Principal Financial Group, Inc. (PFG) Stock Price & Analysis
Principal Financial Group, Inc. (PFG) closed at USD 110.11 on Thursday, October 22, 2026, up 1.54% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 108.44; the Oct 22, 2026 session ranged USD 107.25–110.22 on volume of 1,220,015 shares. Market capitalization is $23.58B, with a 52-week range of USD 78.92–121.18 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PFG.md
Key facts (PFG)
- Last four reported quarters (through Jun 30, 2026): revenue $15.7B, net income $1.56B (9.9% margin) (SEC filings).
- Valuation: P/E 15.1x (avg 19.8x at the last 3 fiscal year-ends), net cash $919M.
- 1 of 80 tracked superinvestors hold PFG (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (12 analysts), mean target USD 111 (range 86–128).
- Total return with dividends: 1Y +43.4% vs S&P 500 +14.9%; 5Y +89.2% vs S&P 500 +80.3%.
- Next earnings: 2026-10-26, EPS estimate USD 2.43, revenue estimate $4.27B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PFG)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $14.4B | $17.5B | $13.7B | $16.1B | $15.6B | $15.7B |
| Net income | $1.58B | $4.76B | $623M | $1.57B | $1.19B | $1.56B |
| EPS (diluted) | $5.79 | $18.63 | $2.55 | $6.68 | $5.25 | — |
| Net margin | 11.0% | 27.1% | 4.6% | 9.7% | 7.6% | 9.9% |
| Revenue growth | -2.1% | +21.5% | -22.1% | +18.0% | -3.1% | — |
| Cash + short-term investments | $2.33B | $4.85B | $4.71B | $4.21B | $4.43B | — |
| Total debt | $4.36B | $4.08B | $3.99B | $4.11B | $3.95B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (PFG)
P/E 15.1x · P/S 1.5x · EV/Sales 1.4x · P/B 1.9x · Earnings yield 6.61% · Dividend yield (paid, TTM) 2.95% · Buyback yield (TTM) 4.22% · Net cash $919M · EV $22.7B
P/E at fiscal year-ends: Dec 2025 16.8x, Dec 2024 11.6x, Dec 2023 30.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (PFG)
1 of 80 tracked investors hold PFG. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 0.13% | $14.6M | Reduced -17.4% |
Analysts (PFG)
Consensus Hold (mean 3.00 on a 1–5 scale), 12 analysts; mean target USD 111 (low 86, high 128).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | Wells Fargo | Target lowered | Equal-Weight | $113 → $112 |
| 2026-10-15 | JP Morgan | Target lowered | Neutral | $107 → $106 |
| 2026-10-12 | Wells Fargo | Target lowered | Equal-Weight | $115 → $113 |
| 2026-10-09 | Keefe, Bruyette & Woods | Target lowered | Market Perform | $117 → $115 |
| 2026-10-07 | Barclays | Target lowered | Underweight | $92 → $86 |
| 2026-09-28 | Piper Sandler | Target raised | Overweight | $125 → $128 |
| 2026-09-10 | UBS | Target raised | Neutral | $98 → $120 |
| 2026-08-03 | JP Morgan | Target raised | Neutral | $106 → $107 |
| 2026-07-28 | B of A Securities | Target raised | Underperform | $94 → $104 |
| 2026-07-28 | Evercore ISI Group | Target lowered | In-Line | $114 → $112 |
| 2026-07-22 | Wells Fargo | Target lowered | Equal-Weight | $114 → $113 |
| 2026-07-21 | JP Morgan | Target raised | Neutral | $101 → $106 |
Total return (dividends reinvested) (PFG)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +43.4% | +89.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +43.6% | +13.6% |
| Volatility (annualized) | 22.4% | 25.8% |
| Max drawdown | -12.0% (Feb 2026→Mar 2026) | -27.8% (Nov 2022→May 2023) |
PFG analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.43 | $2.48 | -2.2% | $4.27B | 12 |
| Next quarter (ends Dec 2026) | $2.45 | $2.51 | -2.2% | $4.46B | 10 |
| Current fiscal year (ends Dec 2026) | $9.43 | $9.42 | +0.2% | $16.25B | 12 |
| Next fiscal year (ends Dec 2027) | $10.23 | $10.31 | -0.7% | $17.79B | 12 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 110.11 |
|---|---|
| Change | ▲ 1.54% (up) |
| Previous Close | USD 108.44 |
| Open | USD 107.58 |
| Day Range | USD 107.25 – 110.22 |
| 52-Week Range | USD 78.92 – 121.18 |
| Volume | 1,220,015 shares |
| Market Cap | $23.58B |
| Exchange | NMS |
Technical Analysis (PFG)
Nexqual's technical model rates PFG "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 46.92 (neutral) |
| vs SMA50 | Below (USD 112.34) |
| MACD | -1.36 (negative) |
Analyst Ratings (PFG)
Wall Street analysts rate PFG "Hold" based on 12 analysts, with a mean price target of USD 111 (range USD 86–128), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 12 |
| Mean Target | USD 111 |
| High Target | USD 128 |
| Low Target | USD 86 |
| Buy / Hold / Sell | 2 / 8 / 2 |
Earnings (PFG)
| Next Earnings Date | 2026-10-26 |
|---|---|
| EPS Estimate | USD 2.43 |
| Revenue Estimate | $4.27B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.5 vs est 2.33 ▲ beat |
| 2026-03-31 | USD 2.07 vs est 2.01 ▲ beat |
| 2025-12-31 | USD 2.19 vs est 2.22 ▼ miss |
| 2025-09-30 | USD 2.1 vs est 2.2 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (PFG)
| Total Revenue | $15.69B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.40% |
| Gross Margin | +47.34% |
| Operating Margin | +12.34% |
| Profit Margin | +9.93% |
| ROE | +12.95% |
| Debt / Equity | 0.35 |
| Current Ratio | 1.59 |
| Total Cash | $6.37B |
| Total Debt | $4.55B |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (PFG)
Nexqual rates Principal Financial Group, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Mixed — Revenue +2.7% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 47%, operating 12% (last 12 months) |
| Balance Sheet | Solid — $5.26B cash and investments vs $4.34B debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — Operating cash flow $5.01B (TTM) |
| Efficiency | Mixed — ROE 13%, ROA 0.4% |
Ownership (PFG)
| Insider Ownership | +1.12% |
|---|---|
| Institutional Ownership | +81.48% |
| Shares Outstanding | 214.10M |
| Float | 212.79M |
| Short % of Float | +4.46% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (PFG)
Principal Financial Group, Inc. is led by Deanna Dawnette Strable-Soethout, President, CEO & Chair of the Board, per Nexqual as of October 23, 2026 at 09:26 UTC.
| President, CEO & Chair of the Board | Deanna Dawnette Strable-Soethout |
|---|---|
| Executive VP & CFO | Joel Michael Pitz |
| President of Benefits & Protection | Amy Christine Friedrich |
| President of Retirement & Income Solutions | Christopher James Littlefield |
| President & CEO of Principal Asset Management | Kamal Bhatia C.F.A. |
Major Backers & Investors (PFG)
Notable institutional backers of Principal Financial Group, Inc. include Nippon Life Insurance Company, Bank of America Corporation, Charles Schwab Investment Management, Inc., according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Nippon Life Insurance Company | 6.52% |
| Bank of America Corporation | 2.47% |
| Charles Schwab Investment Management, Inc. | 2.34% |
| Capital Group | 2.17% |
| Income Fund of America | 2.16% |
| Charles Schwab | 1.7% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.89% |
| BlackRock | 7.19% |
| State Street | 3.69% |
| Geode Capital | 2.04% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| TROW | T. Rowe Price Group, Inc. | USD 103.45 | ▲ 0.15% |
| PS | Pershing Square Inc. | USD 45.04 | ▼ 3.72% |
| RJF | Raymond James Financial, Inc. | USD 159.19 | ▲ 2.25% |
| NTRS | Northern Trust Corporation | USD 165.82 | ▼ 0.65% |
| TPG | TPG Inc. | USD 46.17 | ▲ 4.74% |
| BEN | Franklin Templeton, Inc. | USD 31.52 | ▼ 0.51% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
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