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PFG Stock Chart & Stats
$96.17
-$0.56(-0.72%)
At close: 4:00 PM EST
$96.17
-$0.56(-0.72%)
Day’s Range― - ―
52-Week Range$75.00 - $112.07
Previous CloseN/A
Volume162.09K
Average Volume (3M)1.13M
Market Cap
$23.95B
Enterprise Value$23.70B
Total Cash (Recent Filing)$31.66B
Total Debt (Recent Filing)$3.95B
Price to Earnings (P/E)15.8
Beta0.98
Next Earnings
Jul 27, 2026EPS Estimate
2.32Next Dividend Ex-DateN/A
Dividend Yield3.44%
Share Statistics
EPS (TTM)7.01
Shares Outstanding216,012,390
10 Day Avg. Volume1,317,102
30 Day Avg. Volume1,133,112
Financial Highlights & Ratios
PEG Ratio-0.77
Price to Book (P/B)1.68
Price to Sales (P/S)1.27
P/FCF Ratio4.49
Enterprise Value/Market Cap0.99
Enterprise Value/Revenue1.53
Enterprise Value/Gross Profit3.15
Enterprise Value/Ebitda12.41
Forecast
1Y Price Target
$102.89Price Target Upside6.99% Upside
Rating ConsensusHold
Number of Analyst Covering9
EPS Forecast (FY)9.33
Revenue Forecast (FY)$16.30B
Bulls Say, Bears Say
Bulls Say
Strong Free Cash Flow QualityConsistent, high-quality free cash flow (~$3.6B; ~97% of net income) supports durable shareholder returns, funding for buybacks/dividends, and internal reinvestment. This cash-generation ability provides financial flexibility to absorb underwriting or market volatility and fund strategic initiatives over months.
Manageable Leverage And Capital BaseA low and improving debt-to-equity (~0.33) combined with stable equity and rising ROE (~13% TTM) indicates financial resilience. This capital profile supports regulatory buffers, flexibility to access capital markets, and sustained capital returns while limiting balance-sheet risk amid insurance and retirement liabilities.
Diversified, Growing Asset-management FlowsRecord gross sales and diversified inflows across public, private, ETF and international channels grow fee-bearing AUM and reduce reliance on spread-based income. Expansion in private markets and international AUM supports more stable, higher-margin fee revenue over the medium term and broadens client diversification.
Bears Say
Weak And Volatile Revenue MomentumMaterial top-line decline and year-to-year volatility undermine revenue predictability. For a fee-and-premium business, weaker revenue momentum pressures operating leverage, complicates long-term margin sustainability, and makes capital planning and payout targets more sensitive to market and flow cycles.
Negative Total-company Net Cash FlowSustained negative net cash flow reduces fee-bearing AUM and can shrink recurring revenue over time. Even if sequentially improved, persistent outflows constrain the firm’s ability to grow organic fee income, increase dependence on transaction timing or capital markets, and pressure long-term earnings stability.
Lumpy/volatile Earnings From Fees And Transaction TimingMaterial reliance on performance fees, real-estate monetization and timing of PRT/buyouts introduces pronounced quarter-to-quarter earnings variability. This lumpiness hampers forecasting, complicates capital allocation and dividend planning, and increases sensitivity to market timing rather than steady underlying fee growth.
Principal Financial News
PFG FAQ
What was Principal Financial’s price range in the past 12 months?
Principal Financial lowest stock price was $75.00 and its highest was $112.06 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $23.95B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Jul 27, 2026 which is in 23 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Apr 23, 2026. The company reported $2.07 earnings per share for the quarter, beating the consensus estimate of $2.012 by $0.058.
Is Principal Financial overvalued?
According to Wall Street analysts Principal Financial’s price is currently Undervalued.
Does Principal Financial pay dividends?
Principal Financial pays a Quarterly dividend of $0.82 which represents an annual dividend yield of 3.44%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.32.
How many shares outstanding does Principal Financial have?
Principal Financial has 216,012,390 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $2.07 in its last earnings report, beating expectations of $2.012. Following the earnings report the stock price went up 2.412%.
Which hedge fund is a major shareholder of Principal Financial?
Currently, no hedge funds are holding shares in PFG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Principal Financial Stock Smart Score
Neutral
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$102.89 (6.99% Upside)
$102.89 (6.99% Upside)
Blogger Sentiment
Bullish
PFG Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 279.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $259.2K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 1.1%
Last 30 Days ▲ 0.9%
Last 30 Days ▲ 0.9%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
42.77%
12-Months-Change
Fundamentals
Return on Equity
13.25%
Trailing 12-Months
Asset Growth
6.93%
Trailing 12-Months
Company Description
Principal Financial
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.
PFG Company Deck
PFG Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted broad, measurable momentum across the company: strong adjusted EPS growth, margin and ROE expansion, record gross sales in asset management, robust retirement and SMB flows, sizable capital returns and a raised dividend. Management acknowledged some short-term headwinds — negative total net cash flow for the company, redemptions in select active U.S. equity funds, timing-driven reductions in variable investment income, and lumpiness in PRT transactions — but positioned these as largely manageable, transitory, or offset by diversification and capital strength. On balance, highlights materially outweigh the lowlights and management expressed confidence in delivering 2026 targets.View all PFG earnings summariesPFG Revenue Breakdown
52.36% Retirement and Income Solutions
17.99% Principal Asset Management
31.78% Benefits and Protection
0.65% Corporate
0.26% Net realized capital gains (losses), net of related revenue adjustments
-2.33% Revenues from exited business
-0.44% Adjustments related to equity method investments
-0.26% Market risk benefit derivative settlements

PFG Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$102.89
▲(6.99% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Aegon
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American International Group
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Arch Capital Group
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Hartford Insurance
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Equitable Holdings
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Ownership Overview
0.52% Insiders
19.41% Mutual Funds
0.23% Other Institutional Investors
48.51% Public Companies and
Individual Investors











