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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
89.420
Open
88.080
VWAP
88.29
Vol
1.18M
Mkt Cap
19.13B
Low
87.205
Amount
103.72M
EV/EBITDA(TTM)
10.66
Total Shares
216.84M
EV
19.16B
EV/OCF(TTM)
4.22
P/S(TTM)
1.25
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)
2026-03-03
12:10:00
Principal Financial Acquires DentaNet Dental Network
select
2026-02-25 (ET)
2026-02-25
16:40:00
Principal Financial Files Automatic Mixed Securities Shelf
select
2026-02-09 (ET)
2026-02-09
19:00:00
U.S. Stock Market Rebounds on Monday, Led by Basic Materials
select
2026-02-09
16:30:00
FY25 Earnings Forecast Raised to $9.32-$9.58
select

News

CNBC
7.0
03-30CNBC
Retirement Investor Protection Rule Struck Down Again
  • Rule Repeal Impact: The U.S. court has struck down the fiduciary rule aimed at enhancing retirement investor protections for the second time, which may lead to retirement investors receiving investment advice that does not serve their best interests, thereby increasing market confusion and uncertainty.
  • Historical Repetition: This event mirrors the previous repeal of a similar rule during the Obama administration, highlighting the financial industry's resistance to regulatory measures through legal challenges, potentially exposing investors to lower protection standards.
  • Investment Decision Risks: Recent data shows that approximately 6 million individuals rolled nearly $700 billion into IRAs in 2022, and the absence of fiduciary rules may diminish the quality of advice surrounding these significant financial decisions, increasing risks for investors.
  • Industry Reaction: The insurance industry welcomed this ruling as a victory for consumers, arguing that the Biden-era rule exceeded the Department's authority, indicating that future investors must be more cautious in selecting advisors to ensure they receive transparent and interest-aligned advice.
CNBC
8.0
03-30CNBC
Labor Department Proposes Easing 401(k) Alternative Asset Rules
  • Proposed Regulation: The U.S. Labor Department has proposed allowing 401(k) plans to more easily include alternative assets such as cryptocurrencies and real estate, responding to President Trump's executive order aimed at enhancing asset diversification for retirement investors, potentially leading to higher returns.
  • Safe Harbor Provision: The new rule establishes a 'safe harbor' to protect plan sponsors from litigation risks and outlines six factors to consider when selecting alternative investments, including performance, fees, and liquidity, which may encourage more 401(k) plans to adopt alternative assets.
  • Investor Concerns: While the new rule could yield higher returns, some financial advisors express concerns that average 401(k) investors may lack the necessary knowledge and experience to manage these more complex investments, potentially leading to increased risks and costs.
  • Policy Context: This proposal is set against the backdrop of the Trump administration's push for broader access to non-traditional asset classes, aiming to counter the cautious stance taken during the Biden administration regarding cryptocurrency investments, reflecting a shift towards greater flexibility and choice for retirement investors.
moomoo
8.5
03-26moomoo
Bonaccord Capital Partners Reveals Minority Stake Acquisition in Prime Finance
  • Investment Announcement: Bonaccord Capital Partners has announced a minority investment in Prime Finance.
  • Strategic Partnership: This investment aims to enhance Prime Finance's growth and operational capabilities.
Newsfilter
6.5
03-18Newsfilter
Principal Financial Group Recognized as One of the 2026 World's Most Ethical Companies
  • Ethical Leadership Recognition: Principal Financial Group has been honored as one of the 2026 World's Most Ethical Companies, marking the 15th time it has received this accolade, which underscores its ongoing commitment to ethics and compliance, thereby enhancing its competitive edge in the financial sector.
  • Employee Culture Building: CEO Deanna Stable stated that this recognition belongs to the employees' daily efforts, emphasizing the core role of ethics and integrity in the company's culture, which boosts employee morale and fosters customer trust.
  • Transparent Assessment Standards: Ethisphere's assessment is grounded in over 240 documented proof points covering corporate governance, compliance programs, and measurement of ethical culture, ensuring fairness and transparency in the selection process, further solidifying Principal's market position.
  • Global Impact: As one of 138 recognized companies, Principal stands out across 19 countries and 41 industries, demonstrating its ability to promote ethical business practices globally, which enhances its brand image and market trust.
CNBC
8.5
03-09CNBC
Challenges in Transferring Small 401(k) Accounts
  • Transfer Issues for Small Accounts: Small 401(k) accounts face transfer challenges when employees change jobs, particularly as Roth accounts cannot be automatically transferred to new 401(k) plans, leaving approximately 31.9 million 401(k) accounts totaling $2.1 trillion stranded with former employers, which negatively impacts workers' retirement savings.
  • Establishment of Auto-Transfer Network: Since late 2023, the Portability Services Network has collaborated with major 401(k) administrators to utilize technology that periodically checks if IRA owners are now in a retirement plan at a new employer, successfully transferring 31,216 IRA accounts into new 401(k) plans.
  • Legislative Change Needed: To address the issue of Roth IRAs not being transferable to 401(k)s, Congress has introduced the Retirement Rollover Flexibility Act, which, if passed, would allow up to $7,000 of Roth IRA funds to be rolled into 401(k)s, providing greater flexibility and clarity for retirement savers.
  • Market Participation Status: Currently, about 21,400 401(k) plans are enrolled in the network, representing 6.5 million participants, and once all participants fully implement auto-portability, it will account for 63% of the market, aiding in the simplification of retirement savings management.
Newsfilter
7.5
03-05Newsfilter
U.S. Businesses Ready for Strategic Investments as Staffing Stabilizes
  • Confidence Rebound: The latest Principal Financial Well-Being Index shows a slight increase in business leaders' sentiment to 6.65 in January 2026 from 6.5 in October 2025, with larger firms (56%) more optimistic about the economic outlook than small to midsized businesses (44%), which may drive future investment decisions.
  • Hiring and Retention Focus: With 92% of employers either maintaining or increasing staffing between October and December 2025, including 47% who are hiring more, businesses are in a 'low-hire, low-fire' equilibrium, emphasizing the retention of specialized talent to meet future market demands.
  • Technology Modernization Priority: A significant 81% of businesses plan technology upgrades in 2026, with 54% focusing on software and 45% on AI, while 42% of employers expect to borrow funds to support these investments, indicating a strong urgency to enhance operational efficiency.
  • Realistic Borrowing Environment: While interest rates remain a concern, businesses show a willingness to invest in key initiatives even at rates as high as 12%, suggesting that urgency in growth strategies outweighs the cost of borrowing, reflecting a proactive approach to future development.
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
Keefe Bruyette
Market Perform
initiated
$92
AI Analysis
2026-03-26
New
Reason
Keefe Bruyette
Price Target
$92
AI Analysis
2026-03-26
New
initiated
Market Perform
Reason
Keefe Bruyette re-initiated coverage of Principal Financial with a Market Perform rating and $92 price target. The life insurance sector presents a mixed fundamental picture, and while companies have reduced liability tail risk, improved free cash flow conversion, and benefited from stronger growth, they face intensifying competition, rising investment leverage, greater balance sheet complexity, and eventual fading macro tailwinds, the analyst tells investors in a research note.
Morgan Stanley
Equal Weight
maintain
$93 -> $95
2026-03-03
Reason
Morgan Stanley
Price Target
$93 -> $95
2026-03-03
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Principal Financial to $95 from $93 and keeps an Equal Weight rating on the shares. The firm is updating its price targets for Insurance - Life/Annuity North America stocks under its coverage, the analyst tells investors. While Morgan Stanley is not concerned about life insurers' exposure to private credit, the broader industry will likely feel pressure on their valuation.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for PFG
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Valuation Metrics

The current forward P/E ratio for Principal Financial Group Inc (PFG.O) is 9.81, compared to its 5-year average forward P/E of 10.64. 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
10.64
Current PE
9.81
Overvalued PE
11.82
Undervalued PE
9.46

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
0.00
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.00
Undervalued EV/EBITDA
0.00

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
1.19
Overvalued PS
1.41
Undervalued PS
1.09

Financials

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Whales Holding PFG

C
Conning, Inc.
Holding
PFG
+8.87%
3M Return
W
WEDGE Capital Management LLP
Holding
PFG
+0.71%
3M Return
H
Henssler Asset Management LLC
Holding
PFG
-4.67%
3M Return
S
Sound Income Strategies, LLC
Holding
PFG
-9.60%
3M Return
N
North Star Asset Management, Inc
Holding
PFG
-10.04%
3M Return
N
Nissay Asset Management Corporation
Holding
PFG
-10.53%
3M Return

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Frequently Asked Questions

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

The current price of PFG is 88.23 USD — it has increased 1.4

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 4.49B USD, increased 13.26

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 2.32 USD, decreased -40.66

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

Principal Financial Group Inc (PFG) has 19700 emplpoyees as of March 31 2026.

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

Today PFG has the market capitalization of 19.13B USD.