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Morningstar (MORN) Tax Rate: 2009-2024

Historic Tax Rate for Morningstar (MORN) over the last 16 years, with Dec 2024 value amounting to 21.17%.

  • 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.
  • Per Morningstar's latest filing, its Tax Rate stood at 21.17% for FY2024, which was up 16.43% from 18.18% recorded in FY2023.
  • In the past 5 years, Morningstar's Tax Rate registered a high of 43.26% during FY2022, and its lowest value of 18.18% during FY2023.
  • Moreover, its 3-year median value for Tax Rate was 21.17% (2024), whereas its average is 27.54%.
  • Its Tax Rate has fluctuated over the past 5 years, first spiked by 1,827bps in 2022, then plummeted by 2,508bps in 2023.
  • Over the past 5 years, Morningstar's Tax Rate (Yearly) stood at 21.10% in 2020, then soared by 389bps to 24.99% in 2021, then surged by 1,827bps to 43.26% in 2022, then slumped by 2,508bps to 18.18% in 2023, then skyrocketed by 299bps to 21.17% in 2024.