Principal Financial/$PFG
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About Principal Financial
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
Ticker
$PFG
Sector
Primary listing
Employees
19,700
Headquarters
Website
PFG Metrics
BasicAdvanced
$18B
16.11
$4.96
0.99
$2.96
3.80%
Price and volume
Market cap
$18B
Beta
0.99
52-week high
$91.20
52-week low
$68.39
Average daily volume
1.3M
Dividend rate
$2.96
Financial strength
Current ratio
1.659
Quick ratio
0.497
Long term debt to equity
33.082
Total debt to equity
35.165
Dividend payout ratio (TTM)
58.74%
Interest coverage (TTM)
32.68%
Profitability
EBITDA (TTM)
1,738.35
Gross margin (TTM)
45.15%
Net profit margin (TTM)
7.53%
Operating margin (TTM)
9.85%
Effective tax rate (TTM)
10.74%
Revenue per employee (TTM)
$770,000
Management effectiveness
Return on assets (TTM)
0.29%
Return on equity (TTM)
10.39%
Valuation
Price to earnings (TTM)
16.112
Price to revenue (TTM)
1.199
Price to book
1.56
Price to tangible book (TTM)
2.09
Price to free cash flow (TTM)
4.218
Free cash flow yield (TTM)
23.71%
Free cash flow per share (TTM)
18.954
Dividend yield (TTM)
3.70%
Forward dividend yield
3.80%
Growth
Revenue change (TTM)
-3.34%
Earnings per share change (TTM)
-5.39%
3-year revenue growth (CAGR)
-4.32%
10-year revenue growth (CAGR)
2.95%
3-year earnings per share growth (CAGR)
-32.58%
10-year earnings per share growth (CAGR)
2.51%
3-year dividend per share growth (CAGR)
5.10%
10-year dividend per share growth (CAGR)
7.62%
What the Analysts think about PFG
Analyst ratings (Buy, Hold, Sell) for Principal Financial stock.
Bulls say / Bears say
Non-GAAP operating earnings per diluted share, excluding significant variances, increased 18% year-over-year to $2.07 in Q2 2025, demonstrating strong underlying profitability
Assets under administration grew 7% to $1.7378 trillion, and assets under management increased 8% to $752.7 billion year-over-year, evidencing solid asset growth
The company returned $320 million to shareholders in Q2 2025—including $150 million in share buybacks and $170 million in dividends—and raised the Q3 2025 dividend 8% to $0.78 per share, emphasizing its focus on shareholder returns
Net AUM cash flows were –$2.6 billion in Q2 2025, indicating client withdrawals that could impact future fee revenue
First-quarter 2025 AUM net cash flow was –$4.4 billion, showing a year-over-year decline in asset retention and raising concerns about client losses
Six-month net income per diluted share fell 46% to $2.00 from $3.72 a year earlier, highlighting weaker headline profits despite growth in operating earnings
Data summarised monthly by Lightyear AI. Last updated on 1 Sept 2025.
PFG Financial Performance
Revenues and expenses
PFG Earnings Performance
Company profitability
PFG News
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Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.
Capital at risk
Upcoming events
Sept4
Principal Financial
Dividend·Ex-dividend
Sept26
Principal Financial
Dividend·Payment
$0.78Per share
FAQs
What’s the current market cap for Principal Financial stock?
Principal Financial (PFG) has a market cap of $18B as of September 03, 2025.
What is the P/E ratio for Principal Financial stock?
The price to earnings (P/E) ratio for Principal Financial (PFG) stock is 16.11 as of September 03, 2025.
Does Principal Financial stock pay dividends?
Yes, the Principal Financial (PFG) stock pays dividends to shareholders. As of September 03, 2025, the dividend rate is $2.96 and the yield is 3.8%. Principal Financial has a payout ratio of 58.74% on a trailing twelve-month basis.
When is the next Principal Financial dividend payment date?
The next Principal Financial (PFG) dividend payment is scheduled for September 26, 2025.
What is the beta indicator for Principal Financial?
Principal Financial (PFG) has a beta rating of 0.99. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.