PFG

Principal Financial Group Inc

107.29

Oct 21 • 4:01 AM ET -0.65 (-0.60%)

Financial Asset Management USA Large NASD

Peers: EQH VOYA AMP CRBG TROW PRU MET LNC MFC UNM

| Held by: VTI SCHD VOO VO DVY IVV SPY VTV RSP VOE

Index	S&P 500
Market Cap	22.97B
Enterprise Value	-
Income	1.56B
Sales	15.69B
Book/sh	56.57
Cash/sh	-
Dividend Est.	3.31 (3.09%)
Dividend TTM	3.25 (3.03%)
Dividend Ex-Date	Sep 03, 2026
Dividend Gr. 3/5Y	6.36% 6.58%
Payout	58.66%
Employees	19700
IPO	Oct 23, 2001

P/E	15.23
Forward P/E	10.48
PEG	1.04
P/S	1.46
P/B	1.90
P/C	-
P/FCF	4.73
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	0.40
Debt/Eq	0.36
LT Debt/Eq	0.36
Option/Short	Yes / Yes

EPS (ttm)	7.05
EPS next Y	10.24
EPS next Q	2.43
EPS this Y	14.26%
EPS next Y	8.39%
EPS next 5Y	10.12%
EPS past 3/5Y	-34.44% 0.80%
Sales past 3/5Y	-3.77% 1.17%
EPS Y/Y TTM	41.16%
Sales Y/Y TTM	3.72%
EPS Q/Q	2.85%
Sales Q/Q	6.39%
Earnings	Oct 26 AMC
EPS/Sales Surpr.	6.95% -3.38%

Insider Own	0.78%
Insider Trans	-1.67%
Inst Own	81.81%
Inst Trans	-0.43%
ROA	0.49%
ROE	13.23%
ROIC	9.47%
Gross Margin	-
Oper. Margin	11.87%
Profit Margin	9.93%
SMA20	-2.59%
SMA50	-4.54%
SMA200	4.31%
Trades

Shs Outstand	214.64M
Shs Float	212.43M
Short Float	3.88%
Short Ratio	6.10
Short Interest	8.24M
52W High	121.18 -11.46%
52W Low	78.56 36.58%
Volatility	1.86% 2.01%
ATR (14)	2.15
RSI (14)	38.47
Beta	0.88
Rel Volume	0.00
Avg Volume	1.35M
Volume	71

Perf Week	0.03%
Perf Month	-5.55%
Perf Quarter	-0.03%
Perf Half Y	10.12%
Perf YTD	21.63%
Perf Year	35.14%
Perf 3Y	57.62%
Perf 5Y	55.47%
Perf 10Y	103.90%
Recom	3.07
Target Price	111.00
Prev Close	107.94
Price	107.29
Change %	-0.60%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-24-26	Downgrade	BofA Securities	Neutral → Underperform	$95
May-19-26	Downgrade	Raymond James	Strong Buy → Outperform	$111
Feb-25-26	Upgrade	Wells Fargo	Underweight → Equal Weight	$91
Jan-05-26	Downgrade	JP Morgan	Overweight → Neutral	$103
Oct-23-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$81
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$93
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$95 → $92
Dec-18-24	Upgrade	Piper Sandler	Neutral → Overweight	$90
Dec-11-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$84 → $75
Dec-05-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$86 → $80
Sep-05-24	Initiated	Barclays	Underweight	$74
Jul-09-24	Upgrade	Raymond James	Mkt Perform → Strong Buy	$99
Jul-02-24	Upgrade	JP Morgan	Underweight → Neutral	$88 → $96
Feb-15-24	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$75
Jan-04-24	Upgrade	Evercore ISI	Underperform → In-line	$82 → $83
Jun-23-23	Upgrade	Jefferies	Underperform → Hold	$60 → $65
Jun-09-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$77 → $75
May-01-23	Downgrade	BofA Securities	Buy → Neutral	$81 → $78
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$79
Dec-08-22	Downgrade	Credit Suisse	Neutral → Underperform	$86

Show Previous Ratings

Oct-01-26 09:00AM	Principal to Announce Third Quarter 2026 Financial Results (Business Wire)
Sep-25-26 10:25AM	WealthStack Roundup: Northwestern Mutual Adopts Jump's AI Suite (Wealth Management)
Sep-21-26 01:05PM	eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks (InvestorPlace)
Sep-15-26 09:00AM	SS&C Selected to Support Principal Retirement Income Offering (Business Wire)
Sep-03-26 04:30PM	Principal Financial Group Inc. stock outperforms competitors on strong trading day (MarketWatch) +6.47%
09:00AM	Loading…
Sep-01-26 09:00AM	Principal Completes Acquisition of Beam Benefits (Business Wire)
Aug-26-26 09:00AM	Principal Expands Featured Partner Program to Support Private Market Access in Retirement Plans (Business Wire)
Aug-12-26 09:00AM	Financial Uncertainty Pushes Workers to Delay Retirement, Principal Research Finds (Business Wire)
Jul-28-26 05:02PM	Principal Financial Group Inc (PFG) Q2 2026 Earnings Call Highlights: Strong Earnings Growth ... (GuruFocus.com)
12:00PM	Principal Recognized as a Worlds Top Disability Inclusive Business (Business Wire)
08:30AM	Principal Financial Group, Inc. Q2 2026 Earnings Call Summary (Moby)
Jul-27-26 04:45PM	Principal Financial: Q2 Earnings Snapshot (Associated Press)
04:15PM	Principal Financial Group Announces Second Quarter 2026 Results (Business Wire)
Jul-16-26 11:01AM	VOYA Stock Hits Record High, Tops $100 For The First Time Ever Report Says Voya Financial Has Been Fielding Takeover Interest (Stocktwits)
Jul-08-26 09:00AM	Principal Expands Custody Solutions Program for Regional and Community Banks (Business Wire)
04:05PM	Loading…
Jul-07-26 04:05PM	Principal to Acquire Employee Benefits Company Beam Benefits (Business Wire)
Jul-01-26 09:00AM	Principal to Announce Second Quarter 2026 Financial Results (Business Wire)
Jun-24-26 09:31AM	BlackBerry, Take-Two initiations among today's top calls on Wall Street (The Fly) -5.04%
Jun-15-26 09:00AM	Principal Asset Management Launches Fixed Income ETF Suite (Business Wire)
Jun-04-26 08:30AM	State Street Expands Investment Servicing Relationship with Principal Financial Group (Business Wire)
Apr-28-26 03:30PM	AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries (Business Wire)
08:30AM	Principal Financial Group Names Tim Brown as New General Counsel (Business Wire)
Apr-25-26 03:04AM	Principal Financial Group Inc (PFG) Q1 2026 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
Apr-24-26 08:30AM	Principal Financial Group, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-23-26 04:43PM	Principal Financial: Q1 Earnings Snapshot (Associated Press)
04:15PM	Principal Financial Group Announces First Quarter 2026 Results (Business Wire)
Mar-26-26 04:01PM	Seacoast Banking Corporation of Florida Appoints Three New Independent Directors (Business Wire)
Mar-18-26 10:09AM	Principal Named One of the 2026 Worlds Most Ethical Companies by Ethisphere (Business Wire)
Mar-17-26 12:20PM	Is Principal Financial Group Stock Underperforming the Dow? (Barchart)
Mar-05-26 09:00AM	U.S. Businesses Signal Growth in Early 2026 (Business Wire)
12:48AM	Loading…
Mar-04-26 12:48AM	Wells Fargo Upgrades Principal Financial Group, Inc. (PFG) to Equal Weight and Raises its Price Target to $91 (Insider Monkey)
Mar-03-26 12:00PM	Principal Expands Dental and Group Benefits Presence in Alabama (Business Wire)
Feb-26-26 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Feb-25-26 10:21AM	The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse (24/7 Wall St.)
09:32AM	Oracle upgraded, Workday downgraded: Wall Street's top analyst calls (The Fly)
07:57AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: AbbVie, Angel Studios, First Solar, IBM, Kroger, Molson Coors, Oracle, Workday, and More (24/7 Wall St.)
Feb-23-26 01:24PM	LMND Q4 Loss Narrower Than Expected on Solid Underwriting (Zacks)
Feb-18-26 07:22AM	Is Wall Street Bullish or Bearish on Principal Financial Stock? (Barchart)
Feb-14-26 04:04PM	Principal Financial CEO Lifts ROE Target, Highlights SMB Growth and AI Push at BofA Conference (MarketBeat)
Feb-12-26 09:41AM	MFC Beats Q4 Earnings Estimates, Unveils 10.2% Dividend Hike (Zacks)
09:39AM	Sun Life Financial Q4 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
Feb-11-26 04:14PM	Top Analyst Reports for Eli Lilly, Marriott & Fortinet (Zacks)
10:25AM	Assurant Q4 Earnings & Revenues Beat Estimates on Higher Premiums (Zacks)
Feb-10-26 05:20PM	Principal Financial Group Q4 Earnings Call Highlights (MarketBeat)
04:03PM	Principal Financial Group Inc (PFG) Q4 2025 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
11:45AM	Why Principal Financial (PFG) is a Great Dividend Stock Right Now (Zacks)
10:10AM	Principal Financial Q4 Earnings Miss, Revenues & Premiums Rise Y/Y (Zacks)
08:30AM	Principal Financial Group, Inc. Q4 2025 Earnings Call Summary (Moby)
Feb-09-26 06:30PM	Here's What Key Metrics Tell Us About Principal Financial (PFG) Q4 Earnings (Zacks)
06:00PM	Principal Financial (PFG) Q4 Earnings Miss Estimates (Zacks)
05:06PM	Principal Financial: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces Full Year and Fourth Quarter 2025 Results as Well as 2026 Outlook (Business Wire)
Feb-05-26 07:49AM	PFG Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Feb-04-26 05:35PM	Everest Group (EG) Misses Q4 Earnings Estimates (Zacks)
09:15AM	Countdown to Principal Financial (PFG) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Feb-03-26 05:11AM	Principal Financial (PFG) Stock Outlook Adjusted by JPMorgan Amid Life Insurance Peer Comparison (Insider Monkey)
Jan-29-26 03:43AM	Zacks Industry Outlook Highlights American International, Prudential Financial, Markel, Principal Financial Group and Everest (Zacks)
Jan-28-26 12:22PM	5 Multiline Insurers to Watch Amid Prudent Underwriting and Pricing (Zacks)
Jan-20-26 10:17AM	PFG Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
Jan-19-26 11:08AM	AIG Taps CVC to Put Its Investment Engine in a Higher Gear (Zacks)
10:28AM	AIZ Boosts Post-Purchase Capabilities With RL Circular Operations (Zacks)
Jan-13-26 09:43AM	MKL Stock Trading at a Discount to Industry at 1.48X: Time to Hold? (Zacks)
Jan-12-26 04:15PM	Deanna Strable to Speak at 2026 Bank of America Financial Services Conference (Business Wire)
06:16AM	Principal Financial's Q4 2025 Earnings: What to Expect (Barchart)
Jan-08-26 09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jan-07-26 11:40AM	PFG or PUK: Which Is the Better Value Stock Right Now? (Zacks)
Jan-02-26 09:00AM	Principal Financial Group to Hold Combined Earnings and Outlook Call (Business Wire)
Dec-29-25 11:45AM	Implied Volatility Surging for Principal Financial Stock Options (Zacks)
Dec-24-25 06:50AM	Principal Financial price target raised to $100 from $94 at Piper Sandler (TipRanks)
Dec-11-25 10:12AM	PFG Outperforms Industry, Hits 52-Week High: How to Play the Stock (Zacks)
06:16AM	Is Principal Financial Stock Underperforming the Nasdaq? (Barchart)
Dec-10-25 03:40AM	Analysts Continue to View Principal Financial Group (PFG) Cautiously as Sector Cycle Softens (Insider Monkey)
Dec-09-25 09:00AM	Principal Recognized as Best Place to Work in Money Management by Pensions & Investments for 14th Consecutive Year (Business Wire)
Dec-04-25 11:30AM	Radian (RDN) Up 4.2% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-28-25 11:30AM	Prudential (PRU) Up 4.7% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-26-25 01:24PM	This Financial Name Is Becoming A Dividend Standout With Steady Distribution Increases (Investor's Business Daily)
11:30AM	Principal Financial (PFG) Up 3% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-23-25 10:34PM	A Look Back at Life Insurance Stocks' Q3 Earnings: Principal Financial Group (NASDAQ:PFG) Vs The Rest Of The Pack (StockStory)
Nov-20-25 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
Nov-19-25 09:00AM	U.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising Costs (Business Wire)
08:07AM	Are Wall Street Analysts Bullish on Principal Financial Group Stock? (Barchart)
Nov-16-25 01:00AM	Global Financial Inclusion Index: Which countries offer the best access to financial services? (Euronews)
Nov-05-25 02:00PM	Principal Asset Management Real Estate Strategies Earn Top GRESB Ratings for 10th Consecutive Year (Business Wire)
Nov-04-25 12:23PM	5 Stocks to Watch From the Prospering Multiline Insurance Industry (Zacks)
Nov-03-25 10:00AM	Principal joins the Council for Disability Income Awareness (PR Newswire)
12:32AM	The 5 Most Interesting Analyst Questions From Principal Financial Group's Q3 Earnings Call (StockStory)
Oct-31-25 10:53AM	Reinsurance Group Q3 Earnings Top Estimates on Solid Investment Income (Zacks)
Oct-30-25 03:18PM	Principal Financial Group Inc (PFG) Q3 2025 Earnings Call Highlights: Strong Growth in Earnings ... (GuruFocus.com)
01:00PM	EG Q3 Earnings & Revenues Miss Estimates on Poor Underwriting Show (Zacks)
12:51PM	Prudential Financial Q3 Earnings Beat Estimates on Lower Expenses (Zacks)
12:42PM	Willis Towers Q3 Earnings Beat Estimates on Lower Expenses (Zacks)
Oct-29-25 08:40AM	PFG Q3 Deep Dive: Diversified Segments Drive Growth Despite Margin Pressures (StockStory)
Oct-28-25 10:30AM	Principal Financial Q3 Earnings & Revenues Lag Estimates, Dividend Up (Zacks)
09:40AM	Here's Why Principal Financial (PFG) is a Strong Value Stock (Zacks)
Oct-27-25 07:30PM	Principal Financial (PFG) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:35PM	Principal Financial (PFG) Q3 Earnings and Revenues Lag Estimates (Zacks)
04:34PM	Principal Financial: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces Third Quarter 2025 Results (Business Wire)
Oct-25-25 11:05PM	Principal Financial Group (PFG) Q3 Earnings: What To Expect (StockStory)
Oct-23-25 10:47AM	Is a Beat in the Cards for Principal Financial This Earnings Season? (Zacks)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DEANNA STRABLE-SOETHOUT	Officer	Sep 03 '26	Proposed Sale	111.31	55,140	6,137,633		Sep 03 04:33 PM
AMY FRIEDRICH	Officer	Aug 07 '26	Proposed Sale	115.41	35,680	4,117,829		Aug 07 04:38 PM
DEANNA STRABLE-SOETHOUT	Officer	Jun 12 '26	Proposed Sale	109.69	30,708	3,368,361		Jun 12 04:44 PM
DEANNA STRABLE-SOETHOUT	Officer	Jun 11 '26	Proposed Sale	109.21	19,767	2,158,754		Jun 11 04:27 PM
Cheong Wee Yee	President - Asia & Middle East	May 21 '26	Sale	103.16	7,534	777,207	66,443	May 22 10:08 AM
Cheong Wee Yee	President - Asia & Middle East	May 20 '26	Sale	103.06	3,211	330,926	73,977	May 22 10:08 AM
WEE YEE CHEONG	Officer	May 21 '26	Proposed Sale	103.16	7,534	777,239		May 21 04:34 PM
WEE YEE CHEONG	Officer	May 20 '26	Proposed Sale	103.06	3,211	330,922		May 20 04:15 PM
Cheong Wee Yee	President - Asia & Middle East	May 01 '26	Sale	101.26	9,183	929,871	77,188	May 04 12:27 PM
Cheong Wee Yee	President - Asia & Middle East	Apr 30 '26	Sale	101.01	4,737	478,484	86,371	May 04 12:27 PM
WEE YEE CHEONG	Officer	May 01 '26	Proposed Sale	101.26	9,183	929,892		May 01 04:04 PM
Cheong Wee Yee	President - Asia & Middle East	Apr 29 '26	Sale	101.00	1,080	109,080	91,108	Apr 30 05:03 PM
Djurasovic George	Interim General Counsel	Apr 28 '26	Sale	100.83	2,571	259,234	21,906	Apr 30 05:03 PM
Djurasovic George	Interim General Counsel	Apr 30 '26	Sale	99.63	1	99	21,905	Apr 30 05:03 PM
WEE YEE CHEONG	Officer	Apr 30 '26	Proposed Sale	101.01	4,737	478,481		Apr 30 04:12 PM
WEE YEE CHEONG	Officer	Apr 29 '26	Proposed Sale	101.00	1,080	109,082		Apr 29 04:11 PM
GEORGE DJURASOVIC	Officer	Apr 28 '26	Proposed Sale	100.83	2,571	259,240		Apr 28 04:12 PM
Muruzabal Claudio	Director	Feb 09 '26	Buy	97.09	5	485	11,203	Mar 25 03:51 PM
KAMAL BHATIA	Officer	Mar 02 '26	Proposed Sale	95.42	2,899	276,623		Mar 02 04:42 PM
KEN MCCULLUM	Officer	Mar 02 '26	Proposed Sale	95.42	1,616	154,199		Mar 02 04:42 PM
KEN MCCULLUM	Officer	Feb 25 '26	Proposed Sale	94.85	3,071	291,284		Feb 25 04:29 PM
KAMAL BHATIA	Officer	Feb 25 '26	Proposed Sale	94.85	5,570	528,314		Feb 25 04:28 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 30 '26	Sale	95.00	7,340	697,300	136,828	Feb 02 12:42 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 29 '26	Sale	95.12	9,300	884,616	144,168	Jan 30 02:46 PM
DEANNA STRABLE-SOETHOUT	Officer	Jan 29 '26	Proposed Sale	94.05	16,640	1,564,992		Jan 29 04:11 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 22 '26	Sale	92.56	8,025	742,794	54,227	Jan 26 12:11 PM
DWIGHT SOETHOUT	Officer	Jan 22 '26	Proposed Sale	91.09	8,025	730,997		Jan 22 04:33 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 08 '26	Sale	92.50	300	27,750	62,252	Jan 12 01:11 PM
DWIGHT SOETHOUT	Officer	Jan 08 '26	Proposed Sale	90.88	300	27,264		Jan 08 04:24 PM
DEANNA STRABLE-SOETHOUT	Officer	Dec 18 '25	Proposed Sale	89.37	68,040	6,080,735		Dec 18 04:24 PM
KEN MCCULLUM	Officer	Dec 10 '25	Proposed Sale	88.21	5,130	452,517		Dec 10 04:21 PM
KAMAL BHATIA	Officer	Dec 10 '25	Proposed Sale	88.21	2,921	257,661		Dec 10 04:14 PM
Cheong Wee Yee	EVP, Principal Asia	Nov 12 '25	Sale	85.04	1,887	160,470	81,421	Nov 13 10:39 AM
WEE YEE CHEONG	Officer	Nov 12 '25	Proposed Sale	85.04	1,887	160,473		Nov 12 04:18 PM

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

PresidentMs. Deanna Dawnette Strable-Soethout

Executive VP & CFOMr. Joel Michael Pitz

President of Benefits & ProtectionMs. Amy Christine Friedrich

President of Retirement & Income SolutionsMr. Christopher James Littlefield

President & CEO of Principal Asset ManagementMr. Kamal Bhatia C.F.A.

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PFG

Principal Financial Group Inc

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