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Principal Financial Group Inc (PFG) stock

PFGNasdaqAccident & Health InsuranceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 13/3014% below fair value
$114.69−1.30 (-1.12%)

Close on Nov 11, 2026Market cap $24.36BP/E 12.7Yield 2.69%

Principal Financial Group Inc grew revenue 5.2% to $16.63B over the twelve months to Sep 30, 2026. At the latest close the market valued the company at $24.36B, 12.7 times its earnings.

Revenue
$16.63B
+5.2% vs. a year earlier
EPS, diluted
$9.00
+31.2% vs. a year earlier

Key statistics

Valuation at the latest close; fundamentals over the trailing twelve months, balances at Sep 30, 2026

Valuation

Market cap
$24.36B
P/E ratio
12.7
Price to sales
1.46
Price to book
2.06
Dividend yield
2.69%
Free cash flow yield
–

Fundamentals

Revenue
$16.63B
Net income
$1.98B
EPS, diluted
$9.00
Book value per share
$54.48
Diluted shares
217M

Trading

Next earnings
Feb 8, 2027 (estimated, during market hours)
Previous close
$115.99
Open
$115.99
Day's range
$114.34 – $116.54
Volume
898,728
Average volume (20 days)
1,296,722
Index membership
S&P 500, Russell 1000, Russell 3000
Beta (5 years)
0.97
52-week range
$80.00 – $121.18
RSI (14 days)
55.3
Volatility (1 year)
23.2%
Relative volume
0.66×
WACC
9.7%

On 1 of our idea list: Breakout quarter

Index membership is inferred from the holdings of funds that track each index (VOO, IVV, SPYM, IWB, IWV), as reported to the SEC for Jun 30, 2026. Join dates come from quarterly fund reports since 2019, so they are accurate to the quarter.

Market cap history

Month-end market cap since 2009, using shares outstanding reported at the time

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.

PeriodPFGS&P 500DifferencePFG per yearS&P 500 per year
1 month+6.9%-2.4%+9.4 pts
3 months+2.2%-1.2%+3.4 pts
Year to date+33.2%+12.3%+20.9 pts
1 year+40.6%+12.4%+28.2 pts
3 years+83.3%+78.8%+4.5 pts+22.4%+21.4%
5 years+97.7%+75.2%+22.6 pts+14.6%+11.9%
10 years+189.9%+311.1%−121.2 pts+11.2%+15.2%

Fifteen years at a glance

Fiscal years 2011 to 2025 and trailing twelve months, USD

Revenue

$16.63B+5.2% YoY

Net income

$1.98B+25.6% YoY

EPS, diluted

$9.00+31.2% YoY
Reported periodTrailing twelve months

Press releases

Releases Principal Financial filed with the SEC as exhibits to Form 8-K or 6-K

All press releases and earnings

About Principal Financial

Accident & Health Insurance

Principal Financial Group, Inc. provides retirement, asset management, and workplace benefits and protection solutions. Operating across Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments, the company offers defined contribution and defined benefit plans, annuities, investment management, and specialty insurance including group dental, life, disability, and supplemental health coverage. Key clients include businesses of all sizes, institutional investors, employees, and individual consumers.

Company profile, executives and history

Principal Financial stock: common questions

What is Principal Financial's stock price?

PFG closed at $114.69 on Nov 11, 2026, down 1.12% on the day. Over the past 52 weeks it traded between $80.00 and $121.18.

What is Principal Financial's market cap?

Principal Financial was worth $24.36B at the close on Nov 11, 2026: the share price times the diluted shares outstanding.

What is PFG's P/E ratio?

PFG trades at 12.7 times earnings, based on diluted earnings per share of $9.00 over the twelve months to Sep 30, 2026.

How much revenue does Principal Financial make?

Principal Financial reported revenue of $16.63B for the twelve months to Sep 30, 2026, up 5.2% from a year earlier.

Does Principal Financial pay a dividend?

Yes. Principal Financial paid $3.08 per share over the last twelve months, a yield of 2.69% at the latest price, and has raised its annual dividend 3 years in a row.

When does Principal Financial report earnings next?

Principal Financial is expected to report Q4 FY2026 results on Feb 8, 2027, during market hours. The date is estimated from its past reporting pattern until the company confirms it.

How has PFG stock performed over the past year?

Including dividends, PFG returned +40.6% over the past year, against +12.4% for the S&P 500.

How many PFG shares are sold short?

9M shares were sold short at the latest FINRA report, 4.22% of the float, or 6.5 days of average trading volume.

Who are Principal Financial's competitors?

Companies most similar to Principal Financial by business, industry and size include UNM, AFL, CNO, CRBG, PUK.

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