Stock Scorecard
Stock Summary for Principal Financial Group Inc (PFG) - $100.77 as of 5/15/2026 8:06:33 AM EST
Total Score
19 out of 30
Safety Score
69 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for PFG
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for PFG
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for PFG
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for PFG
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for PFG (69 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 8 |
| Price to Earnings (Max of 10) | 9 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for PFG
Financial Details for PFG
Company Overview |
|
|---|---|
| Ticker | PFG |
| Company Name | Principal Financial Group Inc |
| Country | USA |
| Description | Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | ASSET MANAGEMENT |
| Most Recent Quarter | 3/31/2026 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 100.77 |
| Price 4 Years Ago | 74.62 |
| Last Day Price Updated | 5/15/2026 8:06:33 AM EST |
| Last Day Volume | 868,120 |
| Average Daily Volume | 1,294,103 |
| 52-Week High | 103.00 |
| 52-Week Low | 72.92 |
| Last Price to 52 Week Low | 38.19% |
Valuation Measures |
|
| Trailing PE | 14.41 |
| Industry PE | 28.03 |
| Sector PE | 60.44 |
| 5-Year Average PE | 17.38 |
| Free Cash Flow Ratio | 5.37 |
| Industry Free Cash Flow Ratio | 37.43 |
| Sector Free Cash Flow Ratio | 24.07 |
| Current Ratio Most Recent Quarter | 0.23 |
| Total Cash Per Share | 18.77 |
| Book Value Per Share Most Recent Quarter | 54.59 |
| Price to Book Ratio | 1.84 |
| Industry Price to Book Ratio | 2.40 |
| Sector Price to Book Ratio | 1.98 |
| Price to Sales Ratio Twelve Trailing Months | 1.40 |
| Industry Price to Sales Ratio Twelve Trailing Months | 18.31 |
| Sector Price to Sales Ratio Twelve Trailing Months | 5.07 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 216,012,000 |
| Market Capitalization | 21,767,529,240 |
| Institutional Ownership | 79.92% |
Dividends |
|
| Ex-Dividend Date | 6/1/2026 |
| Previous Dividend Amount | 0.8000 |
| Current Dividend Amount | 0.8200 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.13 |
| Trailing Annual Dividend Yield | 3.10% |
| Forward Annual Dividend Rate | 3.28 |
| Forward Annual Dividend Yield | 3.25% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 3.52% |
| 5-Year Average Dividend Yield | 3.60% |
| 1-Year Dividend Growth Rate Percentage | 6.49% |
| 3-Year Dividend Growth Rate Percentage | 3.20% |
| 5-Year Dividend Growth Rate Percentage | 6.39% |
| All-Time Dividend Growth Rate Percentage | 11.14% |
| Dividend Payout Ratio | 44.91% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 819.00% |
| Annual Earnings Growth | -24.56% |
| Reported EPS 12 Trailing Months | 6.97 |
| Reported EPS Past Year | 2.07 |
| Reported EPS Prior Year | 8.31 |
| Net Income Twelve Trailing Months | 1,549,900,000 |
| Net Income Past Year | 1,185,100,000 |
| Net Income Prior Year | 1,571,000,000 |
| Quarterly Revenue Growth YOY | -4.50% |
| 5-Year Revenue Growth | 1.17% |
| Operating Margin Twelve Trailing Months | 14.80% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 4,054,000,000 |
| Total Cash Past Year | 4,431,000,000 |
| Total Cash Prior Year | 4,211,900,000 |
| Net Cash Position Most Recent Quarter | 126,300,000 |
| Net Cash Position Past Year | 4,428,200,000 |
| Long Term Debt Past Year | 2,800,000 |
| Long Term Debt Prior Year | 3,955,300,000 |
| Total Debt Most Recent Quarter | 3,927,700,000 |
| Equity to Debt Ratio Past Year | 1.00 |
| Equity to Debt Ratio Most Recent Quarter | 0.75 |
| Total Stockholder Equity Past Year | 11,883,900,000 |
| Total Stockholder Equity Prior Year | 11,086,400,000 |
| Total Stockholder Equity Most Recent Quarter | 11,815,300,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 3,631,100,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 16.81 |
| Free Cash Flow Past Year | 4,438,700,000 |
| Free Cash Flow Prior Year | 4,534,100,000 |
Options |
|
| Put/Call Ratio | 2.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 2.60 |
| MACD Signal | 2.41 |
| 20-Day Bollinger Lower Band | 82.85 |
| 20-Day Bollinger Middle Band | 92.10 |
| 20-Day Bollinger Upper Band | 101.35 |
| Beta | 0.90 |
| RSI | 69.70 |
| 50-Day SMA | 83.95 |
| 150-Day SMA | 77.51 |
| 200-Day SMA | 75.64 |
System |
|
| Modified | 5/15/2026 5:39:03 AM EST |