Artisan Partners Asset Management (APAM) Tax Rate (2012 - 2026)

Artisan Partners Asset Management (APAM) reported Tax Rate of 21.72% for Q1 2026, up 117.0% year-over-year from 10.01% in Q1 2025, and up 8.93% quarter-over-quarter from 19.94% in Q4 2025.

Artisan Partners Asset Management (APAM) Tax Rate (2012 - 2026) Analysis & Trends

Artisan Partners Asset Management (APAM) has 15 years of Tax Rate data on file, last reported at 21.72% in Q1 2026.

  • Tax Rate for Q1 2026 came in at 21.72%, up 117.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 23.01% (up 228.0% YoY), and the FY2025 annual result was 22.74%, up 211.0% from the prior year.
  • Tax Rate rose to 21.72% in Q1 2026 per APAM's latest filing, from 19.94% in the prior quarter.
  • Over five years, Tax Rate peaked at 29.95% in Q3 2025 and troughed at 16.56% in Q3 2023.
  • A 5-year average of 20.77% and a median of 20.55% in 2025 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2023 and 2025: Tax Rate tumbled 538 bps in 2023, then surged 1085 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 20.11% in 2022, then fell by 11 bps to 17.89% in 2023, then advanced by 26 bps to 22.63% in 2024, then declined by 12 bps to 19.94% in 2025, then rose by 9 bps to 21.72% in 2026.
  • Business Quant data shows APAM's Tax Rate at 21.72% in Q1 2026, 19.94% in Q4 2025, and 29.95% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Artisan Partners Asset Management 2.37 Bn 2.45 Bn 295.53 Mn 21.72

Historic Data

Download Data
DateValue
Mar 31, 2026 21.72%
Mar 31, 2026 21.72%
Dec 31, 2025 19.94%
Dec 31, 2025 19.94%
Sep 30, 2025 29.95%
Sep 30, 2025 29.95%
Jun 30, 2025 20.57%
Jun 30, 2025 20.57%
Mar 31, 2025 20.55%
Mar 31, 2025 20.55%
Dec 31, 2024 22.63%
Dec 31, 2024 22.63%
Sep 30, 2024 19.10%
Sep 30, 2024 19.10%
Jun 30, 2024 20.82%
Jun 30, 2024 20.82%
Mar 31, 2024 20.21%
Mar 31, 2024 20.21%
Dec 31, 2023 17.89%
Dec 31, 2023 17.89%