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Equitable Holdings (EQH) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2025, Equitable Holdings, Inc. (EQH - Free Report) reported revenue of $3.8 billion, up 5% over the same period last year. EPS came in at $1.41, compared to $1.43 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.92 billion, representing a surprise of -2.92%. The company delivered an EPS surprise of +10.16%, with the consensus EPS estimate being $1.28.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Equitable Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Individual Retirement - Account Values - Total - Net flows: $1.7 billion compared to the $1.7 billion average estimate based on two analysts.
  • Individual Retirement - Account Values - General Account - Balance as of end of period: $77.38 billion versus the two-analyst average estimate of $73.77 billion.
  • Individual Retirement - Separate Accounts: $41.21 billion compared to the $40.93 billion average estimate based on two analysts.
  • Individual Retirement - Total Account Value - EOP: $118.58 billion versus the two-analyst average estimate of $114.76 billion.
  • Segment revenues- Legacy: $100 million versus the three-analyst average estimate of $115.08 million.
  • Segment revenues- Wealth Management: $471 million versus $481.91 million estimated by three analysts on average.
  • Segment revenues- Corporate and Other: $226 million versus the three-analyst average estimate of $216.73 million.
  • Individual Retirement- Policy charges, fee income and premiums: $208 million versus the two-analyst average estimate of $222.3 million.
  • Individual Retirement- Net investment income (loss): $719 million versus the two-analyst average estimate of $735.58 million.
  • Individual Retirement- Net derivative gains (losses): $-5 million compared to the $-5.49 million average estimate based on two analysts.
  • Individual Retirement- Investment management, service fees and other income: $84 million compared to the $88.55 million average estimate based on two analysts.
  • Group Retirement- Policy charges, fee income and premiums: $80 million versus $80.26 million estimated by two analysts on average.

View all Key Company Metrics for Equitable Holdings here>>>

Shares of Equitable Holdings have returned -6.8% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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