Nama Insights

Principal Financial Group (PFG)

Financial Services · Asset Management · NASDAQ

S&P 500
Principal Financial Group (PFG) is a Financial Services company in the Asset Management industry. It has a market capitalization of $23.55B, a trailing price-to-earnings ratio of 12.3 and a free-cash-flow yield of 17.7%. Over the most recent reported fiscal year, revenue declined 3.1% and free cash flow per share grew 2.0%. Nama's AI scorecard rates it Buy, 6.0 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 6.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Leading · +31.9% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-8.5%
How far the last close sits under the highest price of the past five years.
Market cap$23.55B
Trailing P/E12.3
Price / book2.0
Price / sales1.4
FCF yield17.7%
Dividend yield3.1%
Gross margin48.4%
Operating margin18.3%
Net margin11.9%
Revenue growth (YoY)-3.1%
Revenue growth (3-yr annual)-3.8%
EPS growth (YoY)+18.3%
FCF/share growth (YoY)+2.0%
Beta0.9
ExchangeNASDAQ
SectorFinancial Services
IndustryAsset Management

PFG earnings

Next report: Feb 8, 2027 (Q4 2026, EPS estimate $2.40). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 26, 2026 $2.22 $2.43 -8.6% $4.62B
Q2 2026 Jul 27, 2026 $2.50 $2.33 +7.3% $3.91B
Q1 2026 Apr 23, 2026 $2.07 $2.01 +3.0% $3.53B
Q4 2025 Feb 9, 2026 $2.19 $2.22 -1.4% $4.58B

PFG analyst price target

Median target $111.50 from 12 analysts, ranging $86.00 – $125.00.

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live PFG data on Nama Insights →

Recent Congressional trades

Principal Financial Group trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025

PFG FAQ

Is PFG a buy?
Nama's AI scorecard currently rates Principal Financial Group Buy (6.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is PFG's P/E ratio?
Principal Financial Group trades at a trailing price-to-earnings ratio of 12.3.
When does PFG report earnings?
Principal Financial Group's next scheduled report is on Feb 8, 2027. Analysts expect EPS of $2.40.
What is the PFG price target?
The median analyst price target from 12 analysts is $111.50, with a range of $86.00 – $125.00.
Is PFG Shariah compliant?
Nama's AAOIFI-style screen reads Principal Financial Group as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does PFG pay a dividend?
Yes — Principal Financial Group's dividend yield is 3.1%.