PFG – Dividend Returns, History & Calculator
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management
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Price Data
Dividend Data
Growth Rates
Total Returns
Fair Value
Financial Metrics
Calculate your PFG Dividend Returns
Quickly and easily calculate PFG dividend yield using our PFG calculator. Adjust the fields below to see how your PFG investments snowball over time.
Portfolio Growth Over Time
Data last updated: October 16, 2025 7:48 pm
Year-by-Year Portfolio Growth (Realistic DRIP Scenario)
Year | Start Balance | Start Shares | Share Price | Dividend / Share | Dividend Yield | Yield on Cost | Annual Dividend | Total Dividends | End Shares | End Balance |
---|---|---|---|---|---|---|---|---|---|---|
1 | $10,000 | 127 | $78.93 | $0.78 | 3.95% | 3.95% | $431 | $431 | 147 | $11,631 |
2 | $12,209 | 147 | $82.85 | $0.84 | 4.05% | 4.25% | $532 | $963 | 168 | $13,941 |
3 | $14,634 | 168 | $86.97 | $0.90 | 4.14% | 4.56% | $647 | $1,610 | 190 | $16,481 |
4 | $17,299 | 190 | $91.29 | $0.97 | 4.24% | 4.90% | $778 | $2,388 | 211 | $19,277 |
5 | $20,234 | 211 | $95.82 | $1.04 | 4.34% | 5.27% | $926 | $3,314 | 233 | $22,360 |
6 | $23,471 | 233 | $100.58 | $1.12 | 4.44% | 5.66% | $1,094 | $4,408 | 256 | $25,765 |
7 | $27,045 | 256 | $105.58 | $1.20 | 4.55% | 6.09% | $1,286 | $5,694 | 280 | $29,531 |
8 | $30,998 | 280 | $110.82 | $1.29 | 4.66% | 6.54% | $1,504 | $7,199 | 304 | $33,702 |
9 | $35,376 | 304 | $116.32 | $1.39 | 4.77% | 7.03% | $1,753 | $8,952 | 330 | $38,330 |
10 | $40,234 | 330 | $122.10 | $1.49 | 4.88% | 7.55% | $2,037 | $10,989 | 356 | $43,471 |
PFG Dividend History
Ex-Date | Payment Date | Amount | TTM Yield | Forward Yield | Price on Ex-Date |
---|---|---|---|---|---|
09/04/2025 | 09/04/2025 | $0.780 | 3.71% | 3.84% | $81.30 |
06/02/2025 | 06/02/2025 | $0.760 | 3.85% | 3.95% | $76.97 |
03/12/2025 | 03/12/2025 | $0.750 | 3.55% | 3.66% | $82.03 |
12/02/2024 | 12/02/2024 | $0.730 | 3.34% | 3.42% | $85.42 |
09/05/2024 | 09/05/2024 | $0.720 | 3.50% | 3.61% | $79.70 |
06/03/2024 | 06/03/2024 | $0.710 | 3.37% | 3.52% | $80.74 |
03/11/2024 | 03/11/2024 | $0.690 | 3.31% | 3.45% | $80.06 |
11/30/2023 | 11/30/2023 | $0.670 | 3.52% | 3.63% | $73.83 |
09/06/2023 | 09/06/2023 | $0.650 | 3.37% | 3.41% | $76.19 |
05/31/2023 | 05/31/2023 | $0.640 | 3.91% | 3.91% | $65.46 |
03/14/2023 | 03/14/2023 | $0.640 | 3.49% | 3.49% | $73.37 |
11/30/2022 | 11/30/2022 | $0.640 | 2.85% | 2.85% | $89.68 |
09/07/2022 | 09/07/2022 | $0.640 | 3.40% | 3.40% | $75.31 |
06/01/2022 | 06/01/2022 | $0.640 | 3.56% | 3.58% | $71.60 |
03/09/2022 | 03/09/2022 | $0.640 | 3.81% | 3.87% | $66.17 |
11/30/2021 | 11/30/2021 | $0.640 | 3.56% | 3.73% | $68.58 |
08/31/2021 | 08/31/2021 | $0.630 | 3.53% | 3.77% | $66.81 |
06/02/2021 | 06/02/2021 | $0.610 | 3.50% | 3.73% | $65.46 |
02/26/2021 | 02/26/2021 | $0.560 | 3.96% | 3.96% | $56.58 |
12/01/2020 | 12/01/2020 | $0.560 | 4.51% | 4.51% | $49.62 |
PFG 10-yr Total Return ($10,000 invested)
This analysis of PFG demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 9.6% CAGR, representing moderate long-term performance. Recent 5-year performance has been particularly strong at 15.3% annually, outpacing the 10-year average. The DRIP strategy provided 20% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.
Total Return with and without DRIP (PFG)
Over the selected period, investing $10,000 in PFG would grow to $37,980 with DRIP (279.8%), and $31,154 without DRIP (211.5%).
PFG Dividend Reinvestment Snowball
Investing $10,000 + $100/mo in PFG with historic price growth (4.90%) and dividend growth (7.46%) produces dramatically different outcomes depending on whether you reinvest dividends.
After 20 Years
Your Investment: $34,000
Portfolio: $145,965
Annual Dividend: $9,412
Yield on Cost: 27.68%
Total Dividends: $59,246
Portfolio: $101,907
Total Dividends: $35,625
After 30 Years
Your Investment: $46,000
Portfolio: $495,510
Annual Dividend: $40,665
Yield on Cost: 88.40%
Total Dividends: $261,660
Portfolio: $223,578
Total Dividends: $101,269
Milestones on the way
By year 13, the compounding really starts to show. Your total dividends collected reach $19,135 against a total investment of $25,600. At this point, your portfolio is throwing off $3,496 per year in dividends alone.
By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $6,160, a powerful “income on autopilot” milestone.
After two decades, cumulative dividends total $59,246 versus $34,000 invested, nearly a 174% recovery of capital purely from income. Yield on cost reaches 27.68%.
At year 25, the income engine takes over. The portfolio’s annual dividend of $19,298 is greater than total contributions to date ($40,000), and cumulative dividends exceed $125,029.
By year 30, the DRIP snowball is in full force. Yearly income reaches $40,665, cumulative dividends total $261,660, and the DRIP portfolio value stands at $495,510, compared with $223,578 if dividends weren’t reinvested.
How we estimate these numbers
We use the latest calculator inputs for PFG, price $78.39, dividend per period $0.78 (4×/year), along with historic growth assumptions: price growth 4.90% and dividend growth 7.46% annually.
We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No‑DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.
This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.
Projected Future Returns & Dividends for PFG
Based on past 10-year performance, here are PFG growth metrics:
Using PFG CAGR metrics, we can estimate that your initial $10,000 investment, over the next 10 years, should grow as follows:
PFG (DRIP) | PFG (No DRIP) | |
---|---|---|
Current Price | $80.18 | $80.18 |
Start Shares | 124.72 | 124.72 |
Start Value | $10,000 | $10,000 |
After 10 years: | ||
Final Share Count | 185.73 | 124.72 |
Dividends Payment | $6.45 | $6.45 |
Annual Dividends | $1,150 | $805 |
Yield on cost | 11.50% | 8.05% |
Share Price | $153.43 | $153.43 |
Total Dividends | $7,292 | $5,931 |
Final Value | $28,496 | $25,066 |
Estimated Future Value + Dividends – PFG
Dividend History: Payments & Yield
Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.
Dividend Growth
Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.
Dividend Payments & Yield
Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.
PFG Dividend History
Ex-Date | Payment Date | Amount | TTM Yield | Forward Yield | Price on Ex-Date |
---|---|---|---|---|---|
09/04/2025 | 09/04/2025 | $0.780 | 3.71% | 3.84% | $81.30 |
06/02/2025 | 06/02/2025 | $0.760 | 3.85% | 3.95% | $76.97 |
03/12/2025 | 03/12/2025 | $0.750 | 3.55% | 3.66% | $82.03 |
12/02/2024 | 12/02/2024 | $0.730 | 3.34% | 3.42% | $85.42 |
09/05/2024 | 09/05/2024 | $0.720 | 3.50% | 3.61% | $79.70 |
06/03/2024 | 06/03/2024 | $0.710 | 3.37% | 3.52% | $80.74 |
03/11/2024 | 03/11/2024 | $0.690 | 3.31% | 3.45% | $80.06 |
11/30/2023 | 11/30/2023 | $0.670 | 3.52% | 3.63% | $73.83 |
09/06/2023 | 09/06/2023 | $0.650 | 3.37% | 3.41% | $76.19 |
05/31/2023 | 05/31/2023 | $0.640 | 3.91% | 3.91% | $65.46 |
03/14/2023 | 03/14/2023 | $0.640 | 3.49% | 3.49% | $73.37 |
11/30/2022 | 11/30/2022 | $0.640 | 2.85% | 2.85% | $89.68 |
09/07/2022 | 09/07/2022 | $0.640 | 3.40% | 3.40% | $75.31 |
06/01/2022 | 06/01/2022 | $0.640 | 3.56% | 3.58% | $71.60 |
03/09/2022 | 03/09/2022 | $0.640 | 3.81% | 3.87% | $66.17 |
11/30/2021 | 11/30/2021 | $0.640 | 3.56% | 3.73% | $68.58 |
08/31/2021 | 08/31/2021 | $0.630 | 3.53% | 3.77% | $66.81 |
06/02/2021 | 06/02/2021 | $0.610 | 3.50% | 3.73% | $65.46 |
02/26/2021 | 02/26/2021 | $0.560 | 3.96% | 3.96% | $56.58 |
12/01/2020 | 12/01/2020 | $0.560 | 4.51% | 4.51% | $49.62 |
08/31/2020 | 08/31/2020 | $0.560 | 5.30% | 5.32% | $42.11 |
05/29/2020 | 05/29/2020 | $0.560 | 5.75% | 5.80% | $38.62 |
02/28/2020 | 02/28/2020 | $0.560 | 4.96% | 5.05% | $44.39 |
12/02/2019 | 12/02/2019 | $0.550 | 4.05% | 4.09% | $53.85 |
09/04/2019 | 09/04/2019 | $0.550 | 4.13% | 4.19% | $52.56 |
05/31/2019 | 05/31/2019 | $0.540 | 4.17% | 4.19% | $51.57 |
03/01/2019 | 03/01/2019 | $0.540 | 4.14% | 4.20% | $51.40 |
11/30/2018 | 11/30/2018 | $0.540 | 4.26% | 4.38% | $49.32 |
09/05/2018 | 09/05/2018 | $0.530 | 3.66% | 3.79% | $56.00 |
06/01/2018 | 06/01/2018 | $0.520 | 3.53% | 3.68% | $56.45 |
03/02/2018 | 03/02/2018 | $0.510 | 3.16% | 3.34% | $61.09 |
12/01/2017 | 12/01/2017 | $0.490 | 2.65% | 2.78% | $70.52 |
08/30/2017 | 08/30/2017 | $0.470 | 2.89% | 3.01% | $62.56 |
06/01/2017 | 06/01/2017 | $0.460 | 2.73% | 2.87% | $64.08 |
03/02/2017 | 03/02/2017 | $0.450 | 2.68% | 2.87% | $62.71 |
12/01/2016 | 12/01/2016 | $0.430 | 2.76% | 2.95% | $58.31 |
08/31/2016 | 08/31/2016 | $0.410 | 3.18% | 3.34% | $49.07 |
06/02/2016 | 06/02/2016 | $0.390 | 3.48% | 3.55% | $43.93 |
03/03/2016 | 03/03/2016 | $0.380 | 3.89% | 3.89% | $39.10 |
12/03/2015 | 12/03/2015 | $0.380 | 3.11% | 3.15% | $48.20 |
09/02/2015 | 09/02/2015 | $0.380 | 3.01% | 3.14% | $48.48 |
06/04/2015 | 06/04/2015 | $0.380 | 2.74% | 2.94% | $51.78 |
03/05/2015 | 03/05/2015 | $0.360 | 2.68% | 2.84% | $50.71 |
12/04/2014 | 12/04/2014 | $0.340 | 2.43% | 2.58% | $52.65 |
09/04/2014 | 09/04/2014 | $0.340 | 2.21% | 2.51% | $54.18 |
06/05/2014 | 06/05/2014 | $0.320 | 2.32% | 2.66% | $48.18 |
03/06/2014 | 03/06/2014 | $0.280 | 2.21% | 2.40% | $46.69 |
12/05/2013 | 12/05/2013 | $0.260 | 1.99% | 2.12% | $49.17 |
09/03/2013 | 09/03/2013 | $0.260 | 2.25% | 2.51% | $41.38 |
05/30/2013 | 05/30/2013 | $0.230 | 2.29% | 2.39% | $38.51 |
03/07/2013 | 03/07/2013 | $0.230 | 2.54% | 2.82% | $32.65 |
12/06/2012 | 12/06/2012 | $0.210 | 2.82% | 3.03% | $27.69 |
09/04/2012 | 09/04/2012 | $0.210 | 4.65% | 3.07% | $27.34 |
05/31/2012 | 05/31/2012 | $0.180 | 6.56% | 2.93% | $24.56 |
03/08/2012 | 03/08/2012 | $0.180 | 7.26% | 2.71% | $26.58 |
11/08/2011 | 11/08/2011 | $0.700 | 8.75% | 11.13% | $25.15 |
11/17/2010 | 11/17/2010 | $0.550 | 8.67% | 7.95% | $27.67 |
11/10/2009 | 11/10/2009 | $0.500 | 10.26% | 7.74% | $25.84 |
11/12/2008 | 11/12/2008 | $0.450 | 16.02% | 10.30% | $17.48 |
11/14/2007 | 11/14/2007 | $0.900 | 4.29% | 5.33% | $67.60 |
11/20/2006 | 11/20/2006 | $0.800 | 4.19% | 5.47% | $58.46 |
11/15/2005 | 11/15/2005 | $0.650 | 3.81% | 5.22% | $49.82 |
11/09/2004 | 11/09/2004 | $0.550 | 3.23% | 5.68% | $38.74 |
11/05/2003 | 11/05/2003 | $0.450 | 2.25% | 5.79% | $31.10 |
11/06/2002 | 11/06/2002 | $0.250 | 0.89% | 3.54% | $28.23 |
Dividend Payout Ratio
Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.
Dividend to Free Cash Flow Ratio
Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.
Share Price
Historical closing price with range controls. Table view includes quarter‑over‑quarter and year‑over‑year changes for additional context.
Price to Earnings
PFG trades at a 40.7x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.
Price to Sales
PFG trades at a 4.5x price-to-sales ratio, providing insight into market valuation relative to revenue generation.
Revenue
PFG generated $3.7B in revenue.
Net Income
PFG reported $0.4B in net income.
Revenue vs Net Income
PFG generated $3.7B in revenue with net income of $0.4B, representing a 11.0% net profit margin.
Gross Profit
PFG achieved $2.9B in gross profit, showing revenue after direct production costs.
Operating Income
PFG generated $1.3B in operating income, representing profit from core business operations.
EBITDA
PFG generated $1.5B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.
Operating Cash Flow
PFG generated $0.5B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.
Free Cash Flow
PFG generated $0.3B in free cash flow.
Free Cash Flow / Share
PFG generates $1.52 in free cash flow per share.
Earnings Per Share (EPS)
PFG reported $1.82 in earnings per share.
Return on Equity (ROE)
PFG delivered a 9.2% return on equity, indicating how effectively the company generates returns for shareholders.
Return on Assets (ROA)
PFG achieved a 5.5% return on assets, measuring how efficiently the company uses its assets to generate profit.
Net Profit Margin
PFG maintains a 11.0% net profit margin, showing the percentage of revenue retained as profit after all expenses.
Gross Profit Margin
PFG operates with a 79.0% gross profit margin, reflecting pricing power and cost efficiency in core operations.
Cash & Debt
PFG holds $0.6B in cash against $0.2B in debt, resulting in a net cash position of $0.4B.
Shares Outstanding
PFG has 0.2B shares outstanding.
Stock-Based Comp
PFG reported $0.1B in stock-based compensation.
FCF vs Stock Based Comp
PFG generated $0.3B in free cash flow while spending $0.1B on stock-based compensation, representing 27% of FCF.
FCF vs FCF / Share
PFG reported $0.3B in free cash flow, translating to $1.52 per share.
Revenue: Actual + Estimates
This chart tracks PFG revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
EPS: Actual + Estimates
This chart tracks PFG eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
Net Income: Actual + Estimates
This chart tracks PFG net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.
EBITDA: Actual + Estimates
This chart tracks PFG ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.