Principal Financial (PFG) EBT Margin (2009 - 2026)
Principal Financial (PFG) recorded EBT Margin of 18.17% in Q3 2026, up 11.42 percentage points from 6.75% a year earlier and up 5.46 percentage points from the prior quarter.
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Analysis
Principal Financial (PFG) EBT Margin (2009 - 2026) Analysis & Trends
On a TTM basis, Principal Financial's EBT Margin came in at 14.75% as of Sep 30, 2026, up 2.77 percentage points year-over-year; for FY2025, it was 9.06%, down 2.65 percentage points from FY2024.
- Annual EBT Margin has a five-year change of -2.43 percentage points (FY2020 to FY2025).
- Across earlier years, EBT Margin came in at 11.72% in FY2024 (+6.31 pp), 5.41% in FY2023 (-28.73 pp), 34.14% in FY2022 (+20.90 pp) and 13.24% in FY2021 (+1.76 pp).
- The Q3 2026 figure is the highest quarterly EBT Margin since Q4 2024.
- On a year-over-year basis, EBT Margin rose in five of the last eight quarters, with an average year-over-year change of +10.44 percentage points.
- Peak year-over-year performance for EBT Margin in the last five years was a gain of 64.56 percentage points in Q4 2024, against a drop of 46.83 percentage points in Q2 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 12.71% (Q2 2026), 13.65% (Q1 2026) and 13.89% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 34.11% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | - |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | - |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 49.99% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 33.10% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 435.86% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | -30.93% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | - |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 16.86% |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn | 18.17% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 18.17% |
| Jun 30, 2026 | 12.71% |
| Mar 31, 2026 | 13.65% |
| Dec 31, 2025 | 13.89% |
| Sep 30, 2025 | 6.75% |
| Jun 30, 2025 | 13.70% |
| Mar 31, 2025 | 0.78% |
| Dec 31, 2024 | 23.41% |
| Sep 30, 2024 | -9.76% |
| Jun 30, 2024 | 10.30% |
| Mar 31, 2024 | 15.47% |
| Dec 31, 2023 | -41.15% |
| Sep 30, 2023 | 34.90% |
| Jun 30, 2023 | 12.75% |
| Mar 31, 2023 | -7.54% |
| Dec 31, 2022 | -0.08% |
| Sep 30, 2022 | 35.47% |
| Jun 30, 2022 | 59.58% |
| Mar 31, 2022 | 12.22% |
| Dec 31, 2021 | 10.25% |
API Access
Principal Financial EBT Margin 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=ebt-margin&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebt-margin", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=ebt-margin&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();