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USFinancial Services

Principal Financial Group Inc (PFG)

US · Financial Services · Asset Management

$115.94-0.60%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$3.91B
Revenue YoY
+6.4%
Net profit
$403.4M
Profit YoY
-0.7%
EPS
$2.50
EPS estimate
$2.33
Net margin
10.3%

EPS came in at 2.50 against a street estimate of 2.33 — a beat of 7.3%.

Key statistics

Market cap
$24.87B
P/E
16.4
Forward P/E
9.4
P/B
2.03
Book value
$56.57
EPS (TTM)
$7.10
Dividend yield
2.77%
52-week high
$121.18
52-week low
$75.30
50-day MA
$112.62
200-day MA
$99.36
Beta
0.87

Analyst view

Analysts rate Principal Financial Group Inc a hold (3 buy, 6 hold, 3 sell out of 12) with an average price target of $111.83.

Shareholding

Insiders
1.12%
Institutions
81.33%

Largest institutional holders

FundStake
BlackRock Inc9.49%
Nippon Life Insurance Co.8.47%
Vanguard Capital Management, LLC6.29%
Vanguard Portfolio Management, LLC5.26%
State Street Corp4.75%
Bank of America Corp4.12%
Capital World Investors2.82%
Charles Schwab Investment Management Inc2.77%

Recent filings & reports

DocumentDate
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
Shareholder vote results · Q2 2026
PRINCIPAL FINANCIAL GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholders meeting held: May 19, 2026 • Company: Principal Financial
2026-05-20
Quarterly report · Q1 2026
PRINCIPAL FINANCIAL GROUP, INC. — Q1 2026 SUMMARY HEADLINE NUMBERS • Net income attributable to PFG: $424.6 million (Q1 2026) vs. $48.1 million (Q1
2026-04-29
Proxy statement · Q2 2026
PRINCIPAL FINANCIAL GROUP PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Directors – Vote FOR each of 11 director
2026-04-06

Readable in the app.

Corporate actions

ActionDetailDate
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
Dividend$0.78 / share
ex-date Sep 4, 2025 · pay Sep 26, 2025
2025-09-04

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Data updated 2026-09-18.