Principal Financial Group Inc
PFG
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- PFG operates in the asset management industry, which is experiencing a favorable growth cycle as investors seek diversified portfolios amidst economic uncertainty.
- Revenue increased by 11% compared to the prior quarter, reaching $3.9 billion.
- The company has a market capitalization of approximately $23.49 billion, indicating strong investor interest.
- PFG faces significant competition in the asset management sector, which may pressure margins and market share.
- The trailing P/E ratio is 15.63, suggesting the stock may be overvalued compared to industry peers.
- The company's net income for 2023 was $623.2 million, a decrease from $1.57 billion in 2024, indicating potential profitability concerns.
Fundamentals
| Market cap | $23.50B | Enterprise value | $22.43B | Trailing P/E | 15.64 | Forward P/E | 10.66 |
| PEG | 1.06 | Price / book | 1.94 | Beta | 0.87 | Dividend yield | 3.06% |
| Revenue growth | 6.4% | Earnings growth | 2.8% | Gross margin | 47.3% | Operating margin | 12.3% |
| Profit margin | 9.9% | ROE | 12.9% | ROA | 0.4% | Debt / equity | 0.35 |
| Current ratio | 1.59 | Free cash flow | $1.06B | Analyst recommendation | hold | Mean target | $111.58 |
| 52w high | $121.18 | 52w low | $77.90 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $3.9B | $3.5B | $4.6B | $3.7B | $3.7B | — |
| Op margin | — | — | — | — | — | — |
| Net income | $403M | $425M | $517M | $214M | $406M | — |
| Gross margin | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — |
- Revenue +11% vs prior quarter ($3.9B vs $3.5B).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $15.6B | $16.1B | $13.7B | $17.5B |
| Op margin | — | — | — | — |
| Net income | $1.2B | $1.6B | $623M | $4.8B |
| Gross margin | — | — | — | — |
| Gross profit | — | — | — | — |
| Operating income | — | — | — | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · PFG Stock Outperforms Industry, Trades at a Discount: Time to Buy?
2026-10-09 · Keefe Bruyette & Woods Adjusts PT on Principal Financial to $115 From $117
2026-10-07 · Here's What to Expect From Principal Financial Group’s Next Earnings Report
2026-10-07 · Zacks Industry Outlook Prudential Financial, Assurant, Oscar and Horace Mann
2026-10-06 · 5 Stocks to Buy From the Prosperous Multiline Insurance Industry
2026-10-06 · Barclays Adjusts Principal Financial Group PT to $86 From $92, Maintains Underweight Rating
2026-10-04 · 3 U.S. Life Insurance Stocks That Could Benefit From Higher Long Term Yields
2026-10-01 · Principal® to Announce Third Quarter 2026 Financial Results
2026-09-30 · Why Principal Financial (PFG) is a Top Dividend Stock for Your Portfolio
2026-09-29 · PFG vs. ALIZY: Which Stock Is the Better Value Option?
2026-09-29 · 3 Principal Financial Group Mutual Funds to Keep on Your Radar
2026-09-28 · Is the Options Market Predicting a Spike in Principal Financial Stock?
Price (daily)
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