Zacks Investment Research·12h ago
Here's Why Principal Financial (PFG) is a Strong Momentum StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Principal Financial Group's earnings quality is mixed: robust cash generation and disciplined underwriting (combined ratio 87.3% in Q2 2026) contrast with a -3.1% TTM revenue decline and reliance on reserve releases. The company's diversified asset management ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth turned negative at -3.1% TTM, yet Q2 2026 rebounded to +6.4% YoY, while the combined ratio improved to 87.3% from 99.2% a year earlier, indicating underwriting discipline but potential reserve release support.
PFG has demonstrated strong first-quarter 2026 results, exceeding expectations for adjusted earnings. The company's Retirement and Income Solutions segment is a significant revenue contributor and shows strong performance metrics, with improvements in variable investment income expected to drive further growth.
PFG has a history of increasing its dividends, with 17 consecutive years of dividend growth. The company announced a planned increase in its common dividend to $0.80, offering a dividend yield of 3.3% and a low cash payout ratio of 15.33%, indicating sustainability.
Principal has been actively repurchasing shares, with its share count decreasing by approximately 4% year-over-year. A completed $265 million buyback in Q1 2026 has coincided with a positive shift in sentiment, contributing to a total of $1.5 billion returned to shareholders in 2025.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $2.50+6.8% vs $2.34 | $4.0B-3.4% vs $4.1B |
Q2 2026 Apr 23, 2026 | $2.07+3.0% vs $2.01 | $3.5B-14.6% vs $4.1B |
Q1 2026 Feb 9, 2026 | $2.19-1.8% vs $2.23 | $4.5B+8.1% vs $4.1B |
Q4 2025 Oct 27, 2025 | $2.10-4.5% vs $2.20 | $3.7B-11.2% vs $4.1B |
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Record annuity demand creates opportunities for Prudential, Principal Financial and MetLife as retirement needs and pension solutions grow.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes?
Amundi lowered its holdings in Principal Financial Group, Inc. (NASDAQ: PFG) by 22.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 895,365 shares of the company's stock after selling 256,452 shares during the period. Amundi owned approximately 0.42% of Principal Financial
Benchmark PFG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Principal Financial Group, Inc. (PFG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $113.92 | $24.61B | 21.70 | -3.11% | 7.58% | 9.93% | 2.66% | |
| $97.20 | $62.54B | 20.25 | 10.22% | 4.61% | 12.75% | — | |
| $117.59 | $40.8B | 11.51 | -13.74% | 5.93% | 11.2% | — | |
| $41.08 | $7.86B | 7.03 | 1.24% | 12.18% | 21.99% | — | |
| $94.46 | $14.95B | 22.07 | 2.07% | 5.3% | 6.43% | — | |
| $97.37 | $8.83B | 15.41 | -4.8% | 16.14% | 12.39% | — |
Principal Financial Group, Inc. (PFG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Principal Financial Group, Inc. (PFG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 27, 2026·SEC
Jul 20, 2026·SEC
Jun 1, 2026·SEC
Feb 18, 2026·SEC
Get notified when PFG posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Principal Financial Group, Inc. (PFG) stock FAQ — growth, dividends, profitability & financials explained
Principal Financial Group, Inc. (PFG) saw revenue decline by 3.1% over the past year.
Yes, Principal Financial Group, Inc. (PFG) is profitable, generating $1.55B in net income for fiscal year 2025 (7.6% net margin).
Yes, Principal Financial Group, Inc. (PFG) pays a dividend with a yield of 2.66%. This makes it attractive for income-focused investors.
Principal Financial Group, Inc. (PFG) has a return on equity (ROE) of 9.9%. This is below average, suggesting room for improvement.
Principal Financial Group, Inc. (PFG) has a combined ratio of 90.9%. A ratio below 100% indicates underwriting profitability.
