Insider buying last 90 days
No open-market insider purchases were filed for PFG in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every PFG insider filing, plotted on the chart in Gekko.Open PFG in Gekko
NASDAQ: PFG
Principal Financial (PFG) Stock Analysis & Forecast
Sep 28 close
$114.64−0.13 (−0.1%)
Gekko Brief
AI summaryPrincipal Financial's week centers on continued momentum from its Q2 2026 results, with adjusted non-GAAP EPS up 17% to $2.50, beating consensus, though revenue of $3.91 billion fell short of the $4.11 billion expected. The company also raised its quarterly dividend to $0.84 per share and launched a real estate decarbonization platform with Longevity Partners. Separately, Principal completed its acquisition of Beam Benefits, adding over 25,000 small-business customers while maintaining its 2026 capital deployment and EPS growth targets. A class action lawsuit alleging fee practices in the company's own 401(k) plan and options market chatter around elevated implied volatility for an October $50 put also featured in coverage.
The stock closed at $114.64, down 0.1% on the day, sitting above both its 50-day average of $113.48 and 200-day average of $101.17. The GekkoIndex reads 57.4, placing it in the Neutral zone, and shares trade 1.6% above Gekko Fair Value of $112.81.
Earnings are scheduled for 26 October 2026, 27 days out, falling within a typical 20-trading-day holding window; the prior report saw EPS of $2.19 against a $2.23 estimate and a -3.8% reaction. No insider, Congress, or unusual options activity appears in the current windows. Seasonality over the past 5 years shows the next 20 trading days averaging +2.2%, positive in 3 of those years.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Principal Financial price vs fair value
Close $114.64200-day averageGekko Fair Value $112.82
Principal Financial quick facts
- Market cap
- $24.54B
- P/E ratio
- 16.4
- Forward P/E
- 9.1
- EPS, TTM
- $7.02
- Revenue, TTM
- $15.69B
- Profit margin
- 9.9%
- Dividend yield
- 2.79%
- Beta
- 0.87
- Volume
- 1.37M avg 1.56M
- 1-year return
- +40.7%
- Typical daily move
- ±2.2%
- Typical 20-day move
- ±4.9%
- 50-day average
- $113.48
- 200-day average
- $101.17
- Next earnings
- Oct 26
- Shares outstanding
- 214.1M
Principal Financial swing-trade checklist
Principal Financial scores 1 supportive, 3 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
1 supportive3 mixed1 headwind
- Trendsupportive
Above 50 and 200-day
Close $114.64 is above the 50-day ($113.48) and 200-day ($101.17) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
57.4, Neutral
Reading 57.4 is in the Neutral zone.
See the GekkoIndex - Fair valuemixed
1.6% above
Price is within 5% of Gekko Fair Value (1.6% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 27 days
Reports on Oct 26, 2026, 27 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitymixed
+0.8% on average
From this point in the calendar, the next 20 trading days averaged +0.8% over 5 years, rising in 2 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Principal Financial stock chart and price history
Principal Financial closed at $114.64 on Sep 28, 2026, +40.7% over the past year, inside a 52-week range of $77.90 to $121.18.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +2.2%
- 3 months
- +5.6%
- 6 months
- +31.8%
- 1 year
- +40.7%
The full PFG chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open PFG in Gekko
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About Principal Financial
Principal Financial builds and manages investment offerings, supplying financial products to companies, individual clients, and larger institutional buyers. It has built a reputation particularly around helping people save for retirement and turning those savings into ongoing income once they stop working.
Its operations are divided into three parts. One handles retirement savings plans and related income products. Another, Principal Asset Management, delivers investment options to institutions, retirement plans, retail clients, and wealthy individuals, both domestically and in a handful of emerging markets abroad. The third segment, Benefits and Protection, centers on selling life insurance policies to individuals.
Edward A. Temple started the company back in 1879, and its main offices remain in Des Moines, Iowa. Its stock trades on the NASDAQ exchange under the ticker symbol PFG.
- Listed
- NASDAQ
- Sector
- Finance
- Industry
- Investment managers
- Website
- principal.com
Principal Financial GekkoIndex: the smart money zone
Principal Financial’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 57.4, in the Neutral zone, up 3.9 points over five sessions.
57.4Neutral
Up 3.9 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 21 | +1.5% | +6.6% | ||
| Accumulation | 172 | +1.1% | +3.4% | ||
| Neutral (current zone) | 439 | +0.1% | +0.4% | ||
| Distribution | 34 | −0.8% | +0.2% | ||
| Selling | 6 | Too few readings yet | |||
Average PFG share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the PFG price, zone by zone.Track PFG in Gekko
Is Principal Financial stock overvalued? Gekko Fair Value
Principal Financial trades 1.6% above Gekko Fair Value of $112.82, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Principal Financial shares are worth, recalculated every trading day.
$112.82
Gekko Fair Value, Sep 29, 2026
1.6% above fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open PFG in Gekko
Principal Financial insider and Congress trading
No open-market insider purchases were filed for Principal Financial, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in PFG were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for PFG, plotted on the chart in Gekko.Open PFG in Gekko
Buybacks
Principal Financial has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $257.7M
- As a share of market cap
- 1.05%
- Trailing four quarters
- $995.8M
From company filings.
Principal Financial earnings: next date and track record
Principal Financial reports on Oct 26, 2026 (27 days away), and beat the EPS estimate in 2 of its last 8 reports.
Next earnings report
Oct 26, 2026
27 days away
- EPS estimate
- $2.51
- Revenue estimate
- $4.25B
2 of 8reports beat the EPS estimate
±2.7%average move across the report
2 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Feb 9, 2026 AI summary
- What they said
- PFG delivered strong Q4 2025 results with 12% adjusted EPS growth at the high end of target range and nearly 20% reported EPS growth. Performance was driven by favorable markets, strong specialty benefits underwriting, and disciplined expense management. The company returned over $1.5 billion to shareholders including $850 million in share repurchases and $685 million in dividends. Key highlights include 9% growth in retirement transfer deposits to $35 billion and strong participant engagement metrics.
- Guidance
- Management expects to deliver another year of performance within target ranges for EPS growth, free capital flow conversion, and ROE in 2026, positioning well due to strong momentum and diversified business mix.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Feb 9, 2026 | $2.19 est $2.23 | $4.46B est $4.12B | −3.8% |
| Oct 23, 2025 | $2.10 est $2.17 | $3.68B est $4.14B | +0.6% |
| Jul 28, 2025 | $2.16 est $1.97 | $3.67B est $3.98B | −1.1% |
| Apr 24, 2025 | $1.81 est $1.82 | $3.70B est $4.01B | −0.8% |
| Feb 6, 2025 | $1.94 est $1.93 | $4.75B est $4.12B | +2.2% |
| Oct 24, 2024 | $1.76 est $2.01 | $3.01B est $3.92B | −6.6% |
| Jul 25, 2024 | $1.63 est $1.84 | $4.31B est $3.80B | −2.6% |
| Apr 25, 2024 | $1.65 est $1.73 | $4.05B est $3.68B | −3.7% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Principal Financial stock forecast and analyst price targets
Analysts’ average 12-month price target for Principal Financial is $111.83, −2.5% from the last close, from 11 firms rating the stock in the last 90 days.
$111.83consensus 12-month target, −2.5% from the last close
Now $114.64Avg $111.83
Low $92High $128
Each firm’s latest rating in the last 90 days: 11 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 28 | Piper Sandler | $128 | +11.7% |
| Sep 10 | UBS | $120 | +4.7% |
| Sep 8 | KBW | $117 | +2.1% |
| Sep 3 | KBW | $117 | +2.1% |
| Aug 24 | Morgan Stanley | $112 | −2.3% |
+0.4%average 20-day move after past Neutral readings
+0.8%average move over the next 20 trading days in the last 5 years
±2.2%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Principal Financial seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Principal Financial averaged +0.8% across the last 5 years, rising in 2 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.6% | 4 of 5 |
| Next 10 trading days | +2.0% | 3 of 5 |
| Next 15 trading days | +2.1% | 3 of 5 |
| Next 20 trading days | +0.8% | 2 of 5 |
| Next 30 trading days | +6.6% | 3 of 5 |
For scale, PFG’s typical 20-trading-day move in either direction is about 4.9%.
Principal Financial market cap and key statistics
Principal Financial’s market cap is $24.54B, with a P/E ratio of 16.4 and revenue of $15.69B over the last twelve months.
Valuation
- Market cap
- $24.54B
- P/E ratio
- 16.4
- Forward P/E
- 9.1
- EPS, TTM
- $7.02
- Gekko Fair Value
- $112.82
Trading
- Volume
- 1.37M
- Avg volume, 20 days
- 1.56M
- 52-week high
- $121.18
- 52-week low
- $77.90
- Shares outstanding
- 214.1M
Financials
- Revenue, TTM
- $15.69B
- Profit margin
- 9.9%
- Return on equity
- 13%
- Quarterly earnings growth, YoY
- +2.8%
Risk and income
- Beta
- 0.87
- Typical daily move
- ±2.2%
- Typical 20-day move
- ±4.9%
- Dividend yield
- 2.79%
Principal Financial stock news this week
4 headlines about Principal Financial from the past week, newest first, each linking to the publisher.
- Is the Options Market Predicting a Spike in Principal Financial Stock?Zacks Investment Research, Sep 28
- Here's Why Principal Financial (PFG) is a Strong Value StockZacks Investment Research, Sep 25
- Comparing Principal Financial Group (NASDAQ:PFG) & American Integrity Insurance Group (NYSE:AII)Defense World, Sep 24
- Here's Why Principal Financial (PFG) is a Strong Momentum StockZacks Investment Research, Sep 23
Principal Financial peers
Principal Financial’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSMorgan Stanley | Accumulation | 12.4% below |
| BLKBlackRock | Accumulation | 10.3% below |
| UBSUBS | Accumulation | 9.5% below |
| BXBlackstone | Buying | 16.8% below |
| KKRKKR | Accumulation | 18.0% below |
| BNBrookfield | Buying | 21.8% below |
A peer links to its own page where one exists.
Principal Financial stock FAQ
What is Principal Financial’s market cap?
Principal Financial’s market cap is $24.54B at the Sep 28, 2026 close of $114.64, with 214.1M shares outstanding. The shares trade on a P/E ratio of 16.4.
What is the Principal Financial stock forecast?
The consensus analyst 12-month price target for Principal Financial is $111.83, −2.5% from the last close. Of the 11 firms that rated the stock in the last 90 days, 2 rate it a buy, 7 a hold and 2 a sell. Gekko doesn’t publish price predictions of its own.
Is Principal Financial stock overvalued or undervalued?
On Gekko’s estimate Principal Financial is about fair value: the Sep 28, 2026 close of $114.64 is 1.6% above Gekko Fair Value of $112.82. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Principal Financial report earnings next?
Principal Financial is expected to report on Oct 26, 2026 (27 days away). Analysts expect earnings of $2.51 per share on revenue of $4.25B. Principal Financial beat the earnings estimate in 2 of its last 8 reports, moving 2.7% on average across the report.
What is Principal Financial’s 52-week high and low?
Principal Financial’s 52-week high is $121.18 and its 52-week low is $77.90; it closed at $114.64 on Sep 28, 2026, +40.7% over the past year.
Is Principal Financial stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 5 items with data read as supportive (trend), 3 as mixed (gekkoindex, fair value and seasonality) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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