Equitable Holdings (EQH) Tax Rate (2017 - 2026)
Equitable Holdings' (EQH) 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 (EQH) 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.
- On a quarterly basis, Tax Rate rose 379.0% year-over-year to 17.59% in Q1 2026; TTM through Mar 2026 was 5.0%, a 879.0% decrease from a year earlier, with the FY2025 full-year figure at 13.08%, down 41.0% from the prior year.
- Tax Rate grew to 17.59% in Q1 2026 per EQH's latest filing, from 9.59% in the prior quarter.
- Across five years, Tax Rate topped out at 354.55% in Q3 2024 and bottomed at 54.36% in Q2 2023.
- The 5-year median for Tax Rate is 17.59% (2026), against an average of 41.0%.
- Across the five-year window, Tax Rate surged 33145 bps in 2024 and sank 34468 bps in 2025, its largest moves.
- Year by year, Tax Rate stood at 11.35% in 2022, then jumped by 144 bps to 27.65% in 2023, then plunged by 45 bps to 15.08% in 2024, then plunged by 36 bps to 9.59% in 2025, then surged by 83 bps to 17.59% in 2026.
- Per Business Quant, the three latest EQH Tax Rate figures stand at 17.59% (Q1 2026), 9.59% (Q4 2025), and 9.87% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Equitable Holdings | 13.35 Bn | 4.68 Bn | 3.85 Bn | 17.59% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 17.59% |
| Mar 31, 2026 | 17.59% |
| Mar 31, 2026 | 17.59% |
| Dec 31, 2025 | 9.59% |
| Dec 31, 2025 | 9.59% |
| Dec 31, 2025 | 9.59% |
| Sep 30, 2025 | 9.87% |
| Sep 30, 2025 | 9.87% |
| Sep 30, 2025 | 9.87% |
| Jun 30, 2025 | 22.04% |
| Jun 30, 2025 | 22.04% |
| Jun 30, 2025 | 22.04% |
| Mar 31, 2025 | 13.79% |
| Mar 31, 2025 | 13.79% |
| Mar 31, 2025 | 13.79% |
| Dec 31, 2024 | 15.08% |
| Dec 31, 2024 | 15.08% |
| Dec 31, 2024 | 15.08% |
| Sep 30, 2024 | 354.55% |
| Sep 30, 2024 | 354.55% |