Affiliated Managers (AMG) Tax Rate (2009 - 2026)
Affiliated Managers (AMG) posted Tax Rate of 22.77% for Q2 2026, up 1.97 percentage points from 20.80% a year earlier but down 1.33 percentage points from the prior quarter.
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Analysis
Affiliated Managers (AMG) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Affiliated Managers was 24.18%, up 5.55 percentage points year-over-year; for FY2025, it was 23.80%, up 4.02 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +7.79 percentage points (FY2020 to FY2025).
- In prior years, Affiliated Managers' Tax Rate was 19.78% in FY2024 (+2.80 pp), 16.98% in FY2023 (-3.54 pp), 20.52% in FY2022 (-1.48 pp) and 22.00% in FY2021 (+5.99 pp).
- Quarterly Tax Rate has run from a low of 10.91% in Q4 2023 to a high of 28.09% in Q4 2025 over five years.
- On a year-over-year basis, Tax Rate has increased in each of the last four quarters, with an average year-over-year change of +2.04 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q2 2024, with a gain of 9.39 percentage points; the weakest was Q4 2023, with a drop of 10.60 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 24.11% (Q1 2026), 28.09% (Q4 2025) and 19.75% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 16.11% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.17% |
| 10 | Affiliated Managers | 9.61 Bn | 8.65 Bn | - | 22.77% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.77% |
| Mar 31, 2026 | 24.11% |
| Dec 31, 2025 | 28.09% |
| Sep 30, 2025 | 19.75% |
| Jun 30, 2025 | 20.80% |
| Mar 31, 2025 | 21.64% |
| Dec 31, 2024 | 19.22% |
| Sep 30, 2024 | 14.42% |
| Jun 30, 2024 | 24.28% |
| Mar 31, 2024 | 21.80% |
| Dec 31, 2023 | 10.91% |
| Sep 30, 2023 | 21.36% |
| Jun 30, 2023 | 14.90% |
| Mar 31, 2023 | 19.27% |
| Dec 31, 2022 | 21.51% |
| Sep 30, 2022 | 18.30% |
| Jun 30, 2022 | 17.92% |
| Mar 31, 2022 | 20.30% |
| Dec 31, 2021 | 22.99% |
| Sep 30, 2021 | 17.73% |
API Access
Affiliated Managers Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=AMG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "AMG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=AMG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();