Affiliated Managers (AMG) Tax Rate (2009 - 2026)
Affiliated Managers (AMG) posted quarterly Tax Rate of 24.11% for Q1 2026, up 246.0% year-over-year from 6.97% in Q1 2025, and down 14.18% quarter-over-quarter from 28.09% in Q4 2025.
Affiliated Managers (AMG) Tax Rate (2009 - 2026) Analysis & Trends
Affiliated Managers' Tax Rate history runs 18 years deep, the most recent figure standing at 24.11% for Q1 2026.
- In Q1 2026, Tax Rate rose 246.0% year-over-year to 24.11%; the TTM figure through Mar 2026 stood at 24.06% (up 463.0% YoY), while the FY2025 annual figure was 23.8%, up 402.0% from the prior year.
- Tax Rate for Q1 2026 stood at 24.11%, down from 28.09% 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.
- The 5-year median for Tax Rate is 20.3% (2022), against an average of 19.92%.
- The sharpest annual moves came in 2023 and 2024: Tax Rate plunged 1060 bps in 2023, then surged 939 bps in 2024.
- Affiliated Managers' Tax Rate stood at 21.51% in 2022, then sank by 49 bps to 10.91% in 2023, then jumped by 76 bps to 19.22% in 2024, then surged by 46 bps to 28.09% in 2025, then dropped by 14 bps to 24.11% in 2026.
- Business Quant data shows AMG's Tax Rate at 24.11% in Q1 2026, 28.09% in Q4 2025, and 19.75% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 17.91% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 20.67% |
| 10 | Affiliated Managers | 9.40 Bn | 8.99 Bn | - | 22.77% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 22.77% |
| Jun 30, 2026 | 22.77% |
| Jun 30, 2026 | 22.77% |
| Mar 31, 2026 | 24.11% |
| Mar 31, 2026 | 24.11% |
| Mar 31, 2026 | 24.11% |
| Dec 31, 2025 | 28.09% |
| Dec 31, 2025 | 28.09% |
| Dec 31, 2025 | 28.09% |
| Sep 30, 2025 | 19.75% |
| Sep 30, 2025 | 19.75% |
| Sep 30, 2025 | 19.75% |
| Jun 30, 2025 | 20.80% |
| Jun 30, 2025 | 20.80% |
| Jun 30, 2025 | 20.80% |
| Mar 31, 2025 | 21.64% |
| Mar 31, 2025 | 21.64% |
| Mar 31, 2025 | 21.64% |
| Dec 31, 2024 | 19.22% |
| Dec 31, 2024 | 19.22% |