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: 42.200
Low
57.00
Averages
61.33
High
66.00
Current: 42.200
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.
Equitable Holdings to Announce Q1 Earnings on May 4
- Earnings Announcement Schedule: Equitable Holdings (EQH) is set to release its Q1 2023 earnings report on May 4 after market close, with consensus EPS estimates at $1.61, reflecting a 23.8% year-over-year increase, indicating potential improvement in profitability.
- Revenue Expectations: The anticipated revenue for Q1 is $3.94 billion, representing a 14% year-over-year decline, which highlights challenges the company faces in the current economic environment and may affect investor confidence in future growth.
- Historical Performance Review: Over the past two years, EQH has only beaten EPS estimates 38% of the time and revenue estimates 13% of the time, indicating significant volatility in its performance that could impact market perceptions of its stability.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and 10 downward revisions, while revenue estimates saw one upward revision and three downward revisions, suggesting a cautious outlook from analysts regarding the company's future performance.
See More
Insurance Sector Growth Stalls, Three Stocks to Avoid
- 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.
See More
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Announcement of Merger: Alliance Bernstein National Municipal Income Fund, Inc. and Alliance Bernstein Global High Income Fund, Inc. have announced a planned merger.
Merger Details: The merger will involve the combination of the two funds, Equityable and Corebridge, although specific details about the merger process have not been disclosed.
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Investor Rights Law Firm Investigates Multiple Companies
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- Merger Transaction Review: Equitable Holdings, Inc. (NYSE:EQH) is merging with Corebridge Financial, Inc., where Equitable shareholders will exchange shares at a ratio of 1.55516, resulting in approximately 49% ownership post-merger, with Halper Sadeh LLC possibly seeking increased consideration.
- Shareholder Rights Protection: Urgent.ly, Inc. (OTC:ULYX) is being sold to Agero, Inc. for $5.50 per share, and Halper Sadeh LLC encourages Urgent.ly shareholders to understand their legal rights and options to ensure their interests are protected in the transaction.
- Legal Fee Arrangement: Halper Sadeh LLC offers legal services on a contingency fee basis, meaning shareholders will not incur out-of-pocket legal fees when addressing any matters, aiming to safeguard investor rights and pursue higher compensation.
See More
Ademi LLP Investigates Equitable for Potential Violations
- Merger Investigation: Ademi LLP is investigating Equitable for potential breaches of fiduciary duty and legal violations related to its merger with Corebridge, indicating possible threats to shareholder rights.
- Transaction Valuation: The all-stock merger is valued at approximately $22 billion, with Equitable shareholders receiving 1.55516 shares of the new parent company, reflecting the direct impact of the transaction on shareholder value.
- Shareholder Ownership Distribution: Post-merger, Corebridge shareholders will own about 51% of the combined entity, while Equitable shareholders will hold approximately 49%, potentially affecting the control and interests of Equitable's shareholders.
- Anti-competitive Clauses: The transaction agreement includes clauses that significantly penalize Equitable for accepting competing bids, raising concerns about whether the board is fulfilling its fiduciary duties to all shareholders.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation: Halper Sadeh LLC is investigating Apellis Pharmaceuticals, Inc. (NASDAQ: APLS) regarding its sale to Biogen Inc. for $41.00 per share in cash and two contingent value rights of $2.00 each, which may impact shareholder rights.
- Shareholder Rights Protection: The firm is also examining Centessa Pharmaceuticals plc (NASDAQ: CNTA) and its sale to Eli Lilly for $38.00 per share in cash plus a contingent value right of up to $9.00, aiming to ensure fair compensation for shareholders.
- Merger Transaction Review: Equitable Holdings, Inc. (NYSE: EQH) is merging with Corebridge Financial, Inc., allowing Equitable shareholders to own approximately 49% of the combined company, with Halper Sadeh LLC potentially seeking increased consideration.
- Shareholder Rights Advocacy: The merger of VYNE Therapeutics Inc. (NASDAQ: VYNE) with Yarrow Bioscience, Inc. is expected to leave VYNE shareholders with only about 3% of the combined company, prompting Halper Sadeh LLC to advocate for enhanced shareholder rights.
See More
Equitable Holdings to Announce Q1 Earnings on May 4
- Earnings Announcement Schedule: Equitable Holdings (EQH) is set to release its Q1 2023 earnings report on May 4 after market close, with consensus EPS estimates at $1.61, reflecting a 23.8% year-over-year increase, indicating potential improvement in profitability.
- Revenue Expectations: The anticipated revenue for Q1 is $3.94 billion, representing a 14% year-over-year decline, which highlights challenges the company faces in the current economic environment and may affect investor confidence in future growth.
- Historical Performance Review: Over the past two years, EQH has only beaten EPS estimates 38% of the time and revenue estimates 13% of the time, indicating significant volatility in its performance that could impact market perceptions of its stability.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and 10 downward revisions, while revenue estimates saw one upward revision and three downward revisions, suggesting a cautious outlook from analysts regarding the company's future performance.
See More
Insurance Sector Growth Stalls, Three Stocks to Avoid
- 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.
See More
Announcement of Planned Merger Between Equitable and Corebridge by AllianceBernstein National Municipal Income Fund, Inc. and AllianceBernstein Global High Income Fund, Inc.
Announcement of Merger: Alliance Bernstein National Municipal Income Fund, Inc. and Alliance Bernstein Global High Income Fund, Inc. have announced a planned merger.
Merger Details: The merger will involve the combination of the two funds, Equityable and Corebridge, although specific details about the merger process have not been disclosed.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation Launched: Halper Sadeh LLC is investigating Kezar Life Sciences, Inc. (NASDAQ:KZR) regarding its sale to Aurinia Pharmaceuticals Inc. for $6.955 per share in cash and a non-transferable contingent value right, potentially infringing on shareholder rights.
- Merger Transaction Review: Equitable Holdings, Inc. (NYSE:EQH) is merging with Corebridge Financial, Inc., where Equitable shareholders will exchange shares at a ratio of 1.55516, resulting in approximately 49% ownership post-merger, with Halper Sadeh LLC possibly seeking increased consideration.
- Shareholder Rights Protection: Urgent.ly, Inc. (OTC:ULYX) is being sold to Agero, Inc. for $5.50 per share, and Halper Sadeh LLC encourages Urgent.ly shareholders to understand their legal rights and options to ensure their interests are protected in the transaction.
- Legal Fee Arrangement: Halper Sadeh LLC offers legal services on a contingency fee basis, meaning shareholders will not incur out-of-pocket legal fees when addressing any matters, aiming to safeguard investor rights and pursue higher compensation.
See More
Ademi LLP Investigates Equitable for Potential Violations
- Merger Investigation: Ademi LLP is investigating Equitable for potential breaches of fiduciary duty and legal violations related to its merger with Corebridge, indicating possible threats to shareholder rights.
- Transaction Valuation: The all-stock merger is valued at approximately $22 billion, with Equitable shareholders receiving 1.55516 shares of the new parent company, reflecting the direct impact of the transaction on shareholder value.
- Shareholder Ownership Distribution: Post-merger, Corebridge shareholders will own about 51% of the combined entity, while Equitable shareholders will hold approximately 49%, potentially affecting the control and interests of Equitable's shareholders.
- Anti-competitive Clauses: The transaction agreement includes clauses that significantly penalize Equitable for accepting competing bids, raising concerns about whether the board is fulfilling its fiduciary duties to all shareholders.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation: Halper Sadeh LLC is investigating Apellis Pharmaceuticals, Inc. (NASDAQ: APLS) regarding its sale to Biogen Inc. for $41.00 per share in cash and two contingent value rights of $2.00 each, which may impact shareholder rights.
- Shareholder Rights Protection: The firm is also examining Centessa Pharmaceuticals plc (NASDAQ: CNTA) and its sale to Eli Lilly for $38.00 per share in cash plus a contingent value right of up to $9.00, aiming to ensure fair compensation for shareholders.
- Merger Transaction Review: Equitable Holdings, Inc. (NYSE: EQH) is merging with Corebridge Financial, Inc., allowing Equitable shareholders to own approximately 49% of the combined company, with Halper Sadeh LLC potentially seeking increased consideration.
- Shareholder Rights Advocacy: The merger of VYNE Therapeutics Inc. (NASDAQ: VYNE) with Yarrow Bioscience, Inc. is expected to leave VYNE shareholders with only about 3% of the combined company, prompting Halper Sadeh LLC to advocate for enhanced shareholder rights.
See More
