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Principal Financial Group Earnings Calls
| 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% |
| Release date | Jul 28, 2025 |
| EPS estimate | $1.97 |
| EPS actual | $2.16 |
| EPS Surprise | 9.64% |
| Revenue estimate | 3.983B |
| Revenue actual | 3.671B |
| Revenue Surprise | -7.82% |
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 | Jul 28, 2025 |
| Price on release | $80.39 |
| EPS estimate | $1.97 |
| EPS actual | $2.16 |
| EPS surprise | 9.64% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $80.20 |
| Jul 23, 2025 | $80.88 |
| Jul 24, 2025 | $80.33 |
| Jul 25, 2025 | $81.05 |
| Jul 28, 2025 | $80.39 |
| Jul 29, 2025 | $80.19 |
| Jul 30, 2025 | $76.59 |
| Jul 31, 2025 | $77.83 |
| Aug 01, 2025 | $75.53 |
| 4 days before | 0.237% |
| 4 days after | -6.05% |
| On release day | -0.249% |
| Change in period | -5.82% |
| 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% |
Principal Financial Group Earnings Call Transcript Summary of Q1 2026
Principal Financial Group reported a strong start to 2026 with 13% adjusted non-GAAP EPS growth, driven by favorable underwriting and improved mortality in Benefits & Protection plus positive market conditions for fee businesses. The firm highlighted momentum across three strategic growth drivers: a broad retirement ecosystem (notably $12B in transfer deposits, 35% YoY), robust small & midsized business results (record Specialty Benefits sales, positive account value net cash flow), and accelerating global asset management (record investment management gross sales of $37B and growing private markets AUM). Financial discipline supported margin expansion (adjusted operating margin +190 bps to 30%), a solid capital position (over $1.4B excess/available capital and ~400% RBC), and $374M returned to shareholders (including $200M buybacks and an 8% dividend increase). Business-specific takeaways: RIS posted strong transfer and retention with steady recurring deposits; Investment Management delivered record gross sales but experienced concentrated redemptions in a few active U.S. equity funds; International Pension saw strong YoY growth aided by FX tailwinds and a volatile but meaningful performance fee; Benefits & Protection showed marked underwriting improvement across specialty benefits, life and dental. Management reiterated confidence in the diversified model, disciplined capital deployment, continued use of technology/AI to improve productivity, and a cautious but constructive outlook on private assets in retirement solutions (measured adoption).
