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Principal Financial (PFG)

Profile

Full Name

Principal Financial Group, Inc.

Ticker Symbol

NASDAQ: PFG

Exchange

NASDAQ

Sector

Financial Services

Industry

Asset Management

Country

United States

IPO

October 23, 2001

Indexes

S&P 500

Website

http://www.principal.com

Employees

19700

Key Details

Price

$81.00(+0.61%)

Market cap

Last Dividend

$0.76

TTM Dividend yield

3.65%

Annual revenue

$16.13B(+18.02% YoY)

Annual EPS

$6.68(+161.96% YoY)

PE ratio

17.53

Next earnings date

Jul 28, 2025

Next ex-dividend date

N/A

Next split date

N/A

Quick Search

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    Analyst ratings

    Price

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    Current Price

    $81.00
    PFG price is $81.00

    30-Day Relative Volume

    0.54
    PFG 30-day relative volume is 0.54

    Price Performance

    Price Most recent change

    +0.61%
    PFG price was up +0.61% on Jul 3, 2025

    Price YTD change

    +4.64%
    PFG price is up +4.64% since January 1st

    Price 1-year change

    +2.32%
    PFG price is up +2.32% year-on-year

    Price 3-year change

    +19.52%
    PFG price is up +19.52% over the past 3 years

    Price Range

    Price All-time high

    $96.17
    PFG price is currently -15.77% below its historical high of $96.17

    Price 3-year low

    $61.05
    PFG price is currently +32.68% above its 3-year low

    Capitalization

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    Market cap

    Market cap

    $18.16B
    PFG market capitalization is $18.16 billion

    Market cap 3-year change

    +7.23%
    PFG market capitalization is up +7.23% over the past 3 years

    Market cap All-time high

    $23.44B
    PFG market capitalization is currently -22.53% below its historical high of $23.44 billion

    Market cap sector rank

    88.94%
    PFG market capitalization is higher than 88.94% of companies in Financial Services sector

    Shares Outstanding

    Shares Outstanding 1-Year Change

    -3.49%
    PFG shares outstanding is down -3.49% year-on-year

    Shares Outstanding 3-Year Change

    -10.29%
    PFG shares outstanding is down -10.29% over the past 3 years

    Technical Indicators

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    Beta

    1.08
    PFG beta is 1.08

    200-day SMA

    $81.60
    PFG price is currently -0.74% below its 200-day simple moving average

    50-day SMA

    $77.63
    PFG price is currently +4.34% above its 50-day simple moving average

    RSI

    64.45
    PFG 14-day relative strength index is 64.45

    Volume

    0.54
    PFG 30-day relative volume is 0.54

    ATR

    $1.35
    PFG average true range is $1.35

    10-day Historical Volatility

    14.05%
    PFG 10-day historical volatility is 14.05%

    Dividend

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    Events

    Last Paid Dividend

    $0.76
    PFG last dividend was $0.76 per share, with an ex-dividend date of June 2, 2025

    Next Dividend

    -
    PFG next dividend has not yet been announced

    Dividend per share

    Dividend per share

    $2.85
    PFG annual dividend per share is $2.85

    Dividend per share Sector Rank

    92.36%
    PFG annual dividend per share is higher than 92.36% of companies in Financial Services sector

    Dividend per share 1-Year Change

    +9.62%
    PFG annual dividend per share is up +9.62% year-on-year

    Dividend per share 3-Year Change

    +16.8%
    PFG annual dividend per share is up +16.8% over the past 3 years

    Dividend yield

    Dividend yield

    3.52%
    PFG annual dividend yield is 3.52%

    Dividend yield Sector Rank

    40.55%
    PFG annual dividend yield is higher than 40.55% of companies in Financial Services sector

    Other

    Payout ratio

    41.91%
    PFG annual payout ratio is 41.91%

    Dividends paid

    $658.40M
    PFG annual dividends paid is $658.40 million

    Free cash flow

    $4.53B
    PFG annual free cash flow is $4.53 billion

    Income Statement

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    Revenue

    Revenue

    $16.13B
    PFG annual revenue is $16.13 billion

    Revenue Analysts estimate

    $16.27B
    PFG annual revenue is currently -0.89% lower than the consensus analysts' forecast

    Revenue 1-year change

    +18.02%
    PFG annual revenue is up +18.02% year-on-year

    Revenue Sector rank

    94.44%
    PFG annual revenue is higher than 94.44% of companies in Financial Services sector

    EPS

    EPS

    $6.68
    PFG annual earnings per share is $6.68

    EPS Analysts estimate

    $8.08
    PFG annual earnings per share is currently -17.35% lower than the consensus analysts' forecast

    EPS 1-year change

    +161.96%
    PFG annual earnings per share is up +161.96% year-on-year

    EPS Sector rank

    88.91%
    PFG annual earnings per share is higher than 88.91% of companies in Financial Services sector

    Profit

    Gross profit

    -
    PFG annual gross profit value is unknown

    Gross margin

    -
    PFG annual gross profit margin value is unknown

    Operating profit

    -
    PFG annual operating income value is unknown

    Operating margin

    -
    PFG annual operating profit margin value is unknown

    Net income

    $1.57B
    PFG annual net profit is $1.57 billion

    Net margin

    9.74%
    PFG annual net profit margin is 9.74%

    Expenses

    Total expenses

    $14.24B
    PFG annual total expenses is $14.24 billion

    Operating expenses

    $5.36B
    PFG annual total operating expenses is $5.36 billion

    Cost of goods sold

    -
    PFG annual cost of goods sold value is unknown

    Selling, general & administrative expenses

    -
    PFG annual SGA value is unknown

    Depreciation and amortization

    $256.20M
    PFG annual depreciation & amortization is $256.20 million

    Interest expense

    -
    PFG annual interest expense value is unknown

    Income tax

    $291.70M
    PFG annual income tax is $291.70 million

    EBIT & EBITDA

    EBIT

    $1.89B
    PFG annual earnings before interest & taxes is $1.89 billion

    EBITDA

    $2.15B
    PFG annual EBITDA is $2.15 billion

    Balance Sheet

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    Assets

    Total assets

    $313.66B
    PFG annual total assets is $313.66 billion

    Non current assets

    $97.57B
    PFG annual long term assets is $97.57 billion

    Current assets

    $53.20B
    PFG annual total current assets is $53.20 billion

    Cash and cash equivalents

    $4.21B
    PFG annual cash & cash equivalents is $4.21 billion

    Accounts receivable

    $23.26B
    PFG annual accounts receivable is $23.26 billion

    Inventory

    -
    PFG annual inventory value is unknown

    Liabilities

    Total liabilities

    $302.19B
    PFG annual total liabilities is $302.19 billion

    Long term liabilities

    $5.66B
    PFG annual total long term liabilities is $5.66 billion

    Current liabilities

    $18.27B
    PFG annual total current liabilities is $18.27 billion

    Accounts payable

    -
    PFG annual accounts payable value is unknown

    Debt

    Total debt

    $4.11B
    PFG annual total debt is $4.11 billion

    Total debt 1-year change

    +2.91%
    PFG annual total debt is up +2.91% year-on-year

    Long term debt

    $3.96B
    PFG annual long term debt is $3.96 billion

    Short term debt

    $152.70M
    PFG annual short term debt is $152.70 million

    Equity & Capital

    Shareholders equity

    $11.09B
    PFG annual stockholders equity is $11.09 billion

    Book value

    $11.09B
    PFG annual book value is $11.09 billion

    Retained earnings

    $17.58B
    PFG annual retained earnings is $17.58 billion

    Working capital

    $34.93B
    PFG annual working capital is $34.93 billion

    Cash Flow Statement

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    Cashflow Activities

    Cash from operations

    $4.60B
    PFG annual cash flow from operations is $4.60 billion

    Cash from operations 1-year change

    +21.37%
    PFG annual cash flow from operations is up +21.37% year-on-year

    Cash from investing

    -$5.40B
    PFG annual cash flow from investing activities is -$5.40 billion

    Cash from investing 1-year change

    -300.85%
    PFG annual cash flow from investing activities is down -300.85% year-on-year

    Cash from financing

    $300.30M
    PFG annual cash flow from financing activities is $300.30 million

    Cash from financing 1-year change

    +111.61%
    PFG annual cash flow from financing activities is up +111.61% year-on-year

    CAPEX

    CAPEX

    $68.80M
    PFG annual capital expenditures is $68.80 million

    CAPEX 1-year change

    -32.55%
    PFG annual capital expenditures is down -32.55% year-on-year

    Free Cash Flow

    Free cash flow

    $4.53B
    PFG annual free cash flow is $4.53 billion

    Free cash flow 1-year change

    +22.86%
    PFG annual free cash flow is up +22.86% year-on-year

    Profitability Ratios

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    Margins

    Gross margin

    -
    PFG annual gross profit margin value is unknown

    Operating margin

    -
    PFG annual operating profit margin value is unknown

    Net margin

    9.74%
    PFG annual net profit margin is 9.74%

    ROA & ROE

    ROA

    0.51%
    PFG annual return on assets is 0.51%

    ROE

    13.85%
    PFG annual return on equity is 13.85%

    Valuation

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    PE Ratio

    PE ratio

    17.53
    PFG price to earnings ratio is 17.53

    PE ratio Sector rank

    59.14%
    PFG price to earnings ratio is higher than 59.14% of companies in Financial Services sector

    PB Ratio

    PB ratio

    1.62
    PFG price to book ratio is 1.62

    PB ratio Sector rank

    68.8%
    PFG price to book ratio is higher than 68.8% of companies in Financial Services sector

    PS Ratio

    PS ratio

    1.15
    PFG price to sales ratio is 1.15

    PS ratio Sector rank

    16.46%
    PFG price to sales ratio is higher than 16.46% of companies in Financial Services sector

    Enterprise value

    Enterprise value

    $18.63B
    PFG enterprise value is $18.63 billion

    Enterprise value Sector rank

    88.27%
    PFG enterprise value is higher than 88.27% of companies in Financial Services sector

    EV/EBITDA

    EV/EBITDA

    -
    PFG EV/EBITDA value is unknown

    EV/EBITDA Sector rank

    -
    PFG EV/EBITDA is unknown

    Financial Health

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    Liquidity

    Current ratio

    2.91
    PFG annual current ratio is 2.91

    Quick ratio

    -
    PFG annual quick ratio value is unknown

    Leverage

    Debt to equity

    0.37
    PFG annual debt to equity ratio is 0.37

    Interest coverage ratio

    -
    PFG annual interest coverage ratio value is unknown

    Risk & Stability

    Piotroski F-Score

    -
    PFG piotroski f-score value is unknown

    Altman Z-Score

    0.32
    PFG altman z-score is 0.32

    Analyst ratings

    Recent major analysts updates

    May 19, 25 Morgan Stanley
    Underweight
    May 7, 25 Keefe, Bruyette & Woods
    Market Perform
    May 6, 25 Morgan Stanley
    Underweight
    Apr 29, 25 Wells Fargo
    Underweight
    Apr 29, 25 UBS
    Neutral
    Apr 29, 25 Keefe, Bruyette & Woods
    Market Perform
    Apr 11, 25 Barclays
    Underweight
    Apr 10, 25 Wells Fargo
    Underweight
    Apr 10, 25 Morgan Stanley
    Underweight
    Apr 2, 25 UBS
    Neutral

    Institutional Ownership

    Screeners with PFG included

    Highest dividend in sector
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    • What is the ticker symbol for Principal Financial?
    • Does Principal Financial pay dividends?
    • What sector is Principal Financial in?
    • What industry is Principal Financial in?
    • What country is Principal Financial based in?
    • When did Principal Financial go public?
    • Is Principal Financial in the S&P 500?
    • Is Principal Financial in the NASDAQ 100?
    • Is Principal Financial in the Dow Jones?
    • When was Principal Financial's last earnings report?
    • When does Principal Financial report earnings?

    What is the ticker symbol for Principal Financial?

    The ticker symbol for Principal Financial is NASDAQ:PFG

    Does Principal Financial pay dividends?

    Yes, Principal Financial pays dividends. The last payment was $0.76, with an ex-dividend date on June 2, 2025

    What sector is Principal Financial in?

    Principal Financial is in the Financial Services sector

    What industry is Principal Financial in?

    Principal Financial is in the Asset Management industry

    What country is Principal Financial based in?

    Principal Financial is headquartered in United States

    When did Principal Financial go public?

    Principal Financial's initial public offering (IPO) was on October 23, 2001

    Is Principal Financial in the S&P 500?

    Yes, Principal Financial is included in the S&P 500 index

    Is Principal Financial in the NASDAQ 100?

    No, Principal Financial is not included in the NASDAQ 100 index

    Is Principal Financial in the Dow Jones?

    No, Principal Financial is not included in the Dow Jones index

    When was Principal Financial's last earnings report?

    Principal Financial's most recent earnings report was on April 24, 2025

    When does Principal Financial report earnings?

    The next expected earnings date for Principal Financial is July 28, 2025
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