Principal Financial Group, Inc. (PFG) fair value analysis
S&P 500 & Nasdaq · Updated 2026-10-19
PFG price how computed
Forward Fair Value verdict
Fairly valuedPFG is trading at within about 10% of estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $107.24
- Sector
- Financial Services
- 12-month range
- $79.57–$118.51
- Market cap
- $23B
- From 52-week high
- -9.5%
- Shares outstanding
- 214M
- Rank in Financial Services by discount to fair value
- #67 of 167
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
Principal Financial Group, Inc. is a financial services company that provides retirement and investment products, insurance solutions, and asset management services to individuals, businesses, and institutional clients. The company operates globally with significant operations in the United States and other markets around the world.
PFG currently ranks #67 of 167 Financial Services stocks by discount to fair value. It has screened as Fairly valued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $23B
- P/E (trailing)
- 12x
- Revenue (TTM)
- $15.7B
- Net margin
- 9.9%
- EPS (TTM)
- $8.91
- Gross margin
- 49.0%
- Debt / equity
- 0.36
- Revenue growth (3-yr avg)
- -5.0%
- Shares outstanding
- 214M
Derived indicators how computed
- Quality grade
- C
- Margin trend
- Expanding
- 52-week position
- The upper-middle quarter of its range
Technicals how computed
- RSI (14-day)
- 35 · neutral
- 50-day average
- $112.75
- 200-day average
- $102.58
- Moving-average state
- 50-day above 200-day (golden cross state); price between the averages
Dividends how computed
- Paid, last 12 months
- $3.25 per share (4 payments)
- Yield on last price
- 3.03%
- Consecutive years of increases
- 17
- Last ex-dividend date
- 2026-09-03
- Last payment date
- 2026-09-25
Earnings how computed
- Next earnings report
- 2026-10-26 (post-market)
- Last 8 quarters vs consensus
- 5 beat, 3 missed
- Quarter by quarter
- 2026-06 ▲ beat (+7.3%)
2026-03 ▲ beat (+3.0%)
2025-12 ▲ beat (+0.4%)
2025-09 ▼ miss (-4.5%)
2025-06 ▲ beat (+9.6%)
2025-03 ▼ miss (-1.1%)
2024-12 ▲ beat (+0.5%)
2024-09 ▼ miss (-12.4%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 2 buy · 8 hold · 2 sell (12 analysts)
- Consensus lean
- Hold-leaning
- Consensus price target
- $111
- Target vs last price
- +3.5%
What our data shows for PFG
- Our model validated 17 trailing price-to-earnings windows for PFG, built from quarterly earnings records.
- Shares are trading in the upper third of their 12-month price range of $79.57–$118.51.
- The 14-day relative strength index sits at a neutral 35.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for PFG
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent PFG news
TickrTrends' derived news-sentiment signal for PFG is currently leaning positive, computed from recent coverage.
- Kaltura to Announce Financial Results for Third Quarter 2026 on Monday, November 9, 2026 (manilatimes.net, 2026-10-21)
TickrTrends take: # PFG Valuation Context I cannot write the requested analysis because the headline provided is about Kaltura's third quarter 2026 financial results, which is not related to PFG (Provident Financial Services). To provide accurate, factual prose for a stock research page about PFG, I would need a headline or news item that actually pertains to PFG or its Financial Services sector peers. Using the Kaltura headline to comment on PFG's valuation would require me to invent connections between unrelated companies, which violates the instruction to use only facts given. - PFG Maintained by Wells Fargo -- Price Target Lowered to $112 (gurufocus.com, 2026-10-20)
TickrTrends take: Wells Fargo's reduction of its price target for PFG to $112 occurs within a context where TickrTrends currently assesses the Financial Services company as fairly valued. For investors focused on valuation metrics, this analyst action represents a potential shift in consensus expectations that warrants monitoring alongside PFG's fundamental data to determine whether the fairly valued assessment remains appropriate. The gap between the analyst's target and current market pricing, if any exists, may provide relevant information for those tracking whether fair value conditions persist in the equity. - Principal Financial Group (PFG) Reports $785 Billion in Assets Under Management for Q3 2026 (gurufocus.com, 2026-10-20)
TickrTrends take: Principal Financial Group reported 785 billion dollars in assets under management for the third quarter of 2026, demonstrating the scale of its financial services operations. Given TickrTrends' assessment that PFG is fairly valued, investors monitoring the company should track whether future quarters show growth in this asset base, as expanding AUM could support revenue and earnings potential relative to the current valuation. The stability and direction of managed assets in competitive financial services markets often serves as a key indicator of business momentum independent of broader market performance.
More PFG news
- PFG Maintained by Wells Fargo -- Price Target Lowered to $113 (gurufocus.com, 2026-10-12)
- ETFs Are Net Sellers of Principal Financial (PFG) on Sept. 25 (gurufocus.com, 2026-09-29)
- PFG Looks 19.3% Overvalued on GF Value™ as Dividend Sustainability Remains Key (gurufocus.com, 2026-09-23)
What people are saying
Follow the PFG conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — PFG's 50/200-day trend state shifted from uptrend to mixed this week, indicating a change in the stock's momentum dynamics within the Financial Services sector. The company remains fairly valued based on current valuation metrics. This transition to a mixed trend state suggests investors should monitor upcoming price action to determine whether the uptrend will resume or transition to a downtrend.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — TickrTrends' derived indicators show that PFG's sector discount rank declined from number 86 to number 97 this week, indicating the stock has moved to a less favorable valuation position relative to other Financial Services sector companies. PFG remains at a fairly valued assessment despite this shift in its relative ranking among sector peers.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is PFG stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), PFG is trading at within about 10% of estimated fair value and screens as fairly valued. The exact fair value and discount are available to subscribers.
What is PFG's TickrTrends verdict?
PFG's current verdict is Fairly valued, refreshed with every weekly Forward Fair Value run.
How does PFG compare to other Financial Services stocks?
PFG ranks #67 of 167 Financial Services stocks in TickrTrends' coverage by discount to fair value.
Is PFG overbought or oversold?
PFG's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does PFG pay a dividend?
Yes. PFG paid $3.25 per share over the last twelve months (4 payments), a 3.03% yield on TickrTrends' last price, and has raised the annual total for 17 consecutive years. The last ex-dividend date was 2026-09-03.
When does PFG report earnings next?
PFG's next earnings report is scheduled for 2026-10-26 (post-market), per the published earnings calendar.
Does PFG usually beat earnings estimates?
Over its last 8 reported quarters PFG beat the consensus estimate 5 times and missed 3 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about PFG?
Of 12 analysts covering PFG, 2 rate it a buy, 8 a hold and 2 a sell - hold-leaning, with a consensus price target of $111 (+3.5% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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