PFG Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationPrincipal is converting reported earnings into substantial cash, providing internally generated funding for investment, dividends, buybacks, and resilience. The close relationship between free cash flow and net income supports the durability of its earnings quality, although debt coverage remains less robust.
Retirement Ecosystem GrowthGrowth in recurring deposits, participant engagement, and roll-ins strengthens Principal’s workplace-retirement franchise and can build recurring fee revenue over time. Increasing assets and customer participation also deepen relationships with employers and participants, supporting retention and cross-selling.
Capital Strength And ReturnsHealthy returns on equity, strong free-capital conversion, and a substantial capital buffer give Principal flexibility to support regulated operations and return capital to shareholders. This combination indicates a business generating attractive returns while retaining capacity to absorb operating variability.
Bears Say
Revenue VolatilityThe sharp trailing revenue decline and history of substantial year-to-year swings make Principal’s earnings base less predictable than its profitability alone suggests. Revenue volatility can affect fee income, investment results, and management’s ability to sustain growth through changing business conditions.
Active Equity OutflowsPersistent outflows from active equity strategies can reduce assets under management and recurring fee revenue, while also weakening the scale economics of the investment-management platform. Continued pressure would make growth more dependent on other businesses and positive market movements.
Beam Integration HeadwindBeam expands Principal’s small-business offering but currently reduces earnings while policies are repapered onto Principal’s platforms and networks. Until integration benefits emerge, the acquisition adds execution risk and can dilute near-term profitability within an otherwise improving benefits franchise.
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 $445.39B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Feb 10, 2027 which is in 101 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Oct 26, 2026. The company reported $41.707 earnings per share for the quarter, missing the consensus estimate of $45.595 by -$3.889.
Is Principal Financial overvalued?
According to Wall Street analysts Principal Financial’s price is currently Undervalued.
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 45.39.
How many shares outstanding does Principal Financial have?
Principal Financial has 212,800,000 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $41.707 in its last earnings report, missing expectations of $45.595. 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
Principal Financial Stock Smart Score
Neutral
1
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10
Analyst Consensus
Hold
Average Price Target:
$2,097.49 (― Upside)
$2,097.49 (― Upside)
Blogger Sentiment
Bullish
MX:PFG Sentiment 67%
Sector Average 56%
Sector Average 56%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
39.56%
12-Months-Change
Fundamentals
Return on Equity
16.49%
Trailing 12-Months
Asset Growth
1.70%
Trailing 12-Months
Learn more about TipRanks Smart Score
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.
PFG Company Deck
PFG Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was predominantly positive. Principal reported 12% year-to-date EPS growth at the high end of its target, strong capital generation and shareholder returns, growth across retirement, SMB, international pension, life, private markets, and ETFs, and a healthy capital position. The main challenges were negative company net cash flow driven by active equity outflows, investment management earnings pressure, a modest Beam earnings drag, claims volatility in individual disability, and increased caution among small and mid-sized businesses.View all MX:PFG earnings summariesPFG Revenue Breakdown
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
PFG Stock 12 Month Forecast
Average Price Target
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