PFG
Principal Financial Group, Inc.
Price Chart
Latest Quote
$111.20
+1.63 (+1.49%)
Current Price
| Previous Close | $109.57 |
| Open | $110.08 |
| Day High | $112.23 |
| Day Low | $108.64 |
| Volume | 505,079 |
Stock Information
| Quarterly Dividend / Yield | $3.28 / 2.99% |
| Shares Outstanding | 216.01M |
| Quarterly Dividend Yield | 2.99% |
| Quarterly Dividend | $3.28 |
| Total Debt | $4.17B |
| Cash Equivalents | $5.34B |
| Revenue | $15.46B |
| Net Income | $1.56B |
| Sector | Financial Services |
| Industry | Asset Management |
| Market Cap | $24.02B |
| P/E Ratio | 15.95 |
| EPS (TTM) | $6.97 |
| Exchange | NMS |
đ Comprehensive Analysis
Company Data
| Enterprise Value | $23.07B |
| Sales | $15.46B |
| Income | $1.56B |
| Book/sh | $54.59 |
| Cash/sh | $24.72 |
| Employees | 20K |
Financial Ratios
| Quick Ratio | 0.32 |
| Current Ratio | 1.53 |
| Debt/Eq | 33.62 |
| EPS Growth TTM | 782.70% |
Returns & Margins
| ROA | 0.38% |
| ROE | 13.39% |
| Gross Margin | 47.61% |
| Operating Margin | 14.80% |
| Profit Margin | 10.10% |
Ownership
| Insider Ownership | 1.10% |
| Institutional Ownership | 81.09% |
| Insider & Institutional transactions data not available | |
Valuation Ratios
| Forward P/E | 10.89 |
| PEG | 1.06 |
| P/S | 1.55 |
| P/B | 2.04 |
Analyst Data
| Recommendation | hold |
| Target Price | $101.50 |
Technical Indicators
| SMA20 | $106.33 |
| SMA50 | $101.40 |
| SMA200 | $89.48 |
| RSI | 74.16 |
| ATR | 2.1039 |
| Shares Float | 214.58M |
| Short Float | 5.28% |
| Short Ratio | 8.76 |
| Volatility | 0.90 |
| Rel Volume | 0.43 |
Performance History
| Week | +0.07% |
| Month | +9.02% |
| Quarter | +31.76% |
| 6 Months | +26.55% |
| YTD | +26.48% |
| Year | +51.75% |
| 3 Years | +71.09% |
| 5 Years | +106.93% |
| 10 Years | +268.78% |
Stock Score:
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Recent Price History
| Date | Close | Volume |
|---|---|---|
| 2026-06-22 | $111.20 | 505,079 |
| 2026-06-18 | $109.57 | 3,398,200 |
| 2026-06-17 | $110.22 | 1,137,900 |
| 2026-06-16 | $111.17 | 916,200 |
| 2026-06-15 | $110.59 | 976,800 |
| 2026-06-12 | $111.12 | 893,700 |
| 2026-06-11 | $109.69 | 1,014,800 |
| 2026-06-10 | $109.21 | 1,571,300 |
| 2026-06-09 | $106.66 | 972,300 |
| 2026-06-08 | $105.03 | 890,600 |
| 2026-06-05 | $105.22 | 1,421,200 |
| 2026-06-04 | $103.51 | 887,800 |
| 2026-06-03 | $101.19 | 1,246,200 |
| 2026-06-02 | $103.31 | 873,000 |
| 2026-06-01 | $102.90 | 899,900 |
| 2026-05-29 | $102.80 | 2,225,900 |
| 2026-05-28 | $102.50 | 1,019,500 |
| 2026-05-27 | $103.74 | 894,900 |
| 2026-05-26 | $103.88 | 853,700 |
| 2026-05-22 | $103.03 | 724,100 |
About Principal Financial Group, Inc.
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.
đ° Latest News
Principal Financial (PFG) Could Be a Great Choice
Zacks âĸ 2026-06-22T15:45:02Z
Principal Financial Group Stock: Is PFG Outperforming the Financial Sector?
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Is CPHYX a Strong Bond Fund Right Now?
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Assessing State Street (STT) Valuation After New Principal Funds Servicing Win Draws Investor Attention
Simply Wall St. âĸ 2026-06-09T16:11:28Z
Assessing Principal Financial Group (PFG) Valuation After Strong 1 Year Share Price Return
Simply Wall St. âĸ 2026-06-03T08:08:41Z
PFG Stock Trading at a Discount to Industry at 1.88X: Time to Hold?
Zacks âĸ 2026-05-29T16:50:00Z
MGIC Investment Lags Industry, Trades at a Discount: Time to Hold?
Zacks âĸ 2026-05-29T16:47:00Z
Are Wall Street Analysts Predicting Principal Financial Stock Will Climb or Sink?
Barchart âĸ 2026-05-25T10:37:23Z
Is Principal Small Cap Growth I Institutional (PGRTX) a Strong Mutual Fund Pick Right Now?
Zacks âĸ 2026-05-22T11:00:02Z
Period:
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Income Statement (Annual)
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Revenue | ||||
| Total Revenue | $15,625,500,000 | $16,127,700,000 | $13,665,800,000 | $17,536,100,000 |
| Operating Revenue | $15,625,500,000 | $16,127,700,000 | $13,665,800,000 | $17,536,100,000 |
| Expenses | ||||
| Total Expenses | $14,209,500,000 | $14,238,100,000 | $12,927,000,000 | $11,549,100,000 |
| Other Operating Expenses | $5,433,800,000 | $5,363,900,000 | $5,072,100,000 | $4,962,200,000 |
| Loss Adjustment Expense | $8,684,000,000 | $8,774,300,000 | $7,765,700,000 | $6,492,100,000 |
| Income & Earnings | ||||
| Net Income From Continuing Operation Net Minority Interest | $1,185,100,000 | $1,571,000,000 | $623,200,000 | $4,756,900,000 |
| Normalized Income | $1,185,100,000 | $1,571,000,000 | $623,200,000 | $4,756,900,000 |
| Net Income From Continuing And Discontinued Operation | $1,185,100,000 | $1,571,000,000 | $623,200,000 | $4,756,900,000 |
| Net Income Common Stockholders | $1,185,100,000 | $1,571,000,000 | $623,200,000 | $4,756,900,000 |
| Net Income | $1,185,100,000 | $1,571,000,000 | $623,200,000 | $4,756,900,000 |
| Net Income Including Noncontrolling Interests | $1,255,500,000 | $1,597,900,000 | $670,100,000 | $4,797,500,000 |
| Net Income Continuous Operations | $1,255,500,000 | $1,597,900,000 | $670,100,000 | $4,797,500,000 |
| Pretax Income | $1,416,000,000 | $1,889,600,000 | $738,800,000 | $5,987,000,000 |
| Per Share | ||||
| Diluted EPS | $5.25 | $6.68 | $2.55 | $18.63 |
| Basic EPS | $5.32 | $6.77 | $2.58 | $18.94 |
| Other | ||||
| Tax Effect Of Unusual Items | $0 | $0 | $0 | $0 |
| Tax Rate For Calcs | $0 | $0 | $0 | $0 |
| Reconciled Depreciation | $251,400,000 | $256,200,000 | $272,700,000 | $295,900,000 |
| Diluted Average Shares | $225,700,000 | $226,225,161 | $236,438,294 | $255,300,000 |
| Basic Average Shares | $222,800,000 | $226,225,161 | $236,438,294 | $251,100,000 |
| Diluted NI Availto Com Stockholders | $1,185,100,000 | $1,571,000,000 | $623,200,000 | $4,756,900,000 |
| Minority Interests | $-70,400,000 | $-26,900,000 | $-46,900,000 | $-40,600,000 |
| Tax Provision | $160,500,000 | $291,700,000 | $68,700,000 | $1,189,500,000 |
| Net Policyholder Benefits And Claims | $8,684,000,000 | $8,774,300,000 | $7,765,700,000 | $6,492,100,000 |
| Policyholder Benefits Gross | $10,355,900,000 | $10,414,500,000 | $10,131,900,000 | $8,049,400,000 |
| Policyholder Benefits Ceded | $1,671,900,000 | $1,640,200,000 | $2,366,200,000 | $1,557,300,000 |
Fetched: 2026-06-18
Balance Sheet (Annual)
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Assets | ||||
| Net Tangible Assets | $9,016,400,000 | $8,146,800,000 | $7,837,700,000 | $6,845,200,000 |
| Total Assets | $341,376,500,000 | $313,663,600,000 | $305,046,700,000 | $290,867,000,000 |
| Goodwill And Other Intangible Assets | $2,867,500,000 | $2,939,600,000 | $3,078,300,000 | $3,131,500,000 |
| Other Intangible Assets | $1,267,000,000 | $1,389,900,000 | $1,469,800,000 | $1,533,300,000 |
| Receivables | $22,894,600,000 | $23,261,600,000 | $24,610,500,000 | $25,376,000,000 |
| Accounts Receivable | $22,894,600,000 | $23,261,600,000 | $24,610,500,000 | $25,376,000,000 |
| Cash Cash Equivalents And Short Term Investments | $32,247,500,000 | $72,462,900,000 | $70,380,800,000 | $67,737,900,000 |
| Cash And Cash Equivalents | $4,431,000,000 | $4,211,900,000 | $4,707,700,000 | $4,848,000,000 |
| Debt | ||||
| Total Debt | $3,954,000,000 | $4,108,000,000 | $3,992,000,000 | $4,077,700,000 |
| Long Term Debt And Capital Lease Obligation | $3,926,300,000 | $3,955,300,000 | $3,930,900,000 | $3,697,100,000 |
| Long Term Debt | $3,926,300,000 | $3,955,300,000 | $3,930,900,000 | $3,697,100,000 |
| Current Debt And Capital Lease Obligation | $27,700,000 | $152,700,000 | $61,100,000 | $380,600,000 |
| Current Debt | $27,700,000 | $152,700,000 | $61,100,000 | $380,600,000 |
| Other Current Borrowings | - | $119,000,000 | $2,500,000 | - |
| Net Debt | - | - | - | - |
| Liabilities | ||||
| Total Liabilities Net Minority Interest | $328,985,200,000 | $302,194,600,000 | $293,836,100,000 | $280,587,200,000 |
| Non Current Deferred Liabilities | $1,856,400,000 | $1,706,000,000 | $1,613,300,000 | $1,324,200,000 |
| Non Current Deferred Taxes Liabilities | $1,856,400,000 | $1,706,000,000 | $1,613,300,000 | $1,324,200,000 |
| Current Notes Payable | $3,923,500,000 | - | - | $299,900,000 |
| Payables And Accrued Expenses | $17,812,900,000 | $18,112,300,000 | $19,641,400,000 | $20,455,300,000 |
| Payables | $17,812,900,000 | $18,112,300,000 | $19,641,400,000 | $20,455,300,000 |
| Other Payable | $17,783,400,000 | $18,103,700,000 | $19,629,500,000 | $20,436,100,000 |
| Total Tax Payable | $29,500,000 | $8,600,000 | $11,900,000 | $19,200,000 |
| Income Tax Payable | $29,500,000 | $8,600,000 | $11,900,000 | $19,200,000 |
| Equity | ||||
| Common Stock Equity | $11,883,900,000 | $11,086,400,000 | $10,916,000,000 | $9,976,700,000 |
| Total Equity Gross Minority Interest | $12,391,300,000 | $11,469,000,000 | $11,210,600,000 | $10,279,800,000 |
| Stockholders Equity | $11,883,900,000 | $11,086,400,000 | $10,916,000,000 | $9,976,700,000 |
| Gains Losses Not Affecting Retained Earnings | $-4,188,400,000 | $-5,224,800,000 | $-5,345,300,000 | $-6,879,000,000 |
| Other Equity Adjustments | $-4,188,400,000 | $-5,224,800,000 | $-5,345,300,000 | $-6,879,000,000 |
| Retained Earnings | $18,071,300,000 | $17,583,500,000 | $16,683,500,000 | $16,697,300,000 |
| Preferred Securities Outside Stock Equity | - | - | - | - |
| Other | ||||
| Treasury Shares Number | $279,503,320 | $268,509,747 | $255,841,111 | $246,300,000 |
| Ordinary Shares Number | $217,380,912 | $226,225,161 | $236,438,294 | $243,500,000 |
| Share Issued | $496,884,232 | $494,734,908 | $492,279,405 | $489,800,000 |
| Tangible Book Value | $9,016,400,000 | $8,146,800,000 | $7,837,700,000 | $6,845,200,000 |
| Invested Capital | $15,837,900,000 | $15,194,400,000 | $14,908,000,000 | $14,054,400,000 |
| Total Capitalization | $15,810,200,000 | $15,041,700,000 | $14,846,900,000 | $13,673,800,000 |
| Minority Interest | $507,400,000 | $382,600,000 | $294,600,000 | $303,100,000 |
| Treasury Stock | $13,279,400,000 | $12,378,100,000 | $11,335,700,000 | $10,586,900,000 |
| Additional Paid In Capital | $11,275,400,000 | $11,100,900,000 | $10,908,600,000 | $10,740,400,000 |
| Capital Stock | $5,000,000 | $4,900,000 | $4,900,000 | $4,900,000 |
| Common Stock | $5,000,000 | $4,900,000 | $4,900,000 | $4,900,000 |
| Line Of Credit | $27,700,000 | $33,700,000 | $58,600,000 | $80,700,000 |
| Investments And Advances | $76,841,800,000 | $71,569,300,000 | $67,987,400,000 | $65,359,200,000 |
| Goodwill | $1,600,500,000 | $1,549,700,000 | $1,608,500,000 | $1,598,200,000 |
| Net PPE | $701,400,000 | $769,400,000 | $938,400,000 | $996,100,000 |
| Other Short Term Investments | $27,816,500,000 | $68,251,000,000 | $65,673,100,000 | $62,889,900,000 |
Fetched: 2026-06-18
Cash Flow Statement (Annual)
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Free Cash Flow | ||||
| Free Cash Flow | $4,438,700,000 | $4,534,100,000 | $3,690,400,000 | $3,056,600,000 |
| Operating Activities | ||||
| Operating Cash Flow | $4,536,700,000 | $4,602,900,000 | $3,792,400,000 | $3,172,900,000 |
| Cash Flow From Continuing Operating Activities | $4,536,700,000 | $4,602,900,000 | $3,792,400,000 | $3,172,900,000 |
| Operating Gains Losses | $-101,500,000 | $83,900,000 | $-179,500,000 | $-627,300,000 |
| Investing Activities | ||||
| Capital Expenditure | $-98,000,000 | $-68,800,000 | $-102,000,000 | $-116,300,000 |
| Investing Cash Flow | $-4,135,800,000 | $-5,399,000,000 | $-1,346,900,000 | $1,058,500,000 |
| Cash Flow From Continuing Investing Activities | $-4,135,800,000 | $-5,399,000,000 | $-1,346,900,000 | $1,058,500,000 |
| Financing Activities | ||||
| Repurchase Of Capital Stock | $-902,700,000 | $-1,042,400,000 | $-740,400,000 | $-1,695,000,000 |
| Issuance Of Capital Stock | $43,700,000 | $67,700,000 | $57,800,000 | $181,700,000 |
| Financing Cash Flow | $-181,800,000 | $300,300,000 | $-2,585,800,000 | $-1,715,400,000 |
| Cash Flow From Continuing Financing Activities | $-181,800,000 | $300,300,000 | $-2,585,800,000 | $-1,715,400,000 |
| Net Other Financing Charges | $1,770,300,000 | $1,813,800,000 | $-1,186,700,000 | $725,900,000 |
| Cash Dividends Paid | $-684,000,000 | $-658,400,000 | $-625,500,000 | $-642,300,000 |
| Common Stock Dividend Paid | $-684,000,000 | $-658,400,000 | $-625,500,000 | $-642,300,000 |
| Net Common Stock Issuance | $-859,000,000 | $-974,700,000 | $-682,600,000 | $-1,513,300,000 |
| Common Stock Issuance | $43,700,000 | $67,700,000 | $57,800,000 | $181,700,000 |
| Other | ||||
| Repayment Of Debt | $-400,100,000 | $-100,000 | $-764,000,000 | $-302,000,000 |
| Issuance Of Debt | $0 | $21,800,000 | $691,500,000 | $15,400,000 |
| Interest Paid Supplemental Data | $172,600,000 | $170,300,000 | $170,700,000 | $175,800,000 |
| Income Tax Paid Supplemental Data | $220,700,000 | $117,700,000 | $68,100,000 | $142,100,000 |
| End Cash Position | $4,431,000,000 | $4,211,900,000 | $4,707,700,000 | $4,848,000,000 |
| Beginning Cash Position | $4,211,900,000 | $4,707,700,000 | $4,848,000,000 | $2,332,000,000 |
| Changes In Cash | $219,100,000 | $-495,800,000 | $-140,300,000 | $2,516,000,000 |
| Common Stock Payments | $-902,700,000 | $-1,042,400,000 | $-740,400,000 | $-1,695,000,000 |
| Net Issuance Payments Of Debt | $-409,100,000 | $119,600,000 | $-91,000,000 | $-285,700,000 |
| Net Short Term Debt Issuance | $-9,000,000 | $97,900,000 | $-18,500,000 | $900,000 |
| Net Long Term Debt Issuance | $-400,100,000 | $21,700,000 | $-72,500,000 | $-286,600,000 |
| Long Term Debt Payments | $-400,100,000 | $-100,000 | $-764,000,000 | $-302,000,000 |
| Long Term Debt Issuance | $0 | $21,800,000 | $691,500,000 | $15,400,000 |
| Net Investment Purchase And Sale | $-3,519,000,000 | $-4,707,300,000 | $-1,257,200,000 | $2,162,600,000 |
| Sale Of Investment | $12,816,400,000 | $10,954,800,000 | $11,079,100,000 | $21,583,400,000 |
| Purchase Of Investment | $-16,335,400,000 | $-15,662,100,000 | $-12,336,300,000 | $-19,420,800,000 |
| Net Investment Properties Purchase And Sale | $65,500,000 | $-42,000,000 | $-55,500,000 | $128,800,000 |
| Sale Of Investment Properties | $201,000,000 | $125,800,000 | $132,000,000 | $374,000,000 |
| Purchase Of Investment Properties | $-135,500,000 | $-167,800,000 | $-187,500,000 | $-245,200,000 |
| Net Business Purchase And Sale | $-5,600,000 | $-27,100,000 | $0 | $0 |
| Purchase Of Business | $-5,600,000 | $-27,100,000 | $0 | $0 |
| Net PPE Purchase And Sale | $-98,000,000 | $-68,800,000 | $-102,000,000 | $-116,300,000 |
| Purchase Of PPE | $-98,000,000 | $-68,800,000 | $-102,000,000 | $-116,300,000 |
| Change In Working Capital | $2,602,100,000 | $2,692,400,000 | $1,934,400,000 | $2,461,900,000 |
| Change In Other Working Capital | $217,100,000 | $74,400,000 | $-490,800,000 | $4,234,900,000 |
| Change In Receivables | $-181,000,000 | $53,100,000 | $-36,700,000 | $-3,301,900,000 |
| Changes In Account Receivables | $-181,000,000 | $53,100,000 | $-36,700,000 | $-3,301,900,000 |
| Other Non Cash Items | $-345,200,000 | $13,600,000 | $-495,000,000 | $-565,000,000 |
| Stock Based Compensation | $109,900,000 | $108,700,000 | $99,400,000 | $91,300,000 |
| Unrealized Gain Loss On Investment Securities | $-120,100,000 | $-130,000,000 | $-55,400,000 | $185,300,000 |
| Amortization Of Securities | $480,500,000 | $431,000,000 | $428,100,000 | $422,400,000 |
| Depreciation And Amortization | $251,400,000 | $256,200,000 | $272,700,000 | $295,900,000 |
| Earnings Losses From Equity Investments | $-127,700,000 | $10,900,000 | $-110,200,000 | $-111,000,000 |
| Gain Loss On Investment Securities | $69,400,000 | $160,700,000 | $95,700,000 | $233,100,000 |
| Gain Loss On Sale Of Business | $-43,200,000 | $-87,700,000 | $-165,000,000 | $-749,400,000 |
| Net Income From Continuing Operations | $1,255,500,000 | $1,597,900,000 | $670,100,000 | $4,797,500,000 |
| Sale Of Business | - | - | $0 | $0 |
| Short Term Debt Issuance | - | - | - | $900,000 |
Fetched: 2026-06-18