CION Investment (CICB) Tax Rate (2021 - 2026)
CION Investment's (CICB) quarterly Tax Rate came in at 0.04% in Q2 2026, up 13.0% on a YoY basis from 0.04% in Q2 2025, and up 94.67% quarter-over-quarter from 0.78% in Q1 2026.
Analysis
CION Investment (CICB) Tax Rate (2021 - 2026) Analysis & Trends
CION Investment (CICB) has reported Tax Rate for 6 consecutive years, with 0.04% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Rate rose 13.0% year-over-year to 0.04%; the trailing twelve-month figure through Jun 2026 stood at 0.02% (up 63.0% YoY), and the FY2025 full-year result was 3.52%, up 833.0% from the prior year.
- Tax Rate improved to 0.04% in Q2 2026 per CICB's latest filing, from 0.78% in the prior quarter.
- Across five years, Tax Rate topped out at 4.71% in Q4 2022 and bottomed at 2.96% in Q3 2023.
- Historically, Tax Rate has averaged 0.02% across 5 years, with a median of 0.04% in 2026.
- The sharpest annual moves came in 2023 and 2024: Tax Rate tumbled 743 bps in 2023, then jumped 404 bps in 2024.
- Over 5 years, Tax Rate stood at 4.71% in 2022, then tumbled by 158 bps to 2.72% in 2023, then jumped by 32 bps to 1.85% in 2024, then jumped by 68 bps to 0.6% in 2025, then soared by 93 bps to 0.04% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 0.04%, 0.78%, and 0.6% for Q2 2026, Q1 2026, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.14 Bn | 13.76 Bn | - | 5.23% |
| 2 | Blackstone Secured Lending Fund | 5.70 Bn | 5.44 Bn | - | 5.73% |
| 3 | Blue Owl Capital | 5.54 Bn | 5.30 Bn | - | 1.32% |
| 4 | Main Street Capital | 5.29 Bn | 5.23 Bn | - | - |
| 5 | Blue Owl Technology Finance | 5.08 Bn | 4.87 Bn | - | 1.39% |
| 6 | Hercules Capital | 4.65 Bn | 4.60 Bn | - | 4.52% |
| 7 | FS KKR Capital | 3.42 Bn | 3.31 Bn | - | - |
| 8 | Golub Capital Bdc | 3.32 Bn | 3.27 Bn | - | - |
| 9 | PennantPark Floating Rate Capital | 2.48 Bn | -127.01 Mn | - | -0.26% |
| 10 | CION Investment | 1.25 Bn | 1.25 Bn | - | -0.04% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.04% |
| Mar 31, 2026 | -0.78% |
| Sep 30, 2025 | -0.60% |
| Jun 30, 2025 | -0.18% |
| Dec 31, 2024 | -1.85% |
| Sep 30, 2024 | 1.07% |
| Jun 30, 2024 | -0.50% |
| Mar 31, 2024 | 0.06% |
| Dec 31, 2023 | -2.72% |
| Sep 30, 2023 | -2.96% |
| Jun 30, 2023 | 3.85% |
| Mar 31, 2023 | 0.05% |
| Dec 31, 2022 | 4.71% |
| Sep 30, 2022 | 0.12% |
| Mar 31, 2022 | 0.10% |
| Dec 31, 2021 | 2.88% |
| Sep 30, 2021 | 0.23% |