Equitable Holdings (EQH) Tax Rate (2017 - 2026)
Equitable Holdings (EQH) 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) 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 | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | Equitable Holdings | 12.79 Bn | 2.93 Bn | 3.83 Bn | 17.59 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |