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Screen

PFG

QT76Principal Financial Group, Inc.
NASDAQ·Financial Services·Asset Management·USA
Latest market price
109.57
-0.65-0.59%
OverviewShort InterestFilings
PFGQT76Principal Financial Group, Inc.·NASDAQ
OverviewShort InterestFilings
109.57-0.59%
TA
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BLK-0.69%$1050.09BX-0.98%$123.79BK-1.03%$142.50BN-0.67%$44.44KKR-0.16%$97.01APO-1.01%$137.50APOS+0.08%$25.60BAM-1.13%$47.44
Snapshot
Index-P/E15.67EPS (ttm)6.98
Insider Own0.83%
Shs Outstand216.01M
Perf Week-0.11%
Market Cap23.81BForward P/E10.71EPS next Y10.23Insider Trans0.00%Shs Float-Perf Month8.33%
Enterprise Value23.70BPEG0.33EPS next Q2.33Inst Own-Short Float-Perf Quarter27.56%
Income1.52BP/S1.54EPS this Y33.69%Inst Trans-Short Ratio-Perf Half Y22.37%
Sales15.46BP/B2.06EPS next Y9.58%ROA0.47%Short Interest-Perf YTD24.21%
Book/sh57.21P/C6.48EPS next 5Y11.83%ROE13.25%52W High112.07 -2.23%Perf Year44.55%
Cash/sh146.59P/FCF6.56EPS past 3/5Y-ROIC-16.63%52W Low75.00 46.09%Perf 3Y-
Dividend Est.3.19 (2.91%)EV/EBITDA12.41Sales past 3/5Y-3.77% 1.17%Gross Margin48.68%Volatility1.22% 1.25%Perf 5Y-
Dividend TTM3.19 (2.91%)EV/Sales1.53EPS Y/Y TTM27.54%Oper. Margin12.36%ATR (14)1.97Perf 10Y-
Dividend Ex-DateJun 01, 2026Quick Ratio0.23Sales Y/Y TTM-4.15%Profit Margin10.03%RSI (14)65.89Recom2.86
Dividend Gr. 3/5Y6.36% 6.58%Current Ratio0.23EPS Q/Q14.36%SMA203.20%Beta0.75Target Price98.86
Payout44.42%Debt/Eq0.33Sales Q/Q-4.52%SMA507.87%Rel Volume2.64Prev Close110.22
Employees19,700LT Debt/Eq0.32EarningsJul 27SMA20020.79%Avg Volume1.25MPrice109.57
IPO DateOct 23, 2001Option/ShortYes / YesEPS/Sales Surpr.2.99% -14.56%Net Debt/EBITDA-0.06Volume3,302,202Change-0.59%
Analyst Ratings
DateActionAnalystRatingTarget
May-21-26ReiteratedMorgan StanleyEqual Weight$93 → $107
May-19-26DowngradeRaymond JamesStrong Buy → Outperform$111
Apr-27-26ReiteratedEvercore ISI$106 → $108
Apr-24-26ReiteratedBarclaysUnderweight$85 → $87
Apr-09-26ReiteratedUBSNeutral$92 → $94
Feb-25-26UpgradeWells FargoUnderweight → Equal Weight
Jan-13-26ReiteratedWells FargoUnderweight$69 → $85
Jan-08-26ReiteratedBarclaysUnderweight$82 → $85
Jan-08-26ReiteratedUBSNeutral$92
Jan-05-26DowngradeJP MorganOverweight → Neutral
Latest News
Jun-18-26
Jun-18-2608:20PM
Dividend Champion, Contender, And Challenger Highlights: Week Of June 21SeekingAlpha
12:41AM
The Hidden Winners Inside SCHD - June 2026 BreakdownSeekingAlpha
Jun-17-26
Jun-17-2604:27AM
Principal Financial Group Stock: Is PFG Outperforming the Financial Sector?Yahoo
Jun-16-26
Jun-16-2609:58AM
Principal Financial: A Bet On Quality As Bulls Charge After Q1 ResultsSeekingAlpha
Jun-15-26
Jun-15-2601:00PM
Principal Asset Management® Launches Fixed Income ETF SuiteYahoo
Jun-13-26
Jun-13-2607:12PM
Is State Street (STT) One of the Most Undervalued Quality Stocks to Invest In?Yahoo
Jun-11-26
Jun-11-2611:00AM
Is CPHYX a Strong Bond Fund Right Now?Yahoo
11:00AM
Is CPHYX a Strong Bond Fund Right Now?Yahoo
Jun-09-26
Jun-09-2604:26PM
AM Best Assigns Issue Credit Rating to Principal Financial Group, Inc.’s New Senior Unsecured NotesYahoo
04:11PM
Assessing State Street (STT) Valuation After New Principal Funds Servicing Win Draws Investor AttentionYahoo
Company
Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue15,45915,62616,128
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Cost of Goods Sold Incl. D&A7,9348,5658,774
Gross Profit7,5257,0617,353
Selling, General and Administrative Excl. Other000
Research and Development
000
Other Operating Expense5,6145,6455,464
Operating Income1,9101,4161,890
Interest Expense023
Unusual Expense
———
Non-Operating Income (Expense)0-20
Net Income Before Taxes1,8691,4161,890
Income Taxes264161292
Consolidated Net Income1,5501,1851,571
Net Income From Continuing Operations1,6061,2561,598
Net Income1,5501,1851,571
EPS (Recurring)7.015.326.77
EPS (Basic, Before Extraordinaries)7.015.326.77
EPS (Diluted)6.985.256.68
EBITDA1,9101,6702,146
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio15.7016.80—
Price To Sales Ratio1.561.28—
Gross Margin48.6845.1945.59
Operating Margin12.369.0611.72
Net Margin10.037.589.74
Shares Outstanding220226226
Market Capitalization24,10519,935—
Operating Lease Expense
———
Insider Trading Volume
$114.49$103.84$93.19$82.53$71.88● Close Price0.00M0.59M1.18M1.76M2.35MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
STRABLE-SOETHOUT DEANNA DChair, President and CEOJun 12 '26Option Exercise62.7816,8251,056,2740Jun 15 12:00 AM
STRABLE-SOETHOUT DEANNA DChair, President and CEOJun 11 '26Option Exercise62.782,942184,69913,883Jun 15 12:00 AM
Cheong Wee YeePresident - Asia & Middle EastMay 21 '26Sale103.167,534777,20766,443May 22 12:00 AM
Cheong Wee YeePresident - Asia & Middle EastMay 20 '26Sale103.063,211330,92673,977May 22 12:00 AM
Cheong Wee YeePresident - Asia & Middle EastMay 01 '26Sale101.269,183929,87177,188May 04 12:00 AM
Cheong Wee YeePresident - Asia & Middle EastApr 30 '26Sale101.014,737478,48486,371May 04 12:00 AM
Djurasovic GeorgeInterim General CounselApr 30 '26Sale99.6319921,905Apr 30 12:00 AM
Cheong Wee YeePresident - Asia & Middle EastApr 29 '26Sale101.001,080109,08091,108Apr 30 12:00 AM
Djurasovic GeorgeInterim General CounselApr 28 '26Sale100.832,571259,23421,906Apr 30 12:00 AM
Muruzabal ClaudioDirectorFeb 09 '26Buy97.09548511,203Mar 25 12:00 AM
Muruzabal ClaudioDirectorApr 21 '25Sale70.05535011,198Mar 25 12:00 AM
Muruzabal ClaudioDirectorJan 02 '25Buy77.49538711,203Mar 25 12:00 AM
STRABLE-SOETHOUT DEANNA DPresident and CEOJan 30 '26Sale95.007,340697,300136,828Feb 02 12:00 AM
STRABLE-SOETHOUT DEANNA DPresident and CEOJan 29 '26Sale95.129,300884,616144,168Jan 30 12:00 AM
STRABLE-SOETHOUT DEANNA DPresident and CEOJan 22 '26Sale92.568,025742,79454,227Jan 26 12:00 AM
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