Equitable Holdings, Inc. (EQH) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.43 per share a year ago.
Equitable Holdings (EQH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings (EQH) have what it takes?
Equitable Holdings' preferred shares now offer higher yields, due to rising rates, but balance sheet risks persist, especially from unrealized losses on fixed maturity investments. The company's net income remains healthy relative to preferred dividends, yet leverage is extremely high, with a debt-to-equity ratio of 37.6 to 1. S&P's negative credit outlook and a BBB- rating put the preferred shares on the brink of junk status, increasing the risk of further yield spikes.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings, Inc. (EQH) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equitable Holdings, Inc. (EQH) have what it takes?
RGA gets a buy rating for my initial coverage, as a top 10 firm in the reinsurance sector, a necessary segment for insurance risk transfer. A strategic deal with Equitable Holdings could drive future top-line growth, while the firm is also globally diversified in many regions. The firm has been a proven dividend grower, and has a large portfolio of income-producing fixed income assets to supplement revenue.
More than half of EQH's cash flow comes from non-insurance business, providing diversification benefits.
Equitable Holdings' transformation toward capital-light, recurring revenue streams and asset management supports multiple expansion and a higher valuation. Strategic reinsurance and AllianceBernstein transactions free up capital, enabling significant buybacks and dividend growth, with robust liquidity and strong risk-based capital ratios. The earnings mix is shifting toward more predictable, fee-based income, reducing volatility, while insurance and wealth management units continue to perform well.
EQH returns $74 million as cash dividends and $261 million as share repurchases in the first quarter of 2025.
Equitable Holdings, Inc. (NYSE:EQH ) Q1 2025 Earnings Conference Call April 30, 2025 9:00 AM ET Company Participants Erik Bass - Head of IR Mark Pearson - President and CEO Nick Lane - President, Equitable Financial Onur Erzan - Head, AllianceBernstein Global Client Group and Private Wealth Business Robin Raju - CFO Conference Call Participants Suneet Kamath - Jefferies Ryan Krueger - KBW Michael Ward - UBS Tom Gallagher - Evercore Jimmy Bhullar - JPMorgan Joel Hurwitz - Dowling & Partners Jack Madden - BMO Capital Markets Nick Anido - Wells Fargo Maxwell Fritscher - Truist Securities Wilma Burdis - Raymond James Operator Hello, and welcome to the Equitable Holdings First Quarter Earnings Call. All lines have been placed on mute to prevent any background noise.
The headline numbers for Equitable Holdings (EQH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.