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| Date | Value |
|---|---|
| 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% |