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Principal Financial Group Inc

PFG Finance Accident &Health Insurance
$116.63
▼ -0.0% Today
as of Sep 4, 16:53 ET
Last 30 days +2.27% Jul 28 → Sep 04
$108.63 $111.28 $113.94 $116.59 $119.24 Jul 28 Aug 05 Aug 12 Aug 20 Aug 27 Sep 04
Open
$117.03
High
$118.25
Low
$115.82
Volume
$2M
Avg Vol
$1M
Mkt Cap
$24.7B
P/E (TTM)
23.86
Beta
—
52w High
$121.18
52w Low
$77.90
Div Yield
—
Shares Out
$216M

Recent Press Releases & News last 60 days · 25 items

Sep 5 · 17:06 Simply Wall St.
Principal Financial Group (PFG) Stock May Be 49% Undervalued After Beam Benefits Deal
Sep 5 · 05:06 Simply Wall St.
How Investors May Respond To Principal Financial Group (PFG) Acquiring Beam’s Digital-First Employee Benefits Platform
Sep 4 · 14:07 Zacks
Principal Financial (PFG) Moves 6.5% Higher: Will This Strength Last?
▸ Show all 25 press releases & news Free account →

Overview

52-week range
$78
$121
89% of range
Avg surprise (last 2)
+3.5%
Avg reaction (last 1)
+1.3%
100% positive
Latest IV / EM
31%
EM ±4.8% · $115 · Sep 18

Earnings trends

EPS — actual vs estimate Actual Estimate
$-0.95$0.59$2.13$3.68$5.22 Actual $5.22Actual $-0.58Actual $1.58Actual $5.10Actual $2.22Actual $1.49Actual $-0.95Actual $1.81Est $1.85Actual $2.16Est $1.98Actual $0.95Actual $1.93 SepMarJunSepMarJunSepMar/2025Jun/2025SepMar
Revenue vs Net Income Revenue Net income
$-220M$967M$2.2B$3.3B$4.5B Jun 24Sep 24Mar 25Jun 25Sep 25Mar 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Mar 31, 2026Mar 2026 $1.93 — — — — financials
Tue Sep 30, 2025Sep 2025 $0.95 — — — — financials
Mon Jul 28, 2025Jun/2025 $2.16 $1.98 +9.1% — — earnings
Thu Apr 24, 2025Mar/2025 $1.81 $1.85 -2.2% — +1.3% earnings
Mon Sep 30, 2024Sep 2024 $-0.95 — — — — financials
Sun Jun 30, 2024Jun 2024 $1.49 — — — — financials
Sun Mar 31, 2024Mar 2024 $2.22 — — — — financials
Sat Sep 30, 2023Sep 2023 $5.10 — — — — financials
Fri Jun 30, 2023Jun 2023 $1.58 — — — — financials
Fri Mar 31, 2023Mar 2023 $-0.58 — — — — financials
Fri Sep 30, 2022Sep 2022 $5.22 — — — — financials

Financials

Income statement (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Revenue$3.53B—$3.68B$3.67B$3.70B—$3.01B$4.31B
Cost of revenue————————
Gross profit————————
Operating income————————
Net income$425M—$214M$406M$48M—$-220M$353M
EPS (diluted)$1.93—$0.95$1.79$0.21—$-0.95$1.49

Balance sheet (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Cash & equivalents$4.05B$4.43B$5.14B$3.66B$3.88B$4.21B$6.17B$4.82B
Inventory————————
Total current assets————————
Total assets$332.70B$341.38B$334.49B$323.10B$313.00B$313.66B$322.86B$308.78B
Long-term debt$3.93B$3.93B$3.92B$3.92B$4.32B$3.96B$3.93B$3.93B
Total liabilities$320.31B$328.99B$322.36B$311.25B$301.41B$302.19B$311.26B$297.44B
Total equity$11.82B$11.88B$11.67B$11.47B$11.27B$11.09B$11.28B$11.06B

Implied volatility — last 90 days

22%42%61%81%101% Jun 07 — IV 30% · EM ±4.2%Jun 08 — IV 25% · EM ±3.3%Jun 09 — IV 28% · EM ±3.5%Jun 10 — IV 28% · EM ±3.3%Jun 11 — IV 28% · EM ±3.1%Jun 12 — IV 36% · EM ±3.7%Jun 15 — IV 40% · EM ±2.9%Jun 16 — IV 59% · EM ±3.5%Jun 17 — IV 75% · EM ±3.1%Jun 19 — IV 24% · EM ±5.2%Jun 22 — IV 24% · EM ±5.0%Jun 23 — IV 24% · EM ±5.0%Jun 24 — IV 27% · EM ±5.5%Jun 25 — IV 25% · EM ±4.9%Jun 26 — IV 24% · EM ±4.6%Jun 29 — IV 50% · EM ±8.9%Jun 30 — IV 25% · EM ±4.2%Jul 01 — IV 24% · EM ±4.0%Jul 02 — IV 22% · EM ±3.6%Jul 03 — IV 23% · EM ±3.6%Jul 06 — IV 26% · EM ±3.6%Jul 07 — IV 28% · EM ±3.6%Jul 08 — IV 29% · EM ±3.6%Jul 09 — IV 31% · EM ±3.7%Jul 10 — IV 28% · EM ±3.1%Jul 13 — IV 31% · EM ±2.6%Jul 14 — IV 32% · EM ±2.3%Jul 15 — IV 78% · EM ±4.6%Jul 16 — IV 102% · EM ±4.2%Jul 20 — IV 32% · EM ±7.6%Jul 21 — IV 34% · EM ±7.8%Jul 22 — IV 32% · EM ±7.4%Jul 23 — IV 37% · EM ±8.3%Jul 24 — IV 31% · EM ±6.9%Jul 27 — IV 31% · EM ±6.6%Jul 28 — IV 27% · EM ±5.6%Jul 29 — IV 29% · EM ±5.7%Jul 30 — IV 28% · EM ±5.4%Jul 31 — IV 25% · EM ±4.7%Aug 03 — IV 26% · EM ±4.7%Aug 04 — IV 30% · EM ±5.2%Aug 05 — IV 26% · EM ±4.4%Aug 06 — IV 30% · EM ±4.9%Aug 07 — IV 28% · EM ±4.3%Aug 10 — IV 33% · EM ±4.5%Aug 11 — IV 26% · EM ±3.5%Aug 12 — IV 33% · EM ±4.2%Aug 13 — IV 28% · EM ±3.4%Aug 14 — IV 36% · EM ±4.0%Aug 17 — IV 39% · EM ±3.3%Aug 18 — IV 42% · EM ±3.0%Aug 19 — IV 50% · EM ±2.9%Aug 20 — IV 26% · EM ±1.1%Aug 24 — IV 25% · EM ±5.2%Aug 25 — IV 25% · EM ±5.1%Aug 26 — IV 25% · EM ±5.1%Aug 27 — IV 39% · EM ±7.7%Aug 28 — IV 24% · EM ±4.5%Aug 31 — IV 24% · EM ±4.2%Sep 01 — IV 26% · EM ±4.5%Sep 02 — IV 25% · EM ±4.2%Sep 03 — IV 26% · EM ±4.3%Sep 04 — IV 31% · EM ±4.8%

Sector peers

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BAC
Bank of America Corporation
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HSBC
HSBC Holdings plc
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MS
Morgan Stanley
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GS
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$302.2B $1,038.61+0.0%
RY
Royal Bank Of Canada
$292.3B $210.75+0.1%
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