Principal Financial Group stock hits all-time high at 112.45 USD
Principal Financial Group (PFG) stock reached an all-time high of $112.45, surging 50% from its 52-week low and reflecting a 40.05% increase over the past year. The company boasts 17 consecutive years of dividend increases, an attractive P/E ratio of 16, and a low PEG ratio of 0.31, with InvestingPro analysis indicating it remains undervalued. Despite positive growth and strong analyst ratings from Piper Sandler and Raymond James, BofA Securities downgraded the stock due to expectations of decelerating operating income growth.
Principal Financial Group (NASDAQ:PFG) Sets New 52-Week High on Analyst Upgrade
Principal Financial Group (NASDAQ:PFG) reached a new 52-week high after Morgan Stanley increased its price target from $107 to $112, maintaining an equal-weight rating. The stock traded up to $112.48 and closed around $112.53, with significant trading volume. This surge follows the company beating its quarterly EPS expectations and increasing its quarterly dividend.
Morgan Stanley Adjusts Price Target on Principal Financial Group to $112 From $107
Morgan Stanley has raised its price target for Principal Financial Group (PFG) to $112 from $107, while maintaining an Equalweight rating on the stock. This adjustment comes amidst various other analyst activities concerning the company, including downgrades and other price target revisions, reflecting ongoing re-evaluations of Principal Financial Group's market position and future growth prospects.
Principal Income 401(k) from Principal Financial - steady retirement plan with employer match option
This article details the Principal Income 401(k), an employer-sponsored, tax-advantaged retirement plan offered by Principal Financial for US workers. It highlights features like typical employer matches (3-6%), diverse investment options, and administrative support for employers. The plan aims to simplify retirement savings through user-friendly interfaces, educational tools, and guidance, catering to mid-sized and large employers and their employees.
Kepler Cheuvreux Suisse SA Reduces Stock Position in Principal Financial Group, Inc. $PFG
Kepler Cheuvreux Suisse SA significantly decreased its stake in Principal Financial Group (NASDAQ:PFG) by 57% in the first quarter, selling 14,628 shares. This comes amidst other institutional investor adjustments and recent insider share sales totaling approximately $2.88 million. Despite the stake reduction, Principal Financial Group reported strong Q1 earnings, beating analyst estimates, and increased its quarterly dividend.
Louisiana State Employees Retirement System Makes New Investment in Principal Financial Group, Inc. $PFG
The Louisiana State Employees Retirement System reported a new stake in Principal Financial Group (PFG) during the first quarter, purchasing 10,100 shares valued at $910,000. Despite insider selling by executives totaling approximately $2.88 million over the past 90 days, Principal Financial Group recently increased its quarterly dividend to $0.82 per share and exceeded earnings estimates with $2.07 EPS. The company's stock currently has a "Hold" consensus rating from analysts, with a target price of $100.90.
Fjarde AP Fonden Fourth Swedish National Pension Fund Increases Stock Holdings in Principal Financial Group, Inc. $PFG
Fjarde AP Fonden Fourth Swedish National Pension Fund significantly increased its stake in Principal Financial Group, Inc. (NASDAQ: PFG) by 120.3% in the first quarter, now owning 55,401 shares valued at $4.99 million. This move is part of a broader trend of strong institutional ownership in PFG, which recently reported better-than-expected EPS of $2.07 and raised its quarterly dividend to $0.82 per share. Despite some insider selling, analysts maintain a "Hold" consensus rating with an average price target of $100.90, reflecting confidence in the company's performance and dividend yield.
PSET - Principal Quality ETF Revenue Breakdown
This article provides a detailed financial overview of the PSET - Principal Quality ETF, including its last closing price, dividend information, expense ratio, asset allocation, and performance metrics over various periods. It lists key financial data such as AUM, NAV, 52-week high/low, and different return percentages.
Principal Financial Group, Inc. $PFG Stock Position Decreased by New York State Teachers Retirement System
New York State Teachers Retirement System reduced its stake in Principal Financial Group (PFG) by 7.9% in the first quarter, though institutional investors still hold about 75.08% of the stock. Insiders have also been selling shares, with over $2.88 million in sales in the last 90 days. Despite this, Principal Financial Group exceeded earnings expectations and raised its quarterly dividend, now yielding 3.0%.
Hsbc Holdings PLC Boosts Position in Principal Financial Group, Inc. $PFG
HSBC Holdings PLC has increased its stake in Principal Financial Group (NASDAQ:PFG) by 1.8% in the fourth quarter, bringing its total holding to 812,064 shares valued at approximately $71.7 million. Institutional investors now collectively own about 75.08% of the company. Principal Financial Group recently reported strong Q4 earnings per share of $2.07, surpassing analyst expectations, and increased its quarterly dividend to $0.82 per share, yielding 3.0%.
USMC - Principal U.S. Mega-Cap ETF Stock Price and Quote
This article provides detailed stock information for the Principal U.S. Mega-Cap ETF (USMC), including its last closing price, performance metrics across various timeframes, dividend information, and expense ratio. It also lists recent financial news headlines related to the broader market and economic conditions, many of which discuss interest rates, tariffs, GDP, and employment. The ETF aims for long-term capital growth by investing in equity securities of U.S. companies with mega market capitalizations.
PFG - Principal Financial Group Inc Latest SEC Filings
This article provides the latest SEC filings and comprehensive financial overview for Principal Financial Group Inc (PFG). It details key financial metrics, performance indicators, analyst recommendations, and insider activity, offering a snapshot of the company's current financial health and market position.
ETFs Investing in Myers Industries, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Myers Industries, Inc. (MJF) stocks, providing financial data for each fund. The funds are primarily small-cap and small-mid cap focused, with diverse management styles and expense ratios. This resource aims to help investors identify ETFs with exposure to Myers Industries, Inc. based on market value, weight, issuer, and performance metrics like 3-year NAV total return.
VOYA - Voya Financial Inc Latest SEC Filings
This article provides a detailed financial overview of Voya Financial Inc (VOYA), including its latest stock performance, key financial metrics, insider and institutional ownership, and analyst recommendations. It highlights the company's valuation ratios, earnings per share growth, and various performance indicators over different timeframes.
ETFs Investing in Alerus Financial Corporation Stocks
This article lists various ETFs that hold shares of Alerus Financial Corporation (A0YG96). It provides a detailed table including fund symbols, market value of Alerus holdings, weight of Alerus in the ETF, issuer, management style, focus, expense ratio, total assets under management (AUM), price, percentage change, relative volume, and 3-year NAV total return for each ETF. The information aims to help investors find accessible and diversified investment opportunities involving Alerus Financial.
Principal Financial Group, Inc. $PFG Shares Sold by Pictet Asset Management Holding SA
Pictet Asset Management Holding SA reduced its stake in Principal Financial Group (PFG) by 10.3% in the first quarter, though it still holds a significant number of shares. Institutional ownership remains high, and analysts have mixed ratings on PFG, with a consensus "Hold." The company recently reported solid earnings, exceeding estimates and increasing its quarterly dividend.
Principal Real Estate Income Fund To Go Ex-Dividend On August 17th, 2026 With 0.105 USD Dividend Per Share
Principal Real Estate Income Fund (PGZ) is set to go ex-dividend on August 17th, 2026, with a dividend payment of 0.105 USD per share. Investors looking to receive this dividend must own shares before the ex-dividend date.
Earnings Preview: What to Expect From Principal Financial’s Report
Principal Financial Group (PFG) is set to release its fiscal Q2 2026 earnings on July 27, with analysts expecting an 8.3% increase in EPS to $2.34. The company, which specializes in retirement, asset management, and insurance, has seen its stock rise 37.7% over the past year, outperforming both the S&P 500 and many financial sector peers. Its strong performance is attributed to consistent earnings, growing core operations, increasing assets under management, and a dependable dividend.
BHF - Brighthouse Financial Inc Dividends
This article provides key financial data and performance metrics for Brighthouse Financial Inc. (BHF). It includes information on the company's valuation, profitability, stock performance, and insider/institutional ownership, but notes that dividend information is not available.
Principal Financial Group Inc. stock underperforms Thursday when compared to competitors despite daily gains
Shares of Principal Financial Group Inc. (PFG) rose 1.78% on Thursday, reaching $110.87. Despite these daily gains, the stock underperformed compared to some competitors during an otherwise mixed trading session for the broader market. This marks the second consecutive day of gains for PFG.
Rising healthcare costs have business owners worried about underinsured employees
A survey by Principal reveals that rising healthcare costs are a top concern for small and midsize business owners, impacting both their companies' bottom lines and employees' financial security. Despite offering comprehensive health insurance, many employees remain underinsured due to high deductibles and out-of-pocket costs. Business owners are responding by redesigning benefits packages, including voluntary and employer-sponsored group benefits, to close these coverage gaps and help employees achieve financial security.
Press Release: Principal to Announce Second Quarter 2026 Financial Results
Principal Financial Group (NASDAQ: PFG) announced it will release its second quarter 2026 financial results on July 23, 2026, after market close. Management will host a conference call and webcast on July 24, 2026, to discuss these results.
Ares Capital schedules July 29 Q2 earnings call before the market opens
Ares Capital (NASDAQ: ARCC) announced it will release its second-quarter 2026 earnings on Wednesday, July 29, 2026, before the market opens. A webcast and conference call will be held at 12:00 p.m. Eastern Time on the same day to discuss the financial results, with live and replay access available via phone and the company's investor website. This announcement also provides details on dial-in numbers and replay availability for interested investors.
PRI - Primerica Inc Options
This article provides comprehensive financial data for Primerica Inc (PRI), including its latest stock performance, key financial metrics like market cap, income, and sales, and various valuation ratios. It also details insider and institutional ownership, profitability, and EPS and sales growth. The company's options trading availability and recent dividend information are also highlighted.
Principal Real Estate Income Fund To Go Ex-Dividend On October 16th, 2026 With 0.105 USD Dividend Per Share
The Principal Real Estate Income Fund (NYSE:PGZ) has announced an ex-dividend date of October 16th, 2026, with a dividend payout of 0.105 USD per share. Investors wishing to receive this dividend must own shares before the ex-dividend date.
Press Release: Principal Real Estate Income Fund Declares Monthly Distributions of $0.105 Per Share
The Principal Real Estate Income Fund (PGZ) has declared monthly distributions of $0.105 per share for July, August, and September 2026. This announcement ensures a consistent payout for shareholders over the next quarter. The distributions will be paid on scheduled dates to shareholders of record on specific dates in each month, effectively maintaining the fund's income distribution strategy.
Principal Real Estate Income Fund To Go Ex-Dividend On August 17th, 2026 With 0.105 USD Dividend Per Share
Principal Real Estate Income Fund (NYSE:PGZ) is set to go ex-dividend on August 17th, 2026. Shareholders recorded before this date will receive a dividend of 0.105 USD per share, payable on August 29th, 2026. This announcement highlights an upcoming dividend opportunity for investors in PGZ.
PSC - Principal U.S. Small-Cap ETF Revenue Breakdown
This page provides a detailed financial overview of the PSC - Principal U.S. Small-Cap ETF. It includes key financial metrics such as its last closing price, daily change, dividend information, expense ratio, asset under management, and performance returns over various periods. The overview also lists holdings, volatility, and trading volume.
How Removal From the Russell 1000 Dynamic Index at Principal Financial Group (PFG) Has Changed Its Investment Story
Principal Financial Group (PFG) has been removed from the Russell 1000 Dynamic Index, which will impact how index-tracking funds view and trade the stock. While this removal prompts technical trading adjustments, it doesn't fundamentally alter PFG's core business in retirement, asset management, and insurance. The article suggests focusing on PFG's share repurchase activity as a counter-balance to potential selling pressure from index trackers and highlights analyst forecasts for revenue and earnings through 2029.
Principal Financial Group Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Shares of Principal Financial Group Inc. (PFG) rose 1.07% on Wednesday, closing at $108.93, despite a general downturn in the stock market with the S&P 500 and Dow Jones Industrial Average both falling. However, the stock still underperformed its competitors and closed 3.13% below its 52-week high achieved on June 23rd.
Principal Financial Group (PFG) to Release Q2 2026 Earnings and Host Conference Call
Principal Financial Group (PFG) is set to release its Q2 2026 financial results on July 29, 2026, followed by a conference call. GuruFocus indicates PFG stock is currently overvalued by 20.3% at $108.52 compared to its GF Value™ of $90.24, with its P/E ratio higher than its 5-year median. Insiders have sold $2.8 million worth of shares recently, suggesting caution for investors despite a GF Score™ of 71/100, driven by strong momentum but weaker financial strength.
Nuveen, TIAA and Principal Expand Access to Guaranteed Lifetime Income, Marking the Milestone With Bobby Bonilla on His Annual Payday
Nuveen, TIAA, and Principal have expanded access to guaranteed lifetime income solutions, celebrating this milestone with Bobby Bonilla on his annual payday. This initiative aims to help more individuals secure financial stability in retirement. The collaboration underscores the growing importance of innovative retirement income solutions.
Principal Financial Group’s Q2 results land July 27; call follows July 28
Principal Financial Group (Nasdaq: PFG) announced it will release its second-quarter 2026 financial results after U.S. markets close on Monday, July 27, 2026. A live conference call will be held on Tuesday, July 28, 2026, at 10 a.m. ET, featuring Deanna Strable and Joel Pitz. Additional information, including the earnings release, supplement, and slides, will be available on the company's investor relations website.
Nuveen, TIAA and Principal® Expand Access to Guaranteed Lifetime Income, Marking the Milestone with Bobby Bonilla on His Annual Payday
Nuveen, TIAA, and Principal Financial Group are expanding access to guaranteed lifetime income solutions for retirement plans by making the Nuveen Lifecycle Income Index CIT Series (NLI) available on Principal's platform. This initiative, celebrated with former MLB player Bobby Bonilla on his annual deferred compensation payday, aims to provide everyday workers with reliable income options in retirement, similar to a fixed annuity. The NLI combines a target-date fund structure with the TIAA Secure Income Account, offering guaranteed growth and the option to convert savings into lifetime income.
Impact Partnership Wealth LLC Acquires 11,647 Shares of Principal Financial Group, Inc. $PFG
Impact Partnership Wealth LLC significantly increased its stake in Principal Financial Group Inc. (NASDAQ:PFG) by 264.3% in the first quarter, purchasing an additional 11,647 shares to bring its total holdings to 16,053 shares valued at approximately $1.45 million. Principal Financial Group reported strong quarterly EPS of $2.07, surpassing analyst estimates, and increased its quarterly dividend to $0.82 per share, reflecting an annualized yield of 3.0%. The company maintains a "Hold" rating among analysts with a consensus target price of $100.90.
Nuveen, TIAA and Principal® Expand Access to Guaranteed Lifetime Income, Marking the Milestone with Bobby Bonilla on His Annual Payday
Nuveen, TIAA, and Principal Financial Group have partnered to expand access to guaranteed lifetime income solutions for retirement plan participants. The Nuveen Lifecycle Income Index CIT Series (NLI) is now available on Principal's platform, offering a target-date fund structure combined with the TIAA Secure Income Account. This initiative aims to provide reliable, predictable income in retirement, drawing a parallel to Bobby Bonilla's well-known deferred compensation payments.
Press Release: Principal Real Estate Income Fund Announces Notification of Sources of Distribution
This press release from Principal Real Estate Income Fund announces the notification of sources of distribution. This is a routine disclosure regarding the nature of their dividend payments as required by regulations. Interested parties should consult the fund's official releases for detailed information.
Principal Financial (PFG) director receives stock and phantom unit awards
Principal Financial Group (PFG) director Roger C. Hochschid was granted 294 shares of common stock as restricted stock units and 219 phantom stock units on June 26, 2026. These compensation-related equity awards increase his direct holdings to 41,477 common shares and 29,674 phantom stock units, with the phantom units converting to common stock upon his retirement. The phantom stock units were valued at $107.75 per unit under the company's Deferred Compensation Plan for Non-Employee Directors.
LCAP - Principal Capital Appreciation Select ETF Stock Price and Quote
This article provides detailed real-time financial information for the LCAP - Principal Capital Appreciation Select ETF. It covers key metrics such as its last closing price, daily change, dividend details, expense ratio, asset under management (AUM), and various performance returns. The ETF aims for long-term capital growth by primarily investing in U.S. large-cap equity securities.
Principal Financial (PFG) director receives restricted stock grant in latest Form 4
Principal Financial Group director Clare Stack Richer received a routine equity award of 142 restricted stock units on June 26, 2026, which settled in Common Stock at no cash cost. This award increased her direct holdings to 21,412 Common Stock shares. The transaction, reported in a Form 4 filing, is a compensation-related increase in her ownership and not an open-market purchase or sale.
[Form 4] PRINCIPAL FINANCIAL GROUP INC Insider Trading Activity
Principal Financial Group director Alfredo Rivera reported routine equity-based compensation, receiving 117 restricted stock units and 25 phantom stock units. These grants are part of an equity-based compensation plan, reinforcing long-term alignment rather than cash. The phantom units are part of a deferred compensation plan for non-employee directors and will be settled upon retirement, encouraging a long-term focus.
Principal Financial (PFG) director receives stock and phantom unit grants
Principal Financial (PFG) director Scott Mills has received a grant of 253 shares of Common Stock as restricted stock units, increasing his direct holdings to 36,140 shares. He was also granted 152 Phantom Stock Units under the company's deferred compensation plan. These phantom units track Common Stock value and will be settled upon his retirement, bringing his total phantom units to 20,493.
Principal Financial director granted 100 restricted shares | PFG Insider Trading
Principal Financial Group director Claudio Muruzabal was granted 100 shares of common stock as restricted stock units on June 26, 2026. This compensation-related grant, valued at $0.00 per share, increases his direct holdings to 13,602 shares. The transaction, reported in a Form 4 SEC filing, represents an equity award rather than a market purchase or sale, aligning the director's interests with the company's long-term performance.
Form 4 Principal Financial Group Inc For: 30 June By Investing.com
This article announces the filing of Form 4 for Principal Financial Group Inc. on June 30. It includes a brief mention of the company's stock performance (-0.05%) and is part of a larger financial news feed from Investing.com.
Director at Principal Financial (NYSE: PFG) granted 669 RSUs
Principal Financial Group director Jocelyn Carter was granted 669 restricted stock units (RSUs) at no cash cost, increasing her direct holdings to 91,331 shares of common stock. This equity award is a form of compensation aligning her interests with the company's performance, rather than an open-market purchase. The transaction was reported in a Form 4 filing with the SEC.
Principal Financial (PFG) president receives 559-share restricted stock grant
Principal Financial Group's President - RIS, Christopher J. Littlefield, was granted 559 restricted stock units on June 26, 2026, at no cash price. Following this award, his direct holdings total 76,741 common stock shares, including 3,286 shares from an employee stock purchase plan, plus 11 shares held indirectly in a revocable trust. This transaction is categorized as a neutral filing impact due to it being a compensation-related grant rather than a market purchase or sale.
Principal Financial (PFG) growth chief receives 234-share stock grant
Vivek Agrawal, EVP & Chief Growth Officer of Principal Financial Group (PFG), received a grant of 234 shares of common stock, reported as restricted stock units with a transaction price of $0.00 per share. Following this compensation-related award, Agrawal directly holds a total of 46,536 shares of PFG common stock. The transaction was detailed in a Form 4 SEC filing on June 30, 2026.
[Form 4] PRINCIPAL FINANCIAL GROUP INC Insider Trading Activity
Principal Financial Group's EVP & CFO, Joel Pitz, reported new equity compensation and updated retirement-plan holdings through a recent Form 4 filing. On June 26, 2026, he acquired 234 shares directly and 2 shares indirectly via restricted stock units, impacting his total holdings to 43,998 direct shares and 2,928 indirect shares for his spouse, alongside 401(k) updates. The filing indicates a "Neutral" impact and sentiment.
PFG Outperforms Industry, Trades Near 52-Week High: Time to Exit?
Principal Financial Group (PFG) has significantly outperformed its industry peers, with its shares gaining 36.6% in the past year and trading near a 52-week high. The company benefits from strong growth in its retirement business, expanding assets under management, and a robust capital position. Despite concerns about increasing expenses and debt from acquisitions, PFG's favorable growth projections, optimistic analyst sentiment, and attractive dividend yield suggest continued long-term benefits for investors.
How Removal From the Russell 1000 Dynamic Index at Principal Financial Group (PFG) Has Changed Its Investment Story
Principal Financial Group (PFG) was removed from the Russell 1000 Dynamic Index on June 27, 2026, which will lead to technical trading shifts as index-tracking funds rebalance. While this change doesn't materially alter the company's fundamentals or near-term catalysts, its ongoing share repurchase program may help counterbalance potential selling pressure. Investors should consider Principal Financial Group's core business in retirement, asset management, and insurance, along with its cost discipline and diversified earnings, in assessing its future investment narrative.
