Financial Services
Principal Financial Group, Inc.(PFG)
Live Price
Offline$111.12
+1.30% today
1Y Change
+36.09%
Window
Jun 23, 2025 โ Jun 5, 2026
- Market Cap
- $21.90B
- Revenue Growth
- -3.1%
- EPS Growth
- -21.4%
- Dividend Yield
- 3.1%
Coverage: 240 bars ยท Jun 23, 2025 โ Jun 5, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Principal Financial Group, Inc. (PFG) is a Financial Services stock with a market cap of $21.90B and listed on NASDAQ. The stock last traded around $111.12 and up 36.1% across the available one-year price window (Jun 23, 2025 โ Jun 5, 2026). Baseline metrics include revenue growth of -3.1%, EPS growth of -21.4%, a dividend yield of 3.1%. What stands out right now is revenue -3.1%, EPS -21.4%, free cash flow -2.1% with operating margin 12.4% and ROIC -16.6%. The dividend matters to the case here, with a current yield around 3.1%. Valuation is more restrained than many high-expectation growth names at P/E 14.4 and price/sales 1.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines PFG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-3.1% vs +3.4% peer median
Operating Margin
Above sector median
+12.4% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 23, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -3.1% and EPS is at -21.4%, with operating margin around 12.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.4% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 23, 2026 | โ | +2.4% | +4.0% | +7.1% |
2026 Feb 9, 2026 | -1.8% | -2.4% | -4.1% | -6.5% |
2025 Oct 27, 2025 | -4.5% | +3.3% | +4.3% | +6.3% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PFG
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
PFG Max Drawdown
-12.75%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PFG and SPY.
Company Overview
Principal Financial Group, Inc.
NASDAQ Global Select
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 Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension 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, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life 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 in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
- Leadership
- Deanna Dawnette Strable-Soethout
- IPO Date
- Oct 23, 2001
- Employees
- 19.7k
- Street Address
- 711 High Street
- Mailing
- Des Moines, IA, 50392
- Region
- Des Moines, IA, US
- Reporting Currency
- USD
- Investor Line
- 515 247 5111
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 14.4
- EV/EBITDA
- 11.4
- Price/Sales
- 1.4
- Price/Book
- 1.9
Growth
- Revenue
- -3.1%
- EPS
- -21.4%
- Free Cash Flow
- -2.1%
Profitability
- Gross Margin
- 48.7%
- Operating Margin
- 12.4%
- Net Margin
- 10.0%
- ROE
- 13.3%
- ROIC
- -16.6%
Balance Sheet
- Debt/Equity
- 0.33
- Current Ratio
- 0.23
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.