Ellington Financial (EFC) Tax Rate (2019 - 2026)
Ellington Financial's Tax Rate came in at 0.21% for Q2 2026, down 4.02 percentage points from 4.23% a year earlier and down 0.89 percentage points from the prior quarter.
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Analysis
Ellington Financial (EFC) Tax Rate (2019 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Ellington Financial reported Tax Rate of 2.10%, up 0.34 percentage points year-over-year; for FY2025, it came in at 3.88%, up 3.35 percentage points from FY2024.
- Tax Rate carries a five-year change of -622.15 percentage points (FY2020 to FY2025).
- Going back by year, Tax Rate was 0.53% in FY2024 (-0.03 pp), 0.56% in FY2023 (-70.39 pp), 70.95% in FY2022 (+67.27 pp) and 3.67% in FY2021 (-622.36 pp).
- The Q2 2026 figure represents the lowest quarterly Tax Rate since Q1 2025.
- Year-over-year, Tax Rate increased in five of the last eight quarters, with an average year-over-year change of +3.25 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in Q1 2022 (a gain of 82.52 percentage points), and the weakest in Q1 2023 (a drop of 87.98 percentage points).
- Business Quant data shows EFC's Tax Rate at 1.10% (Q1 2026), 23.62% (Q4 2025) and 4.27% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 25.99% |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | - |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 30.92% |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 18.29% |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 20.17% |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 19.95% |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 24.47% |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | - |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | - |
| 10 | Ellington Financial | 1.48 Bn | 636.79 Mn | - | 4.36% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.36% |
| Jun 30, 2026 | 0.21% |
| Mar 31, 2026 | 1.10% |
| Dec 31, 2025 | 23.62% |
| Sep 30, 2025 | 4.27% |
| Jun 30, 2025 | 4.23% |
| Dec 31, 2024 | 1.97% |
| Sep 30, 2024 | 0.07% |
| Jun 30, 2024 | 0.29% |
| Mar 31, 2024 | 0.31% |
| Dec 31, 2023 | 1.02% |
| Sep 30, 2023 | 1.57% |
| Jun 30, 2023 | 0.60% |
| Mar 31, 2023 | 0.05% |
| Jun 30, 2021 | 14.95% |
| Mar 31, 2021 | 5.51% |
| Dec 31, 2020 | 16.74% |
| Sep 30, 2020 | 6.12% |
| Jun 30, 2020 | 4.24% |
| Dec 31, 2019 | 9.64% |
API Access
Ellington Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=EFC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "EFC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=EFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();