Loading stock data…
PFG
$101.09+0.18 (+0.18%)
Market ClosedLast close May 1
Principal Financial Group, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Principal Financial Group, Inc. in the Financial Services sector is trading at $101.09. The stock is currently near its 52-week high of $101.90, remaining 18.3% above its 200-day moving average. Technical signals show overbought RSI of 83 and bullish MACD crossover, explaining why PFG maintains its current momentum and trend strength. The Whystock Score of 65/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Overbought levels (RSI 83) — risk of consolidation or pullback
Long-term trend bullish (Price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
Loading Financials...
Peer Comparison
JPMBACGS
Whystock Valuation Model
Whystock fair value is estimated using a trailing P/E model adjusted for return on equity: Fair P/E = 18 + (ROE × 20). Fair Value = (Current Price ÷ Trailing P/E) × Fair P/E. A base P/E of 18 represents a typical market multiple, scaled upward for companies that earn high returns on equity. The result is a theoretical "normalised" price — not a price target or investment advice. Large deviations are common for high-growth or loss-making companies.
Current Price$101.09
Potential Upside
7.4%
Whystock Fair Value$108.62
Price
UndervaluedFair ValueOvervalued
Simplified model based on P/E and ROE. Not a substitute for full valuation analysis. Data may be delayed. See our Terms.
Analyst Consensus12 analysts
Hold
Mean target$99.33-1.7%
Range$87.00 – $113.00
Fundamentals
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 ...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$21.06B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
18.54
Beta
Defensive asset. Lower volatility than the S&P 500.
0.88
Div Yield
Strong income play. Yield provides a meaningful total return floor.
321.00%
ROE
Average efficiency. Growth may require heavy reinvestment.
9.59%
Volume
Today's trading volume
1.07M
Recent News
Assessing Principal Financial Group (PFG) Valuation After Strong Recent Returns And Conflicting Fair Value Estimates
Event context and recent share performance Principal Financial Group (PFG) drew attention after recent price moves, with the stock last closing at $99.74. Investors are weighing this against its reported 1 year total return of 40.24% and 5 year total return of 85.16%. See our latest analysis for Principal Financial Group. The recent 14.63% 1-month share price return, on top of a 40.24% 1-year total shareholder return, points to momentum building as investors reassess Principal Financial...
Principal Financial Group Q1 Earnings Call Highlights
Principal Financial Group (NASDAQ:PFG) reported a strong start to 2026, highlighting double-digit earnings growth, margin expansion, and improved underwriting and mortality experience in its first-quarter earnings call. Management also pointed to momentum across its strategic growth drivers—retireme
Is Principal Financial Group (PFG) Pricing Reflect Recent Insurance Sector Optimism Accurately
Wondering if Principal Financial Group is offering fair value at around US$99 a share, or if the price has moved ahead of fundamentals? This breakdown will help you weigh what the market is currently implying. The stock has recently traded at US$99.34, with returns of 3.3% over 7 days, 14.2% over 30 days, 11.1% year to date, and 39.7% over 1 year. This naturally raises questions about what is already priced in. Recent news coverage has focused on Principal Financial Group in the context of...
How Strong Q1 Earnings and Capital Returns Will Impact Principal Financial Group (PFG) Investors
In the first quarter of 2026, Principal Financial Group reported revenue of US$3,529.1 million versus US$3,695.9 million a year earlier, with net income rising to US$424.6 million, while also completing US$265 million of share repurchases under its February 2025 buyback authorization. The company’s strong earnings, record asset management sales and 8% dividend increase underscore management’s emphasis on capital return and fee-based growth areas. We’ll now explore how this strong quarter,...
Principal Financial Group Inc (PFG) Q1 2026 Earnings Call Highlights: Strong EPS Growth and ...
Principal Financial Group Inc (PFG) reports robust financial performance with a 13% EPS growth and $37 billion in investment management sales, despite challenges in cash flow and redemptions.