PFG - Principal Financial Group Inc Stock Analysis
Principal Financial Group Inc (PFG) is a publicly traded company listed on the NASD. It operates in the Asset Management industry, part of the broader Financial sector. The company has a market capitalization of 18.88B, generates annual revenue of 15.80B, and reports net income of 1.57B. As of the latest data, the stock is trading at 85.93 USD.
From a valuation and risk perspective, the stock presents the following profile: The stock appears reasonably valued, potentially indicating balanced risk and return. The PEG ratio is below 1, which may indicate the stock is undervalued relative to its growth potential. The company maintains a healthy balance between debt and equity, which is typical for stable businesses. The stock offers a moderate dividend yield (3.58%), which may appeal to income-focused investors. The stock has average market volatility, aligning with general market movement.
Analyst recommendation stands at Hold (3.35), indicating current market sentiment. Institutional ownership is reported at 75.04%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of 0.60%, trading within a 52-week range of 68.39 - 90.31.
PFG - Principal Financial Group Inc
85.93
Analyst Consensus
Hold 3.35
PFG – Analyst Rating Summary
- Strong Buy: 2
- Buy: 4
- Hold: 9
- Sell: 2
- Strong Sell: 0
- Total Analysts: 17
| Index: | S&P 500 | P/E: | 12.51 | EPS (ttm): | 6.87 | Insider Own: | 0.70% | Shs Outstand: | 220.52M | Perf Week: | 1.57% |
| Market Cap: | 18.88B | Forward P/E: | 9.15 | EPS next Y: | 9.39 | Insider Trans: | -0.12% | Shs Float: | 218.15M | Perf Month: | 4.72% |
| Income(ttm): | 1.57B | PEG: | 0.89 | EPS next Q: | 2.23 | Inst Own: | 75.04% | Short Float: | 2.11% | Perf Quarter: | 7.44% |
| Revenue(ttm): | 15.80B | P/S: | 1.19 | EPS this Y: | 19.18% | Inst Trans: | -1.38% | Short Ratio: | 3.72 | Perf Half Y: | 13.16% |
| Book/sh: | 52.90 | P/B: | 1.62 | EPS next Y: | 13.08% | ROA: | 0.51% | Short Interest: | 4.59M | Perf Year: | 0.60% |
| Cash/sh: | - | P/C: | - | EPS next 5Y: | 14.12% | ROE: | 13.74% | 52W Range: | 68.39 - 90.31 | Perf YTD: | 11.01% |
| Dividend Est.: | 3.08 (3.58%) | P/FCF: | 4.53 | EPS past 3/5Y: | 2.13% 6.12% | ROIC: | 10.09% | 52W High: | 90.31 -4.85% | Beta: | 0.90 |
| Dividend TTM: | 3.08 (3.58%) | Quick Ratio: | - | Sales past 3/5Y: | 4.18% -0.12% | Gross Margin: | - | 52W Low: | 68.39 25.65% | Perf 5Y: | 67.18% |
| Dividend Ex-Date: | Dec 03, 2025 | Current Ratio: | 0.45 | EPS Y/Y TTM: | 899.86% | Oper. Margin: | 11.98% | RSI (14): | 62.14 | Volatility: | 1.59% 2.09% |
| Employees: | 19700 | Debt/Eq: | 0.34 | Sales Y/Y TTM: | 12.33% | Profit Margin: | 9.96% | Recom: | 2.69 | Target Price: | 88.91 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 0.34 | EPS Q/Q: | 199.56% | Payout: | 42.69% | Rel Volume: | 0.76 | Prev Close: | 85.94 |
| Sales Surprise: | -5.90% | EPS Surprise: | -4.71% | Sales Q/Q: | 22.25% | Earnings: | Oct 27 AMC | Avg Volume: | 1.24M | Price: | 85.93 |
| SMA20: | 2.30% | SMA50: | 4.15% | SMA200: | 7.09% | Overbought: -3.47% | Volume: | 935,239 | Change: | -0.01% | |
Graham Classic formula value: 226.65
(P/E=8 * 1g) Min value: 136.46
(current P/E * 2g) Max value: 251.39
Average value: 204.83
About Principal Financial Group Inc
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.
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