PFG · Principal Financial Group, Inc.

Financial Services NMS United States principal.com ↗
Val Gro Qua Mom Sta Cap P/S1.58 P/E Fwd P/E11.18 PEG1.06 52W –  RSI Target$111.83 (-3.7%) Beta0.87 Div2.77%
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RSI ()
Pattern Overlays
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Asset Management Des Moines, United States 19,700 employees
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.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low 52W High
Position in Range
RSI (14)
0 · Oversold RSI 58 Overbought · 100
Signal Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
10Bullish
5Bearish
0Neutral

Key Signals 4

▲ Double Bottom Major reversal 2026-06-05 · $104.19
Two lows ~$99.33 — bullish reversal confirmed
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▲ Double Bottom Major reversal 2026-07-06 · $112.45
Two lows ~$102.75 — bullish reversal confirmed
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▲ Double Bottom Major reversal 2026-08-03 · $114.9
Two lows ~$105.47 — bullish reversal confirmed
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▲ Double Bottom Major reversal 2026-09-03 · $115.8
Two lows ~$109.83 — bullish reversal confirmed
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Momentum Signals 11

▲ MACD Bullish Crossover 2026-05-22 · $103.03
▲ MACD Bullish Crossover 2026-06-09 · $106.66
▲ Bull Flag 2026-06-23 · $112.23
▲ MACD Bullish Crossover 2026-07-07 · $112.88

View overlays on the price chart via Overview tab → Pattern Overlays.

Next Earnings Oct 26, 2026
Beat Rate 50%
Consensus HOLD
Analyst Upside -3.7%
EPS — History & Forecast
Estimate Beat Miss Forecast
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Revenue — History & Forecast
Revenue Forecast
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EPS Beat Rate
50% 4/8 quarters
Wall Street Consensus
HOLD
2
8
2
BuyHoldSell
Price Target Range
$111.83 -3.7% upside
Low $92 High $125
Consensus Current price
Wall Street Analyst Ratings
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Firm Rating Change Action Date
Profitability
Gross Margin 47.34%Last 12 Months
Operating Margin 12.34%Last 12 Months
Return on Equity 12.95%Last 12 Months
Revenue Growth 6.40%Year over Year
Free Cash Flow 1.06BLast 12 Months
Free Cash Flow Yield Last 12 Months
Balance Sheet
Debt / Equity 35.31Most Recent Quarter
Current Ratio 1.59Most Recent Quarter
Cash 6.37BMost Recent Quarter
Total Debt 4.55BMost Recent Quarter
Net Debt Most Recent Quarter
How PFG Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap24.87B
Enterprise Value23.80B
Trailing P/E16.36
Forward P/E11.18
PEG Ratio (5yr)1.06
Price/Sales (ttm)1.58
Price/Book (mrq)2.05
EV/Revenue1.52
EV/EBITDA11.06
Share Statistics
Avg Vol (3m)1.43M
Shares Outstanding214.10M
Float212.79M
% Held by Insiders1.12%
% Held by Institutions81.33%
Short Ratio9.25
Short % of Float5.43%
Profitability
Gross Margin47.34%
Operating Margin (ttm)12.34%
Profit Margin9.93%
Return on Assets (ttm)0.35%
Return on Equity (ttm)12.95%
Income Statement
Revenue (ttm)15.69B
Revenue Growth (yoy)6.40%
Gross Profit (ttm)7.43B
EBITDA2.15B
Net Income (ttm)1.56B
Diluted EPS (ttm)7.10
EPS Growth (yoy)2.80%
Balance Sheet
Total Cash (mrq)6.37B
Total Debt (mrq)4.55B
Debt / Equity (mrq)35.31
Current Ratio (mrq)1.59
Book Value / Share56.57
Operating CF (ttm)5.01B
Free Cash Flow (ttm)1.06B
Trading & Dividends
Beta (5Y)0.87
50-Day MA112.62
200-Day MA99.36
Fwd Dividend Yield2.92%
Payout Ratio45.44%
Income
Dividend Yield 2.77%Last 12 Months
Annual Rate 3.36Forward
Payout Ratio 45.44%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 45.44%
Monthly Dividends
Ownership Breakdown
Institutional 81.33% Insider 1.12% Public 17.6%
Short Interest 5.43% of float
Moderate
Institutional 13F Holdings

Famous investors who disclosed a position in PFG in their latest SEC 13F filing.

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Insider Transactions
Date Insider Role Transaction Shares Price Value