PFGPFGFinancial Services · Asset Management

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

Last close, 8 Oct 2026
$110
+0.96% on the day

The 12 Wall Street analysts covering Principal Financial Group, Inc. hold a median 12-month price target of $114 — +3.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 84 of 100 as at 8 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$23.3B
Ticker Nerd rank
84 / 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
−2.2%
1M
−4.6%
YTD
+27.5%
1Y
+38.8%
From 52W high
−7.4%
From 52W low
+44.8%
$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 8 Oct 2026
84 / 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
95
Value
91
Volatility
90
Growth
89
Issuance
80
Quality
69
Revisions
59
Accruals
21
Size
9

Momentum (95): The shares have been drifting up relative to others.

Accruals (21): 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$130Jan 26Apr 26Jul 26Oct 26PFGHigh $128Median $114Low $86

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 $86Median $114High $128

The green dot is the last close — the median target sits +3.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 8 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
7 Oct 2026BarclaysMaintainsUnderweight$92 → $86
28 Sept 2026Piper SandlerMaintainsOverweight$125 → $128
10 Sept 2026UBSMaintainsNeutral$98 → $120
10 Sept 2026UBSMaintainsNeutral—
3 Aug 2026JP MorganMaintainsNeutral$106 → $107
3 Aug 2026JP MorganMaintainsNeutral—
28 July 2026B of A SecuritiesMaintainsUnderperform—
28 July 2026B of A SecuritiesMaintainsUnderperform$94 → $104
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$101 → $106
21 July 2026JP MorganMaintainsNeutral—
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

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 8 Oct 2026, Principal Financial Group, Inc. returned +38.8% against +16.2% for the S&P 500, dividends included.

PFG vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Jan 26Apr 26Jul 26Oct 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
+2.6%
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
15.5×

Cheaper than 44% of US stocks

Price / sales
1.5×

Cheaper than 59% of US stocks

Price / book
1.9×

Cheaper than 46% of US stocks

EV / EBITDA
10.4×

Cheaper than 36% of US stocks

Growth & margins
Revenue growth (YoY)
6.4%

Higher than 43% 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
3.1%

Higher than 86% 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 $23.3B and an enterprise value of $22.4B.

  • 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: 15.5×; forward P/E: 10.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.11%, 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 8 Oct 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.$23.3B
84
TROWT. Rowe Price Group, Inc.$22.7B
84
PSPershing Square, Inc.$21.8B
5
RJFRaymond James Financial, Inc.$30.9B
73
NTRSNorthern Trust Corp.$31.9B
91
TPGTPG, Inc.$17.4B
46
BENFranklin Templeton, Inc.$16.9B
86

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

5 Stocks to Buy From the Prosperous Multiline Insurance Industry

Zacks Investment Research · 6 Oct 2026positive

Zacks Investment Research says better pricing, product redesigns and technological advancements are expected to aid multiline insurance industry players, including Principal Financial Group (PFG).

Why it matters — The item includes PFG among the insurers that may benefit from these industry trends.

Why Principal Financial (PFG) is a Top Dividend Stock for Your Portfolio

Zacks Investment Research · 30 Sept 2026positive

Zacks Investment Research highlights Principal Financial (PFG) as a top dividend stock for investors' portfolios. The piece discusses PFG's appeal as a dividend-paying stock while noting that identifying strong dividend stocks requires careful evaluation.

Why it matters — PFG watchers would care because the piece draws attention to the company's dividend potential and positions it favorably as a candidate for income-focused investors.

PFG vs. ALIZY: Which Stock Is the Better Value Option?

Zacks Investment Research · 29 Sept 2026neutral

Zacks Investment Research published an article comparing Principal Financial (PFG) with Allianz SE (ALIZY), two insurance multi-line stocks, to assess which offers the better value opportunity for investors. The piece introduces the comparison and raises the question of which stock represents the stronger value option at this time.

Why it matters — PFG watchers would care because the article directly evaluates the stock's relative value positioning against a major competitor within the multi-line insurance sector.

Is the Options Market Predicting a Spike in Principal Financial Stock?

Zacks Investment Research · 28 Sept 2026neutral

Zacks Investment Research reports that recent movements in the options market suggest investors should pay close attention to Principal Financial Group (PFG) stock, indicating the market may be predicting a spike in the shares.

Why it matters — PFG watchers would care because options-market activity can signal investor expectations for significant moves in the stock.

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 $86 to $128. 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. 84 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank PFG?

As at 8 Oct 2026, Principal Financial Group, Inc. ranks 84 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 (95 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 +3.4% from the last close, and Ticker Nerd's factor model ranks Principal Financial Group, Inc. 84 out of 100 as at 8 Oct 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: $86 to $128 over the next 12 months.

How has PFG stock performed over the past year?

Principal Financial Group, Inc. returned +38.8% over the 12 months to 8 Oct 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, 7 Oct 2026): "Zacks Industry Outlook Prudential Financial, Assurant, Oscar and Horace Mann". Zacks Investment Research’s Industry Outlook article highlights Prudential Financial, along with Assurant, Oscar and Horace Mann.

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