RevenueNet IncomeP/EP/SEBITDividendStocksMarket capitalizationDebtLiabilitiesEquityAAQSEmployeesROEROAROCE
Equitable Holdings Stock

Equitable Holdings ROCE 2025

Equitable Holdings ROCE

3.08

Ticker

EQH

ISIN

US29452E1010

WKN

A2PX9L

In 2025, Equitable Holdings's return on capital employed (ROCE) was 3.08, a 142.92% increase from the 1.27 ROCE in the previous year.

Equitable Holdings Aktienanalyse

What does Equitable Holdings do?

Equitable Holdings Inc is a financial services company based in New York City. The company was formed in 2018 as a spin-off from its previous parent company AXA, a globally renowned insurance group. The origins of the company date back to 1859, marking the beginnings of life insurance in the United States, when Henry B. Hyde founded the Mutual Life Insurance Company of New York (later known as Equitable Life Assurance Society of the United States). Equitable Holdings Inc's business model is based on providing financial services such as insurance, retirement planning, and investment products for individual customers, businesses, and institutional investors. The company utilizes a multi-channel distribution strategy, combining both online and offline presence, allowing customers to access products and services through various channels. Equitable Holdings Inc is divided into different business units, each offering specific types of financial products and services. The main divisions are: 1. Life Insurance: Equitable Life Assurance Society of the United States, one of the oldest insurance companies in the USA, specializes in life insurance. Customers have the option to choose from various types of life insurance, such as term or whole life insurance. Tailored solutions are also available due to the company's extensive experience and expertise in this field. 2. Retirement Planning: Equitable Holdings Inc offers various retirement insurance products in the retirement planning division. These products are primarily designed to assist customers in planning for a secure retirement. 3. Asset Management: Equitable Holdings Inc's investment and asset management division specializes in investing assets in stocks, bonds, and other securities. The company offers different investment strategies and products that meet the needs of its customers. 4. Financial Planning: Equitable Advisors LLC, a significant financial planning division of Equitable Holdings Inc, provides advisory services to help customers plan and implement their financial goals, including investment advice. In addition to these main divisions, Equitable Holdings Inc also offers additional services such as investment consulting, financial literacy programs, institutional asset management services, as well as risk management and insurance products related to corporate retirement plans. As part of its product range, Equitable Holdings Inc also offers sustainable investment solutions, catering to the needs of customers who value social and environmental aspects in their investment decision-making. Equitable Holdings Inc is actively engaged in innovation and strives to leverage new technologies and business models. The company utilizes robo-advisor solutions and digital advisory tools to provide efficient and high-quality customer service. Overall, Equitable Holdings Inc holds a strong market position and is one of the largest providers of financial services in the United States. The company also operates internationally, with subsidiaries in Europe and Asia. With its extensive experience, Equitable Holdings Inc offers a wide range of financial services to both individual and institutional customers. Equitable Holdings ist eines der beliebtesten Unternehmen auf Eulerpool.com.

ROCE Details

Unraveling Equitable Holdings's Return on Capital Employed (ROCE)

Equitable Holdings's Return on Capital Employed (ROCE) is a financial metric that measures the company's profitability and efficiency with respect to the capital employed. It is calculated by dividing earnings before interest and tax (EBIT) by the employed capital. A higher ROCE indicates that the company is effectively utilizing its capital to generate profits.

Year-to-Year Comparison

Analyzing Equitable Holdings's ROCE annually provides valuable insights into its efficiency in using its capital to generate profits. An increasing ROCE indicates improved profitability and operational efficiency, whereas a decrease might signal potential issues in capital utilization or business operations.

Impact on Investments

Equitable Holdings's ROCE is a critical factor for investors and analysts for evaluating the company’s efficiency and profitability. A higher ROCE can make the company an attractive investment, as it often signifies that the firm is generating adequate profits from its employed capital.

Interpreting ROCE Fluctuations

Changes in Equitable Holdings’s ROCE are attributed to variations in EBIT or the capital employed. These fluctuations offer insights into the company’s operational efficiency, financial performance, and strategic financial management, assisting investors in making informed investment decisions.

Frequently Asked Questions about Equitable Holdings stock

What is the ROCE (Return on Capital Employed) of Equitable Holdings this year?

The ROCE of Equitable Holdings is 3.08 undefined this year.

How has the ROCE (Return on Capital Employed) of Equitable Holdings developed compared to the previous year?

The ROCE of Equitable Holdings has increased by 142.92% increased compared to the previous year.

What does a high ROCE (Return on Capital Employed) mean for investors of Equitable Holdings?

A high Return on Capital Employed (ROCE) indicates that Equitable Holdings has efficient capital utilization and is able to achieve a higher return on its invested capital. This can be appealing to investors.

What does a low ROCE (Return on Capital Employed) mean for investors of Equitable Holdings?

A low ROCE (Return on Capital Employed) can indicate that Equitable Holdings has an inefficient utilization of its capital and may have difficulty in achieving a satisfactory return on its invested capital. This can be uncertain or unattractive for investors.

How does an increase in ROCE from Equitable Holdings impact the company?

An increase in the ROCE of Equitable Holdings can be an indicator of improved company efficiency and show that it is achieving higher profits in relation to its investments.

How does a reduction in the ROCE of Equitable Holdings affect the company?

A decrease in ROCE of Equitable Holdings can be an indicator of deteriorated efficiency of the company, indicating that it is generating lower profits in relation to its investments.

What are some factors that can influence the ROCE of Equitable Holdings?

Some factors that can affect Equitable Holdings's ROCE include efficiency in managing assets, profitability of investments, cost efficiency, and market conditions.

Why is the ROCE of Equitable Holdings so important for investors?

The ROCE of Equitable Holdings is important for investors as it is an indicator of the company's efficiency and shows how successful the company is in relation to its investments. A high ROCE can indicate strong financial performance of the company.

What strategic measures can Equitable Holdings take to improve the ROCE?

To improve the ROCE, Equitable Holdings can take measures such as increasing efficiency in asset management, optimizing investments, cost savings, and exploring new revenue sources. It is important for the company to conduct a thorough review of its operations to determine the best strategic actions to improve the ROCE.

How much dividend does Equitable Holdings pay?

Over the past 12 months, Equitable Holdings paid a dividend of 0.94 USD . This corresponds to a dividend yield of about 1.78 %. For the coming 12 months, Equitable Holdings is expected to pay a dividend of 1.06 USD.

What is the dividend yield of Equitable Holdings?

The current dividend yield of Equitable Holdings is 1.78 %.

When does Equitable Holdings pay dividends?

Equitable Holdings pays a quarterly dividend. This is distributed in the months of December, April, July, September.

How secure is the dividend of Equitable Holdings?

Equitable Holdings paid dividends every year for the past 11 years.

What is the dividend of Equitable Holdings?

For the upcoming 12 months, dividends amounting to 1.06 USD are expected. This corresponds to a dividend yield of 2 %.

In which sector is Equitable Holdings located?

Equitable Holdings is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Equitable Holdings kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Equitable Holdings from 8/12/2025 amounting to 0.27 USD, you needed to have the stock in your portfolio before the ex-date on 8/5/2025.

When did Equitable Holdings pay the last dividend?

The last dividend was paid out on 8/12/2025.

What was the dividend of Equitable Holdings in the year 2024?

In the year 2024, Equitable Holdings distributed 1.06 USD as dividends.

In which currency does Equitable Holdings pay out the dividend?

The dividends of Equitable Holdings are distributed in USD.

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Andere Kennzahlen von Equitable Holdings

Our stock analysis for Equitable Holdings Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Equitable Holdings Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.