KPIs & Operating Metrics(New)

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

Umb Financial (UMBF) has disclosed Tax Rate for 10 consecutive years, with 20.73% as the latest value for Q4 2020.

  • For Q4 2020, Tax Rate rose 682.0% year-over-year to 20.73%; the TTM value through Dec 2020 reached 16.89%, up 207.0%, while the annual FY2025 figure was 17.97%, 178.0% up from the prior year.
  • Tax Rate hit 20.73% in Q4 2020 for Umb Financial, up from 12.34% in the prior quarter.
  • Across five years, Tax Rate topped out at 25.8% in Q4 2017 and bottomed at 3.95% in Q4 2018.
  • Average Tax Rate over 5 years is 17.08%, with a median of 17.78% recorded in 2020.
  • Year-over-year, Tax Rate plummeted -9495bps in 2016 and then surged 1787bps in 2019.
  • Umb Financial's Tax Rate stood at 20.13% in 2016, then rose by 28bps to 25.8% in 2017, then plummeted by -115bps to 3.95% in 2018, then surged by 452bps to 13.92% in 2019, then skyrocketed by 49bps to 20.73% in 2020.
  • According to Business Quant data, Tax Rate over the past three periods came in at 20.73%, 12.34%, and 11.83% for Q4 2020, Q3 2020, and Q2 2020 respectively.