Principal Financial (PFG) Payout Ratio (2012 - 2026)
Principal Financial's (PFG) Payout Ratio stood at 0.35 in Q3 2026, down 17.6% from 0.43 a year earlier and down 20.5% from the prior quarter.
Analysis
Principal Financial (PFG) Payout Ratio (2012 - 2026) Analysis & Trends
For FY2025, Principal Financial's Payout Ratio came in at 0.58, up 37.7% from FY2024.
- Across earlier years, Payout Ratio came in at 0.42 in FY2024 (-58.2%), 1.00 in FY2023 (+643.3%), 0.14 in FY2022 (-67.4%) and 0.41 in FY2021 (-6.0%).
- The Q3 2026 figure is the lowest quarterly Payout Ratio since Q1 2023.
- On a year-over-year basis, Payout Ratio has declined for three consecutive quarters, with an average decline of 7.1% over the last seven quarters.
- Peak year-over-year performance for Payout Ratio in the last five years was growth of 643.3% in Q4 2023, against a decline of 69.1% in Q1 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 0.45 (Q2 2026), 0.44 (Q1 2026) and 0.58 (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - |
| 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 | - |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn |
| 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 |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 0.35 |
| Jun 30, 2026 | 0.45 |
| Mar 31, 2026 | 0.44 |
| Dec 31, 2025 | 0.58 |
| Sep 30, 2025 | 0.43 |
| Jun 30, 2025 | 0.59 |
| Mar 31, 2025 | 0.61 |
| Dec 31, 2024 | 0.42 |
| Jun 30, 2024 | 0.51 |
| Mar 31, 2024 | 0.49 |
| Dec 31, 2023 | 1.00 |
| Sep 30, 2023 | 0.42 |
| Jun 30, 2023 | 0.40 |
| Mar 31, 2023 | 0.15 |
| Dec 31, 2022 | 0.14 |
| Sep 30, 2022 | 0.13 |
| Jun 30, 2022 | 0.16 |
| Mar 31, 2022 | 0.48 |
| Dec 31, 2021 | 0.41 |
| Sep 30, 2021 | 0.37 |
API Access
Principal Financial Payout Ratio 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=payout-ratio&ticker=PFG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "payout-ratio", "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=payout-ratio&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();