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PFG Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
111.292
Open
111.010
VWAP
109.94
Vol
3.40M
Mkt Cap
23.67B
Low
108.950
Amount
373.58M
EV/EBITDA(TTM)
12.96
Total Shares
216.01M
EV
24.14B
EV/OCF(TTM)
6.44
P/S(TTM)
1.59
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.
Show More

Events Timeline

(ET)
2026-06-15
09:30:00
Principal Asset Management Launches Fixed Income ETF Suite
select
2026-05-07 (ET)
2026-05-07
09:10:00
Principal Financial Launches New Integration with Employee Navigator
select
2026-04-28 (ET)
2026-04-28
08:40:00
Principal Financial Appoints Tim Brown as EVP, General Counsel
select
2026-04-23 (ET)
2026-04-23
16:30:00
Deanna Strable: Strong Outlook for Q2 Driven by Fundamentals
select
2026-04-23
16:30:00
Q2 Dividend Payable on June 26, 2026
select

News

Newsfilter
8.5
06-15Newsfilter
Principal Launches New Fixed Income ETF Suite
  • ETF Product Expansion: Principal Asset Management has launched the Principal Fit fixed income ETF suite, which includes four new ETFs designed to enhance investor flexibility and precision in navigating complex market environments, thereby strengthening the firm's competitive position in fixed income.
  • Market Demand Response: As fixed income markets grow more complex, the new suite of ETFs offers targeted investment options across inflation protection, securitized credit, long duration, and collateralized loan obligations, helping investors align with market dynamics and expected returns more effectively.
  • Portfolio Optimization: The newly launched ETFs can be used independently or in combination, supporting investors in making effective asset allocations as interest rates, credit, and inflation conditions evolve, thus enhancing portfolio yield and diversification.
  • Asset Management Strength: Principal Asset Management currently manages approximately $10.4 billion in ETF assets and, with its global investment solutions capabilities, aims to provide unique investment opportunities for over 1,100 institutional clients, further solidifying its leadership position in the asset management industry.
Newsfilter
7.5
06-04Newsfilter
Principal Aligns with State Street for Enhanced Fund Services
  • Deepened Partnership: Principal Financial Group® has selected State Street Corporation to provide custody, fund accounting, and administration services, indicating a focus on scalable infrastructure as it broadens its investment offerings, which is expected to enhance operational efficiency in its mutual fund business.
  • Strategic Alignment: The expanded mandate allows Principal to leverage State Street's global investment servicing platform, further transforming its U.S. wealth and retirement business while improving market responsiveness and service quality.
  • Historical Collaboration: The partnership between State Street and Principal spans over a decade, during which State Street has supported various investment vehicles, including exchange-traded funds (ETFs) and collective investment trusts (CITs), showcasing their joint efforts in diversifying investment products.
  • Market Leadership: State Street operates in over 100 markets globally, with $54.5 trillion in assets under custody and/or administration, and its deep expertise and integrated servicing capabilities further solidify its position as a leading provider of investment servicing solutions.
NASDAQ.COM
9.5
05-29NASDAQ.COM
Principal Financial Group Stock Analysis
  • Valuation Advantage: Principal Financial's price-to-book ratio stands at 1.88X, significantly lower than the industry average of 2.52X, providing a more attractive entry point for value investors, which may enhance stock demand.
  • Earnings Growth Outlook: The consensus estimate for 2026 earnings per share (EPS) indicates a year-over-year increase of 13.2%, with revenues projected at $16.35 billion, reflecting the company's stable growth potential and bolstering market confidence.
  • Asset Management Expansion: As of Q1 2026, total assets under management reached $770 billion, marking a 7% year-over-year increase, showcasing the company's strong performance in asset management and further solidifying its market position.
  • Dividend Increase: The board raised the second-quarter dividend by 8% to 82 cents per share in April 2026, with a dividend yield of 3.1%, surpassing the industry average of 2.6%, which is likely to attract more income-seeking investors.
Newsfilter
6.5
04-28Newsfilter
AM Best Affirms Principal Financial Ratings
  • Financial Strength Rating: AM Best has affirmed the A+ financial strength rating for Principal Life Insurance Company and Principal National Life Insurance Company, reflecting their robust balance sheet and stable operating performance, which is expected to enhance investor confidence and support future capital raising efforts.
  • Stable Credit Ratings: Concurrently, AM Best has confirmed the Long-Term Issuer Credit Ratings of 'aa' for Principal Financial Group, indicating the company's excellent market position and risk management capabilities in the insurance sector, which will help bolster its competitive edge.
  • Capital Adequacy Assessment: Although Principal's capital growth has been limited by dividends to the parent company, its risk-adjusted capitalization remains strong, demonstrating the company's financial resilience in the face of market fluctuations.
  • International Expansion: Principal's increasing presence in international markets supports earnings diversification, further solidifying its leadership position in the global insurance market, which is expected to provide long-term growth opportunities for the company.
Newsfilter
5.0
04-28Newsfilter
Principal Financial Group Appoints Tim Brown as Executive Vice President and General Counsel
  • Executive Appointment: Tim Brown will join Principal Financial Group as Executive Vice President, General Counsel, and Secretary on June 8, 2026, overseeing legal, government relations, and compliance, which is expected to enhance the company's governance and compliance capabilities.
  • Leadership Experience: With extensive leadership experience in the financial services sector, Brown previously served as Chief Legal Officer at Venerable Holdings, demonstrating a proven ability to navigate complexities that will support Principal's long-term growth.
  • Educational Background: Brown holds a Juris Doctor from the University of Michigan Law School and a Bachelor of Science cum laude from Tennessee State University, along with completion of the Harvard Business School Advanced Management Program, showcasing his strong foundation in law and management.
  • Company Vision: Principal Financial Group employs approximately 19,000 individuals dedicated to improving the wealth and well-being of clients, and Brown's addition is anticipated to further drive the company's customer service and compliance management on a global scale.
Newsfilter
2.0
04-27Newsfilter
Short Selling Against U.S. Life Insurance Stocks Surges Over $5 Billion
  • Surge in Short Selling: A Reuters analysis of ORTEX data reveals that short bets against U.S. life insurance stocks have more than doubled in the past year to over $5 billion, reflecting market concerns about exposure to the opaque private credit sector, particularly after bankruptcies and fraud allegations surfaced.
  • Private Credit Risks: Analysts highlight potential structural vulnerabilities in private credit that could impact life and annuity markets, with approximately 35% of U.S. life insurers' balance sheets tied to private lending, raising concerns about future profitability amid low interest rates.
  • Market Reaction: The S&P 500 U.S. insurance index has fallen nearly 5% this year, contrasting with a 4.7% rise in the broader S&P index, indicating pessimistic market expectations for life insurers' earnings, with Barclays analysts projecting a nearly 7% drop in EPS for 15 U.S. life insurance companies.
  • Transparency Issues: Experts estimate that insurers have engaged in approximately $1.54 trillion worth of transactions through opaque subsidiaries, and despite recent regulatory changes, the lack of transparency remains unresolved, potentially eroding investor confidence in these companies.
Wall Street analysts forecast PFG stock price to rise
9 Analyst Rating
Wall Street analysts forecast PFG stock price to rise
1 Buy
6 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
74.00
Averages
91.33
High
103.00
Current: 0.000
sliders
Low
74.00
Averages
91.33
High
103.00
Raymond James
Wilma Burdis
Strong Buy
to
Outperform
downgrade
$99 -> $111
AI Analysis
2026-05-19
Reason
Raymond James
Wilma Burdis
Price Target
$99 -> $111
AI Analysis
2026-05-19
downgrade
Strong Buy
to
Outperform
Reason
Raymond James analyst Wilma Burdis downgraded Principal Financial to Outperform from Strong Buy with a price target of $111, up from $99. Principal Financial management indicated it can sustain roughly 9%-12% core EPS growth in 2026 across a range of macro scenarios, supported by diversified businesses and SMB exposure, with strong Q1 results already reflecting 13% EPS growth, the analyst tells investors in a research note. The company highlighted continued fee and product innovation in Retirement & Income Solutions, disciplined pricing in Specialty Benefits, and a solid asset management pipeline expected to drive medium-term revenue growth of 4%-7%, the firm adds.
Evercore ISI
In Line
maintain
$106 -> $108
2026-04-27
Reason
Evercore ISI
Price Target
$106 -> $108
2026-04-27
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Principal Financial to $108 from $106 and keeps an In Line rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for PFG
Unlock Now

Valuation Metrics

The current forward P/E ratio for Principal Financial Group Inc (PFG.O) is 9.39, compared to its 5-year average forward P/E of 10.55. For a more detailed relative valuation and DCF analysis to assess Principal Financial Group Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.55
Current PE
9.39
Overvalued PE
11.75
Undervalued PE
9.35

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
12.24
Current EV/EBITDA
9.11
Overvalued EV/EBITDA
64.54
Undervalued EV/EBITDA
-40.06

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.25
Current PS
1.35
Overvalued PS
1.40
Undervalued PS
1.09

Financials

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Whales Holding PFG

N
Nissay Asset Management Corporation
Holding
PFG
+19.25%
3M Return
W
WEDGE Capital Management LLP
Holding
PFG
+16.61%
3M Return
W
Weiss Asset Management, LLC
Holding
PFG
+13.44%
3M Return
H
Henssler Asset Management LLC
Holding
PFG
+10.33%
3M Return
N
North Star Asset Management, Inc
Holding
PFG
+7.28%
3M Return
C
Conning, Inc.
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+3.82%
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Frequently Asked Questions

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

The current price of PFG is 109.57 USD — it has decreased -0.59

What is Principal Financial Group Inc (PFG)'s business?

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.

What is the price predicton of PFG Stock?

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 is91.33 USD with a low forecast of 74.00 USD and a high forecast of 103.00 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.

What is Principal Financial Group Inc (PFG)'s revenue for the last quarter?

Principal Financial Group Inc revenue for the last quarter amounts to 3.31B USD, decreased -14.46

What is Principal Financial Group Inc (PFG)'s earnings per share (EPS) for the last quarter?

Principal Financial Group Inc. EPS for the last quarter amounts to 1.93 USD, increased 819.05

How many employees does Principal Financial Group Inc (PFG). have?

Principal Financial Group Inc (PFG) has 19700 emplpoyees as of June 20 2026.

What is Principal Financial Group Inc (PFG) market cap?

Today PFG has the market capitalization of 23.67B USD.