Equitable Holdings, Inc. (EQH) reported $3.61 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 4.5%. EPS of $1.62 for the same period compares to $1.35 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.9 billion, representing a surprise of -7.31%. The company delivered an EPS surprise of +1.27%, with the consensus EPS estimate being $1.60.
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:- Retirement - Net flows: $1.29 billion compared to the $1.57 billion average estimate based on two analysts.
- Retirement - Total asset value end of period: $175.68 billion compared to the $176.53 billion average estimate based on two analysts.
- Wealth Management - Advisory net new assets: $2.02 billion versus $2.27 billion estimated by two analysts on average.
- Wealth Management - Total Wealth Management ending assets: $131.04 billion versus the two-analyst average estimate of $122.29 billion.
- Revenue- Policy charges, fee income and premiums: $669 million compared to the $674.25 million average estimate based on three analysts.
- Revenue- Investment management, service fees and other income: $1.68 billion compared to the $1.78 billion average estimate based on two analysts.
- Segment revenues- Corporate and Other: $525 million versus the two-analyst average estimate of $590.49 million. The reported number represents a year-over-year change of +157.4%.
- Revenue- Retirement- Policy charges, fee income and premiums: $307 million versus $324.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.
- Revenue- Retirement- Net investment income (loss): $1.19 billion versus the two-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of +72.2%.
- Revenue- Retirement- Net derivative gains (losses): $-6 million versus the two-analyst average estimate of $-3.5 million. The reported number represents a year-over-year change of +20%.
- Revenue- Retirement- Investment management, service fees and other income: $185 million versus the two-analyst average estimate of $186.25 million. The reported number represents a year-over-year change of +117.7%.
- Revenue- Wealth Management- Net investment income (loss): $3 million compared to the $3.5 million average estimate based on two analysts. The reported number represents a change of 0% year over year.
View all Key Company Metrics for Equitable Holdings here>>>
Shares of Equitable Holdings have returned +11.6% over the past month versus the Zacks S&P 500 composite's +10% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
