PFG

Principal Financial Group, Inc. NASDAQ

Financial Services ·Insurance - Diversified ·US · principal.com

$99.46

Pre-mkt $100.30 +0.84%

Mkt Cap $21.5B

52w Low $75.00 90.9% of range 52w High $101.90

50d MA $92.59 200d MA $86.53

P/E (TTM) 19.0x

EV/EBITDA 11.6x

P/B 1.8x

Debt/Equity 0.3x

ROE 13.2%

P/FCF 4.5x

RSI (14) —

ATR (14) —

Beta 0.88

50d MA $92.59

200d MA $86.53

Avg Volume 1.7M

About

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 … 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.

Recent Earnings

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%	+2.8%	+3.2%	+2.7%	+4.0%	—
Feb 9, 2026	AMC	2.23	2.19	-1.8%	95.93	-1.5%	-2.4%	-3.3%	-5.7%	-5.8%	-4.1%	—
Oct 27, 2025	AMC	2.20	2.10	-4.5%	79.57	+2.3%	+3.3%	+3.6%	+4.0%	+5.6%	+4.3%	—
Jul 28, 2025	AMC	1.97	2.16	+9.6%	80.39	+3.4%	-0.2%	-4.7%	-3.2%	-6.0%	-5.6%	—
Apr 24, 2025	AMC	1.82	1.81	-0.5%	75.00	-0.9%	-2.1%	-1.5%	-0.5%	-1.1%	-1.2%	—
Feb 6, 2025	AMC	1.93	1.94	+0.5%	80.00	+3.6%	+2.9%	+5.5%	+6.8%	+6.2%	+8.7%	—
Oct 24, 2024	AMC	1.99	1.76	-11.6%	89.65	-3.1%	-6.6%	-5.8%	-6.1%	-5.8%	-8.1%	—
Jul 25, 2024	AMC	1.84	1.63	-11.4%	84.42	-4.4%	-3.4%	-3.5%	-3.1%	-3.4%	-5.9%	—
Apr 25, 2024	AMC	1.73	1.65	-4.6%	81.06	-2.6%	-2.4%	-0.8%	-2.4%	-1.5%	-0.7%	—
Feb 12, 2024	AMC	1.70	1.83	+7.6%	78.94	+2.6%	+0.4%	-0.3%	+2.5%	+1.4%	+1.7%	—
Oct 26, 2023	AMC	1.65	1.72	+4.2%	68.35	+5.8%	-1.0%	-0.9%	-1.0%	-1.6%	+3.2%	—
Jul 27, 2023	AMC	1.65	1.53	-7.3%	83.20	-2.5%	-4.4%	-4.0%	-4.9%	-5.7%	-4.6%	—

Recent Analyst Ratings

Date	Firm	Action	Grade	Target	Base	Open	Gap%	D1%	D2%	D3%	D4%	D5%
Apr 27	Evercore ISI	Maintains	In Line → In Line	—	$99.34	$99.12	-0.2%	+0.4%	+0.7%	+0.3%	+1.6%	+1.8%
Apr 24	Barclays	Maintains	Underweight → Underweight	—	$97.00	$100.59	+3.7%	+2.4%	+2.8%	+3.2%	+2.7%	+4.0%
Apr 14	BofA Securities	Maintains	Neutral → Neutral	—	$93.55	$93.55	+0.0%	+0.6%	+1.2%	+0.5%	+2.8%	+2.8%
Apr 10	Wells Fargo	Maintains	Equal Weight → Equal Weight	—	$92.32	$91.91	-0.4%	-0.6%	+1.3%	+2.0%	+2.6%	+1.8%
Apr 9	UBS	Maintains	Neutral → Neutral	—	$94.20	$93.48	-0.8%	-2.0%	-2.5%	-0.7%	-0.1%	+0.5%
Apr 8	Barclays	Maintains	Underweight → Underweight	—	$91.06	$92.87	+2.0%	+3.4%	+1.4%	+0.8%	+2.7%	+3.4%
Mar 3	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$95.83	$92.66	-3.3%	-2.3%	-2.4%	-2.4%	-3.7%	-5.4%
Feb 25	Wells Fargo	Upgrade	Underweight → Equal Weight	—	$94.85	$95.09	+0.3%	-0.2%	+2.8%	+0.6%	+1.0%	-1.2%
Feb 10	BofA Securities	Maintains	Neutral → Neutral	—	$95.93	$94.48	-1.5%	-2.4%	-3.3%	-5.7%	-5.8%	-4.1%
Jan 13	Wells Fargo	Maintains	Underweight → Underweight	—	$90.20	$90.18	-0.0%	-1.3%	+1.1%	+0.9%	-1.9%	-1.8%
Jan 8	UBS	Maintains	Neutral → Neutral	—	$90.88	$90.88	+0.0%	+0.9%	-0.6%	-0.7%	-2.0%	+0.4%
Jan 5	JP Morgan	Downgrade	Overweight → Neutral	—	$89.42	$88.54	-1.0%	+1.2%	+2.7%	+1.6%	+2.6%	+1.0%
Dec 23	Piper Sandler	Maintains	Overweight → Overweight	—	$89.24	$89.69	+0.5%	+0.3%	+0.4%	+0.2%	-0.2%	-0.4%
Oct 30	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$82.43	$82.43	+0.0%	+0.4%	+2.0%	+0.7%	-0.4%	-1.5%
Oct 29	Wells Fargo	Maintains	Underweight → Underweight	—	$82.20	$81.70	-0.6%	+0.3%	+0.7%	+2.2%	+1.0%	-0.2%
Oct 23	Morgan Stanley	Upgrade	Underweight → Equal Weight	—	$79.14	$79.74	+0.8%	+0.4%	+0.6%	+0.5%	+3.9%	+4.2%
Oct 9	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$81.77	$82.17	+0.5%	+1.1%	-2.9%	-2.6%	-0.6%	-1.1%
Oct 9	Evercore ISI	Maintains	In Line → In Line	—	$81.77	$82.17	+0.5%	+1.1%	-2.9%	-2.6%	-0.6%	-1.1%
Oct 8	Barclays	Maintains	Underweight → Underweight	—	$83.57	$83.64	+0.1%	-2.2%	-1.1%	-5.0%	-4.7%	-2.7%
Oct 8	Wells Fargo	Maintains	Underweight → Underweight	—	$83.57	$83.64	+0.1%	-2.2%	-1.1%	-5.0%	-4.7%	-2.7%
Oct 7	Morgan Stanley	Maintains	Underweight → Underweight	—	$84.18	$84.52	+0.4%	-0.7%	-2.9%	-1.8%	-5.7%	-5.4%
Aug 18	Morgan Stanley	Maintains	Underweight → Underweight	—	$77.64	$77.44	-0.3%	+0.1%	+1.2%	+1.4%	+1.3%	+4.0%
Aug 4	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$75.53	$75.92	+0.5%	+0.5%	+0.8%	+1.7%	+0.1%	+1.4%
Jul 30	Wells Fargo	Maintains	Underweight → Underweight	—	$80.19	$80.15	-0.0%	-4.5%	-2.9%	-5.8%	-5.4%	-5.1%
Jul 29	UBS	Maintains	Neutral → Neutral	—	$80.39	$83.16	+3.4%	-0.2%	-4.7%	-3.2%	-6.0%	-5.6%
Jul 14	Morgan Stanley	Maintains	Underweight → Underweight	—	$80.37	$80.17	-0.2%	+0.7%	-1.2%	-0.7%	+0.7%	+0.9%
Jul 10	Wells Fargo	Maintains	Underweight → Underweight	—	$80.86	$81.06	+0.2%	+0.9%	-0.6%	+0.1%	-1.8%	-1.3%
Jul 9	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$81.48	$81.71	+0.3%	-0.8%	+0.1%	-1.4%	-0.7%	-2.6%
Jul 8	JP Morgan	Maintains	Overweight → Overweight	—	$80.19	$80.55	+0.4%	+1.6%	+0.8%	+1.8%	+0.2%	+0.9%
Jul 7	Barclays	Maintains	Underweight → Underweight	—	$81.00	$80.80	-0.2%	-1.0%	+0.6%	-0.2%	+0.7%	-0.8%
Jul 3	Piper Sandler	Maintains	Overweight → Overweight	—	$80.51	$80.87	+0.4%	+0.6%	-0.4%	+1.2%	+0.4%	+1.4%
May 19	Morgan Stanley	Maintains	Underweight → Underweight	—	$81.55	$81.01	-0.7%	-0.3%	-1.3%	-5.1%	-5.2%	-5.6%
May 7	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$76.34	$76.95	+0.8%	+1.6%	+3.3%	+3.4%	+7.0%	+7.0%
May 6	Morgan Stanley	Maintains	Underweight → Underweight	—	$76.56	$76.12	-0.6%	-0.3%	+1.3%	+3.0%	+3.1%	+6.7%
Apr 29	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$73.87	$73.38	-0.7%	+1.0%	+0.4%	+0.3%	+4.0%	+3.6%
Apr 29	Wells Fargo	Maintains	Underweight → Underweight	—	$73.87	$73.38	-0.7%	+1.0%	+0.4%	+0.3%	+4.0%	+3.6%
Apr 29	UBS	Maintains	Neutral → Neutral	—	$73.87	$73.38	-0.7%	+1.0%	+0.4%	+0.3%	+4.0%	+3.6%
Apr 11	Barclays	Maintains	Underweight → Underweight	—	$71.96	$71.96	+0.0%	+0.9%	+2.0%	+1.6%	-0.4%	+0.3%
Apr 10	Morgan Stanley	Maintains	Underweight → Underweight	—	$77.27	$75.55	-2.2%	-6.9%	-6.0%	-5.0%	-5.4%	-7.3%
Apr 10	Wells Fargo	Maintains	Underweight → Underweight	—	$77.27	$75.55	-2.2%	-6.9%	-6.0%	-5.0%	-5.4%	-7.3%
Apr 2	UBS	Maintains	Neutral → Neutral	—	$85.15	$84.14	-1.2%	+1.2%	-6.8%	-14.3%	-15.9%	-18.3%
Apr 2	Piper Sandler	Maintains	Overweight → Overweight	—	$85.15	$84.14	-1.2%	+1.2%	-6.8%	-14.3%	-15.9%	-18.3%
Feb 19	Wells Fargo	Maintains	Underweight → Underweight	—	$86.60	$86.00	-0.7%	-0.5%	-0.0%	-2.6%	-1.7%	-1.4%
Feb 12	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$85.45	$85.18	-0.3%	-0.6%	+1.8%	+0.2%	+1.3%	+0.9%
Feb 10	Piper Sandler	Maintains	Overweight → Overweight	—	$82.33	$82.78	+0.5%	+2.5%	+3.8%	+3.2%	+5.6%	+4.0%
Feb 7	Barclays	Maintains	Underweight → Underweight	—	$80.00	$82.91	+3.6%	+2.9%	+5.5%	+6.8%	+6.2%	+8.7%
Jan 21	RBC Capital	Maintains	Sector Perform → Sector Perform	—	$81.66	$81.70	+0.0%	+1.1%	+0.0%	+0.3%	+0.2%	+1.2%
Jan 16	RBC Capital	Maintains	Sector Perform → Sector Perform	—	$80.08	$79.70	-0.5%	+1.3%	+2.0%	+3.1%	+2.0%	+2.2%
Jan 14	Wells Fargo	Maintains	Underweight → Underweight	—	$77.80	$77.70	-0.1%	+1.3%	+2.9%	+4.3%	+5.0%	+6.1%
Jan 10	Keefe, Bruyette & Woods	Maintains	Market Perform → Market Perform	—	$78.33	$77.30	-1.3%	-2.5%	-0.7%	+0.7%	+2.2%	+3.6%

Recent Filings

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

Data updated apr 26, 2026 7:22pm · Source: massive.com