Dec 31, 2024

Equitable Holdings Q4 2024 Earnings Report

Expected Revenue:$3.98B
+12.7% YoY
Expected EPS:$1.65
+41.0% YoY

Key Takeaways

Equitable Holdings reported a net income of $899 million for Q4 2024, or $2.76 per share, compared to a net loss of $(698) million in Q4 2023. Non-GAAP operating earnings were $522 million, or $1.57 per share. The company returned $335 million to shareholders during the quarter.

Net income for the fourth quarter was $899 million, or $2.76 per share.

Non-GAAP operating earnings for the fourth quarter were $522 million, or $1.57 per share.

Returned $335 million to shareholders in the fourth quarter.

Total AUM/A was $1.0 trillion, a year-over-year increase of 10%.

Assets Under Mgmt
$1T
Cash and Equivalents
$1.8B
Previous year: $2B
-10.0%
Total Assets
$296B
Previous year: $277B
+6.9%

Equitable Holdings

Equitable Holdings

Equitable Holdings Revenue by Segment

Forward Guidance

Equitable Holdings expects strong momentum to continue in 2025, forecasting Non-GAAP operating EPS growth consistent with its 12-15% target and projecting cash generation to increase to $1.6-1.7 billion.

Positive Outlook

  • Strong momentum expected to continue in 2025.
  • Non-GAAP operating EPS growth projected to be consistent with 12-15% target.
  • Cash generation projected to increase to $1.6-1.7 billion.
  • Supported by organic growth across Retirement, Asset Management, and Wealth Management businesses.
  • Continued execution against strategic initiatives.