Principal Financial Group, Inc. · Financials · Asset Management
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
Last
$108.80
−$0.16 (−0.15%) 3:59 PM ET
Prev closePrevC$108.96
OpenOpen$109.86
Day highHigh$110.45
Day lowLow$108.36
VolumeVol743,344
Avg volAvgVol1,422,890
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$23.33B
EV/Sales
1.43
P/E ratio
14.97
FY Revenue
$15.69B
EPS
7.28
Gross Margin
64.83%
Div yield
2.98%
Sector
Financials
AI report sections
MIXED
PFG
Principal Financial Group, Inc.
Principal Financial Group, Inc. shows firm price momentum over 3–12 months, trading near its 52-week high and above key moving averages. Fundamentals indicate healthy profitability, strong free cash flow generation, and moderate leverage, although revenue growth is slightly negative and operating cash flow has declined year over year. Valuation appears moderate on earnings and cash-flow metrics while elevated short-volume ratios and notable days-to-cover highlight positioning risk from short-term sentiment.
AI summarized at 2:31 PM ET, 2026-06-09
AI summary scores
INTRADAY:72SWING:78LONG:82
Volume vs average
Intraday (cumulative)
−12% (Below avg)
Vol/Avg: 0.88×
RSI
41.42(Neutral)
Neutral (40–60)
0255075100
MACD momentum
Intraday
+0.01 (Strong)
MACD: 0.04 Signal: 0.03
Short-Term
-0.47 (Weak)
MACD: -1.65 Signal: -1.18
Long-Term
-0.67 (Weak)
MACD: -1.01 Signal: -0.34
Intraday trend score
58.77
LOW49.07HIGH72.64
Latest news
PFG•12 articles•Positive: 10Neutral: 2Negative: 0
PositiveZacks Investment Research• Na
Why Principal Financial (PFG) is a Great Dividend Stock Right Now
Principal Financial (PFG) is highlighted as an attractive income investment option with a dividend yield of 3.08%, significantly higher than industry and S&P 500 averages. The company has demonstrated consistent dividend growth of 5.97% annually over the past 5 years, with an expected earnings growth rate of 14.87% for 2026. With a conservative payout ratio of 37% and a Zacks Rank of #3 (Hold), PFG presents a solid dividend play for income-focused investors.
PFGdividend yieldincome investingdividend growthfinancial servicesearnings growthpayout ratio
Sentiment note
PFG demonstrates strong dividend fundamentals with a 3.08% yield exceeding industry and S&P 500 averages, consistent 5-year dividend growth averaging 5.97%, expected 14.87% earnings growth for 2026, and a conservative 37% payout ratio indicating room for future dividend increases. These factors make it an attractive opportunity for income investors.
NeutralZacks Investment Research• Na
Can VOYA's UnqorkAI Partnership Strengthen Its Retirement Business?
Voya Financial is expanding its use of UnqorkAI to improve retirement customer onboarding and streamline internal workflows. The company's retirement fee-based revenues rose 10% year-over-year in Q2 2026, with AI expected to support scalable growth and reduce administrative costs. However, specific cost savings or revenue targets have not been disclosed.
PFG is expanding retirement capabilities through technology partnerships with SS&C Technologies to improve retirement income solutions access. While this shows strategic progress, the article provides limited detail on impact or outcomes, warranting a neutral stance.
PositiveZacks Investment Research• Na
PFG Stock Outperforms Industry, Trades at a Discount: Time to Buy?
Principal Financial Group (PFG) has outperformed its industry peers with a 32.8% gain over the past year. The company benefits from diversified earnings, rising assets under management, and strong retirement savings trends, with roll-ins exceeding $7 billion. Trading at attractive valuations below industry averages and backed by optimistic analyst sentiment, PFG holds a Zacks Rank #2 (Buy) rating with a projected 16.7% EPS growth for 2026.
Strong outperformance vs peers (32.8% YoY gain), attractive valuation metrics (P/B of 1.93X vs industry 2.64X), solid growth projections (16.7% EPS growth for 2026), rising AUM, strong retirement roll-ins exceeding $7B, Zacks Rank #2 (Buy), and optimistic analyst sentiment with recent estimate raises.
PositiveZacks Investment Research• Zacks Investment Research
Zacks Industry Outlook Prudential Financial, Assurant, Oscar and Horace Mann
The multiline insurance industry is positioned for growth driven by product diversification, improved pricing, and accelerated digitalization. Five stocks are highlighted as investment opportunities: Oscar Health and Horace Mann Educators (Zacks Rank #1), and Assurant, Principal Financial Group, and Prudential Financial (Zacks Rank #2). The industry ranks in the top 44% of Zacks industries with positive earnings outlooks, though it has underperformed the broader market in the past year.
Zacks Rank #2 (Buy) with diversified business mix, strong earnings growth projections (16.6% and 8.5% for 2026-2027), long-term growth rate of 11.5%, and recent upward estimate revisions.
PositiveZacks Investment Research• Na
5 Stocks to Buy From the Prosperous Multiline Insurance Industry
The Multiline Insurance industry is ranked in the top 44% of Zacks industries with positive earnings outlooks. While the sector faces softening pricing competition and inflation headwinds, product diversification, technology adoption, and M&A activity are expected to drive growth. Key players benefit from improved capital levels, higher interest rates boosting investment income, and digital transformation initiatives.
Zacks Rank #2 (Buy) with diversified revenue streams from retirement, asset management, insurance and employee benefits. 2026-2027 earnings expected to increase 16.6% and 8.5% YoY respectively. Recent upward consensus estimate revisions. Beam Benefits acquisition expands market reach. Excess capital supports shareholder returns.
PositiveZacks Investment Research• Zacks.Com
Why Principal Financial (PFG) is a Top Dividend Stock for Your Portfolio
Principal Financial (PFG) is highlighted as an attractive dividend stock with a 2.95% yield, significantly higher than the S&P 500's 1.42%. The company has increased its annualized dividend to $3.36 (up 9.1% year-over-year) and maintains a conservative 37% payout ratio. With solid earnings growth projected at 16.57% for 2026 and a Zacks Rank #2 (Buy) rating, PFG presents a compelling opportunity for income investors seeking both dividend income and capital appreciation.
PFGdividend stockdividend yieldincome investingfinancial servicesearnings growthpayout ratio
Sentiment note
PFG demonstrates strong fundamentals with a dividend yield of 2.95% (above industry and S&P 500 averages), consistent dividend growth of 5.97% annually over 5 years, a healthy payout ratio of 37% indicating room for future increases, and projected earnings growth of 16.57% for 2026. The stock also carries a Zacks Rank #2 (Buy) rating, supporting its attractiveness as a dividend investment.
PositiveZacks Investment Research• Na
PFG vs. ALIZY: Which Stock Is the Better Value Option?
Principal Financial (PFG) presents a better value opportunity compared to Allianz SE (ALIZY) based on stronger Zacks Rank (#2 Buy vs #3 Hold) and superior valuation metrics. PFG has a lower forward P/E ratio (11.89 vs 13.57), better PEG ratio (1.03 vs 2.09), and stronger Value grade (B vs C), making it the preferred choice for value investors.
PFG demonstrates stronger fundamentals with a Zacks Rank #2 (Buy), lower forward P/E ratio (11.89), favorable PEG ratio (1.03), and Value grade of B, indicating better earnings estimate revisions and undervaluation relative to growth prospects.
NeutralZacks Investment Research• Zacks.Com
Principal Financial (PFG) Moves 6.5% Higher: Will This Strength Last?
Principal Financial rallied 6.5% to close at $118.51 on higher trading volume. The company is expected to report quarterly earnings of $2.53 per share (+20.5% YoY) and revenues of $4.29 billion (+10.2% YoY). However, consensus EPS estimates have been revised marginally lower over the past 30 days, and the stock carries a Zacks Rank #3 (Hold) rating, suggesting the recent strength may not be sustainable.
While the stock showed a 6.5% gain with strong volume and positive earnings/revenue growth expectations (+20.5% and +10.2% respectively), the negative trend in earnings estimate revisions over the past 30 days and the Hold rating suggest caution. The article explicitly warns that the recent jump may not translate into sustained strength.
PositiveZacks Investment Research• Na
3 Top Dividend Stocks to Maximize Your Retirement Income
With Treasury bond yields significantly lower than in the late 1990s and Social Security concerns looming, retirees are advised to consider high-quality dividend-paying stocks as a replacement income strategy. The article recommends seeking stocks with steady dividend growth and yields around 3%, highlighting three specific examples while cautioning against high-fee dividend funds.
Suggested as a retirement portfolio option with a 3.00% dividend yield and 7.04% annualized dividend growth, providing steady income above its industry average of 1.31%.
PositiveZacks Investment Research• Na
Principal Financial (PFG) Could Be a Great Choice
Principal Financial (PFG) is highlighted as a strong dividend investment with a 2.92% yield, outperforming its industry average of 1.77%. The company has increased its dividend 4 times over the last 5 years with an average annual increase of 5.97%, and earnings are expected to grow 16.32% in 2026. With a conservative 37% payout ratio and a Zacks Rank of #3 (Hold), PFG presents a compelling opportunity for income investors seeking stable cash flow.
PFGdividend yieldincome investingdividend growthfinancial servicesearnings growthpayout ratio
Sentiment note
PFG demonstrates strong dividend fundamentals with a 2.92% yield exceeding industry averages, consistent dividend growth of 5.97% annually over 5 years, solid earnings growth expectations of 16.32% for 2026, and a conservative 37% payout ratio indicating room for future dividend increases. The company is positioned as a compelling dividend investment opportunity for income-focused investors.
PositiveZacks Investment Research• Na
PFG Enhances Retirement Plans Through Partner Expansion
Principal Financial Group is expanding its Featured Partner Program to integrate private-market investment strategies into defined-contribution retirement plans through collective investment trusts. The expansion partners with major asset managers including Blackstone, Apollo, KKR, and others to offer plan sponsors diversified investment options, potentially driving asset growth and fee opportunities for PFG's Retirement and Income Solutions business.
The expansion strengthens PFG's retirement solutions business by broadening investment choices, supporting asset growth, creating fee-generating opportunities, and deepening client relationships. Stock has outperformed industry growth at 39.9% in the past year.
PositiveInvesting.com• Bob Ciura
3 Insurance Stocks for High Total Returns
The article highlights three insurance stocks with strong dividend growth potential: Aflac, Principal Financial Group, and The Hanover Insurance Group. These companies demonstrate solid financial performance, consistent earnings growth, and attractive dividend histories.
Increased assets under management to $784 billion, 13% year-over-year earnings-per-share growth, solid 6-7% average annual earnings-per-share growth, and successful asset management business
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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