Principal Financial Group Inc PFG
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
U.S. Business Sentiment Falls as Economic Concerns Persist, Principal Financial Well-Being Index℠ Finds
Global Financial Inclusion Index From Principal® Reaches Five-Year High; Fewer People Feel the Benefit
Principal Financial Group® Announces Third Quarter 2026 Results
Principal® to Announce Third Quarter 2026 Financial Results
Principal® Completes Acquisition of Beam Benefits
Principal® Expands Featured Partner Program to Support Private Market Access in Retirement Plans
Trading Information
- Previous Close Price
- $114.69
- Day Range
- $112.75–115.99
- 52-Week Range
- $80.44–121.18
- Bid/Ask
- $112.05 / $114.56
- Shares Outstanding
- 212.38M
- Market Cap
- $23.99B
- Volume/Avg
- 771,517 / 1M
Key Statistics
- Price/Earnings (Normalized)
- 14.60
- Price/Sales
- 1.49
- Dividend Yield (Trailing)
- 2.88%
- Dividend Yield (Forward)
- 3.01%
- Dividend Payment Schedule
- Mar, Jun, Sep, Dec
- Total Yield
- 6.70%
Company Profile
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Mid Value
- Total Number of Employees
- 19,700
- Website
- https://www.principal.com
Valuation
Metric | PFG |
|---|---|
Price/Earnings (Normalized) | 14.60 |
Price/Book Value | 2.03 |
Price/Sales | 1.49 |
Price/Cash Flow | 4.48 |
Price/Earnings
PFG
Financial Strength
Metric | PFG |
|---|---|
Quick Ratio | — |
Current Ratio | — |
Interest Coverage | — |
Quick Ratio
No chart available
Profitability
Metric | PFG |
|---|---|
Return on Assets (Normalized) | 0.58% |
Return on Equity (Normalized) | 16.57% |
Return on Invested Capital (Normalized) | 3.09% |
Return on Assets
PFG
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