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

Company Overview

Principal Financial Group is a global financial services company headquartered in Des Moines, Iowa. The firm specializes in providing retirement solutions, insurance products and asset management services to both individual and institutional clients. Through its network of advisors and digital platforms, Principal focuses on helping customers plan for retirement, protect against financial risk and grow their assets over the long term.

The company’s key offerings include defined contribution and defined benefit retirement plans, individual retirement accounts (IRAs), annuities and group retirement services. In addition to retirement planning, Principal provides a range of insurance products—such as life, disability and long-term care insurance—and a suite of investment strategies covering equities, fixed income and alternative assets. Its asset management arm delivers portfolio management, model portfolios and advisory solutions for public and private sector pension funds, corporations and endowments.

Founded in 1879 as the Bankers Life Association, Principal Financial Group has expanded its footprint beyond the United States into Latin America and Asia, serving clients through regional offices and strategic partnerships. The company is led by President and Chief Executive Officer Tim Buckley, who has overseen efforts to enhance digital capabilities and broaden retirement and investment offerings. Principal continues to pursue growth through product innovation, strategic acquisitions and a commitment to fiduciary standards.

Key Stats

• Today's Range: $83.34 to $85.00
• 50-Day Range: $75.53 to $84.26
• 52-Week Range: $68.39 to $91.97
• Volume: 830,325 shs
• Average Volume: 1.25 million shs
• Market Capitalization: $18.75 billion
• P/E Ratio: 16.94
• Dividend Yield: 3.71%
• Price Target: N/A
• Consensus Rating: Hold

Principal Financial Group Stock Analysis - MarketRank™

Principal Financial Group scored higher than 66% of companies evaluated by MarketBeat, and ranked 520th out of 920 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 16.94, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 234.43.

Price to Earnings Ratio vs. Sector

The P/E ratio of Principal Financial Group is 16.94, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 30.29.

Price to Earnings Growth Ratio

Principal Financial Group has a PEG Ratio of 0.80. 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 1.71. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.09% 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 3.8, 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 0.43%, indicating that investor sentiment is improving.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Principal Financial Group is a leading dividend payer. It pays a dividend yield of 3.70%, 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%.

Sustainability and ESG

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

Percentage of Shares Shorted

2.09% 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 3.8, 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 0.43%, indicating that investor sentiment is improving.

News and Social Media

• Score: 0.6 / 5
• News Sentiment: N/A

Search Interest

7 people have searched for PFG on MarketBeat in the last 30 days. This is an increase of 250% 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 at the beginning of the year. Since then, PFG shares have increased by 8.1% and is now trading at $84.18.

How were Principal Financial Group's earnings last quarter?

Principal Financial Group, Inc. (NASDAQ:PFG) released its earnings results on Monday, July, 28th. The company reported $2.16 earnings per share for the quarter, topping the consensus estimate of $1.98 by $0.18. The firm earned $3.69 billion during the quarter, compared to analysts' expectations of $4 billion. Principal Financial Group had a net margin of 7.53% and a trailing twelve-month return on equity of 15.63%.

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

• Last Earnings: 7/28/2025
• Record date for 9/26 Dividend: 9/04/2025
• Ex-Dividend for 9/26 Dividend: 9/04/2025
• Dividend Payable: 9/26/2025
• Today: 10/06/2025
• Next Earnings (Confirmed): 10/27/2025
• 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: 1879

Profitability

• EPS (Trailing Twelve Months): $4.97
• Trailing P/E Ratio: 16.94
• Forward P/E Ratio: N/A
• P/E Growth: 0.8
• Net Income: $1.57 billion
• Net Margins: 7.53%
• Pretax Margin: 8.93%
• Return on Equity: 15.63%
• Return on Assets: 0.55%

Debt

• Debt-to-Equity Ratio: 0.34
• Current Ratio: 0.27
• Quick Ratio: 0.27

Sales & Book Value

• Annual Sales: $15.13 billion
• Price / Sales: 1.24
• Cash Flow: $10.93 per share
• Price / Cash Flow: 7.70
• Book Value: $49.35 per share
• Price / Book: 1.71

Miscellaneous

• Outstanding Shares: 222,768,000
• Free Float: 220,362,000
• Market Cap: $18.75 billion
• Optionable: N/A
• Beta: 1.03