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Principal Financial (PFG) Price & Analysis

PFG Stock Chart & Stats

No data to display
Day’s Range
N/A
52-Week Range
N/A
Previous Close
N/A
Volume
N/A
Average Volume (3M)
N/A
Market Cap
MXN 445.37B
Enterprise Value
MXN 29.25B
Total Cash (Recent Filing)
MXN 4.45B
Total Debt (Recent Filing)
MXN 4.50B
Price to Earnings (P/E)
12.4
Beta
0.00
Next Earnings
Feb 10, 2027
EPS Estimate
45.39
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Strong Cash Generation

Principal 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 Growth

Growth 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 Returns

Healthy 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 Volatility

The 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 Outflows

Persistent 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 Headwind

Beam 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 is Principal Financial’s market cap?
Principal Financial’s market cap is Mex$445.37B.
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 Mex$41.705 earnings per share for the quarter, missing the consensus estimate of Mex$45.594 by -Mex$3.889.
Is Principal Financial overvalued?
Not enough analysts have published a price target to calculate whether the price is overvalued.
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 212,376,460 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of Mex$41.705 in its last earnings report, missing expectations of Mex$45.594. Following the earnings report the stock price went same ―.
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