P

    Principal Financial Group Inc (PFG)

    Official site

    FINANCIAL SERVICES • ASSET MANAGEMENT • NASDAQ

    $110.16
    -1.25 (-1.12%)

    Market Cap: $23.85B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    63%(25/40)
    Avg Surprise
    +1.68%
    Streak
    3 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$2.50
    Range$2.41 - $2.63
    9 analysts
    EPS Revisions
    3
    0
    7d
    5
    1
    30d
    EPS Estimate Drift
    90d ago$2.45-2.2%
    60d ago$2.45-1.9%
    30d ago$2.48-0.8%
    7d ago$2.52+0.6%
    Current$2.50
    Revenue Consensus
    $4.2B
    Range$4.1B - $4.3B
    3 analysts
    Dec 31, 2026
    EPS Consensus$2.68
    Range$2.25 - $3.00
    11 analysts
    Revenue Consensus
    $3.7B
    Range$3.5B - $3.9B
    5 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.68---
    Sep 26EST
    		-$2.50---
    Jun 26
    		$2.50$2.33+7.30%Beat+15.7%
    Mar 26
    		$2.07$2.01+2.99%Beat+14.4%
    Dec 25
    		$2.24$2.23+0.45%Beat+15.5%
    Sep 25
    		$2.10$2.20-4.55%Miss+19.3%
    Jun 25
    		$2.16$1.97+9.64%Beat+32.5%
    Mar 25
    		$1.81$1.83-1.09%Miss+9.7%
    Dec 24
    		$1.94$1.93+0.52%Beat+6.0%
    Sep 24
    		$1.76$2.01-12.44%Miss+2.3%
    Jun 24
    		$1.63$1.85-11.89%Miss+6.5%
    Mar 24
    		$1.65$1.73-4.62%Miss+11.5%
    Dec 23
    		$1.83$1.69+8.28%Beat+7.6%
    Sep 23
    		$1.72$1.62+6.17%Beat+1.8%
    Jun 23
    		$1.53$1.65-7.27%Miss-7.3%
    Mar 23
    		$1.48$1.49-0.67%Miss-9.2%
    Dec 22
    		$1.70$1.54+10.39%Beat-8.1%
    Sep 22
    		$1.69$1.45+16.55%Beat+0.0%
    Jun 22
    		$1.65$1.39+18.70%Beat-2.9%
    Mar 22
    		$1.63$1.56+4.49%Beat+6.5%
    Dec 21
    		$1.85$1.65+12.12%Beat+25.0%
    Sep 21
    		$1.69$1.59+6.29%Beat+98.8%
    Jun 21
    		$1.70$1.52+11.84%Beat+16.4%
    Mar 21
    		$1.53$1.34+14.18%Beat+33.0%
    Dec 20
    		$1.48$1.43+3.50%Beat+5.0%
    Sep 20
    		$0.85$1.40-39.29%Miss-30.9%
    Jun 20
    		$1.46$1.30+12.31%Beat-3.9%
    Mar 20
    		$1.15$1.16-0.86%Miss-19.6%
    Dec 19
    		$1.41$1.39+1.44%Beat+27.0%
    Sep 19
    		$1.23$1.45-15.17%Miss-26.3%
    Jun 19
    		$1.52$1.40+8.57%Beat+12.6%
    Mar 19
    		$1.43$1.31+9.16%Beat+2.1%
    Dec 18
    		$1.11$1.29-13.95%Miss-6.7%
    Sep 18
    		$1.67$1.69-1.18%Miss+30.5%
    Jun 18
    		$1.35$1.37-1.46%Miss+3.1%
    Mar 18
    		$1.40$1.35+3.70%Beat+10.2%
    Dec 17
    		$1.19$1.36-12.50%Miss-6.3%
    Sep 17
    		$1.28$1.30-1.54%Miss+11.3%
    Jun 17
    		$1.31$1.22+7.38%Beat-
    Mar 17
    		$1.27$1.19+6.72%Beat-
    Dec 16
    		$1.27$1.15+10.43%Beat-
    Sep 16
    		$1.15$1.12+2.68%Beat-

    Dividends

    Dividend Metrics

    Yield2.90%
    Annual/Share$3.19
    Payout Ratio42.63%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+6.36%
    5Y CAGR+6.58%
    View PFG's full dividend history

    Key Metrics

    Valuation
    P/E Ratio12.36EV/EBITDAN/A
    Price/FCF4.86xFCF Yield20.57%
    Profitability
    Profit Margin9.93%Operating Margin12.30%
    ROE13.00%ROIC9.72%
    Financial Health
    Debt/Equity0.36xInterest CoverageN/A
    Current RatioN/AQuick RatioN/A
    Trading Statistics
    Beta0.88Avg Volume998.28K
    52-Week High$116.6152-Week Low$75.84

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$111.55
    SMA 20$112.84
    SMA 50$111.82
    SMA 200$97.40
    EMA 10$111.70
    EMA 20$112.11
    EMA 50$110.77
    EMA 200$99.60

    MACD

    Line: -0.23Signal: 0.13Hist: -0.36

    ADX

    ADX: 14.3+DI: 13.7-DI: 22.3

    Aroon & PSAR

    Aroon Up32.0
    Aroon Down4.0
    PSAR$113.77

    Bollinger Bands

    Upper Band$116.02
    Lower Band$109.67
    %B Position564%(Upper)
    Band Width0.08

    RSI (14-Day)

    Neutral
    41.7

    Momentum Oscillators

    Stoch %K21.5
    Stoch %D28.6
    Williams %R-97.2
    ROC (10d)-2.5%
    Momentum-2.81
    CCI (20d)-115.5
    MFI (14d)38.4

    Volatility Measures

    ATR (14d)$2.09(1.9%)
    StdDev (20d)1.59
    Hist Vol12.6%(Low)

    Volume Flow

    VWAP$110.66
    OBV4.1M
    AD Line-1.2B
    CMF (20d)-0.128

    Volume Metrics

    Avg Vol (20d)990.1K
    Vol Ratio2.1x(High)
    VWMA (20d)$112.86

    Pivot Points

    R3$114.54
    R2$113.90
    R1$112.66
    Pivot Point$112.02
    S1$110.77
    S2$110.13
    S3$108.89

    Advanced Oscillators

    TSI-3.41
    Ultimate Osc45.6
    KST-4.57

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.91B$3.53B$4.58B$3.68B$3.67B$3.70B$4.75B$3.01B$4.31B$4.05B$2.69B$4.60B
    Cost of RevenueN/A$1.63B$2.43B$2.03B$1.85B$2.26B$2.24B$1.95B$2.52B$2.05B$2.49B$1.69B
    Gross ProfitN/A$1.90B$2.15B$1.65B$1.82B$1.44B$2.51B$1.06B$1.79B$2.00B$205.10M$2.91B
    Operating Expenses$3.41B$3.05B$3.94B$3.43B$3.17B$3.67B$3.64B$3.31B$3.87B$3.43B$3.80B$2.99B
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$0$0$0$0$0$0$0$0$0$0$0$0
    Operating IncomeN/A$522.90M$635.60M$248.40M$503.10M$28.90M$1.11B$-293,800,000$443.90M$627.10M$-1,107,200,000$1.60B
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$0$0$0$0$0$0$0$0$0$0$5.60M$0
    Income Before Tax$496.30M$481.80M$635.60M$248.40M$503.10M$28.90M$1.11B$-293,800,000$443.90M$627.10M$-1,107,200,000$1.60B
    Income Tax Expense$66.00M$68.90M$110.40M$14.50M$69.60M$-34,000,000$209.90M$-100,400,000$87.10M$95.10M$-268,000,000$354.80M
    Net Income$430.30M$412.90M$525.20M$233.90M$433.50M$62.90M$902.50M$-193,400,000$356.80M$532.00M$-839,200,000$1.25B
    EBITDA$496.30M$481.80M$635.60M$248.40M$503.10M$28.90M$1.11B$-293,800,000$443.90M$627.10M$-1,107,200,000$1.60B
    EBIT$496.30M$481.80M$635.60M$248.40M$503.10M$28.90M$1.11B$-293,800,000$443.90M$627.10M$-1,107,200,000$1.60B
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $805609
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    -69.6%
    Active Awards
    1
    New Awards (TTM)
    0
    Avg Remaining Term
    5.7 mo

    Top agency: Pension Benefit Guaranty Corporation at 100.0% of trailing twelve month obligations across 1 agencies

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Jefferies Financial Group Inc. Invests $2.89 Million in Essex Property Trust, Inc. $ESS

    Jefferies Financial Group Inc. recently acquired a new stake of 9,909 shares, valued at approximately $2.89 million, in Essex Property Trust, Inc. This investment highlights continued institutional interest, with BlackRock Inc., Geode Capital Management LLC, and Principal Financial Group Inc. also holding significant positions. Essex Property Trust reported strong quarterly earnings, beating analyst estimates, and provided positive guidance for future quarters, leading to a consensus "Moderate Buy" rating among analysts.

    MarketBeat•8/29/26•
    Neutral

    Praesidium Investment Management Company LLC Buys Shares of 67,606 Tyler Technologies, Inc. $TYL

    Praesidium Investment Management Company LLC recently acquired a new stake in Tyler Technologies, Inc. (NYSE:TYL), purchasing 67,606 shares valued at approximately $19.8 million. This acquisition makes Tyler Technologies the fourth largest position in Praesidium's portfolio. Institutional investors and hedge funds now collectively own 93.3% of the company, with several other major firms also adjusting their holdings.

    MarketBeat•8/27/26•
    Somewhat-Bullish

    Principal Financial (PFG) Down 2.2% Since Last Earnings Report: Can It Rebound?

    Principal Financial (PFG) shares have declined by 2.2% since its last earnings report, underperforming the S&P 500. Despite this, the company reported strong Q2 2026 operating earnings that beat estimates, driven by solid underwriting, increased revenues, and growth in its retirement and specialty benefits segments. The article examines whether PFG is poised for a rebound following these mixed results and an upward trend in estimate revisions.

    Yahoo Finance Australia•8/26/26•
    Somewhat-Bullish

    PFG Looks 18.9% Overvalued on GF Value™ as Dividend Sustainability Remains Key

    Principal Financial Group Inc (NASDAQ: PFG) recently expanded its Principal Featured Partner Program, integrating private market strategies into retirement plans. While PFG offers an attractive 2.86% dividend yield with a 39% payout ratio and 6.4% growth, its stock is currently 18.9% overvalued according to its GF Value™ estimate. The company maintains a solid GF Score™ of 71/100, indicating balanced financial health and strong momentum, despite recent net insider selling.

    GuruFocus•8/26/26•
    Neutral

    Blackstone and KKR are among managers in Principal’s expanded private-market program

    Principal Financial Group announced an expansion of its Featured Partner Program to include private market strategies within retirement plans, aiming to offer broader diversification for participants. The program will introduce collective investment trusts (CITs) combining public and private strategies, with participation from major private market managers such as Blackstone, KKR, and Apollo. This initiative seeks to make private market access more practical for retirement plans while maintaining fiduciary oversight and liquidity considerations.

    Stock Titan•8/26/26•
    Neutral

    Frequently Asked Questions About PFG

    What is PFG's current dividend yield?
    Principal Financial Group Inc (PFG) has a current dividend yield of 2.90%.
    Does PFG pay dividends?
    Yes, Principal Financial Group Inc pays dividends with a current yield of 2.90%.
    What is PFG's P/E ratio?
    Principal Financial Group Inc has a price-to-earnings (P/E) ratio of 12.36.
    What is PFG's market cap?
    Principal Financial Group Inc (PFG) has a market capitalization of $23.85B with a current stock price of $110.16.

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