Equitable Holdings (EQH) Tax Rate (2017 - 2026)
Equitable Holdings (EQH) reported Tax Rate of 28.40% for Q2 2026, up 6.36 percentage points from 22.04% a year earlier and up 10.81 percentage points from the prior quarter.
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Analysis
Equitable Holdings (EQH) Tax Rate (2017 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Equitable Holdings' Tax Rate came in at 13.77%, up 5.26 percentage points year-over-year; for FY2025, it came in at 13.08%, down 0.41 percentage points from FY2024.
- Tax Rate has a five-year change of -54.99 percentage points (FY2020 to FY2025).
- By year, Tax Rate came in at 13.49% in FY2024 (+140.94 pp), -127.45% in FY2023 (-147.42 pp), 19.97% in FY2022 (+3.14 pp) and 16.83% in FY2021 (-51.24 pp).
- The Q2 2026 figure ranks as the highest quarterly Tax Rate since Q3 2024.
- Year over year, Tax Rate gained in five of the last eight quarters, with an average year-over-year change of -1.66 percentage points.
- The high point for year-over-year Tax Rate in five years was Q3 2024 (a gain of 331.45 percentage points); the low point was Q3 2025 (a drop of 344.68 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 17.59% (Q1 2026), 9.59% (Q4 2025) and 9.87% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 24.15% |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | - |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 24.73% |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 21.96% |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 21.74% |
| 10 | Equitable Holdings | 13.99 Bn | -44.08 Bn | 1.22 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 17.59% |
| Dec 31, 2025 | 9.59% |
| Mar 31, 2025 | 13.79% |
| Dec 31, 2024 | 15.08% |
| Jun 30, 2024 | 17.03% |
| Mar 31, 2024 | 10.96% |
| Sep 30, 2023 | 23.09% |
| 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% |
| Jun 30, 2021 | 8.61% |
| Mar 31, 2020 | 20.91% |
| Jun 30, 2019 | 2.28% |
| Dec 31, 2018 | 14.17% |
| Jun 30, 2018 | 18.94% |
| Mar 31, 2018 | 21.26% |
| Dec 31, 2017 | 19.20% |
API Access
Equitable Holdings Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=EQH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "EQH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=EQH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();