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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |