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Morningstar (MORN) Tax Rate (2016 - 2025)

Historic Tax Rate for Morningstar (MORN) over the last 17 years, with Q3 2025 value amounting to 25.51%.

  • Morningstar's Tax Rate rose 60200.0% to 25.51% in Q3 2025 from the same period last year, while for Sep 2025 it was 23.29%, marking a year-over-year increase of 31800.0%. This contributed to the annual value of 21.17% for FY2024, which is 29900.0% up from last year.
  • Per Morningstar's latest filing, its Tax Rate stood at 25.51% for Q3 2025, which was up 60200.0% from 22.58% recorded in Q2 2025.
  • Morningstar's 5-year Tax Rate high stood at 400.0% for Q1 2023, and its period low was 234.78% during Q3 2022.
  • For the 5-year period, Morningstar's Tax Rate averaged around 30.75%, with its median value being 24.48% (2024).
  • Its Tax Rate has fluctuated over the past 5 years, first surged by 3725400bps in 2023, then tumbled by -3755200bps in 2024.
  • Morningstar's Tax Rate (Quarter) stood at 24.93% in 2021, then surged by 246bps to 86.27% in 2022, then tumbled by -82bps to 15.61% in 2023, then soared by 33bps to 20.81% in 2024, then grew by 23bps to 25.51% in 2025.
  • Its Tax Rate was 25.51% in Q3 2025, compared to 22.58% in Q2 2025 and 25.25% in Q1 2025.