Affiliated Managers (AMG) Tax Rate (2009 - 2026)

Affiliated Managers' Tax Rate history runs 18 years deep, the most recent figure standing at 24.11% for Q1 2026.

• On a quarterly basis, Tax Rate rose 246.0% year-over-year to 24.11% in Q1 2026; TTM through Mar 2026 was 24.06%, a 463.0% increase from a year earlier, with the FY2025 full-year figure at 23.8%, up 402.0% from the prior year.
• Tax Rate slipped to 24.11% in Q1 2026 per AMG's latest filing, from 28.09% in the prior quarter.
• Across five years, Tax Rate topped out at 28.09% in Q4 2025 and bottomed at 10.91% in Q4 2023.
• The 5-year median for Tax Rate is 20.3% (2022), against an average of 19.92%.
• Across the five-year window, Tax Rate sank 1060 bps in 2023 and surged 939 bps in 2024, its largest moves.
• Year by year, Tax Rate stood at 21.51% in 2022, then plunged by 49 bps to 10.91% in 2023, then surged by 76 bps to 19.22% in 2024, then soared by 46 bps to 28.09% in 2025, then declined by 14 bps to 24.11% in 2026.
• Per Business Quant, the three latest AMG Tax Rate figures stand at 24.11% (Q1 2026), 28.09% (Q4 2025), and 19.75% (Q3 2025).