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 IncomeOperating ExpensesOperating IncomeOther Operating ExpensesProfit After TaxProvisionsRevenueShares Outstanding (Weighted Average)Tax ProvisionsTax Rate
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Ratios

Principal Financial (PFG) Tax Rate (2016 - 2025)

Principal Financial (PFG) has disclosed Tax Rate for 17 consecutive years, with 3.61% as the latest value for Q4 2025.

  • Quarterly Tax Rate fell 1038.0% to 3.61% in Q4 2025 from the year-ago period, while the trailing twelve-month figure was 5.72% through Dec 2025, down 665.0% year-over-year, with the annual reading at 5.72% for FY2025, 665.0% down from the prior year.
  • Tax Rate for Q4 2025 was 3.61% at Principal Financial, down from 5.84% in the prior quarter.
  • The five-year high for Tax Rate was 36.71% in Q1 2023, with the low at 117.65% in Q1 2025.
  • Average Tax Rate over 5 years is 8.72%, with a median of 14.5% recorded in 2021.
  • The sharpest move saw Tax Rate skyrocketed 2740bps in 2023, then tumbled -13281bps in 2025.
  • Over 5 years, Tax Rate stood at 4.81% in 2021, then skyrocketed by 104bps to 0.19% in 2022, then soared by 11842bps to 23.19% in 2023, then crashed by -40bps to 13.99% in 2024, then plummeted by -74bps to 3.61% in 2025.
  • According to Business Quant data, Tax Rate over the past three periods came in at 3.61%, 5.84%, and 13.83% for Q4 2025, Q3 2025, and Q2 2025 respectively.