Sep 30, 2021

Equitable Holdings Q3 2021 Earnings Report

Equitable Holdings reported strong Q3 2021 results driven by solid performance in retirement and asset management, with AUM up 17% and announcement of XXX financing transaction unlocking $1bn in value.

Key Takeaways

Equitable Holdings reported strong third-quarter results, driven by solid performance in its retirement and asset management businesses. Non-GAAP operating earnings were $1.94 per share, a 56% year-over-year increase. AUM increased by 17% to reach $871 billion. The company also announced a XXX financing transaction, unlocking $1 billion of capital.

Non-GAAP operating earnings of $1.94 per share, a 56% year-over-year increase.

AUM increased 17% year-over-year to $871 billion.

Individual Retirement reported a record quarter in sales of Structured Capital Strategies (SCS) buffered annuity product with $1.9 billion in first year premium.

Announced XXX financing transaction unlocking $1 billion in value.

Total Revenue
$3.62B
Previous year: $1.84B
+96.5%
EPS
$1.94
Previous year: $1.24
+56.5%
Assets Under Management
$871B
Previous year: $746B
+16.8%
Gross Profit
$2.55B
Previous year: $901M
+182.5%
Cash and Equivalents
$5.26B
Previous year: $8.68B
-39.5%
Total Assets
$285B
Previous year: $262B
+8.4%

Equitable Holdings

Equitable Holdings

Equitable Holdings Revenue by Segment

Forward Guidance

Equitable Holdings completed its annual actuarial assumption review in the third quarter, resulting in a limited impact to net income of $(85) million and a $6 million impact to non-GAAP operating earnings.

Revenue & Expenses

Visualization of income flow from segment revenue to net income