Principal Financial/$PFG
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
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
- Finance
- Primary listing
- NASDAQ
- Employees
- 19,700
- Headquarters
- Des Moines, United States
- Website
- www.principal.com
PFG Metrics
BasicAdvanced
$24B
15.94
$7.03
0.89
$3.25
3.00%
Price and volume
Market cap
$24B
Beta
0.89
52-week high
$121.18
52-week low
$77.90
Average daily volume
1.4M
Dividend rate
$3.25
Financial strength
Current ratio
1.824
Quick ratio
0.603
Long term debt to equity
0.335
Total debt to equity
0.337
Dividend payout ratio (TTM)
44.60%
Interest coverage (TTM)
42.81%
Profitability
EBITDA (TTM)
2,151.5
Gross margin (TTM)
47.35%
Net profit margin (TTM)
9.93%
Operating margin (TTM)
12.12%
Effective tax rate (TTM)
13.95%
Revenue per employee (TTM)
$800,000
Management effectiveness
Return on assets (TTM)
0.36%
Return on equity (TTM)
12.95%
Valuation
Price to earnings (TTM)
15.936
Price to revenue (TTM)
1.56
Price to book
1.98
Price to tangible book (TTM)
2.59
Price to free cash flow (TTM)
5.044
Free cash flow yield (TTM)
19.83%
Free cash flow per share (TTM)
22.197
Dividend yield (TTM)
2.90%
Forward dividend yield
3.00%
Growth
Revenue change (TTM)
3.72%
Earnings per share change (TTM)
42.00%
3-year revenue growth (CAGR)
3.50%
10-year revenue growth (CAGR)
2.63%
3-year earnings per share growth (CAGR)
4.15%
10-year earnings per share growth (CAGR)
5.26%
3-year dividend per share growth (CAGR)
7.61%
10-year dividend per share growth (CAGR)
7.62%
What the Analysts think about PFG
Analyst ratings (Buy, Hold, Sell) for Principal Financial stock.
Analyst projections of the future price of Principal Financial stock.
Bulls say / Bears say
Adjusted operating earnings per share, excluding significant variances, rose 17% year on year to $2.42 in the second quarter. Retirement and Income Solutions also delivered higher operating earnings, helping drive the stronger result. (Reuters, Principal Financial Group)
The retirement platform is gaining customer assets: transfer deposits rose 30%, recurring deposits rose 6%, and roll-ins exceeded $7 billion over the past year, up nearly 20%. This could support durable fee income as participants consolidate savings with Principal. (Principal Financial Group)
Principal returned $427 million to shareholders in the second quarter and raised its quarterly dividend by 8% year on year. It also reported $1.6 billion of excess and available capital, supporting continued distributions and investment in the business. (Principal Financial Group)
Principal Asset Management had $11.1 billion of net cash outflows in the second quarter, far more than a year earlier, and management expects flows to remain challenging. Persistent withdrawals and lower fee rates could weigh on this earnings stream. (Investing.com, Principal Financial Group)
Favourable underwriting and improved life-insurance mortality were key drivers of the quarter’s earnings growth. If claims experience becomes less favourable, those recent profit gains may prove difficult to sustain. (Principal Financial Group)
Higher assets under management supported fee income, but that also leaves part of earnings exposed to market swings. A downturn that reduces asset values could reverse some of this tailwind and put pressure on fees. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2026.
PFG Financial Performance
Revenues and expenses
PFG Earnings Performance
Company profitability
Upcoming events
No upcoming events
PFG News
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Funds containing PFG
AllEURGBPUSD
Fund name | Fund size | $PFG weighting |
|---|---|---|
iShares Dow Jones U.S. Select Dividend€EXX5 | €412M | 1.44% |
iShares MSCI USA Quality Dividend ESG£HDIQ | £578M | 0.37% |
iShares S&P 500 Financials Sector$IUFS | $2.4B | 0.29% |
iShares S&P 500 Financials Sector£UIFS | £1.8B | 0.29% |
iShares S&P 500 Equal Weight€O4J0 | €4.3B | 0.20% |
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