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StockVS

NASDAQ · Asset Management · USD

Principal Financial Group, Inc. (PFG) Stock Analysis

Principal Financial Group, Inc. (PFG) is a Asset Management stock listed on NASDAQ and quoted in US Dollar.

Last Updated: October 21, 2026

PFG

$108.44

+$0.50 (+0.46%)

Oct 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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PFG Key Statistics

As of Oct 21, 2026
Trading
Open
$108.41
Previous Close
$107.94
Day's Range
107.80–109.08
52-Week Range
78.56–121.18
Volume
851.58K
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
0.87
Valuation
Market Cap
$23.22B
P/E Ratio
15.45
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
10.60
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
1.06
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
1.48
EPS (ttm)Profit attributable to each share over the last twelve months.
7.02
Financials (FY)
Revenue (FY)
$15.63B−3.11%
Net Income (FY)
$1.19B−24.56%
Profit marginThe share of revenue left as profit after all costs and taxes.
9.93%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
214.10M
1-Year Return
+41.30%
Dividend and dates
Dividend
$3.36+3.11%
Ex-Dividend Date
September 3, 2026
Earnings Date
October 26, 2026
Avg Volume
1.34M

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

Key facts

As of October 21, 2026, PFG closed at $108.44, +41.30% over 1 year.

Principal Financial Group, Inc. (PFG) has a market capitalization of $23.22B.

In fiscal 2025, PFG reported revenue of $15.63B.

PFG Stock Return by Calendar Year

Principal Financial Group, Inc. (PFG) 10-year return: what $10,000 became

1 year
$10,000 $14,130
+41.30%
5 years
$10,000 $18,750
+87.50%
10 years
$10,000 $29,845
+198.45%

If you had invested $10,000 in Principal Financial Group, Inc. (PFG) 10 years ago, at the close on October 21, 2016, it would have been worth $29,845 at the close on October 21, 2026: +198.45% in total, +11.55% a year, with dividends reinvested. A historical calculation from closing prices adjusted for splits and dividends, before fees and taxes.

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)+25.98%
2025+18.38%
2024+1.87%
2023−2.83%
2022+20.10%
2021+51.35%
2020−5.19%
2019+29.71%
2018−34.96%
2017+25.52%
2016 (partial year)+22.30%

As of October 21, 2026.

PFG Revenue and Earnings by Fiscal Year

FY ends December
Fiscal yearRevenueNet incomeNet margin
2025$15.63B$1.19B7.6%
2024$16.13B$1.57B9.7%
2023$13.67B$623.20M4.6%
2022$17.54B$4.76B27.1%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$15.63B——$1.19B7.6%
2024$16.13B——$1.57B9.7%
2023$13.67B——$623.20M4.6%
2022$17.54B——$4.76B27.1%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

PFG Dividend History

$3.08+8.1% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$2.463—
2025$3.084+8.1%
2024$2.854+9.6%
2023$2.604+1.6%
YearDividends per sharePaymentsChange
2026 (partial year)$2.463—
2025$3.084+8.1%
2024$2.854+9.6%
2023$2.604+1.6%
2022$2.564+4.9%
2021$2.444+8.9%
2020$2.244+2.8%
2019$2.184+3.8%
2018$2.104+12.3%
2017$1.874+334.9%
2016$0.431—

Most recent payment: $0.82 per share, ex-dividend September 3, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

PFG Valuation vs Asset Management Median

Median of 512 stocks
MetricPFGAsset Management medianvs median
P/E15.459.4464% above
P/S ratio1.488.590.2x the median
Profit margin9.93%74.97%65.0 pts below

Medians across 512 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of October 21, 2026.

Recent News

All 20 articles ↓

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

The market values Principal Financial Group, Inc. (PFG) at $23.22B. The company sits in the Financial Services sector, in the Asset Management industry. Headcount on file is 19,700.

PFG last closed at $108.44 on October 21, 2026. That is +$0.50 (+0.46%) against the previous close. Over the past 52 weeks the price has ranged from $78.56 to $121.18. The latest close sits 38.03% above that 52-week low.

Financial Health

The most recent full year on file, fiscal 2025, shows revenue of $15.63B. Against the prior fiscal year total of $16.13B, that is a change of −3.11%. Net income for the same year was $1.19B. That is −24.56% against the prior fiscal year. The reported profit margin is 9.93%. That is 65 percentage points below the Asset Management median of 74.97%. Trailing earnings per share are 7.02.

Across the 4 fiscal years on file, revenue moves from $17.54B in 2022 to $15.63B in 2025. Of those 4 years, 4 report positive net income.

Valuation Assessment

PFG trades at a trailing price-to-earnings ratio of 15.45. That is 63.67% above the Asset Management median of 9.44. On forward earnings the ratio is 10.6. The PEG ratio, which sets the P/E against expected earnings growth, reads 1.06. The price-to-sales ratio is 1.48. On price-to-sales that is 0.2 times the Asset Management median of 8.59. The medians here are taken across 512 Asset Management companies that report the metric.

The reported beta is 0.87. Daily returns over the trailing 10 years annualize to a volatility of 31.82%. Over the trailing twelve months the total return is +41.30%. Measured over 10 years, that is +11.55% a year compounded.

Growth & Income

Shareholders receive a dividend, yielding 3.11% on the latest price. That is 5.8 percentage points below the Asset Management median yield of 8.91%. At the indicated rate that is $3.36 a share a year. The ex-dividend date on file is September 3, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $2.46 a share. The year before, 2025, totalled $3.08 a share.

The strongest complete calendar year on file is 2021 at +51.35%; the weakest is 2018 at −34.96%. Of the 9 complete calendar years on file, 6 finished higher. So far in 2026 the total return is +25.98%.

Peer Comparison

Principal Financial Group, Inc. (PFG) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Principal Financial Group, Inc. PFG $23.22B 15.5
BlackRock, Inc. BLK $184.31B 25.8
Blackstone Inc. BX $127.43B 23.9
Brookfield Corporation BN $83.74B 69.5

The Asset Management industry average P/E ratio is 9.4x. Principal Financial Group, Inc. trades at a P/E of 15.5.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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About Principal Financial Group, Inc.

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.

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