PFGNasdaqAccident & Health InsuranceFiscal year ends December 31
PRINCIPAL FINANCIAL GROUP INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$106.86−1.95 (-1.79%)
Close on Oct 19, 2026
- Market cap
- $23.54B
- P/E (TTM)
- 15.3
- Dividend yield
- 2.88%
Principal Financial statistics
Financials through Mar 31, 2026, price as of Oct 19, 2026, median of Accident & Health Insurance companies for comparison
Valuation
| Measure | Principal Financial | Industry median |
|---|---|---|
| Market Cap | $22.88B | $3.25B |
| Enterprise Value | $18.88B | $2.52B |
| PE Ratio | 15.29 | 10.32 |
| PS Ratio | 1.48 | 1.08 |
| PB Ratio | 1.94 | 1.48 |
| P/TBV Ratio | 2.56 | 1.56 |
| P/OCF Ratio | 6.11 | 7.31 |
Enterprise value
| Measure | Principal Financial | Industry median |
|---|---|---|
| EV / Sales | 1.22 | 0.93 |
Income (trailing twelve months)
| Measure | Principal Financial | Industry median |
|---|---|---|
| Revenue | $15.46B | $4.57B |
| Net Income | $1.56B | $470.80M |
| EPS (Diluted) | $6.99 | $4.71 |
Margins
| Measure | Principal Financial | Industry median |
|---|---|---|
| Profit Margin | 10.1% | 10.7% |
Returns
| Measure | Principal Financial | Industry median |
|---|---|---|
| Return on Equity (ROE) | 13.6% | 13.9% |
| Return on Assets (ROA) | 0.48% | 3.31% |
Growth
| Measure | Principal Financial | Industry median |
|---|---|---|
| Revenue Growth (YoY) | -1.98% | 8.06% |
| Net Income Growth (YoY) | 43.7% | 25.1% |
| EPS Growth (YoY) | 50.0% | 27.7% |
| Revenue Growth (3Y CAGR) | -3.77% | 9.53% |
| Revenue Growth (5Y CAGR) | 1.17% | 8.29% |
| EPS Growth (3Y CAGR) | -34.4% | 15.9% |
| EPS Growth (5Y CAGR) | 0.78% | 15.2% |
Balance sheet
| Measure | Principal Financial | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $4.05B | $482.49M |
| Total Debt | $18.20M | $859.00M |
| Net Cash (Debt) | $4.04B | $300.85M |
| Net Cash Per Share | $18.85 | $5.27 |
| Equity (Book Value) | $11.82B | $3.63B |
| Book Value Per Share | $55.18 | $41.34 |
| Tangible Book Value | $8.95B | $2.59B |
Financial position
| Measure | Principal Financial | Industry median |
|---|---|---|
| Debt / Equity | 0.00 | 0.27 |
Cash flow (trailing twelve months)
| Measure | Principal Financial | Industry median |
|---|---|---|
| Operating Cash Flow | $3.75B | $631.50M |
Efficiency
| Measure | Principal Financial | Industry median |
|---|---|---|
| Asset Turnover | 0.05 | 0.27 |
| Revenue Per Employee | $784.71K | $1.73M |
| Profits Per Employee | $79.27K | $208.67K |
| Employee Count | 19,700 | 1,341 |
Dividends and yields
| Measure | Principal Financial | Industry median |
|---|---|---|
| Earnings Yield | 6.83% | 9.51% |
| Dividend Yield | 2.88% | 2.02% |
| Buyback Yield | 3.67% | 2.89% |
| Shareholder Yield | 6.55% | 4.63% |
| Dividend Per Share | $3.08 | $1.75 |
| Dividend Growth (YoY) | 8.07% | 4.86% |
| Years of Dividend Growth | 3 | 3 |
| Payout Ratio | 44.1% | 20.2% |
Shares
| Measure | Principal Financial | Industry median |
|---|---|---|
| Shares Outstanding | 214,105,000 | 65,596,200 |
| Shares Change (YoY) | -3.57% | -1.19% |
| Shares Change (QoQ) | -0.43% | -0.31% |
| Float | 212,483,000 | 56,719,400 |
| Shares Held by Insiders | 0.76% | 3.34% |
| Shares Held by Institutions | 79.8% | 85.3% |
Taxes
| Measure | Principal Financial | Industry median |
|---|---|---|
| Income Tax | $263.40M | $105.00M |
Scores
| Measure | Principal Financial | Industry median |
|---|---|---|
| Graham Number | $93.16 | $76.86 |
| Graham Upside | -12.8% | 20.9% |
| Altman Z-Score | 0.17 | 0.87 |
| Piotroski F-Score | 5 | 5 |
Calculated by StockData from Principal Financial's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.