Stock detail

Principal Financial (PFG) stock price, chart, and key data

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PFG

Stock detail

Principal Financial

PFG · XNAS

-$2.06 (-1.88%) past day

$107.79

Overnight $105.65 (-1.99%)

XNAS24/5 tradingLast updated: Jul 25, 01:01 PM

Key metrics

Financials

Quarterly revenue, profitability, and balance-sheet snapshot

2.321.741.160.580.00
FY2025 Q2Reported Revenue: $4BExpected Revenue: $4BNet income: $406MReported EPS: 1.79Expected EPS: 2.16
FY2025 Q3Reported Revenue: $4BExpected Revenue: $4BNet income: $214MReported EPS: 0.95Expected EPS: 2.10
FY2025 Q4Reported Revenue: $5BExpected Revenue: $4BNet income: $517MReported EPS: 2.32Expected EPS: 2.19
FY2026 Q1Reported Revenue: $4BExpected Revenue: $4BNet income: $425MReported EPS: 1.93Expected EPS: 2.07
FY2026 Q2Expected Revenue: $4B
FY2026 Q3Expected Revenue: $4B
4.6B3.7B2.7B1.8B915.3M0
FY25 Q2Q3Q4FY26 Q1Q2Q3

Dividend

Past Dividend Performance

$0.79

$0.80

$0.82

2025/122026/32026/6

Annual Dividend Yield

3.04%

Dividend

$0.82 / Stock

Frequency

Quarterly Payment

Operating income & Operating cash flow

Quarterly revenue, profitability, and balance-sheet snapshot

1.7B1.4B1B697.5M348.7M0
FY2024 Q4Operating income: $1BOperating cash flow: $1B
FY2025 Q1Operating income: $64MOperating cash flow: $977M
FY2025 Q2Operating income: $517MOperating cash flow: $812M
FY2025 Q3Operating income: $252MOperating cash flow: $1B
FY2025 Q4Operating income: $646MOperating cash flow: $2B
FY2026 Q1Operating income: $522MOperating cash flow: $187M
FY24 Q4FY25 Q1Q2Q3Q4FY26 Q1

Total assets & Total liabilities

Quarterly revenue, profitability, and balance-sheet snapshot

341.4B273.1B204.8B136.6B68.3B0
FY2024 Q4Total assets: $314BTotal liabilities: $302B
FY2025 Q1Total assets: $313BTotal liabilities: $301B
FY2025 Q2Total assets: $323BTotal liabilities: $311B
FY2025 Q3Total assets: $334BTotal liabilities: $322B
FY2025 Q4Total assets: $341BTotal liabilities: $329B
FY2026 Q1Total assets: $333BTotal liabilities: $320B
FY24 Q4FY25 Q1Q2Q3Q4FY26 Q1

Total equity & Shares outstanding

Quarterly revenue, profitability, and balance-sheet snapshot

12.4B9.9B7.4B5B2.5B0
FY2024 Q4Total equity: $11BShares outstanding: 225.6M
FY2025 Q1Total equity: $12BShares outstanding: 224.2M
FY2025 Q2Total equity: $12BShares outstanding: 222.8M
FY2025 Q3Total equity: $12BShares outstanding: 219.7M
FY2025 Q4Total equity: $12BShares outstanding: 216.8M
FY2026 Q1Total equity: $12BShares outstanding: 216M
FY24 Q4FY25 Q1Q2Q3Q4FY26 Q1

Day range

$106.30 - $109.85

52-week range

$75.00 - $114.90

Close price

$107.32

Market cap

$23.2B

P/E ratio

15.47

Beta

0.88

Financials

FY2026 Q1

Operating income

$522M

Operating cash flow

$187M

EPS

1.93

Shares outstanding

216M

Total assets

$333B

Total equity

$12B

Total liabilities

$320B

About the company

Principal Financial Group, Inc.

Principal Financial Group, Inc. is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.

Analyst rating summary

A current read on analyst sentiment from the insight feed.

Mean target

$108

Current price $109
Low$92.00High$125

6

Hold

/ 10

Recent calls

07/15/2026

Bank of America Securities

Joshua Shanker

Sell

07/12/2026

KBW

Ryan Krueger

Hold · Price target $112

07/09/2026

Jefferies

Suneet Kamath

Hold · Price target $98.00

Ticker holders

Review politician disclosures and insider transactions in tabs.

Holder directory

Select a heading to reorder by name, activity date, buy/sell, or displayed value.

6/6

#1Ro Khanna

democrat · House · CA-17

child
  • Buy$1,000 / $8,000 / $15,000
  • Sell$1,000 / $8,000 / $15,000
$2,000/$16,000/$30,000

#2Ro Khanna

democrat · House · CA-17

spouse
  • Sell$1,000 / $8,000 / $15,000
  • Sell$1,000 / $8,000 / $15,000
$2,000/$16,000/$30,000

#3Ro Khanna

democrat · House · CA-17

self
  • Sell$1,000 / $8,000 / $15,000
$1,000/$8,000/$15,000

#4Julie Johnson

democrat · House · TX-32

self
2024
103/12/193

#5Lisa McClain

republican · House · MI-9

spouse
  • Sell$1,001 / $8,001 / $15,000
  • Sell$1,001 / $8,001 / $15,000
  • Buy$1,001 / $8,001 / $15,000
  • Buy$1,001 / $8,001 / $15,000
  • Buy$1,001 / $8,001 / $15,000
10/1/19

#6Donald J Trump

republican · Executive

self
2026
4/1/9

Market action

A concise summary of the latest filing, transaction, or market-moving item.

Principal Financial Group Inc. (PFG) filed a Form 8-K on July 20, 2026, to provide an interim Regulation FD disclosure on its assets under management ahead of its full quarterly earnings materials. The company reported that, as of June 30, 2026, total assets under management were $808.0 billion. Of that amount, $601.9 billion was managed by Principal Asset Management – Investment Management, while $168.5 billion was managed by Principal Asset Management – International Pension. The disclosure was made under Item 7.01, Regulation FD Disclosure, and is intended to provide investors with AUM information before the company’s quarterly earnings release and financial supplement for the quarter ended June 30, 2026. Principal said the AUM figures will be presented in the same format in its financial supplement, expected to be posted to the company’s investor relations website on or about July 27, 2026. The filing did not report a securities transaction, executive appointment, acquisition, dividend, financing, or insider trading activity. Instead, it provides an early operating metric that investors often use to assess asset-management scale and market-driven changes in the business. For the second quarter ended June 30, 2026, Principal noted that foreign currency translation, market performance, and other items not included in net cash flow had an approximately 6.4% positive impact as a percentage of beginning-period AUM. The company also highlighted that, during periods of market dislocation and wider dispersion of investment returns, investors should pay attention to its exposure to small- and mid-cap equities, international equity products, high-yield and preferred securities within fixed income AUM, and exchange-rate movements in emerging markets. The filing was signed on July 20, 2026, by Humphrey Lee, Vice President – Investor Relations.

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