Dec 31, 2023

Equitable Holdings Q4 2023 Earnings Report

Equitable Holdings reported a net loss for Q4 2023, but non-GAAP operating earnings increased year-over-year, driven by strong performance in Individual Retirement and Wealth Management.

Key Takeaways

Equitable Holdings reported a net loss of $698 million for the fourth quarter of 2023, or $2.15 per share. However, non-GAAP operating earnings were $476 million, or $1.33 per share, up from $348 million in the prior year quarter. The company returned $315 million to shareholders in the quarter and authorized a new $1.3 billion share repurchase program.

Net loss of $698 million, or $2.15 per share, for the fourth quarter.

Non-GAAP operating earnings of $476 million, or $1.33 per share, for the fourth quarter.

Returned $315 million to shareholders in the fourth quarter.

Board approved a new $1.3 billion share repurchase authorization.

Total Revenue
$2.17B
Previous year: $1.9B
+14.5%
EPS
$1.33
Previous year: $1.11
+19.8%
Gross Profit
$1.03B
Previous year: $1.3B
-20.9%
Cash and Equivalents
$2B
Previous year: $4.28B
-53.3%
Total Assets
$277B
Previous year: $253B
+9.2%

Equitable Holdings

Equitable Holdings

Equitable Holdings Revenue by Segment

Forward Guidance

Equitable Holdings expects non-GAAP operating earnings per share growth to accelerate in 2024 and project increased cash generation of $1.4 billion to $1.5 billion.

Positive Outlook

  • Organic growth within Retirement and Wealth Management businesses.
  • Continued execution against strategic initiatives.
  • Higher interest rates
  • Favorable demographic trends
  • Strong Institutional pipeline with $12 billion

Revenue & Expenses

Visualization of income flow from segment revenue to net income