PRINCIPAL FINANCIAL GROUP INC
PFGFinance & insuranceprincipal.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Oct 29, 2026
Next reportFebruary 8, 2027after close · forecast 2.432 $/share
Revenue
$4.62B
▲ +25.4% vs prior year YoY
Net income
$631.90M
▲ +195.6% vs prior year YoY
EPS
2.91$
▲ +206.3% vs prior year YoY
Net margin
13.7%
▲ +7.9 pp vs prior year YoY
Revenue▲ +25.4%
Margins (% of revenue)Gross N/AOperating N/ANet
Net income▲ +195.6%
EPS▲ +206.3%
Financial statements
View 10-Q filed October 29, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $4.75B | $3.70B | $3.67B | $3.68B | $4.58B | $3.53B | $3.91B | $4.62B | ▲ +25.4% |
| Gross profitnever filed | — | — | — | — | — | — | — | — | — |
| Operating incomenever filed | — | — | — | — | — | — | — | — | — |
| Net income | $905.40M | $48.10M | $406.20M | $213.80M | $517.00M | $424.60M | $403.40M | $631.90M | ▲ +195.6% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 0.21 $ | 1.79 $ | 0.95 $ | — | 1.93 $ | 1.84 $ | 2.91 $ | ▲ +206.3% |
| Margins (% of revenue) | |||||||||
| Gross | — | — | — | — | — | — | — | — | — |
| Operating | — | — | — | — | — | — | — | — | — |
| Net | 19.1 % | 1.3 % | 11.1 % | 5.8 % | 11.3 % | 12.0 % | 10.3 % | 13.7 % | ▲ +7.9 pt |
| Balance sheet | |||||||||
| Assets | $313.66B | $313.00B | $323.10B | $334.49B | $341.38B | $332.70B | $352.75B | $338.74B | ▲ +1.3% |
| Liabilities | $302.19B | $301.41B | $311.25B | $322.36B | $328.99B | $320.31B | $339.86B | $326.47B | ▲ +1.3% |
| Equity | $11.13B | $11.27B | $11.47B | $11.72B | $11.92B | $11.85B | $12.18B | $11.85B | ▲ +1.1% |
| Cash | $4.21B | $3.88B | $3.66B | $5.14B | $4.43B | $4.05B | $5.26B | $4.45B | ▼ -13.4% |
| Capital | |||||||||
| Shares outstanding | 225.57M | 224.19M | 222.77M | 219.69M | 216.84M | 216.01M | 214.10M | 212.38M | ▼ -3.3% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.