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Equitable Holdings (EQH)
NYSE:EQH
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.7Last Year’s EPS
1.43Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: -0.22%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong net inflows, increased advisor productivity, and solid performance from AllianceBernstein, alongside a robust balance sheet and significant capital return to shareholders. However, there were challenges with a decline in non-GAAP earnings and elevated mortality claims affecting the Protection Solutions segment. The market volatility also posed challenges, impacting fee income and April flows.Company Guidance
During the Equitable Holdings First Quarter 2025 Earnings Call, Mark Pearson, President and CEO, highlighted the company's financial performance and strategic moves amidst market volatility. The call disclosed that non-GAAP operating earnings were $421 million, or $1.30 per share, reflecting a 7% year-over-year decline per share. Adjusted for notable items, earnings per share were $1.35, down 3% from the previous year. Equitable's Retirement and Wealth Management divisions showed solid growth, with $1.6 billion in net inflows and a 12% organic growth rate. AllianceBernstein (AB) reported a 19% rise in operating earnings, fueled by higher average assets under management (AUM) and improved margins, reaching a total AUM of $75 billion, up 20% year-over-year. The company returned $335 million to shareholders, representing an 80% payout ratio, and increased its stake in AB to 69% through a $760 million purchase. Equitable plans to execute $500 million in additional share repurchases post a reinsurance transaction with RGA expected to close mid-year, which will release over $2 billion of capital. The company emphasized its strong balance sheet with a combined NAIC RBC ratio of approximately 425% and $1.1 billion in holding company liquidity, ensuring resilience against macroeconomic volatility.Strong Net Inflows and Advisor Productivity
The Retirement businesses produced $1.6 billion in net inflows in the first quarter. There were $2 billion of advisory net inflows in the Wealth Management business with advisor productivity up 8% and a 12% organic growth rate on a trailing 12-month basis.
AllianceBernstein Performance
AB operating earnings rose 19% year-over-year, driven by higher average AUM and improved margins. AB delivered positive net flows across each of its three distribution channels, with total active net inflows of $2.7 billion and AUM up 20% year-over-year to $75 billion in the private markets business.
Capital Return to Shareholders
Equitable returned $335 million to shareholders in the first quarter, representing an 80% pay-out ratio. The company also purchased $760 million of AB Holding units, increasing ownership in AllianceBernstein to 69%.
Robust Balance Sheet
Equitable's year-end combined NAIC RBC ratio was approximately 425%, with $1.1 billion of holding company liquidity before factoring in the $2 billion benefit from the reinsurance transaction.
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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
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EQH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $51.02 | $49.45 | -3.08% |
| Feb 05, 2025 | $53.25 | $52.02 | -2.31% |
| Nov 04, 2024 | $44.57 | $44.06 | -1.14% |
| Jul 30, 2024 | $42.50 | $42.91 | +0.96% |
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.
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FAQ
When does Equitable Holdings (EQH) report earnings?
Equitable Holdings (EQH) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Equitable Holdings (EQH) earnings time?
Equitable Holdings (EQH) earnings time is at Jul 30, 2025, TBA Not 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 2025 (Q2) is 1.7.
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