Principal Financial Group
NASDAQ: PFG
Stock price
111.59 USD
(+0%) TODAY
Financial Performance
5Y price score: 91
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 181.6%
US$ Per
Share
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77.9
52-week range
116.6
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
19.6 %
Dividend Yield TTM
2.9 %
Market cap $
$ 23,892
Price / Earnings TTM
15.9
Price / Book TTM
2
PEG TTM
5.7
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
42.8 %
84.7 %
181.6 %
Free cash flow per share growth
163.9 %
49.9 %
38.2 %
Earnings per share growth
2.8 %
4 %
29.3 %
Founded: 1,879
Employees: 19,700
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Strong Financial Performance - Adjusted non-GAAP EPS increased by 15% year-over-year, exceeding targets. - Enterprise earnings grew by 13%, with net revenue growth of 6% and margin expansion of 200 basis points. - Capital returns to shareholders totaled $430 million in Q2, with $800 million year-to-date, including an 8% increase in dividends.
2) Strategic Growth Initiatives - Continued focus on retirement and small/mid-sized business segments, with transfer deposits up 30% YoY. - New retirement income offerings launched, enhancing client engagement and retention. - Acquisition of Beam Benefits aims to strengthen SMB market presence and enhance digital capabilities.
3) Challenges in Investment Management - Experienced $11 billion in net outflows, primarily in U.S. active equity strategies, attributed to unusual market conditions. - Investment management gross sales increased by 2% YoY, but performance fees are expected to align with 2025 levels. - The firm remains optimistic about long-term recovery in investment flows as market conditions normalize.
4) Operational Highlights and Outlook - Benefits and Protection segment saw a 29% increase in pre-tax operating earnings, driven by improved underwriting results. - Dental loss ratios improved due to network optimization and pricing actions; expectations for continued improvement in the second half of the year. - The company maintains a strong capital position with over $1.6 billion in excess capital, supporting ongoing investments and strategic initiatives.
5) Missing Information and Future Guidance - The call did not provide specific guidance for Q3 or full-year 2026 earnings, leaving some uncertainty regarding future performance. - Further details on the impact of the Beam Benefits acquisition on future financials were not fully disclosed.
Bottom line: Principal Financial Group demonstrated robust financial results in Q2 2026, driven by strategic growth in key segments and disciplined capital management. Despite challenges in investment management, the company is well-positioned to leverage its strong fundamentals and ongoing initiatives to deliver long-term value for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websitePrincipal Financial Group — Financial Overview, Stock Price, Market Cap
Principal Financial Group is a company. Founded in 1879. As of August 26, 2026, the company's market capitalization is $23891976950 with a current stock price of $111.59.