Ticker: PFG

Principal Financial Group

Finance Financials Insurance - Diversified

Price 114.55

Reco Buy Potential 62 Risk 58 Updated 2026-09-10

Official website

Forecast impact

limited

Target +6.1% target fill 94.2%

Reaction D5 -2.73% · D10 -2.19%

Impact Potential 0 · Risk 0 valid until 2026-09-16

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.

Category: Finance Sector: Financials Industry: Insurance - Diversified Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Large Cap

Fundamental metrics (experimental) Updated: 2026-09-10

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: 1.7%
Dividend yield: 3.2%
last ex-date: 2025-12-03

AI recommendation changes

Date	Before	After	Reason
2026-09-04	Hold	Buy	Strong price momentum, but revenue decline raises concerns.
2026-08-27	Sell	Hold	Mixed signals; fundamentals show weakness, cautious outlook.
2026-08-20	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-08-12	Buy	Hold	Weak revenue growth raises uncertainty despite dividend yield.
2026-08-04	Hold	Buy	Solid yield, but revenue decline raises concerns.
2026-07-28	Sell	Hold	Solid yield, but revenue decline raises concerns.
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.
2026-06-09	Hold	Buy	Weak revenue growth offsets solid dividend yield.
2026-06-01	Buy	Hold	Solid fundamentals, but mixed momentum signals present uncertainty.
2026-05-08	—	Buy	Solid fundamentals, but mixed momentum signals present risks.
2026-05-08	Buy	Buy	Компания показывает стабильный рост выручки и имеет привлекательную дивидендную доходность, однако недавнее снижение цены акций и небольшой отрицательный сюрприз по прибыли могут указывать на краткосрочные риски.
2026-03-27	Hold	Buy	Компания демонстрирует стабильный рост выручки и дивидендную доходность, однако недавнее снижение цен акций и отрицательный сюрприз по прибыли могут указывать на риски в краткосрочной перспективе.
2026-03-11	Buy	Hold	Компания показывает стабильный рост выручки, однако недавнее снижение цен акций и негативный сюрприз по прибыли указывают на возможные риски. Дивидендная доходность также привлекательна, что делает акцию интересной для у
2026-02-22	Hold	Buy	Компания демонстрирует стабильный рост выручки и имеет привлекательную дивидендную доходность. Текущая цена акций и положительная динамика на рынке создают хорошие возможности для инвестиций.
2026-02-14	Buy	Hold	Компания показывает стабильный рост за последние 60 и 120 дней, однако недавние колебания цен и снижение за последнюю неделю вызывают осторожность. Дивидендная доходность также привлекательна, но стоит следить за динамик
2026-01-23	Hold	Buy	Компания показывает положительную динамику роста цен на акции за последние месяцы, что свидетельствует о сильном спросе. Умеренный риск связан с отсутствием данных по EPS и дивидендам, но текущие тренды поддерживают поку

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-08-17	Raymond James	Target Raised	111 → 121	114.92
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
2026-07-07	Barclays	Target Raised	87 → 92	112.55
2026-06-24	Piper Sandler	Target Raised	113 → 125	112.36
2026-05-21	Morgan Stanley	Target Raised	95 → 107	103.305
2026-05-19	Raymond James	Rating Downgraded	— → 111	101.8516
2026-04-27	Evercore ISI	Target Raised	106 → 108	99.34
2026-04-24	Barclays	Target Raised	85 → 87	97
2026-04-09	UBS	Target Raised	92 → 94	92.32
2026-01-13	Wells Fargo	Target Raised	74 → 85	90.2
2026-01-08	UBS	Target Raised	88 → 92	92.3637
2026-01-08	Barclays	Target Raised	82 → 85	90.88
2025-12-23	Piper Sandler	Target Raised	94 → 100	89.24
2025-12-15	Morgan Stanley	Target Raised	87 → 93	90.495

News Page 1 of 1

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

06/24/2026, 10:37 AM rating_drop Analysts: analysts, Bank of America finance Micron FedEx Delta Air Lines Verizon Expedia Group KB Home Alphabet Wendy's Principal Financial Group

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.