U S Global Investors (GROW) Tax Rate (2010 - 2026)
U S Global Investors (GROW) recorded quarterly Tax Rate of 46.04% in Q1 2026, down 117.84% quarter-over-quarter from 258.13% in Q4 2025, and up 987.0% year-on-year from 4.24% in Q1 2025.
U S Global Investors (GROW) Tax Rate (2010 - 2026) Analysis & Trends
U S Global Investors has disclosed Tax Rate across 17 years of filings, most recently posting 46.04% for Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 987.0% year-over-year to 46.04%; the trailing twelve-month figure through Mar 2026 stood at 18.8% (up 5474.0% YoY), and the FY2025 full-year result was 22.36%, down 2937.0% from the prior year.
- Tax Rate was 46.04% for Q1 2026 at U S Global Investors, down from 258.13% in the prior quarter.
- Over five years, Tax Rate peaked at 258.13% in Q4 2025 and troughed at 159.71% in Q2 2024.
- The 5-year median for Tax Rate is 22.53% (2022), against an average of 22.17%.
- The sharpest annual moves came in 2022 and 2025: Tax Rate soared 25676 bps in 2022, then slumped 24342 bps in 2025.
- Year by year, Tax Rate stood at 22.01% in 2022, then climbed by 19 bps to 26.19% in 2023, then fell by 1 bps to 25.86% in 2024, then surged by 898 bps to 258.13% in 2025, then plunged by 118 bps to 46.04% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 46.04% in Q1 2026, 258.13% in Q4 2025, and 18.28% 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 | U S Global Investors | 38.31 Mn | 36.31 Mn | - | -46.04 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -46.04% |
| Mar 31, 2026 | -46.04% |
| Dec 31, 2025 | 258.13% |
| Dec 31, 2025 | 258.13% |
| Sep 30, 2025 | 18.28% |
| Sep 30, 2025 | 18.28% |
| Jun 30, 2025 | 39.45% |
| Jun 30, 2025 | 39.45% |
| Mar 31, 2025 | -55.92% |
| Mar 31, 2025 | -55.92% |
| Dec 31, 2024 | 25.86% |
| Dec 31, 2024 | 25.86% |
| Sep 30, 2024 | 27.75% |
| Sep 30, 2024 | 27.75% |
| Jun 30, 2024 | -159.71% |
| Jun 30, 2024 | -159.71% |
| Mar 31, 2024 | 187.50% |
| Mar 31, 2024 | 187.50% |
| Dec 31, 2023 | 26.19% |
| Dec 31, 2023 | 26.19% |