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Principal Financial Group Inc

PFG

97.340USD

+1.840+1.93%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

21.47BMarket Cap

14.10P/E TTM



Principal Financial Group Inc

97.340

+1.840+1.93%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Principal Financial Group Inc

Currency: USD Updated: 2026-02-06

Key Insights

Principal Financial Group Inc's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 34 out of 114 in the Insurance industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 93.17.In the medium term, the stock price is expected to trend up.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Principal Financial Group Inc's Score

Industry at a Glance

Industry Ranking

34 / 114

Overall Ranking

164 / 4521

Industry

Insurance

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Principal Financial Group Inc Highlights

StrengthsRisks

Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals, and institutional clients a range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. The Company's segments include Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail, and high-net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability and life insurance.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 41.91%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 41.91%.

Fairly Valued

The company’s latest PE is 14.10, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 166.06M shares, decreasing 8.00% quarter-over-quarter.

Held by ETHSX

Star Investor ETHSX holds 131.80K shares of this stock.

Analyst Rating

Based on 13 analysts

Hold

Current Rating

93.167

Target Price

-2.44%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Principal Financial Group Inc is 6.21, ranking 65 out of 114 in the Insurance industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 3.94B, representing a year-over-year increase of 5.60%, while its net profit experienced a year-over-year increase of 197.18%.

Score

Industry at a Glance

Previous score

6.21

Change



Financials

4.22

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

6.17

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

4.00

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

6.66

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Principal Financial Group Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Principal Financial Group Inc is 6.44, ranking 93 out of 114 in the Insurance industry. Its current P/E ratio is 14.10, which is 136.97% below the recent high of 33.42 and 981.80% above the recent low of -124.36.

Score

Industry at a Glance

Previous score

6.44

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 34/114

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Principal Financial Group Inc is 6.15, ranking 83 out of 114 in the Insurance industry. The average price target is 88.50, with a high of 103.00 and a low of 74.00.

Score

Industry at a Glance

Previous score

6.15

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 13 analysts

Hold

Current Rating

93.167

Target Price

-2.44%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Principal Financial Group Inc

PFG

Prudential Financial Inc

PRU

MetLife Inc

MET

Corebridge Financial Inc

CRBG

Aflac Inc

AFL

Lincoln National Corp

LNC

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-02-06

The current price momentum score of Principal Financial Group Inc is 9.40, ranking 17 out of 114 in the Insurance industry. Currently, the stock price is trading between the resistance level at 101.12 and the support level at 90.32, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.16

Change

0.24

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(1)

Buy(3)

Indicators

Value

Direction

MACD(12,26,9)

0.722

Buy

RSI(14)

67.502

Neutral

STOCH(KDJ)(9,3,3)

83.350

Overbought

ATR(14)

2.202

High Vlolatility

CCI(14)

115.639

Buy

Williams %R

4.998

Overbought

TRIX(12,20)

0.285

Sell

StochRSI(14)

92.638

Buy

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

96.106

Buy

MA10

94.929

Buy

MA20

92.623

Buy

MA50

90.152

Buy

MA100

86.089

Buy

MA200

82.317

Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Principal Financial Group Inc is 7.00, ranking 38 out of 114 in the Insurance industry. The latest institutional shareholding proportion is 75.59%, representing a quarter-over-quarter decrease of 1.29%. The largest institutional shareholder is The Vanguard, holding a total of 26.86M shares, representing 12.23% of shares outstanding, with 0.98% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

27.03M

-0.78%

Nippon Life Insurance Company

18.14M

BlackRock Institutional Trust Company, N.A.

13.86M

+0.05%

State Street Investment Management (US)

10.56M

-1.24%

Managed Account Advisors LLC

5.93M

-35.09%

Geode Capital Management, L.L.C.

5.62M

+2.38%

Victory Capital Management Inc.

3.91M

-9.03%

Dimensional Fund Advisors, L.P.

3.77M

+0.04%

Invesco Capital Management LLC

Star Investors

2.96M

+27.48%

Norges Bank Investment Management (NBIM)

2.86M

+1.98%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Insurance domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Principal Financial Group Inc is 9.49, ranking 22 out of 114 in the Insurance industry. The company's beta value is 0.88. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Principal Financial Group Inc’s latest ESG disclosure leads the Insurance industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.