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Principal Financial (MX:PFG)
:PFG

Principal Financial (PFG) Price & Analysis

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PFG Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationRobust operating and free cash flow provide substantial internal funding for dividends, buybacks, strategic investment, and balance-sheet needs. FCF tracking net income closely also supports earnings quality, reducing reliance on external financing to sustain shareholder returns.
Diversified Growth PlatformsGrowth across managed assets, private markets, and international pensions broadens Principal’s earnings base beyond any single product or geography. This diversification can support durable fee growth and strengthen competitive positioning as retirement demand and alternative investments expand.
Improving Underwriting And Capital StrengthBetter specialty-benefits underwriting indicates stronger risk pricing and operating execution, while substantial excess capital supports resilience and strategic flexibility. Together, these factors improve the company’s capacity to absorb volatility, invest in growth, and maintain capital returns.
Bears Say
Investment-management OutflowsLarge outflows can reduce fee-bearing assets and pressure investment-management revenue, particularly when concentrated strategies represent a meaningful source of client relationships. Persistent flow weakness could also weaken scale benefits and require additional spending to rebuild performance and distribution momentum.
Uneven Earnings DurabilityThe pronounced multi-year swings make recent margin and earnings improvements less certain as a durable baseline. Uneven performance can complicate capital planning, reduce confidence in recurring earnings power, and leave results more dependent on cycle conditions than on steady operating expansion.
Market-sensitive Asset BasePrincipal’s asset-management economics remain exposed to market levels, currency movements, and performance across several risk-sensitive asset classes. Adverse conditions can lower AUM and fee revenue even without client withdrawals, making earnings and capital-generation trends less predictable.

Principal Financial News

PFG FAQ

What was Principal Financial’s price range in the past 12 months?
Currently, no data Available
What is Principal Financial’s market cap?
Principal Financial’s market cap is $417.69B.
    When is Principal Financial’s upcoming earnings report date?
    Principal Financial’s upcoming earnings report date is Oct 22, 2026 which is in 39 days.
      How were Principal Financial’s earnings last quarter?
      Principal Financial released its earnings results on Jul 27, 2026. The company reported $42.425 earnings per share for the quarter, beating the consensus estimate of $39.676 by $2.749.
        Is Principal Financial overvalued?
        According to Wall Street analysts Principal Financial’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Principal Financial pay dividends?
          Principal Financial does not currently pay dividends.
          What is Principal Financial’s EPS estimate?
          Principal Financial’s EPS estimate is 42.61.
            How many shares outstanding does Principal Financial have?
            Principal Financial has 214,104,640 shares outstanding.
              What happened to Principal Financial’s price movement after its last earnings report?
              Principal Financial reported an EPS of $42.425 in its last earnings report, beating expectations of $39.676. Following the earnings report the stock price went same N/A.
                Which hedge fund is a major shareholder of Principal Financial?
                Currently, no hedge funds are holding shares in MX:PFG
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Principal Financial

                  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.

                  Principal Financial (PFG) Earnings & Revenues

                  PFG Company Deck

                  PFG Earnings Call

                  Q2 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call highlighted robust operating performance across multiple businesses — double-digit EPS growth, margin expansion (200 bps), improved ROE, strong underwriting in Benefits & Protection, AUM growth, and disciplined capital returns (raised dividend, large buybacks). These positives were tempered by significant Investment Management net outflows (~$11 billion) driven by an unusual market environment concentrated in a few U.S. active equity strategies, some fee-rate and performance-metric pressure, and elevated corporate investments/severance. Management maintained guidance, emphasized portfolio actions (Beam acquisition, Hong Kong transition, Chile sale) and a strong capital position, indicating confidence in navigating the near-term fund flow challenges.View all MX:PFG earnings summaries

                  PFG Revenue Breakdown

                  52.36%52.36%17.99%31.78%0.65%0.26%-2.33%-0.44%-0.26%
                  52.36% Retirement and Income Solutions
                  17.99% Principal Asset Management
                  31.78% Benefits and Protection
                  0.65% Corporate
                  0.26% Net realized capital gains (losses), net of related revenue adjustments
                  -2.33% Revenues from exited business
                  -0.44% Adjustments related to equity method investments
                  -0.26% Market risk benefit derivative settlements
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                  PFG Stock 12 Month Forecast

                  Average Price Target

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