PFG Principal Financial Group, Inc.

bullish · high conviction SHIFT track record → $97.43 +1.70 (+1.8%)
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Mkt Cap $21B P/E 18.3 fwd 9.4 52wk $71.33 - $97.88 3h ago
Insider selling: $2,513,280 sold by 24 insiders (30d)
Est. revisions: -2.9% (2 up, 5 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.2)

Factor Model

net -1.2 2.9 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.7
Narrative Gap
+0.0

PFG posts 13% EPS growth, boosts dividend

Watch: Monitor next quarterly earnings for sustained EPS growth and any shifts in underwriting margins under current market conditions.

Principal Financial Group reported Q1 2026 adjusted non-GAAP EPS growth of 13% driven by favorable underwriting and improved mortality in benefits and protection. The firm returned $375 million to shareholders, including $200 million in share buybacks. It raised its dividend by 8%, marking the 12th consecutive increase, while non-GAAP operating ROE improved to 16.1%.

Steady EPS growth, shareholder returns, and a dividend hike signal underlying financial strength and confidence despite previous revenue declines and mixed analyst sentiment.

Evidence

1h ago Barclays main PFG: Underweight → Underweight
10d ago B of A Securities main PFG: Neutral → Neutral
10d ago Insider buy by MURUZABAL CLAUDIO (PFG): $873
Fundamentals & Data ▾
Principal Financial Group, Inc. Financial Services · Asset Management
Mkt Cap
$21B
P/E
18.3 fwd 9.4
Beta
0.88
Div Yield
325.00%
52w Range
$71.33 - $97.88
Short Interest
8.2M 4.4%
Days to Cover
5.2 +10%
Technicals downtrend
from 52w Hi
0.0%
1w return
+2.9%
Insiders
mixed 0B / 0S
Analysts
mixed
EPS Estimate
$2.01 -2.9% 30d 2up / 5dn
Est. Dispersion
12% 12 analysts
Analyst Target
$94 $83 - $106
Options P/C
0.83
Insider Cluster
strong sell 1B / 3S
Fund Convergence
strong Citadel, Bridgewater, Two Sigma
Financials
Revenue
$4.6B -4% YoY
FCF
$1.7B
Momentum: accelerating
Top Holders
Citadel $55M
Bridgewater $42M
Two Sigma $4M
Recent Filings & Data
insider trade 149
net selling · $2,513,280 sold · $873 bought
24 insiders · 149 transactions (30d)
Recent transactions
RIVERA ALFREDO · award
AUERBACH JONATHAN · award
RIVERA ALFREDO · award
FRIEDRICH AMY CHRISTINE · award
STRABLE-SOETHOUT DEANNA D · award
MITCHELL H ELIZABETH · award
NORDIN DIANE C · award
LITTLEFIELD CHRISTOPHER J. · award
HOCHSCHILD ROGER C · award
CARTER-MILLER JOCELYN E. CPA · award
RICHER CLARE STACK · award
MILLS SCOTT M · award
AGRAWAL VIVEK · award
BHATIA KAMAL · award
PITZ JOEL · award
DJURASOVIC GEORGE · award
BEAMS MARY ELIZABETH · award
KAY KATHLEEN B · award
MCCULLUM KENNETH A. · award
MURUZABAL CLAUDIO · award
CHEONG WEE YEE · award
FRIEDRICH AMY CHRISTINE · award
STRABLE-SOETHOUT DEANNA D · award
LITTLEFIELD CHRISTOPHER J. · award
AGRAWAL VIVEK · award
BHATIA KAMAL · award
PITZ JOEL · award
DJURASOVIC GEORGE · award
KAY KATHLEEN B · award
MCCULLUM KENNETH A. · award
CHEONG WEE YEE · award
MURUZABAL CLAUDIO · buy · $873
STRABLE-SOETHOUT DEANNA D · sell · $697,300
STRABLE-SOETHOUT DEANNA D · sell · $884,616
STRABLE-SOETHOUT DEANNA D · sell · $742,794
STRABLE-SOETHOUT DEANNA D · sell · $27,750
STRABLE-SOETHOUT DEANNA D · award · $3,372,886
STRABLE-SOETHOUT DEANNA D · exercise · $581,521
STRABLE-SOETHOUT DEANNA D · award · $1,873,761
STRABLE-SOETHOUT DEANNA D · exercise · $7,476
PICKERELL BLAIR CHILTON · award
AUERBACH JONATHAN · award
RIVERA ALFREDO · award
FRIEDRICH AMY CHRISTINE · award
MITCHELL H ELIZABETH · award
NORDIN DIANE C · award
LITTLEFIELD CHRISTOPHER J. · award
HOCHSCHILD ROGER C · award
CARTER-MILLER JOCELYN E. CPA · award
RICHER CLARE STACK · award
MILLS SCOTT M · award
STRABLE-SOETHOUT DEANNA D · award · $44,475
STRABLE-SOETHOUT DEANNA D · exercise · $18,690
STRABLE-SOETHOUT DEANNA D · award
AGRAWAL VIVEK · award
BHATIA KAMAL · award
PITZ JOEL · award
DJURASOVIC GEORGE · award
BEAMS MARY ELIZABETH · award
KAY KATHLEEN B · award
MCCULLUM KENNETH A. · award
MURUZABAL CLAUDIO · award
CHEONG WEE YEE · award
STRABLE-SOETHOUT DEANNA D · award · $749,384
STRABLE-SOETHOUT DEANNA D · exercise · $313,543
MCCULLUM KENNETH A. · award · $462,880
MCCULLUM KENNETH A. · exercise · $107,354
FRIEDRICH AMY CHRISTINE · other
CHEONG WEE YEE · sell · $160,470
PICKERELL BLAIR CHILTON · award
AUERBACH JONATHAN · award
RIVERA ALFREDO · award
FRIEDRICH AMY CHRISTINE · award
MITCHELL H ELIZABETH · award
NORDIN DIANE C · award
LITTLEFIELD CHRISTOPHER J. · award
HOCHSCHILD ROGER C · award
CARTER-MILLER JOCELYN E. CPA · award
RICHER CLARE STACK · award
MILLS SCOTT M · award
STRABLE-SOETHOUT DEANNA D · award
BHATIA KAMAL · award
PITZ JOEL · award
DJURASOVIC GEORGE · award
BEAMS MARY ELIZABETH · award
KAY KATHLEEN B · award
MCCULLUM KENNETH A. · award
MURUZABAL CLAUDIO · award
CHEONG WEE YEE · award
AGRAWAL VIVEK · award
PICKERELL BLAIR CHILTON · award
AUERBACH JONATHAN · award
RIVERA ALFREDO · award
FRIEDRICH AMY CHRISTINE · award
HOUSTON DANIEL JOSEPH · award
NORDIN DIANE C · award
LITTLEFIELD CHRISTOPHER J. · award
HOCHSCHILD ROGER C · award
CARTER-MILLER JOCELYN E. CPA · award
RICHER CLARE STACK · award
MILLS SCOTT M · award
STRABLE-SOETHOUT DEANNA D · award
BHATIA KAMAL · award
PITZ JOEL · award
BEAMS MARY ELIZABETH · award
KAY KATHLEEN B · award
MCCULLUM KENNETH A. · award
BEAMS MALIZ E · award
MURUZABAL CLAUDIO · award
CHEONG WEE YEE · award
LAMARQUE NATALIE · award
AGRAWAL VIVEK · award
PICKERELL BLAIR CHILTON · award
AUERBACH JONATHAN · award
PICKERELL BLAIR CHILTON · award
MITCHELL H ELIZABETH · award
NORDIN DIANE C · award
HOCHSCHILD ROGER C · award
CARTER-MILLER JOCELYN E. CPA · award
RICHER CLARE STACK · award
MILLS SCOTT M · award
BEAMS MARY ELIZABETH · award
BEAMS MALIZ E · award
MURUZABAL CLAUDIO · award
MURUZABAL CLAUDIO · sell · $350
PICKERELL BLAIR CHILTON · award
AUERBACH JONATHAN · award
RIVERA ALFREDO · award
FRIEDRICH AMY CHRISTINE · award
MITCHELL H ELIZABETH · award
HOUSTON DANIEL JOSEPH · award
NORDIN DIANE C · award
LITTLEFIELD CHRISTOPHER J. · award
HOCHSCHILD ROGER C · award
CARTER-MILLER JOCELYN E. CPA · award
RICHER CLARE STACK · award
MILLS SCOTT M · award
STRABLE-SOETHOUT DEANNA D · award
AGRAWAL VIVEK · award
BHATIA KAMAL · award
PITZ JOEL · award
BEAMS MARY ELIZABETH · award
KAY KATHLEEN B · award
MCCULLUM KENNETH A. · award
BEAMS MALIZ E · award
MURUZABAL CLAUDIO · award
CHEONG WEE YEE · award
LAMARQUE NATALIE · award
CHEONG WEE YEE · award · $71,775
8 signals · latest 1h ago

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