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PFG

Principal Financial Group Inc
$
81.050
+0.72(0.896%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
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Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
81.140
Open
80.500
VWAP
80.78
Vol
737.93K
Mkt Cap
18.17B
Low
80.160
Amount
59.61M
EV/EBITDA(TTM)
15.21
Total Shares
234.38M
EV
19.02B
EV/OCF(TTM)
3.81
P/S(TTM)
1.20
Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals, and institutional clients a range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. The Company's segments include Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail, and high-net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability and life insurance.
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Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q4
FY2025Q3
FY2025Q2
4.17B
+2.06%
2.115
+9.01%
4.06B
+10.7%
2.138
+21.48%
4.00B
-1.77%
2.003
+22.88%
Estimates Revision
The market is revising Upward the revenue expectations for Principal Financial Group, Inc. (PFG) for FY2025, with the revenue forecasts being adjusted by 0.25% over the past three months. During the same period, the stock price has changed by 9.72%.
Revenue Estimates for FY2025
Revise Upward
up Image
+0.25%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
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-0.44%
In Past 3 Month
Stock Price
Go Up
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+9.72%
In Past 3 Month
12 Analyst Rating
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5.43% Upside
Wall Street analysts forecast PFG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PFG is 85.45 USD with a low forecast of 73.00 USD and a high forecast of 101.00  USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
6 Hold
3 Sell
Hold
up Image
5.43% Upside
Current: 81.050
sliders
Low
73.00
Averages
85.45
High
101.00
Morgan Stanley
Bob Huang
Underweight
maintain
$71 -> $75
2025-07-14
Reason
Morgan Stanley analyst Bob Huang raised the firm's price target on Principal Financial to $75 from $71 and keeps an Underweight rating on the shares.
Wells Fargo
Underweight
maintain
$69 -> $73
2025-07-10
Reason
Wells Fargo raised the firm's price target on Principal Financial to $73 from $69 and keeps an Underweight rating on the shares ahead of quarterly results. The firm says the focus should be on pricing, loss trend, and reserves for P&C companies, organic and margin for brokers, and sales/VII/capital for life companies.
Barclays
Alex Scott
Underweight
maintain
$76 -> $80
2025-07-07
Reason
Barclays analyst Alex Scott raised the firm's price target on Principal Financial to $80 from $76 and keeps an Underweight rating on the shares as part of a Q2 earnings preview for the North America life insurance group. The firm says equity market strength has lifted long-term earnings and results in upward revisions to its 2026-2027 estimates. It recommends exposure to names with equity leverage and capital flexibility. Barclays highlights Jackson Financial (JXN) as a key Overweight.
Piper Sandler
John Barnidge
Overweight
maintain
$88 -> $89
2025-07-03
Reason
Piper Sandler analyst John Barnidge raised the firm's price target on Principal Financial to $89 from $88 and keeps an Overweight rating on the shares. The firm is reducing its EPS estimates in the space driven by continued fee and spread headwinds. This was confirmed by a rather challenging pre-announcement of variable investment income from MetLife (MET) in late June suggesting this swing factor for a large chunk of lifecoland got sequentially worse, which also - in Piper's opinion - pushes out the normalization factor towards 2026.
Morgan Stanley
Bob Huang
Equal Weight
maintain
$67 -> $71
2025-05-19
Reason
Morgan Stanley analyst Bob Huang raised the firm's price target on Principal Financial to $71 from $67 and keeps an Equal Weight rating on the shares. The firm is updating its price targets on stocks under its coverage in the Life Insurance sector, the analyst tells investors. Morgan Stanley notes core results held up well and a rebound is expected to occur in 2H25. Overall, valuation is attractive for the sector, the firm says.
Barclays
Alex Scott
Sell
Maintains
$80 → $76
2025-04-11
Reason

Valuation Metrics

The current forward P/E ratio for Principal Financial Group Inc (PFG.O) is 9.75, compared to its 5-year average forward P/E of 10.39. For a more detailed relative valuation and DCF analysis to assess Principal Financial Group Inc 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PE
10.39
Current PE
9.75
Overvalued PE
11.87
Undervalued PE
8.91

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.52
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
2.24
Undervalued EV/EBITDA
-1.20

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PS
1.21
Current PS
1.10
Overvalued PS
1.42
Undervalued PS
1.01

Financials

Annual
Quarterly
FY2025Q1
YoY :
0.00%
3.87B
Total Revenue
FY2025Q1
YoY :
-44.52%
238.60M
Operating Profit
FY2025Q1
YoY :
-88.18%
62.90M
Net Income after Tax
FY2025Q1
YoY :
-90.54%
0.21
EPS - Diluted
FY2025Q1
YoY :
+69.35%
960.90M
Free Cash Flow
FY2025Q1
YoY :
+32.70%
31.49
FCF Margin - %
FY2025Q1
YoY :
-88.21%
1.62
Net Margin - %
FY2025Q1
6.91
ROIC

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
0
0.0
Volume
Months
6-9
1
51.5K
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months

PFG News & Events

Events Timeline

2025-07-16 (ET)
2025-07-16
16:19:28
Principal Financial reports June-end AUM $752.7B
select
2025-05-20 (ET)
2025-05-20
16:19:08
Principal Financial names Joel Pitz as Executive Vice President and CFO
select
2025-05-19 (ET)
2025-05-19
13:03:06
MetLife appoints Jane Slusark as CCO
select
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News

9.0
07-18NASDAQ.COM
Principal Urges Shareholders To Reject Below-Market Mini-Tender Offer From Potemkin
8.0
07-17NASDAQ.COM
YieldBoost Principal Financial Group To 22.2% Using Options
7.5
07-17Newsfilter
Principal® Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans
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FAQ

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What is Principal Financial Group Inc (PFG) stock price today?

The current price of PFG is 81.05 USD — it has increased 0.9 % in the last trading day.

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