Growth Metrics

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

Equitable Holdings' quarterly Tax Rate came in at 17.59% in Q1 2026, up 379.0% year-on-year from 3.67% in Q1 2025, and up 83.34% quarter-over-quarter from 9.59% in Q4 2025.

Equitable Holdings has reported Tax Rate for 10 years, with the latest figure at 17.59% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 379.0% year-over-year to 17.59%; the trailing twelve-month figure through Mar 2026 stood at 5.0% (down 879.0% YoY), and the FY2025 full-year result was 13.08%, down 41.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 17.59%, up from 9.59% in the prior quarter.
  • The five-year high for Tax Rate was 354.55% in Q3 2024, with the low at 54.36% in Q2 2023.
  • Average Tax Rate over 5 years is 41.0%, with a median of 17.59% recorded in 2026.
  • Year-over-year, Tax Rate surged 33145 bps in 2024 and sank 34468 bps in 2025.
  • Tracing EQH-PC's Tax Rate over 5 years: stood at 11.35% in 2022, then surged by 144 bps to 27.65% in 2023, then sank by 45 bps to 15.08% in 2024, then sank by 36 bps to 9.59% in 2025, then soared 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 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 Equitable Holdings - - 3.83 Bn 17.59

Historic Data

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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
Sep 30, 2023 23.09
Sep 30, 2023 23.09
Jun 30, 2023 -54.36
Jun 30, 2023 -54.36
Mar 31, 2023 157.95
Mar 31, 2023 157.95
Dec 31, 2022 11.35
Dec 31, 2022 11.35
Sep 30, 2022 21.45
Sep 30, 2022 21.45
Jun 30, 2022 20.71
Jun 30, 2022 20.71
Mar 31, 2022 18.66
Mar 31, 2022 18.66
Dec 31, 2021 20.38
Dec 31, 2021 20.38
Sep 30, 2021 17.74
Sep 30, 2021 17.74
Jun 30, 2021 8.61
Jun 30, 2021 8.61
Mar 31, 2021 22.57
Mar 31, 2021 22.57
Dec 31, 2020 43.79
Dec 31, 2020 43.79
Sep 30, 2020 23.62
Sep 30, 2020 23.62
Jun 30, 2020 21.47
Jun 30, 2020 21.47
Mar 31, 2020 -57.36
Mar 31, 2020 -57.36
Dec 31, 2019 24.37
Dec 31, 2019 24.37
Sep 30, 2019 28.34
Sep 30, 2019 28.34
Jun 30, 2019 2.28
Jun 30, 2019 2.28
Mar 31, 2019 23.18
Mar 31, 2019 23.18
Dec 31, 2018 14.17
Dec 31, 2018 14.17
Sep 30, 2018 28.32
Sep 30, 2018 28.32
Jun 30, 2018 18.94
Jun 30, 2018 18.94
Mar 31, 2018 21.26
Mar 31, 2018 21.26
Dec 31, 2017 19.20
Dec 31, 2017 19.20
Sep 30, 2017 -125.53
Sep 30, 2017 -125.53
Jun 30, 2017 -12.38
Jun 30, 2017 -12.38
Mar 31, 2017 -25.17
Mar 31, 2017 -25.17