AXA Equitable Holdings Inc

Equitable Holdings, Inc. engages in the provision of financial services. It offers investment management insights, expertise and innovations to drive better investment decisions and outcomes for clients and institutional investors worldwide. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment provides variable annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income by allowing them to invest in various markets through underlying investment options. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, as well as small and medium-sized businesses. The Investment Management and Research segment deals with diversified investment management, research and related services. The Protection Solutions segment includes life insurance products and the employee benefits business. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.

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Earnings data Q4 2024

Equitable Holdings resilient in earnings, eyes strategic expansion opportunities

Equitable Holdings showed resilience in earnings amidst market challenges, with stable assets under management and strong shareholder returns.
The company demonstrated operational efficiency and growth in key business segments, while also facing short-term financial impacts and operational complexities.
Opportunities lie in enhanced shareholder returns, strategic expansion, margin improvement, and further growth in advisory services.
Maintaining a disciplined approach to M&A and focusing on profitable ventures will be crucial for sustained growth and profitability.

AXA Equitable Holdings Inc reports robust Q1 performance and addresses challenges

AXA Equitable Holdings Inc delivered strong financial results in Q1, demonstrating growth in operating earnings, assets under management, and shareholder returns.
The company's focus on risk management through new LDTI standards and business segment separation has improved capital efficiency and financial stability.
While facing challenges related to mortality volatility and business transformation, AXA Equitable Holdings Inc remains well-positioned to capitalize on growth opportunities.
Strategic initiatives to enhance shareholder value, optimize revenue streams, and address investor concerns will be key for the company's future success.

Equitable Holdings reports strong Q2 earnings and eyes growth opportunities

Equitable Holdings delivered a strong Q2 performance with robust earnings and strategic progress in optimizing capital structure and enhancing cash generation capabilities.
While facing challenges in Asset Management outflows and debts acceleration from older policies, the company is well-positioned to capitalize on growth opportunities in Wealth Management and China market expansion.
Overall, Equitable Holdings' focus on financial stability, growth strategies, and long-term goals underscores its commitment to creating value for shareholders and sustaining profitability.

Equitable Holdings reports robust Q3 earnings amidst growth opportunities

Equitable Holdings delivered strong financial performance in Q3, with robust earnings growth and record sales in key segments.
While facing challenges in certain segments, the company remains confident in its growth trajectory and capital return strategies.
Opportunities for acquisitions, organic growth, and leveraging market trends position Equitable Holdings for continued success and value creation.
Navigating regulatory changes and market dynamics while focusing on sustainable growth will be crucial for Equitable Holdings' future performance.

Equitable Holdings Inc reports robust Q4 earnings and growth strategies

Equitable Holdings Inc (EQH) delivered strong financial results in Q4 2023, driven by growth in key segments and disciplined expense management.
While facing challenges related to interest rate sensitivity and potential impacts of reinsurance solutions, the company remains focused on enhancing shareholder value.
Strategic opportunities lie in market expansion, capital allocation optimization, and leveraging growth engines to drive sustained performance and profitability.

Equitable Holdings reports robust Q1 earnings, eyes U.S. retirement market

Equitable Holdings delivered strong financial results in Q1 2024, showcasing growth in earnings, assets under management, and strategic positioning in key business segments. While facing challenges in legacy business outflows and alternative investment returns, Equitable remains optimistic about capturing growth opportunities in the retirement market.

Equitable Holdings reports strong Q3 earnings, bullish on retirement growth

Equitable Holdings demonstrated robust financial performance in Q3 2024, with strong earnings growth and increased assets under management. The company's focus on the retirement market, coupled with its integrated business model, positions it well for future opportunities. While challenges exist, Equitable's strategic strengths and bullish outlook on retirement growth are key highlights.

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Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.

NEW YORK--(BUSINESS WIRE)--Equitable Holdings to Join the S&P MidCap 400 Index.

Equitable Holdings to Join the S&P MidCap 400 Index

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NEW YORK--(BUSINESS WIRE)--Equitable Holdings to Participate in the 2023 Goldman Sachs US Financial Services Conference.

Equitable Holdings to Participate in the 2023 Goldman Sachs US Financial Services Conference

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSE: EQH), announced today that the company's Employee Benefits business has enhanced its EB360® platform by fully digitizing the benefits onboarding process for benefits brokers and employers. Each year as employers prepare for benefits open enrollment season, their brokers spend countless hours filling out paperwork and preparing documents for their employer clients to co.

Equitable Enhances EB360® Platform with Digital Onboarding

Equitable Holdings, Inc. (NYSE:EQH ) Q3 2023 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants Erik Bass - Head of IR Mark Pearson - President and CEO Robin Raju - CFO Nick Lane - President Onur Erzan - Head of AllianceBernstein's Global Client Group and Private Wealth business Conference Call Participants Elyse Greenspan - Wells Fargo Thomas Gallagher - EVR Jimmy Bhullar - J.P. Morgan Alex Scott - Goldman Sachs Suneet Kamath - Jefferies Tracy Benguigui - Barclays Wilma Burdis - Raymond James Maxwell Fritscher - Truist Securities Michael Ward - Citi Operator Good morning.

Equitable Holdings, Inc. (EQH) Q3 2023 Earnings Conference Call Transcript

While the top- and bottom-line numbers for Equitable Holdings, Inc. (EQH) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Equitable Holdings, Inc. (EQH) Q3 Earnings: A Look at Key Metrics

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reports Third Quarter 2023 Results.

Equitable Holdings Reports Third Quarter 2023 Results

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the call for applications for its 2024 Equitable Excellence® Scholarship. The long-running annual scholarship program is open to high school seniors across the country, and it underscores the company's belief in the societal benefits of expanding access to education. Watch this brief video to learn more about the Equitable Excellence® S.

Equitable Excellence® Scholarship Application Cycle Opens

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. Schedules Announcement of Third Quarter 2023 Results.

Equitable Holdings, Inc. Schedules Announcement of Third Quarter 2023 Results

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NEW YORK--(BUSINESS WIRE)--Erik Bass appointed as Head of Investor Relations for Equitable Holdings.

Erik Bass appointed as Head of Investor Relations for Equitable Holdings

NEW YORK--(BUSINESS WIRE)--Equitable Holdings to Participate in the 2023 KBW Insurance Conference.

Equitable Holdings to Participate in the 2023 KBW Insurance Conference

Equitable Holdings achieved record net inflows of $1.4 billion in the Retirement segment, indicating strong demand and positive market outlook. The company's diversified financial services and solid fundamentals, including a high cash flow margin and strong dividend growth, make it an attractive investment. EQH's focus on high-value assets and plans for growth in asset management position it for rapid growth in the coming years.

Equitable Holdings: Undervalued Against Sector Averages With A Great Dividend

Equitable Holdings, Inc. (NYSE:EQH ) Q2 2023 Earnings Call August 3, 2023 8:00 AM ET Company Participants Tom Lewis - Equitable Holdings Investor Relations Mark Pearson - President and Chief Executive Officer Robin Raju - Chief Financial Officer Nick Lane - President of Equitable Financial Bill Siemers - AllianceBernstein's Interim Chief Financial Officer, Controller and Chief Accounting Officer Conference Call Participants Elyse Greenspan - Wells Fargo Thomas Gallagher - Evercore Ryan Krueger - KBW Jimmy Bhullar - J.P. Morgan Suneet Kamath - Jefferies Alex Scott - Goldman Sachs Tracy Benguigui - Barclays Mark Hughes - Truist Securities Michael Ward - Citi Operator Ladies and gentlemen, thank you for standing by.

Equitable Holdings, Inc. (EQH) Q2 2023 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reports Second Quarter 2023 Results.

Equitable Holdings Reports Second Quarter 2023 Results

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. Schedules Announcement of Second Quarter 2023 Results.

Equitable Holdings, Inc. Schedules Announcement of Second Quarter 2023 Results

NEW YORK--(BUSINESS WIRE)--Equitable Holdings to Participate in the 2023 Morgan Stanley US Financials, Payments and CRE Conference.

Equitable Holdings to Participate in the 2023 Morgan Stanley US Financials, Payments and CRE Conference

Equitable Holdings' (EQH) strong financial position with a bright future ahead enables it to take such investor-friendly measures.

Equitable Holdings' (EQH) Board Okays New 10% Dividend Hike

By 2027, Equitable (EQH) expects to generate $2 billion cash annually.

Equitable (EQH) Eyes 12-15% Bottom-Line Growth Per Annum

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NEW YORK--(BUSINESS WIRE)--Equitable Holdings Announces New Financial Guidance at 2023 Investor Day.

Equitable Holdings Announces New Financial Guidance at 2023 Investor Day

Equitable Holdings, Inc. (NYSE:EQH ) Q1 2023 Earnings Conference Call May 4, 2023 8:00 PM ET Company Participants Isil Muderrisoglu - Head-Investor Relations Mark Pearson - President and Chief Executive Officer Robin Raju - Chief Financial Officer Nick Lane - President-Equitable Financial Conference Call Participants Elyse Greenspan - Wells Fargo Jimmy Bhullar - J.P. Morgan Thomas Gallagher - EVR Andrew Kligerman - Credit Suisse Suneet Kamath - Jefferies Tracy Benguigui - Barclays Ryan Krueger - KBW Michael Ward - Citigroup Operator Thank you for standing by, and welcome to the Equitable Holdings First Quarter Earnings Call.

Equitable Holdings, Inc. (EQH) Q1 2023 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Equitable Holdings Reports First Quarter 2023 Results.

Equitable Holdings Reports First Quarter 2023 Results

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Seth Bernstein, President and CEO, to Participate in the Equitable Investor Day, on May 10th, 2023

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE: EQH) announced today that it will release financial results for the first quarter of 2023 after the market closes on Wednesday, May 3, 2023. The company will host a conference call webcast on Thursday, May 4, 2023 at 8:00 a.m. ET to discuss the results.

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