Finance of America Companies (FOA) Tax Rate (2020 - 2026)
Finance of America Companies (FOA) recorded Tax Rate of 59.40% in Q2 2026, up 56.79 percentage points from 2.60% a year earlier and up 56.38 percentage points from the prior quarter.
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Analysis
Finance of America Companies (FOA) Tax Rate (2020 - 2026) Analysis & Trends
On a TTM basis, Finance of America Companies' Tax Rate came in at 48.82% as of Jun 30, 2026, up 46.47 percentage points year-over-year; for FY2025, it was 3.11%, down 2.49 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +2.64 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 5.60% in FY2024 (+5.25 pp), 0.36% in FY2023 (-4.64 pp), 4.99% in FY2022 (+3.43 pp) and 1.56% in FY2021 (+1.10 pp).
- The Q2 2026 figure is the highest quarterly Tax Rate in data going back to Q2 2020.
- On a year-over-year basis, Tax Rate has increased for three consecutive quarters, with an average year-over-year change of +13.30 percentage points over the last seven quarters.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 56.79 percentage points in Q2 2026, against a drop of 32.04 percentage points in Q2 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at 3.01% (Q1 2026), 3.12% (Q4 2025) and -0.46% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | 18.51% |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | 30.92% |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | - |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | - |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 20.18% |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 24.47% |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | 19.69% |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | 0.83% |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | Finance of America Companies | 101.70 Mn | -230.48 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 3.01% |
| Jun 30, 2025 | 2.60% |
| Mar 31, 2025 | 2.38% |
| Sep 30, 2024 | 2.13% |
| Dec 31, 2023 | 0.11% |
| Mar 31, 2023 | 4.36% |
| Sep 30, 2021 | 8.14% |
| Mar 31, 2021 | 0.91% |
| Dec 31, 2020 | 0.50% |
| Sep 30, 2020 | 0.33% |
| Jun 30, 2020 | 0.31% |
API Access
Finance of America Companies 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=FOA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "FOA", "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=FOA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();