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

Company Overview

Principal Financial Group (NASDAQ: PFG) is a global financial services company headquartered in Des Moines, Iowa, that provides a range of retirement, investment and insurance solutions to individuals, employers and institutional clients. The firm’s business is organized around retirement services, asset management, and insurance products designed to help clients plan, invest for, and protect income over the long term.

Principal’s product and service offerings include retirement plan recordkeeping and administration for employer-sponsored plans, individual and group retirement annuities, life and disability insurance, employee benefits solutions, and wealth management services. Its asset management operations offer mutual funds and institutional investment strategies across equities, fixed income and alternative asset classes, serving both retail and institutional investors.

While Principal’s core market is the United States, the company also conducts international asset management and insurance activities and serves global institutional clients through its investment platforms. Its client base spans individuals saving for retirement, plan sponsors and fiduciaries, and institutional investors seeking outsourced investment management and advice.

With operations centered on delivering retirement security and related financial products, Principal has evolved from its origins in Des Moines into a diversified financial services firm. The company is governed by a board of directors and an executive leadership team and operates within the regulatory frameworks applicable to insurers, retirement plan providers and investment managers.

Key Stats

• Today's Range: $99.57 to $101.32
• 50-Day Range: $85.07 to $100.91
• 52-Week Range: $75.00 to $101.90
• Volume: 935,636 shs
• Average Volume: 1.45 million shs
• Market Capitalization: $21.79 billion
• P/E Ratio: 14.43
• Dividend Yield: 3.17%
• Price Target: $95.33
• Consensus Rating: Hold

Principal Financial Group Stock Analysis - MarketRank™

Principal Financial Group scored higher than 83% of companies evaluated by MarketBeat, and ranked 373rd out of 879 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: 2.1 / 5
• Analyst Rating: Hold

Consensus Rating

Principal Financial Group has received a consensus rating of Hold. The company's average rating score is 2.10, and is based on no strong buy ratings, 2 buy ratings, 7 hold ratings, and 1 sell rating.

Downside Risk

Principal Financial Group has a consensus price target of $95.33, representing about 5.5% downside from its current price of $100.87.

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: 9.24%

Earnings Growth

Earnings for Principal Financial Group are expected to grow by 9.24% in the coming year, from $9.31 to $10.17 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Principal Financial Group is 14.43, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.04.

Price to Earnings Ratio vs. Sector

The P/E ratio of Principal Financial Group is 14.43, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 23.27.

Price to Earnings Growth Ratio

Principal Financial Group has a PEG Ratio of 0.94. 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 1.84. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

4.12% 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 6.75.

Change versus previous month

Short interest in Principal Financial Group has recently increased by 7.20%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Principal Financial Group pays a meaningful dividend of 3.22%, higher than the bottom 25% of all stocks that pay dividends.

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 45.78%. 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 31.47% next year. This indicates that Principal Financial Group will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.7 / 5
• News Sentiment: 0.87

News Sentiment

Principal Financial Group has a news sentiment score of 0.87. 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 0.71 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 25 news articles for Principal Financial Group this week, compared to 4 articles on an average week.

Search Interest

9 people have searched for PFG on MarketBeat in the last 30 days. This is an increase of 125% compared to the previous 30 days.

Company Ownership

• Score: 2.2 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Principal Financial Group insiders have sold 366,244.12% more of their company's stock than they have bought. Specifically, they have bought $485.00 in company stock and sold $1,776,769.00 in company stock.

Percentage Held by Insiders

1.13% 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 $88.21 at the beginning of 2026. Since then, PFG stock has increased by 14.4% and is now trading at $100.87.

How were Principal Financial Group's earnings last quarter?

Principal Financial Group, Inc. (NASDAQ:PFG) posted its quarterly earnings data on Wednesday, April, 29th. The company reported $2.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.01 by $0.06. The company earned $3.53 billion during the quarter, compared to the consensus estimate of $4.11 billion. Principal Financial Group had a trailing twelve-month return on equity of 16.25% and a net margin of 10.10%.
Read the conference call transcript.

Who are Principal Financial Group's major shareholders?

Top institutional shareholders of Principal Financial Group include Bank of New York Mellon Corp (0.55%), Hsbc Holdings PLC (0.36%), Sumitomo Mitsui Trust Group Inc. (0.24%) and Fort Washington Investment Advisors Inc. OH (0.19%). Insiders that own company stock include Deanna D Strable-Soethout, Wee Yee Cheong, George Djurasovic and Claudio Muruzabal.
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 ExxonMobil (XOM), JPMorgan Chase & Co. (JPM), Meta Platforms (META), NVIDIA (NVDA), Tesla (TSLA), Home Depot (HD) and Chevron (CVX).

Company Calendar

• Record date for 3/27 Dividend: 3/11/2026
• Ex-Dividend for 3/27 Dividend: 3/11/2026
• Dividend Payable: 3/27/2026
• Last Earnings: 4/29/2026
• Today: 5/05/2026
• AGM 2026: 5/19/2026
• Record date for 6/26 Dividend: 6/01/2026
• Ex-Dividend for 6/26 Dividend: 6/01/2026
• Dividend Payable: 6/26/2026
• Fiscal Year End: 12/31/2026

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: 11,600
• Year Founded: 1879

Price Target and Rating

• Average Price Target for Principal Financial Group: $95.33
• High Price Target: $108.00
• Low Price Target: $87.00
• Potential Upside/Downside: -5.5%
• Consensus Rating: Hold
• Rating Score (0-4): 2.10
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $6.99
• Trailing P/E Ratio: 14.43
• Forward P/E Ratio: 10.83
• P/E Growth: 0.94
• Net Income: $1.19 billion
• Net Margins: 10.10%
• Pretax Margin: 12.09%
• Return on Equity: 16.25%
• Return on Assets: 0.57%

Debt

• Debt-to-Equity Ratio: 0.33
• Current Ratio: 0.27
• Quick Ratio: 0.27

Sales & Book Value

• Annual Sales: $15.63 billion
• Price / Sales: 1.39
• Cash Flow: $9.93 per share
• Price / Cash Flow: 10.16
• Book Value: $54.85 per share
• Price / Book: 1.84

Miscellaneous

• Outstanding Shares: 216,010,000
• Free Float: 213,571,000
• Market Cap: $21.79 billion
• Optionable: N/A
• Beta: 0.89