PFG — Principal Financial Group, Inc. stock price, charts and financials
QT67Principal Financial Group, Inc.Principal Financial Group, Inc. (NASDAQ: PFG) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | S&P 500 | P/E | 16.39 | EPS (ttm) | 7.03 | Insider Own | 0.82% | Shs Outstand | 214.60M | Perf Week | 1.02% |
| Market Cap | 24.73B | Forward P/E | 11.07 | EPS next Y | 10.41 | Insider Trans | -1.60% | Shs Float | 213.30M | Perf Month | 2.40% |
| Enterprise Value | 23.81B | PEG | 1.90 | EPS next Q | 2.53 | Inst Own | - | Short Float | 4.01% | Perf Quarter | 15.88% |
| Income | 1.55B | P/S | 1.58 | EPS this Y | 35.60% | Inst Trans | - | Short Ratio | 6.56 | Perf Half Y | 20.05% |
| Sales | 15.69B | P/B | 1.92 | EPS next Y | 9.17% | ROA | 0.46% | Short Interest | 8.56M | Perf YTD | 30.65% |
| Book/sh | 59.90 | P/C | 4.70 | EPS next 5Y | 8.64% | ROE | 13.03% | 52W High | 115.71 -0.40% | Perf Year | 52.59% |
| Cash/sh | 24.51 | P/FCF | 5.03 | EPS past 3/5Y | -34.44% 0.78% | ROIC | 0.52% | 52W Low | 75.33 52.99% | Perf 3Y | 44.97% |
| Dividend Est. | 3.36 (2.92%) | EV/EBITDA | 12.53 | Sales past 3/5Y | -3.77% 1.17% | Gross Margin | 48.54% | Volatility | 1.92% 2.11% | Perf 5Y | 84.25% |
| Dividend TTM | 3.19 (2.77%) | EV/Sales | 1.52 | EPS Y/Y TTM | 5.24% | Oper. Margin | 12.13% | ATR (14) | 2.48 | Perf 10Y | 157.83% |
| Dividend Ex-Date | Sep 03, 2026 | Quick Ratio | 0.52 | Sales Y/Y TTM | -2.69% | Profit Margin | 9.86% | RSI (14) | 62.13 | Recom | 3.04 |
| Dividend Gr. 3/5Y | 6.36% 6.58% | Current Ratio | 0.52 | EPS Q/Q | 15.74% | SMA20 | 2.70% | Beta | 0.87 | Target Price | 104.67 |
| Payout | 44.94% | Debt/Eq | 0.32 | Sales Q/Q | 6.40% | SMA50 | 5.37% | Rel Volume | 0.93 | Prev Close | 115.13 |
| Employees | 19,700 | LT Debt/Eq | 0.32 | Earnings | Oct 26 | SMA200 | 20.95% | Avg Volume | 1.40M | Price | 115.25 |
| IPO Date | Oct 23, 2001 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 6.95% -0.85% | Net Debt/EBITDA | -0.48 | Volume | 1,299,038 | Change | 0.10% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-22-26 | Reiterated | Wells Fargo | Equal Weight | $85 → $113 |
| Jul-15-26 | Reiterated | Atlantic Equities | Overweight | $95 → $94 |
| Jul-10-26 | Reiterated | Jefferies | Hold | $76 → $98 |
| Jul-07-26 | Reiterated | Barclays | Underweight | $87 → $92 |
| Jun-24-26 | Downgrade | B of A Securities | Neutral → Underperform | |
| Jun-24-26 | Reiterated | Piper Sandler | Overweight | $100 → $125 |
| May-21-26 | Reiterated | Morgan Stanley | Equal Weight | $93 → $107 |
| May-19-26 | Downgrade | Raymond James | Strong Buy → Outperform | $111 |
| Apr-27-26 | Reiterated | Evercore ISI Group | In Line | $94 → $108 |
| Apr-24-26 | Reiterated | Barclays | Underweight | $85 → $87 |
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.
Per-holder 13F data hasn't been ingested for this ticker yet.
| 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 Revenue | 15,694 | 15,626 | 16,128 | 13,666 | 17,536 | 14,428 | 14,742 | 16,222 | 14,237 | |
| Cost of Goods Sold Incl. D&A | 8,076 | 8,565 | 8,774 | 7,766 | 6,492 | 7,352 | 8,282 | 9,906 | 8,193 | |
| Gross Profit | 7,618 | 7,061 | 7,353 | 5,900 | 11,044 | 7,076 | 6,460 | 6,316 | 6,045 | |
| Selling, General and Administrative Excl. Other | 1,401 | 0 | 0 | 0 | 0 | 0 | 4,647 | 4,504 | 4,137 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 4,312 | 5,645 | 5,464 | 5,161 | 5,057 | 5,165 | 120 | 119 | 123 | |
| Operating Income | 1,903 | 1,416 | 1,890 | 739 | 5,987 | 1,911 | 1,694 | 1,693 | 1,784 | |
| Interest Expense | 10 | 2 | 3 | 2 | 1 | 1 | 1 | 0 | 0 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -31 | 2 | 3 | 2 | 1 | 1 | 1 | 0 | 0 | |
| Net Income Before Taxes | 1,862 | 1,416 | 1,890 | 739 | 5,987 | 1,911 | 1,694 | 1,693 | 1,784 | |
| Income Taxes | 260 | 161 | 292 | 69 | 1,190 | 284 | 265 | 249 | 231 | |
| Consolidated Net Income | 1,547 | 1,185 | 1,571 | 623 | 4,757 | 1,580 | 1,396 | 1,394 | 1,547 | |
| Net Income From Continuing Operations | 1,602 | 1,256 | 1,598 | 670 | 4,798 | 1,627 | 1,429 | 1,444 | 1,554 | |
| Net Income | 1,547 | 1,185 | 1,571 | 623 | 4,757 | 1,580 | 1,396 | 1,394 | 1,547 | |
| EPS (Recurring) | 7.04 | 5.32 | 6.77 | 2.58 | 18.94 | 5.87 | 5.08 | 5.00 | 5.41 | |
| EPS (Basic, Before Extraordinaries) | 7.04 | 5.32 | 6.77 | 2.58 | 18.94 | 5.87 | 5.08 | 5.00 | 5.41 | |
| EPS (Diluted) | 7.03 | 5.25 | 6.68 | 2.55 | 18.63 | 5.79 | 5.05 | 4.96 | 5.35 | |
| EBITDA | 1,901 | 1,670 | 2,146 | 1,012 | 6,283 | 2,186 | 1,945 | 1,920 | 1,990 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 16.39 | 16.80 | 11.59 | 30.85 | 4.50 | 12.49 | 9.82 | 11.09 | 8.26 | |
| Price To Sales Ratio | 1.61 | 1.28 | 1.08 | 1.36 | 1.20 | 1.35 | 0.93 | 0.95 | 0.89 | |
| Gross Margin | 48.54 | 45.19 | 45.59 | 43.17 | 62.98 | 49.04 | 43.82 | 38.93 | 42.46 | |
| Operating Margin | 12.13 | 9.06 | 11.72 | 5.41 | 34.14 | 13.25 | 11.49 | 10.44 | 12.53 | |
| Net Margin | 9.86 | 7.58 | 9.74 | 4.56 | 27.13 | 10.95 | 9.47 | 8.59 | 10.87 | |
| Shares Outstanding | 219 | 226 | 226 | 236 | 251 | 269 | 275 | 279 | 286 | |
| Market Capitalization | 25,240 | 19,935 | 17,495 | 18,566 | 21,064 | 19,457 | 13,643 | 15,345 | 12,633 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| STRABLE-SOETHOUT DEANNA D | Chair, President and CEO | Jun 12 '26 | Option Exercise | 62.78 | 16,825 | 1,056,274 | 0 | Jun 15 |
| STRABLE-SOETHOUT DEANNA D | Chair, President and CEO | Jun 11 '26 | Option Exercise | 62.78 | 2,942 | 184,699 | 13,883 | Jun 15 |
| Cheong Wee Yee | President - Asia & Middle East | May 21 '26 | Sale | 103.16 | 7,534 | 777,207 | 66,443 | May 22 |
| Cheong Wee Yee | President - Asia & Middle East | May 20 '26 | Sale | 103.06 | 3,211 | 330,926 | 73,977 | May 22 |
| Cheong Wee Yee | President - Asia & Middle East | May 01 '26 | Sale | 101.26 | 9,183 | 929,871 | 77,188 | May 04 |
| Cheong Wee Yee | President - Asia & Middle East | Apr 30 '26 | Sale | 101.01 | 4,737 | 478,484 | 86,371 | May 04 |
| Djurasovic George | Interim General Counsel | Apr 30 '26 | Sale | 99.63 | 1 | 99 | 21,905 | Apr 30 |
| Cheong Wee Yee | President - Asia & Middle East | Apr 29 '26 | Sale | 101.00 | 1,080 | 109,080 | 91,108 | Apr 30 |
| Djurasovic George | Interim General Counsel | Apr 28 '26 | Sale | 100.83 | 2,571 | 259,234 | 21,906 | Apr 30 |
| Muruzabal Claudio | Director | Feb 09 '26 | Buy | 97.09 | 5 | 485 | 11,203 | Mar 25 |
| Muruzabal Claudio | Director | Apr 21 '25 | Sale | 70.05 | 5 | 350 | 11,198 | Mar 25 |
| Muruzabal Claudio | Director | Jan 02 '25 | Buy | 77.49 | 5 | 387 | 11,203 | Mar 25 |
| STRABLE-SOETHOUT DEANNA D | President and CEO | Jan 30 '26 | Sale | 95.00 | 7,340 | 697,300 | 136,828 | Feb 02 |
| STRABLE-SOETHOUT DEANNA D | President and CEO | Jan 29 '26 | Sale | 95.12 | 9,300 | 884,616 | 144,168 | Jan 30 |
| STRABLE-SOETHOUT DEANNA D | President and CEO | Jan 22 '26 | Sale | 92.56 | 8,025 | 742,794 | 54,227 | Jan 26 |