Morningstar (MORN) Tax Rate (2016 - 2025)
Historic Tax Rate for Morningstar (MORN) over the last 17 years, with Q4 2025 value amounting to 24.12%.
- Morningstar's Tax Rate rose 33100.0% to 24.12% in Q4 2025 from the same period last year, while for Dec 2025 it was 24.35%, marking a year-over-year increase of 31800.0%. This contributed to the annual value of 24.35% for FY2025, which is 31800.0% up from last year.
- Latest data reveals that Morningstar reported Tax Rate of 24.12% as of Q4 2025, which was up 33100.0% from 25.51% recorded in Q3 2025.
- Over the past 5 years, Morningstar's Tax Rate peaked at 400.0% during Q1 2023, and registered a low of 234.78% during Q3 2022.
- For the 5-year period, Morningstar's Tax Rate averaged around 30.42%, with its median value being 24.3% (2025).
- Its Tax Rate has fluctuated over the past 5 years, first skyrocketed by 3725400bps in 2023, then plummeted by -3755200bps in 2024.
- Over the past 5 years, Morningstar's Tax Rate (Quarter) stood at 24.93% in 2021, then skyrocketed by 246bps to 86.27% in 2022, then plummeted by -82bps to 15.61% in 2023, then surged by 33bps to 20.81% in 2024, then grew by 16bps to 24.12% in 2025.
- Its last three reported values are 24.12% in Q4 2025, 25.51% for Q3 2025, and 22.58% during Q2 2025.