Principal Financial Group (PFG) Stock Price, Fundamentals & Analysis

What PFG does

Principal Financial Group (PFG) is a US-based stock in the Financial Services sector, specifically the Asset Management industry. The company provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. It operates through three segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers products for defined contribution plans (such as 401(k) and 403(b) plans), defined benefit plans, individual retirement accounts, mutual funds, and variable annuities. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. PFG is part of the S&P 500.

Key numbers explained

• Price: The current trading price is 113.92 USD, reflecting what investors pay for one share right now.
• Trailing P/E ratio: At 16.2, this shows how much the market is willing to pay per dollar of the last 12 months' earnings, a common way to compare valuation with peers like JPMorgan Chase (JPM) or Hartford (The) (HIG).
• Forward P/E ratio: 11 uses expected future earnings, often viewed as a more forward-looking valuation measure than the trailing P/E.
• Dividend yield: 2.96% represents the annual dividend payment as a percentage of the current share price, a metric income-focused investors often monitor.
• Ex-dividend date: Sep 3, 2026 is the date by which an investor must own the stock to receive the next dividend payment.
• Beta: 0.87 suggests the stock has historically been slightly less volatile than the overall market.
• 52-week range: The lowest and highest prices in the last 52 weeks were 77.9 and 121.18, showing the recent trading range.
• Revenue growth, year over year: 6.4% indicates the top-line growth rate over the trailing 12 months.

Recent news

Recent headlines include a comparison of Principal Financial's stock performance to other financial stocks, a list of three life insurers to watch as annuity sales hit first-half record highs, and an article on whether Black Diamond's expanded insurance tools deepen SSNC's grip on advisor workflows. Other stories cover PFG being highlighted as a top dividend stock, UBS adjusting its price target to 120 from 98 while keeping a Neutral rating, and a claim that PFG stock may be 49% undervalued after the Beam Benefits deal.

What to watch

For a stock like PFG, investors typically watch factors that affect financial services and asset management companies. These include interest rate movements, which can influence both investment returns and insurance product pricing, as well as regulatory changes impacting retirement and insurance products. Asset flows into and out of funds managed by the Principal Asset Management segment can affect revenue, while retirement industry trends, such as shifts in annuity sales and defined contribution plan activity, are also relevant. Broader market volatility, measured by metrics like beta, and the company's debt-to-equity ratio of 35.3 are additional general factors to consider.

FAQ

Q: Does PFG pay a dividend? A: Yes, Principal Financial Group pays a dividend with a yield of 2.96%. The next ex-dividend date is Sep 3, 2026, and 45% of earnings are paid out as dividends.

Q: What is the PFG P/E ratio? A: The trailing P/E ratio is 16.2, while the forward P/E ratio on expected earnings is 11. These figures compare the share price to past and expected earnings, respectively.

Q: Where can I buy PFG? A: PFG trades on the US market as a stock under the symbol PFG. You can buy it through any brokerage account that offers access to US-listed equities.

Q: What is Principal Financial Group's market cap? A: The market capitalization is 24.39B USD, which is the total market value of all outstanding shares.

Q: What does the beta of 0.87 mean for PFG? A: A beta of 0.87 indicates that PFG has historically been slightly less volatile than the overall market, meaning it may experience smaller price swings in either direction.

Q: What is the 52-week price range for PFG? A: The lowest and highest prices in the last 52 weeks were 77.9 and 121.18, respectively, with the current price at 113.92 USD.