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- Ticker
- PFG
- Price
- 91.98
- Stock movement up
- +1.59 (1.76%)
- Company name
- Principal Financial Group Inc
- Exchange
- (NASDAQ ,
- Currency
- USD )
- Sector
- Financial Services >Asset Management
- Market cap
- 19.94B
- Ent value
- 344.50B
- Price/Sales
- 1.28
- Price/Book
- 1.61
- Div yield
- 3.44%
- Div growth
- 6.58%
- Growth years
- 12
- FCF payout
- 19.78%
- Trailing P/E
- 16.83
- Forward P/E
- 8.96
- PEG
- 2.55
- EPS growth
- 0.56%
- 1 year return (CAGR)
- 5.78%
- 3 year return (CAGR)
- 0.86%
- 5 year return (CAGR)
- 11.08%
- 10 year return (CAGR)
- 9.90%
Last updated: 2026-03-13
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iO Charts is a Seeking Alpha partner
DIVIDENDS
Dividend yield - 5y
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Dividend yield data
| Dividend per share | 3.16 |
| Dividend yield | 3.44% |
| Payout frequency | - |
| Maximum yield | 4.33% |
| Average yield | 3.59% |
| Minimum yield | 2.69% |
| Discount to avg yield | -4.50% |
| Upside potential | -4.31% |
| Yield as % of max yield | 79.40% |
Yield distribution (inverse percentile) - 5y
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Yield distribution data
| Dividend yield | 3.44% |
| Current yield distribution | 71.11% |
| Yield at 100% (Min) | 2.69% |
| Yield at 90% | 3.25% |
| Yield at 80% | 3.38% |
| Yield at 50% (Median) | 3.58% |
| Yield at 20% | 3.87% |
| Yield at 10% | 3.97% |
| Yield at 0% (Max) | 4.33% |
Dividend per share
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Dividend per share data
| Years of growth | 12 years |
| CCC status | Dividend Contender |
| Dividend per share | 3.16 |
| Payout frequency | - |
| Ex-div date | 11 Mar 2026 |
| EPS (TTM) | 5.33 |
| EPS (1y forward) | 10.26 |
| EPS growth (5y) | 0.56% |
| EPS growth (5y forward) | 6.60% |
Dividend growth
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Dividend growth data
| PFG | S&P500 | |
| DGR MR | 1.28% | -13.74% |
| DGR TTM | 8.07% | 6.60% |
| DGR 3 years | 6.36% | 7.31% |
| DGR 5 years | 6.58% | 4.69% |
| DGR 10 years | 7.46% | 6.30% |
| DGR 15 years | 12.17% | 8.16% |
| Time since last change announced | 140 days |
| EPS growth (5y) | 0.56% |
| EPS growth (5y forward) | 6.60% |
Payout ratio
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Payout ratio data
| EPS coverage | FCF coverage | |
| TTM | 57.72% | 19.78% |
| Average | - | - |
| Forward | 30.79% | - |
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iO Charts is a Seeking Alpha partner
VALUATION
Valuation Ratios
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Valuation Ratios data
| Trailing P/E | 16.83 |
| Price to OCF | 4.40 |
| Price to FCF | 5.77 |
| Price to EBITDA | 278.55 |
| EV to EBITDA | 4811.43 |
Valuation (Sales/Book Value)
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Valuation (Sales/Book Value) data
| Price to Sales | 1.28 |
| Price to Book | 1.61 |
| EV to Sales | 22.05 |
iO Charts is a Seeking Alpha partner
iO Charts is a Seeking Alpha partner
FINANCIALS
Per share
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Per share data
| Current share count | 216.84M |
| EPS (TTM) | 5.33 |
| FCF per share (TTM) | 15.55 |
Income statement
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Income statement data
| Revenue (TTM) | 15.63B |
| Gross profit (TTM) | 7.06B |
| Operating income (TTM) | 1.42B |
| Net income (TTM) | 1.19B |
| EPS (TTM) | 5.33 |
| EPS (1y forward) | 10.26 |
Margins
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Margins data
| Gross margin (TTM) | 45.19% |
| Operating margin (TTM) | 9.06% |
| Profit margin (TTM) | 7.58% |
Balance Sheet
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Balance Sheet data
| Cash | 4.43B |
| Net receivables | 3.89B |
| Total current assets | 4.43B |
| Goodwill | 1.60B |
| Intangible assets | 5.34B |
| Property, plant and equipment | 0.00 |
| Total assets | 341.38B |
| Accounts payable | 0.00 |
| Short/Current long term debt | 4.20B |
| Total current liabilities | 5.81B |
| Total liabilities | 328.99B |
| Shareholder's equity | 12.39B |
| Net tangible assets | 0.00 |
Cash flow
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Cash flow data
| Operating cash flow (TTM) | 4.54B |
| Capital expenditures (TTM) | 98.00M |
| Free cash flow (TTM) | 3.46B |
| Dividends paid (TTM) | 684.00M |
Financial returns
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Financial returns data
| Return on Equity | 9.56% |
| Return on Assets | 0.35% |
| Return on Invested Capital | 9.23% |
| Cash Return on Invested Capital | 26.95% |
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iO Charts is a Seeking Alpha partner
STOCK INFORMATION
Stock chart
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Stock price data
| Open | 90.53 |
| Daily high | 92.38 |
| Daily low | 90.09 |
| Daily Volume | 1.56M |
| All-time high | 97.34 |
| 1y analyst estimate | 94.73 |
| Beta | 0.88 |
| EPS (TTM) | 5.33 |
| Dividend per share | 3.16 |
| Ex-div date | 11 Mar 2026 |
| Next earnings date | 23 Apr 2026 |
Downside potential
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Downside potential data
| PFG | S&P500 | |
| Current price drop from All-time high | -5.51% | -1.82% |
| Highest price drop | -91.69% | -56.47% |
| Date of highest drop | 9 Mar 2009 | 9 Mar 2009 |
| Avg drop from high | -26.18% | -10.84% |
| Avg time to new high | 33 days | 12 days |
| Max time to new high | 2501 days | 1805 days |
iO Charts is a Seeking Alpha partner
iO Charts is a Seeking Alpha partner
COMPANY DETAILS
Marketcap
19.94B
Marketcap category
Large-cap
Description
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.
Employees
19700
Website
Investor relations
SEC filings
CEO
Daniel Houston
Country
USA
City
Des Moines
Stock type
Common stock
CCC status
Dividend Contender
Dividend Frequency
-
EVENTS AND PRESENTATIONS
EventsPresentations
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iO Charts is a Seeking Alpha partner
UNDERSTAND THE BUSINESS
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COMPANY NEWS
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