Principal Financial Group, Inc. (PFG)
NASDAQ: PFG · Real-Time Price · USD
111.63
-2.02 (-1.78%)
Oct 30, 2026, 4:00 PM EDT - Market closed
Principal Financial Group Income Statement
Financials in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Sep '26 Sep 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Premiums & Annuity Revenue | 6,607 | 6,780 | 6,850 | 6,471 | 5,340 | 4,842 |
Total Interest & Dividend Income | 4,828 | 4,663 | 4,411 | 4,057 | 3,839 | 4,430 |
Gain (Loss) on Sale of Investments | -314.9 | 138.1 | 98.3 | 127.5 | 567.3 | 115.4 |
Other Revenue | 5,509 | 4,044 | 4,768 | 3,010 | 7,791 | 5,041 |
| 16,628 | 15,626 | 16,128 | 13,666 | 17,536 | 14,428 | |
Revenue Growth | 5.24% | -3.11% | 18.02% | -22.07% | 21.54% | -2.13% |
Policy Benefits | 8,580 | 8,713 | 8,844 | 7,826 | 6,462 | 7,349 |
Selling, General & Administrative | 5,552 | 5,434 | 5,364 | 5,072 | 4,962 | 5,070 |
Total Operating Expenses | 14,132 | 14,146 | 14,208 | 12,898 | 11,424 | 12,419 |
Operating Income | 2,496 | 1,479 | 1,920 | 767.9 | 6,112 | 2,009 |
Other Non Operating Income (Expenses) | -43.9 | -63.1 | -30.3 | -29.1 | -125.3 | -98.3 |
EBT Excluding Unusual Items | 2,453 | 1,416 | 1,890 | 738.8 | 5,987 | 1,911 |
Pretax Income | 2,453 | 1,416 | 1,890 | 738.8 | 5,987 | 1,911 |
Income Tax Expense | 487 | 160.5 | 291.7 | 68.7 | 1,190 | 283.9 |
Earnings From Continuing Ops. | 1,966 | 1,256 | 1,598 | 670.1 | 4,798 | 1,627 |
Minority Interest in Earnings | 11.4 | -70.4 | -26.9 | -46.9 | -40.6 | -46.8 |
Net Income | 1,977 | 1,185 | 1,571 | 623.2 | 4,757 | 1,580 |
Net Income to Common | 1,977 | 1,185 | 1,571 | 623.2 | 4,757 | 1,580 |
Net Income Growth | 25.64% | -24.56% | 152.09% | -86.90% | 201.03% | 13.21% |
Shares Outstanding (Basic) | 217 | 223 | 232 | 241 | 251 | 269 |
Shares Outstanding (Diluted) | 220 | 226 | 235 | 245 | 255 | 273 |
Shares Change | -3.69% | -4.08% | -3.80% | -4.19% | -6.45% | -1.34% |
EPS (Basic) | 9.13 | 5.32 | 6.77 | 2.58 | 18.94 | 5.87 |
EPS (Diluted) | 9.00 | 5.25 | 6.68 | 2.55 | 18.63 | 5.79 |
EPS Growth | 30.18% | -21.41% | 161.96% | -86.31% | 221.76% | 14.65% |
Additional Metrics
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Sep '26 Sep 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Free Cash Flow | 5,352 | 4,439 | 4,534 | 3,690 | 3,057 | 3,125 |
Free Cash Flow Per Share | 24.38 | 19.67 | 19.27 | 15.09 | 11.97 | 11.45 |
Dividend Per Share | 3.250 | 3.080 | 2.850 | 2.600 | 2.560 | 2.440 |
Dividend Growth | 7.62% | 8.07% | 9.62% | 1.56% | 4.92% | 8.93% |
Operating Margin | 15.01% | 9.47% | 11.90% | 5.62% | 34.86% | 13.93% |
Profit Margin | 11.89% | 7.58% | 9.74% | 4.56% | 27.13% | 10.95% |
Free Cash Flow Margin | 32.19% | 28.41% | 28.11% | 27.01% | 17.43% | 21.66% |
EBITDA | 2,748 | 1,731 | 2,176 | 1,041 | 6,408 | 2,285 |
EBITDA Margin | 16.53% | 11.07% | 13.49% | 7.61% | 36.54% | 15.83% |
D&A For EBITDA | 251.5 | 251.4 | 256.2 | 272.7 | 295.9 | 275.3 |
EBIT | 2,496 | 1,479 | 1,920 | 767.9 | 6,112 | 2,009 |
EBIT Margin | 15.01% | 9.47% | 11.90% | 5.62% | 34.86% | 13.93% |
Effective Tax Rate | 19.86% | 11.34% | 15.44% | 9.30% | 19.87% | 14.86% |
Revenue as Reported | 16,628 | 15,626 | 16,128 | 13,666 | 17,536 | 14,428 |