Principal Financial Group (PFG)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
$116.68-1.54%
Close 2026-09-04 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · PFG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-09-04.
The screen ranks PFG against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Over the trailing year it converted 14.93x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6844).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue delivering annual non-GAAP operating earnings per diluted share growth in the range of 9-12%, as a key financial growth target.
Stated as a priority in 7 of last 7 quarters. Management consistently targets 9-12% annual non-GAAP operating EPS growth. Financial results show non-GAAP operating earnings per diluted share increased from $1.92 in 2025-Q1 to $2.42 in 2026-Q2, a trajectory delivering on this growth target.
“2026 Outlook Guidance · 9-12 % annual non-GAAP operating earnings per diluted share (EPS) growth”
“We are well positioned to deliver on our full year enterprise outlook across our financial metrics.”
“Full-year non-GAAP operating earnings per diluted share, excluding significant variances of $8.55 increased 12%, at the high end of our 9-12% target”
“Based on our year-to-date execution and continued business momentum, we remain confident in achieving our full-year guidance and advancing our strategic initiatives.”
“We are well positioned to deliver on our full year enterprise outlook across our financial metrics.”
“Strong business fundamentals, continued growth, and our strategic focus on higher growth markets drove 10% 1Q25 EPS growth and 14% ROE in the quarter.”
“2025 Outlook Guidance · 9-12 % annual non-GAAP operating earnings per diluted share (EPS) growth”
Sustain non-GAAP return on equity within the 15-17% range as a key profitability metric.
Stated as a priority in 5 of last 7 quarters. Management targets non-GAAP ROE of 15-17%. Reported ROE was 14% in 2025-Q1 with management expressing confidence in achieving full year targets. The trajectory shows mixed progress toward the 15-17% range.
“2026 Outlook Guidance · 15-17 % non-GAAP ROE”
Continue disciplined capital deployment with a target range of $1.5 to $1.8 billion annually, including share repurchases and dividends.
Stated as a priority in 6 of last 7 quarters. Management targets $1.5-$1.8 billion capital deployment annually. Actual capital returned was over $1.5 billion in 2025, including $427 million in 2026-Q2. The trajectory shows consistent delivery on disciplined capital deployment.
Maintain a steady increase in common stock dividends, with recent quarterly increases of 1-2 cents per share.
Stated as a priority in 7 of last 7 quarters. Management has consistently increased the quarterly dividend by 1-2 cents each quarter, from $0.75 in 2024-Q4 to $0.84 in 2026-Q3, demonstrating steady delivery on dividend growth.
“Announced second quarter cash dividend of $0.82 per share, an 8% increase over prior year quarter”
Continue to deliver annual non-GAAP operating earnings per diluted share growth in the range of 9-12%.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 56% of the time over the next year (vs 57% for the rest of the cohort, n=2725).
Not investment advice. As of 2026-09-04.
“We are well positioned to deliver on our full year enterprise outlook across our financial metrics.”
“We are well positioned to deliver on our full year enterprise outlook across our financial metrics.”
“We are well positioned to deliver on our full year enterprise outlook across our financial metrics.”
“Strong business fundamentals, continued growth, and our strategic focus on higher growth markets drove 10% 1Q25 EPS growth and 14% ROE in the quarter.”
“2026 Outlook Guidance · $ 1.5-$1.8 billion capital deployment”
“We continue to execute on our commitment to return excess capital to shareholders while maintaining a robust capital position.”
“Returned over $1.5 billion of capital to shareholders for full year 2025, including $0.9 billion of share repurchases and $0.7 billion of common stock dividends”
“Sustained free cash flow enabled investments across value-creating business opportunities and shareholder distributions, while maintaining a strong capital position and financial flexibility.”
“We delivered on our commitment to return excess capital to shareholders, while maintaining our strong capital position.”
“We continue to deliver on our commitment to return excess capital to shareholders, while maintaining our strong capital position.”
“Announced second quarter 2026 common stock dividend increase of $0.02 to $0.82 per share”
“Raised first quarter 2026 common stock dividend to $0.80 per share, a 7% increase over first quarter 2025 dividend”
“Raised fourth quarter 2025 common stock dividend to $0.79 per share, an 8% increase over fourth quarter 2024”
“Raised third quarter 2025 common stock dividend to $0.78 per share, an 8% increase over third quarter 2024”
“Raised second quarter 2025 common stock dividend to $0.76 per share, a 7% increase over second quarter 2024”
“Raised first quarter 2025 common stock dividend to $0.75 per share, a 9% increase over first quarter 2024”