Several major companies just expanded their share repurchase authorizations, giving them fresh capacity to retire stock in 2026. In a market where buybacks matter more than ever for per-share results, that kind of firepower can provide a meaningful tailwind—especially when growth is uneven, and investors are scrutinizing capital allocation.
Equitable Holdings, Inc. (EQH) Q4 2025 Earnings Call Transcript
Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.76 per share, beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share a year ago.
Equitable Holdings (EQH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Equitable Holdings is upgraded to a 'strong buy' with 30% upside potential, driven by a strategic shift toward fee-based businesses. Recent bolt-on acquisitions and robust organic inflows are accelerating EQH's wealth management and asset management growth, supporting higher valuation multiples. Capital returns remain elevated, with $676 million in buybacks, $500 million in debt reduction, and a secure 2.2% dividend yield, underpinned by strong free cash flow.
Equitable Holdings, Inc. ( EQH ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Erik Bass - Chief Strategy Officer & Head of Investor Relations Mark Pearson - President, CEO & Director Robin Raju - Senior Executive VP & CFO Seth Bernstein - President, CEO & Director Nicholas Lane - President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions Conference Call Participants Suneet Kamath - Jefferies LLC, Research Division Thomas Gallagher - Evercore ISI Institutional Equities, Research Division Ryan Krueger - Keefe, Bruyette, & Woods, Inc., Research Division Joel Hurwitz - Dowling & Partners Securities, LLC Taylor Scott - Barclays Bank PLC, Research Division Jamminder Bhullar - JPMorgan Chase & Co, Research Division Elyse Greenspan - Wells Fargo Securities, LLC, Research Division Francis Matten - BMO Capital Markets Equity Research Tracy Benguigui - Wolfe Research, LLC Presentation Operator Hello, and welcome to Equitable Holdings, Inc. Third Quarter Earnings Call. Please note that this call is being recorded.
The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Equitable Holdings (EQH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Equitable Holdings, Inc. (NYSE:EQH ) KBW Insurance Conference 2025 September 4, 2025 9:50 AM EDT Company Participants Robin Raju - Senior Executive VP & CFO Conference Call Participants Ryan Krueger - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Ryan Krueger Managing Director of Equity Research All right. We are going to get started, everyone.
I remain bullish on Equitable Holdings as the RGA reinsurance deal unlocks $2B in capital and shifts earnings toward more stable, fee-based streams. Aggressive buybacks, a strong capital position, and a focus on recurring income should drive multiple expansions and long-term shareholder returns. Recent earnings were impacted by one-time items and claim timing, but these issues should fade, reducing future volatility and complexity.
Equitable Holdings, Inc. (NYSE:EQH ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Erik James Bass - Chief Strategy Officer & Head of Investor Relations Mark Pearson - President, CEO & Director Nicholas Burritt Lane - President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions Robin Matthew Raju - Senior Executive VP & CFO Conference Call Participants Cave Mohaghegh Montazeri - Deutsche Bank AG, Research Division Elyse Beth Greenspan - Wells Fargo Securities, LLC, Research Division Jack Matten - BMO Capital Markets Equity Research Jamminder Singh Bhullar - JPMorgan Chase & Co, Research Division Mark Douglas Hughes - Truist Securities, Inc., Research Division Michael Augustus Ward - UBS Investment Bank, Research Division Ryan Joel Krueger - Keefe, Bruyette, & Woods, Inc., Research Division Suneet Laxman L. Kamath - Jefferies LLC, Research Division Thomas George Gallagher - Evercore ISI Institutional Equities, Research Division Wilma Carter Jackson Burdis - Raymond James & Associates, Inc., Research Division Operator Thank you for standing by, and welcome to the Equitable Holdings, Inc. Second Quarter Earnings Call.
While the top- and bottom-line numbers for Equitable Holdings (EQH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.