PFG dividend capture — median 1d pre-ex touch, 90% /30d touch rate over 20 ex-dates. Next ex-date, event history, after-tax calculator & simulator.
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
Principal Financial Group (PFG) has touched its pre-ex close within 30 trading days in 90% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.44), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, PFG sits roughly in line with the Financial Services sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is Sep 3, 2026, with an expected dividend of $0.84.
Touch rate (30d)
90%
Median days-to-touch
1d
Signal-to-noise
0.44
TL;DR over the most recent 20 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 90% | -5pp vs sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.44 | +0.14 vs sector |
| Avg gap on ex-date | -0.64% | in line with sector |
| Win rate at MOC exit | 60% | — |
| Median drawdown during hold | -3.23% | +1.17pp vs sector |
| Best / worst touch (days) | 1 / 27 | — |
Confirmed by company declaration.
Dividend
$0.84
Per-event yield
0.81%
Annualized yield
2.82%
Previously paid
Jun 1, 2026 ($0.82)
Last record date
Jun 1, 2026
Last payment date
Jun 26, 2026
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday highat or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Principal Financial Group (PFG). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q2 | $0.82 | -1.81% | $103.62 | 1 | yes | yes | -2.67% | +2.15% | |
| Q1 | $0.80 | -1.35% | $89.73 | 1 | yes | yes | -5.33% | -2.51% | |
| Q4 | $0.79 | -0.68% | $84.32 | 1 | yes | yes | -0.97% | +7.95% | |
| Q3 | $0.78 | -0.55% | $80.18 | 1 | yes | yes | -2.58% | +3.34% | |
| Q2 | $0.76 | -1.18% | $77.89 | 16 | no | yes | -3.12% | -0.37% | |
| Q1 | $0.75 | -0.13% | $82.88 | 1 | yes | yes | -2.93% | +2.75% | |
| Q4 | $0.73 | -0.62% | $87.09 | >30 | no | no | -9.58% | -4.40% | |
| Q3 | $0.72 | -0.35% | $81.14 | 7 | no | yes | -4.78% | -0.22% | |
| Q2 | $0.71 | -0.35% | $82.04 | 27 | no | yes | -7.41% | -2.57% | |
| Q1 | $0.69 | -1.23% | $79.97 | 1 | yes | yes | -1.75% | +3.71% | |
| Q4 | $0.67 | -0.62% | $74.17 | 1 | yes | yes | -1.28% | +1.55% | |
| Q3 | $0.65 | -1.39% | $77.07 | 7 | no | yes | -3.35% | -1.10% | |
| Q2 | $0.64 | -1.87% | $68.43 | 3 | yes | yes | -4.76% | +5.09% | |
| Q1 | $0.64 | 4.02% | $72.13 | 1 | yes | yes | -5.91% | +5.06% | |
| Q4 | $0.64 | -1.42% | $89.84 | 1 | yes | yes | -2.83% | +1.16% | |
| Q3 | $0.64 | -1.18% | $74.43 | 1 | yes | yes | -1.71% | +5.09% | |
| Q2 | $0.64 | -0.47% | $72.93 | >30 | no | no | -13.36% | -0.92% | |
| Q1 | $0.64 | 0.91% | $64.89 | 1 | yes | yes | -0.14% | +8.18% | |
| Q4 | $0.64 | -1.83% | $70.92 | 5 | yes | yes | -4.51% | +1.33% | |
| Q3 | $0.63 | -0.76% | $67.16 | 1 | yes | yes | -3.84% | -2.35% |
First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.
| Touch window | Distribution | Count | Share |
|---|---|---|---|
| ≤ 1 day | 12 | 60% | |
| 2–3 days | 1 | 5% | |
| 4–5 days | 1 | 5% | |
| 6–10 days | 2 | 10% | |
| 11–30 days | 2 | 10% | |
| 30+ | 2 | 10% |
Pre-filled with PFG's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.
Replay every historical PFG ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.
Linked to your history table
These backtests use the same ex-dividend rows as Dividend Capture History on this page — 20 events loaded.
Quarter filter is All — every row in the table above is included here. Change quarter below to match the slice you want to stress-test.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Avg P&L per trade (20 events)
+0.14%
Win rate (20 trades)
70%
Cumulative P&L
+2.90%
Buy & hold (same sample)
+74.03%
Best event
+0.99%
Worst event
-4.40%
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover the line for exact values.
Per-event P&L distribution
20 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · PFG (20)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +0.94% | |
| +0.90% | |
| +0.99% | |
| -0.92% | |
| +0.86% | |
| +0.71% | |
| +0.89% | |
| +0.94% | |
| -1.10% | |
| +0.90% | |
| +0.86% | |
| -2.57% | |
| -0.22% | |
| -4.40% | |
| +0.90% | |
| -0.37% | |
| +0.97% | |
| +0.94% | |
| +0.89% | |
| +0.79% |
Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.
Deep-dives across the income statement, cash flow, capital return, and valuation
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
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