Equitable Holdings Future Growth

Future criteria checks 4/6

Equitable Holdings is forecast to grow earnings and revenue by 19.4% and 13.7% per annum respectively. EPS is expected to grow by 24.7% per annum. Return on equity is forecast to be 22.4% in 3 years.

Key information

19.4%

Earnings growth rate

24.7%

EPS growth rate

Diversified Financial earnings growth	-0.2%
Revenue growth rate	13.7%
Future return on equity	22.4%
Analyst coverage	Good
Last updated	23 May 2024

Recent future growth updates

Recent updates

Equitable Holdings (NYSE:EQH) Has Announced That It Will Be Increasing Its Dividend To $0.24

May 26

Equitable Holdings Non-GAAP EPS of $1.28 beats by $0.18, revenue of $3.0B misses by $130M

Nov 02

Equitable Holdings acquires Penn Investment Advisors to expand wealth manager unit

Aug 17

Equitable Holdings declares $0.20 dividend

Jul 29

Equitable Holdings unit charged with fraud by US SEC

Jul 18

Equitable Holdings (NYSE:EQH) Is Due To Pay A Dividend Of US$0.18

Feb 20

Earnings and Revenue Growth Forecasts

NYSE:EQH - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	17,519	2,223	N/A	N/A	4
12/31/2025	16,673	1,977	N/A	N/A	6
12/31/2024	15,600	1,511	1,200	N/A	6
3/31/2024	10,389	1,159	248	410	N/A
12/31/2023	10,516	1,222	-325	-208	N/A
9/30/2023	11,908	1,614	-503	-356	N/A
6/30/2023	11,113	1,144	-742	-537	N/A
3/31/2023	12,347	1,720	-414	-229	N/A
12/31/2022	13,136	2,073	-417	-250	N/A
9/30/2022	14,516	2,265	-842	-713	N/A
6/30/2022	14,947	2,343	-788	-701	N/A
3/31/2022	14,075	1,499	-1,447	-1,350	N/A
12/31/2021	9,931	1,676	-313	-193	N/A
9/30/2021	11,369	-2,003	-576	-420	N/A
6/30/2021	9,720	-3,451	-239	-108	N/A
3/31/2021	3,056	-7,577	379	495	N/A
12/31/2020	9,583	-701	-168	-61	N/A
9/30/2020	10,789	-390	16	81	N/A
6/30/2020	11,968	26	-421	-339	N/A
3/31/2020	16,415	4,386	-768	-677	N/A
12/31/2019	7,586	-1,764	-309	-216	N/A
9/30/2019	9,697	1,120	-207	-96	N/A
6/30/2019	7,702	998	-138	-22	N/A
3/31/2019	9,262	831	84	199	N/A
12/31/2018	12,069	1,855	-62	61	N/A
9/30/2018	11,632	365	-1,541	-1,422	N/A
6/30/2018	13,355	871	-1,356	-1,251	N/A
3/31/2018	13,164	1,338	-669	-562	N/A
12/31/2017	12,460	834	N/A	-243	N/A
9/30/2017	10,295	-33	N/A	990	N/A
6/30/2017	9,644	-66	N/A	590	N/A
3/31/2017	10,654	152	N/A	-84	N/A
12/31/2016	11,763	1,254	N/A	-236	N/A
12/31/2015	10,043	325	N/A	-192	N/A
12/31/2014	13,063	1,630	N/A	-628	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: EQH's forecast earnings growth (19.4% per year) is above the savings rate (2.4%).

Earnings vs Market: EQH's earnings (19.4% per year) are forecast to grow faster than the US market (14.6% per year).

High Growth Earnings: EQH's earnings are forecast to grow, but not significantly.

Revenue vs Market: EQH's revenue (13.7% per year) is forecast to grow faster than the US market (8.4% per year).

High Growth Revenue: EQH's revenue (13.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: EQH's Return on Equity is forecast to be high in 3 years time (22.4%)

Equitable Holdings Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 13%

Consensus EPS estimates increase by 12%

Consensus EPS estimates increase by 11%

Consensus EPS estimates increase by 12%

Consensus EPS estimates increase by 17%

Consensus EPS estimates increase by 34%

Recent updates

Equitable Holdings (NYSE:EQH) Has Announced That It Will Be Increasing Its Dividend To $0.24

First quarter dividend increased to US$0.24

Equitable Holdings, Inc. Announces Executive Changes

Consensus EPS estimates fall by 13%

Equitable Holdings: Strong Capital Returns Create Upside Potential

Insider recently sold US$1.1m worth of stock

Equitable Holdings, Inc. Intends to Increase Quarterly Cash Dividend in the Second Quarter

First quarter 2024 earnings: EPS and revenues miss analyst expectations

Equitable Holdings, Inc. (NYSE:EQH) Doing What It Can To Lift Shares

Equitable Holdings, Inc. to Report Q1, 2024 Results on Apr 30, 2024

Equitable Holdings, Inc. Announces Executive Appointments

Equitable Holdings, Inc. Announces Executive Changes

Senior EVP & COO notifies of intention to sell stock

New minor risk - Insider selling

Consensus EPS estimates increase by 12%

Fourth quarter dividend of US$0.22 announced

Equitable Holdings, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on March 4, 2024

Equitable Holdings, Inc. (NYSE:EQH) announces an Equity Buyback for $1,300 million worth of its shares.

Full year 2023 earnings: EPS and revenues miss analyst expectations

Consensus EPS estimates increase by 11%

Consensus EPS estimates increase by 12%

Equitable Holdings, Inc. to Report Q4, 2023 Results on Feb 06, 2024

President notifies of intention to sell stock

President of Equitable notifies of intention to sell stock

Investors Holding Back On Equitable Holdings, Inc. (NYSE:EQH)

Equitable Holdings: Improving Business Mix Creates Upside Potential

President exercised options and sold US$931k worth of stock

Equitable Holdings, Inc. Declares a Quarterly Cash Dividend, Payable on December 4, 2023

Consensus EPS estimates increase by 17%

Consensus EPS estimates increase by 34%

Equitable Enhances Eb360® Platform with Digital Onboarding

Third quarter 2023 earnings: EPS and revenues exceed analyst expectations

Equitable Holdings, Inc. to Report Q3, 2023 Results on Oct 31, 2023

Equitable Holdings, Inc. Appoints Erik Bass as Head of Investor Relations for Equitable Holdings

Equitable Holdings: Undervalued Against Sector Averages With A Great Dividend

New major risk - Earnings quality

Consensus EPS estimates increase by 21%

New minor risk - Profit margin trend

Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Equitable Holdings, Inc. Declares Quarterly Cash Dividend, Payable on August 14, 2023

Equitable Holdings, Inc. to Report Q2, 2023 Results on Aug 02, 2023

Equitable Holdings' (NYSE:EQH) Dividend Will Be Increased To $0.22

Equitable Holdings, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2023

Consensus EPS estimates fall by 11%

Equitable Holdings, Inc. Announces Dividend for the First Quarter 2023

First quarter 2023 earnings: EPS and revenues miss analyst expectations

Consensus EPS estimates increase by 10%, revenue downgraded

Senior VP recently sold US$206k worth of stock

Investor sentiment deteriorates as stock falls 15%

Consensus EPS estimates increase by 19%

Consensus EPS estimates increase by 19%

Upcoming dividend of US$0.20 per share at 2.4% yield

Equitable Holdings, Inc. Declares Common Stock Dividend, Payable on March 6, 2023

Equitable Holdings declares $0.20 dividend

Full year 2022 earnings: EPS misses analyst expectations

Equitable Holdings, Inc. (NYSE:EQH) announces an Equity Buyback for $700 million worth of its shares.

Equitable Holdings Q4 2022 Earnings Preview

Equitable Expands Portfolio in Variable Universal Life Market

Equitable Holdings, Inc. to Report Q4, 2022 Results on Feb 08, 2023

RBC downgrades Equitable Holdings on valuation, macro headwinds

Equitable Holdings, Inc. Declares Common Stock Dividends, Payable on December 5, 2022

President exercised options and sold US$229k worth of stock

Third quarter 2022 earnings: EPS and revenues miss analyst expectations

Equitable Holdings Non-GAAP EPS of $1.28 beats by $0.18, revenue of $3.0B misses by $130M

President exercised options and sold US$226k worth of stock

Equitable Holdings, Inc. to Report Q3, 2022 Results on Nov 02, 2022

President exercised options and sold US$226k worth of stock

Independent Director recently sold US$218k worth of stock

President exercised options and sold US$226k worth of stock