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
DateValue
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%