Principal Financial Group Inc
Research Principal Financial Group Inc (PFG) on Bullrun: valuation model: 15.1% overvalued, market cap USD 23.95B, P/E 15.8, dividend yield 2.8%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerPFG
- ExchangeNASDAQ
- CountryUnited States
- SectorFinancial Services
- IndustryAsset Management
- CurrencyUSD
- Valuation signal15.1% overvalued
- Market capUSD 23.95B
- P/E15.8
- Dividend yield2.8%
- Financial periodQ2 2026
- RevenueUSD 3.91B
- Net incomeUSD 403.40M
- Free cash flowUSD 2.01B
Valuation Snapshot
Bullrun's latest valuation model marks Principal Financial Group Inc as 15.1% overvalued; latest market cap is USD 23.95B; P/E is 15.8; dividend yield is 2.8%.
Peer valuation comparison
Latest P/E is 15.84x versus a Financial Services sector median of 13.84x (14.5% above).
Latest dividend yield is 2.84% versus a Financial Services sector median of 3.86% (26.3% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 15.63B | USD 1.26B | USD 4.44B | n/a | 5.25 | USD 4.43B | USD 3.95B | USD 11.88B |
| FY2024 | USD 16.13B | USD 1.60B | USD 4.53B | n/a | 6.68 | USD 4.21B | USD 4.11B | USD 11.09B |
| FY2023 | USD 13.67B | USD 670.10M | n/a | n/a | 2.55 | USD 4.71B | USD 3.99B | USD 10.92B |
| FY2022 | USD 17.54B | USD 4.85B | n/a | n/a | 18.63 | USD 4.85B | USD 4.08B | USD 9.98B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 23.95B | 15.8 | 2.9% | 3.19 |
| 2025 | 2025-12-31 | USD 19.18B | 16.7 | 3.5% | 3.08 |
| 2024 | 2024-12-31 | USD 17.51B | 11.6 | 3.7% | 2.85 |
| 2023 | 2023-12-29 | USD 18.76B | 13.0 | 3.3% | 2.6 |
| 2022 | 2022-12-30 | USD 20.53B | 4.1 | 3.1% | 2.56 |
| 2021 | 2021-12-31 | USD 18.93B | 11.5 | 3.4% | 2.44 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 3.19 USD, yield 2.8%.
| Year | Dividends/share |
|---|---|
| FY2025 | 3.08 USD |
| FY2024 | 2.85 USD |
| FY2023 | 2.6 USD |
| FY2022 | 2.56 USD |
About Principal Financial Group Inc
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services.
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Frequently asked questions
Is Principal Financial Group Inc overvalued or undervalued?
Bullrun's valuation model currently marks Principal Financial Group Inc as 15.1% overvalued.
What is Principal Financial Group Inc's market cap?
Principal Financial Group Inc's market capitalization is USD 23.95B.
What is Principal Financial Group Inc's P/E ratio?
Principal Financial Group Inc's price-to-earnings (P/E) ratio is 15.8.
Does Principal Financial Group Inc pay a dividend?
Principal Financial Group Inc has a dividend yield of 2.8%.
What does Principal Financial Group Inc do?
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services.