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PFG · Principal Financial Group Inc

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$113.55 +0.58 (+0.51%) At close · Nov 13
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$24.12B
Shares
212.38M
Volume · Nov 13 953.69K Avg daily vol (3M) 1.27M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$113.55 Open$113.77 Day$112.22–113.79 52W close$81.01–118.51 Avg vol 30d1.2M Short int8.9M · 4.2% of shares · 6.5d Short vol67% Last earningsOct 27, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 29

Up next

Next earnings call
Feb 9, 2027 Est · unconfirmed · in 12 wks
Q3 2026 earnings call transcript
call held Oct 27, 2026
Play latest call

Latest documents

2026
Oct 29
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Nine-month net income increased to $1,459.9 million

Principal Financial Group, Inc. reported net income attributable of $1,459.9 million for the nine months ended September 30, 2026, compared with $668.1 million in 2025. The increase reflected a $778.9 million net rise in after-tax income from exited business.

Revenue $4.62B ▲ 25.4% Net income $631.9M ▲ 195.6% Diluted EPS $2.91 ▲ 206.3%
Read from the MD&A section
3 source passages
**For the nine months ended September 30,** | | **2026** | | **2025** | Net income attributable to Principal Financial Group, Inc. | **$** | **631.9** | | $ | 213.8 | | $ | 418.1 | | **$** | **1,459.9** | | $ | 668.1 | | $ | 791.8 | Net income attributable to Principal Financial Group, Inc. increased due to a $778.9 million net increase in after-tax income from exited business, primarily related to a $1,063.8 million change in fair value of the funds withheld embedded derivative net of a $314.2 million after-tax impact associated with the disposition of our Chilean annuities business. Open the document at this passage
Oct 27
Earnings call
Q3 2026 earnings call

Principal Financial Group reported third-quarter non-GAAP operating earnings of $482 million and EPS of $2.22, with year-to-date EPS growth of 12%; it returned $429 million to shareholders.

Oct 26
Current report 8-K
Financial results

Principal Financial Group, Inc. reported net income attributable to PFG of $631.9 million and non-GAAP operating earnings per diluted share, excluding significant variances, of $2.49 for the third quarter 2026. It announced a fourth quarter dividend of $0.85 per share.

Oct 19
Current report 8-K
Regulation FD disclosure

Principal Financial Group reported $785.0 billion in assets under management as of September 30, 2026, including $581.7 billion by Principal Asset Management - Investment Management and $166.2 billion by Principal Asset Management - International Pension.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$16.63B
Trailing 12 months
Net income (TTM)
$1.98B
Trailing 12 months
Revenue growth YoY
+25.4%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
12.6
Trailing earnings · reciprocal yield 7.9%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$53.10M
Latest balance sheet
Dividend yield
2.9%
Trailing 12 months
Shares change YoY
-3.7%
Year over year · fewer shares
Price change (1Y)
+34.2%
Trailing year
Short interest
4.2%
Latest settlement · 6.5 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲76.6% $4.75B $905.40M '24 Q4* ▼8.8% $3.70B $48.10M '25 Q1 ▼14.8% $3.67B $406.20M '25 Q2 ▲22.2% $3.68B $213.80M '25 Q3 ▼3.7% $4.58B $517.00M '25 Q4* ▼4.5% $3.53B $424.60M '26 Q1 ▲6.4% $3.91B $403.40M '26 Q2 LATEST ▲25.4% $4.62B $631.90M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +8%
above
Price vs 50-day avg +1%
above
RSI (14) 53
neutral
MACD trend Positive
52-week position 87%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +8%
trailing
YTD return +29%
this year
Relative strength +8%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $113 › 200d $105 — 50d above 200d
Institutional flow Accumulating
891 of 968 funds reported for Sep 30 · net +79.5K sh shares · +83 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.18% of shares out · ▲ +12.6% MoM · 6.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
968 holders — near 3-yr high, broad support
Squeeze score 69
elevated · 0–100
Fundamentals
Strong
Revenue growth −3%
Y/Y
EPS growth −21%
Y/Y
Valuation P/E 12.6
below peers
Buyback $1.5B
authorized
Balance sheet $477.0M
net cash
Quant / Vol
risk profile
Very Low
Volatility 23%
annualized · 1-yr
Max drawdown −13%
past year
ATR 2.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Oct 26, 2026
Common stock dividend · fourth quarter 2026 $0.85
Previous outlook earlier release · from the Earnings Call filed Jul 28, 2026

Still-open targets the latest release did not restate under the same label.

Full-year capital deployment target · full year $1.5B – $1.8B

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+8% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
53 Neutral
MACD trend
Positive Bullish
52-week position
87% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $113 › 200d $105 — 50d above 200d
Institutional flow Accumulating
891 of 968 funds reported for Sep 30 · net +79.5K sh shares · +83 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.18% of shares out · ▲ +12.6% MoM · 6.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
968 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $81 Now $114 · 87% Range high $119
vs 200-day avg +8% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
PFG
Principal Financial Group Inc
this stock
$24.12B +28.7% -3.1% 12.6 4.2%
BLK
BlackRock, Inc.
 $396.30B +14.3% +16.2% 55.8 1.3%
BN
BROOKFIELD Corp
 $91.46B -10.7% — — 1.0%
BX
Blackstone Inc.
 $90.28B -22.0% +9.2% 26.8 2.6%
KKR
KKR & Co. Inc.
 $87.47B -23.1% -11.0% — 1.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
1,011
% held
80.5%
Reported
891 of 968
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
653
View
Short & Settlement
Short Interest Rising
Shares short
8.9M
Days to cover
6.5d
Change
+991.3K sh
View
Short Volume
Short vol %
67%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
213
Value
$25.1K
As of
Sep 21, 2026
View
Off-Exchange
Off-exchange %
41.6%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Alan Armstrong
Amount
$1.0K–$15.0K
Traded
Mar 27, 2026
View
Financials
Financials
Revenue (FY)
$15.6B
Net income (FY)
$1.2B
EPS diluted
$5.25
View
Buybacks
Authorized
$1.5B
View
Filings
SEC Filings
Latest
10-Q
Filed
Oct 29, 2026
This year
19

Principal Financial Group, Inc. reported net income attributable of $1,459.9 million for the nine months ended September 30, 2026, compared with $668.1 million in 2025. The increase reflected a $778.9 million net rise in after-tax income from exited business.

View
Proposed Sales
Value
$6.0M
Shares
51.3K
Filed
Nov 4, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 27, 2026
View
Investor Relations
Latest news
Principal Financial Group® Announ…
Published
Oct 26, 2026
View

Performance

5D 20D 120D MTD YTD
PFG +2.4% +4.4% +8.4% +1.7% +28.7%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -0.2% +5.5% +7.9% +1.9% +18.1%

Capital returns

Latest dividend
$0.84 / share · ex Sep 3, 2026
Declared · upcoming
$0.85 / share · ex Dec 2, 2026
Raised 2.4%
Paid (TTM)
$3.25 / share · 4 payouts
Dividend yield (TTM, derived)
2.86%
Full dividend history
Buyback program · as of Feb 1, 2025
Authorized
$1.50B
Spent (derived)
—
Remaining
—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 809 filings 745 filers Visit website Investor relations