Principal Financial (PFG) Change in Taxes (2009 - 2019)

Principal Financial (PFG) reported Change in Taxes of $8.4 million for Q4 2019, down 90.91% year-over-year from $92.4 million in Q4 2018, and down 90.89% quarter-over-quarter from $92.2 million in Q3 2019.

Principal Financial (PFG) Change in Taxes (2009 - 2019) Analysis & Trends

Principal Financial (PFG) has 11 years of Change in Taxes data on file, last reported at $8.4 million in Q4 2019.

  • Change in Taxes for Q4 2019 came in at $8.4 million, down 90.91% year-over-year; the trailing twelve-month figure through Dec 2019 was $211.2 million (down 23.12% YoY), and the FY2025 annual result was -$96.4 million, down 190.86% from the prior year.
  • Change in Taxes slipped to $8.4 million in Q4 2019 per PFG's latest filing, from $92.2 million in the prior quarter.
  • Over five years, Change in Taxes peaked at $362.8 million in Q3 2017 and troughed at -$620.4 million in Q4 2017.
  • A 5-year average of $15.0 million and a median of $45.2 million in 2018 frame the typical range for Change in Taxes.
  • On a YoY basis, Change in Taxes climbed as much as 1127.76% in 2017 and fell as far as 1981.88% in 2017.
  • A 5-year view of Change in Taxes shows it stood at $28.8 million in 2015, then tumbled by 203.47% to -$29.8 million in 2016, then tumbled by 1981.88% to -$620.4 million in 2017, then jumped by 114.89% to $92.4 million in 2018, then plunged by 90.91% to $8.4 million in 2019.
  • Business Quant data shows PFG's Change in Taxes at $8.4 million in Q4 2019, $92.2 million in Q3 2019, and $44.7 million in Q2 2019.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Taxes (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 240.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn -

Historic Data

Download Data
DateValue
Dec 31, 2019 8.40 Mn
Dec 31, 2019 8.40 Mn
Sep 30, 2019 92.20 Mn
Sep 30, 2019 92.20 Mn
Jun 30, 2019 44.70 Mn
Jun 30, 2019 44.70 Mn
Mar 31, 2019 65.90 Mn
Mar 31, 2019 65.90 Mn
Dec 31, 2018 92.40 Mn
Dec 31, 2018 92.40 Mn
Sep 30, 2018 51.00 Mn
Sep 30, 2018 51.00 Mn
Jun 30, 2018 85.50 Mn
Jun 30, 2018 85.50 Mn
Mar 31, 2018 45.80 Mn
Mar 31, 2018 45.80 Mn
Dec 31, 2017 -620.40 Mn
Dec 31, 2017 -620.40 Mn
Sep 30, 2017 362.80 Mn
Sep 30, 2017 362.80 Mn