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PFG:NASDAQPrincipal Financial Group Inc Analysis

Data as of 2026-08-22 - not real-time

$110.75

Latest Price

3/10Risk

Risk Level: Low

Executive Summary

At $110.75, Principal Financial Group Inc Common Stock shows a bullish moving-average alignment, with shorter averages sitting above longer ones. Over a rolling month the price has lost 1.3%. With RSI at 43.6 the momentum picture is neutral, alongside a bearish MACD signal. Watch $109.67 as support and $116.61 as the nearer resistance level.
The shares look fair, trading on 15.8 times earnings in line with a sector average of 16.8. Revenue is growing at 6.4% on a 9.9% profit margin. The 3.03% dividend yield looks covered by current payout levels.
Risk scores 3 out of 10, which is low for this asset class. With 30-day volatility of 18.1%, a beta of 0.62 and a maximum drawdown of 12.7%, the drawdown profile is forgiving relative to most of the market. The wider market backdrop reads extreme greed at 94 on the fear-greed composite.
Across every horizon the signals point the same way: buy, at a conviction of 4 out of 10.

Top Market Events

After a strong multi year run, with Principal Financial Group stock up 107.Principal Financial Group reports Q2 results after the close with commercial real estate exposure in its insurance...Principal Financial Group Inc PFG reports robust financial performance with significant capital returns to shareholders...

Market Outlook

Short Term

< 1 year
Positive
Model confidence: 5/10

Key Factors

  • Short-term moving averages stacked above long-term ones
  • Trading above the 200-day average of 97.41
  • MACD momentum is negative

Medium Term

1–3 years
Positive
Model confidence: 5/10

Key Factors

  • Short-term moving averages stacked above long-term ones
  • P/E of 15.8 versus sector average of 16.8
  • Trading above the 200-day average of 97.41

Long Term

> 3 years
Positive
Model confidence: 4/10

Key Factors

  • P/E of 15.8 versus sector average of 16.8
  • Dividend yield of 3.03%
  • Price-to-book of 1.96

Key Metrics & Analysis

Financial Health

Revenue Growth6.40%
Profit Margin9.93%
P/E Ratio15.8
ROE12.95%
ROA0.35%
Debt/Equity35.31
P/B Ratio2.0
Op. Cash Flow$5.0B
Free Cash Flow$1.1B
Industry P/E16.8

Technical Analysis

TrendBullish
RSI43.6
Support$109.67
Resistance$116.61
MA 20$113.44
MA 50$111.68
MA 200$97.41
MACDBearish
VolumeDecreasing
Fear & Greed Index94.41

Valuation

Fair Value$91.43
Target Price$109.58
Upside/Downside-1.05%
GradeFair
TypeBlend
Dividend Yield3.03%

Risk Assessment

Beta0.62
Volatility18.11%
Sector RiskMedium
Reg. RiskHigh
Geo RiskLow
Currency RiskLow
Liquidity RiskLow

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.