Principal Financial (PFG) Payout Ratio (2012 - 2026)
Principal Financial's (PFG) quarterly Payout Ratio came in at 0.41 in Q2 2026, up 3.4% year-over-year from 0.4 in Q2 2025, and down 2.38% quarter-over-quarter from 0.42 in Q1 2026.
Analysis
Principal Financial (PFG) Payout Ratio (2012 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Payout Ratio for 15 consecutive years, with 0.41 the latest figure, recorded in Q2 2026.
- On a quarterly basis, Payout Ratio rose 3.4% year-over-year to 0.41 in Q2 2026; TTM through Jun 2026 was 0.44, a 16.38% decrease from a year earlier, with the FY2025 full-year figure at 0.6, up 45.16% from the prior year.
- Payout Ratio was 0.41 for Q2 2026 at Principal Financial, down from 0.42 in the prior quarter.
- Over five years, Payout Ratio peaked at 17.75 in Q4 2022 and troughed at 1.16 in Q1 2023.
- A 5-year average of 1.28 and a median of 0.36 in 2023 frame the typical range for Payout Ratio.
- Across the five-year window, Payout Ratio jumped 3848.19% in 2022 and sank 763.41% in 2024, its largest moves.
- Over 5 years, Payout Ratio stood at 17.75 in 2022, then tumbled by 101.0% to 0.18 in 2023, then surged by 194.95% to 0.17 in 2024, then soared by 88.11% to 0.32 in 2025, then grew by 29.48% to 0.41 in 2026.
- The last three Payout Ratio figures came in at 0.41 (Q2 2026), 0.42 (Q1 2026), and 0.32 (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - |
| 10 | Voya Financial | 9.29 Bn | 6.93 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.41 |
| Mar 31, 2026 | 0.42 |
| Dec 31, 2025 | 0.32 |
| Sep 30, 2025 | 0.91 |
| Jun 30, 2025 | 0.40 |
| Mar 31, 2025 | 2.93 |
| Dec 31, 2024 | 0.17 |
| Sep 30, 2024 | -0.83 |
| Jun 30, 2024 | 0.48 |
| Mar 31, 2024 | 0.33 |
| Dec 31, 2023 | -0.18 |
| Sep 30, 2023 | 0.12 |
| Jun 30, 2023 | 0.39 |
| Mar 31, 2023 | -1.16 |
| Dec 31, 2022 | 17.75 |
| Sep 30, 2022 | 0.12 |
| Jun 30, 2022 | 0.05 |
| Mar 31, 2022 | 0.49 |
| Dec 31, 2021 | 0.45 |
| Sep 30, 2021 | 0.46 |