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Principal Financial Group Earnings Calls
| Release date | Jul 27, 2026 |
| EPS estimate | $2.34 |
| EPS actual | $2.50 |
| EPS Surprise | 6.84% |
| Revenue estimate | 4.137B |
| Revenue actual | 4.102B |
| Revenue Surprise | -0.85% |
| Release date | Apr 23, 2026 |
| EPS estimate | $2.01 |
| EPS actual | $2.07 |
| EPS Surprise | 2.99% |
| Revenue estimate | 4.122B |
| Revenue actual | 3.522B |
| Revenue Surprise | -14.56% |
| Release date | Feb 09, 2026 |
| EPS estimate | $2.23 |
| EPS actual | $2.19 |
| EPS Surprise | -1.79% |
| Revenue estimate | 4.123B |
| Revenue actual | 4.458B |
| Revenue Surprise | 8.15% |
| Release date | Oct 27, 2025 |
| EPS estimate | $2.20 |
| EPS actual | $2.10 |
| EPS Surprise | -4.55% |
| Revenue estimate | 4.144B |
| Revenue actual | 3.682B |
| Revenue Surprise | -11.16% |
Last 4 Quarters for Principal Financial Group
Below you can see how PFG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 27, 2025 |
| Price on release | $79.57 |
| EPS estimate | $2.20 |
| EPS actual | $2.10 |
| EPS surprise | -4.55% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $79.39 |
| Oct 22, 2025 | $79.14 |
| Oct 23, 2025 | $79.44 |
| Oct 24, 2025 | $79.62 |
| Oct 27, 2025 | $79.57 |
| Oct 28, 2025 | $82.20 |
| Oct 29, 2025 | $82.43 |
| Oct 30, 2025 | $82.74 |
| Oct 31, 2025 | $84.04 |
| 4 days before | 0.227% |
| 4 days after | 5.62% |
| On release day | 3.31% |
| Change in period | 5.86% |
| Release date | Feb 09, 2026 |
| Price on release | $95.93 |
| EPS estimate | $2.23 |
| EPS actual | $2.19 |
| EPS surprise | -1.79% |
| Date | Price |
|---|---|
| Feb 03, 2026 | $95.29 |
| Feb 04, 2026 | $96.40 |
| Feb 05, 2026 | $95.50 |
| Feb 06, 2026 | $97.34 |
| Feb 09, 2026 | $95.93 |
| Feb 10, 2026 | $93.64 |
| Feb 11, 2026 | $92.81 |
| Feb 12, 2026 | $90.51 |
| Feb 13, 2026 | $90.39 |
| 4 days before | 0.672% |
| 4 days after | -5.78% |
| On release day | -2.39% |
| Change in period | -5.14% |
| Release date | Apr 23, 2026 |
| Price on release | $97.00 |
| EPS estimate | $2.01 |
| EPS actual | $2.07 |
| EPS surprise | 2.99% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $96.17 |
| Apr 20, 2026 | $96.19 |
| Apr 21, 2026 | $95.73 |
| Apr 22, 2026 | $97.43 |
| Apr 23, 2026 | $97.00 |
| Apr 24, 2026 | $99.34 |
| Apr 27, 2026 | $99.74 |
| Apr 28, 2026 | $100.06 |
| Apr 29, 2026 | $99.63 |
| 4 days before | 0.86% |
| 4 days after | 2.71% |
| On release day | 2.41% |
| Change in period | 3.60% |
| Release date | Jul 27, 2026 |
| Price on release | $111.29 |
| EPS estimate | $2.34 |
| EPS actual | $2.50 |
| EPS surprise | 6.84% |
| Date | Price |
|---|---|
| Jul 21, 2026 | $109.57 |
| Jul 22, 2026 | $108.25 |
| Jul 23, 2026 | $107.32 |
| Jul 24, 2026 | $109.40 |
| Jul 27, 2026 | $111.29 |
| Jul 28, 2026 | $114.09 |
| Jul 29, 2026 | $113.18 |
| Jul 30, 2026 | $113.95 |
| Jul 31, 2026 | $113.70 |
| 4 days before | 1.57% |
| 4 days after | 2.17% |
| On release day | 2.52% |
| Change in period | 3.77% |
Principal Financial Group Earnings Call Transcript Summary of Q2 2026
Principal Financial Group reported a strong Q2 2026 driven by diversified earnings growth and margin expansion. Adjusted non-GAAP EPS rose materially year-over-year (above the high end of targets) supported by 6% net revenue growth and 200 bps of margin improvement. Key business highlights: continued momentum in Retirement (transfer deposits +30% YoY, strong roll‑ins and DCIO sales), robust results in Small & Mid‑Sized Business and Specialty Benefits (improved loss ratios, favorable underwriting across dental, disability, and life), and mixed results in Global Asset Management where $~11 billion of net outflows were concentrated in a few U.S. active equity strategies while private markets, international, and ETFs showed solid growth. Management closed the Hong Kong pension transition, announced the planned acquisition of Beam Benefits to strengthen SMB digital capabilities (no change to 2026 capital/earnings guidance), and continues to execute on portfolio optimization (pending Chile annuity sale). Capital deployment: $430M returned in Q2 ($250M buybacks, $180M dividends) and $800M YTD; dividend raised for the 13th consecutive quarter (+8%). Balance sheet and capital: >$1.6B excess available capital and ~400% RBC (about $350M excess over 375% target); company remains on track to meet full‑year capital deployment targets ($1.5–$1.8B) and current EPS/ROE guidance. Management expects continued discipline in expense/revenue alignment while investing in strategic priorities, and is cautiously optimistic about IM flows normalizing over time.
