ES
MARKETS / NASDAQ / PFG
NASDAQ · ACCIDENT & HEALTH INSURANCE · LARGE CAP

Principal Financial Group Inc. PFG

19 fiscal years on record · USD · FY2025 reported
SEC FILINGS ONLY3 YEARS OF DIVIDEND GROWTH
Revenue · FY2025
$15.6B
▼ 3.1% vs FY2024
Dividend streak
3 yrs
Raised every year since 2023
EPS · FY25
$5.25
Dividend / sh · FY25
$3.08
Payout · FY25
58%
ROE · FY25
10.3%
Net margin · FY25
7.6%
Dividend coverage
1.7×
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Result
USD 15.6B
Revenue, FY2025 · full 19-year series below
Revenue Net income
510152015.61.22007201020132016201920222025
510152015.61.22016201920222025

8 cents of every revenue dollar became profit this year.

Per share
USD 5.25
Diluted EPS, FY2025
EPS Dividend
816243.085.252007201020132016201920222025
816243.085.252016201920222025

Earnings covered the dividend 1.7 times — the rest stayed in the company.

Profitability
10.3%
Return on equity, FY2025
ROE
1020304010.3%2007201020132016201920222025
1020304010.3%2016201920222025
Operating margin—
Net margin7.6%
Return on assets0.4%

Each USD of equity produced 10 cents of profit this year.

Returned to shareholders
USD 1.5B
returned in FY2025 · dividends + net buybacks
Dividends paidUSD 684.0M
Net buybacksUSD 859.0M
Share of profit130.2%
Consecutive raises3 years

USD 684.0M in dividends and USD 859.0M in buybacks — 130% of the year's profit, so the payout drew on cash built up earlier.

Growth
+1.2% a year
revenue, compounded over five years
CAGR
3 yrs
5 yrs
10 yrs
15 yrs
Revenue
−3.8%
+1.2%
+2.7%
+3.6%
Net income
−37.1%
−3.2%
−0.4%
+3.9%
EPS, diluted
−34.4%
+0.8%
+2.6%
+6.8%
Dividend / share
+6.4%
+7.5%
Returned to shareholders
−10.1%
+11.9%
+8.8%
+15.6%

Compound annual rates per period — left blank where the series crosses a loss.

Share base
0.22B
Shares outstanding, FY2025
0.260.222007201020132016201920222025
0.290.222016201920222025
Change, 5 years−20.5%
Change, 10 years−25.4%

The share count shrank 20% in five years — the same company, cut into fewer, larger slices.

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Balance sheet
USD 341.4B
total assets, end of FY2025
Total assetsUSD 341.4B
EquityUSD 11.9B
CashUSD 4.4B
Gross debtUSD 4.0B
Net debtUSD -477.0M

The company holds more cash than debt.

History
19 fiscal years
Every figure from documents filed with the SEC · USD
Metric
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Revenue $B
15.6
16.1
13.7
17.5
14.4
14.7
16.2
14.2
14.1
12.4
12.0
10.5
9.3
9.2
8.7
9.2
8.8
9.9
10.9
Operating income $B
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
EBITDA $B
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Income tax $B
0.2
0.3
0.1
1.2
0.3
0.3
0.2
0.2
−0.1
0.2
0.2
0.3
0.2
0.1
0.2
0.1
0.1
−0.0
0.2
Net income $B
1.2
1.6
0.6
4.8
1.6
1.4
1.4
1.5
2.3
1.3
1.2
1.1
0.9
0.8
0.6
0.7
0.6
0.5
0.9
EPS, diluted $
5.25
6.68
2.55
18.63
5.79
5.05
4.96
5.36
7.88
4.50
4.06
3.65
2.95
2.58
1.91
1.95
1.97
1.63
3.09
Dividend / sh $
3.08
2.85
2.60
2.56
·
·
·
·
1.87
1.61
1.50
1.28
0.98
0.78
·
·
·
·
·
Payout %
58
42
100
14
41
44
43
39
23
35
36
33
32
29
33
27
26
25
27
ROE %
10.3
14.3
6.0
36.5
9.7
9.0
10.7
12.8
20.0
13.5
12.7
11.5
9.4
8.6
6.8
7.5
12.0
18.5
·
Shares out B
0.22
0.23
0.24
0.24
0.26
0.27
0.28
0.28
0.29
0.29
0.29
0.29
0.30
0.29
0.30
0.32
0.32
0.26
·

Slide the table for earlier years · "·" marks figures not disclosed in the filing for that year.

How we verifyAUDITED
36 of 36
checks passed before publication
EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidity

Every figure was compared against the original statement: 0 failures and 0 presentation gaps.

What we don’t show

We’d rather say what’s missing than fill the gap with an estimate.

P/E rationeeds a market quote — not yet licensed
Market capitalizationneeds a market quote — not yet licensed
Dividend yieldneeds a market quote — not yet licensed
Price-to-bookneeds a market quote — not yet licensed