Principal Financial (PFG) Tax Rate (2009 - 2026)

Principal Financial (PFG) has 18 years of Tax Rate data on file, last reported at 14.3% in Q1 2026.

• On a quarterly basis, Tax Rate rose 13195.0% year-over-year to 14.3% in Q1 2026; TTM through Mar 2026 was 26.26%, a 2532.0% increase from a year earlier, with the FY2025 full-year figure at 28.57%, up 2634.0% from the prior year.
• Tax Rate for Q1 2026 stood at 14.3%, down from 94.86% in the prior quarter.
• Over the last five years, Tax Rate for PFG reached as high as 466.67% in Q4 2022 and fell as low as 117.65% in Q1 2025.
• Historically, Tax Rate has averaged 40.59% across 5 years, with a median of 21.0% in 2024.
• Across the five-year window, Tax Rate surged 47948 bps in 2022 and sank 43808 bps in 2023, its largest moves.
• Year by year, Tax Rate stood at 466.67% in 2022, then sank by 94 bps to 28.59% in 2023, then sank by 95 bps to 1.31% in 2024, then surged by 7128 bps to 94.86% in 2025, then tumbled by 85 bps to 14.3% in 2026.
• Per Business Quant data, the three most recent Tax Rate figures were 14.3% in Q1 2026, 94.86% in Q4 2025, and 2.62% in Q3 2025.