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PFG Overview

-
$
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
97.020
Open
95.560
VWAP
96.26
Vol
1.20M
Mkt Cap
20.82B
Low
95.560
Amount
115.74M
EV/EBITDA(TTM)
11.60
Total Shares
216.45M
EV
20.85B
EV/OCF(TTM)
4.60
P/S(TTM)
1.36
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

News

CNBC
4.5
04-17CNBC
Wall Street Optimism Rises Amid Ceasefire Hopes
  • Market Rebound: The S&P 500 and Nasdaq Composite reached all-time highs this week, with the S&P 500 surpassing 7,100 for the first time, reflecting strong investor confidence in economic recovery and suggesting further upward momentum for equities.
  • Earnings Expectations: According to FactSet, the S&P 500 is projected to have a blended growth rate of 12.5% in Q1, with 78% of reporting companies exceeding expectations, providing a positive backdrop for the upcoming earnings season that could further bolster market confidence.
  • Oil Price Volatility: While oil prices have fallen to around $80 per barrel, significantly below the $110 peak during the conflict, the market must remain vigilant regarding the potential impacts of U.S.-Iran tensions on global supply chains, particularly concerning the safety of transit through the Strait of Hormuz.
  • Technical Fragility: Despite the market's strong short-term performance, analyst Craig Johnson warns that the rapid transition from oversold to overbought conditions masks underlying macroeconomic risks, urging investors to remain cautious and focus on high-quality investment opportunities.
moomoo
6.0
04-08moomoo
BARCLAYS LOWERS TARGET PRICE FOR PRINCIPAL FINANCIAL GROUP TO $84 FROM $85
  • Target Price Adjustment: Barclays has reduced its target price for a financial group from $85 to $84.
  • Market Implications: This adjustment may reflect changing market conditions or company performance expectations.
CNBC
7.0
04-04CNBC
Challenges and Opportunities in Retirement Savings
  • Importance of Retirement Planning: Gregory Hutchison, after nearly 44 years at IBM, retired in 2021 with close to $1 million in his 401(k), and while he enjoys a relatively comfortable life, he regrets not consulting a financial advisor sooner to avoid unexpected tax and expense issues.
  • Risks of Market Volatility: New retirees face significant risks from market volatility, as evidenced by record-high hardship withdrawals from 401(k) plans last year, indicating that many savers are forced to tap into their retirement funds in emergencies, potentially jeopardizing their long-term financial stability.
  • Diversification of Asset Allocation: Financial advisors recommend that retirement savers diversify their funds across different types of accounts to allow for more flexible access in emergencies, thereby avoiding hefty penalties and taxes associated with early withdrawals.
  • Calculating Retirement Income: Many savers are surprised to find that their actual living expenses in retirement are significantly lower than their working income, often only needing about $75,000 annually, highlighting the importance of careful retirement income planning.
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.
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
BofA
Neutral
maintain
$96 -> $92
AI Analysis
2026-04-14
Reason
BofA
Price Target
$96 -> $92
AI Analysis
2026-04-14
maintain
Neutral
Reason
BofA lowered the firm's price target on Principal Financial to $92 from $96 and keeps a Neutral rating on the shares. The firm adjusted price target among its U.S. insurance coverage to reflect Q4 events and changes to peer multiples.
UBS
Michael Ward
Neutral
maintain
$92 -> $94
2026-04-09
Reason
UBS
Michael Ward
Price Target
$92 -> $94
2026-04-09
maintain
Neutral
Reason
UBS analyst Michael Ward raised the firm's price target on Principal Financial to $94 from $92 and keeps a Neutral 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 10.58. 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
10.58
Current PE
9.39
Overvalued PE
11.76
Undervalued PE
9.39

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
11.94
Current EV/EBITDA
7.97
Overvalued EV/EBITDA
64.27
Undervalued EV/EBITDA
-40.38

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
1.24
Current PS
1.14
Overvalued PS
1.40
Undervalued PS
1.09

Financials

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Quarterly

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Whales Holding PFG

W
WEDGE Capital Management LLP
Holding
PFG
+11.34%
3M Return
N
Nissay Asset Management Corporation
Holding
PFG
+6.87%
3M Return
C
Conning, Inc.
Holding
PFG
+5.81%
3M Return
H
Henssler Asset Management LLC
Holding
PFG
+5.42%
3M Return
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Weiss Asset Management, LLC
Holding
PFG
+1.42%
3M Return
N
North Star Asset Management, Inc
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+0.64%
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 96.19 USD — it has increased 0.02

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 April 20 2026.

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

Today PFG has the market capitalization of 20.82B USD.