KPIs & Operating Metrics(New)

Umb Financial (UMBF) Tax Rate (2016 - 2020)

Umb Financial (UMBF) has disclosed Tax Rate for 10 consecutive years, with 18.2% as the latest value for Q4 2020.

  • Quarterly Tax Rate rose 429.0% to 18.2% in Q4 2020 from the year-ago period, while the trailing twelve-month figure was 15.46% through Dec 2020, up 64.0% year-over-year, with the annual reading at 17.97% for FY2025, 1568.0% up from the prior year.
  • Tax Rate hit 18.2% in Q4 2020 for Umb Financial, up from 12.34% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 25.8% in Q4 2017 to a low of 3.95% in Q4 2018.
  • Historically, Tax Rate has averaged 16.95% across 5 years, with a median of 17.3% in 2020.
  • Biggest five-year swings in Tax Rate: tumbled -9495bps in 2016 and later soared 1787bps in 2019.
  • Year by year, Tax Rate stood at 20.13% in 2016, then grew by 28bps to 25.8% in 2017, then tumbled by -115bps to 3.95% in 2018, then soared by 452bps to 13.92% in 2019, then soared by 31bps to 18.2% in 2020.
  • Business Quant data shows Tax Rate for UMBF at 18.2% in Q4 2020, 12.34% in Q3 2020, and 11.83% in Q2 2020.