Nasdaq · CIK 0001126328 · ACCIDENT & HEALTH INSURANCE
PRINCIPAL FINANCIAL GROUP, INC
PFG chart by TradingView
PRICE HISTORY
LIVE · NASDAQPFG chart by TradingView
- REVENUE FY2025 ENDED DEC 2025
- $15.6B
- EBITDA
- —
- FREE CASH FLOW
- —
- EPS
- $5.25
- GROSS MARGIN
- —
- ROIC
- 10.41%
Q1 FY26ENDED MAR 2026HOVERDRAG ACROSS ANY CHART TO SCRUB ALL 24 · 40 QUARTERS SHOWNVALUATIONGROWTHPROFITABILITY & RETURNSCASH & CAPITALBALANCE SHEET
VALUATION
what you pay for a unit of the business7 CHARTS⤢
P / E RATIO (TTM)
12.7x
+31%3.6x30.8x
⤢
P / SALES (TTM)
1.3x
+29%0.5x1.5x
⤢
P / BOOK
1.7x
+47%0.7x2.1x
⤢
EV / EBITDA (TTM)
—
⤢
EV / REVENUE (TTM)
1.3x
+18%0.5x1.6x
⤢
FCF YIELD (TTM)
—
⤢
DIVIDEND YIELD (TTM)
3.47%
-0.2pp2.65%3.76%
GROWTH
is the business getting bigger5 CHARTS⤢
REVENUE
$3.5B
+17%⤢
EBITDA (DERIVED)
—
⤢
NET INCOME
$0.4B
+32%⤢
EPS (DILUTED)
$1.93
+75%⤢
REVENUE GROWTH YOY
-4.51%
+2.7pp-46.62%88.29%
PROFITABILITY & RETURNS
what survives to the bottom, and what it earns on capital4 CHARTS⤢
FCF MARGIN
—
⤢
RETURN ON CAPITAL
13.36%
+2.6pp-2.29%55.67%
⤢
RETURN ON EQUITY (TTM)
13.22%
+1.4pp-1.83%54.14%
MARGIN FUNNEL
every line is a share of the same revenue, so they read on one scale — the gaps are what each layer takes out, and net rises above operating when income arrives from outside the businessGROSS MARGIN—
OPERATING MARGIN—
NET MARGIN12.03%
FCF MARGIN—
CASH & CAPITAL
where the money actually goes5 CHARTS⤢
FREE CASH FLOW
—
⤢
STOCK-BASED COMP
—
-11%⤢
CAPITAL EXPENDITURE
—
⤢
SHARES OUTSTANDING
0.22B
-25%⤢
DIVIDEND / SHARE
$0.80
+105%BALANCE SHEET
how much cushion there is3 CHARTS⤢
CASH & EQUIVALENTS
$4.1B
+80%⤢
TOTAL DEBT
$3.9B
+20%⤢
DEBT / EBITDA (TTM)
—
OWNERSHIP
10 LARGEST HOLDERS · WHO OWNS THE FLOATINSTITUTIONS 81.84%INSIDERS 1.11%OTHER / RETAIL 17.05%1,279 INSTITUTIONAL FILERS
| HOLDER | % HELD | SHARES | VALUE | CHANGE |
|---|---|---|---|---|
| Blackrock Inc. | 7.30% | 20.3M | $2.30B | -0.4% |
| Nippon Life Insurance Company | 6.52% | 18.1M | $2.06B | +0.0% |
| Vanguard Capital Management LLC | 4.84% | 13.5M | $1.53B | NEW |
| Vanguard Portfolio Management LLC | 4.05% | 11.3M | $1.28B | NEW |
| State Street Corporation | 3.66% | 10.2M | $1.15B | -3.1% |
| Bank of America Corporation | 3.17% | 8.8M | $1.00B | +5.0% |
| Capital World Investors | 2.17% | 6.0M | $683.4M | NEW |
| Charles Schwab Investment Management, Inc. | 2.13% | 5.9M | $671.8M | +310.0% |
| Geode Capital Management, LLC | 2.03% | 5.7M | $641.9M | +1.5% |
| Dimensional Fund Advisors LP | 1.40% | 3.9M | $440.7M | +3.2% |
AS OF 2026-03-31 · MOST RECENT 13F FILINGS
SOURCE → 10-K · 10-Q · 8-K / GUIDANCE · ALL FILINGS
FILING DATA AS OF 2026-08-10. Figures are derived from public SEC EDGAR filings (40most recent quarters shown, Q4 implied as full-year minus Q1-Q3). Valuation multiples use each period’s fiscal period-end close. Live price charts and quotes are provided by TradingView. This page is informational only — it is not investment advice, and figures are not warranted for accuracy. EBITDA is not a GAAP measure; it is derived as operating income + D&A. Verify against the linked source filing before relying on any number here.
FILING DATA AS OF 2026-08-10. Figures are derived from public SEC EDGAR filings (40most recent quarters shown, Q4 implied as full-year minus Q1-Q3). Valuation multiples use each period’s fiscal period-end close. Live price charts and quotes are provided by TradingView. This page is informational only — it is not investment advice, and figures are not warranted for accuracy. EBITDA is not a GAAP measure; it is derived as operating income + D&A. Verify against the linked source filing before relying on any number here.