Principal Financial Group Inc

Principal Financial Group Inc (PFG) Stock Analysis

$110.110

+1.696 (+1.54%)At close

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High
110.220
Open
107.750
VWAP
109.19
Volume
1.22M
Mkt Cap
18.62B
Low
107.250
Amount
133.21M
EV/EBITDA, TTM
7.39

Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals, and institutional clients a range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. The Company's segments include Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail, and high-net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability and life insurance.

AI analysis of Principal Financial Group Inc (PFG)

Hold

Principal Financial Group Inc is currently priced at $108.81, with a forward P/E of 9.12, indicating potential value. However, the RSI is at 44.38, suggesting it is nearing oversold territory but not yet a strong buy signal. The main risk is the recent downgrade by Barclays, lowering its target to $86, which indicates potential downside.

Analyst Ratings (12)

-17.06% Downside
Hold
5 Buy
6 Hold
1 Sell
Current: 110.11
Low
74.00
Average
91.33
High
103.00

BofA

2026-10-12

Price Target

$107

Underperform

Barclays

2026-10-07

Price Target

$86

Underweight

Piper Sandler

2026-09-28

Price Target

$128

Overweight

UBS

2026-09-10

Price Target

$120

Neutral

Keefe Bruyette

2026-09-03

Price Target

$117

Market Perform

Valuation Metrics

The current forward P/E ratio for Principal Financial Group Inc (PFG) is 9.12, compared to its 5-year average forward P/E of 10.50.

Forward P/E

Undervalued
5Y Average P/E
10.50
Current P/E
9.12
Overvalued
11.73
Undervalued
9.28

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
12.80
Current EV/EBITDA
7.39
Overvalued
65.03
Undervalued
-39.43

Forward P/S

Fair
5Y Average P/S
1.26
Current P/S
1.30
Overvalued
1.42
Undervalued
1.11

Alphio AI Price Scenarios for PFG

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%PFG

$97.46

Scenario price

B

Base

Base · 50%PFG

$89.56

Scenario price

B

Bear

Bear · 25%PFG

$87.79

Scenario price

Whales holding PFG

N

North Star Asset Management, Inc

+ HoldingPFG

+7.54%

3M Return

H

Henssler Asset Management LLC

+ HoldingPFG

+4.60%

3M Return

C

Conning, Inc.

+ HoldingPFG

-0.77%

3M Return

Events Timeline

2026-09-23 (ET)

09:30:00

Principal Asset Management and Longevity Partners Launch REsponsible Asset Solutions Platform

2026-09-15 (ET)

09:30:00

SS&C Partners with Principal Financial for Retirement Income Solutions

2026-09-03 (ET)

16:30:00

Major Averages Close Sharply Higher, Nasdaq Up 1.40%

10:00:00

Robinhood and Other Liquid Options Stocks Gain

09:00:00

Stock Futures Slightly Higher Amid High Oil Prices

News

PFG FAQ — answered by Alphio AI

Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals, and institutional clients a range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. The Company's segments include Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail, and high-net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability and life insurance. It operates in the Financials sector (ACCIDENT & HEALTH INSURANCE industry).

Principal Financial Group Inc is currently priced at $108.81, with a forward P/E of 9.12, indicating potential value. However, the RSI is at 44.38, suggesting it is nearing oversold territory but not yet a strong buy signal. The main risk is the recent downgrade by Barclays, lowering its target to $86, which indicates potential downside.

12 analysts cover PFG: 5 rate it Buy, 6 Hold and 1 Sell. The average price target is 91.33.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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