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Equitable Holdings (EQH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
EQHEquitable(EQH) ZACKS·2025-02-06 02:31

Core Insights - Equitable Holdings, Inc. reported 3.95billioninrevenueforQ42024,markingan11.33.95 billion in revenue for Q4 2024, marking an 11.3% year-over-year increase, with EPS of 1.57 compared to 1.33ayearago[1]TherevenuefellshortoftheZacksConsensusEstimateof1.33 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 1.61by2.481.61 by -2.48% [1] Financial Performance Metrics - Individual Retirement - Total Net Flows were 1.75 billion, exceeding the average estimate of 1.52billion[4]IndividualRetirementTotalAccountValueattheendoftheperiodwas1.52 billion [4] - Individual Retirement - Total Account Value at the end of the period was 110.54 billion, slightly below the average estimate of 112.17billion[4]SegmentrevenuesforLegacywere112.17 billion [4] - Segment revenues for Legacy were 129 million, surpassing the average estimate of 120.45million[4]SegmentrevenuesforWealthManagementreached120.45 million [4] - Segment revenues for Wealth Management reached 481 million, exceeding the average estimate of 470.81million[4]SegmentrevenuesforCorporateandOtherwere470.81 million [4] - Segment revenues for Corporate and Other were 224 million, falling short of the average estimate of 283.41million[4]IndividualRetirementNetInvestmentIncomewas283.41 million [4] - Individual Retirement - Net Investment Income was 666 million, above the average estimate of 647.04million[4]IndividualRetirementPolicyCharges,FeeIncome,andPremiumswere647.04 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]