Morningstar (MORN) Tax Rate: 2009-2025
Historic Tax Rate for Morningstar (MORN) over the last 16 years, with Sep 2025 value amounting to 25.51%.
- Morningstar's Tax Rate rose 602.00% 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 318.00%. This contributed to the annual value of 21.17% for FY2024, which is 299.00% up from last year.
- As of Q3 2025, Morningstar's Tax Rate stood at 25.51%, which was up 12.99% from 22.58% recorded in Q2 2025.
- In the past 5 years, Morningstar's Tax Rate ranged from a high of 86.27% in Q4 2022 and a low of 15.61% during Q4 2023.
- Moreover, its 3-year median value for Tax Rate was 22.58% (2025), whereas its average is 22.70%.
- In the last 5 years, Morningstar's Tax Rate surged by 6,134bps in 2022 and then crashed by 7,066bps in 2023.
- Over the past 5 years, Morningstar's Tax Rate (Quarterly) stood at 24.93% in 2021, then skyrocketed by 6,134bps to 86.27% in 2022, then tumbled by 7,066bps to 15.61% in 2023, then surged by 520bps to 20.81% in 2024, then surged by 602bps to 25.51% in 2025.
- Its last three reported values are 25.51% in Q3 2025, 22.58% for Q2 2025, and 25.25% during Q1 2025.