Equitable Holdings EQH
NYSE EQH
$52.10 +0.06 (+0.12%)
As of: Sep 9, 2026 · 3:59 PM EDT

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

Equitable Holdings (EQH) posted Tax Rate of 28.4% for Q2 2026, up 61.47% on a QoQ basis from 17.59% in Q1 2026, and up 636.0% year-over-year from 3.86% in Q2 2025.

Analysis

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

Equitable Holdings has reported Tax Rate for 10 years, with the latest figure at 28.4% in Q2 2026.

  • On a quarterly basis, Tax Rate rose 636.0% year-over-year to 28.4% in Q2 2026; TTM through Jun 2026 was 13.77%, a 526.0% increase from a year earlier, with the FY2025 full-year figure at 13.08%, down 41.0% from the prior year.
  • Tax Rate was 28.4% for Q2 2026 at Equitable Holdings, up from 17.59% 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 40.3%, with a median of 18.13% recorded in 2022.
  • The sharpest annual moves came in 2024 and 2025: Tax Rate jumped 33145 bps in 2024, then plunged 34468 bps in 2025.
  • Over 5 years, Tax Rate 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 jumped by 196 bps to 28.4% in 2026.
  • The last three Tax Rate figures came in at 28.4% (Q2 2026), 17.59% (Q1 2026), and 9.59% (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Metlife 61.57 Bn 34.25 Bn 7.82 Bn 24.73%
2 Manulife Financial 24.69 Bn 25.90 Bn - -
3 Equitable Holdings 14.57 Bn -4.36 Bn 1.22 Bn 28.40%
4 Jackson Financial 9.70 Bn 3.72 Bn - 0.75%
5 Corebridge Financial 9.42 Bn -296.20 Bn 2.79 Bn 96.15%
6 Primerica 9.00 Bn 8.37 Bn 717.74 Mn 21.66%
7 Brookfield Wealth Solutions 8.66 Bn -4.12 Bn 1.92 Bn -19.02%
8 Sun Life Financial 8.56 Bn 3.96 Bn - 20.91%
9 Lincoln National 8.43 Bn -3.25 Bn 2.62 Bn 18.93%
10 Prudential Financial 5.28 Bn -26.64 Bn 7.91 Bn 18.51%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 28.40%
Mar 31, 2026 17.59%
Dec 31, 2025 9.59%
Sep 30, 2025 9.87%
Jun 30, 2025 22.04%
Mar 31, 2025 13.79%
Dec 31, 2024 15.08%
Sep 30, 2024 354.55%
Jun 30, 2024 17.03%
Mar 31, 2024 10.96%
Dec 31, 2023 27.65%
Sep 30, 2023 23.09%
Jun 30, 2023 -54.36%
Mar 31, 2023 157.95%
Dec 31, 2022 11.35%
Sep 30, 2022 21.45%
Jun 30, 2022 20.71%
Mar 31, 2022 18.66%
Dec 31, 2021 20.38%
Sep 30, 2021 17.74%