Prudential Financial (PFH) Tax Rate (2009 - 2026)
Prudential Financial (PFH) posted Tax Rate of 18.51% for Q2 2026, up 5.15% on a QoQ basis from 17.6% in Q1 2026, and down 785.0% year-over-year from 2.7% in Q2 2025.
Analysis
Prudential Financial (PFH) Tax Rate (2009 - 2026) Analysis & Trends
Prudential Financial has reported Tax Rate for 18 years, with the latest figure at 18.51% in Q2 2026.
- On a quarterly basis, Tax Rate fell 785.0% year-over-year to 18.51% in Q2 2026; TTM through Jun 2026 was 20.34%, a 309.0% increase from a year earlier, with the FY2025 full-year figure at 22.62%, up 682.0% from the prior year.
- Tax Rate was 18.51% for Q2 2026 at Prudential Financial, up from 17.6% in the prior quarter.
- The five-year high for Tax Rate was 124.83% in Q4 2024, with the low at 8.73% in Q3 2022.
- Average Tax Rate over 5 years is 25.46%, with a median of 21.11% recorded in 2024.
- The sharpest annual moves came in 2024 and 2025: Tax Rate surged 10323 bps in 2024, then plunged 10267 bps in 2025.
- Over 5 years, Tax Rate stood at 12.5% in 2022, then jumped by 73 bps to 21.6% in 2023, then soared by 478 bps to 124.83% in 2024, then sank by 82 bps to 22.16% in 2025, then dropped by 16 bps to 18.51% in 2026.
- The last three Tax Rate figures came in at 18.51% (Q2 2026), 17.6% (Q1 2026), and 22.16% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 73.85 Bn | 73.85 Bn | - | - |
| 2 | Metlife | 61.35 Bn | 34.04 Bn | 7.82 Bn | 24.73% |
| 3 | Sun Life Financial | 44.75 Bn | 40.00 Bn | - | 20.91% |
| 4 | Equitable Holdings | 14.45 Bn | -4.49 Bn | 1.22 Bn | 28.40% |
| 5 | Jackson Financial | 9.56 Bn | 3.58 Bn | - | 0.75% |
| 6 | Corebridge Financial | 9.50 Bn | -296.13 Bn | 2.79 Bn | 96.15% |
| 7 | Primerica | 9.07 Bn | 8.43 Bn | 717.74 Mn | 21.66% |
| 8 | Brookfield Wealth Solutions | 8.81 Bn | -3.97 Bn | 1.92 Bn | -19.02% |
| 9 | Lincoln National | 8.35 Bn | -3.33 Bn | 2.62 Bn | 18.93% |
| 10 | Prudential Financial | 5.31 Bn | -26.61 Bn | 7.91 Bn | 18.51% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 18.51% |
| Mar 31, 2026 | 17.60% |
| Dec 31, 2025 | 22.16% |
| Sep 30, 2025 | 21.44% |
| Jun 30, 2025 | 26.35% |
| Mar 31, 2025 | 22.50% |
| Dec 31, 2024 | 124.83% |
| Sep 30, 2024 | 25.32% |
| Jun 30, 2024 | 18.66% |
| Mar 31, 2024 | 20.79% |
| Dec 31, 2023 | 21.60% |
| Sep 30, 2023 | 23.72% |
| Jun 30, 2023 | 19.81% |
| Mar 31, 2023 | 20.68% |
| Dec 31, 2022 | 12.50% |
| Sep 30, 2022 | 8.73% |
| Jun 30, 2022 | 11.14% |
| Mar 31, 2022 | 21.88% |
| Dec 31, 2021 | 17.28% |
| Sep 30, 2021 | 14.34% |