$107.64-0.20 (-0.19%)
Principal Financial Group, Inc.
Principal Financial Group, Inc. in the Financial Services sector is trading at $107.64 with a market capitalization of $24.3B. Wall Street consensus targets $111.17 (12 analysts), implying a +3.3% move over the next 12 months. The stock is currently 11% below its 52-week high of $121.18, remaining 6.5% above its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality. Risk note: RSI 23 is oversold, raising the odds of a near-term bounce. The Whystock Score of 95/100 reflects bullish alignment across trend, valuation and analyst targets.
| Metric (USD) | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Total Revenue | $3.91B↑ | $3.53B↓ | $4.58B↑ | $3.68B↑ | $3.67B |
| Gross Profit | — | — | — | — | — |
| Operating Income | — | — | — | — | — |
| Net Income | $403.40M↓ | $424.60M↓ | $517.00M↑ | $213.80M↓ | $406.20M |
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 ...
Academic risk and quality models computed from PFG's own filings and price history, not from analyst opinion.
Mixed: 5 of 9 fundamental-health tests pass, so profitability and balance-sheet trends disagree.
Beneish M below the -1.78 flag threshold, so the earnings-manipulation model finds nothing unusual in the accruals and margin trends.
Share of earnings coming from accruals rather than cash. Higher values historically precede weaker future returns.
Hidden Markov model fitted to two years of returns, separating bull, bear and sideways states by their own drift and volatility.
GARCH(1,1) 30-day annualised forecast, above the current 24.0% reading.
Fama-French 5-factor market beta. The five factors explain 30% of this stock's return variance; the rest is idiosyncratic.
The stock’s own historical valuation anchor, which is a fairer comparison than a sector average for a company with a persistent premium or discount.
Model inputs as of 2026-10-13.