PFGPFGFinancial Services · Asset Management

PFG Stock Forecast: Principal Financial Group, Inc. Price Predictions for 2026-2027

Last close, 17 Sept 2026
$116
−0.60% on the day

The 12 Wall Street analysts covering Principal Financial Group, Inc. hold a median 12-month price target of $114 — -2.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 17 Sept 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$25.3B
Ticker Nerd rank
89 / 100
Median analyst target
$114
Analysts covering
12
Revenue$3.9B+6.4% y/y
Net income$430.3M
Free cash flow$2.0B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.9%
1M
+3.4%
YTD
+34.7%
1Y
+48.3%
From 52W high
−2.2%
From 52W low
+53.0%
$76
$119
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

PFG stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Principal Financial Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 17 Sept 2026
89 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
96
Value
90
Volatility
90
Growth
88
Issuance
80
Revisions
73
Quality
69
Accruals
20
Size
9

Momentum (96): The shares have been drifting up relative to others.

Accruals (20): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

PFG stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on PFG, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$70$80$90$100$110$120$130Oct 25Jan 26Apr 26Jul 26PFGHigh $125Median $114Low $92

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says12 analysts
2 Buy8 Hold2 Sell
Low $92Median $114High $125

The green dot is the last close — the median target sits −2.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
10 Sept 2026UBSMaintainsNeutral$98$120
3 Aug 2026JP MorganMaintainsNeutral$106$107
3 Aug 2026JP MorganMaintainsNeutral
28 July 2026B of A SecuritiesMaintainsUnderperform$94$104
28 July 2026B of A SecuritiesMaintainsUnderperform
28 July 2026Evercore ISI GroupMaintainsIn-Line
28 July 2026Evercore ISI GroupMaintainsIn-Line$114$112
22 July 2026Wells FargoMaintainsEqual-Weight$114$113
22 July 2026Wells FargoMaintainsEqual-Weight
21 July 2026JP MorganMaintainsNeutral
21 July 2026JP MorganMaintainsNeutral$101$106
13 July 2026Evercore ISI GroupMaintainsIn-Line$108$114
13 July 2026Evercore ISI GroupMaintainsIn-Line
13 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform
13 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$102$112
10 July 2026JefferiesMaintainsHold
10 July 2026JefferiesMaintainsHold$91$98
9 July 2026Wells FargoMaintainsEqual-Weight$100$114
9 July 2026Wells FargoMaintainsEqual-Weight
7 July 2026BarclaysMaintainsUnderweight$87$92

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PFG appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

PFG vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 17 Sept 2026, Principal Financial Group, Inc. returned +48.3% against +17.0% for the S&P 500, dividends included.

PFG vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Oct 25Jan 26Apr 26Jul 26PFGS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

PFG analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.5%
Analysts raising
7
Analysts cutting
1
Fundamentals

Principal Financial Group, Inc. (PFG) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
16.7×

Cheaper than 43% of US stocks

Price / sales
1.6×

Cheaper than 58% of US stocks

Price / book
2.1×

Cheaper than 43% of US stocks

EV / EBITDA
11.3×

Cheaper than 33% of US stocks

Growth & margins
Revenue growth (YoY)
6.4%

Higher than 42% of US stocks

Earnings growth (YoY)
−0.7%

Higher than 35% of US stocks

Gross margin
Operating margin
12.3%

Higher than 68% of US stocks

Net margin
9.9%

Higher than 70% of US stocks

Returns & dividend
Return on equity
12.9%

Higher than 70% of US stocks

Return on assets
0.4%

Higher than 45% of US stocks

Dividend yield
2.8%

Higher than 60% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Principal Financial Group, Inc. (PFG) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Principal Financial Group, Inc. has a market value of $25.3B and an enterprise value of $24.3B.

  • Revenue in the twelve months to 30 June 2026: $15.7B. The latest quarter grew 6.4% year on year.

  • Net income over the same four quarters: $1.6B, a 10.2% net margin.

  • Free cash flow in the twelve months to 30 June 2026: $4.9B.

  • Principal Financial Group, Inc. spent $995.8M on share buybacks and $695.3M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 214.6M.

  • Trailing P/E: 16.7×; forward P/E: 11.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.84%, paying out 45% of earnings.

  • Principal Financial Group, Inc. employs 19,700 people $797K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 16 Sept 2026

Data provided by Twelve Data

Peers

PFG vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAsset Management
CompanyMarket capTKN rank
PFGPrincipal Financial Group, Inc.$25.3B
89
TROWT. Rowe Price Group, Inc.$22.4B
90
RJFRaymond James Financial, Inc.$31.9B
79
NTRSNorthern Trust Corp.$33.5B
94
TPGTPG, Inc.$17.8B
48
PSPershing Square, Inc.$17.5B
5
BENFranklin Templeton, Inc.$17.2B
85

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Principal Financial Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest PFG news & analysis

3 Life Insurers to Watch as Annuity Sales Hit First-Half Record Highs

Zacks Investment Research · 17 Sept 2026positive

Record annuity demand is creating opportunities for Prudential, Principal Financial and MetLife as retirement needs and pension solutions grow, with annuity sales reaching first-half record highs.

Why it matters — The report highlights Principal Financial as one of the life insurers positioned to benefit from record annuity demand and growing retirement and pension needs.

Principal Financial (PFG) is a Top Dividend Stock Right Now: Should You Buy?

Zacks Investment Research · 14 Sept 2026positive

Zacks Investment Research highlights Principal Financial (PFG) as a top dividend stock, noting that dividends are among the key benefits for shareholders. The piece evaluates whether Principal Financial has the qualities needed to qualify as a strong dividend stock.

Why it matters — A positive designation as a top dividend stock signals to Principal Financial watchers that the company's dividend profile is being recognized favorably by analysts.

Why Principal Financial (PFG) is a Top Momentum Stock for the Long-Term

Zacks Investment Research · 7 Sept 2026positive

Zacks Investment Research highlighted Principal Financial (PFG) as a top momentum stock for the long term, using its Style Scores system to identify top-rated stocks by investing style. The feature explains how investors can leverage this screening tool.

Why it matters — The article signals that PFG is being recognized favorably by an investment research firm's stock-ranking methodology, which could draw attention from momentum-focused investors.

Principal Financial (PFG) Moves 6.5% Higher: Will This Strength Last?

Zacks Investment Research · 4 Sept 2026neutral

Principal Financial (PFG) rose 6.5% in its last session on higher-than-average trading volume. The latest trend in earnings estimate revisions may not support continued near-term gains for the stock.

Why it matters — A PFG watcher would care because the stock's recent price strength may not be sustained given the current direction of earnings estimate revisions.

PFG Acquires Beam Benefits to Accelerate Specialty Benefits Growth

Zacks Investment Research · 3 Sept 2026positive

Principal Financial Group (PFG) has acquired Beam Benefits, a move that expands its small- and mid-sized business (SMB) reach and adds digital capabilities to its Specialty Benefits offering.

Why it matters — The acquisition supports PFG's Specialty Benefits growth by broadening its SMB customer base with enhanced digital tools.

FAQ

Frequently asked questions about PFG stock

What is the PFG stock price forecast for 2026-2027?

The 12 Wall Street analysts covering Principal Financial Group, Inc. have a median 12-month price target of $114, with estimates ranging from $92 to $125. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is PFG stock a buy right now?

Of the 12 analysts covering Principal Financial Group, Inc., 2 rate it a Buy, 8 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Principal Financial Group, Inc. 89 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank PFG?

As at 17 Sept 2026, Principal Financial Group, Inc. ranks 89 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (96 of 100).

Will PFG stock go up?

No one can know that. What the data says: the median 12-month target from 12 analysts implies -2.1% from the last close, and Ticker Nerd's factor model ranks Principal Financial Group, Inc. 89 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the PFG stock forecast for 2030?

No analyst covering Principal Financial Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PFG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $92 to $125 over the next 12 months.

How has PFG stock performed over the past year?

Principal Financial Group, Inc. returned +48.3% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Principal Financial Group, Inc. do?

Principal Financial Group Inc. is a financial services company that provides retirement, investment management, and insurance solutions for businesses, individuals, and institutional clients.

What is the latest news on PFG?

The most recent item we track (Zacks Investment Research, 17 Sept 2026): "3 Life Insurers to Watch as Annuity Sales Hit First-Half Record Highs". Record annuity demand is creating opportunities for Prudential, Principal Financial and MetLife as retirement needs and pension solutions grow, with annuity sales reaching first-half record highs.

Company

About Principal Financial Group, Inc.

Principal Financial Group Inc. is a financial services company that provides retirement, investment management, and insurance solutions for businesses, individuals, and institutional clients. Its offerings span retirement plan administration, income solutions, asset management, employee benefits, and protection products designed to support savings, investing, and risk management needs. Principal Financial Group serves employers, retirement plan participants, and investors through a mix of workplace benefits, managed investment products, and insurance coverage across multiple markets. The company’s business is organized around retirement and income solutions, principal asset management, and benefits and protection, making it a significant provider of long-term financial planning and protection services in the global financial sector.

CEO Ms. Deanna Dawnette Strable-Soethout · 19,700 employees · United States · https://www.principal.com