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Compared to Estimates, Equitable Holdings (EQH) Q3 Earnings: A Look at Key Metrics
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Equitable Holdings, Inc. (EQH - Free Report) reported $3.79 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 1.3%. EPS of $2.13 for the same period compares to $1.48 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.9 billion, representing a surprise of -2.92%. The company delivered an EPS surprise of +13.9%, with the consensus EPS estimate being $1.87.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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:
Retirement - Net flows: $1.1 billion compared to the $1.02 billion average estimate based on two analysts.
Retirement - Total asset value end of period: $188.98 billion versus $192.43 billion estimated by two analysts on average.
Asset Management - AUM, Balance as of end of period: $900.40 billion compared to the $914.05 billion average estimate based on two analysts.
Wealth Management - Total AUA: $140.44 billion compared to the $145.67 billion average estimate based on two analysts.
Segment revenues- Retirement: $1.88 billion versus $1.84 billion estimated by two analysts on average.
Segment revenues- Wealth Management: $582 million versus $598.23 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.6% change.
Segment revenues- Corporate and Other: $433 million versus $606.29 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -41.6% change.
Revenues- Retirement- Policy charges, fee income and premiums: $331 million compared to the $343.81 million average estimate based on two analysts.
Revenues- Retirement- Net investment income (loss): $1.32 billion compared to the $1.3 billion average estimate based on two analysts.
Revenues- Corporate and Other- Investment management, service fees and other income: $128 million compared to the $121 million average estimate based on two analysts.
Revenues- Retirement- Investment management, service fees and other income: $243 million versus the two-analyst average estimate of $199.58 million.
Revenues- Wealth Management- Net investment income (loss): $4 million compared to the $3.5 million average estimate based on two analysts. The reported number represents a change of +33.3% year over year.
Shares of Equitable Holdings have returned +2.3% over the past month versus the Zacks S&P 500 composite's -0.9% 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.
View the Zacks #1 Rank List
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Compared to Estimates, Equitable Holdings (EQH) Q3 Earnings: A Look at Key Metrics
Equitable Holdings, Inc. (EQH - Free Report) reported $3.79 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 1.3%. EPS of $2.13 for the same period compares to $1.48 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.9 billion, representing a surprise of -2.92%. The company delivered an EPS surprise of +13.9%, with the consensus EPS estimate being $1.87.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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:View all Key Company Metrics for Equitable Holdings here>>>
Shares of Equitable Holdings have returned +2.3% over the past month versus the Zacks S&P 500 composite's -0.9% 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.