Equitable Holdings Q4 Earnings Miss Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy EQH?
Source: seekingalpha
- 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.
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Analyst Views on EQH
Wall Street analysts forecast EQH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EQH is 61.43 USD with a low forecast of 58.00 USD and a high forecast of 66.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 44.680
Low
58.00
Averages
61.43
High
66.00
Current: 44.680
Low
58.00
Averages
61.43
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 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
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
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- 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.
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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.
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eQ Plc Appoints Taina Kyllönen as Chief People and Communications Officer, Granted 40,000 Stock Options
- Executive Appointment: eQ Plc announced on November 19, 2025, the appointment of Taina Kyllönen as Chief People and Communications Officer, highlighting the company's strategic focus on talent management and communication.
- Options Grant: Kyllönen officially assumed her role on January 19, 2026, receiving 40,000 stock options linked to her position, aimed at aligning executive incentives with company performance.
- Transaction Details: The stock option transaction has a unit price of €0, with a total volume of 40,000 shares, reflecting the company's commitment to transparency and compliance in its executive incentive mechanisms.
- Asset Management Context: eQ Group manages approximately €13.7 billion in assets, encompassing asset management and corporate finance services, demonstrating the company's robust position and growth potential in the financial market.
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
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
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
eQ Plc Appoints Taina Kyllönen as Chief People and Communications Officer, Granted 40,000 Stock Options
- Executive Appointment: eQ Plc announced on November 19, 2025, the appointment of Taina Kyllönen as Chief People and Communications Officer, highlighting the company's strategic focus on talent management and communication.
- Options Grant: Kyllönen officially assumed her role on January 19, 2026, receiving 40,000 stock options linked to her position, aimed at aligning executive incentives with company performance.
- Transaction Details: The stock option transaction has a unit price of €0, with a total volume of 40,000 shares, reflecting the company's commitment to transparency and compliance in its executive incentive mechanisms.
- Asset Management Context: eQ Group manages approximately €13.7 billion in assets, encompassing asset management and corporate finance services, demonstrating the company's robust position and growth potential in the financial market.
See More
