Principal Financial Group Reports Strong FY25 Results, Boosts Dividend, and Projects Robust 2026 Growth
PFG sits 40% above its 52-week low of $68.39.
Summary
Principal Financial Group reported strong full-year 2025 earnings, increased its quarterly dividend, and provided a positive financial outlook for 2026, including substantial capital deployment plans.
Key Events · Earnings and Guidance · PFG
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Strong Full-Year 2025 Operating Earnings
Non-GAAP operating earnings per diluted share, excluding significant variances, increased 12% to $8.55 for the full year 2025, meeting the high end of the company's 9-12% target.
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Increased Common Stock Dividend
The company announced a $0.01 increase in its first quarter 2026 common stock dividend to $0.80 per share, representing a 7% increase over the first quarter 2025 dividend.
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Significant Capital Return to Shareholders
Principal returned over $1.5 billion of capital to shareholders in 2025, including $0.9 billion in share repurchases and $0.7 billion in common stock dividends.
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Positive 2026 Financial Outlook
Management provided a 2026 outlook projecting 9-12% annual non-GAAP operating EPS growth and $1.5-$1.8 billion in capital deployment, including $0.8B - $1.1B in share repurchases.
Analysis · PFG · Finance
Principal Financial Group announced strong full-year 2025 operating results, exceeding its target for non-GAAP operating earnings per diluted share growth. The company also demonstrated a robust capital deployment strategy, returning over $1.5 billion to shareholders in 2025, and further signaled confidence by increasing its first quarter 2026 common stock dividend. The positive 2026 outlook, including projected EPS growth and significant capital deployment, reinforces the company's financial health and commitment to shareholder returns, especially as the stock trades near its 52-week high.
At the time of this filing, PFG was trading at $95.93 on NASDAQ in the Finance sector, with a market capitalization of approximately $21.1B. The 52-week trading range was $68.39 to $97.88. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.