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Principal Financial Group, Inc. (PFG)

Financial Services | Asset Management | Des Moines, United States | NasdaqGS
113.61 USD +1.38 (1.230%) ⇧ (July 13, 2026, 4 p.m. EDT)
After hours: 113.61

Short-term:★★★☆☆Long-term:★★★★☆Dividends:★★★⯪☆
Hot Take | July 11, 2026, 4:42 a.m. EDT

Principal Financial Group presents a compelling long-term value proposition anchored by robust profitability and a nine-year cumulative gain of nearly 91 percent, yet the short-term outlook warrants caution. While the company maintains a healthy 13 percent return on equity and a consistent dividend growth track record, the negative four-point-five percent revenue growth and analyst price targets below the current level create a ceiling on immediate upside. The options market reflects this tension, with heavy put buying indicating a hedge against volatility that could dampen the current momentum. For investors seeking capital appreciation, the business quality supports a solid hold, but the near-term technicals and hedging activity suggest waiting for a better entry point rather than chasing the current highs.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.026829
MSTL0.043391
AutoETS0.046191
AutoARIMA0.064856

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 48%
H-stat 66.62
Ljung-Box p 0.000
Jarque-Bera p 0.118
Excess Kurtosis -0.79
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-05-31
Last Dividend Date 2026-05-31
Debt to Equity Ratio 33.624
Revenue per Share 70.052
Market Cap 24,541,167,616
Trailing P/E 16.09
Forward P/E 11.06
Beta 0.89
Profit Margins 10.10%
Website https://www.principal.com

As of July 11, 2026, 4:42 a.m. EDT: Speculators are heavily positioning for downside protection in the near term, evidenced by massive OTM put open interest for the July 17 expiry compared to negligible ITM volume. This defensive flow contrasts with the underlying price strength, suggesting a fear of a correction despite the upward trend.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.80% 3.58% 3.58% 3.58%
Dividend History
Date Dividend Yield %
2026-06-01 0.82 0.796890
2026-03-11 0.80 0.907030
2025-12-03 0.79 0.919246
2025-09-04 0.78 0.959410
2025-06-02 0.76 0.987398
2025-03-12 0.75 0.914300
2024-12-02 0.73 0.854601
2024-09-05 0.72 0.903388
2024-06-03 0.71 0.879366
2024-03-11 0.69 0.861854
2023-11-30 0.67 0.907490
2023-09-06 0.65 0.853130
2023-05-31 0.64 0.977696
2023-03-14 0.64 0.872291
2022-11-30 0.64 0.713649
2022-09-07 0.64 0.849821
2022-06-01 0.64 0.893855
2022-03-09 0.64 0.967206
2021-11-30 0.64 0.933217
2021-08-31 0.63 0.942973
2021-06-02 0.61 0.931867
2021-02-26 0.56 0.989749
2020-12-01 0.56 1.128577
2020-08-31 0.56 1.329850
2020-05-29 0.56 1.450026
2020-02-28 0.56 1.261545
2019-12-02 0.55 1.021356
2019-09-04 0.55 1.046423
2019-05-31 0.54 1.047120
2019-03-01 0.54 1.050584
2018-11-30 0.54 1.094891
2018-09-05 0.53 0.946429
2018-06-01 0.52 0.921169
2018-03-02 0.51 0.834834
2017-12-01 0.49 0.694838
2017-08-30 0.47 0.751279
2017-06-01 0.46 0.717853
2017-03-02 0.45 0.717589
2016-12-01 0.43 0.737438
2016-08-31 0.41 0.835541
2016-06-02 0.39 0.887776
2016-03-03 0.38 0.971867
2015-12-03 0.38 0.788382
2015-09-02 0.38 0.783828
2015-06-04 0.38 0.733874
2015-03-05 0.36 0.709919
2014-12-04 0.34 0.645774
2014-09-04 0.34 0.627538
2014-06-05 0.32 0.664176
2014-03-06 0.28 0.599700
2013-12-05 0.26 0.528778
2013-09-03 0.26 0.628323
2013-05-30 0.23 0.597247
2013-03-07 0.23 0.704441
2012-12-06 0.21 0.758397
2012-09-04 0.21 0.768105
2012-05-31 0.18 0.732899
2012-03-08 0.18 0.677201
2011-11-08 0.70 2.783300
2010-11-17 0.55 1.987712
2009-11-10 0.50 1.934985
2008-11-12 0.45 2.574371
2007-11-14 0.90 1.331361
2006-11-20 0.80 1.368457
2005-11-15 0.65 1.304697
2004-11-09 0.55 1.419721
2003-11-05 0.45 1.446945
2002-11-06 0.25 0.885583
Additional Data
dividendRate 3.28
dividendYield 2.92
exDividendDate 2026-06-01
trailingAnnualDividendRate 3.13
trailingAnnualDividendYield 0.027889157
lastDividendValue 0.82
lastDividendDate 2026-06-01
dividendDate 2026-06-26

Info Dump

Attribute Value
52 Week Change 0.3864113
Address1 711 High Street
All Time High 113.86
All Time Low 5.41
Ask 119.57
Ask Size 1
Audit Risk 10
Average Analyst Rating 3.0 - Hold
Average Daily Volume10 Day 1,408,480
Average Daily Volume3 Month 1,307,390
Average Volume 1,307,390
Average Volume10Days 1,408,480
Beta 0.888
Bid 106.82
Bid Size 1
Board Risk 6
Book Value 54.587
City Des Moines
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 1
Country United States
Crypto Tradeable 0
Currency USD
Current Price 113.61
Current Ratio 1.526
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 114.0
Day Low 112.795
Debt To Equity 33.624
Display Name Principal Financial
Dividend Date 1,782,432,000
Dividend Rate 3.28
Dividend Yield 2.92
Earnings Call Timestamp End 1,785,268,800
Earnings Call Timestamp Start 1,785,268,800
Earnings Growth 8.19
Earnings Quarterly Growth 7.827
Earnings Timestamp 1,785,182,400
Earnings Timestamp End 1,785,182,400
Earnings Timestamp Start 1,785,182,400
Ebitda 2,187,099,904
Ebitda Margins 0.14148
Enterprise To Ebitda 10.949
Enterprise To Revenue 1.549
Enterprise Value 23,946,567,680
Eps Current Year 9.39668
Eps Forward 10.2743
Eps Trailing Twelve Months 7.06
Esg Populated 0
Ex Dividend Date 1,780,272,000
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 105.5232
Fifty Day Average Change 8.0868
Fifty Day Average Change Percent 0.07663528
Fifty Two Week Change Percent 38.641132
Fifty Two Week High 114.0
Fifty Two Week High Change -0.3899994
Fifty Two Week High Change Percent -0.0034210472
Fifty Two Week Low 75.0
Fifty Two Week Low Change 38.61
Fifty Two Week Low Change Percent 0.5148
Fifty Two Week Range 75.0 - 114.0
Financial Currency USD
First Trade Date Milliseconds 1,003,843,800,000
Five Year Avg Dividend Yield 3.41
Float Shares 214,707,669
Forward Eps 10.2743
Forward P E 11.057688
Free Cashflow 1,457,624,960
Full Exchange Name NasdaqGS
Full Time Employees 19,700
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.47612998
Gross Profits 7,360,399,872
Has Pre Post Market Data 1
Held Percent Insiders 0.010980001
Held Percent Institutions 0.80953
Implied Shares Outstanding 216,012,384
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Ir Website http://phx.corporate-ir.net/phoenix.zhtml?c=125598&p=irol-irhome2
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,780,272,000
Last Dividend Value 0.82
Last Fiscal Year End 1,767,139,200
Long Business Summary Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.
Long Name Principal Financial Group, Inc.
Market us_market
Market Cap 24,541,167,616
Market State PREPRE
Max Age 86,400
Message Board Id finmb_201105
Most Recent Quarter 1,774,915,200
Net Income To Common 1,561,600,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 24,243,069,856
Number Of Analyst Opinions 12
Open 112.875
Operating Cashflow 3,746,500,096
Operating Margins 0.148
Overall Risk 7
Payout Ratio 0.4491
Peg Ratio 1.06
Phone 515 247 5111
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 113.61
Post Market Time 1,783,977,775
Previous Close 112.23
Price Eps Current Year 12.090441
Price Hint 2
Price To Book 2.0812647
Price To Sales Trailing12 Months 1.5875311
Profit Margins 0.10102
Quick Ratio 0.323
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key hold
Recommendation Mean 3.0
Region US
Regular Market Change 1.38
Regular Market Change Percent 1.22962
Regular Market Day High 114.0
Regular Market Day Low 112.795
Regular Market Day Range 112.795 - 114.0
Regular Market Open 112.875
Regular Market Previous Close 112.23
Regular Market Price 113.61
Regular Market Time 1,783,972,800
Regular Market Volume 1,112,396
Return On Assets 0.00375
Return On Equity 0.13385999
Revenue Growth -0.045
Revenue Per Share 70.052
Sand P52 Week Change 0.20847368
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 9
Shares Outstanding 216,012,384
Shares Percent Shares Out 0.041100003
Shares Short 8,875,762
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 9,853,147
Short Name Principal Financial Group Inc
Short Percent Of Float 0.0476
Short Ratio 6.25
Source Interval 15
State IA
Symbol PFG
Target High Price 125.0
Target Low Price 92.0
Target Mean Price 106.16667
Target Median Price 106.5
Total Cash 5,338,999,808
Total Cash Per Share 24.716
Total Debt 4,166,899,968
Total Revenue 15,458,700,288
Tradeable 0
Trailing Annual Dividend Rate 3.13
Trailing Annual Dividend Yield 0.027889157
Trailing Eps 7.06
Trailing P E 16.092068
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 92.73155
Two Hundred Day Average Change 20.878448
Two Hundred Day Average Change Percent 0.22514935
Type Disp Equity
Volume 1,112,396
Website https://www.principal.com
Zip 50,392