Equitable Projects Rapid EPS Growth and Aims for $2B Annual Cash by 2027 Through Strategic Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy EQH?
Source: SeekingAlpha
Management Insights: Equitable Holdings reported strong Q3 results with $1.1 trillion in assets under management, driven by organic growth and strategic capital allocation, including a $200 million investment in Asset and Wealth Management and the acquisition of Stifel Independent Advisors.
Financial Performance: Non-GAAP operating earnings were $455 million, or $1.48 per share, with a record increase in assets under management and significant advisory net inflows in Wealth Management, despite a GAAP net loss of $1.3 billion due to a one-time impact from a reinsurance transaction.
Future Outlook: Management remains confident in achieving 2027 targets, including $2 billion in annual cash generation and continued double-digit earnings growth in Wealth Management, while also projecting a return to a 20% tax rate in 2026.
Analyst Sentiment: Analysts expressed concerns about risk management in private credit and competition in RILA products, but overall maintained a constructive tone, focusing on Equitable's execution against strategic targets and capital deployment strategies.
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Analyst Views on EQH
Wall Street analysts forecast EQH stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 43.580
Low
57.00
Averages
61.33
High
66.00
Current: 43.580
Low
57.00
Averages
61.33
High
66.00
About EQH
Equitable Holdings, Inc. is a financial services holding company, which consists of complementary businesses, such as Equitable, AllianceBernstein and Equitable Advisors. Its segments include Retirement, Asset Management, and Wealth Management. Retirement segment provides retirement solutions to individual and institutional clients, including individual and group annuities, retirement savings plans, and institutional savings products. Asset Management segment provides diversified investment management and related services globally to a range of clients through three main client channels: Institutional, Retail and Private Wealth. Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Equitable provides retirement and protection strategies to individuals, families and businesses. AllianceBernstein is an investment management firm that offers diversified investment services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Equitable Holdings Declares Quarterly Dividend of $0.268
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- Payment Schedule: The dividend is set to be paid on March 11, with a record date of March 4 and an ex-dividend date also on March 4, ensuring shareholders receive their returns in a timely manner.
- Cash Generation Target: Equitable aims for $1.8 billion in cash generation by 2026, indicating progress in its capital-light strategy, which is designed to enhance long-term financial health and shareholder returns.
- Business Transformation Potential: Despite the market underappreciating Equitable's business transformation, the strong growth potential highlighted in the Q4 2025 earnings report may attract increased investor attention in the future.
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- Significant Revenue Decline: The company's Q4 revenue of $3.28 billion represents a 9.4% year-over-year decrease, missing estimates by $760 million, reflecting challenges in the market environment and slow progress in business transformation.
- Underappreciated Business Transformation: Despite the current disappointing earnings report, the market may be underestimating Equitable Holdings' potential for business transformation, which could enhance competitiveness and improve financial performance through innovation and optimization in the future.
- Leadership Change: AllianceBernstein's appointment of Onur Erzan as president may bring new strategic direction and leadership to Equitable Holdings, potentially aiding the company in seeking breakthroughs in future market competition.
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- Historical Performance Review: Over the past two years, EQH has beaten EPS estimates 50% of the time and revenue estimates only 13% of the time, highlighting volatility in its profitability that investors should monitor for future stability in earnings.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and five downward adjustments, while revenue estimates experienced three upward and two downward revisions, reflecting mixed market sentiment regarding the company's future performance, which could impact investor confidence.
- Strategic Goal Outlook: Equitable Holdings aims to achieve $2 billion in annual cash flow by 2027, indicating that the company is accelerating EPS growth through strategic investments, which investors should watch closely for potential impacts on its business transformation.
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- Profit Explosion: Sandisk's operating profits skyrocketed 505% to $1.1 billion in the quarter ending January 2, driven by price hikes to meet insatiable market demand, showcasing its robust pricing power.
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- Profits Soar: The company's operating profits skyrocketed 505% to $1.1 billion for the quarter ending January 2, indicating its ability to meet the surging storage demands and enhance profit margins through price increases.
- Analyst Optimism: Bernstein analyst Mark Newman raised Sandisk's price target from $580 to $1,000, suggesting a potential upside of about 50% from current levels, demonstrating market confidence in its pricing power and future profitability.
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- Insider Stock Purchases: Directors Bruce I. Sachs and Suketu Upadhyay acquired deferred stock units on January 15, with Sachs purchasing 107.088 units valued at approximately $47,499 and Upadhyay acquiring 80.316 units valued at nearly $35,624, demonstrating executive confidence in the company's future.
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- Quarterly Dividend Announcement: Equitable Holdings, Inc. declares a quarterly dividend of $0.268 per share, reflecting the company's ongoing commitment to maintaining stable cash flows, which is likely to attract more investor interest.
- Payment Schedule: The dividend is set to be paid on March 11, with a record date of March 4 and an ex-dividend date also on March 4, ensuring shareholders receive their returns in a timely manner.
- Cash Generation Target: Equitable aims for $1.8 billion in cash generation by 2026, indicating progress in its capital-light strategy, which is designed to enhance long-term financial health and shareholder returns.
- Business Transformation Potential: Despite the market underappreciating Equitable's business transformation, the strong growth potential highlighted in the Q4 2025 earnings report may attract increased investor attention in the future.
See More
Equitable Holdings Q4 Earnings Miss Expectations
- Earnings Miss: Equitable Holdings reported a Q4 non-GAAP EPS of $1.73, falling short of expectations by $0.02, indicating pressure on profitability that may affect investor confidence.
- Significant Revenue Decline: The company's Q4 revenue of $3.28 billion represents a 9.4% year-over-year decrease, missing estimates by $760 million, reflecting challenges in the market environment and slow progress in business transformation.
- Underappreciated Business Transformation: Despite the current disappointing earnings report, the market may be underestimating Equitable Holdings' potential for business transformation, which could enhance competitiveness and improve financial performance through innovation and optimization in the future.
- Leadership Change: AllianceBernstein's appointment of Onur Erzan as president may bring new strategic direction and leadership to Equitable Holdings, potentially aiding the company in seeking breakthroughs in future market competition.
See More
Equitable Holdings to Announce Q4 Earnings on February 4
- Earnings Announcement Schedule: Equitable Holdings (EQH) is set to release its Q4 2023 earnings on February 4 after market close, with consensus EPS estimates at $1.75, reflecting an 11.5% year-over-year increase, and revenue estimates at $4.04 billion, also up 11.6%, indicating a positive financial trajectory for the company.
- Historical Performance Review: Over the past two years, EQH has beaten EPS estimates 50% of the time and revenue estimates only 13% of the time, highlighting volatility in its profitability that investors should monitor for future stability in earnings.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and five downward adjustments, while revenue estimates experienced three upward and two downward revisions, reflecting mixed market sentiment regarding the company's future performance, which could impact investor confidence.
- Strategic Goal Outlook: Equitable Holdings aims to achieve $2 billion in annual cash flow by 2027, indicating that the company is accelerating EPS growth through strategic investments, which investors should watch closely for potential impacts on its business transformation.
See More
Sandisk Shares Surge Following Positive Analyst Commentary
- Stock Surge: Sandisk's shares jumped over 15% on Monday, closing at $88.83, reflecting market optimism regarding its future performance, particularly amid the surge in AI data center demand.
- Significant Sales Growth: The company's sales soared 61% year-over-year to $3 billion in the most recent quarter, indicating strong performance in meeting storage needs of large tech firms, further solidifying its market position.
- Profit Explosion: Sandisk's operating profits skyrocketed 505% to $1.1 billion in the quarter ending January 2, driven by price hikes to meet insatiable market demand, showcasing its robust pricing power.
- Analyst Optimism: Bernstein analyst Mark Newman raised Sandisk's price target from $580 to $1,000, suggesting a potential 50% upside, with his earnings per share forecast significantly above consensus, reflecting confidence in the company's future profitability.
See More
Sandisk Sales Surge, Stock Price Could Rise 50%
- Significant Sales Growth: Sandisk's sales surged 61% year-over-year to $3 billion in the latest quarter, reflecting a strong demand for high-performance storage solutions amid the rapid expansion of AI data centers, thereby solidifying its market position.
- Profits Soar: The company's operating profits skyrocketed 505% to $1.1 billion for the quarter ending January 2, indicating its ability to meet the surging storage demands and enhance profit margins through price increases.
- Analyst Optimism: Bernstein analyst Mark Newman raised Sandisk's price target from $580 to $1,000, suggesting a potential upside of about 50% from current levels, demonstrating market confidence in its pricing power and future profitability.
- Positive Earnings Forecast: Newman projects Sandisk's earnings per share to reach $90.96 in fiscal 2027, nearly 30% above consensus estimates, indicating that the company will continue to benefit from the AI-driven demand boom.
See More
Vertex Pharmaceuticals Sets Q4 2025 Earnings Release Date, Stock Fluctuates
- Stock Fluctuation: Vertex Pharmaceuticals saw its stock rise by 4.31% to $461.14 on Wednesday, but it dipped 0.21% to $460.16 in after-hours trading, indicating market volatility despite an overall upward trend.
- Earnings Release Schedule: The company announced it will release its Q4 and full-year 2025 financial results on February 12 after market close, with projected earnings per share of $4.85 and quarterly revenue of $3.17 billion, reflecting sustained profitability and growth potential.
- Insider Stock Purchases: Directors Bruce I. Sachs and Suketu Upadhyay acquired deferred stock units on January 15, with Sachs purchasing 107.088 units valued at approximately $47,499 and Upadhyay acquiring 80.316 units valued at nearly $35,624, demonstrating executive confidence in the company's future.
- Analyst Rating Optimism: Recent analyst upgrades for Vertex include Bernstein and Wolfe Research raising their ratings to Outperform with price targets of $548 and $535, respectively, indicating strong market expectations for the company's future performance.
See More
