Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S1.55
P/E—
Fwd P/E10.97
PEG1.06
52W— – —
RSI—
Target$107.08 (-5.4%)
Beta0.89
Div2.80%
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RSI (14)
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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.
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 57
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
5Bullish
0Bearish
0Neutral
▲ Bull Flag — Breakout after +11% pole — bullish continuation
▲ Bull Flag — Breakout after +11% pole — bullish continuation
▲ Double Bottom — Two lows ~$99.33 — bullish reversal confirmed
▲ Bull Flag — Breakout after +10% pole — bullish continuation
▲ Double Bottom — Two lows ~$102.75 — bullish reversal confirmed
View overlays on the price chart via Chart tab → Pattern Overlays.
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
BuyHoldSell
Price Target Range
$107.08
-5.4% upside
Low $92
—
High $125
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| B of A Securities | Underperform | — | ↔ Maintain | 2026-07-28 |
| Evercore ISI Group | In-Line | — | ↔ Maintain | 2026-07-28 |
| Wells Fargo | Equal-Weight | — | ↔ Maintain | 2026-07-22 |
| JP Morgan | Neutral | — | ↔ Maintain | 2026-07-21 |
| Keefe, Bruyette & Woods | Market Perform | — | ↔ Maintain | 2026-07-13 |
| Jefferies | Hold | — | ↔ Maintain | 2026-07-10 |
| Barclays | Underweight | — | ↔ Maintain | 2026-07-07 |
| Morgan Stanley | Equal-Weight | — | ↔ Maintain | 2026-07-06 |
| Piper Sandler | Overweight | — | ↔ Maintain | 2026-06-24 |
| Raymond James | Outperform | Strong Buy → Outperform | ▼ Downgrade | 2026-05-19 |
| UBS | Neutral | — | ↔ Maintain | 2026-04-09 |
B of A Securities
2026-07-28
Underperform
↔ Maintain
Evercore ISI Group
2026-07-28
In-Line
↔ Maintain
Wells Fargo
2026-07-22
Equal-Weight
↔ Maintain
JP Morgan
2026-07-21
Neutral
↔ Maintain
Keefe, Bruyette & Woods
2026-07-13
Market Perform
↔ Maintain
Jefferies
2026-07-10
Hold
↔ Maintain
Barclays
2026-07-07
Underweight
↔ Maintain
Morgan Stanley
2026-07-06
Equal-Weight
↔ Maintain
Piper Sandler
2026-06-24
Overweight
↔ Maintain
Raymond James
2026-05-19
Outperform
(from Strong Buy)
▼ Downgrade
UBS
2026-04-09
Neutral
↔ Maintain
Profitability
Gross Margin
47.34%TTM
Op. Margin
13.50%TTM
ROE
12.95%TTM
Rev. Growth
6.40%YoY
Free Cash Flow
N/ATTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
33.67MRQ
Current Ratio
1.82MRQ
Cash
6.15BMRQ
Total Debt
4.34BMRQ
Net Debt
—MRQ
Income
Div. Yield
2.80%TTM
Annual Rate
3.36Fwd
Payout Ratio
44.91%TTM
Dividend History
Payout Ratio (TTM): 44.91%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-06-01 | $0.8200 | 0.80% |
| 2026-03-11 | $0.8000 | 0.91% |
| 2025-12-03 | $0.7900 | 0.94% |
| 2025-09-04 | $0.7800 | 0.98% |
| 2025-06-02 | $0.7600 | 1.02% |
| 2025-03-12 | $0.7500 | 0.96% |
| 2024-12-02 | $0.7300 | 0.90% |
| 2024-09-05 | $0.7200 | 0.96% |
| 2024-06-03 | $0.7100 | 0.94% |
| 2024-03-11 | $0.6900 | 0.94% |
| 2023-11-30 | $0.6700 | 0.99% |
| 2023-09-06 | $0.6500 | 0.94% |
| 2023-05-31 | $0.6400 | 1.09% |
| 2023-03-14 | $0.6400 | 0.98% |
| 2022-11-30 | $0.6400 | 0.81% |
| 2022-09-07 | $0.6400 | 0.97% |
| 2022-06-01 | $0.6400 | 1.03% |
| 2022-03-09 | $0.6400 | 1.12% |
| 2021-11-30 | $0.6400 | 1.09% |
| 2021-08-31 | $0.6300 | 1.12% |
| 2021-06-02 | $0.6100 | 1.11% |
| 2021-02-26 | $0.5600 | 1.19% |
| 2020-12-01 | $0.5600 | 1.38% |
| 2020-08-31 | $0.5600 | 1.64% |
| 2020-05-29 | $0.5600 | 1.81% |
| 2020-02-28 | $0.5600 | 1.60% |
| 2019-12-02 | $0.5500 | 1.31% |
| 2019-09-04 | $0.5500 | 1.35% |
| 2019-05-31 | $0.5400 | 1.37% |
| 2019-03-01 | $0.5400 | 1.39% |
| 2018-11-30 | $0.5400 | 1.46% |
| 2018-09-05 | $0.5300 | 1.28% |
| 2018-06-01 | $0.5200 | 1.25% |
| 2018-03-02 | $0.5100 | 1.15% |
| 2017-12-01 | $0.4900 | 0.96% |
| 2017-08-30 | $0.4700 | 1.05% |
| 2017-06-01 | $0.4600 | 1.01% |
| 2017-03-02 | $0.4500 | 1.02% |
| 2016-12-01 | $0.4300 | 1.05% |
| 2016-08-31 | $0.4100 | 1.20% |
How PFG Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 24.29B |
| Enterprise Value | 23.23B |
| Trailing P/E | 16.36 |
| Forward P/E | 10.97 |
| PEG Ratio (5yr) | 1.06 |
| Price/Sales (ttm) | 1.55 |
| Price/Book (mrq) | 2.07 |
| EV/Revenue | 1.48 |
| EV/EBITDA | 10.58 |
Share Statistics
| Avg Vol (3m) | 1.37M |
| Shares Outstanding | 214.60M |
| Float | 213.30M |
| % Held by Insiders | 1.10% |
| % Held by Institutions | 81.51% |
| Short Ratio | 5.76 |
| Short % of Float | 4.58% |
Profitability
| Gross Margin | 47.34% |
| Operating Margin (ttm) | 13.50% |
| Profit Margin | 9.93% |
| Return on Assets (ttm) | 0.36% |
| Return on Equity (ttm) | 12.95% |
Income Statement
| Revenue (ttm) | 15.69B |
| Revenue Growth (yoy) | 6.40% |
| Gross Profit (ttm) | 7.43B |
| EBITDA | 2.19B |
| Net Income (ttm) | 1.56B |
| Diluted EPS (ttm) | 6.92 |
| EPS Growth (yoy) | 2.80% |
Balance Sheet
| Total Cash (mrq) | 6.15B |
| Total Debt (mrq) | 4.34B |
| Debt / Equity (mrq) | 33.67 |
| Current Ratio (mrq) | 1.82 |
| Book Value / Share | 54.59 |
| Operating CF (ttm) | N/A |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 0.89 |
| 50-Day MA | 108.42 |
| 200-Day MA | 94.60 |
| Fwd Dividend Yield | 294.00% |
| Payout Ratio | 44.91% |
Ownership Breakdown
Institutional 81.51%
Insider 1.10%
Public 17.4%
Short Interest
4.58% 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 | Value |
|---|---|---|---|---|---|
| 2026-06-26 | BEAMS MARY ELIZABETH | Director | Stock Award(Grant) at price 0.00 per share. | 109 | — |
| 2026-06-26 | AGRAWAL VIVEK | Officer | Stock Award(Grant) at price 0.00 per share. | 234 | — |
| 2026-06-26 | BHATIA KAMAL | Officer | Stock Award(Grant) at price 0.00 per share. | 430 | — |
| 2026-06-26 | PITZ JOEL | Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 236 | — |
| 2026-06-26 | FRIEDRICH AMY CHRISTINE | Officer | Stock Award(Grant) at price 0.00 per share. | 599 | — |
| 2026-06-26 | CHEONG WEE YEE | Officer | Stock Award(Grant) at price 0.00 per share. | 368 | — |
| 2026-06-26 | MURUZABAL CLAUDIO | Director | Stock Award(Grant) at price 0.00 per share. | 100 | — |
| 2026-06-26 | KAY KATHLEEN B | Chief Technology Officer | Stock Award(Grant) at price 0.00 per share. | 398 | — |
| 2026-06-26 | MCCULLUM KENNETH A. | Officer | Stock Award(Grant) at price 0.00 per share. | 73 | — |
| 2026-06-26 | NORDIN DIANE C | Director | Stock Award(Grant) at price 0.00 per share. | 217 | — |
| 2026-06-26 | RIVERA ALFREDO | Director | Stock Award(Grant) at price 0.00 per share. | 117 | — |
| 2026-06-26 | MILLS SCOTT M | Director | Stock Award(Grant) at price 0.00 per share. | 253 | — |
| 2026-06-26 | RICHER CLARE STACK | Director | Stock Award(Grant) at price 0.00 per share. | 142 | — |
| 2026-06-26 | AUERBACH JONATHAN | Director | Stock Award(Grant) at price 0.00 per share. | 166 | — |
| 2026-06-26 | HOCHSCHILD ROGER C | Director | Stock Award(Grant) at price 0.00 per share. | 294 | — |
| 2026-06-26 | PICKERELL BLAIR CHILTON | Director | Stock Award(Grant) at price 0.00 per share. | 281 | — |
| 2026-06-26 | LITTLEFIELD CHRISTOPHER J. | Officer | Stock Award(Grant) at price 0.00 per share. | 559 | — |
| 2026-06-26 | MITCHELL H ELIZABETH | Director | Stock Award(Grant) at price 0.00 per share. | 80 | — |
| 2026-06-26 | CARTER-MILLER JOCELYN E. CPA | Director | Stock Award(Grant) at price 0.00 per share. | 669 | — |
| 2026-06-26 | STRABLE-SOETHOUT DEANNA D | Chief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 656 | — |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Chief Executive Officer | Stock Award(Grant) at price 109.69 - 111.12 per share. | 50,475 | $5,580,362 |
| 2026-06-08 | BROWN TIMOTHY W | General Counsel | Stock Award(Grant) at price 0.00 per share. | 22,279 | — |
| 2026-05-21 | CHEONG WEE YEE | Officer | Sale at price 103.06 - 103.16 per share. | 10,745 | $1,108,133 |
| 2026-05-19 | BEAMS MARY ELIZABETH | Director | Stock Award(Grant) at price 0.00 per share. | 2,175 | — |
| 2026-05-19 | MURUZABAL CLAUDIO | Director | Stock Award(Grant) at price 0.00 per share. | 2,175 | — |
BEAMS MARY ELIZABETH
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
109 sh
—
AGRAWAL VIVEK
Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
234 sh
—
BHATIA KAMAL
Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
430 sh
—
PITZ JOEL
Chief Financial Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
236 sh
—
FRIEDRICH AMY CHRISTINE
Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
599 sh
—
CHEONG WEE YEE
Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
368 sh
—
MURUZABAL CLAUDIO
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
100 sh
—
KAY KATHLEEN B
Chief Technology Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
398 sh
—
MCCULLUM KENNETH A.
Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
73 sh
—
NORDIN DIANE C
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
217 sh
—
RIVERA ALFREDO
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
117 sh
—
MILLS SCOTT M
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
253 sh
—
RICHER CLARE STACK
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
142 sh
—
AUERBACH JONATHAN
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
166 sh
—
HOCHSCHILD ROGER C
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
294 sh
—
PICKERELL BLAIR CHILTON
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
281 sh
—
LITTLEFIELD CHRISTOPHER J.
Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
559 sh
—
MITCHELL H ELIZABETH
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
80 sh
—
CARTER-MILLER JOCELYN E. CPA
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-26
669 sh
—
STRABLE-SOETHOUT DEANNA D
Chief Executive Officer
Stock Award(Grant) at price 0.00 per share.
2026-06-26
656 sh
—
STRABLE-SOETHOUT DEANNA D
Chief Executive Officer
Stock Award(Grant) at price 109.69 - 111.12 per share.
2026-06-12
50,475 sh
$5,580,362
BROWN TIMOTHY W
General Counsel
Stock Award(Grant) at price 0.00 per share.
2026-06-08
22,279 sh
—
CHEONG WEE YEE
Officer
Sale at price 103.06 - 103.16 per share.
2026-05-21
10,745 sh
$1,108,133
BEAMS MARY ELIZABETH
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-19
2,175 sh
—
MURUZABAL CLAUDIO
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-19
2,175 sh
—