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PFG
Stock ticker: NASDAQ
AS OF
Aug 15, 04:59 PM (EDT)
Price
$77.64
Change
-$0.45 (-0.58%)
Capitalization
17.3B

PFG Principal Financial Group Forecast, Technical & Fundamental Analysis

Principal Financial Group Inc is a financial services provider... Show more

PFG
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
a Summary for PFG with price predictions
Aug 14, 2025

PFG in upward trend: price may jump up because it broke its lower Bollinger Band on August 01, 2025

PFG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 37 cases where PFG's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on August 13, 2025. You may want to consider a long position or call options on PFG as a result. In of 81 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for PFG just turned positive on August 14, 2025. Looking at past instances where PFG's MACD turned positive, the stock continued to rise in of 43 cases over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where PFG advanced for three days, in of 320 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 285 cases where PFG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.

PFG moved below its 50-day moving average on July 30, 2025 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for PFG crossed bearishly below the 50-day moving average on August 06, 2025. This indicates that the trend has shifted lower and could be considered a sell signal. In of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where PFG declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Fundamental Analysis (Ratings)

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.515) is normal, around the industry mean (6.864). P/E Ratio (15.653) is within average values for comparable stocks, (41.431). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (2.689). Dividend Yield (0.038) settles around the average of (0.078) among similar stocks. P/S Ratio (1.181) is also within normal values, averaging (14.984).

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. PFG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PFG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 71, placing this stock worse than average.

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PFG
Daily Signalchanged days ago
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A.I. Advisor
published Earnings

PFG is expected to report earnings to $2.17 per share on October 23

Principal Financial Group PFG Stock Earnings Reports
Q3'25
Est.
$2.17
Q2'25
Beat
by $0.19
Q1'25
Missed
by $0.08
Q4'24
Beat
by $0.10
Q3'24
Beat
by $0.03
The last earnings report on July 28 showed earnings per share of $2.16, beating the estimate of $1.97. With 962.19K shares outstanding, the current market capitalization sits at 17.30B.
A.I.Advisor
published Dividends

PFG paid dividends on June 27, 2025

Principal Financial Group PFG Stock Dividends
А dividend of $0.76 per share was paid with a record date of June 27, 2025, and an ex-dividend date of June 02, 2025. Read more...
A.I. Advisor
published General Information

General Information

a provider of retirement plans, asset management and insurance services

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
Life Or Health Insurance
Address
711 High Street
Phone
+1 515 247-5111
Employees
19800
Web
https://www.principal.com
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PFG and Stocks

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with EQH. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then EQH could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-0.32%
EQH - PFG
80%
Closely correlated
+0.05%
CRBG - PFG
76%
Closely correlated
+0.35%
AMP - PFG
76%
Closely correlated
+0.87%
BN - PFG
75%
Closely correlated
-0.95%
JHG - PFG
75%
Closely correlated
-0.47%
More

Groups containing PFG

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-0.32%
PFG
(28 stocks)
83%
Closely correlated
-1.48%