Principal Financial Group, Inc. · PFG · Next earnings

Principal Financial Group, Inc. reports Monday, Oct 26, 2026

PFG reports after market close with consensus EPS at $2.53 and revenue at $4.25B. Last quarter: Principal Financial Posts 13% EPS Growth on Record Retirement Deposits and Specialty Benefits

Reports After market close36 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.53 Calendar consensus
Consensus revenue $4.25B Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 36 days away

Where PFG left off: FY2026 Q1

Full report

Principal Financial Posts 13% EPS Growth on Record Retirement Deposits and Specialty Benefits

EPS surprise +3.0% Reported $2.07 vs $2.01
Revenue surprise -14.6% Reported $3.52B vs $4.12B
Stock move +2.4% Event window
Subsequent drift +4.5% Up to 20 sessions

Last quarter, management raised guidance and introduced the 2026 outlook targeting 9-12% EPS growth, 15-17% ROE, higher margin goals, and $1.5-1.8 billion in capital deployment. This quarter, guidance was maintained — management reaffirmed confidence in meeting those targets without upward revision. Q1 adjusted EPS growth of 13% sits at the upper end of the full-year range, though management did not signal that first-quarter strength alters the full-year trajectory.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher redemption activity in investment funds could pressure net cash flows.
  • Exposure to private credit markets and potential liquidity constraints.
  • Economic uncertainty affecting SMB hiring and wage growth.
  • Seasonality and lumpiness of large retirement transfer deposits.
  • Regulatory uncertainty around inclusion of private assets in retirement plans.

Questions analysts left open

  • Sustainability of specialty benefits underwriting performance.
  • Rising redemptions versus gross sales momentum in investment management.
  • Mortality volatility in the Individual Life segment.
  • Future performance of Retirement and Income Solutions fee flows and jumbo case outcomes.
  • Inclusion of private-market assets in retirement plans and related DOL guidance.

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Recent PFG quarters

All PFG earnings
+2.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.