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% on a QoQ basis from $92.2 million in Q3 2019.
Principal Financial (PFG) has 11 years of Change in Taxes data on file, last reported at $8.4 million in Q4 2019.
- Quarterly Change in Taxes fell 90.91% year-over-year to $8.4 million in Q4 2019, while the trailing twelve-month figure through Dec 2019 was $211.2 million (down 23.12% YoY) and the FY2025 annual result came in at -$96.4 million, down 190.86% from the prior year.
- Change in Taxes eased to $8.4 million in Q4 2019 per PFG's latest filing, from $92.2 million in the prior quarter.
- Across five years, Change in Taxes topped out at $362.8 million in Q3 2017 and bottomed at -$620.4 million in Q4 2017.
- The 5-year median for Change in Taxes is $45.2 million (2018), against an average of $15.0 million.
- Peak annual rise in Change in Taxes reached 1127.76% in 2017, while the deepest fall reached 1981.88% in 2017.
- Tracing PFG's Change in Taxes over 5 years: stood at $28.8 million in 2015, then sank by 203.47% to -$29.8 million in 2016, then sank by 1981.88% to -$620.4 million in 2017, then surged by 114.89% to $92.4 million in 2018, then slumped by 90.91% to $8.4 million in 2019.
- Per Business Quant, the three latest PFG Change in Taxes figures stand at $8.4 million (Q4 2019), $92.2 million (Q3 2019), and $44.7 million (Q2 2019).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | - |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 240.00 Mn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2017 | 42.90 Mn |
| Jun 30, 2017 | 42.90 Mn |
| Mar 31, 2017 | 50.30 Mn |
| Mar 31, 2017 | 50.30 Mn |
| Dec 31, 2016 | -29.80 Mn |
| Dec 31, 2016 | -29.80 Mn |
| Sep 30, 2016 | -35.30 Mn |
| Sep 30, 2016 | -35.30 Mn |
| Jun 30, 2016 | 53.80 Mn |
| Jun 30, 2016 | 53.80 Mn |
| Mar 31, 2016 | 57.10 Mn |
| Mar 31, 2016 | 57.10 Mn |
| Dec 31, 2015 | 28.80 Mn |
| Dec 31, 2015 | 28.80 Mn |
| Sep 30, 2015 | -19.90 Mn |
| Sep 30, 2015 | -19.90 Mn |
| Jun 30, 2015 | -8.00 Mn |
| Jun 30, 2015 | -8.00 Mn |
| Mar 31, 2015 | -67.40 Mn |
| Mar 31, 2015 | -67.40 Mn |
| Dec 31, 2014 | -28.40 Mn |
| Dec 31, 2014 | -28.40 Mn |
| Sep 30, 2014 | 90.00 Mn |
| Sep 30, 2014 | 90.00 Mn |
| Jun 30, 2014 | 99.90 Mn |
| Jun 30, 2014 | 99.90 Mn |
| Mar 31, 2014 | 14.40 Mn |
| Mar 31, 2014 | 14.40 Mn |
| Dec 31, 2013 | 36.10 Mn |
| Dec 31, 2013 | 36.10 Mn |
| Sep 30, 2013 | 39.30 Mn |
| Sep 30, 2013 | 39.30 Mn |
| Jun 30, 2013 | -200,000.00 |
| Jun 30, 2013 | -200,000.00 |
| Mar 31, 2013 | 136.50 Mn |
| Mar 31, 2013 | 136.50 Mn |
| Dec 31, 2012 | 48.00 Mn |
| Dec 31, 2012 | 48.00 Mn |
| Sep 30, 2012 | -11.20 Mn |
| Sep 30, 2012 | -11.20 Mn |
| Jun 30, 2012 | 14.20 Mn |
| Jun 30, 2012 | 14.20 Mn |
| Mar 31, 2012 | -32.60 Mn |
| Mar 31, 2012 | -32.60 Mn |
| Dec 31, 2011 | -21.50 Mn |
| Dec 31, 2011 | -21.50 Mn |
| Sep 30, 2011 | 43.60 Mn |
| Sep 30, 2011 | 43.60 Mn |
| Jun 30, 2011 | -45.30 Mn |
| Jun 30, 2011 | -45.30 Mn |
| Mar 31, 2011 | 41.00 Mn |
| Mar 31, 2011 | 41.00 Mn |
| Dec 31, 2010 | 19.10 Mn |
| Dec 31, 2010 | 19.10 Mn |
| Sep 30, 2010 | 5.30 Mn |
| Sep 30, 2010 | 5.30 Mn |
| Jun 30, 2010 | -20.80 Mn |
| Jun 30, 2010 | -20.80 Mn |
| Mar 31, 2010 | 37.60 Mn |
| Mar 31, 2010 | 37.60 Mn |
| Dec 31, 2009 | -62.30 Mn |
| Dec 31, 2009 | -62.30 Mn |
| Sep 30, 2009 | -21.00 Mn |
| Sep 30, 2009 | -21.00 Mn |
| Jun 30, 2009 | 140.80 Mn |
| Jun 30, 2009 | 140.80 Mn |
| Mar 31, 2009 | 8.20 Mn |
| Mar 31, 2009 | 8.20 Mn |