Growth Metrics

U S Global Investors (GROW) Tax Rate (2010 - 2026)

U S Global Investors 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-over-year from 4.24% in Q1 2025.

U S Global Investors' Tax Rate history runs 17 years deep, the most recent figure standing at 46.04% for Q1 2026.

  • In Q1 2026, Tax Rate rose 987.0% year-over-year to 46.04%; the TTM figure through Mar 2026 stood at 18.8% (up 5062.0% YoY), while the FY2025 annual figure was 22.36%, down 25991.0% from the prior year.
  • Tax Rate came in at 46.04% for Q1 2026 at U S Global Investors, down from 258.13% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 258.13% in Q4 2025 to a low of 55.92% in Q1 2025.
  • A 5-year average of 37.22% and a median of 25.86% in 2024 frame the typical range for Tax Rate.
  • On a YoY basis, Tax Rate climbed as much as 23227 bps in 2025 and fell as far as 24342 bps in 2025.
  • U S Global Investors' 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 slumped by 118 bps to 46.04% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 46.04%, 258.13%, and 18.28% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 U S Global Investors 32.09 Mn 30.09 Mn - -46.04

Historic Data

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DateValue
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 -11.16
Jun 30, 2024 -11.16
Mar 31, 2024 187.50
Mar 31, 2024 187.50
Dec 31, 2023 26.19
Dec 31, 2023 26.19
Sep 30, 2023 26.97
Sep 30, 2023 26.97
Jun 30, 2023 26.34
Jun 30, 2023 26.34
Mar 31, 2023 16.75
Mar 31, 2023 16.75
Dec 31, 2022 22.01
Dec 31, 2022 22.01
Sep 30, 2022 71.51
Sep 30, 2022 71.51
Jun 30, 2022 -23.38
Jun 30, 2022 -23.38
Mar 31, 2022 22.53
Mar 31, 2022 22.53
Dec 31, 2021 20.73
Dec 31, 2021 20.73
Sep 30, 2021 17.70
Sep 30, 2021 17.70
Jun 30, 2021 -131.21
Jun 30, 2021 -131.21
Mar 31, 2021 26.34
Mar 31, 2021 26.34
Dec 31, 2020 23.31
Dec 31, 2020 23.31
Sep 30, 2020 1.52
Sep 30, 2020 1.52
Jun 30, 2020 -0.07
Jun 30, 2020 -0.07
Mar 31, 2020 -5.06
Mar 31, 2020 -5.06
Dec 31, 2019 2.63
Dec 31, 2019 2.63
Sep 30, 2019 6.05
Sep 30, 2019 6.05
Jun 30, 2019 1,143.24
Jun 30, 2019 1,143.24
Mar 31, 2019 37.97
Mar 31, 2019 37.97
Dec 31, 2018 17.23
Dec 31, 2018 17.23
Sep 30, 2018 22.42
Sep 30, 2018 22.42
Jun 30, 2018 61.59
Jun 30, 2018 61.59
Mar 31, 2018 13.63
Mar 31, 2018 13.63
Dec 31, 2017 33.33
Dec 31, 2017 33.33
Sep 30, 2017 0.80
Sep 30, 2017 0.80
Jun 30, 2017 -0.50
Jun 30, 2017 -0.50
Mar 31, 2017 -10.00
Mar 31, 2017 -10.00
Dec 31, 2016 -66.67
Dec 31, 2016 -66.67
Sep 30, 2016 7.04
Sep 30, 2016 7.04
Jun 30, 2016 0.40
Jun 30, 2016 0.40
Mar 31, 2016 4.08
Mar 31, 2016 4.08
Sep 30, 2015 -1.28
Sep 30, 2015 -1.28
Jun 30, 2015 -63.54
Jun 30, 2015 -63.54
Mar 31, 2015 -2.82
Mar 31, 2015 -2.82
Dec 31, 2014 -0.38
Dec 31, 2014 -0.38
Sep 30, 2014 6.48
Sep 30, 2014 6.48
Jun 30, 2014 -22.97
Jun 30, 2014 -22.97
Mar 31, 2014 -116.67
Mar 31, 2014 -116.67
Dec 31, 2013 32.72
Dec 31, 2013 32.72
Sep 30, 2013 60.87
Sep 30, 2013 60.87
Jun 30, 2013 31.74
Jun 30, 2013 31.74
Mar 31, 2013 42.21
Mar 31, 2013 42.21
Dec 31, 2012 44.89
Dec 31, 2012 44.89
Sep 30, 2012 40.76
Sep 30, 2012 40.76
Jun 30, 2012 -41.45
Jun 30, 2012 -41.45
Mar 31, 2012 38.78
Mar 31, 2012 38.78
Dec 31, 2011 38.22
Dec 31, 2011 38.22
Sep 30, 2011 35.50
Sep 30, 2011 35.50
Jun 30, 2011 21.73
Jun 30, 2011 21.73
Mar 31, 2011 33.48
Mar 31, 2011 33.48
Dec 31, 2010 35.99
Dec 31, 2010 35.99
Sep 30, 2010 35.40
Sep 30, 2010 35.40