PFG
Principal Financial Group, Inc. NASDAQ Listed Oct 23, 2001$109.57
-0.59%
vs $110.22
Mkt Cap $23.7B
52w Low $75.00
93.3% of range
52w High $112.07
50d MA $101.57
200d MA $90.71
P/E (TTM)
20.9x
EV/EBITDA
-2.9x
P/B
2.0x
Debt/Equity
0.3x
ROE
13.2%
P/FCF
5.6x
RSI (14)
68.30
ATR (14)
$1.93
Beta
0.88
50d MA
$101.57
200d MA
$90.71
Avg Volume
1.2M
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 Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension 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, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life 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 in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
711 High Street · Des Moines, IA 50392 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | AMC | 2.01 | 2.07 | +3.0% | 97.00 | +3.7% | +2.4% | +0.4% | +0.3% | -0.4% | +1.3% | — |
| Feb 9, 2026 | AMC | 2.23 | 2.19 | -1.8% | 95.93 | -1.5% | -2.4% | -0.9% | -2.5% | -0.1% | +1.8% | — |
| Oct 27, 2025 | AMC | 2.20 | 2.10 | -4.5% | 79.57 | +2.3% | +3.3% | +0.3% | +0.4% | +1.6% | -1.2% | — |
| Jul 28, 2025 | AMC | 1.97 | 2.16 | +9.6% | 80.39 | +3.4% | -0.2% | -4.5% | +1.6% | -3.0% | +0.5% | — |
| Apr 24, 2025 | AMC | 1.82 | 1.81 | -0.5% | 75.00 | -0.9% | -2.1% | +0.6% | +1.0% | -0.6% | -0.1% | — |
| Feb 6, 2025 | AMC | 1.93 | 1.94 | +0.5% | 80.00 | +3.6% | +2.9% | +2.5% | +1.3% | -0.6% | +2.4% | — |
| Oct 24, 2024 | AMC | 1.99 | 1.76 | -11.6% | 89.65 | -3.1% | -6.6% | +0.9% | -0.4% | +0.4% | -2.4% | — |
| Jul 25, 2024 | AMC | 1.84 | 1.63 | -11.4% | 84.42 | -4.4% | -3.4% | -0.1% | +0.5% | -0.4% | -2.5% | — |
| Apr 25, 2024 | AMC | 1.73 | 1.65 | -4.6% | 81.06 | -2.6% | -2.4% | +1.7% | -1.6% | +0.9% | +0.8% | — |
| Feb 12, 2024 | AMC | 1.70 | 1.83 | +7.6% | 78.94 | +2.6% | +0.4% | -0.7% | +2.9% | -1.1% | +0.3% | — |
| Oct 26, 2023 | AMC | 1.65 | 1.72 | +4.2% | 68.35 | +5.8% | -1.0% | +0.1% | -0.1% | -0.6% | +4.9% | — |
| Jul 27, 2023 | AMC | 1.65 | 1.53 | -7.3% | 83.20 | -2.5% | -4.4% | +0.5% | -1.0% | -0.8% | +1.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 19 | Raymond James | Downgrade | Strong Buy → Outperform | $111 | $102.40 | $102.36 | -0.0% | -1.2% | +1.7% | +1.1% | -0.1% | +0.8% |
| Apr 27 | Evercore ISI | Maintains | In Line → In Line | — | $99.34 | $99.12 | -0.2% | +0.4% | +0.3% | -0.4% | +1.3% | +0.2% |
| Apr 24 | Barclays | Maintains | Underweight → Underweight | — | $97.00 | $100.59 | +3.7% | +2.4% | +0.4% | +0.3% | -0.4% | +1.3% |
| Apr 14 | BofA Securities | Maintains | Neutral → Neutral | — | $93.55 | $93.55 | +0.0% | +0.6% | +0.6% | -0.7% | +2.3% | +0.0% |
| Apr 10 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $92.32 | $91.91 | -0.4% | -0.6% | +1.9% | +0.6% | +0.6% | -0.7% |
| Apr 9 | UBS | Maintains | Neutral → Neutral | — | $94.20 | $93.48 | -0.8% | -2.0% | -0.6% | +1.9% | +0.6% | +0.6% |
| Apr 8 | Barclays | Maintains | Underweight → Underweight | — | $91.06 | $92.87 | +2.0% | +3.4% | -2.0% | -0.6% | +1.9% | +0.6% |
| Mar 3 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $95.83 | $92.66 | -3.3% | -2.3% | -0.2% | +0.0% | -1.3% | -1.8% |
| Feb 25 | Wells Fargo | Upgrade | Underweight → Equal Weight | — | $94.85 | $95.09 | +0.3% | -0.2% | +3.0% | -2.1% | +0.4% | -2.3% |
| Feb 10 | BofA Securities | Maintains | Neutral → Neutral | — | $95.93 | $94.48 | -1.5% | -2.4% | -0.9% | -2.5% | -0.1% | +1.8% |
| Jan 13 | Wells Fargo | Maintains | Underweight → Underweight | — | $90.20 | $90.18 | -0.0% | -1.3% | +2.5% | -0.3% | -2.7% | +0.1% |
| Jan 8 | UBS | Maintains | Neutral → Neutral | — | $90.88 | $90.88 | +0.0% | +0.9% | -1.6% | -0.1% | -1.3% | +2.5% |
| Jan 5 | JP Morgan | Downgrade | Overweight → Neutral | — | $89.42 | $88.54 | -1.0% | +1.2% | +1.4% | -1.0% | +0.9% | -1.6% |
| Dec 23 | Piper Sandler | Maintains | Overweight → Overweight | — | $89.24 | $89.69 | +0.5% | +0.3% | +0.1% | -0.2% | -0.4% | -0.2% |
| Oct 30 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $82.43 | $82.43 | +0.0% | +0.4% | +1.6% | -1.2% | -1.2% | -1.1% |
| Oct 29 | Wells Fargo | Maintains | Underweight → Underweight | — | $82.20 | $81.70 | -0.6% | +0.3% | +0.4% | +1.6% | -1.2% | -1.2% |
| Oct 23 | Morgan Stanley | Upgrade | Underweight → Equal Weight | — | $79.14 | $79.74 | +0.8% | +0.4% | +0.2% | -0.1% | +3.3% | +0.3% |
| Oct 9 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $81.77 | $82.17 | +0.5% | +1.1% | -4.0% | +0.3% | +2.0% | -0.5% |
| Oct 9 | Evercore ISI | Maintains | In Line → In Line | — | $81.77 | $82.17 | +0.5% | +1.1% | -4.0% | +0.3% | +2.0% | -0.5% |
| Oct 8 | Barclays | Maintains | Underweight → Underweight | — | $83.57 | $83.64 | +0.1% | -2.2% | +1.1% | -4.0% | +0.3% | +2.0% |
| Oct 8 | Wells Fargo | Maintains | Underweight → Underweight | — | $83.57 | $83.64 | +0.1% | -2.2% | +1.1% | -4.0% | +0.3% | +2.0% |
| Oct 7 | Morgan Stanley | Maintains | Underweight → Underweight | — | $84.18 | $84.52 | +0.4% | -0.7% | -2.2% | +1.1% | -4.0% | +0.3% |
| Aug 18 | Morgan Stanley | Maintains | Underweight → Underweight | — | $77.64 | $77.44 | -0.3% | +0.1% | +1.2% | +0.2% | -0.1% | +2.6% |
| Aug 4 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $75.53 | $75.92 | +0.5% | +0.5% | +0.3% | +0.9% | -1.6% | +1.3% |
| Jul 30 | Wells Fargo | Maintains | Underweight → Underweight | — | $80.19 | $80.15 | -0.0% | -4.5% | +1.6% | -3.0% | +0.5% | +0.3% |
| Jul 29 | UBS | Maintains | Neutral → Neutral | — | $80.39 | $83.16 | +3.4% | -0.2% | -4.5% | +1.6% | -3.0% | +0.5% |
| Jul 14 | Morgan Stanley | Maintains | Underweight → Underweight | — | $80.37 | $80.17 | -0.2% | +0.7% | -1.9% | +0.6% | +1.4% | +0.1% |
| Jul 10 | Wells Fargo | Maintains | Underweight → Underweight | — | $80.86 | $81.06 | +0.2% | +0.9% | -1.5% | +0.7% | -1.9% | +0.6% |
| Jul 9 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $81.48 | $81.71 | +0.3% | -0.8% | +0.9% | -1.5% | +0.7% | -1.9% |
| Jul 8 | JP Morgan | Maintains | Overweight → Overweight | — | $80.19 | $80.55 | +0.4% | +1.6% | -0.8% | +0.9% | -1.5% | +0.7% |
| Jul 7 | Barclays | Maintains | Underweight → Underweight | — | $81.00 | $80.80 | -0.2% | -1.0% | +1.6% | -0.8% | +0.9% | -1.5% |
| Jul 3 | Piper Sandler | Maintains | Overweight → Overweight | — | $80.51 | $80.87 | +0.4% | +0.6% | -1.0% | +1.6% | -0.8% | +0.9% |
| May 19 | Morgan Stanley | Maintains | Underweight → Underweight | — | $81.55 | $81.01 | -0.7% | -0.3% | -0.9% | -3.9% | -0.0% | -0.4% |
| May 7 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $76.34 | $76.95 | +0.8% | +1.6% | +1.7% | +0.1% | +3.5% | +0.0% |
| May 6 | Morgan Stanley | Maintains | Underweight → Underweight | — | $76.56 | $76.12 | -0.6% | -0.3% | +1.6% | +1.7% | +0.1% | +3.5% |
| Apr 29 | Wells Fargo | Maintains | Underweight → Underweight | — | $73.87 | $73.38 | -0.7% | +1.0% | -0.6% | -0.1% | +3.7% | -0.4% |
| Apr 29 | UBS | Maintains | Neutral → Neutral | — | $73.87 | $73.38 | -0.7% | +1.0% | -0.6% | -0.1% | +3.7% | -0.4% |
| Apr 29 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $73.87 | $73.38 | -0.7% | +1.0% | -0.6% | -0.1% | +3.7% | -0.4% |
| Apr 11 | Barclays | Maintains | Underweight → Underweight | — | $71.96 | $71.96 | +0.0% | +0.9% | +1.1% | -0.5% | -2.0% | +0.7% |
| Apr 10 | Morgan Stanley | Maintains | Underweight → Underweight | — | $77.27 | $75.55 | -2.2% | -6.9% | +0.9% | +1.1% | -0.5% | -2.0% |
| Apr 10 | Wells Fargo | Maintains | Underweight → Underweight | — | $77.27 | $75.55 | -2.2% | -6.9% | +0.9% | +1.1% | -0.5% | -2.0% |
| Apr 2 | UBS | Maintains | Neutral → Neutral | — | $85.15 | $84.14 | -1.2% | +1.2% | -8.0% | -8.0% | -1.8% | -2.9% |
| Apr 2 | Piper Sandler | Maintains | Overweight → Overweight | — | $85.15 | $84.14 | -1.2% | +1.2% | -8.0% | -8.0% | -1.8% | -2.9% |
| Feb 19 | Wells Fargo | Maintains | Underweight → Underweight | — | $86.60 | $86.00 | -0.7% | -0.5% | +0.4% | -2.5% | +0.9% | +0.3% |
| Feb 12 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $85.45 | $85.18 | -0.3% | -0.6% | +2.4% | -1.5% | +1.1% | -0.5% |
| Feb 10 | Piper Sandler | Maintains | Overweight → Overweight | — | $82.33 | $82.78 | +0.5% | +2.5% | +1.3% | -0.6% | +2.4% | -1.5% |
| Feb 7 | Barclays | Maintains | Underweight → Underweight | — | $80.00 | $82.91 | +3.6% | +2.9% | +2.5% | +1.3% | -0.6% | +2.4% |
| Jan 21 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $81.66 | $81.70 | +0.0% | +1.1% | -1.1% | +0.3% | -0.0% | +1.0% |
| Jan 16 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $80.08 | $79.70 | -0.5% | +1.3% | +0.6% | +1.1% | -1.1% | +0.3% |
| Jan 14 | Wells Fargo | Maintains | Underweight → Underweight | — | $77.80 | $77.70 | -0.1% | +1.3% | +1.6% | +1.3% | +0.6% | +1.1% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Cheong Wee YeeOff | President - Asia & Middle East | Sell | 9,183 | $101.26 | $930K | 77,188 | +1.42% | -0.31% |
| Apr 30, 2026 | Cheong Wee YeeOff | President - Asia & Middle East | Sell | 4,737 | $101.01 | $478K | 86,371 | +1.42% | -0.31% |
| Apr 30, 2026 | Djurasovic GeorgeOff | Interim General Counsel | Sell | — | $99.63 | — | 21,905 | +0.18% | -1.50% |
| Apr 29, 2026 | Cheong Wee YeeOff | President - Asia & Middle East | Sell | 1,080 | $101.00 | $109K | 91,108 | +0.18% | -1.50% |
| Apr 28, 2026 | Djurasovic GeorgeOff | Interim General Counsel | Sell | 2,571 | $100.83 | $259K | 21,906 | +0.18% | -1.50% |
8-K
Principal Financial Group, Inc. -- 8-K Filing
Principal Financial Group declared its Q1 2026 common stock dividend while affirming its capital return strategy, signaling management confidence in sustained earnings generation and financial stability.
Apr 23
8-K · 7.01
! Medium
Principal Financial Group, Inc. -- 8-K 7.01: Regulation FD Disclosure
Principal Financial Group's assets under management reached $770.2 billion as of March 31, 2026, with $578.0 billion managed through its Investment Management division.
Apr 20
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
A key Florida real estate executive's internal advancement at Savills signals strengthened regional operations and potential revenue growth from expanded leadership responsibilities in high-value commercial markets.
Mar 26
8-K
Principal Financial Group, Inc. -- 8-K Filing
Principal Financial Group increased its Q1 2026 dividend while delivering strong 2025 earnings growth and positive 2026 guidance, signaling management confidence in sustained profitability across its diversified business segments.
Feb 9
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|---|---|---|---|---|---|
| 1 | Nippon Life Insurance Co | 18,137,000 | $1.6B | — | Mar 2026 |
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| 3 | Vanguard Portfolio Management Llc | 11,264,834 | $1.0B | New | Mar 2026 |
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| 8 | Northern Trust Corp | 3,333,706 | $300M | Reduced | Mar 2026 |
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| 10 | Bank Of New York Mellon Corp | 1,190,553 | $107M | Reduced | Mar 2026 |
| 11 | Ubs Group Ag | 1,166,730 | $105M | Added | Mar 2026 |
| 12 | Jpmorgan Chase & Co | 1,189,593 | $105M | Added | Mar 2026 |
| 13 | Amundi | 1,151,817 | $104M | New | Mar 2026 |
| 14 | Royal Bank Of Canada | 877,645 | $79M | Added | Mar 2026 |
| 15 | Victory Capital Management Inc | 727,924 | $66M | Added | Mar 2026 |
| 16 | Barclays Plc | 726,136 | $65M | Added | Mar 2026 |
| 17 | Nuveen, Llc | 603,915 | $54M | Added | Mar 2026 |
| 18 | Raymond James Financial Inc | 602,197 | $54M | Added | Mar 2026 |
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| 20 | Wells Fargo & Company/mn | 578,610 | $52M | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$23.67B
Enterprise Value
-$4.84B
P/E (TTM)
20.87x
Forward P/E
11.83x
PEG Ratio
-0.78x
P/B
2.00x
P/S
1.58x
P/FCF
5.57x
EV/EBITDA
-2.90x
Shares Out
225.7M
Financials (TTM)
Revenue
$15.63B
Net Income
$1.19B
EBITDA
$1.67B
Free Cash Flow
$4.44B
Op Cash Flow
$4.54B
EPS Basic
$5.32
EPS Diluted
$5.25
EPS Forward
$9.27
Gross Margin
45.2%
Op Margin
9.1%
Net Margin
7.6%
Balance Sheet
Total Assets
$341.38B
Total Liab.
$328.99B
Total Equity
$12.39B
Cash
$33.49B
LT Debt
$3.93B
Book Value/Sh
$54.90
Debt/Equity
0.33x
Current Ratio
30.39
Quick Ratio
30.39
Returns & Growth
ROE
13.2%
ROA
0.5%
ROIC
0.4%
Rev Growth YoY
-3.1%
EPS Growth YoY
-21.4%
Price Returns
2W
+2.8%
1M
+2.7%
3M
+8.6%
6M
+22.2%
12M
+33.0%
Technicals
52W High
$112.07
52W Low
$75.00
50d MA
$101.57
200d MA
$90.71
RSI (14)
68.30
ATR (14)
$1.93
Beta
0.88
Avg Volume
1.2M
Dividends
Div Rate
$3.03
Div Yield
3.0%
Frequency
4
Ex-Div Date
Jun 1, 2026
Analyst Price Targets
Consensus
$94.50
High
$108.00
Low
$85.00
Median
$93.50
Data updated apr 26, 2026 7:22pm
· Source: financialmodelingprep.com