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Equitable Holdings (EQH)
NYSE:EQH
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.75Last Year’s EPS
1.3Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented meaningful commercial momentum: record AUM (+10%), strong organic inflows in Wealth (+13%) and Retirement (+4%), substantial private markets growth at AB (+18%), improved capital flexibility (RGA deal freed $2B and cut mortality exposure 75%), and solid cash generation with a path to $2.0B by 2027. However, 2025 was also impacted by elevated mortality, AB net outflows, a Corporate & Other loss and modest spread compression that restrained EPS growth versus targets. Management provided constructive 2026 guidance (cash ~$1.8B, EPS growth expected to accelerate and exceed 12%–15% target range) and multiple remediation levers (expense saves, buybacks, less mortality volatility). Overall the call balances clear progress and optimistic guidance against tangible near-term headwinds and execution risks.Company Guidance
Record Assets Under Management and Administration
AUM/A ended 2025 at a record $1.1 trillion, up 10% year-over-year, providing a tailwind for fee and spread-based earnings.
Solid Cash Generation and Capital Return
Full-year organic cash generation was $1.6 billion (in line with $1.6B–$1.7B guidance). The company returned $1.8 billion to shareholders in 2025 (including $500M incremental buybacks) and reduced shares outstanding by 9% year-over-year.
Earnings Per Share and Guidance
Full-year non-GAAP operating earnings were $5.64 per share ($6.21 after notable items), up 1% vs. 2024. Management expects EPS growth to accelerate in 2026 and projects 2026 EPS growth, excluding notable items, to exceed the company’s 12%–15% target.
Retirement Business Momentum
Retirement produced $5.9 billion of net flows in 2025, a 4% organic growth rate; net interest margin grew sequentially and management expects mid- to high-single-digit pretax earnings growth for the segment in 2026.
Wealth Management Strength
Wealth Management reported $8.4 billion of net inflows in 2025 (13% organic growth) and Q4 earnings rose 40% year-over-year. The business reached its $200M annual earnings target two years early and increased the number of wealth planners by 12%.
AllianceBernstein Private Markets and Margins
AB private markets AUM grew 18% to $82 billion, with a target of $90B–$100B by end-2027. AB reported a 33.7% adjusted operating margin for 2025, at the upper end of its targeted range, and Q4 performance fees of $82 million.
Balance Sheet Derisking and Capital Actions
Life reinsurance transaction with RGA freed $2.0 billion of capital and reduced net mortality exposure by 75%. The company also has an adjusted debt-to-capital ratio of ~25% and expects NAIC RBC around 475% at year-end 2025.
Expense and Investment Initiatives
On track to realize $150 million of expense savings by 2027 with $120 million currently in the run rate; achieved $110 million target for incremental investment income from shifting to private markets.
EQH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EQH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $44.80 | $43.40 | -3.12% |
Nov 04, 2025 | $48.57 | $44.95 | -7.45% |
Aug 05, 2025 | $50.63 | $50.84 | +0.43% |
Apr 29, 2025 | $50.19 | $48.64 | -3.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Equitable Holdings (EQH) report earnings?
Equitable Holdings (EQH) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Equitable Holdings (EQH) earnings time?
Equitable Holdings (EQH) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EQH EPS forecast?
EQH EPS forecast for the fiscal quarter 2026 (Q1) is 1.75.