Equitable(EQH)
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Equitable(EQH) - 2023 Q4 - Earnings Call Transcript
2024-02-07 23:15
Equitable Holdings, Inc. (NYSE:EQH) Q4 2023 Earnings Conference Call February 7, 2024 8:00 AM ET Mark Pearson - President and Chief Executive Officer Conference Call Participants Erik Bass - Head of Investor Relations Onur Erzan - Head of AllianceBernstein's Global Client Group and Private Wealth business Suneet Kamath - Jefferies Ryan Krueger - KBW Tom Gallagher - Evercore ISI Wilma Burdis - Raymond James Mike Ward - Citi Hello, and welcome to the Equitable Holdings, Inc. Full-Year and Fourth Quarter Earni ...
Equitable(EQH) - 2023 Q4 - Earnings Call Presentation
2024-02-07 15:58
14 Equity market +/-10% = c. $150m after tax 4Q23 Earnings Presentation 15 Conservative, high quality investment portfolio | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|---------------|-------|------------------------|---------------------------------|-------|-------|-------|--------|-------|-------| | | | | | U.S. Treasury, Gov't and Agency | | | | | | | | | 6% | | Structured Credit | | | | | 4% | | | | | | 17% | Other Fixed Maturities | | | Baa | | | | | | 50% | $99 bn | 1 | ...
Equitable Holdings, Inc. (EQH) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Zacks Investment Research· 2024-02-07 03:01
Equitable Holdings, Inc. (EQH) reported $3.55 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 7.5%. EPS of $1.33 for the same period compares to $1.11 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.5 billion, representing a surprise of +1.58%. The company delivered an EPS surprise of +13.68%, with the consensus EPS estimate being $1.17.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...
Equitable(EQH) - 2023 Q3 - Quarterly Report
2023-11-02 16:00
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 September 30, 2023 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) Delaware 90-0226248 ...
Equitable(EQH) - 2023 Q3 - Earnings Call Transcript
2023-11-01 18:16
Erik Bass - Head of IR Robin Raju - CFO Tracy Benguigui - Barclays Michael Ward - Citi Thank you. Good morning, and welcome to Equitable HoldingsÂ' third quarter 2023 earnings call. Materials for today's call can be found on our website at ir.equitableholdings.com. During this call, we will be discussing certain financial measures that are not based on Generally Accepted Accounting Principles, also known as non-GAAP measures. Reconciliation of these non-GAAP measures to the most directly comparable GAAP mea ...
Equitable(EQH) - 2023 Q3 - Earnings Call Presentation
2023-11-01 13:02
Key Metrics (1) Includes certain gross legal expenses related to the cost of insurance litigation and claims related to a commercial relationship of $2 million for the three months ended September 30, 2022. Includes the impact of unfavorable annual actuarial assumptions updates related to LFPB of $61 million for the three months ended September 30, 2023. Prior period impact was immaterial and was not revised. The legal accruals impact per common share is $0.01 for the three months ended September 30, 2022. ...
Equitable(EQH) - 2023 Q2 - Earnings Call Presentation
2023-08-10 08:24
Early days, but good initial progress against our growth strategy Growth Initiatives Progress Appendix Non-GAAP Operating Earnings, less Notable Items, ($m) Three Months Ended Jun 30, 2023 Three Months Ended Jun 30, 2022 Non-GAAP Operating Earnings $ 441 $ 493 Post-tax Adjustments related to Notable Items: Individual Retirement (10) 18 Group Retirement (4) 6 Investment Management and Research (10) — Protection Solutions 53 (18) Corporate & Other 7 1 Wealth Management — — Legacy 3 (2) Subtotal 39 5 Impact of ...
Equitable(EQH) - 2023 Q2 - Quarterly Report
2023-08-08 16:00
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, 2023 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) Delaware 90-0226248 (Sta ...
Equitable(EQH) - 2023 Q2 - Earnings Call Transcript
2023-08-06 06:23
Jimmy Bhullar Alex Scott Okay. And real quick on VUL, you mentioned large claims. What is the average face amount of these claims, just so I can understand the severity aspect? Yes. I think we had, Mark, $42 million of Wealth Management earnings in the quarter. I think I said year-overyear, $11 million of that is coming from the interest rate sweep accounts. So, even in taking out the interest rate sweep account, you're still seeing really strong growth. I think it was about $12 million or so coming from th ...
Equitable(EQH) - 2023 Q1 - Quarterly Report
2023-05-08 16:00
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 March 31, 2023 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) Delaware 90-0226248 (St ...