Frequently Asked Questions About EQH

What KPIs does Equitable Holdings, Inc. report?

The KPIs tab tracks 9 segment figures that Equitable Holdings, Inc. (EQH) reports each quarter, including Asset Management Revenue, Eliminations from Revenue, Investment Gains (After FY22), Retirement Revenue, Asset Management Operating Earnings and Retirement Operating Earnings, with history back to the quarter ended September 30, 2019.

Where do EQH's KPIs come from?

From Equitable Holdings, Inc.'s own reporting: its quarterly earnings releases and investor documents, its 10-Q and 10-K reports and the financial data tagged in them. Each value is read from the document it links to. Before a metric is shown, its history is cross-checked against an independent dataset or, for a figure that dataset never carried, against Equitable Holdings, Inc.'s own later filings, which print each quarter again; each new quarter passes consistency checks (its scale against earlier quarters and its sign) before it is shown. A segment figure read from the earnings release before the 10-Q or 10-K is filed is marked Provisional until that filing is read, and a figure the filing tags for the quarter then replaces it; a figure computed from reported parts (a fourth quarter as the year less the first nine months, or a gross profit as revenue less cost) is marked as computed, and when Equitable Holdings, Inc. restates a figure on a new basis, the tab shows where the new basis begins.

Is the EQH KPIs tab free?

The KPIs tab is part of Dividend Data Pro. Without Pro, the tab lists every metric it holds for EQH, so you can see what is there before you upgrade.

EQH

Equitable Holdings, Inc.

NYSE·Asset Management · Financial Services

$52.75$2.29−4.16%

Market cap$14.40B·Market closed·Oct 23 4:00 PM EDT

KPI Snapshot

PRO

Every quarter of all 9 metrics Equitable Holdings, Inc. reports, back to Sep 2019, charted and broken down the way the company reports them.

Revenue

Asset Management Revenue
Eliminations from Revenue
Investment Gains (After FY22)
Retirement Revenue

No Longer Reported

Corporate Revenue
Group Retirement Revenue
Individual Retirement Revenue
Investment Gains (Before FY23)
Investment Management and Research Revenue
Legacy Revenue
Other Adjustments to Revenue
Protection Solutions Revenue
Variable Annuity Product Feature Adjustments

Profit

Asset Management Operating Earnings
Retirement Operating Earnings

No Longer Reported

Corporate Operating Earnings
Group Retirement Operating Earnings (Before FY23)
Group Retirement Operating Earnings (Before Q3 FY25)
Individual Retirement Operating Earnings (Before FY23)
Individual Retirement Operating Earnings (Before Q3 FY25)
Investment Management and Research Operating Earnings
Legacy Operating Earnings
Protection Solutions Operating Earnings (After FY22)
Protection Solutions Operating Earnings (Before FY23)

Assets

Asset Management Assets
Retirement Assets
Wealth Management Assets

No Longer Reported

Corporate Assets
Group Retirement Assets (Before FY23)
Group Retirement Assets (Before Q3 FY25)
Individual Retirement Assets (Before FY23)
Individual Retirement Assets (Before Q3 FY25)
Investment Management and Research Assets
Legacy Assets
Protection Solutions Assets (After FY22)
Protection Solutions Assets (Before FY23)

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Frequently Asked Questions About EQH

What KPIs does Equitable Holdings, Inc. report?: The KPIs tab tracks 9 segment figures that Equitable Holdings, Inc. (EQH) reports each quarter, including Asset Management Revenue, Eliminations from Revenue, Investment Gains (After FY22), Retirement Revenue, Asset Management Operating Earnings and Retirement Operating Earnings, with history back to the quarter ended September 30, 2019.
Where do EQH's KPIs come from?: From Equitable Holdings, Inc.'s own reporting: its quarterly earnings releases and investor documents, its 10-Q and 10-K reports and the financial data tagged in them. Each value is read from the document it links to. Before a metric is shown, its history is cross-checked against an independent dataset or, for a figure that dataset never carried, against Equitable Holdings, Inc.'s own later filings, which print each quarter again; each new quarter passes consistency checks (its scale against earlier quarters and its sign) before it is shown. A segment figure read from the earnings release before the 10-Q or 10-K is filed is marked Provisional until that filing is read, and a figure the filing tags for the quarter then replaces it; a figure computed from reported parts (a fourth quarter as the year less the first nine months, or a gross profit as revenue less cost) is marked as computed, and when Equitable Holdings, Inc. restates a figure on a new basis, the tab shows where the new basis begins.
Is the EQH KPIs tab free?: The KPIs tab is part of Dividend Data Pro. Without Pro, the tab lists every metric it holds for EQH, so you can see what is there before you upgrade.