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PFG · Principal Financial Group Inc · Metrics

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$108.18 +0.24 (+0.22%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$23.32B
Shares
216.01M
Volume · Oct 21 162.46K Avg daily vol (3M) 1.35M

PFG metrics

86 of 122 screener metrics currently available.

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Market overview

2 metrics
Share price
$107.94
Market cap
$23.32B

Price action

20 metrics
Price change (1W)
+0.3%
Price change (30D)
-7.3%
Price change (3M)
-1.5%
Price change (6M)
+12.8%
Price change (YTD)
+22.4%
Price change (1Y)
+36.7%
Trailing year
Price change (5Y)
+54.7%
52-week high
$118.51
52-week low
$78.97
Change from 52-week high
-8.9%
Change from 52-week low
+36.7%
Annualized volatility
22.2%
Annualized volatility (3M)
22.0%
Beta
0.6
RSI (14D)
40.3
Price vs SMA 50
-4.1%
Price vs SMA 200
+5.0%
Avg volume (3M)
1.35M
Relative volume
0.9
Average dollar volume
$152.39M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
216.01M

Valuation

12 metrics
P / E (TTM)
15.4
Trailing earnings · reciprocal yield 6.5%
PEG ratio
5.5
EV / revenue
1.4×
reciprocal yield 70.8%
EV / EBITDA
—
EV / EBIT
—
P / sales
1.5×
reciprocal yield 68.0%
P / book
1.9
reciprocal yield 52.6%
FCF yield
—
TTM · current market cap
Buyback yield
4.3%
P / FCF
—
P / operating cash flow
4.6
reciprocal yield 21.7%
Earnings yield
6.8%

Historical valuation

8 metrics
P / E historical average (3Y)
15.7×
reciprocal yield 6.4%
P / E historical average (5Y)
12.6×
reciprocal yield 7.9%
EV / revenue historical average (3Y)
1.2×
reciprocal yield 81.1%
EV / revenue historical average (5Y)
1.2×
reciprocal yield 80.2%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
3.0%
Trailing 12 months
Payout ratio
44.6%
Shareholder yield
7.3%
Dividend / share (TTM)
$3.25
Dividend growth YoY
+7.6%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-09-03

Earnings calendar

2 metrics
Next earnings
2026-10-27
Last earnings
2026-07-28

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
9.9%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$1.56B
Trailing 12 months
Diluted EPS (TTM)
$7.02
FCF margin
—
Effective tax rate
14.3%

Per share

11 metrics
Revenue per diluted share (TTM)
$70.81
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$7.05
Operating cash flow per diluted share (TTM)
$22.65
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.29
Book value per share
$56.57

Growth

11 metrics
Revenue growth YoY
+6.4%
Year over year
Net income growth YoY
-0.7%
Revenue (TTM)
$15.69B
Trailing 12 months
EPS growth YoY
+2.8%
Shares change YoY
-3.4%
Year over year · fewer shares
Revenue CAGR (3Y)
-3.8%
Revenue CAGR (5Y)
+1.2%
EPS CAGR (3Y)
-34.4%
EPS CAGR (5Y)
+0.8%
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
12.8%
Return on assets
0.4%
Debt / equity
0.4
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
—
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
$918.90M
Latest balance sheet
Cash & equivalents
$5.26B
Total assets
$352.75B
Total debt
$4.34B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$5.01B
Capital expenditures (TTM)
—
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$82.60M
R&D / revenue
—
Stock compensation / revenue
—

Ownership (13F)

9 metrics
13F filers
965
13F filer change QoQ
+46
Institutional ownership
79.1%
Conviction holders (share of 13F filers)
0.4%
Crowding (high-turnover and private-fund holders)
6.7%
Private-fund adviser ownership
6.5%
Active holders' share change QoQ
+0.4%
Holder tenure
17.7
Price vs estimated holder cost
+23.0%

Ownership (registered funds)

1 metrics
Index-fund ownership
25.8%

Short interest

3 metrics
Short interest
3.8%
Latest settlement · 5.5 days to cover
Days to cover
5.5d
Short-squeeze score
60 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 177 filings 169 filers Visit website Investor relations