PFG
Financial Services · Asset Management
Performance
PFG (PFG) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
PFG (PFG) operates in the Asset Management space within the Financial Services sector. With a market cap of $24.1B, it qualifies as a mid-cap company. Revenue has been contracting year-over-year, a headwind that investors will watch closely in upcoming earnings.
- Forward P/E (10.9×) is lower than trailing P/E (16.0×) — analysts expect earnings to improve
- Earnings grew 819% YoY — bottom-line is expanding fast
- Healthy profit margin of 10.1%
- Dividend yield of 2.97% provides consistent income on top of price appreciation
- Revenue declined 5% YoY — warning sign for business momentum
- High debt-to-equity of 33.62× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.97%
5Y Avg Annual
$2.5420
Last Payment
$0.8200
Ex-Date
06/01/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest06/01/2026 | 06/26/2026 | $0.8200 | 2.94% |
03/11/2026 | 04/05/2026 | $0.8000 | 2.87% |
12/03/2025 | 12/28/2025 | $0.7900 | 2.83% |
09/04/2025 | 09/29/2025 | $0.7800 | 2.79% |
06/02/2025 | 06/27/2025 | $0.7600 | 2.72% |
03/12/2025 | 04/06/2025 | $0.7500 | 2.69% |
12/02/2024 | 12/27/2024 | $0.7300 | 2.62% |
09/05/2024 | 09/30/2024 | $0.7200 | 2.58% |
Magic Number
Shares needed to self-fund your next purchase
$111.66
Price
$0.8200
Last div. (quarterly)
137
shares
Own 137 PFG shares ($15,297.42) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$15,297.42
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 27, 2026
41
days
EPS (TTM)
$6.97
P/E (TTM)
16.0
Fwd P/E
10.9
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $111.66
Graham Number
√(22.5 × EPS × Book Value)
$92.52
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$45.10
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
8/10
80% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
13.4%Return on equity — measures how efficiently capital is used
Positive profit margin
10.1%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
-4.5%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+819.0%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
33.62×Low financial leverage reduces risk of distress
Current ratio above 1
1.53×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$149M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.97%Stock must distribute income to shareholders
Related Assets
Financial Services
About PFG
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.
Sector
Financial Services
Industry
Asset Management
Location
Des Moines, United States
Employees
19,700