Equites Radar

PFG · Principal Financial Group Inc

Asset ManagementUnited StatesAnalyst view: Hold

$108.25

+1.27% last session

End-of-day data · updated 2026-07-24

Bullish4 bullish · 1 bearish technical signals
Consensus: Hold (3.00 from 12 analysts)
To mean target: -1.7%

Market cap

$23B

Enterprise value

$23B

Trailing P/E

15.4

Forward P/E

10.4

Dividend yield

3.0%

Beta

0.89

Avg volume

1M

Employees

20K

2D change

-0.86%

5D change

-5.82%

10D change

-4.96%

30D change

0.58%

60D change

4.17%

MTD change

-1.48%

YTD change

23.74%

Analyst Outlook

Consensus ratingHold
Recommendation mean (1–5)3.00
Covering analysts12
Mean price target$106.42
Low price target$92.00
Upside to mean target-1.7%

Analyst estimates change daily — follow the shifts on the Estimate Trends page.

Technical Analysis

RSI (14)46.8
50-day MA$107.48
200-day MA$93.00
Price vs 50-day MA+1.1%
Price vs 200-day MA+16.9%
MACD histogram-0.80
Volume vs 3-month avg0.3×
52w low $72.8552w high $113.95

Analyst sentiment over time — PFG

Rec Mean (blue, left — higher = more bullish) vs. price targets (right).

Investment Bank Ratings as of 2026-07-28

Latest call per bank · past 12 months

Bank of America

Underperform

$104

-3.9% vs price
▲ raised from $94.00Maintains · 2026-07-28

Wells Fargo

Equal-Weight

$113

+4.4% vs price
▼ cut from $114Maintains · 2026-07-22

JP Morgan

Neutral

$106

-2.1% vs price
▲ raised from $101Maintains · 2026-07-21

Jefferies

Hold

$98.00

-9.5% vs price
▲ raised from $91.00Maintains · 2026-07-10

Barclays

Underweight

$92.00

-15.0% vs price
▲ raised from $87.00Maintains · 2026-07-07

Morgan Stanley

Equal-Weight

$112

+3.5% vs price
▲ raised from $107Maintains · 2026-07-06

UBS

Neutral

$94.00

-13.2% vs price
▲ raised from $92.00Maintains · 2026-04-09

Recent rating actions

DateFirmActionRatingPrice target
2026-07-28Bank of AmericaMaintainsUnderperform$94.00 $104
2026-07-28Evercore ISI GroupMaintainsIn-Line$114 $112
2026-07-22Wells FargoMaintainsEqual-Weight$114 $113
2026-07-21JP MorganMaintainsNeutral$101 $106
2026-07-13Evercore ISI GroupMaintainsIn-Line$108 $114
2026-07-13Keefe, Bruyette & WoodsMaintainsMarket Perform$102 $112
2026-07-10JefferiesMaintainsHold$91.00 $98.00
2026-07-09Wells FargoMaintainsEqual-Weight$100 $114

Ratings and price targets are the published opinions of the issuing banks, compiled from Yahoo Finance rating actions — not investment advice.

Signal Summary as of 2026-07-24

  • RSI (14): RSI is 47 — neutral momentum, neither overbought nor oversold.
  • Price vs 50-day MA: Trading 1.1% above the 50-day MA ($107.48).
  • Price vs 200-day MA: Trading 16.9% above the 200-day MA ($93.00).
  • MA cross: The 50-day MA sits above the 200-day MA (golden-cross regime) — the longer-term trend points up.
  • MACD (12,26,9): MACD histogram is negative (-0.80) — short-term momentum is fading.
  • 52-week range: Price is within 5% of the 52-week high ($113.95).

PFG Price Chart

Loading chart for PFG

Fundamentals

Revenue (TTM)$15B
EBITDA$2.0B
Free cash flow$1.0B
Operating cash flow$4.0B
Book value / share$54.59
Net debt / EBITDA-0.5
WACC10.0%
Revenue growth-4.00%
Earnings growth819.00%

About Principal Financial Group Inc

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.

More in Asset Management

Screen PFG against the full market on the Radar →

Data is sourced from end-of-day snapshots and refreshed daily before the US market open — nothing on this page is real-time. Figures can contain vendor errors. This page is for information only and is not investment advice.