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Principal Financial (PFG)
NASDAQ:PFG
PFG Stock Chart & Stats
$95.93
-$0.56(-0.72%)
At close: 4:00 PM EST
$95.93
-$0.56(-0.72%)
Day’s Range― - ―
52-Week Range$68.39 - $97.88
Previous CloseN/A
Volume162.09K
Average Volume (3M)1.37M
Market Cap
$21.38B
Enterprise Value$20.15B
Total Cash (Recent Filing)$31.99B
Total Debt (Recent Filing)$3.94B
Price to Earnings (P/E)14.2
Beta0.92
Next Earnings
Apr 23, 2026EPS Estimate
2.09Next Dividend Ex-DateN/A
Dividend Yield3.44%
Share Statistics
EPS (TTM)2.19
Shares Outstanding219,693,850
10 Day Avg. Volume1,646,899
30 Day Avg. Volume1,369,572
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 Cap0.94
Enterprise Value/Revenue1.28
Enterprise Value/Gross Profit2.72
Enterprise Value/Ebitda10.65
Forecast
1Y Price Target
$93.43Price Target Upside-2.61% Downside
Rating ConsensusHold
Number of Analyst Covering7
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Asset FlowsStronger-than-expected net inflows into Investment Management of about $800 million support higher management fee revenue and reduce pressure on asset-weighted margins.
Operating MarginExpansion of Investment Management operating margin by roughly 180 basis points reflects higher management fees and tighter expense control, boosting core profitability.
Share RepurchasesShare repurchases totaling $225 million signal an active capital return policy that can lift per-share earnings and indicate management confidence.
Bears Say
Individual Life UnderwritingIndividual Life faced less favorable mortality and an unfavorable actuarial assumption update, increasing reserve needs and reducing profitability in life insurance operations.
Retirement Business FlowsRetirement and Income experienced large net outflows of $1.9 billion, which could pressure fee income and weaken recurring revenue streams.
Valuation RiskAnalyst price objective reduction from $92 to $89 due to multiple contraction highlights investor concern about future earnings growth and the potential for further valuation pressure.
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 $97.88 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $21.38B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Apr 23, 2026 which is in 72 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Feb 09, 2026. The company reported $2.19 earnings per share for the quarter, missing the consensus estimate of $2.228 by -$0.038.
Is Principal Financial overvalued?
According to Wall Street analysts Principal Financial’s price is currently Overvalued.
Does Principal Financial pay dividends?
Principal Financial pays a Quarterly dividend of $0.79 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 2.09.
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 $2.19 in its last earnings report, missing expectations of $2.228. Following the earnings report the stock price went same N/A.
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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4
5
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7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$93.43 (-2.61% Downside)
$93.43 (-2.61% Downside)
Blogger Sentiment
Bullish
PFG Sentiment 80%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 76.6K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▲ 3.2%
Last 30 Days ▼ 2.7%
Last 30 Days ▼ 2.7%
News Sentiment
Very Bullish
Bullish news 90%
Bearish news 10%
Bearish news 10%
Technicals
SMA
Positive
20 days / 200 days
Momentum
26.39%
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, 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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights strong, broad-based operational execution in 2025 with double-digit EPS growth, expanded margins, improved ROE, robust capital generation (92% free capital flow conversion) and significant asset management momentum (AUM +10%, private markets growth). Management set confident 2026 targets (EPS growth 9%-12%, ROE 15%-17%, 75%-85% free capital conversion) and plans continued capital returns. Headwinds are present but appear manageable: a negative quarterly net cash flow, divestiture-related revenue/AUM noise (including a Chilean runoff annuity), below-target growth in some specialty lines, and near-term seasonality/expense impacts. Overall, positive operational and capital metrics outweigh the limited and largely controlled challenges, supporting an upbeat outlook.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
$93.43
▼(-2.61% Downside)
Technical Analysis
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Ownership Overview
0.63% Insiders
17.62% Mutual Funds
0.37% Other Institutional Investors
53.27% Public Companies and
Individual Investors