PFG logo

PRINCIPAL FINANCIAL GROUP

PFGNASDAQ
πŸ† #499 by market capEarnings Oct 22 Β· PostUS Equity
$113.89β–Ό $0.74 (βˆ’0.65%)
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24hβ–Ό 0.7%
7dβ–² 0.3%
14dβ–Ό 3.8%
30dβ–² 2.2%
ytdβ–² 29.1%
1yβ–² 38.1%
🏦Market Cap
$24.38B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+3.3%
Slowing
πŸ“ŠGross Margin
β€”
πŸ’΅FCF Margin
30.7%
Strong
βš–οΈP/S Ratio
1.6x
Cheap
Otter Score
72
Fair

Trading Snapshot

Day Range
$113.13 – $114.92
52-Week Range
$77.90 – $121.18
Volume
$2.11B
Avg Volume
$2.54B
Shares Outstanding
214.1M
Next Earnings
Nov 13, 2026

Fundamentals Snapshot

Annual Revenue
$15.63B
Last Q Revenue
$3.91B
P/E Ratio
15.8
P/S Ratio
1.6x
EPS (TTM)
$7.05
Dividend Yield
2.83%
Dilution (1yr)
βˆ’3.8%

Why Investors Own PFG

  • βœ“High-growth profile β€” revenue up +28.6% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 65% gross margin and 13% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

PFG logo

PRINCIPAL FINANCIAL GROUP

PFG
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$15.6Bβ–Ό βˆ’3.1% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
45.2%β–Ό βˆ’0.9% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$1.4Bβ–Ό βˆ’25.1% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$4.4Bβ–Ό βˆ’2.1% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
222.4Mβ–Ό βˆ’3.8% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$477Mβ–² +$373M YoY
StockOtter Β· stockotter.space

About PRINCIPAL FINANCIAL GROUP

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
72/100

Analyst Ratings

β“˜
Consensus
Hold
23 analysts
Strong Buy0
Buy2
Hold14
Sell6
Strong Sell1
Ratings as of Sep 2026

Latest News & Updates

πŸš€
Zacks Investment ResearchΒ·6h ago

PFG vs. ALIZY: Which Stock Is the Better Value Option?

Investors with an interest in Insurance - Multi line stocks have likely encountered both Principal Financial (PFG) and Allianz SE (ALIZY). But which of these two stocks presents investors with the better value opportunit

πŸ›°οΈ
Zacks Investment ResearchΒ·1d ago

Is the Options Market Predicting a Spike in Principal Financial Stock?

Investors need to pay close attention to PFG stock based on the movements in the options market lately.

Zacks Investment ResearchΒ·4d ago

Here's Why Principal Financial (PFG) is a Strong Value Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Defense WorldΒ·5d ago

Comparing Principal Financial Group (NASDAQ:PFG) & American Integrity Insurance Group (NYSE:AII)

American Integrity Insurance Group (NYSE: AII - Get Free Report) and Principal Financial Group (NASDAQ: PFG - Get Free Report) are both finance companies, but which is the superior investment? We will compare the two com

Zacks Investment ResearchΒ·6d ago

Here's Why Principal Financial (PFG) is a Strong Momentum Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment ResearchΒ·12d ago

3 Life Insurers to Watch as Annuity Sales Hit First-Half Record Highs

Record annuity demand creates opportunities for Prudential, Principal Financial and MetLife as retirement needs and pension solutions grow.