Equitable Holdings (EQH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Equitable Holdings, Inc. reported $3.95 billion in revenue for Q4 2024, marking an 11.3% year-over-year increase, with EPS of $1.57 compared to $1.33 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $3.99 billion, resulting in a surprise of -1.01%, while the EPS also missed the consensus estimate of $1.61 by -2.48% [1] Financial Performance Metrics - Individual Retirement - Total Net Flows were $1.75 billion, exceeding the average estimate of $1.52 billion [4] - Individual Retirement - Total Account Value at the end of the period was $110.54 billion, slightly below the average estimate of $112.17 billion [4] - Segment revenues for Legacy were $129 million, surpassing the average estimate of $120.45 million [4] - Segment revenues for Wealth Management reached $481 million, exceeding the average estimate of $470.81 million [4] - Segment revenues for Corporate and Other were $224 million, falling short of the average estimate of $283.41 million [4] - Individual Retirement - Net Investment Income was $666 million, above the average estimate of $647.04 million [4] - Individual Retirement - Policy Charges, Fee Income, and Premiums were $223 million, exceeding the average estimate of $213.76 million [4] Stock Performance - Equitable Holdings' shares returned +8.4% over the past month, outperforming the Zacks S&P 500 composite's +1.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]