US · Financial Services · Asset Management
EPS came in at 2.22 against a street estimate of 2.46 — a miss of 9.8%.
Analysts rate Principal Financial Group Inc a hold (2 buy, 8 hold, 2 sell out of 12) with an average price target of $109.42.
CONFIDENT Principal delivered strong year-to-date growth, maintained targets and capital flexibility, while active-equity outflows and Beam integration remain near-term challenges. Q3 FY26 International pension AUM rose 10% to $166 billion, with positive flows across all locations; Brazil equities are under 1% of pension AUM. Analysts focused on accounting changes, Brazil exposure, investment-management flows, Beam integration and capital conversion. Management emphasized transparency, diversification and improving Beam economics through repapering. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.42% |
| Nippon Life Insurance Co. | 8.54% |
| Vanguard Capital Management, LLC | 6.35% |
| Vanguard Portfolio Management, LLC | 5.30% |
| State Street Corp | 4.83% |
| Bank of America Corp | 3.24% |
| Charles Schwab Investment Management Inc | 3.06% |
| Capital World Investors | 2.84% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the quarter ended September 30, 2026, net income attributable to Principal Financial Group, Inc. was $631.9 million, compared | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Principal Financial Group (PFG) reported 3Q26 GAAP net income attributable to PFG of $631.9 million, or $2.91 per diluted share, v | 2026-10-26 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Principal Financial Group reported total assets under management (AUM) of $785.0 billion as of September 30, 2026. • The filing p | 2026-10-19 |
| Material agreement · Q3 2026 PRINCIPAL FINANCIAL GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New credit facility size: $900,000,000 with expandable capacity to $1,300,000, | 2026-09-10 |
| Quarterly report · Q2 2026 PRINCIPAL FINANCIAL GROUP, INC. – Q2 2026 SUMMARY HEADLINE NUMBERS • Total assets: $352.8 billion (June 30, 2026) vs. $341.4 billion (December 31, 2 | 2026-07-29 |
| Results announced · Q3 2026 PRINCIPAL FINANCIAL GROUP — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Diluted earnings per share (EPS): $1.84 reported, up 3% year-over-year; Non- | 2026-07-27 |
| Reg FD disclosure · Q3 2026 PRINCIPAL FINANCIAL GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total Assets Under Management (AUM): $808.0 billion as of June 30, 2026 • Prin | 2026-07-20 |
| Material agreement · Q2 2026 PRINCIPAL FINANCIAL GROUP, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $400,000,000 aggregate principal amount of 5.300% Senior Notes | 2026-06-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.85 / share ex-date Dec 2, 2026 · pay Dec 18, 2026 | 2026-12-02 |
| Dividend | $0.84 / share ex-date Sep 3, 2026 · pay Sep 25, 2026 | 2026-09-03 |
| Dividend | $0.82 / share ex-date Jun 1, 2026 · pay Jun 26, 2026 | 2026-06-01 |
| Dividend | $0.80 / share ex-date Mar 11, 2026 · pay Mar 27, 2026 | 2026-03-11 |
| Dividend | $0.79 / share ex-date Dec 3, 2025 · pay Dec 19, 2025 | 2025-12-03 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Principal Financial Group Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.