Affiliated Managers (AMG) Tax Rate (2009 - 2026)
Affiliated Managers (AMG) posted Tax Rate of 22.77% for Q2 2026, down 5.53% on a QoQ basis from 24.11% in Q1 2026, and up 197.0% year-over-year from 7.67% in Q2 2025.
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Analysis
Affiliated Managers (AMG) Tax Rate (2009 - 2026) Analysis & Trends
Affiliated Managers has reported Tax Rate for 18 years, with the latest figure at 22.77% in Q2 2026.
- On a quarterly basis, Tax Rate rose 197.0% year-over-year to 22.77% in Q2 2026; TTM through Jun 2026 was 24.18%, a 555.0% increase from a year earlier, with the FY2025 full-year figure at 23.8%, up 402.0% from the prior year.
- Tax Rate was 22.77% for Q2 2026 at Affiliated Managers, down from 24.11% in the prior quarter.
- The five-year high for Tax Rate was 28.09% in Q4 2025, with the low at 10.91% in Q4 2023.
- Average Tax Rate over 5 years is 20.08%, with a median of 20.55% recorded in 2022.
- The sharpest annual moves came in 2023 and 2024: Tax Rate plunged 1060 bps in 2023, then jumped 939 bps in 2024.
- Over 5 years, Tax Rate stood at 21.51% in 2022, then sank by 49 bps to 10.91% in 2023, then soared by 76 bps to 19.22% in 2024, then jumped by 46 bps to 28.09% in 2025, then declined by 19 bps to 22.77% in 2026.
- The last three Tax Rate figures came in at 22.77% (Q2 2026), 24.11% (Q1 2026), and 28.09% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 13.30% |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 31.17% |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 25.58% |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 22.77% |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 47.06% |
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% |