Equitable Holdings (EQH) Tax Rate (2017 - 2026)
Equitable Holdings (EQH) posted quarterly Tax Rate of 17.59% for Q1 2026, up 379.0% year-over-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.
- 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 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.
- The 5-year median for Tax Rate is 17.59% (2026), against an average of 41.0%.
- The sharpest annual moves came in 2024 and 2025: Tax Rate surged 33145 bps in 2024, then plunged 34468 bps in 2025.
- Equitable Holdings' Tax Rate stood at 11.35% in 2022, then soared 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 83 bps to 17.59% in 2026.
- Business Quant data shows EQH's Tax Rate at 17.59% in Q1 2026, 9.59% in Q4 2025, and 9.87% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Equitable Holdings | 13.58 Bn | -5.36 Bn | 1.22 Bn | 28.40% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 28.40% |
| Jun 30, 2026 | 28.40% |
| Jun 30, 2026 | 28.40% |
| 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% |