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PFG
$108.51+$0.76 (+0.71%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$23.3B
216M shares
52-week range
$75.00 – $112.45
89% from low
Sector
ACCIDENT & HEALTH INSURANCE
Exchange
NASDAQ
CS
Borrow rate
0.31%
Easy to borrow
Price (6 mo)
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Change+$45.32
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $14.24B | $16.22B | $14.74B | $14.43B | $17.54B | $13.67B | $16.13B | $15.63B |
| Cost of revenue | $8.19B | $9.91B | $8.28B | $7.35B | $6.49B | $7.77B | $8.77B | $8.56B |
| Gross profit | $6.04B | $6.32B | $6.46B | $7.08B | $11.04B | $5.90B | $7.35B | $7.06B |
| Gross margin | 42.5% | 38.9% | 43.8% | 49.0% | 63.0% | 43.2% | 45.6% | 45.2% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $1.78B | $1.69B | $1.69B | $1.91B | $5.99B | $738.8M | $1.89B | $1.42B |
| EBITDA | $1.99B | $1.92B | $1.95B | $2.19B | $6.28B | $1.01B | $2.15B | $1.67B |
| Net income | $1.55B | $1.39B | $1.40B | $1.58B | $4.76B | $623.2M | $1.57B | $1.19B |
| Net margin | 10.9% | 8.6% | 9.5% | 11.0% | 27.1% | 4.6% | 9.7% | 7.6% |
| EPS (diluted) | 5.35 | 4.96 | 5.05 | 5.79 | 18.63 | 2.55 | 6.68 | 5.25 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $16.3B | $9.34 | $9.14–$9.54 | 8 |
| 2027 | $17.8B | $10.21 | $9.82–$10.52 | 8 |
| 2028 | $18.6B | $11.08 | $10.64–$11.36 | 4 |
| 2029 | $20.3B | $13.05 | $12.85–$13.31 | 2 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$229.12
Price
$108.51
Implied upside
+111%
Peer comparison
Principal Financial Group, Inc.
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.
www.principal.com- Employees
- 19,700
- IPO / List date
- Oct 23, 2001
- HQ
- DES MOINES, IA
Held by traders on TradeandTell
No one on the platform currently holds PFG.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 220,922 | $19.9M |
| Renaissance Technologiesas of 2025-03-31 | 91,000 | $7.7M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 2.94% ($3.19/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-01 | $0.8200 | 2026-06-26 |
| 2026-03-11 | $0.8000 | 2026-03-27 |
| 2025-12-03 | $0.7900 | 2025-12-19 |
| 2025-09-04 | $0.7800 | 2025-09-26 |
| 2025-06-02 | $0.7600 | 2025-06-27 |
| 2025-03-12 | $0.7500 | 2025-03-28 |
| 2024-12-02 | $0.7300 | 2024-12-18 |
| 2024-09-05 | $0.7200 | 2024-09-27 |
| 2024-06-03 | $0.7100 | 2024-06-27 |
| 2024-03-11 | $0.6900 | 2024-03-28 |
Recent trades on TradeandTell
No one on the platform has traded PFG yet.
