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Principal Financial (PFG)
NASDAQ:PFG
PFG Stock Chart & Stats
$88.48
-$0.56(-0.72%)
At close: 4:00 PM EST
$88.48
-$0.56(-0.72%)
Day’s Range― - ―
52-Week Range$68.39 - $92.51
Previous CloseN/A
Volume162.09K
Average Volume (3M)1.14M
Market Cap
$19.44B
Enterprise Value$23.07B
Total Cash (Recent Filing)$31.99B
Total Debt (Recent Filing)$3.94B
Price to Earnings (P/E)12.9
Beta0.92
Next Earnings
Feb 09, 2026EPS Estimate
2.23Next Dividend Ex-DateN/A
Dividend Yield3.44%
Share Statistics
EPS (TTM)2.10
Shares Outstanding219,693,850
10 Day Avg. Volume1,205,172
30 Day Avg. Volume1,139,582
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 Cap1.19
Enterprise Value/Revenue1.46
Enterprise Value/Gross Profit3.11
Enterprise Value/Ebitda12.19
Forecast
1Y Price Target
$92.67Price Target Upside4.74% Upside
Rating ConsensusHold
Number of Analyst Covering9
EPS Forecast (FY)9.4
Revenue Forecast (FY)$17.07B
Bulls Say, Bears Say
Bulls Say
Capital Return PolicyShare repurchases ahead of expectations indicate active capital return that can bolster earnings per share and provide support under valuation pressures.
Investment Management FlowsInvestment Management posted notable net inflows that reverse prior expectations, supporting fee revenue and asset-growth momentum for the asset management business.
Operating Margin ExpansionOperating margin expansion in investment management driven by higher management fees and lower expenses signals improving profitability and operating leverage.
Bears Say
Insurance Actuarial And Health HeadwindsAdverse mortality experience and an unfavorable actuarial assumption update in Individual Life, along with deterioration in supplemental health metrics, can increase claims costs and compress underwriting margins.
Retirement & Income OutflowsLarge net outflows in the Retirement & Income business can reduce assets under management and place downward pressure on fee-related revenues and client retention.
Valuation RiskAnalyst price objective reductions tied to multiple contraction reflect valuation risk that could weigh on the stock if investor sentiment remains weak.
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 $92.51 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $19.44B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Feb 09, 2026 which is in 21 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 3.44%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.23.
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
Neutral
1
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10
Analyst Consensus
Hold
Average Price Target:
$92.67 (4.74% Upside)
$92.67 (4.74% 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
Neutral
Last 7 Days ▼ 0.4%
Last 30 Days ▲ 0.3%
Last 30 Days ▲ 0.3%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
13.28%
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
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
$92.67
▲(4.74% Upside)
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