Skip to main content

About Equitable Holdings

We have a distinct business model with integrated advice, retirement and asset management

Retirement

Retirement

All weather product portfolio

to meet the varying retirement needs of our clients

Learn more here
Asset Management

Asset Management

Leading active manager

with global distribution footprint and growing alternatives capabilities

Learn more here
Wealth Management

Wealth Management

Holistic advice platform

providing comprehensive financial planning to meet our clients’ needs

Learn more here

Our earnings and cash flows come from diverse, high-quality businesses

non-GAAP earnings
Cash flow generation
¹ Non-GAAP Operating Earnings equals our consolidated after-tax net income attributable to Holdings adjusted to eliminate the impact of certain items; Please see detailed non-GAAP reconciliation and reconciliation for Notable Items in the appendix of quarterly earnings materials
² Cash generation is net annual dividends and distributions to Equitable Holdings from its subsidiaries

Our cash flows are projected to grow to $2.0bn annually by 2027

cash flow generation growth

We have compelling financial goals to drive shareholder value

Cash generation

$2bn

of annual cash generation by 2027

Payout ratio

60-70%

of Non-GAAP operating earnings3

EPS growth

12-15%

Non-GAAP operating EPS CAGR through 2027

Strategic targets support growth

$110m

Incremental GA
income by 2027

$150m

Productivity savings
by 2027

$20bn

Cumulative capital commitment to AB

+ 350-500bps

Incremental adjusted operating
margin at AB by 20274

3 Non-GAAP Operating Earnings equals our consolidated after-tax net income attributable to Holdings adjusted to eliminate the impact of certain items; Please see detailed non-GAAP reconciliation in the appendix of quarterly earnings materials

4 Adjusted Operating Margin is a non-GAAP financial measure used by AllianceBernstein L.P. (“AB”) management in evaluating AB’s financial performance on a standalone basis and to compare its performance, as reported by AB in its public filings. It is not comparable to any other non-GAAP financial measure used herein. AB also discloses non-GAAP operating income as a key performance metric in addition to Adjusted Net Income. AB adjusted operating income equals adjusted net income, excluding interest on borrowings and income taxes.