Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Consolidated Net IncomeCost of RevenueEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Equity IncomeGross ProfitIncome from Continuing OperationsIncome from Non-Controlling InterestsIncome towards Parent CompanyInterest Income - NetInterest Income - TotalNet Income towards Common StockholdersNon Operating IncomeNon Operating Investment IncomeNon Operating Investment IncomeOperating ExpensesOperating IncomeOther Operating ExpensesProfit After TaxProvisionsRevenueShares OutstandingShares Outstanding (Weighted Average)Tax ProvisionsTax RateTax Rate
Others
Ratios

Principal Financial (PFG) Tax Rate (2016 - 2026)

Principal Financial has reported Tax Rate over the past 18 years, most recently at 14.3% for Q1 2026.

  • Quarterly Tax Rate rose 13195.0% to 14.3% in Q1 2026 from the year-ago period, while the trailing twelve-month figure was 17.63% through Mar 2026, up 504.0% year-over-year, with the annual reading at 15.42% for FY2025, 2.0% down from the prior year.
  • Tax Rate was 14.3% for Q1 2026 at Principal Financial, down 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.
  • The 5-year median for Tax Rate is 18.87% (2024), against an average of 38.2%.
  • Year-over-year, Tax Rate surged 45257bps in 2022 and then crashed -45280bps in 2023.
  • A 5-year view of Tax Rate shows it stood at 466.67% in 2022, then crashed by -97bps to 13.87% in 2023, then surged by 36bps to 18.87% in 2024, then surged by 124bps to 42.35% in 2025, then tumbled by -66bps to 14.3% in 2026.
  • Per Business Quant, the three most recent readings for PFG's Tax Rate are 14.3% (Q1 2026), 42.35% (Q4 2025), and 5.84% (Q3 2025).