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.

• Tax Rate for Q1 2026 came in at 14.3%, up 13195.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 17.63% (up 504.0% YoY), and the FY2025 annual result was 15.42%, down 2.0% from the prior year.
• Tax Rate fell to 14.3% in Q1 2026 per PFG's latest filing, from 42.35% in the prior quarter.
• Over five years, Tax Rate peaked at 466.67% in Q4 2022 and troughed at 117.65% in Q1 2025.
• A 5-year average of 38.2% and a median of 18.87% in 2024 frame the typical range for Tax Rate.
• The sharpest annual moves came in 2022 and 2023: Tax Rate surged 45257 bps in 2022, then slumped 45280 bps in 2023.
• A 5-year view of Tax Rate shows it stood at 466.67% in 2022, then slumped by 97 bps to 13.87% in 2023, then surged by 36 bps to 18.87% in 2024, then surged by 124 bps to 42.35% in 2025, then sank by 66 bps to 14.3% in 2026.
• Business Quant data shows PFG's Tax Rate at 14.3% in Q1 2026, 42.35% in Q4 2025, and 5.84% in Q3 2025.