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

Principal Financial (PFG) has reported Tax Rate for 18 consecutive years, with 13.3% the latest figure, recorded in Q2 2026.

• On a quarterly basis, Tax Rate fell 54.0% year-over-year to 13.3% in Q2 2026; TTM through Jun 2026 was 17.22%, a 1250.0% increase from a year earlier, with the FY2025 full-year figure at 21.0%, up 557.0% from the prior year.
• Tax Rate was 13.3% for Q2 2026 at Principal Financial, down from 14.3% 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 36.76% and a median of 20.52% in 2024 frame the typical range for Tax Rate.
• Across the five-year window, Tax Rate jumped 45257 bps in 2022 and sank 44763 bps in 2023, its largest moves.
• Over 5 years, Tax Rate stood at 466.67% in 2022, then sank by 96 bps to 19.04% in 2023, then slumped by 39 bps to 11.55% in 2024, then jumped by 82 bps to 21.0% in 2025, then plunged by 37 bps to 13.3% in 2026.
• The last three Tax Rate figures came in at 13.3% (Q2 2026), 14.3% (Q1 2026), and 21.0% (Q4 2025), per Business Quant data.