Principal Financial Group, Inc. PFG

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112.66 USD -0.15 (-0.13%)

At closeNov 4, 2026, 4:01 AM EST

112.66 0.00 0.00%

Pre-market · Nov 4, 4:01 AM ET

111.41 Day range 113.46
80.00 52-week range 121.18
YTD
+27.72%
1 year
+35.70%
Market cap
23.93B
Revenue (ttm)
16.63B
Profit margin
11.89%
EPS (ttm)
8.98
Shares out
212.38M
P/E ratio
12.55
Forward P/E
11.17
Dividend
3.40 (3.01%)
Ex-dividend date
Dec 1, 2026
YTD return
+27.72%
1-year return
+35.70%
Volume
1.16M
Avg volume
1.27M
Open
112.17
Previous close
112.81
Day's range
111.41 – 113.46
52-week range
80.00 – 121.18
Beta
0.89
Analysts
Hold
Price target
109.42 (-2.9%)
Earnings date
Feb 8, 2027

1Y +30.60 (+37.29%)

80100120Dec 25Feb 26May 26Jul 26Sep 26112.66

Key statistics

Enterprise value
23.65B
PEG ratio
1.06
Price / sales
1.44
Price / book
2.03
Dividend yield
3.01%
Payout ratio
36.19%
Revenue growth
25.40%
Free cash flow
1.74B
Total cash
5.62B
Total debt
4.85B
Return on equity
16.11%
Short % of float
4.31%
50-day average
112.19
200-day average
103.68

Financials — quick view

All financials
PFG Revenue — quarterly 4.62B
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
PFG Net income — quarterly 631.90M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
PFG EPS — quarterly 2.95
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026

Earnings

PFG recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 8, 2027Dec 30, 20262.42———
Oct 26, 2026Sep 30, 20262.432.22-0.21-8.64%
Jul 27, 2026Jun 30, 20262.342.50+0.16+6.84%
Apr 23, 2026Mar 31, 20262.012.07+0.06+2.99%
Feb 9, 2026Dec 31, 20252.232.19-0.04-1.79%
Oct 27, 2025Sep 30, 20252.202.10-0.10-4.55%

Upgrades / downgrades

PFG analyst upgrades and downgrades
DateFirmActionFromTo
Oct 28, 2026Piper SandlermainOverweightOverweight
Oct 28, 2026Evercore ISI GroupmainIn-LineIn-Line
Oct 28, 2026Wells FargomainEqual-WeightEqual-Weight
Oct 27, 2026UBSmainNeutralNeutral
Oct 20, 2026Wells FargomainEqual-WeightEqual-Weight
Oct 15, 2026JP MorganmainNeutralNeutral

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

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Insider holders

PFG insider holders
InsiderRelationLatest transactionDateShares held
AGRAWAL VIVEKOfficerStock Award(Grant)Sep 24, 202646,762
BHATIA KAMALOfficerStock Award(Grant)Sep 24, 202665,869
CARTER-MILLER JOCELYN E. CPADirectorStock Award(Grant)Sep 24, 202691,979
CHEONG WEE YEEOfficerStock Award(Grant)Sep 24, 202667,173
FRIEDRICH AMY CHRISTINEOfficerStock Award(Grant)Sep 24, 2026113,582
HOUSTON DANIEL JOSEPHOfficer and DirectorStock Award(Grant)Jun 26, 2025446,553

Institution ownership

PFG institution ownership
Holder% heldSharesValueReported
Blackrock Inc.7.19%20,014,6732.25BJun 29, 2026
Nippon Life Insurance Company6.52%18,137,0002.04BSep 29, 2026
Vanguard Capital Management LLC4.84%13,479,4681.52BJun 29, 2026
Vanguard Portfolio Management LLC4.05%11,266,0181.27BJun 29, 2026
State Street Corporation3.69%10,264,8561.16BJun 29, 2026
Bank of America Corporation2.47%6,884,023775.55MJun 29, 2026

Fund ownership

PFG fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.46%6,857,300772.54MJun 29, 2026
Income Fund of America2.16%6,000,000675.96MSep 29, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF1.93%5,375,926605.65MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund1.83%5,092,121573.68MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund1.68%4,680,236527.28MJun 29, 2026
iShares Trust-iShares Select Dividend ETF1.00%2,793,278314.69MSep 29, 2026