U S Global Investors (GROW) Tax Rate (2010 - 2026)
U S Global Investors (GROW) posted Tax Rate of 46.04% for Q1 2026, down 117.84% sequentially from 258.13% in Q4 2025, and up 987.0% YoY from 4.24% in Q1 2025.
U S Global Investors (GROW) Tax Rate (2010 - 2026) Analysis & Trends
U S Global Investors has reported Tax Rate for 17 years, with the latest figure at 46.04% in Q1 2026.
- Quarterly Tax Rate rose 987.0% year-over-year to 46.04% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 16.57% (up 4889.0% YoY) and the FY2025 annual result came in at 1.15%, down 136.0% from the prior year.
- Tax Rate declined to 46.04% in Q1 2026 per GROW's latest filing, from 258.13% in the prior quarter.
- Over five years, Tax Rate peaked at 258.13% in Q4 2025 and troughed at 193.15% in Q2 2022.
- A 5-year average of 24.47% and a median of 25.86% in 2024 frame the typical range for Tax Rate.
- The widest YoY moves for Tax Rate: up 23227 bps in 2025, down 24342 bps in 2025.
- Over 5 years, Tax Rate stood at 22.01% in 2022, then grew by 19 bps to 26.19% in 2023, then retreated by 1 bps to 25.86% in 2024, then soared by 898 bps to 258.13% in 2025, then tumbled 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 | 179.54 Bn | 165.67 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 17.91% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 20.67% |
| 10 | U S Global Investors | 38.42 Mn | 4.65 Mn | - | -46.04% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -46.04% |
| Mar 31, 2026 | -46.04% |
| Mar 31, 2026 | -46.04% |
| Dec 31, 2025 | 258.13% |
| Dec 31, 2025 | 258.13% |
| Dec 31, 2025 | 258.13% |
| Sep 30, 2025 | 18.28% |
| Sep 30, 2025 | 18.28% |
| Sep 30, 2025 | 18.28% |
| Jun 30, 2025 | 68.64% |
| Jun 30, 2025 | 68.64% |
| Jun 30, 2025 | 68.64% |
| Mar 31, 2025 | -55.92% |
| Mar 31, 2025 | -55.92% |
| Mar 31, 2025 | -55.92% |
| Dec 31, 2024 | 25.86% |
| Dec 31, 2024 | 25.86% |
| Dec 31, 2024 | 25.86% |
| Sep 30, 2024 | 27.75% |
| Sep 30, 2024 | 27.75% |