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

Company Overview

Principal Financial Group (NASDAQ:PFG) is a global financial services company that provides retirement, asset management and insurance solutions. Established in 1879 in Des Moines, Iowa, the firm has grown into a diversified organization offering products and services designed to help individuals and institutions achieve long-term financial security. Principal’s core offerings include retirement plans for employers, individual retirement accounts (IRAs), mutual funds and annuities, as well as group and individual life and disability insurance.

The company operates through several business segments: retirement and income solutions, asset management, and insurance. Its retirement business provides defined contribution and defined benefit plan administration, recordkeeping, and consulting services. Principal Asset Management offers a broad suite of equity, fixed income and alternative strategies for both retail and institutional investors. The insurance segment delivers life insurance, disability income and long-term care insurance products tailored to meet the needs of employers, employees and consumers across multiple markets.

Principal conducts operations in the United States, Latin America and Asia, with offices in key financial centers such as Hong Kong, Singapore, Mexico City and Sao Paulo. This global footprint allows the firm to serve multinational corporations and local employers, and to tailor retirement and investment solutions to regional regulations and cultural norms. In recent years, Principal has leveraged technology and data analytics to enhance its digital platforms, simplify plan administration and improve fiduciary compliance.

Under the leadership of President and Chief Executive Officer Daniel J. Houston, Principal Financial Group has pursued a disciplined growth strategy supported by strategic acquisitions and innovation. The company emphasizes corporate responsibility through sustainable investing, community engagement and environmental stewardship initiatives. Headquartered in Des Moines, Principal remains committed to its founding vision of helping clients build, preserve and distribute wealth across generations.

Key Stats

• Today's Range: $80.53 to $81.66
• 50-Day Range: N/A
• 52-Week Range: $68.39 to $91.97
• Volume: 605,866 shs
• Average Volume: 1.10 million shs
• Market Capitalization: $18.16 billion
• P/E Ratio: 17.34
• Dividend Yield: 3.75%
• Price Target: N/A
• Consensus Rating: N/A

Principal Financial Group Stock Analysis - MarketRank™

Principal Financial Group scored higher than 74% of companies evaluated by MarketBeat, and ranked 1012th out of 2,763 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: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for Principal Financial Group.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Principal Financial Group is 17.34, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.57.

Price to Earnings Ratio vs. Sector

The P/E ratio of Principal Financial Group is 17.34, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 20.07.

Price to Earnings Growth Ratio

Principal Financial Group has a PEG Ratio of 0.82. 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 1.64. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.34% of the float of Principal Financial Group has been sold short.

Short Interest Ratio / Days to Cover

Principal Financial Group has a short interest ratio ("days to cover") of 3.7, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Principal Financial Group has recently decreased by 10.02%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Principal Financial Group is a leading dividend payer. It pays a dividend yield of 3.76%, 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 65.10%. This payout ratio is at a healthy, sustainable level, below 75%.

Sustainability and ESG

• Score: 3.7 / 5
• Environmental Score: -0.51

Percentage of Shares Shorted

2.34% of the float of Principal Financial Group has been sold short.

Short Interest Ratio / Days to Cover

Principal Financial Group has a short interest ratio ("days to cover") of 3.7, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Principal Financial Group has recently decreased by 10.02%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 0.0 / 5
• News Sentiment: N/A

Search Interest

Only 1 people have searched for PFG on MarketBeat in the last 30 days. This is a decrease of -67% 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 $77.89 on January 1st, 2025. Since then, PFG shares have increased by 4.0% and is now trading at $81.00.

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.

Company Calendar

• Today: 7/04/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: INS - MULTI LINE
• Sub-Industry: Insurance
• Current Symbol: NASDAQ:PFG
• Previous Symbol: NASDAQ:PFG
• CIK: 1126328
• Web: N/A
• Phone: (515) 247-5111
• Fax: 302-636-5454
• Employees: 19,700
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): $4.67
• Trailing P/E Ratio: 17.34
• Forward P/E Ratio: N/A
• P/E Growth: 0.82
• Net Income: $1.57 billion
• Net Margins: 6.89%
• Pretax Margin: 8.19%
• Return on Equity: 14.85%
• Return on Assets: 0.53%

Debt

• Debt-to-Equity Ratio: 0.38
• Current Ratio: 0.28
• Quick Ratio: 0.28

Sales & Book Value

• Annual Sales: $15.77 billion
• Price / Sales: 1.15
• Cash Flow: $11.02 per share
• Price / Cash Flow: 7.35
• Book Value: $49.35 per share
• Price / Book: 1.64

Miscellaneous

• Outstanding Shares: 224,191,000
• Free Float: 221,770,000
• Market Cap: $18.16 billion
• Optionable: N/A
• Beta: 0.99