Umb Financial (UMBF) Tax Rate (2009 - 2026)
Umb Financial's (UMBF) quarterly Tax Rate came in at 21.08% in Q1 2026, up 849.0% year-on-year from 2.22% in Q1 2025, and up 43.83% quarter-over-quarter from 14.66% in Q4 2025.
Umb Financial (UMBF) Tax Rate (2009 - 2026) Analysis & Trends
Umb Financial has disclosed Tax Rate across 18 years of filings, most recently posting 21.08% for Q1 2026.
- Tax Rate for Q1 2026 came in at 21.08%, up 849.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 19.34% (up 421.0% YoY), and the FY2025 annual result was 17.97%, up 178.0% from the prior year.
- Tax Rate came in at 21.08% for Q1 2026 at Umb Financial, up from 14.66% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 24.21% in Q4 2022 to a low of 64.66% in Q4 2023.
- The 5-year median for Tax Rate is 18.99% (2023), against an average of 13.22%.
- Across the five-year window, Tax Rate tumbled 8887 bps in 2023 and jumped 7324 bps in 2024, its largest moves.
- Umb Financial's Tax Rate stood at 24.21% in 2022, then slumped by 367 bps to 64.66% in 2023, then surged by 113 bps to 8.58% in 2024, then soared by 71 bps to 14.66% in 2025, then surged by 44 bps to 21.08% in 2026.
- The last three Tax Rate figures came in at 21.08% (Q1 2026), 14.66% (Q4 2025), and 20.39% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of Chile | 97,765.53 Bn | 97,765.53 Bn | - | -22.54% |
| 2 | Bank Bradesco | 6,846.93 Bn | 6,830.99 Bn | - | - |
| 3 | Lloyds Banking | 384.13 Bn | 384.40 Bn | - | -23.21% |
| 4 | First Capital | 215.78 Bn | 215.63 Bn | - | 19.21% |
| 5 | Itau Unibanco Holding | 202.78 Bn | 202.78 Bn | - | - |
| 6 | Landmark Bancorp | 180.37 Bn | 180.34 Bn | - | 19.83% |
| 7 | NatWest | 168.65 Bn | -51.67 Bn | - | -25.87% |
| 8 | Shinhan Financial | 136.54 Bn | 104.11 Bn | - | 25.76% |
| 9 | Mizuho Financial | 112.02 Bn | 112.56 Bn | - | - |
| 10 | Umb Financial | 10.29 Bn | 2.11 Bn | - | 21.08% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 21.08% |
| Mar 31, 2026 | 21.08% |
| Dec 31, 2025 | 14.66% |
| Dec 31, 2025 | 14.66% |
| Sep 30, 2025 | 20.39% |
| Sep 30, 2025 | 20.39% |
| Jun 30, 2025 | 20.96% |
| Jun 30, 2025 | 20.96% |
| Mar 31, 2025 | 12.59% |
| Mar 31, 2025 | 12.59% |
| Dec 31, 2024 | 8.58% |
| Dec 31, 2024 | 8.58% |
| Sep 30, 2024 | 19.18% |
| Sep 30, 2024 | 19.18% |
| Jun 30, 2024 | 20.14% |
| Jun 30, 2024 | 20.14% |
| Mar 31, 2024 | 17.64% |
| Mar 31, 2024 | 17.64% |
| Dec 31, 2023 | -64.66% |
| Dec 31, 2023 | -64.66% |