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TürkçeCompared to Estimates, Equitable Holdings (EQH) Q4 Earnings: A Look at Key Metrics
For the quarter ended December 2025, Equitable Holdings, Inc. (EQH) reported revenue of $3.74 billion, down 5.4% over the same period last year. EPS came in at $1.76, compared to $1.57 in the year-ago quarter.
The reported revenue represents a surprise of -7.2% over the Zacks Consensus Estimate of $4.03 billion. With the consensus EPS estimate being $1.75, the EPS surprise was +0.64%.
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: $1.26 billion compared to the $1.48 billion average estimate based on two analysts. Retirement - Total asset value end of period: $163.86 billion versus $177.11 billion estimated by two analysts on average. Wealth Management - Advisory net new assets: $2.15 billion versus the two-analyst average estimate of $1.89 billion. Wealth Management - Total Wealth Management ending assets: $122.01 billion compared to the $122.15 billion average estimate based on two analysts. Segment revenues- Retirement: $1.67 billion versus the three-analyst average estimate of $1.66 billion. The reported number represents a year-over-year change of +70.4%. Revenue- Retirement- Investment management, service fees and other income: $186 million versus the three-analyst average estimate of $185.87 million. The reported number represents a year-over-year change of +97.9%. Revenue- Policy charges, fee income and premiums: $435 million compared to the $810.18 million average estimate based on three analysts. Revenue- Retirement- Net derivative gains (losses): $-9 million versus the three-analyst average estimate of $-2.03 million. The reported number represents a year-over-year change of +80%. Revenue- Retirement- Net investment income (loss): $1.16 billion versus the three-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +74.3%. Revenue- Retirement- Policy charges, fee income and premiums: $328 million versus the three-analyst average estimate of $312.96 million. The reported number represents a year-over-year change of +47.1%. Segment revenues- Corporate and Other: $557 million versus the three-analyst average estimate of $845.64 million. The reported number represents a year-over-year change of +148.7%. Segment revenues- Wealth Management: $548 million versus $523.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.View all Key Company Metrics for Equitable Holdings here>>>
Shares of Equitable Holdings have returned -8.4% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Free Report: Profiting from the 2nd Wave of AI Explosion
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Equitable Holdings, Inc. (EQH): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).