Principal Financial Group
NASDAQ: PFG
Stock price
109.77 USD
(+59.27%) 5 years
Financial Performance
5Y price score: 77
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 155.1%
%
ㅤ
By default your notes are visible only to you.
77.9
52-week range
121.1
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
19.9 %
Dividend Yield TTM
3 %
Market cap $
$ 23,502
Price / Earnings TTM
15.6
Price / Book TTM
2
PEG TTM
(0.7)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
38 %
78.9 %
155.1 %
Free cash flow per share growth
163.9 %
49.9 %
38.2 %
Earnings per share growth
2.8 %
4 %
29.3 %
Founded: 1,879
Employees: 19,700
Business Summary:
Q&A
Contribute
By providing well-researched and detailed answer you increase your chance of becoming Top Contributor. TopFunds is free for all top contributors. Learn more
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Strong Financial Performance - Adjusted non-GAAP EPS increased by 15% year-over-year, exceeding targets. - Enterprise earnings grew by 13%, with net revenue growth of 6% and margin expansion of 200 basis points. - Capital returns to shareholders totaled $430 million in Q2, with $800 million year-to-date, including an 8% increase in dividends.
2) Strategic Growth Initiatives - Continued focus on retirement and small/mid-sized business segments, with transfer deposits up 30% YoY. - New retirement income offerings launched, enhancing client engagement and retention. - Acquisition of Beam Benefits aims to strengthen SMB market presence and enhance digital capabilities.
3) Challenges in Investment Management - Experienced $11 billion in net outflows, primarily in U.S. active equity strategies, attributed to unusual market conditions. - Investment management gross sales increased by 2% YoY, but performance fees are expected to align with 2025 levels. - The firm remains optimistic about long-term recovery in investment flows as market conditions normalize.
4) Operational Highlights and Outlook - Benefits and Protection segment saw a 29% increase in pre-tax operating earnings, driven by improved underwriting results. - Dental loss ratios improved due to network optimization and pricing actions; expectations for continued improvement in the second half of the year. - The company maintains a strong capital position with over $1.6 billion in excess capital, supporting ongoing investments and strategic initiatives.
5) Missing Information and Future Guidance - The call did not provide specific guidance for Q3 or full-year 2026 earnings, leaving some uncertainty regarding future performance. - Further details on the impact of the Beam Benefits acquisition on future financials were not fully disclosed.
Bottom line: Principal Financial Group demonstrated robust financial results in Q2 2026, driven by strategic growth in key segments and disciplined capital management. Despite challenges in investment management, the company is well-positioned to leverage its strong fundamentals and ongoing initiatives to deliver long-term value for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websitePrincipal Financial Group — Financial Overview, Stock Price, Market Cap
Principal Financial Group is a company. Founded in 1879. As of October 9, 2026, the company's market capitalization is $23502305850 with a current stock price of $109.77.