Ramon Oliveira - Axa Equitable Independent Chairman of the Board

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Stock . Axa Equitable Holdings . Stakeholders . Insider . Ramon Oliveira
EQH Stock  USD 23.99  0.39  1.60%   

  Chairman

Mr. Ramon de Oliveira is Independent Chairman of the Board of the company. Mr. de Oliveira was a director since April 2018 and Independent Chairman of the Board since March 2019. He is a director of AXA Equitable Life and of MLOA since March 2019. Mr. de Oliveira was a member of AXAs Board of Directors since April 2010, and from April 2009 to May 2010, he was a member of AXAs Supervisory Board since 2019.
Age: 65
Tenure: 4 years
Address: 1290 Avenue Of The Americas, New York, NY, United States, 10104
Phone: 212 554 1234
Website: https://www.equitableholdings.com
de Oliveira’s current term of service on AXA’s Supervisory Board expires in 2021. He is also currently a member of the Board of Directors of AllianceBernstein Corporationrationrationration since May 2017. He is a founder of the consulting firm Investment Audit Practice, LLC, based in New York, NY. From 2002 to 2006, Mr. de Oliveira was an adjunct professor of Finance at Columbia University. Starting in 1977, he spent 24 years at JP Morgan & Co. where he founded and led J.P. Morgan Global Equities and served as Chairman and Chief Executive Officer of JP Morgan Investment Management and Private Bank. He was also a member of the firm’s Management Committee since its inception in 1995. Upon the merger with Chase Manhattan Bank in 2001, Mr. de Oliveira was the only executive from JP Morgan & Co. asked to join the Executive Committee of the new firm with operating responsibilities. Previously, he served as a director of JP Morgan Suisse, American Century Company, Inc

Axa Equitable Management Efficiency

The current Return on Average Assets is estimated to increase to 0.007553. The current Return on Average Equity is estimated to increase to 0.40. Axa Equitable Return on Average Assets are decreasing as compared to previous years. The last year's value of Return on Average Assets was reported at 0.007. The current Average Assets is estimated to increase to about 280.1 B, while Tax Assets are projected to decrease to under 591.3 M. Axa Equitable management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.
The company has 3.32 B in debt with debt to equity (D/E) ratio of 0.71, which is OK given its current industry classification. Axa Equitable Holdings has a current ratio of 2.53, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Debt can assist Axa Equitable until it has trouble settling it off, either with new capital or with free cash flow. So, Axa Equitable's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Axa Equitable Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Axa Equitable to invest in growth at high rates of return. When we think about Axa Equitable's use of debt, we should always consider it together with cash and equity.

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Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York. Equitable Holdings operates under InsuranceDiversified classification in the United States and is traded on New York Stock Exchange. It employs 12000 people. Axa Equitable Holdings (EQH) is traded on New York Stock Exchange in USA. It is located in 1290 Avenue Of The Americas, New York, NY, United States, 10104 and employs 8,200 people. Axa Equitable is listed under Other Diversified Financial Services category by Fama And French industry classification.

Axa Equitable Holdings Leadership Team

Elected by the shareholders, the Axa Equitable's board of directors comprises two types of representatives: Axa Equitable inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Axa Equitable. The board's role is to monitor Axa Equitable's management team and ensure that shareholders' interests are well served. Axa Equitable's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Axa Equitable's outside directors are responsible for providing unbiased perspectives on the board's policies.
Brian Winikoff, Senior Executive Director and Head of U.S. Life, Retirement and Wealth Management of AXA Equitable Life
Robin Raju, Senior Executive Vice President, Chief Financial Officer
George Stansfield, Non-Executive Director
Marine Boucaud, Senior Executive Director and Chief Human Resources Officer of AXA Equitable Life
Gerald Harlin, Director
Connie Weaver, Chief Marketing Officer
Karima Silvent, Director
Bertram Scott, Independent Director
William Eckert, Chief Accounting Officer, Controller
Anders Malmstrom, Senior Executive Vice President and Chief Financial Officer
William IV, Chief VP
Kristi Matus, Independent Director
Daniel Kaye, Independent Director
Thomas Buberl, Chairman of the Board
Seth Bernstein, Senior Executive Vice President and Head of Investment Management and Research
Jeffrey Hurd, Senior Executive Vice President and Chief Operating Officer
Bertrand PoupartLafarge, Director
Kevin Molloy, Head of Investor Relations
Nicholas Lane, Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management of EQH and President of AXA Equitable Life Insurance Company
Joan LammTennant, Chairman of the Board
Isil Muderrisoglu, Head Relations
Michael Healy, Senior Executive Director and CIO of AXA Equitable Life
Constance Weaver, Chief Officer
Charles Stonehill, Independent Director
Francis Hondal, Independent Director
Adrienne Johnson, Senior Executive Director and Chief Transformation Officer of AXA Equitable Life
Ramon Oliveira, Independent Chairman of the Board
Nick Lane, Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management of EQH and President of AXA Equitable Life Insurance Company
Jeffrey JD, EVP COO
Stephanie Withers, Chief Auditor
Dave Hattem, Senior Executive Vice President, Chief Legal Officer, Secretary
Josh Braverman, Senior Executive Director of AXA Equitable Life
Jose Gonzalez, Senior Executive Vice President, Chief Legal Officer, Company Secretary
Kermitt Brooks, Senior Executive Vice President
Mark Pearson, President, Chief Executive Officer, Director
Jose Esq, Chief EVP

Axa Equitable Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Axa Equitable a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Return On Equity0.23 %
Return On Asset0.0074 %
Profit Margin0.12 %
Operating Margin0.22 %
Current Valuation13.75 B
Shares Outstanding361.81 M
Shares Owned by Insiders0.40 %
Shares Owned by Institutions99.60 %
Number of Shares Shorted4.04 M
Price to Earning3.79 X

Be your own money manager

Our tools can tell you how much better you can do entering a position in Axa Equitable without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Axa Equitable

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Axa Equitable position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Axa Equitable will appreciate offsetting losses from the drop in the long position's value.

Moving together with Axa Equitable

+0.92AAICArlington Asset Inve Financial Report 11th of May 2023 PairCorr
+0.78ABAllianceBernstein Fiscal Quarter End 31st of March 2023 PairCorr
+0.95ABRArbor Realty Trust Fiscal Quarter End 31st of March 2023 PairCorr
The ability to find closely correlated positions to Axa Equitable could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Axa Equitable when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Axa Equitable - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Axa Equitable Holdings to buy it.
The correlation of Axa Equitable is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Axa Equitable moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Axa Equitable Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Axa Equitable can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Investing Opportunities. For more detail on how to invest in Axa Equitable Stock please use our How to Invest in Axa Equitable guide. You can also try Transaction History module to view history of all your transactions and understand their impact on performance.

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When running Axa Equitable Holdings price analysis, check to measure Axa Equitable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Axa Equitable is operating at the current time. Most of Axa Equitable's value examination focuses on studying past and present price action to predict the probability of Axa Equitable's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Axa Equitable's price. Additionally, you may evaluate how the addition of Axa Equitable to your portfolios can decrease your overall portfolio volatility.
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Is Axa Equitable's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Axa Equitable. If investors know Axa Equitable will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Axa Equitable listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.57) 
Dividend Share
0.8
Earnings Share
4.78
Revenue Per Share
38.424
Quarterly Revenue Growth
(0.40) 
The market value of Axa Equitable Holdings is measured differently than its book value, which is the value of Axa Equitable that is recorded on the company's balance sheet. Investors also form their own opinion of Axa Equitable's value that differs from its market value or its book value, called intrinsic value, which is Axa Equitable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Axa Equitable's market value can be influenced by many factors that don't directly affect Axa Equitable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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Please note, there is a significant difference between Axa Equitable's value and its price as these two are different measures arrived at by different means. Investors typically determine Axa Equitable value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Axa Equitable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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