Equitable Holdings (EQH) 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'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 | 11.43 Bn | 1.57 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 |
| 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 |