Waterstone Financial (WSBF) Tax Rate (2012 - 2026)
Waterstone Financial (WSBF) recorded Tax Rate of 20.43% in Q2 2026, up 0.35 percentage points from 20.08% a year earlier but down 0.16 percentage points from the prior quarter.
Waterstone Financial (WSBF) Tax Rate (2012 - 2026) Analysis & Trends
On a TTM basis, Waterstone Financial's Tax Rate came in at 20.97% as of Jun 30, 2026, up 1.70 percentage points year-over-year; for FY2025, it was 21.06%, down 1.08 percentage points from FY2024.
- Annual Tax Rate has a five-year change of -3.89 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 22.14% in FY2024 (+7.12 pp), 15.02% in FY2023 (-5.37 pp), 20.39% in FY2022 (-2.75 pp) and 23.14% in FY2021 (-1.80 pp).
- Quarterly Tax Rate has ranged from -42.10% in Q4 2022 to 93.28% in Q4 2023 over the past five years.
- On a year-over-year basis, Tax Rate rose in four of the last eight quarters, with an average year-over-year change of -9.89 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 135.37 percentage points in Q4 2023, against a drop of 77.23 percentage points in Q4 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at 20.59% (Q1 2026), 23.26% (Q4 2025) and 19.48% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 23.98% |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 22.68% |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 23.29% |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 22.26% |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 24.40% |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 16.36% |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 24.29% |
| 10 | Waterstone Financial | 362.38 Mn | 154.65 Mn | - | 20.43% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.43% |
| Mar 31, 2026 | 20.59% |
| Dec 31, 2025 | 23.26% |
| Sep 30, 2025 | 19.48% |
| Jun 30, 2025 | 20.08% |
| Mar 31, 2025 | 21.77% |
| Dec 31, 2024 | 16.05% |
| Sep 30, 2024 | 19.67% |
| Jun 30, 2024 | 20.02% |
| Mar 31, 2024 | 36.28% |
| Sep 30, 2023 | 13.32% |
| Jun 30, 2023 | 21.31% |
| Mar 31, 2023 | 22.54% |
| Sep 30, 2022 | 22.23% |
| Jun 30, 2022 | 21.83% |
| Mar 31, 2022 | 22.45% |
| Dec 31, 2021 | 19.96% |
| Sep 30, 2021 | 22.22% |
| Jun 30, 2021 | 24.73% |
| Mar 31, 2021 | 24.45% |
Waterstone Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=WSBF&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "WSBF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=WSBF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();