Principal Financial Group, Inc.
PFG Financial Services Insurance - Diversified NASDAQ
$92.20
+$0.99 (+1.09%)
Open: $91.43 | High: $92.78 | Low: $91.43 | Prev Close: $91.21
Market Cap: $20.54B
Volume: 412K | Avg: 1.3M
Last updated: January 26, 2026 at 06:04 PMInvestment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 330
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 13.52 |
| P/B Ratio | 1.77 |
| P/S Ratio | 1.30 |
| EPS | $6.82 |
| Beta | 0.90 |
| Shares Outstanding | 222.77M |
| 52-Week High | $92.78 |
| 52-Week Low | $68.39 |
| SMA 50 | $87.89 |
| SMA 200 | $81.19 |
| Dividend Yield | 3.34% |
| Annual Dividend | $3.08 |
| Next Earnings | February 09, 2026 09:00 PM ET |
Financial Ratios
| Gross Margin | 47.0% |
| Operating Margin | 12.0% |
| Net Margin | 10.0% |
| ROE | 13.9% |
| ROA | 0.5% |
| Debt/Equity | 0.34 |
| Current Ratio | 0.28 |
| Quick Ratio | 0.28 |
Balance Sheet
| Total Assets | $313.66B |
| Total Liabilities | $302.19B |
| Total Equity | $11.09B |
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|
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| Cash | $4.21B |
| Total Debt | $4.11B |
| Net Debt | $-103,900,000 |
Income Statement
| Revenue | $16.13B |
| Gross Profit | $7.35B |
| Operating Income | $1.89B |
| Net Income | $1.57B |
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|
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| EBITDA | $2.15B |
| Revenue/Share | $70.51 |
Cash Flow
| Operating CF | $4.60B |
| CapEx | $68.80M |
| Free Cash Flow | $4.53B |
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| Book Value/Share | $54.12 |
| Tangible Book/Share | $41.42 |
| Equity/Share | $52.05 |
Technical Indicators
| RSI (14) | 50.00 Neutral |
| MACD |
0.00
Signal: 0.00
|
| Volatility | 0.00% |
| Trading Signal | Neutral |
Performance & Returns
Insufficient historical data
Insufficient historical data (need 200+ days, have 0)Sector Comparison (Financial Services)
| Metric | PFG | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 13.52 | 53.72 | 15% |
| P/B Ratio | 1.77 | 2.1 | 46% |
| ROE (%) | 13.87% | 12.58% | 52% |
| Net Margin (%) | 9.96% | 18.59% | 14% |
| Stock Score | 330 | 393.0 | 2% |
Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFG | $92.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | 50.00 | 0.00 | 0.00% | 0 | Neutral | Mixed |
Candlestick Patterns
There wasn't any recognizable pattern for the PFG stock
News Sentiment
| 📊 Ticker | 📰 Headline | 💭 Sentiment | 📡 Source | 🔗 URL |
|---|---|---|---|---|
| PFG | Campbell & CO Investment Adviser LLC Trims Stock Position in Principal Financial Group, Inc. $PFG | Neutral | defenseworld.net | Read More |
| PFG | PFG Outperforms Industry, Trades Near 52-Week High: Time to Buy? | Neutral | zacks.com | Read More |
| PFG | Nordea Investment Management AB Has $3.98 Million Stock Position in Principal Financial Group, Inc. $PFG | Neutral | defenseworld.net | Read More |
| PFG | Conning Inc. Lowers Position in Principal Financial Group, Inc. $PFG | Neutral | defenseworld.net | Read More |
| PFG | Deanna Strable to Speak at 2026 Bank of America Financial Services Conference | Neutral | businesswire.com | Read More |
Recent Insider Trading
No recent insider trading data available for PFG
Company Information
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 Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension 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, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life 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 in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
| CEO | Deanna Dawnette Strable-Soethout |
| Employees | 19700 |
| Country | US |
| IPO Date | 2001-10-23 |
| Exchange | NASDAQ |
| Website | https://www.principal.com |
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Similar Stocks (Financial Services - Insurance - Diversified)
Rating Metrics Explained
DCF Score (Discounted Cash Flow)
Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.
ROE Score (Return on Equity)
Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.
ROA Score (Return on Assets)
Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.
D/E Score (Debt-to-Equity)
Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.
P/E Score (Price-to-Earnings)
Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.
P/B Score (Price-to-Book)
Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.
Rating Recommendations:
Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:
-
Strong Buy (5/5): Excellent score - strong positive indicator
- The metric significantly outperforms industry averages (top 20% of companies)
- Indicates exceptional financial health or attractive valuation in that category
-
Buy (4/5): Good score - positive indicator
- Above-average performance (top 40% of companies)
- Shows strong fundamentals with room for improvement
-
Neutral (3/5): Average score - neutral indicator
- Performance in line with industry median (middle 20%)
- Neither significantly positive nor negative signal
-
Sell (2/5): Below average - negative indicator
- Below-average performance (bottom 40% of companies)
- Suggests weakness in this particular metric
-
Strong Sell (1/5): Poor score - strong negative indicator
- Significantly underperforms industry (bottom 20%)
- Indicates potential risk or overvaluation in that category