Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

PFG stock hub

Principal Financial Group, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

21.7B

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

PFG

In the news

Latest news · PFG

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E10.7

P25 8.8P50 10.4P75 13.1

Trailing P/E14.4

P25 10.9P50 14.7P75 36.2

ROE13.4

P25 4.9P50 10.4P75 15

ROIC10

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All PFG market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

262

Groups with data

Currency

USD

Showing 262 of 262 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001126328
Company name	Principal Financial Group, Inc.
Country	United States
Country code	US
Cusip	74251V102
Employees	19,700
Employees Change	-100%
Employees Change Percent	-0.51
Enterprise value	$21.8B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Asset Management
Isin	US74251V1026
Last refreshed	2026-05-10
Market cap	$21.7B
Market cap category	Large-Cap
Price	$101
Price currency	USD
Rev Per Employee	784,705.58x
Sector	Financials
Sic	6321
Symbol	PFG
Website	https://www.principal.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	7.19%
EV Earnings	13.97x
EV Sales Forward	1.26x
EV/EBIT	11.26x
EV/EBITDA	9.98x
EV/FCF	6.01x
EV/Sales	1.41x
FCF yield	16.73%
Forward P/E	10.65x
P/B ratio	1.84x
P/E ratio	14.38x
P/S ratio	1.4x
PE Ratio10 Y	10.99x
PE Ratio3 Y	15.37x
PE Ratio5 Y	12.13x
PEG ratio	0.94x
PS Forward	1.26x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	12.54%
EBITDA Margin	14.15%
FCF margin	23.49%
Gross margin	47.61%
Gross Profit	$7.4B
Net Income	$1.6B
Net Income Growth	43.71%
Net Income Growth Q	782.74%
Net Income Growth Quarters	1%
Net Income Growth Years	0%
Net Income Growth3 Y	-28.53%
Net Income Growth5 Y	-0.76%
Pretax Margin	12.09%
Profit Margin	10.1%
Profit Per Employee	$79,269
Profitable Years	27
ROA	0.38
Roa5y	0.51
ROCE	0.62
ROE	13.39
Roe5y	15.3
ROIC	10.01
Roic5y	11.52

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	13.2%
Cagr15y	11.87%
Cagr1y	34.63%
Cagr20y	6.38%
Cagr3y	16.14%
Cagr5y	12.54%
Div CAGR10	7.62%
Div CAGR3	7.61%
Div CAGR5	6.85%
EPS Growth	49.35
EPS Growth Q	819
EPS Growth Quarters	1
EPS Growth Years	0
EPS Growth3 Y	-25.79
EPS Growth5 Y	3.51
FCF Growth	-26.31%
FCF Growth Q	-84.05%
FCF Growth3 Y	-0.75%
FCF Growth5 Y	10.78%
OCF Growth	-25.01%
OCF Growth Q	-80.86%
OCF Growth10 Y	-2.12%
OCF Growth3 Y	-0.79%
OCF Growth5 Y	10.34%
Revenue Growth	-1.98x
Revenue Growth Q	-4.51x
Revenue Growth Years	0x
Revenue Growth3 Y	-3.61x
Revenue Growth5 Y	2.9x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.05
Assets	$332.7B
Cash	$5.3B
Debt	$4.2B
Debt EBITDA	$1.86
Debt Equity	$0.34
Debt FCF	$1.15
Equity	$12.4B
Liabilities	$320.3B
Net Cash	$-112.9M
Net Cash By Market Cap	$-0.52
Net Debt EBITDA	$0.05
Net Debt Equity	$0.01
Net Debt FCF	$0.03
Tangible Book Value	$9B
Tangible Book Value Per Share	$41.37
WACC	7.7

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1.53
Net Working Capital	$6.7B
Quick ratio	0.32
Working Capital	$10.5B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	3.9%
Dividend Growth	7.77%
Dividend Growth Years	17%
Dividend per share	$3.28
Dividend Years	25
Dividend Yield	3.26%
Ex Div Date	2026-06-01
Last Dividend	$0.82
Payout Frequency	Quarterly
Payout Ratio	45.66%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	245.46%
1Y total return	34.61%
200-day SMA	87.04
3Y total return	56.67%
50-day SMA	93.13
50-day SMA vs 200-day SMA	50over200
5Y total return	80.47%
All Time High	103
All Time High Change	-2.43%
All Time High Date	2026-05-06
All Time Low	5.41
All Time Low Change	1,757.67%
All Time Low Date	2009-03-09
ATR	2.22
Beta	0.9
Beta1y	0.97
Beta2y	1
Ch YTD	13.93
High	101.4
High52	103
High52 Date	2026-05-06
High52ch	-2.43%
Low	99.6
Low52	75
Low52 Date	2025-08-01
Low52ch	34%
Ma50ch	7.91%
Price vs 200-day SMA	15.47%
RSI	63.35
RSI Monthly	63.98
RSI Weekly	64.33
Sharpe ratio	1.27x
Sortino ratio	2.11
Total Return	7.16%
Tr YTD	14.96
Tr15y	437.76%
Tr1m	10.37%
Tr1w	-0.58%
Tr3m	4.18%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	10
Analyst Count Top	2
Analyst Price Target Top	$96
Analyst Ratings	Hold
Analyst Ratings Top	Buy
Earnings EPS Estimate	$2.02
Earnings EPS Estimate Growth	11.6
Earnings Revenue Estimate	4,181,160,000x
Earnings Revenue Estimate Growth	4.19x
Operating Income	$1.9B
Operating margin	12.54
Price target	$94.3
Price Target Change	$-6.17
Price Target Change Top	$-4.48

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	214,575,023%
Float Percent	99.33%
Net Borrowing	-411,800,000
Shares Insiders	0.56%
Shares Institutions	75.1%
Shares Out	216,012,384
Shares Qo Q	-0.94%
Shares Yo Y	-3.9%
Short Float	4.11%
Short Ratio	5.54
Short Shares	4.09

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$3.5B
Average Volume	1,324,045.15x
Bv Per Share	54.59
CAPEX	$-115.4M
Ch10y	138.2
Ch15y	220
Ch1m	10.37
Ch1w	-0.58
Ch1y	29.59
Ch20y	87.68
Ch3m	3.25
Ch3y	40.54
Ch5y	50.77
Ch6m	21.29
Change	0.47%
Change From Open	0.09
Close	100
Days Gap	0.38
Dollar Volume	102,724,869
Earnings Date	2026-04-23
Earnings Time	amc
EBIT	$1.9B
EBITDA	$2.2B
EPS	$6.99
F Score	5
FCF	$3.6B
FCF EV Yield	16.64x
FCF Per Share	$16.81
Financing CF	574,700,000
Fiscal Year End	December
Founded	1,879
Goodwill	1,588,000,000
Graham Number	92.63438
Graham Upside	-7.83
Income Tax	$263.4M
Investing CF	-4,142,900,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-23
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-18
Lynch Fair Value	$34.93
Lynch Upside	-65.24
Ma150	89.42
Ma150ch	12.39%
Ma20	98.1
Ma20ch	2.44%
Net CF	178,300,000
Next Earnings Date	2026-07-27
Open	100.4
Optionable	Yes
P FCF Ratio	5.98
P OCF Ratio	5.79
Payment Date	2026-06-26
Position In Range	51.14
Post Close	100.5
Postmarket Change Percent	0.03
Postmarket Price	$101
Ppne	714,900,000
Price Date	2026-05-08
Price EBITDA	$9.93
Ptbv Ratio	2.42
Relative Volume	0.77x
Revenue	15,458,700,000x
SBC By Revenue	0.71x
Share Based Comp	109,900,000
Tax By Revenue	1.7x
Tax Rate	14.09%
Tr20y	244.4%
Tr6m	23.54%
Us State	Iowa
Volume	1,022,138

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

PFG dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.3%

$3.28 annual per share

Payout ratio

+45.7%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+6.9%

17 consecutive years of growth

Total shareholder yield

+7.2%

Next ex-dividend date: 2026-06-01

Performance

PFG stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns PFG?

Insider, institutional, and short-interest positioning.

Institutional ownership

+75.1%

Float: +99.3% of shares outstanding

Insider ownership

+0.6%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

PFG momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

63.3

Neutral momentum band

Price vs 200-day MA

+15.5%

50/200-day relationship not available

Beta (5Y)

0.90

Moves roughly with the market

Sharpe ratio

1.27

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

PFG vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Reducir
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Reducir
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Reducir

Questions

About PFG

Hub-level FAQ points readers to the deeper analysis pages.

What is the current PFG stock rating?

Principal Financial Group, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full PFG analysis?

The full report lives at /stocks/PFG/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for PFG?

The latest report frames PFG around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the PFG page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.