Bank Of Montreal AIQU
NYSE AIQU
$18.25 +0.06 (+0.33%)
At close: Sep 4, 2026 · 4:00 PM EDT

Bank Of Montreal (AIQU) Tax Rate (2009 - 2026)

Bank Of Montreal's (AIQU) quarterly Tax Rate came in at 29.89% in Q3 2026, up 539.0% year-over-year from 4.68% in Q3 2025, and up 20.45% quarter-over-quarter from 24.81% in Q2 2026.

Analysis

Bank Of Montreal (AIQU) Tax Rate (2009 - 2026) Analysis & Trends

Bank Of Montreal (AIQU) has reported Tax Rate for 18 consecutive years, with 29.89% the latest figure, recorded in Q3 2026.

  • On a quarterly basis, Tax Rate rose 539.0% year-over-year to 29.89% in Q3 2026; TTM through Jul 2026 was 25.78%, a 156.0% increase from a year earlier, with the FY2025 full-year figure at 24.46%, up 130.0% from the prior year.
  • Tax Rate was 29.89% for Q3 2026 at Bank Of Montreal, up from 24.81% in the prior quarter.
  • Over five years, Tax Rate peaked at 73.4% in Q1 2023 and troughed at 18.66% in Q2 2023.
  • A 5-year average of 26.26% and a median of 24.4% in 2025 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate jumped 4870 bps in 2023 and sank 5142 bps in 2024, its largest moves.
  • Over 5 years, Tax Rate stood at 24.49% in 2022, then declined by 10 bps to 22.06% in 2023, then increased by 6 bps to 23.38% in 2024, then rose by 4 bps to 24.26% in 2025, then grew by 23 bps to 29.89% in 2026.
  • The last three Tax Rate figures came in at 29.89% (Q3 2026), 24.81% (Q2 2026), and 25.14% (Q1 2026), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Bank Of America 439.96 Bn -148.54 Bn 30.39 Bn 21.54%
2 Morgan Stanley 342.23 Bn 182.09 Bn - 23.07%
3 Goldman Sachs 302.60 Bn -673.74 Bn - 22.60%
4 Mitsubishi Ufj Financial 296.69 Bn -87.63 Bn 10.89 Bn 24.29%
5 Royal Bank Of Canada 295.00 Bn 68.16 Bn - 22.26%
6 Wells Fargo & Company 272.35 Bn 70.52 Bn - 17.42%
7 American Express 220.11 Bn 170.79 Bn 17.99 Bn 23.61%
8 Banco Santander 218.87 Bn 226.49 Bn 28.01 Bn -
9 Toronto Dominion Bank 205.51 Bn 44.18 Bn - -38.63%
10 Bank Of Montreal 25.88 Mn -199.97 Bn - 29.89%
Historic Data

Historic Data

Download Data
DateValue
Jul 31, 2026 29.89%
Apr 30, 2026 24.81%
Jan 31, 2026 25.14%
Oct 31, 2025 24.26%
Jul 31, 2025 24.50%
Apr 30, 2025 24.71%
Jan 31, 2025 24.40%
Oct 31, 2024 23.38%
Jul 31, 2024 23.78%
Apr 30, 2024 23.05%
Jan 31, 2024 21.98%
Oct 31, 2023 22.06%
Jul 31, 2023 21.28%
Apr 30, 2023 18.66%
Jan 31, 2023 73.40%
Oct 31, 2022 24.49%
Jul 31, 2022 19.28%
Apr 30, 2022 25.26%
Jan 31, 2022 24.70%
Oct 31, 2021 22.87%