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Principal Financial Group PFG Policyholder Dividends, Expense

Policyholder Dividends, Expense at other companies

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MetLifeMET
$125M-14.4%
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Prudential FinancialPRU
$478M+84.6%

Segments

By segment

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Segment Benefits And Protection$23.8M+3.9%
Segment Retirement And Income Solutions$100K

Other financials

Income statement

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Revenue$3.9B+6.4%
Net income$403.4M-0.7%
EPS (diluted)$1.84+2.8%

Balance sheet

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Cash & equivalents$5.3B+43.7%
Total debt$4.3B+10.0%
Total equity$12.1B+6.4%
Total assets$352.75B+9.2%

Cash flow

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Operating cash flow$2.1B+156%

Valuation

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Market cap$24.59B+43.7%
Enterprise value$23.67B+36.0%
P/E15.8×+0.8×
P/S1.6×+0.4×

Profitability

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Net margin9.9%+2.4pp

Returns & leverage

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Return on equity13.2%+3.1pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Principal Financial Group in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderDividends.

The source filing: Principal Financial Group’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 2:34 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-088071
Line itemFor the three months ended / June 30, 2026For the three months ended / June 30, 2025For the six months ended / June 30, 2026For the six months ended / June 30, 2025
Benefits, claims and settlement expenses1,992.11,839.93,603.24,059.9
Liability for future policy benefits remeasurement (gain) loss7.4(4.3)(7.3)(2.1)
Market risk benefit remeasurement (gain) loss(14.5)14.326.049.0
Dividends to policyholders23.922.954.542.0
Operating expenses1,400.61,295.42,780.42,686.4
Total expenses3,409.53,168.26,456.86,835.2
Income before income taxes496.3503.1978.1532.0
Income taxes66.069.6134.935.6

Item 1. Financial Statements

FAQ

What is Principal Financial Group's policyholder dividends, expense?
Principal Financial Group (PFG) reported policyholder dividends, expense of $23.9M in Q2 2026.
How has Principal Financial Group's policyholder dividends, expense changed year-over-year?
Principal Financial Group's policyholder dividends, expense increased by 4.4% year-over-year, from $22.9M to $23.9M.
What is the long-term trend for Principal Financial Group's policyholder dividends, expense?
Over 4 years (2021 to 2025), Principal Financial Group's policyholder dividends, expense has grown at a -0.8% compound annual growth rate (CAGR), from $94.8M to $91.7M.
What does policyholder dividends, expense mean?
Represents the portion of earnings allocated to policyholders in participating insurance contracts. This reflects the company's obligation to distribute surplus to policyholders based on the performance of the underlying insurance products.

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