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
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 -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%