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 ()
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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.
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
Learn more →
▲ 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
Learn more →
Momentum Signals 11
▲ MACD Bullish Crossover
▲ MACD Bullish Crossover
▲ Bull Flag
▲ MACD Bullish Crossover
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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
$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
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 24.87B |
| Enterprise Value | 23.80B |
| Trailing P/E | 16.36 |
| Forward P/E | 11.18 |
| PEG Ratio (5yr) | 1.06 |
| Price/Sales (ttm) | 1.58 |
| Price/Book (mrq) | 2.05 |
| EV/Revenue | 1.52 |
| EV/EBITDA | 11.06 |
Share Statistics
| Avg Vol (3m) | 1.43M |
| Shares Outstanding | 214.10M |
| Float | 212.79M |
| % Held by Insiders | 1.12% |
| % Held by Institutions | 81.33% |
| Short Ratio | 9.25 |
| Short % of Float | 5.43% |
Profitability
| Gross Margin | 47.34% |
| Operating Margin (ttm) | 12.34% |
| Profit Margin | 9.93% |
| 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 |
| EBITDA | 2.15B |
| 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 / Share | 56.57 |
| Operating CF (ttm) | 5.01B |
| Free Cash Flow (ttm) | 1.06B |
Trading & Dividends
| Beta (5Y) | 0.87 |
| 50-Day MA | 112.62 |
| 200-Day MA | 99.36 |
| Fwd Dividend Yield | 2.92% |
| Payout Ratio | 45.44% |
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 |
|---|