Principal Financial Group (PFG) Stock Price, News & Analysis

Company Overview

Principal Financial Group, traded on the NYSE under the symbol PFG, is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Established in 1879, the firm has grown into a diversified provider of retirement, asset management and insurance solutions for individuals, employers and institutions. Principal Financial Group’s offerings span a broad array of products designed to help clients plan and prepare for their financial futures.

The company’s core business activities include administering defined contribution and defined benefit retirement plans, offering annuities and mutual funds, and providing life and disability income insurance. Through its retirement and income Solutions segment, Principal works with plan sponsors to design and manage workplace benefit programs. Its asset management arm develops investment portfolios across fixed income, equities and alternative strategies, serving both retail and institutional investors. In addition, the insurance division offers protection products that help clients manage risk and preserve wealth.

Principal Financial Group maintains a presence in key markets around the world, with operations in the United States, Asia, Australia, Latin America and select European markets. Its international platform includes client service centers and distribution partnerships in Hong Kong, Singapore, Brazil, Mexico and Chile. This global footprint allows the firm to serve multinational employers, high-net-worth individuals and local institutions with tailored financial solutions that reflect regional needs and regulatory environments.

Leadership at Principal is headed by Daniel J. Houston, who serves as chairman, president and chief executive officer. Under his direction, the company has emphasized digital innovation, client engagement and sustainable investment practices. Through a combination of disciplined risk management and strategic acquisitions, Principal Financial Group continues to focus on long-term growth while delivering retirement security and financial peace of mind for its diverse client base.

Key Stats

• Today's Range: $79.38 to $80.19
• 50-Day Range: $75.53 to $81.60
• 52-Week Range: $68.39 to $91.97
• Volume: 383,034 shs
• Average Volume: 1.39 million shs
• Market Capitalization: $17.74 billion
• P/E Ratio: 11.92
• Dividend Yield: 3.92%
• Price Target: $86.90
• Consensus Rating: Reduce

Principal Financial Group Stock Analysis - MarketRank™

Principal Financial Group scored higher than 80% of companies evaluated by MarketBeat, and ranked 297th out of 936 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.0 / 5
• Analyst Rating: Reduce

Consensus Rating

Principal Financial Group has received a consensus rating of Reduce. The company's average rating score is 1.90, and is based on 2 buy ratings, 5 hold ratings, and 3 sell ratings.

Amount of Analyst Coverage

Principal Financial Group has been the subject of 7 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.8 / 5
• Proj. Earnings Growth: 9.41%

Earnings Growth

Earnings for Principal Financial Group are expected to grow by 9.41% in the coming year, from $8.50 to $9.30 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Principal Financial Group is 11.94, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 269.56.

Price to Earnings Ratio vs. Sector

The P/E ratio of Principal Financial Group is 11.94, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 227.52.

Price to Earnings Growth Ratio

Principal Financial Group has a PEG Ratio of 0.76. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

Principal Financial Group has a P/B Ratio of 1.61. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for PFG.

Dividend

• Score: 3.3 / 5
• Dividend Strength: Strong

Dividend Leadership

Principal Financial Group is a leading dividend payer. It pays a dividend yield of 3.79%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Principal Financial Group has only been increasing its dividend for 2 years.

Dividend Coverage

The dividend payout ratio of Principal Financial Group is 62.78%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Principal Financial Group will have a dividend payout ratio of 33.55% next year. This indicates that Principal Financial Group will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Short Interest

There is no current short interest data available for PFG.

News and Social Media

• Score: 3.7 / 5
• News Sentiment: 1.60

News Sentiment

Principal Financial Group has a news sentiment score of 1.60. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 1.07 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 14 news articles for Principal Financial Group this week, compared to 12 articles on an average week.

Search Interest

2 people have searched for PFG on MarketBeat in the last 30 days. This is an increase of 100% compared to the previous 30 days.

MarketBeat Follows

Only 2 people have added Principal Financial Group to their MarketBeat watchlist in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Principal Financial Group insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 1.08% of the stock of Principal Financial Group is held by insiders.

Percentage Held by Institutions

75.08% of the stock of Principal Financial Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

PFG Stock Analysis - Frequently Asked Questions

How have PFG shares performed this year?

Principal Financial Group's stock was trading at $77.41 at the beginning of 2025. Since then, PFG stock has increased by 2.9% and is now trading at $79.6340.

How were Principal Financial Group's earnings last quarter?

Principal Financial Group, Inc. (NYSE:PFG) issued its earnings results on Monday, July, 28th. The company reported $2.16 earnings per share for the quarter, topping the consensus estimate of $1.97 by $0.19. Principal Financial Group had a net margin of 9.74% and a trailing twelve-month return on equity of 14.68%.

Is Principal Financial Group buying back stock?

Principal Financial Group's board authorized a stock repurchase plan on Monday, February 12th 2024, which allows the company to repurchase $1,500,000,000 in shares, according to EventVestor. This means that the company could buy up to 7.9% of its stock through open market purchases. Stock buyback plans are often a sign that the company's board believes its shares are undervalued.

Who are Principal Financial Group's major shareholders?

Top institutional shareholders of Principal Financial Group include Vanguard Group Inc. (12.28%), Bank of America Corp DE (5.55%), State Street Corp (4.80%) and Geode Capital Management LLC (2.46%). Insiders that own company stock include Wee Yee Cheong and Kenneth A Mccullum.
View institutional ownership trends.

How do I buy shares of Principal Financial Group?

Shares of PFG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Principal Financial Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Principal Financial Group investors own include Exxon Mobil (XOM), JPMorgan Chase & Co. (JPM), Meta Platforms (META), NVIDIA (NVDA), Tesla (TSLA), Home Depot (HD) and Chevron (CVX).

Company Calendar

• Record date for 6/27 Dividend: 6/02/2025
• Ex-Dividend for 6/27 Dividend: 6/02/2025
• Dividend Payable: 6/27/2025
• Last Earnings: 7/28/2025
• Today: 9/03/2025
• Record date for 9/26 Dividend: 9/04/2025
• Ex-Dividend for 9/26 Dividend: 9/04/2025
• Dividend Payable: 9/26/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Accident & health insurance
• Sub-Industry: Insurance
• Current Symbol: NYSE:PFG
• CIK: 1126328
• Web: www.principal.com
• Phone: 515-247-5111
• Fax: 302-636-5454
• Employees: 19,300
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Principal Financial Group: $86.90
• High Price Target: $101.00
• Low Price Target: $72.00
• Potential Upside/Downside: +8.7%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.90
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $4.97
• Trailing P/E Ratio: 11.97
• Forward P/E Ratio: 9.40
• P/E Growth: 0.76
• Net Income: $1.57 billion
• Net Margins: 9.74%
• Pretax Margin: 11.72%
• Return on Equity: 14.68%
• Return on Assets: 0.52%

Debt

• Debt-to-Equity Ratio: 0.36
• Current Ratio: 0.29
• Quick Ratio: 0.30

Sales & Book Value

• Annual Sales: $15.13 billion
• Price / Sales: 1.18
• Cash Flow: $10.11 per share
• Price / Cash Flow: 7.91
• Book Value: $49.35 per share
• Price / Book: 1.62

Miscellaneous

• Outstanding Shares: 222,768,000
• Free Float: 226,302,000
• Market Cap: $17.81 billion
• Optionable: Optionable
• Beta: 1.03