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
DateValue
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%