Equus Total Return (EQS) Tax Rate (2021 - 2025)
Equus Total Return posted quarterly Tax Rate of 3.82% for Q4 2025, up 192.0% year-on-year from 1.31% in Q4 2024, and up 135.62% on a QoQ basis from 10.71% in Q3 2025.
Equus Total Return (EQS) has 5 years of Tax Rate data on file, last reported at 3.82% in Q4 2025.
- For the quarter ending Q4 2025, Tax Rate rose 192.0% year-over-year to 3.82%; the trailing twelve-month figure through Dec 2025 stood at 3.42% (up 259.0% YoY), and the FY2025 full-year result was 3.48%, up 31.0% from the prior year.
- Tax Rate for Q4 2025 stood at 3.82%, up from 10.71% in the prior quarter.
- Across five years, Tax Rate topped out at 5.58% in Q1 2024 and bottomed at 10.71% in Q3 2025.
- The 5-year median for Tax Rate is 0.1% (2023), against an average of 0.06%.
- Peak annual rise in Tax Rate reached 192 bps in 2025, while the deepest fall reached 1156 bps in 2025.
- A 5-year view of Tax Rate shows it stood at 0.29% in 2021, then plunged by 48 bps to 0.43% in 2022, then soared by 122 bps to 0.1% in 2023, then soared by 1885 bps to 1.89% in 2024, then jumped by 102 bps to 3.82% in 2025.
- The last three Tax Rate figures came in at 3.82% (Q4 2025), 10.71% (Q3 2025), and 0.97% (Q1 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 | Equus Total Return | 20.28 Mn | 9.68 Mn | 244,000.00 | 3.82 |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 3.82 |
| Dec 31, 2025 | 3.82 |
| Sep 30, 2025 | -10.71 |
| Sep 30, 2025 | -10.71 |
| Mar 31, 2025 | 0.97 |
| Mar 31, 2025 | 0.97 |
| Dec 31, 2024 | 1.89 |
| Dec 31, 2024 | 1.89 |
| Sep 30, 2024 | 0.84 |
| Sep 30, 2024 | 0.84 |
| Mar 31, 2024 | 5.58 |
| Mar 31, 2024 | 5.58 |
| Dec 31, 2023 | 0.10 |
| Dec 31, 2023 | 0.10 |
| Sep 30, 2023 | -0.27 |
| Sep 30, 2023 | -0.27 |
| Jun 30, 2023 | -0.82 |
| Jun 30, 2023 | -0.82 |
| Sep 30, 2022 | -0.43 |
| Sep 30, 2022 | -0.43 |
| Mar 31, 2021 | -0.29 |
| Mar 31, 2021 | -0.29 |