Stock Evaluator: Principal Financial Group, Inc. (PFG)

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Principal Financial Group, Inc. PFG

$113.70 -0.25 -0.22%
July 31, 2026 3:59:59 PM EST November 10, 2021 Volume: 2,897,423
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NASD | DELAYED PRICE
SECTOR INDUSTRY
Financials Insurance

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
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COMPANY SUMMARY
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.

Commentary & Analysis


Financial Summary

Share Statistics PFG Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $24,350.1 $7,055.8 88%
Shares Out (Mil) 218.7 66.0 78%
Institutional Ownership 99.4% 81.8% 88%
Float (Mil) 212.8 67.4 75%
Beta 0.89 0.52 53%
Avg Daily Volume (000s) 2,017 186 82%
Price Change
(52-week)
48.5% 90.4% 79%
Growth PFG Industry
Median
Percentile
(All Stocks)
Sales (5yr) 1.2% 5.6% 20%
Net Income (5yr) (3.2%) 14.5% 36%
EPS (5yr) 0.8% 15.6% 32
Dividends (5yr) 6.6% 3.8% 95%
Cash Flow (5yr) (4.3%) (14.5%) 62%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 8 7 11
Current EPS $2.511 $9.588 $10.318
Month Ago EPS $2.454 $9.320 $10.199
# Rev Up 1 0 0
# Rev Down 0 1 1
Three Months Ago EPS $2.449 $9.288 $10.173
Year/Year Chg 36.5% 82.6% 108.9%
Financials PFG Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $15,693 $5,065 89%
Net Income (TTM) (Mil) $1,559 $534 90%
EPS (TTM) $7.131 $2.500 91%
Operating Cash Flow (TTM) (Mil) $5,012 $499 95%
Net Cash Flow (TTM) (Mil) $1,601 $3 96%
Long-Term Debt (Q1) (Mil) $3,975 $844 83%
Enterprise Value (Q1) (Mil) $24,435 $7,585 86%
Valuation PFG Industry
Median
Percentile
(All Stocks)
P/B 2.01 1.77 51%
P/E 16.2 12.9 40%
Dividend Yield 3.0% 0.9% 84%
PEG (5yr hist) 20.2 0.5 97%
Ratios PFG Industry
Median
Percentile
(All Stocks)
Gross Margin 47.3% 33.4% 59%
Net Margin 9.9% 9.9% 63%
ROA 0.5% 2.7% 42%
ROE 13.2% 14.8% 67%
Liabilities to Assets 96.3% 76.7% 93%
F-Score 8 6 94%

Principal Financial Group, Inc. did not pass any screens on 7/31/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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