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 13/3015% below fair value
$113.55+0.58 (+0.51%)
Close on Nov 13, 2026Market cap $24.12BP/E 12.6Yield 2.71%
Principal Financial statistics
81 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Feb 8, 2027 (estimated, during market hours)
- Last ex-dividend date
- Dec 2, 2026
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 13, 2026
Valuation ratiosIndustry
- P/TBV Ratio
- 2.78
- 1.74
- P/OCF Ratio
- 4.36
- 7.15
Enterprise valuationIndustry
- EV / Sales
- 1.20
- 0.97
Share statisticsIndustry
- Shares Change (YoY)
- -3.68%
- -1.32%
- Shares Change (QoQ)
- -0.87%
- -0.09%
- Float
- 211M
- 57M
- Shares Held by Insiders
- 0.76%
- 3.33%
- Shares Held by Institutions
- 80.4%
- 84.6%
Short sellingIndustry
- Short Interest
- 9M
- –
- Short Interest Change
- 12.6%
- -2.56%
- Short % of Float
- 4.22%
- 3.81%
- Short % of Shares Outstanding
- 4.18%
- 3.02%
- Days to Cover
- 6.46
- 4.05
Stock price statisticsIndustry
- 52-Week High
- $121.18
- –
- 52-Week Low
- $80.00
- –
- 20-Day Moving Average
- $112.01
- –
- 50-Day Moving Average
- $112.55
- –
- 200-Day Moving Average
- $104.69
- –
- Average True Range (14)
- $2.87
- –
- Price Change (1 Week)
- 2.38%
- 2.21%
- Price Change (1 Month)
- 4.21%
- 4.21%
- Price Change (3 Months)
- 0.51%
- 2.03%
- Price Change (6 Months)
- 13.0%
- 11.0%
- Price Change (YTD)
- 28.7%
- 8.86%
- Price Change (1 Year)
- 33.2%
- 10.7%
- Price Change (3 Years)
- 58.5%
- 42.9%
- Price Change (5 Years)
- 63.2%
- 42.3%
- Price Change (10 Years)
- 98.1%
- 113.0%
- Average Volume (10 Days)
- 1M
- –
- Average Volume (20 Days)
- 1M
- –
- Average Volume (90 Days)
- 1M
- –
- Relative Volume
- 0.71
- 0.73
- Relative Strength Index (14)
- 52.6
- 56.3
- Volatility (1 Year)
- 23.2%
- 28.3%
- Beta (5 Years)
- 0.97
- 0.60
MarginsIndustry
Returns on capitalIndustry
- Return on Equity (ROE)
- 16.8%
- 13.9%
- Return on Assets (ROA)
- 0.59%
- 2.97%
Financial positionIndustry
- Debt / Equity
- 0.02
- 0.32
GrowthIndustry
- Revenue Growth (YoY)
- 5.24%
- 6.46%
- Net Income Growth (YoY)
- 25.6%
- 11.9%
- EPS Growth (YoY)
- 31.2%
- 12.7%
- 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%
EfficiencyIndustry
- Asset Turnover
- 0.05
- 0.27
- Revenue Per Employee
- $844.06K
- $1.80M
- Profits Per Employee
- $100.35K
- $182.48K
- Employee Count
- 19,700
- 1,341
- WACC
- 9.92%
- 8.10%
Income statement (TTM)Industry
Balance sheetIndustry
- Net Cash (Debt)
- $4.27B
- $331.32M
- Net Cash Per Share
- $20.12
- $5.43
- Equity (Book Value)
- $11.82B
- $3.44B
- Book Value Per Share
- $55.64
- $37.80
- Tangible Book Value
- $8.66B
- $2.32B
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- 8.20%
- 8.85%
- Dividend Yield
- 2.71%
- 1.88%
- Buyback Yield
- 3.80%
- 3.22%
- Shareholder Yield
- 6.52%
- 4.26%
- Dividend Per Share
- $3.08
- $1.75
- Dividend Growth (YoY)
- 8.07%
- 4.86%
- Years of Dividend Growth
- 3
- 3
- Payout Ratio
- 35.5%
- 20.1%
Taxes and interestIndustry
- Income Tax
- $487.00M
- $107.00M
Scores and fair valueIndustry
- Graham Number
- $106.14
- $76.72
- Graham Upside
- -6.52%
- 11.3%
- Altman Z-Score
- 0.17
- 0.94
- Piotroski F-Score
- 5
- 5
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | PFG | S&P 500 | Difference | PFG per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | +5.5% | -3.0% | +8.5 pts | ||
| 3 months | -0.4% | -2.8% | +2.3 pts | ||
| Year to date | +31.9% | +11.5% | +20.4 pts | ||
| 1 year | +38.8% | +13.5% | +25.4 pts | ||
| 3 years | +82.4% | +77.7% | +4.7 pts | +22.2% | +21.1% |
| 5 years | +94.7% | +72.6% | +22.1 pts | +14.3% | +11.5% |
| 10 years | +187.0% | +308.2% | −121.2 pts | +11.1% | +15.1% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
9M PFG shares were sold short on Oct 30, 2026, up 12.6% from the previous report, or 4.22% of the shares available to trade. At recent volumes it would take 6.5 days to buy them back. Over the last 20 sessions, 72.9% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 8,887,367 | +12.6% | 1,375,031 | 6.5 |
| Oct 15, 2026 | 7,896,067 | -4.2% | 1,204,608 | 6.5 |
| Sep 30, 2026 | 8,239,414 | -12.8% | 1,509,099 | 5.5 |
| Sep 15, 2026 | 9,453,804 | -5.8% | 1,471,051 | 6.4 |
| Aug 31, 2026 | 10,035,188 | +14.0% | 929,826 | 10.8 |
| Aug 14, 2026 | 8,806,265 | +5.6% | 1,052,160 | 8.4 |
| Jul 31, 2026 | 8,340,273 | -2.5% | 1,953,611 | 4.3 |
| Jul 15, 2026 | 8,555,725 | -3.6% | 1,189,128 | 7.2 |
| Jun 30, 2026 | 8,875,762 | -5.5% | 1,803,161 | 4.9 |
| Jun 15, 2026 | 9,393,760 | -4.7% | 1,048,723 | 9.0 |
| May 29, 2026 | 9,853,147 | +10.3% | 1,084,142 | 9.1 |
| May 15, 2026 | 8,936,367 | +5.2% | 1,121,869 | 8.0 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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