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Mar 31, 2025
Equitable Holdings Q1 2025 Earnings Report
Equitable Holdings reported solid Q1 2025 earnings with strong net inflows across key segments despite macro uncertainty.
Key Takeaways
Equitable Holdings delivered strong results in Q1 2025 with solid net inflows across Retirement, Wealth Management, and Asset Management. The company maintained robust liquidity and capital metrics, while progressing on its reinsurance transaction with RGA to unlock over $2 billion of capital.
Revenue by Segment
Forward Guidance
Equitable expects to close the RGA reinsurance deal mid-2025, freeing over $2B in capital and enabling additional share repurchases, while navigating uncertain macroeconomic conditions.
Positive Outlook
- RGA reinsurance deal on track to free $2B+ in capital
- Incremental $500M share repurchase planned post-transaction
- Increased ownership in AllianceBernstein to 69%
- Strong capital position with 425% RBC ratio
- Quarterly dividend increase planned from $0.24 to $0.27
Challenges Ahead
- Net income declined YoY from $92M to $63M
- Non-GAAP operating earnings dropped YoY from $477M to $421M
- Protection Solutions segment experienced a loss due to high mortality
- Legacy segment continues to decline with $719M in net outflows
Historical Earnings Impact
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Avg. Return Before/After Earnings
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