PFG · Principal Financial Group Inc
Financial Services NMS United States principal.com ↗
BULLISH HOLD
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)
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.
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.

Next Earnings Oct 26, 2026
Beat Rate 50%
Consensus HOLD
Analyst Upside -5.4%
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
$107.08 -5.4% upside
Low $92 High $125
Consensus Current price
Wall Street Analyst Ratings
FirmRatingChangeActionDate
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%
DateAmount / ShareYield 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
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap24.29B
Enterprise Value23.23B
Trailing P/E16.36
Forward P/E10.97
PEG Ratio (5yr)1.06
Price/Sales (ttm)1.55
Price/Book (mrq)2.07
EV/Revenue1.48
EV/EBITDA10.58
Share Statistics
Avg Vol (3m)1.37M
Shares Outstanding214.60M
Float213.30M
% Held by Insiders1.10%
% Held by Institutions81.51%
Short Ratio5.76
Short % of Float4.58%
Profitability
Gross Margin47.34%
Operating Margin (ttm)13.50%
Profit Margin9.93%
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
EBITDA2.19B
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 / Share54.59
Operating CF (ttm)N/A
Free Cash Flow (ttm)N/A
Trading & Dividends
Beta (5Y)0.89
50-Day MA108.42
200-Day MA94.60
Fwd Dividend Yield294.00%
Payout Ratio44.91%
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
DateInsiderRoleTransactionSharesValue
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