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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
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 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) ( ...
Equitable(EQH) - 2023 Q3 - Earnings Call Transcript
2023-11-01 18:16
Equitable Holdings, Inc. (NYSE:EQH) Q3 2023 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants Erik Bass - Head of IR Mark Pearson - President and CEO Robin Raju - CFO Nick Lane - President Onur Erzan - Head of AllianceBernstein’s Global Client Group and Private Wealth business Conference Call Participants Elyse Greenspan - Wells Fargo Thomas Gallagher - EVR Jimmy Bhullar - J.P. Morgan Alex Scott - Goldman Sachs Suneet Kamath - Jefferies Tracy Benguigui - Barclays Wilma Burdis - Raymo ...
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
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, 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) (State ...
Equitable(EQH) - 2023 Q2 - Earnings Call Transcript
2023-08-06 06:23
Equitable Holdings, Inc. (NYSE:EQH) Q2 2023 Earnings Call August 3, 2023 8:00 AM ET Company Participants Tom Lewis - Equitable Holdings Investor Relations Mark Pearson - President and Chief Executive Officer Robin Raju - Chief Financial Officer Nick Lane - President of Equitable Financial Bill Siemers - AllianceBernstein’s Interim Chief Financial Officer, Controller and Chief Accounting Officer Conference Call Participants Elyse Greenspan - Wells Fargo Thomas Gallagher - Evercore Ryan Krueger - KBW Jimmy Bh ...
Equitable(EQH) - 2023 Q1 - Quarterly Report
2023-05-08 16:00
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 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) (Stat ...
Equitable(EQH) - 2023 Q1 - Earnings Call Transcript
2023-05-06 14:23
Equitable Holdings, Inc. (NYSE:EQH) Q1 2023 Earnings Conference Call May 4, 2023 8:00 PM ET Company Participants Isil Muderrisoglu - Head-Investor Relations Mark Pearson - President and Chief Executive Officer Robin Raju - Chief Financial Officer Nick Lane - President-Equitable Financial Conference Call Participants Elyse Greenspan - Wells Fargo Jimmy Bhullar - J.P. Morgan Thomas Gallagher - EVR Andrew Kligerman - Credit Suisse Suneet Kamath - Jefferies Tracy Benguigui - Barclays Ryan Krueger - KBW Michael ...