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Principal Financial (PFG)
:PFG
PFG Stock Chart & Stats
Day’s Range― - ―
52-Week Range$68.39 - $91.98
Previous CloseN/A
Volume162.09K
Average Volume (3M)1.22M
Market Cap
$16.96B
Enterprise Value$22.38B
Total Cash (Recent Filing)$3.88B
Total Debt (Recent Filing)$4.35B
Price to Earnings (P/E)15.3
Beta0.94
Next Earnings
Oct 23, 2025EPS Estimate
2.17Next Dividend Ex-Date
Sep 04, 2025Dividend Yield3.89%
Share Statistics
EPS (TTM)2.16
Shares Outstanding222,768,450
10 Day Avg. Volume1,622,876
30 Day Avg. Volume1,224,940
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)1.58
Price to Sales (P/S)1.09
P/FCF Ratio3.86
Enterprise Value/Market Cap1.32
Enterprise Value/Revenue1.42
Enterprise Value/Gross Profit3.29
Enterprise Value/Ebitda17.33
Forecast
1Y Price Target
$85.18Price Target Upside11.90% Upside
Rating ConsensusHold
Number of Analyst Covering12
Bulls Say, Bears Say
Bulls Say
Asset Management EarningsAsset management earnings of $236 million outpaced the consensus expectation of $221 million, with higher management and performance fees contributing to revenue growth and expanded operating margin.
Corporate ExpensesCorporate and Other earnings of $(81) million finished better than the consensus expectation of $(99) million, driven by higher net investment income and lower operating expenses.
Bears Say
Investment Management Net OutflowsInvestment Management saw $4.2bn in net outflows in the quarter due to a couple large accounts exiting the fund complex.
Net Fund FlowsNet fund flows declined somewhat across RIS, Investment Management, and International Pension, all below consensus.
Retirement & Income Solutions EarningsRetirement & Income Solutions had underlying pre-tax earnings that missed consensus, driven in part by lower than expected net fund flows.
Principal Financial News
PFG FAQ
What was Principal Financial’s price range in the past 12 months?
Principal Financial lowest stock price was $68.39 and its highest was $91.97 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $16.96B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Oct 23, 2025 which is in 76 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Jul 28, 2025. The company reported $2.16 earnings per share for the quarter, beating the consensus estimate of $1.966 by $0.194.
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 $0.78 which represents an annual dividend yield of 3.89%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.17.
How many shares outstanding does Principal Financial have?
Principal Financial has 222,768,450 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $2.16 in its last earnings report, beating expectations of $1.966. Following the earnings report the stock price went down -0.249%.
Which hedge fund is a major shareholder of Principal Financial?
Currently, no hedge funds are holding shares in PFG
Principal Financial Stock Smart Score
Underperform
1
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5
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7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$85.18 (11.90% Upside)
$85.18 (11.90% Upside)
Blogger Sentiment
Bullish
PFG Sentiment 70%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Decreased
By 197.7K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.1%
Last 30 Days ▲ 3.8%
Last 30 Days ▲ 3.8%
News Sentiment
Neutral
Bullish news 59%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
8.55%
12-Months-Change
Fundamentals
Return on Equity
10.16%
Trailing 12-Months
Asset Growth
5.11%
Trailing 12-Months
Company Description
Principal Financial
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 Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
PFG Company Deck
PFG Earnings Call
Q2 2025
0:00 / 0:00
Earnings Call Sentiment|Neutral
The earnings call demonstrated strong earnings growth, increased capital returns to shareholders, and significant recognition for leadership. However, challenges remain with negative net cash flows, ongoing market volatility impacting revenue, and continued negative flows in asset management. The sentiment reflects a balance between positive achievements and continued challenges.View all PFG earnings summariesPFG Stock 12 Month Forecast
Average Price Target
$85.18
▲(11.90% Upside)
Technical Analysis
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Ownership Overview
0.68% Insiders
18.69% Mutual Funds
0.76% Other Institutional Investors
52.52% Public Companies and
Individual Investors