Equus Total Return (EQS) Tax Rate (2021 - 2025)
Equus Total Return's (EQS) quarterly Tax Rate came in at 2.43% in Q4 2025, up 53.0% YoY from 1.59% in Q4 2024, and up 122.65% on a QoQ basis from 10.71% in Q3 2025.
Equus Total Return (EQS) Tax Rate (2021 - 2025) Analysis & Trends
Equus Total Return (EQS) has 5 years of Tax Rate data on file, last reported at 2.43% in 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 133.0% YoY) and the FY2025 annual result came in at 0.37%, up 63.0% from the prior year.
- Tax Rate improved to 2.43% in Q4 2025, from 10.71% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 2.43% in Q4 2025 to a low of 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.
- The widest YoY moves for Tax Rate: up 7000046 bps in 2025, down 1123 bps in 2025.
- Tracing EQS's Tax Rate over 5 years: stood at 0.29% in 2021, then sank by 48 bps to 0.43% in 2022, then surged by 122 bps to 0.1% in 2023, then surged by 1885 bps to 1.89% in 2024, then increased by 28 bps to 2.43% in 2025.
- The last three Tax Rate figures came in at 2.43% (Q4 2025), 10.71% (Q3 2025), and 0.46% (Q1 2025), per Business Quant data.
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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 | Equus Total Return | 14.87 Mn | 11.74 Mn | 279,000.00 | -1,803.34% |
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 | 0.10% |
| Dec 31, 2023 | 0.10% |