Equitable Holdings, Inc. (EQH) reported $3.95 billion in income for the quarter ended December 2024, representing a year-over-year enhance of 11.3%. EPS of $1.57 for a similar interval compares to $1.33 a yr in the past.
The reported income compares to the Zacks Consensus Estimate of $3.99 billion, representing a shock of -1.01%. The corporate delivered an EPS shock of -2.48%, with the consensus EPS estimate being $1.61.
Whereas buyers scrutinize income and earnings modifications year-over-year and the way they examine with Wall Road expectations to find out their subsequent transfer, some key metrics all the time supply a extra correct image of an organization’s monetary well being.
As these metrics affect top- and bottom-line efficiency, evaluating them to the year-ago numbers and what analysts estimated helps buyers challenge a inventory’s worth efficiency extra precisely.
Right here is how Equitable Holdings carried out within the simply reported quarter when it comes to the metrics most generally monitored and projected by Wall Road analysts:
- Particular person Retirement – Account Values – Whole – Web flows: $1.75 billion in comparison with the $1.52 billion common estimate based mostly on two analysts.
- Particular person Retirement – Account Values – Normal Account – Stability as of finish of interval: $69.02 billion in comparison with the $69.04 billion common estimate based mostly on two analysts.
- Particular person Retirement – Separate Accounts: $41.52 billion versus $43.13 billion estimated by two analysts on common.
- Particular person Retirement – Whole Account Worth – EOP: $110.54 billion versus the two-analyst common estimate of $112.17 billion.
- Phase revenues- Legacy: $129 million versus the three-analyst common estimate of $120.45 million.
- Phase revenues- Wealth Administration: $481 million versus the three-analyst common estimate of $470.81 million.
- Phase revenues- Company and Different: $224 million versus the three-analyst common estimate of $283.41 million.
- Particular person Retirement- Coverage expenses, payment earnings and premiums: $223 million versus the two-analyst common estimate of $213.76 million.
- Particular person Retirement- Web funding earnings (loss): $666 million in comparison with the $647.04 million common estimate based mostly on two analysts.
- Particular person Retirement- Web spinoff features (losses): -$5 million versus the two-analyst common estimate of -$5.56 million.
- Particular person Retirement- Funding administration, service charges and different earnings: $94 million versus the two-analyst common estimate of $94.23 million.
- Group Retirement- Coverage expenses, payment earnings and premiums: $84 million versus the two-analyst common estimate of $85.20 million.
View all Key Company Metrics for Equitable Holdings here>>>
Shares of Equitable Holdings have returned +8.4% over the previous month versus the Zacks S&P 500 composite’s +1.7% change. The inventory at the moment has a Zacks Rank #3 (Maintain), indicating that it might carry out in step with the broader market within the close to time period.
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Equitable Holdings, Inc. (EQH) : Free Stock Analysis Report
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