Affiliated Managers (MGR) Tax Rate (2009 - 2026)

Affiliated Managers (MGR) recorded quarterly Tax Rate of 24.11% in Q1 2026, down 14.18% quarter-over-quarter from 28.09% in Q4 2025, and up 246.0% on a YoY basis from 6.97% in Q1 2025.

Affiliated Managers (MGR) Tax Rate (2009 - 2026) Analysis & Trends

Affiliated Managers' Tax Rate history runs 18 years deep, the most recent figure standing at 24.11% for Q1 2026.

  • In Q1 2026, Tax Rate rose 246.0% year-over-year to 24.11%; the TTM figure through Mar 2026 stood at 24.06% (up 463.0% YoY), while the FY2025 annual figure was 23.8%, up 402.0% from the prior year.
  • Tax Rate was 24.11% for Q1 2026 at Affiliated Managers, down from 28.09% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 28.09% in Q4 2025 to a low of 10.91% in Q4 2023.
  • Historically, Tax Rate has averaged 19.92% across 5 years, with a median of 20.3% in 2022.
  • The sharpest annual moves came in 2023 and 2024: Tax Rate sank 1060 bps in 2023, then soared 939 bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 21.51% in 2022, then slumped by 49 bps to 10.91% in 2023, then surged by 76 bps to 19.22% in 2024, then soared by 46 bps to 28.09% in 2025, then declined by 14 bps to 24.11% in 2026.
  • The last three Tax Rate figures came in at 24.11% (Q1 2026), 28.09% (Q4 2025), and 19.75% (Q3 2025), per Business Quant data.

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 Affiliated Managers - - - 24.11

Historic Data

Download Data
DateValue
Mar 31, 2026 24.11%
Mar 31, 2026 24.11%
Dec 31, 2025 28.09%
Dec 31, 2025 28.09%
Sep 30, 2025 19.75%
Sep 30, 2025 19.75%
Jun 30, 2025 20.80%
Jun 30, 2025 20.80%
Mar 31, 2025 21.64%
Mar 31, 2025 21.64%
Dec 31, 2024 19.22%
Dec 31, 2024 19.22%
Sep 30, 2024 14.42%
Sep 30, 2024 14.42%
Jun 30, 2024 24.28%
Jun 30, 2024 24.28%
Mar 31, 2024 21.80%
Mar 31, 2024 21.80%
Dec 31, 2023 10.91%
Dec 31, 2023 10.91%