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Principal Financial (PFG)
NASDAQ:PFG
PFG Stock Chart & Stats
$89.24
-$0.56(-0.72%)
At close: 4:00 PM EST
$89.24
-$0.56(-0.72%)
Day’s Range― - ―
52-Week Range$68.39 - $92.10
Previous CloseN/A
Volume162.09K
Average Volume (3M)1.32M
Market Cap
$19.54B
Enterprise Value$23.07B
Total Cash (Recent Filing)$31.99B
Total Debt (Recent Filing)$3.94B
Price to Earnings (P/E)12.9
Beta0.90
Next Earnings
Feb 03, 2026EPS Estimate
2.24Next Dividend Ex-DateN/A
Dividend Yield3.46%
Share Statistics
EPS (TTM)2.10
Shares Outstanding219,693,850
10 Day Avg. Volume1,566,235
30 Day Avg. Volume1,318,328
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 Cap1.18
Enterprise Value/Revenue1.46
Enterprise Value/Gross Profit3.11
Enterprise Value/Ebitda12.19
Forecast
1Y Price Target
$90.00Price Target Upside0.85% Upside
Rating ConsensusHold
Number of Analyst Covering10
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Investment Management PerformanceInvestment Management recorded net inflows of $800mn, which compares with our forecast of $1.4bn of net outflows.
Loss Ratio ImprovementThe loss ratio, ex. significant variances, improved 340bps YoY as the company’s pricing actions begin to translate into higher profitability.
Operating Margin ImprovementInvestment management’s operating margin expanded 180bps YoY due to higher management fees as well as lower expenses.
Bears Say
Equity Market Downturn RiskA downturn in equity markets could pose a material risk to fee-related earnings owing to Principal's fee-related earnings sensitivity.
Net Outflows In Retirement & IncomeRetirement & Income experienced $1.9bn of net outflows, well exceeding our forecast of -$0.2bn.
Spread Compression In RIS SegmentPrincipal could experience negative impacts of spread compression, particularly in its RIS segment.
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 $92.10 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $19.54B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Feb 03, 2026 which is in 42 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Oct 29, 2025. The company reported $2.1 earnings per share for the quarter, missing the consensus estimate of $2.204 by -$0.104.
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 $0.79 which represents an annual dividend yield of 3.46%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.24.
How many shares outstanding does Principal Financial have?
Principal Financial has 219,693,850 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $2.1 in its last earnings report, missing expectations of $2.204. Following the earnings report the stock price went up 0.367%.
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$90.00 (0.85% Upside)
$90.00 (0.85% Upside)
Blogger Sentiment
Bullish
PFG Sentiment 75%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 76.6K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 2.1%
Last 30 Days ▲ 3.0%
Last 30 Days ▲ 3.0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
19.92%
12-Months-Change
Fundamentals
Return on Equity
13.74%
Trailing 12-Months
Asset Growth
4.10%
Trailing 12-Months
Company Description
Principal Financial
Principal Financial Group (PFG) is a global financial services company headquartered in Des Moines, Iowa, specializing in retirement, asset management, and insurance solutions. Founded in 1879, PFG serves a diverse client base, including individuals, businesses, and institutions across various sectors. The company operates through several key segments, including Retirement and Income Solutions, Principal Global Investors, and Principal International, offering a wide array of products such as retirement plans, mutual funds, life insurance, and investment management services.
PFG Company Deck
PFG Earnings Call
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Neutral
The earnings call reflects a strong financial performance marked by significant EPS growth, shareholder returns, and asset management achievements. However, challenges such as negative net cash flow, market volatility, and specific business segment hurdles like PRT and dental loss ratios present areas of concern. The company remains confident in meeting its 2025 financial targets.View all PFG earnings summariesPFG Revenue Breakdown
49.46% Retirement and Income Solutions
17.30% Principal Global Investors
29.69% Benefits and Protection
0.48% Corporate
0.64% Net realized capital gains (losses), net of related revenue adjustments
3.18% Revenues from exited business
-0.46% Adjustments related to equity method investments
-0.28% Market risk benefit derivative settlements
PFG Stock 12 Month Forecast
Average Price Target
$90.00
▲(0.85% Upside)
Technical Analysis
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
0.70% Insiders
17.58% Mutual Funds
14.44% Other Institutional Investors
39.38% Public Companies and
Individual Investors