Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ——————————————— FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-38469 ———————————————— Equitable Holdings, Inc. (Exact name of registrant as specified in its charter) (Stat ...

Equitable Holdings, Inc. (NYSE:EQH) Q1 2024 Earnings Conference Call May 1, 2024 9:00 AM ET Company Participants Erik Bass - Head, Investor Relations Mark Pearson - President & Chief Executive Officer Robin Raju - Chief Financial Officer Nick Lane - President, Equitable Financial Jackie Marks - Chief Financial Officer, AllianceBernstein Onur Erzan - Head, Global Client Group & Private Wealth, AllianceBernstein Conference Call Participants Suneet Kamath - Jefferies Elyse Greenspan - Wells Fargo Ryan Krueger ...

16 Operating Earnings, adjusted for Notable Items1 Highlights Reinsurance Coverage on Claims2 ▪ Results consistent with typical seasonal pattern of higher Life and Employee Benefits claims in the first quarter ▪ Annualized premiums up 4% year-over-year in Life and 8% in Employee Benefits Key Metrics | --- | --- | --- | --- | |---------------------------|-------|-------|--------| | | 1Q23 | 1Q24 | Change | | Net Flows ($m) 2 | (523) | (659) | (136) | | | | | | | Policy Count (thousands) | 293 | 269 | (8)% | ...

Equitable Holdings, Inc. (EQH) reported $3.64 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 11.3%. EPS of $1.43 for the same period compares to $0.96 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.74 billion, representing a surprise of -2.61%. The company delivered an EPS surprise of +9.16%, with the consensus EPS estimate being $1.31.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

Table of Contents | Consolidated Financials and Key Metrics | Page | | --- | --- | | Key Metrics Summary | 4 | | Consolidated Statements of Income (Loss) | 5 | | Consolidated Balance Sheets | 6 | | Consolidated Capital Structure | 7 | | Operating Earnings (Loss) by Segment and Corporate and Other | 8 | | Assets Under Management and Administration | 9 | | Sales Metrics by Segment | 10 | | Select Metrics from Business Segments | | | Individual Retirement | | | Statements of Operating Earnings (Loss) and Summa ...

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE:EQH), the financial services holding company comprised of Equitable and AllianceBernstein, today announced new leadership appointments as the company continues to deliver on its strategic growth plans and deliver value for its stakeholders. Julia Zhang has been named the company’s Chief Risk Officer, effective April 1, pending approval from the Equitable Holdings Board of Directors. Zhang will report to Mark Pearson, President and Chief Executive Of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ——————————————— FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 001-38469 1345 Avenue of the Americas, New York, New York 10105 (Address of principal executive offices) (Zip Code) ———————————————— For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Equitable Holdings ...

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (the “Company”) (NYSE: EQH) announced today that its Board of Directors has declared a quarterly cash dividend of $0.22 per share of common stock. The dividend on the common stock will be payable March 4, 2024, to shareholders of record at the close of business on February 26, 2024. The Company’s board also declared the following cash dividends: Quarterly dividend of $328.125 per share on Series A 5.25% Non-Cumulative Perpetual Preferred Stock, with a l ...

Equitable Holdings, Inc. (NYSE:EQH) Q4 2023 Earnings Conference Call February 7, 2024 8:00 AM ET Company Participants Erik Bass - Head of Investor Relations Mark Pearson - President and Chief Executive Officer Nick Lane - President, Equitable Financial Onur Erzan - Head of AllianceBernstein's Global Client Group and Private Wealth business Robin Raju - Chief Financial Officer Conference Call Participants Suneet Kamath - Jefferies Elyse Greenspan - Wells Fargo Ryan Krueger - KBW Alex Scott - Goldman Sachs To ...

14 Equity market +/-10% = c. $150m after tax 4Q23 Earnings Presentation 15 Conservative, high quality investment portfolio | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|---------------|-------|------------------------|---------------------------------|-------|-------|-------|--------|-------|-------| | | | | | U.S. Treasury, Gov't and Agency | | | | | | | | | 6% | | Structured Credit | | | | | 4% | | | | | | 17% | Other Fixed Maturities | | | Baa | | | | | | 50% | $99 bn | 1 | ...