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Equitable KBW Insurance Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.KBW Insurance Conference 2025 summary4 Sep, 2025
Progress towards financial targets
Achieved 10% year-over-year cash flow growth, guiding to $1.6–$1.7 billion in 2024, with a clear path to $2 billion by 2027.
Maintained payout ratio at 68%, near the upper end of the 60–70% target range, with an additional $500 million share repurchase planned.
Earnings per share growth reached 12% since IPO, though recent results were impacted by mortality volatility and lower market value adjustments; expect to reach 12–15% CAGR by 2027.
RGA transaction resolved mortality volatility and supports future EPS growth, with incremental share buybacks and higher AUM driving performance.
EPS growth now expected at the midpoint of the 12–15% range due to lower AllianceBernstein exposure and market adjustments.
Capital deployment and strategic investments
$2 billion in capital freed from the Life transaction, with $2.3 billion planned deployment including $800 million for AllianceBernstein, $500 million for share buybacks, and $500 million for debt tender.
Remaining $500 million to be allocated to growth investments or further share repurchases, focusing on bolt-on acquisitions in wealth management and sidecar investments with AllianceBernstein.
Full deployment of proceeds expected by 2026, targeting accretive outcomes for shareholders.
Wealth and retirement business growth
Wealth business AUA grew from $40 billion in 2018 to $110 billion, with 12% organic growth over the last year.
Earnings in the wealth segment are on track to double to $200 million by 2027, two years ahead of schedule.
Growth driven by adviser upskilling, experienced hires, and targeted bolt-on acquisitions in wealth and retirement distribution.
Focused on disciplined M&A and sidecar investments to enhance AllianceBernstein’s insurance business, targeting mid-teen IRRs.
How will the remaining $500M capital be deployed?
What is the outlook for RILA product margins?
What are AB's key M&A focus areas?
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Next Equitable earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Equitable Holdings Inc provides financial services through its subsidiaries, including life insurance, annuities, asset management, and retirement planning. The company serves individuals and institutions through advisory and investment solutions. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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