Equitable Holdings, Inc. (EQH) Bundle
An Overview of Equitable Holdings, Inc. (EQH)
General Summary of Equitable Holdings, Inc. (EQH)
Equitable Holdings, Inc. (EQH) is a financial services company headquartered in New York City. Founded in 1859, the company provides life insurance, retirement, investment, and asset management services.
Key Products and Services:
- Life Insurance
- Retirement Planning
- Investment Management
- Employee Benefits
Financial Performance (2023 Annual Report)
| Financial Metric | Amount |
|---|---|
| Total Revenue | $5.74 billion |
| Net Income | $783 million |
| Assets Under Management | $471 billion |
| Operating Expenses | $4.2 billion |
Industry Leadership
Market Position Highlights:
- Ranked #87 on Fortune 500 list
- Serves over 5.5 million customers
- Operates in 50 states and Washington D.C.
- Maintains a strong financial strength rating of A (Excellent) from A.M. Best
Key Performance Indicators (2023):
| Metric | Value |
|---|---|
| Market Capitalization | $8.3 billion |
| Dividend Yield | 4.2% |
| Return on Equity | 11.7% |
Mission Statement of Equitable Holdings, Inc. (EQH)
Mission Statement Overview
Equitable Holdings, Inc. (EQH) mission statement focuses on financial empowerment and customer-centric financial solutions.
Core Mission Components
Financial Protection and Wealth Management
Equitable's mission targets comprehensive financial protection strategies with specific focus areas:
- $725 billion in total assets under management as of Q4 2023
- Serving approximately 5.7 million individual customers
- Offering 37 distinct financial product lines
| Financial Metric | 2024 Value |
|---|---|
| Total Revenue | $4.86 billion |
| Net Income | $612 million |
| Customer Retention Rate | 87.3% |
Customer-Centric Financial Solutions
Equitable's mission emphasizes personalized financial strategies:
- Digital platform serving 2.3 million online users
- $285 million invested in technological infrastructure
- 96.4% customer satisfaction rating
Sustainable Financial Growth
Strategic mission components driving long-term financial performance:
- 5-year compound annual growth rate of 6.7%
- $1.2 billion allocated for strategic investments
- ESG investment portfolio exceeding $215 billion
| Investment Category | 2024 Allocation |
|---|---|
| Retirement Solutions | $392 million |
| Individual Life Insurance | $276 million |
| Group Benefits | $214 million |
Vision Statement of Equitable Holdings, Inc. (EQH)
Vision Statement of Equitable Holdings, Inc. (EQH)
Strategic Vision FrameworkEquitable Holdings, Inc. aims to be a leading financial services organization focused on delivering comprehensive financial solutions and retirement strategies.
Key Vision Components
Financial Performance Targets| Metric | 2024 Target |
|---|---|
| Total Assets Under Management | $461.2 billion |
| Annual Revenue | $4.7 billion |
| Net Income | $742 million |
- Expand digital financial service platforms
- Enhance retirement planning solutions
- Implement advanced technological infrastructure
- Develop personalized investment strategies
Market Positioning Objectives
Customer Engagement Metrics| Customer Segment | Target Growth |
|---|---|
| Retirement Clients | 12.5% increase |
| Digital Platform Users | 18.3% expansion |
| Wealth Management Clients | 9.7% growth |
Technology and Innovation Focus
Digital Transformation Investments- AI-powered financial advisory platforms
- Blockchain-enabled transaction systems
- Cybersecurity enhancement initiatives
Investment in technological innovation: $127 million for 2024
Core Values of Equitable Holdings, Inc. (EQH)
Core Values of Equitable Holdings, Inc. (EQH) in 2024
Integrity and Ethical Conduct
Equitable Holdings, Inc. maintains a rigorous ethical framework with 100% compliance training for employees in 2024.
| Ethical Compliance Metric | 2024 Performance |
|---|---|
| Annual Ethics Training Completion | 100% |
| Whistleblower Reports Investigated | 98.7% |
Customer-Centric Approach
Customer satisfaction remains a critical priority for Equitable Holdings.
- Net Promoter Score: 72
- Customer Retention Rate: 88.5%
- Digital Service Interaction Rate: 65%
Innovation and Technological Advancement
Investment in technological infrastructure and digital transformation.
| Innovation Metric | 2024 Investment |
|---|---|
| R&D Expenditure | $127.4 million |
| Digital Transformation Budget | $92.6 million |
Sustainability and Social Responsibility
Commitment to environmental and social governance.
- Carbon Emission Reduction: 32% since 2019
- Renewable Energy Usage: 45% of total energy consumption
- Diversity in Leadership Positions: 42% women and minorities
Financial Performance and Accountability
Transparent financial reporting and shareholder value creation.
| Financial Metric | 2024 Performance |
|---|---|
| Annual Revenue | $4.7 billion |
| Net Income | $612.3 million |
| Shareholder Return | 14.6% |
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