Principal Financial Group, Inc. PFG | NASDAQ
$108.75
-$0.21 | -0.19%
TREND SIGNAL:
|2026-09-01
|2026-09-01
Next Earnings: Oct 26, 2026
Company Overview:
Market Cap:
$23.33B
Trailing PE:
15.4x
FWD PE *:
10.9x
Payout Ratio (TTM):
43.4%
52-Week Range:
$77.90 - $121.18
* Forward PE is based on street estimates.
10 Year PFG Performance Metrics:
Total Return (with DRIP):
201.1% (11.65% CAGR)
Total Return (no DRIP):
154.0% (9.77% CAGR)
Share Price:
108.1% (7.60% CAGR)
Yield on Cost (with DRIP):
9.30%
Total Invested:
$10,000
Total Value (with DRIP):
$30,108
Total Return $ (with DRIP):
$20,108
Dividend Increase:
82.2% (6.34% CAGR)
Dividend Yield (FWD):
3.09% ($3.36)
PFG 10-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
PFG Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
PFG Price CAGR:1Y: 38.73%2Y: 9.23%5Y: 9.64%10Y: 7.60%
PFG Dividend Charts
PFG Dividend CAGR:1Y: 4.07%2Y: 5.95%5Y: 5.07%10Y: 6.66%
PFG Dividend Payout Ratio CAGR:1Y: 4.73%2Y: -3.30%5Y: -0.85%10Y: 2.26%
PFG Dividend to FCF Ratio CAGR:1Y: -59.18%2Y: -13.31%5Y: -12.41%10Y: -0.68%
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PFG Financials: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:
PFG Revenue CAGR:1Y: 6.39%2Y: -4.81%5Y: 1.99%10Y: 2.59%
PFG EPS CAGR:1Y: 2.79%2Y: 11.13%5Y: 6.87%10Y: 5.28%
PFG Net Income CAGR:1Y: 5.93%2Y: 10.39%5Y: 3.53%10Y: 2.93%
PFG EBITDA CAGR:1Y: -1.35%2Y: 5.74%5Y: 3.26%10Y: 1.15%
PFG Free Cash Flow CAGR:1Y: 154.82%2Y: 19.23%5Y: 15.69%10Y: 5.30%
PFG Free Cash Flow / Share CAGR:1Y: 161.12%2Y: 23.28%5Y: 21.12%10Y: 8.41%
PFG Operating Income CAGR:1Y: -1.35%2Y: 5.74%5Y: 3.26%10Y: 2.30%
PFG Gross Profit CAGR:1Y: 5.07%2Y: 3.44%5Y: -11.57%10Y: -4.48%
PFG Shares Outstanding CAGR:1Y: -3.44%2Y: -3.86%5Y: -4.51%10Y: -2.88%
PFG Share Buybacks CAGR:1Y: 61.77%2Y: 1.47%5Y: -0.64%10Y: 9.49%
PFG Stock-Based Comp CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
PFG Expenses CAGR:1Y: 191.38%2Y: 94.33%5Y: 24.17%10Y: 8.28%
PFG Revenue CAGR:1Y: 6.39%2Y: -4.81%5Y: 1.99%10Y: 2.59%
PFG Revenue CAGR:1Y: 6.39%2Y: -4.81%5Y: 1.99%10Y: 2.59%
Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:
PFG Actual Revenue CAGR:1Y: 6.39%2Y: -4.81%5Y: 1.99%10Y: 2.59%
PFG Actual EPS CAGR:1Y: 2.79%2Y: 11.13%5Y: 6.87%10Y: 5.28%
PFG Actual Net Income CAGR:1Y: 5.93%2Y: 10.39%5Y: 3.53%10Y: 2.93%
PFG Actual EBITDA CAGR:1Y: -1.35%2Y: 5.74%5Y: 3.26%10Y: 1.15%
Ratios, Profit Margins & Return on Capital:
PFG Net Profit Margin CAGR:1Y: -6.60%2Y: 12.31%5Y: 0.21%10Y: -0.30%
PFG Gross Profit Margin CAGR:1Y: -1.23%2Y: 8.67%5Y: -13.30%10Y: -6.89%
PFG Price to Earnings CAGR:1Y: 33.48%2Y: 6.49%5Y: 4.04%10Y: 4.61%
PFG Price To Sales Ratio CAGR:1Y: 24.47%2Y: 19.43%5Y: 4.21%10Y: 4.26%
PFG Return on Capital Employed CAGR:1Y: -4.96%2Y: -5.68%5Y: 2.21%10Y: -1.78%
PFG Return on Invested Capital CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
PFG Dividends Info:
Annual Dividend:
$3.36
Forward Yield:
3.09%
Ex-Dividend Date:
2026-09-03
Lifetime Dividends / Share:
$36.33
PFG Dividend History: Dates, Payments & Yield list
Below is a schedule of all PFG dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 09/03/2026 | 09/07/2026 | $0.840 | 2.84% | 2.93% | $114.77 |
| 06/01/2026 | 06/03/2026 | $0.820 | 3.19% | 3.24% | $101.19 |
| 03/11/2026 | 03/13/2026 | $0.800 | 3.63% | 3.73% | $85.83 |
| 12/03/2025 | 12/05/2025 | $0.790 | 3.68% | 3.61% | $87.52 |
| 09/04/2025 | 09/08/2025 | $0.780 | 3.84% | 3.91% | $79.71 |
| 06/02/2025 | 06/04/2025 | $0.760 | 3.95% | 3.98% | $76.34 |
| 03/12/2025 | 03/14/2025 | $0.750 | 3.66% | 3.62% | $82.78 |
| 12/02/2024 | 12/04/2024 | $0.730 | 3.42% | 3.44% | $84.84 |
| 09/05/2024 | 09/09/2024 | $0.720 | 3.61% | 3.64% | $79.21 |
| 06/03/2024 | 06/05/2024 | $0.710 | 3.52% | 3.57% | $79.65 |
| 03/11/2024 | 03/13/2024 | $0.690 | 3.45% | 3.41% | $80.89 |
| 11/30/2023 | 12/04/2023 | $0.670 | 3.63% | 3.57% | $75.10 |
| 09/06/2023 | 09/08/2023 | $0.650 | 3.41% | 3.45% | $75.38 |
| 05/31/2023 | 06/02/2023 | $0.640 | 3.91% | 3.69% | $69.47 |
| 03/14/2023 | 03/16/2023 | $0.640 | 3.49% | 3.53% | $72.56 |
| 11/30/2022 | 12/19/2022 | $0.640 | 2.85% | 3.04% | $84.31 |
| 09/07/2022 | 09/30/2022 | $0.640 | 3.4% | 3.55% | $72.15 |
| 06/01/2022 | 06/24/2022 | $0.640 | 3.58% | 3.73% | $68.55 |
| 03/09/2022 | 03/25/2022 | $0.640 | 3.87% | 3.48% | $73.60 |
| 11/30/2021 | 12/21/2021 | $0.640 | 3.73% | 3.64% | $70.33 |
| 08/31/2021 | 09/24/2021 | $0.630 | 3.77% | 3.91% | $64.45 |
| 06/02/2021 | 06/25/2021 | $0.610 | 3.73% | 3.79% | $64.36 |
| 02/26/2021 | 03/26/2021 | $0.560 | 3.96% | 3.69% | $60.63 |
| 12/01/2020 | 12/21/2020 | $0.560 | 4.51% | 4.72% | $47.50 |
| 08/31/2020 | 09/25/2020 | $0.560 | 5.32% | 5.8% | $38.63 |
| 05/29/2020 | 06/26/2020 | $0.560 | 5.8% | 5.72% | $39.14 |
| 02/28/2020 | 03/27/2020 | $0.560 | 5.05% | 6.87% | $32.60 |
| 12/02/2019 | 12/27/2019 | $0.550 | 4.09% | 4.02% | $54.76 |
| 09/04/2019 | 09/27/2019 | $0.550 | 4.19% | 3.83% | $57.37 |
| 05/31/2019 | 05/07/2019 | $0.540 | 4.19% | 3.83% | $56.45 |
| 03/01/2019 | 03/29/2019 | $0.540 | 4.2% | 4.3% | $50.19 |
| 11/30/2018 | 12/28/2018 | $0.540 | 4.38% | 4.96% | $43.56 |
| 09/05/2018 | 09/28/2018 | $0.530 | 3.79% | 3.62% | $58.59 |
| 06/01/2018 | 06/29/2018 | $0.520 | 3.68% | 3.93% | $52.95 |
| 03/02/2018 | 03/29/2018 | $0.510 | 3.34% | 3.35% | $60.91 |
| 12/01/2017 | 12/28/2017 | $0.490 | 2.78% | 2.75% | $71.39 |
| 08/30/2017 | 09/29/2017 | $0.470 | 3.01% | 2.92% | $64.34 |
| 06/01/2017 | 06/30/2017 | $0.460 | 2.87% | 2.87% | $64.07 |
| 03/02/2017 | 03/31/2017 | $0.450 | 2.87% | 2.85% | $63.11 |
| 12/01/2016 | 12/27/2016 | $0.430 | 2.95% | 2.93% | $58.73 |
| 08/31/2016 | 09/30/2016 | $0.410 | 3.34% | 3.18% | $51.51 |
| 06/02/2016 | 06/24/2016 | $0.390 | 3.55% | 3.9% | $39.96 |
| 03/03/2016 | 03/25/2016 | $0.380 | 3.89% | 3.87% | $39.30 |
| 12/03/2015 | 12/28/2015 | $0.380 | 3.15% | 3.34% | $45.57 |
| 09/02/2015 | 09/25/2015 | $0.380 | 3.14% | 3.16% | $48.05 |
| 06/04/2015 | 06/26/2015 | $0.380 | 2.94% | 2.9% | $52.44 |
| 03/05/2015 | 03/27/2015 | $0.360 | 2.84% | 2.85% | $50.49 |
| 12/04/2014 | 12/26/2014 | $0.340 | 2.58% | 2.56% | $53.06 |
| 09/04/2014 | 09/26/2014 | $0.340 | 2.51% | 2.55% | $53.40 |
| 06/05/2014 | 06/27/2014 | $0.320 | 2.66% | 2.55% | $50.27 |
| 03/06/2014 | 03/28/2014 | $0.280 | 2.4% | 2.44% | $45.81 |
| 12/05/2013 | 12/27/2013 | $0.260 | 2.12% | 2.11% | $49.38 |
| 09/03/2013 | 09/27/2013 | $0.260 | 2.51% | 2.41% | $43.19 |
| 05/30/2013 | 06/28/2013 | $0.230 | 2.39% | 2.46% | $37.45 |
| 03/07/2013 | 03/29/2013 | $0.230 | 2.82% | 2.73% | $33.64 |
| 12/06/2012 | 12/28/2012 | $0.210 | 3.03% | 2.99% | $28.08 |
| 09/04/2012 | 09/28/2012 | $0.210 | 0.77% | 0.78% | $26.94 |
| 05/31/2012 | 06/29/2012 | $0.180 | 0.73% | 0.69% | $26.23 |
| 03/08/2012 | 03/30/2012 | $0.180 | 0.68% | 0.61% | $29.51 |
| 11/08/2011 | 12/02/2011 | $0.700 | 2.78% | 2.88% | $24.30 |
| 11/17/2010 | 12/03/2010 | $0.550 | 1.99% | 1.85% | $29.68 |
| 11/10/2009 | 12/04/2009 | $0.500 | 1.94% | 2.08% | $24.09 |
| 11/12/2008 | 12/05/2008 | $0.450 | 2.57% | 2.34% | $19.20 |
| 11/14/2007 | 12/07/2007 | $0.900 | 1.33% | 1.35% | $66.60 |
| 11/20/2006 | 12/15/2006 | $0.800 | 1.37% | 1.37% | $58.31 |
| 11/15/2005 | 12/16/2005 | $0.650 | 1.3% | 1.31% | $49.72 |
| 11/09/2004 | 12/17/2004 | $0.550 | 5.68% | 5.52% | $39.86 |
| 11/05/2003 | 12/08/2003 | $0.450 | 5.79% | 5.28% | $34.06 |
| 11/06/2002 | 12/09/2002 | $0.250 | 3.54% | 3.41% | $29.30 |
Projected Future Returns & Dividends for PFG
Based on past 10-year performance, here are PFG growth metrics:
Share price CAGR of +7.6%
Dividend CAGR of +6.34%
Using PFG CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| PFG (DRIP) | PFG - No DRIP | |
|---|---|---|
| Current Price | $108.75 | $108.75 |
| Start Shares | 91.95 | 91.95 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 123.15 | 91.95 |
| Dividends Payment | $1.55 | $1.55 |
| Annual Dividends | $765 | $572 |
| Yield on cost | 7.65% | 5.72% |
| Share Price | $226.30 | $226.30 |
| Total Dividends | $4,874 | $4,139 |
| Final Value | $27,869 | $24,948 |
Estimated Future Value + Dividends - PFG
NOTE: Above numbers are our estimate based on PFG's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Principal Financial Group, Inc. (PFG) had its IPO on 2001-10-23, and is traded on NASDAQ stock exchange.
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.
PFG website: https://www.principal.com
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DCF Model — PFG
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Pay up to today
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vs current price $108.75
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Cash flow & implied price by year
FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.
EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.
Free cash flow today
—
grows for the next years
Then mature
—
every future dollar counted back to today
Pile of today-dollars
—
÷ shares
Implied price path
| Year | FCF | Implied price |
|---|
Sensitivity — fair value: growth ↓ × target return →
