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Equitable Holdings (EQH)
NYSE:EQH
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.65Last Year’s EPS
1.43Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 05, 2025
|% Change Since: 3.78%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a generally positive outlook with significant growth in non-GAAP operating earnings, assets under management, and cash flow generation. Strategic initiatives and organic growth in business segments are progressing well. However, there were challenges noted in Protection Solutions and alternative investment income. Overall, the highlights significantly outweigh the lowlights.Company Guidance
During the Equitable Holdings earnings call, the company provided robust guidance for 2025, highlighting several key metrics and financial targets. Non-GAAP operating earnings for 2024 stood at $2 billion or $5.93 per share, reflecting a 29% year-over-year increase on a per-share basis. Adjusted non-GAAP EPS was $6.18, surpassing the company's 12% to 15% annualized growth guidance. Assets under management and administration exceeded $1 trillion, marking a 10% increase over the previous year. The company generated $1.5 billion in cash flow, with over 50% derived from asset and wealth management businesses. Looking ahead, Equitable forecasts cash generation of $1.6 billion to $1.7 billion in 2025, with a path to $2 billion by 2027. Additionally, AB anticipates a 33%+ adjusted operating margin in 2025, improving by over 400 basis points from 2022. The company aims to maintain a 60% to 70% payout ratio, having returned $1.3 billion to shareholders in 2024, aligning with its strategic initiatives to achieve its 2027 financial goals.Significant Increase in Non-GAAP Operating Earnings
Full year non-GAAP operating earnings were $2 billion or $5.93 per share, up 29% year-over-year on a per share basis. Adjusting for notable items, non-GAAP operating EPS was $6.18, up 20% from the prior year.
Strong Asset Growth
Assets under management and administration increased 10% year-over-year, now exceeding $1 trillion.
Record Cash Flow Generation
Generated $1.5 billion of cash flow to the Holding company, at the high end of guidance range, with over 50% coming from asset and wealth management businesses.
Progress on Strategic Initiatives
Achieved $100 million of run rate expense saves, on track to meet or exceed a $150 million target by 2027. Generated $80 million of incremental net investment income, ahead of plan to achieve $110 million by 2027.
Strong Organic Growth in Business Segments
Full year net inflows of $7.1 billion in retirement and $4 billion in wealth management, with AB reporting full year active net inflows of $4.3 billion.
AB's Successful Business Execution
AB successfully executed the separation of its Bernstein Research Services business and completed its New York City office relocation, expecting a 33%+ adjusted operating margin in 2025.
Positive Developments in In-Plan Guarantee Market
Over $600 million net inflows from BlackRock's LifePath Paycheck offering and a new partnership with JPMorgan Asset Management.
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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 |
|---|---|---|---|
| Feb 05, 2025 | $53.50 | $52.26 | -2.32% |
| Nov 04, 2024 | $44.78 | $44.27 | -1.14% |
| Jul 30, 2024 | $42.70 | $43.12 | +0.98% |
| Apr 30, 2024 | $36.28 | $37.95 | +4.60% |
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 Apr 30, 2025, TBA Not Confirmed.
What is Equitable Holdings (EQH) earnings time?
Equitable Holdings (EQH) earnings time is at Apr 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 (Q1) is 1.65.
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