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PFG

Principal Financial GroupB
Nasdaq / Insurance
Last Price
At close
2026-06-02
View Chart
Current thesis
Bull case: sustained improvement in net investment income, stronger fee-based AUM/flows, and disciplined capital returns (accelerated buybacks or higher dividends) that lift adjusted EPS and trigger multiple expansion toward the analyst high.
Posture
Constructive
Lead driver
Momentum
What changed
12 setup hits (3d) with net bullish as of 2026-06-02.
What can break
Primary risks include investment portfolio mark-to-market losses and adverse interest-rate shifts that erode net interest margin; significant underwriting or reserve development and regulatory or capital-requirement changes that force capital actions; and underperformance of fee-based retirement businesses that reduces AUM, fees, and capital-return flexibility. [#10-K-2025][#SERP-2]
Momentum
75
Value
56
Sentiment
46
Setup hits (3d)
12 · Net Bullish
AI TargetsBase $92.87 · Bull $108.15 · Bear $74.74
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-02-10 • Model: RankAlpha Sentiment AI
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $94.73
Why
Momentum75 · Δ7d -5.7
Value56 · Δ7d +9.2
Sentiment46 · Δ7d +3.9
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
75
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.7
Δ21d
-7.6
Value
56
32% active weight
Current posture
7d trendImproving
Δ7d
+9.2
Δ21d
+9.0
Sentiment
46
33% active weight
Current posture
7d trendImproving
Δ7d
+3.9
Δ21d
+4.8
Why this grade

Composite grade B. Momentum 75.0 / Value 56.4 / Sentiment 46.3

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$22.23B
Beta
0.90
Shares Out
219.69M
P/E (TTM)
13.2
P/S (TTM)
1.29
P/FCF (TTM)
5.69
Rev YoY
+4.2%
EPS YoY
+199.6%
Gross Margin
-
Op Margin
+10.3%
Net Debt
-$34.9M
Current Ratio
-
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology