PFG
Principal Financial Group, Inc.
Set alert
- YTD
- +26.55%
- 1 year
- +34.92%
- Open
- 113.96
- Prev close
- 113.65
- Mkt cap
- 23.75B
- Vol
- 1.59M
- Avg vol
- 1.29M
- EPS
- 7.02
- P/E
- 15.90
- Div yield
- 2.99%
More statistics
- Low
- 110.56
- High
- 114.00
- Forward P/E
- 11.00
- Beta
- 0.87
- Short ratio
- 5.76
- Inst. own
- 82.00%
- Dividend
- 3.40
- Ex-div date
- Dec 1, 2026
- Earnings
- Feb 8, 2027
- 50-d avg
- 112.13
- 200-d avg
- 103.47
- 1y target
- 109.67
Key statistics
- Market cap
- 23.75B
- Enterprise value
- 23.74B
- Trailing P/E
- 15.90
- Forward P/E
- 11.00
- PEG ratio
- 1.06
- Price / sales
- 1.43
- Price / book
- 2.01
- EPS (TTM)
- 7.02
- Beta
- 0.87
- Dividend yield
- 2.99%
- Payout ratio
- 45.44%
- Profit margin
- 11.89%
- Revenue (TTM)
- 16.63B
- Revenue growth
- 25.40%
- Free cash flow
- 0
- Total cash
- 5.41B
- Total debt
- 4.50B
- Return on equity
- 16.11%
- Shares outstanding
- 212.80M
- Short % of float
- 4.31%
- 50-day average
- 112.13
- 200-day average
- 103.47
Analyst view
Consensus: hold
- Target (low)
- 86.00
- Target (mean)
- 109.67
- Target (high)
- 125.00
- Strong buy2
- Buy0
- Hold8
- Sell0
- Strong sell2
Next earnings
Feb 8, 2027
Expected Feb 8, 2027. Consensus EPS estimate 2.40.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 8, 2027 | Dec 30, 2026 | 2.42 | — | — | — |
| Oct 26, 2026 | Sep 30, 2026 | 2.43 | 2.22 | -0.21 | -8.64% |
| Jul 27, 2026 | Jun 30, 2026 | 2.34 | 2.50 | +0.16 | +6.84% |
| Apr 23, 2026 | Mar 31, 2026 | 2.01 | 2.07 | +0.06 | +2.99% |
| Feb 9, 2026 | Dec 31, 2025 | 2.23 | 2.19 | -0.04 | -1.79% |
| Oct 27, 2025 | Sep 30, 2025 | 2.20 | 2.10 | -0.10 | -4.55% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 28, 2026 | Piper Sandler | main | Overweight | Overweight |
| Oct 28, 2026 | Evercore ISI Group | main | In-Line | In-Line |
| Oct 28, 2026 | Wells Fargo | main | Equal-Weight | Equal-Weight |
| Oct 27, 2026 | UBS | main | Neutral | Neutral |
| Oct 20, 2026 | Wells Fargo | main | Equal-Weight | Equal-Weight |
| Oct 15, 2026 | JP Morgan | main | Neutral | Neutral |
About Principal Financial Group, Inc.
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 Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit 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, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other 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. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- principal.com
News
- Bokf Na Acquires 46,583 Shares of Principal Financial Group, Inc. $PFG
- Piper Sandler Maintains Overweight on Principal Financial Group, Lowers Price Target to $125
- Evercore ISI Group Maintains In-Line on Principal Financial Group, Lowers Price Target to $111
- Wells Fargo Maintains Equal-Weight on Principal Financial Group, Lowers Price Target to $109
- UBS Maintains Neutral on Principal Financial Group, Lowers Price Target to $112
- Principal Financial Group, Inc. (PFG) Q3 2026 Earnings Call Transcript
- Principal Financial Group Q3 Earnings Call Highlights
- PFG Q3 Earnings Miss Estimates on Lower Investment Income
- Principal Financial Group Q3 2026 Earnings Call Transcript
- Principal Financial (PFG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AGRAWAL VIVEK | Officer | Stock Award(Grant) | Sep 24, 2026 | 46,762 |
| BHATIA KAMAL | Officer | Stock Award(Grant) | Sep 24, 2026 | 65,869 |
| CARTER-MILLER JOCELYN E. CPA | Director | Stock Award(Grant) | Sep 24, 2026 | 91,979 |
| CHEONG WEE YEE | Officer | Stock Award(Grant) | Sep 24, 2026 | 67,173 |
| FRIEDRICH AMY CHRISTINE | Officer | Stock Award(Grant) | Sep 24, 2026 | 113,582 |
| HOUSTON DANIEL JOSEPH | Officer and Director | Stock Award(Grant) | Jun 26, 2025 | 446,553 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.19% | 20,014,673 | 2.23B | Jun 29, 2026 |
| Nippon Life Insurance Company | 6.52% | 18,137,000 | 2.02B | Sep 29, 2026 |
| Vanguard Capital Management LLC | 4.84% | 13,479,468 | 1.50B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.05% | 11,266,018 | 1.26B | Jun 29, 2026 |
| State Street Corporation | 3.69% | 10,264,856 | 1.15B | Jun 29, 2026 |
| Bank of America Corporation | 2.47% | 6,884,023 | 768.46M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.46% | 6,857,300 | 765.48M | Jun 29, 2026 |
| Income Fund of America | 2.16% | 6,000,000 | 669.78M | Sep 29, 2026 |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 1.93% | 5,375,926 | 600.11M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 1.83% | 5,092,121 | 568.43M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 1.68% | 4,680,236 | 522.45M | Jun 29, 2026 |
| iShares Trust-iShares Select Dividend ETF | 1.00% | 2,793,278 | 311.81M | Sep 29, 2026 |