Sep 30, 2020

Equitable Holdings Q3 2020 Earnings Report

Equitable Holdings reported a net loss but strong non-GAAP operating earnings, driven by solid AUM growth and strategic execution.

Key Takeaways

Equitable Holdings reported a GAAP net loss of $779 million, or $1.77 per common share, but achieved non-GAAP operating earnings of $568 million, or $1.24 per common share. The company saw a 6% increase in assets under management, reaching $746 billion, and achieved its $75 million productivity target ahead of schedule. They also announced $500 million in incremental share repurchases for 2021.

Reported a GAAP Net loss of $779 million, or $1.77 per common share.

Achieved non-GAAP operating earnings of $568 million, or $1.24 per common share.

Assets Under Management grew by 6% to $746 billion.

Achieved run rate $75 million productivity target ahead of plan.

Total Revenue
$1.84B
Previous year: $3.03B
-39.2%
EPS
$1.24
Previous year: $1.38
-10.1%
Assets Under Management
$746B
Previous year: $701B
+6.4%
Gross Profit
$901M
Previous year: $2.08B
-56.6%
Cash and Equivalents
$8.68B
Previous year: $4.47B
+94.2%
Total Assets
$262B
Previous year: $245B
+7.3%

Equitable Holdings

Equitable Holdings

Equitable Holdings Revenue by Segment

Forward Guidance

Equitable Holdings expects to continue delivering on its 50-60% target payout ratio, and it recently announced Board approval for an incremental $500 million of share repurchases in 2021, subject to the close of its legacy variable annuity reinsurance transaction.

Revenue & Expenses

Visualization of income flow from segment revenue to net income