Insurance Sector Growth Stalls, Three Stocks to Avoid
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 24 2026
0mins
Source: Yahoo Finance
- Sector Growth Weakness: The insurance industry has only grown 2.4% over the past six months, significantly lagging behind the S&P 500's 4.8% increase, indicating waning investor confidence and a need for caution.
- Equitable Holdings' Ongoing Challenges: As one of America's oldest financial institutions, Equitable Holdings has seen only a 2.2% annual revenue growth, with its pre-tax profit margin declining by 13.3 percentage points over the past two years, reflecting a persistent drop in profitability.
- Fidelity National Financial's Poor Performance: Despite being the largest title insurance company in the U.S., FNF has experienced a 1.6% annual decline in net premiums earned, and its earnings per share have fallen by 1.3% annually over the past five years, indicating unfavorable market dynamics and failure to enhance shareholder value.
- Everest Group's Dim Future Outlook: Everest Group is projected to see a 5.2% decline in sales over the next 12 months, with earnings per share decreasing by 17.7% annually, highlighting a significant reduction in profitability and raising red flags for investors regarding its market performance.
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Analyst Views on EQH
Wall Street analysts forecast EQH stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 42.520
Low
57.00
Averages
61.33
High
66.00
Current: 42.520
Low
57.00
Averages
61.33
High
66.00
About EQH
Equitable Holdings, Inc. is a financial services holding company, which consists of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Retirement, Asset Management, and Wealth Management. Retirement segment provides retirement solutions to individual and institutional clients, including individual and group annuities, retirement savings plans, and institutional savings products. Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels: Institutional, Retail and Private Wealth. Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Equitable provides retirement and protection strategies to individuals, families and businesses. AllianceBernstein is an investment management firm that offers diversified investment services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Massive Market Potential: With a market cap of $237 billion, Arm is poised to capture a significant share of the server CPU market, projected to quadruple to $137 billion, thereby significantly enhancing its future sales and profits.
- New Product Launch: Arm unveiled its first data center CPU in March, specifically designed for agentic AI workloads, and its unparalleled power efficiency may help it stand out in a competitive market, further solidifying its market position.
- Profit Growth Expectations: Dai anticipates that by 2030, Arm's sales will exceed $26 billion, with earnings per share reaching $9.83, indicating a substantial increase in the company's profitability over the next decade, attracting more investor attention.
See More
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- Distinct Technical Advantage: Arm stands out in the server CPU market due to its unparalleled power efficiency, with expectations to capture a sizable share of a market projected to grow fourfold to $137 billion by 2030, thereby driving substantial sales and profit growth for the company.
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- Preferred Stock Dividend: The company also announced a cash dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, payable on June 15, 2026, demonstrating its commitment to prioritizing preferred shareholders.
- Series C Preferred Dividend: A cash dividend of $268.750 per share on Series C 4.30% Non-Cumulative Perpetual Preferred Stock will also be paid on June 15, 2026, further solidifying the company's stability in the capital markets.
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See More
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- Future Earnings Report: Investors should note that Equitable Holdings (EQH) is expected to report its Q2 2026 financial results on August 4, 2026, after market close, which may further influence market expectations regarding its dividend policy.
See More
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- Integration Support Team: Key leaders across finance, operations, legal, investments, wealth management, retirement, insurance, technology, and risk management have been appointed to facilitate the integration process, ensuring a smooth transition for all business operations.
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See More
