Core Viewpoint - Equitable Holdings (EQH) has experienced a solid performance with a 31% gain over the past year, but a recent market sell-off has created an opportunity for investors as shares are now about 5% lower than the buy recommendation made in May [1] Financial Performance - In Q2, EQH reported earnings of $1.43, beating consensus by $0.03, with revenue of $3.5 billion, and a 20% increase in earnings year-over-year when excluding one-time items [1] - The company generated $2.3 billion in retirement net inflows during Q2, with spread products now accounting for approximately 50% of its assets under management (AUM) [1] Product Strategy - EQH is shifting towards less risky insurance products, reducing overall business risk and enabling more stable earnings [1][2] - The company is focused on earning a spread on investments versus payouts on annuities, benefiting from a favorable rate environment that has boosted sales [2] Segment Results - Individual retirement segment earned $236 million in Q2, a 23% increase in sales year-over-year, with account values rising 22% to $102 billion [3] - Group retirement saw a net inflow due to a $500 million partnership with BlackRock, with assets increasing by 12% to $39.3 billion [6] Alternative Investments - EQH's alternative investment portfolio has faced challenges, with a 2.6% loss in real estate equity, leading to a marked down portfolio [9] - Despite this, the company maintains a strong capital position with risk-based capital between 425-450%, and has paid a $400 million dividend to the holding company [10] Shareholder Returns - EQH is on track to return at least $1.4 billion to shareholders over the next year, with a projected capital return yield of 11.7-12% [10] - The company has reduced its share count by 8% over the past year, and raised its dividend to $0.24 from $0.22, maintaining a flat actual dividend cost compared to the previous year [10]

Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.40 per share. This compares to earnings of $1.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 2.14%. A quarter ago, it was expected that this company would post earnings of $1.31 per share when it actually produced earnings of $1.43, delivering a surprise of 9.16%. Over the last four quarters, the ...

Table of Contents | Consolidated Financials and Key Metrics | Page | | --- | --- | | Key Metrics Summary | 4 | | Consolidated Statements of Income (Loss) | 5 | | Consolidated Balance Sheets | 6 | | Consolidated Capital Structure | 7 | | Operating Earnings (Loss) by Segment and Corporate and Other | 8 | | Assets Under Management and Administration | 10 | | Sales Metrics by Segment | 11 | | Select Metrics from Business Segments | | | Individual Retirement | | | Statements of Operating Earnings (Loss) and Summ ...

Equitable Holdings, Inc. (EQH) has announced that its board of directors approved an increase in quarterly dividends, consistent with its previously disclosed plan. The company will now pay out 24 cents per share, marking a 9% increase from the previous dividend. The new dividend will be paid out on Jun 10, 2024 to stockholders of record as of Jun 3. Based on the increased rate, the annual dividend amounts to 96 cents per share. The dividend yield, calculated based on the new payout and the closing price on ...

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, 2024 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 Holdings, Inc. (EQH) reported $3.64 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 11.3%. EPS of $1.43 for the same period compares to $0.96 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.74 billion, representing a surprise of -2.61%. The company delivered an EPS surprise of +9.16%, with the consensus EPS estimate being $1.31.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

Table of Contents | Consolidated Financials and Key Metrics | Page | | --- | --- | | Key Metrics Summary | 4 | | Consolidated Statements of Income (Loss) | 5 | | Consolidated Balance Sheets | 6 | | Consolidated Capital Structure | 7 | | Operating Earnings (Loss) by Segment and Corporate and Other | 8 | | Assets Under Management and Administration | 9 | | Sales Metrics by Segment | 10 | | Select Metrics from Business Segments | | | Individual Retirement | | | Statements of Operating Earnings (Loss) and Summa ...

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE:EQH), the financial services holding company comprised of Equitable and AllianceBernstein, today announced new leadership appointments as the company continues to deliver on its strategic growth plans and deliver value for its stakeholders. Julia Zhang has been named the company’s Chief Risk Officer, effective April 1, pending approval from the Equitable Holdings Board of Directors. Zhang will report to Mark Pearson, President and Chief Executive Of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ——————————————— FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 001-38469 1345 Avenue of the Americas, New York, New York 10105 (Address of principal executive offices) (Zip Code) ———————————————— For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Equitable Holdings ...

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (the “Company”) (NYSE: EQH) announced today that its Board of Directors has declared a quarterly cash dividend of $0.22 per share of common stock. The dividend on the common stock will be payable March 4, 2024, to shareholders of record at the close of business on February 26, 2024. The Company’s board also declared the following cash dividends: Quarterly dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, with a l ...