Ticker: PFG

Principal Financial Group

Finance Financials Insurance - Diversified
Price 109.40
Reco Sell Potential 52 Risk 74 Updated 2026-07-27

Forecast impact

negative
Target +3.3% target fill 96.8%
Reaction D5 pending · D10 pending market trust
Impact Potential -4 · Risk +3 valid until 2026-08-21

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell
Description

Company and Business Model

Principal Financial Group is a financial services company that offers a range of products and services, including retirement solutions, asset management, and insurance. Its major business segments include retirement and income solutions, asset management, and insurance solutions. The company generates revenue primarily through fees from investment management, premiums from insurance products, and advisory services.

Investment Profile

The investment profile of Principal Financial Group is more aligned with dividend investors due to its consistent dividend yield of 3.2%. The company demonstrates stable revenue growth, making it suitable for those seeking income and moderate capital appreciation. Its risk profile suggests a balanced approach, appealing to investors looking for a combination of growth and income.

Fundamental metrics (experimental) Updated: 2026-07-27
EPS (TTM) — earnings per share for the last 12 months, $
7.01
Revenue QoQ — quarter-over-quarter revenue growth
-22.9%
EPS surprise
-1.8%
20d volatility
1.1%
Dividend yield
3.2%
last ex-date
2025-12-03
AI recommendation changes
Date Before After Reason
2026-07-25 Buy Sell Weak revenue growth raises concerns despite dividend yield.
2026-07-17 Hold Buy Weak revenue growth offsets solid dividend yield.
2026-06-19 Buy Hold Weak revenue growth raises uncertainty despite dividend yield.
Analyst forecasts
Date Analyst Action Target Price Then
2026-07-22 Wells Fargo Target Lowered 114 → 113 109.57
2026-07-15 Atlantic Equities Target Lowered 95 → 94 113.09
2026-07-10 Jefferies Target Raised 91 → 98 111.67
News Page 1 of 1
Micron FedEx Delta Air Lines Verizon Expedia Group KB Home Alphabet Wendy's Principal Financial Group

Analysts Bank of America downgraded Principal Financial Group (PFG) to underperform amid expectations of slowing income growth

Midday trading saw significant movements in various sectors, with notable declines for Principal Financial Group and Cerebras, while travel stocks and KB Home experienced substantial gains, reflecting shifting investor sentiment and sector performance.