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PFG · Principal Financial Group Inc

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$116.68 -1.83 (-1.54%) At close · Sep 4
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$25.20B
Shares
216.01M

PFG metrics

73 of 114 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$116.68
Market cap
$25.20B

Price action

19 metrics
Price change (1W)
+5.7%
Price change (30D)
+2.7%
Price change (3M)
+14.5%
Price change (6M)
+26.7%
Price change (YTD)
+34.3%
Price change (1Y)
+47.8%
Trailing year
Price change (5Y)
+79.6%
52-week high
$118.51
52-week low
$78.39
Change from 52-week high
+0.0%
Change from 52-week low
+51.2%
Annualized volatility
22.7%
Beta
0.7
RSI (14D)
67.1
Price vs SMA 50
+5.8%
Price vs SMA 200
+20.1%
Avg volume (3M)
1.40M
Relative volume
2.7
Average dollar volume
$155.70M

Company

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

Valuation

12 metrics
P / E (TTM)
17.0
Trailing earnings · reciprocal yield 5.9%
PEG ratio
0.0
EV / revenue
1.6×
reciprocal yield 60.6%
EV / EBITDA
—
EV / EBIT
—
P / sales
1.7×
reciprocal yield 60.4%
P / book
2.2
reciprocal yield 46.2%
FCF yield
—
TTM · current market cap
Buyback yield
3.5%
P / FCF
—
P / operating cash flow
6.8
reciprocal yield 14.6%
Earnings yield
6.1%

Historical valuation

8 metrics
P / E historical average (3Y)
16.7×
reciprocal yield 6.0%
P / E historical average (5Y)
13.5×
reciprocal yield 7.4%
EV / revenue historical average (3Y)
1.2×
reciprocal yield 83.8%
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
2.7%
Trailing 12 months
Payout ratio
44.1%
Shareholder yield
6.2%
Dividend / share (TTM)
$3.25
Dividend growth YoY
+7.6%
Dividend growth streak
5
Last ex-dividend
2026-09-03

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-07-28

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
10.1%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$1.56B
Trailing 12 months
Diluted EPS (TTM)
$6.97
FCF margin
—
Effective tax rate
14.4%

Per share

11 metrics
Revenue per diluted share (TTM)
—
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
—
Operating cash flow per diluted share (TTM)
—
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)
—
Book value per share
$9.54

Growth

11 metrics
Revenue growth YoY
-4.5%
Year over year
Net income growth YoY
+782.7%
Revenue (TTM)
$15.46B
Trailing 12 months
EPS growth YoY
+819.0%
Shares change YoY
-3.7%
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
13.2%
Return on assets
0.5%
Debt / equity
0.3
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
—
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
$108.10M
Latest balance sheet
Cash & equivalents
$4.05B
Total assets
$332.70B
Total debt
$3.95B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$3.75B
Capital expenditures (TTM)
—
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$82.60M
R&D / revenue
—
Stock compensation / revenue
—

Ownership (13F)

3 metrics
13F filers
950
13F filer change QoQ
+31
Institutional ownership
78.9%

Short interest

3 metrics
Short interest
4.1%
Latest settlement · 8.4 days to cover
Days to cover
8.4d
Short-squeeze score
67 / 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) 469 filings 458 filers Visit website Investor relations