NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. Announces Full Redemption of Its Series B Depositary Shares. ...

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares Core S&P U.S. Growth ETF (Symbol: IUSG), we found that the implied analyst target price for the ETF based upon its underlying holdings is $178.40 per unit.With IUSG trading at a recent price near $161.40 per unit, t ...

Core Viewpoint - Equitable Holdings has declared a dividend on its preferred stock, indicating a commitment to returning value to shareholders and maintaining financial stability [1] Company Summary - The preferred stock dividend reflects the company's ongoing strategy to reward investors and manage its capital effectively [1] - The announcement of the dividend is a positive signal regarding the company's financial health and operational performance [1] Industry Context - The declaration of dividends in the financial services sector often serves as a benchmark for investor confidence and market stability [1] - Companies in the industry are closely monitored for their dividend policies, which can influence investment decisions and market perceptions [1]

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces Pricing Terms of Cash Tender Offer for Certain of its Debt Securities. ...

Core Insights - In 2023, Equitable established 5-year financial targets through 2027, focusing on growth strategies in the retirement and asset management sectors, particularly in the U.S. retirement market, which benefits from demographic and legislative tailwinds [1] - The U.S. retirement market sees 4 million Americans retiring annually, with $600 billion in assets in motion, presenting significant growth opportunities for Equitable [2] - Equitable's integrated model combining asset wealth and retirement services positions the company to differentiate itself and capture a substantial share of market growth [2]

Equitable (EQH) 2025 Conference September 04, 2025 09:50 AM ET Company ParticipantsRyan Krueger - Managing DirectorRobin Raju - CFORyan KruegerThe CFO. Also wanna recognize Eric Bass, head of strategy and investor relations and other members of the team I see in the back somewhere. I guess, Robin, to to start it off, in 2023, Equitable established five year financial targets through 2027. Can you update on the progress that you've made towards those targets so far? And any key considerations to think about ...

Core Viewpoint - Equitable Holdings (NYSE: EQH) has experienced a strong performance over the past year, with shares increasing by over 25%, but have stalled following the announcement of a transformative reinsurance deal with Reinsurance Group of America [1] Company Performance - Equitable Holdings' shares have gained over 25% in the past year [1] - The stock performance has been stagnant since the announcement of the reinsurance deal [1] Strategic Developments - The company announced a transformative reinsurance deal with Reinsurance Group of America, which is a significant strategic move [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ——————————————— FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-38469 ———————————————— Equitable Holdings, Inc. (Exact name of registrant as specified in its charter) (State ...

Equitable (EQH) Q2 2025 Earnings Call August 06, 2025 09:00 AM ET Company ParticipantsErik Bass - Chief Strategy Officer & Head - IRMark Pearson - President and CEORobin Raju - CFORyan Krueger - Managing DirectorNick Lane - President - EquitableThomas Gallagher - Senior Managing DirectorElyse Greenspan - Managing DirectorJack Matten - VP - Equity ResearchWilma Burdis - DirectorConference Call ParticipantsSuneet Kamath - Senior Research AnalystJimmy Bhullar - Equity Research AnalystCave Montazeri - AnalystMa ...

Financial Data and Key Metrics Changes - Non-GAAP operating earnings were $352 million or $1.1 per share, down 23% year over year on a per share basis [5][20] - Adjusted for notable items, non-GAAP operating EPS was $1.41, down 8% compared to the prior year, primarily due to elevated individual life mortality claims [5][20] - Total assets under management and administration rose 8% year over year to $1.1 trillion, indicating strong future earnings growth potential [22] Business Line Data and Key Metrics Changes - Retirement businesses produced $1.9 billion of net inflows in the second quarter, driven by strong rider sales and $250 million of BlackRock LifePath paycheck net inflows [6] - Wealth Management had $2 billion of advisory net inflows, with a trailing twelve-month organic growth rate of 12% [6] - Asset management reported net outflows of $6.7 billion, but returned to net inflow in June, with AUM up 20% year over year to $77 billion [7][15] Market Data and Key Metrics Changes - The company experienced a strong recovery in markets, which is expected to support future growth in spread and fee-based earnings [6] - The trailing twelve-month organic growth rate in Wealth Management was 12%, indicating robust market demand [15] Company Strategy and Development Direction - The company is focused on organic growth across retirement, asset management, and wealth management businesses, leveraging an integrated business model [4][33] - The individual life reinsurance transaction with RGA is expected to reduce earnings volatility and enhance returns on capital [10][29] - The company aims to grow annual cash generation to $2 billion by 2027 and maintain a payout ratio of 60% to 70% [11][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving financial targets for 2027, with expectations for EPS growth to accelerate in 2025 due to recovering markets and reduced mortality exposure [33] - The company anticipates a strong second half of the year, driven by record AUM levels and higher investment portfolio yields [28][33] Other Important Information - The company returned $318 million to shareholders in the second quarter, representing a 74% payout ratio, above the target range [8][31] - The company plans to execute at least $500 million of incremental share repurchases and repay some debt before year-end [9][32] Q&A Session Summary Question: How should we think about the growth in earnings beyond the third quarter baseline? - Management indicated that the baseline for third quarter earnings is $220 million to $225 million, with expectations for growth supported by equity market rebounds [36][38] Question: Is there sensitivity to the outlook if the Fed starts cutting rates? - Management clarified that profitability is more influenced by ten-year treasury rates and corporate spreads rather than short-term rates [45] Question: How do the economics of products sold through Wealth Management compare to third-party sales? - Management noted that products sold through Wealth Management have better persistency and higher margins due to closer client relationships [46] Question: What is the plan for capital management post extraordinary dividends? - Management plans to use excess capital for share buybacks and debt reduction, with a disciplined approach to any potential acquisitions [50][55] Question: How long is the RILA roll-off dynamic expected to continue? - Management expects the older business to run off over the next few quarters, with a focus on maintaining growth momentum [72][74] Question: What benefits does the Bermuda entity provide? - The Bermuda entity allows for better management of cash flows and reduces volatility related to hedging, enhancing consistency in cash flow [75][79]