Morningstar (MORN) Tax Rate (2009 - 2026)

Morningstar (MORN) has reported Tax Rate for 18 consecutive years, with 26.05% the latest figure, recorded in Q2 2026.

• On a quarterly basis, Tax Rate rose 348.0% year-over-year to 26.05% in Q2 2026; TTM through Jun 2026 was 25.0%, a 329.0% increase from a year earlier, with the FY2025 full-year figure at 24.35%, up 318.0% from the prior year.
• Tax Rate was 26.05% for Q2 2026 at Morningstar, up from 24.4% in the prior quarter.
• Over five years, Tax Rate peaked at 400.0% in Q1 2023 and troughed at 234.78% in Q3 2022.
• A 5-year average of 30.95% and a median of 24.26% in 2025 frame the typical range for Tax Rate.
• Across the five-year window, Tax Rate soared 37254 bps in 2023 and sank 37552 bps in 2024, its largest moves.
• Over 5 years, Tax Rate stood at 86.27% in 2022, then tumbled by 82 bps to 15.61% in 2023, then jumped by 33 bps to 20.81% in 2024, then gained by 16 bps to 24.12% in 2025, then climbed by 8 bps to 26.05% in 2026.
• The last three Tax Rate figures came in at 26.05% (Q2 2026), 24.4% (Q1 2026), and 24.12% (Q4 2025), per Business Quant data.