Equitable Holdings (EQH-PA) Tax Rate (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Tax Rate of 17.59% in Q1 2026, up 83.34% quarter-over-quarter from 9.59% in Q4 2025, and up 379.0% on a YoY basis from 3.67% in Q1 2025.

Equitable Holdings (EQH-PA) Tax Rate (2017 - 2026) Analysis & Trends

Equitable Holdings' Tax Rate history runs 10 years deep, the most recent figure standing at 17.59% for Q1 2026.

  • In Q1 2026, Tax Rate rose 379.0% year-over-year to 17.59%; the TTM figure through Mar 2026 stood at 5.0% (down 879.0% YoY), while the FY2025 annual figure was 13.08%, down 41.0% from the prior year.
  • Tax Rate was 17.59% for Q1 2026 at Equitable Holdings, up from 9.59% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 354.55% in Q3 2024 to a low of 54.36% in Q2 2023.
  • Historically, Tax Rate has averaged 41.0% across 5 years, with a median of 17.59% in 2026.
  • The sharpest annual moves came in 2024 and 2025: Tax Rate soared 33145 bps in 2024, then sank 34468 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 11.35% in 2022, then jumped by 144 bps to 27.65% in 2023, then slumped by 45 bps to 15.08% in 2024, then slumped by 36 bps to 9.59% in 2025, then surged by 83 bps to 17.59% in 2026.
  • The last three Tax Rate figures came in at 17.59% (Q1 2026), 9.59% (Q4 2025), and 9.87% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 18.16%
2 Blackstone 96.40 Bn 95.35 Bn - 13.55%
3 Kkr 85.87 Bn 133.39 Bn - 40.05%
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 598.59%
5 State Street 46.62 Bn 20.95 Bn - 21.16%
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 20.02%
7 Northern Trust 32.35 Bn 32.35 Bn - 24.99%
8 Ares Management 30.25 Bn 33.62 Bn - 19.13%
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 Equitable Holdings - - 3.83 Bn 17.59%

Historic Data

Download Data
DateValue
Mar 31, 2026 17.59%
Mar 31, 2026 17.59%
Dec 31, 2025 9.59%
Dec 31, 2025 9.59%
Sep 30, 2025 9.87%
Sep 30, 2025 9.87%
Jun 30, 2025 22.04%
Jun 30, 2025 22.04%
Mar 31, 2025 13.79%
Mar 31, 2025 13.79%
Dec 31, 2024 15.08%
Dec 31, 2024 15.08%
Sep 30, 2024 354.55%
Sep 30, 2024 354.55%
Jun 30, 2024 17.03%
Jun 30, 2024 17.03%
Mar 31, 2024 10.96%
Mar 31, 2024 10.96%
Dec 31, 2023 27.65%
Dec 31, 2023 27.65%