KPIs & Operating Metrics(New)

Umb Financial (UMBF) Tax Rate (2009 - 2026)

Umb Financial recorded quarterly Tax Rate of 21.08% in Q1 2026, up 43.83% quarter-over-quarter from 14.66% in Q4 2025, and up 849.0% year-over-year from 2.22% in Q1 2025.

Umb Financial's Tax Rate history runs 18 years deep, the most recent figure standing at 21.08% for Q1 2026.

  • In Q1 2026, Tax Rate rose 849.0% year-over-year to 21.08%; the TTM figure through Mar 2026 stood at 19.34% (up 421.0% YoY), while the FY2025 annual figure 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.
  • A 5-year average of 13.22% and a median of 18.99% in 2023 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate slumped 8887 bps in 2023 and surged 7324 bps in 2024, its largest moves.
  • Umb Financial's Tax Rate stood at 24.21% in 2022, then sank by 367 bps to 64.66% in 2023, then soared by 113 bps to 8.58% in 2024, then jumped by 71 bps to 14.66% in 2025, then soared by 44 bps to 21.08% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 21.08%, 14.66%, and 20.39% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Bank Of Chile 90,891.20 Bn 90,891.20 Bn - -
2 Bank Bradesco 6,807.69 Bn 6,791.75 Bn - -
3 Lloyds Banking 426.28 Bn 426.28 Bn - -
4 NatWest 184.56 Bn 184.56 Bn - -
5 First Capital 181.18 Bn 181.03 Bn - 19.21
6 Landmark Bancorp 164.67 Bn 164.64 Bn - 19.83
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn - 28.76
8 KB Financial 150.02 Bn 142.15 Bn - 0.05
9 Pnc Financial Services 88.79 Bn 88.84 Bn - 18.98
10 Umb Financial 9.98 Bn 1.79 Bn - 21.08

Historic Data

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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
Sep 30, 2023 18.99
Sep 30, 2023 18.99
Jun 30, 2023 18.10
Jun 30, 2023 18.10
Mar 31, 2023 17.17
Mar 31, 2023 17.17
Dec 31, 2022 24.21
Dec 31, 2022 24.21
Sep 30, 2022 19.14
Sep 30, 2022 19.14
Jun 30, 2022 20.76
Jun 30, 2022 20.76
Mar 31, 2022 15.74
Mar 31, 2022 15.74
Dec 31, 2021 20.20
Dec 31, 2021 20.20
Sep 30, 2021 16.99
Sep 30, 2021 16.99
Jun 30, 2021 18.55
Jun 30, 2021 18.55
Mar 31, 2021 15.45
Mar 31, 2021 15.45
Dec 31, 2020 18.20
Dec 31, 2020 18.20
Sep 30, 2020 12.34
Sep 30, 2020 12.34
Jun 30, 2020 11.83
Jun 30, 2020 11.83
Mar 31, 2020 19.16
Mar 31, 2020 19.16
Dec 31, 2019 13.92
Dec 31, 2019 13.92
Sep 30, 2019 14.54
Sep 30, 2019 14.54
Jun 30, 2019 15.52
Jun 30, 2019 15.52
Mar 31, 2019 15.42
Mar 31, 2019 15.42
Dec 31, 2018 -3.95
Dec 31, 2018 -3.95
Sep 30, 2018 11.33
Sep 30, 2018 11.33
Jun 30, 2018 16.40
Jun 30, 2018 16.40
Mar 31, 2018 14.86
Mar 31, 2018 14.86
Dec 31, 2017 25.80
Dec 31, 2017 25.80
Sep 30, 2017 20.97
Sep 30, 2017 20.97
Jun 30, 2017 20.42
Jun 30, 2017 20.42
Mar 31, 2017 22.87
Mar 31, 2017 22.87
Dec 31, 2016 20.13
Dec 31, 2016 20.13
Sep 30, 2016 21.31
Sep 30, 2016 21.31
Jun 30, 2016 24.92
Jun 30, 2016 24.92
Mar 31, 2016 23.03
Mar 31, 2016 23.03
Dec 31, 2015 115.08
Dec 31, 2015 115.08
Sep 30, 2015 28.07
Sep 30, 2015 28.07
Jun 30, 2015 24.36
Jun 30, 2015 24.36
Mar 31, 2015 29.88
Mar 31, 2015 29.88
Dec 31, 2014 26.72
Dec 31, 2014 26.72
Sep 30, 2014 26.31
Sep 30, 2014 26.31
Jun 30, 2014 29.20
Jun 30, 2014 29.20
Mar 31, 2014 27.05
Mar 31, 2014 27.05
Dec 31, 2013 25.86
Dec 31, 2013 25.86
Sep 30, 2013 27.67
Sep 30, 2013 27.67
Jun 30, 2013 26.29
Jun 30, 2013 26.29
Mar 31, 2013 27.39
Mar 31, 2013 27.39
Dec 31, 2012 -23.54
Dec 31, 2012 -23.54
Sep 30, 2012 -27.99
Sep 30, 2012 -27.99
Jun 30, 2012 -29.58
Jun 30, 2012 -29.58
Mar 31, 2012 -28.65
Mar 31, 2012 -28.65
Dec 31, 2011 -22.66
Dec 31, 2011 -22.66
Sep 30, 2011 -27.94
Sep 30, 2011 -27.94
Jun 30, 2011 -28.07
Jun 30, 2011 -28.07
Mar 31, 2011 -29.17
Mar 31, 2011 -29.17
Dec 31, 2010 31.19
Dec 31, 2010 31.19
Sep 30, 2010 24.42
Sep 30, 2010 24.42
Jun 30, 2010 29.29
Jun 30, 2010 29.29
Mar 31, 2010 28.29
Mar 31, 2010 28.29
Dec 31, 2009 20.01
Dec 31, 2009 20.01
Sep 30, 2009 26.96
Sep 30, 2009 26.96
Jun 30, 2009 27.70
Jun 30, 2009 27.70
Mar 31, 2009 28.19
Mar 31, 2009 28.19