Equus Total Return (EQS) Tax Rate (2021 - 2025)

Equus Total Return (EQS) posted Tax Rate of 2.43% for Q4 2025, up 122.65% on a QoQ basis from 10.71% in Q3 2025, and up 53.0% year-over-year from 1.59% in Q4 2024.

Equus Total Return (EQS) Tax Rate (2021 - 2025) Analysis & Trends

Equus Total Return's Tax Rate history runs 5 years deep, the most recent figure standing at 2.43% for Q4 2025.

  • Quarterly Tax Rate rose 53.0% year-over-year to 2.43% in Q4 2025, while the trailing twelve-month figure through Dec 2025 was 2.14% (up 141.0% YoY) and the FY2025 annual result came in at 0.37%, up 63.0% from the prior year.
  • Tax Rate was 2.43% for Q4 2025 at Equus Total Return, up from 10.71% in the prior quarter.
  • Across five years, Tax Rate topped out at 2.43% in Q4 2025 and bottomed at 70000.0% in Q1 2024.
  • A 5-year average of 6364.28% and a median of 0.26% in 2023 frame the typical range for Tax Rate.
  • Peak annual rise in Tax Rate reached 7000046 bps in 2025, while the deepest fall reached 1123 bps in 2025.
  • Equus Total Return's Tax Rate stood at 0.29% in 2021, then tumbled by 48 bps to 0.43% in 2022, then soared by 119 bps to 0.08% in 2023, then surged by 2169 bps to 1.89% in 2024, then gained by 28 bps to 2.43% in 2025.
  • Business Quant data shows EQS's Tax Rate at 2.43% in Q4 2025, 10.71% in Q3 2025, and 0.46% in Q1 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -1.22%
2 BlackRock 161.01 Bn 148.08 Bn - 18.16%
3 Blackstone 97.77 Bn 96.72 Bn - 13.55%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 598.59%
5 State Street 51.30 Bn 51.30 Bn - 21.16%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 20.02%
7 Northern Trust 32.93 Bn 32.93 Bn - 24.99%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 25.99%
9 Price T Rowe 24.70 Bn 21.13 Bn - 23.43%
10 Equus Total Return 15.21 Mn 12.08 Mn 279,000.00 2.43%

Historic Data

Download Data
DateValue
Dec 31, 2025 2.43%
Dec 31, 2025 2.43%
Dec 31, 2025 2.43%
Sep 30, 2025 -10.71%
Sep 30, 2025 -10.71%
Sep 30, 2025 -10.71%
Mar 31, 2025 0.46%
Mar 31, 2025 0.46%
Mar 31, 2025 0.46%
Dec 31, 2024 1.89%
Dec 31, 2024 1.89%
Dec 31, 2024 1.89%
Sep 30, 2024 0.51%
Sep 30, 2024 0.51%
Sep 30, 2024 0.51%
Mar 31, 2024 -70,000.00%
Mar 31, 2024 -70,000.00%
Mar 31, 2024 -70,000.00%
Dec 31, 2023 0.08%
Dec 31, 2023 0.08%