PFG (Principal Financial Group) Forward Dividend Yield %: 2.88% (As of Jul. 19, 2026)

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PFG Principal Financial Group Inc PFG
70 GF Score
Price $113.91
GF Value $91.08
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Principal Financial Group Forward Dividend Yield %?

Principal Financial Group PFG +0.75% 70 Forward Dividend Yield % is 2.88% as of Jul. 19, 2026. GuruFocus rates PFG with a GF Score™ of 70/100 and a GF Value™ of $91.08 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,114 Asset Management companies, Principal Financial Group ranks worse than 77.74% on this metric.

As of today (2026-07-19), the Forward Annual Dividend Yield of Principal Financial Group is 2.88%.

As of today (2026-07-19), the Trailing Annual Dividend Yield of Principal Financial Group is 2.80%.

PFG's Forward Dividend Yield % is ranked worse than
77.74% of 1114 companies
in the Asset Management industry
Industry Median: 6.015 vs PFG: 2.88

Principal Financial Group's Dividends per Share for the three months ended in Mar. 2026 was $0.80.

During the past 12 months, Principal Financial Group's average Dividends Per Share Growth Rate was 7.60% per year. During the past 3 years, the average Dividends Per Share Growth Rate was 6.40% per year. During the past 5 years, the average Dividends Per Share Growth Rate was 6.10% per year. During the past 10 years, the average Dividends Per Share Growth Rate was 6.90% per year.

During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Principal Financial Group was 37.50% per year. The lowest was -15.10% per year. And the median was 11.90% per year.

The growth rate is calculated with least square regression.

For more information regarding to dividend, please check our Dividend Page.


Principal Financial Group  (NAS:PFG) Forward Dividend Yield % Explanation

Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.

Dividends may also qualify a lower tax rate for investors.

In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.

You can find the stocks that owned most by Gurus here. Or you can check out Warren Buffett's highest dividend stocks here.


Principal Financial Group Forward Dividend Yield % Related Terms


PFG vs TROW, ARES, RJF: Forward Dividend Yield % Comparison

For the Asset Management subindustry, Principal Financial Group's Forward Dividend Yield %, along with its competitors' market caps and Forward Dividend Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Principal Financial Group Forward Dividend Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Principal Financial Group's Forward Dividend Yield % distribution charts can be found below:

* The bar in red indicates where Principal Financial Group's Forward Dividend Yield % falls into.


PFG
70GF Score
Principal Financial Group Inc PFG
Forward Dividend Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Principal Financial Group Forward Dividend Yield % Calculation

Dividend Yield measures how much a company pays out in dividends each year relative to its share price.

Principal Financial Group Recent Full-Year* Dividend History

Amount Ex-date Record Date Pay Date Type Frequency Forex Rate
USD 0.8200002026-06-012026-06-012026-06-26Cash DividendquarterlyUSD:USD 1.000000
USD 0.8000002026-03-112026-03-112026-03-27Cash DividendquarterlyUSD:USD 1.000000
USD 0.7900002025-12-032025-12-032025-12-19Cash DividendquarterlyUSD:USD 1.000000
USD 0.7800002025-09-042025-09-042025-09-26Cash DividendquarterlyUSD:USD 1.000000

* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.

Principal Financial Group's Forward Annual Dividend Yield (%) for Today is calculated as

Forward Annual Dividend Yield=Forward Full Year Dividend/Current Share Price
=3.28/113.905
=2.88 %

Current Share Price is $113.905.
Principal Financial Group's Dividends per Share for the forward twelve months is calculated as $0.82 * 4 = $3.28.

Principal Financial Group's Trailing Annual Dividend Yield (%) for Today is calculated as

Trailing Annual Dividend Yield=Most Recent Full Year Dividend/Current Share Price
=3.19/113.905
=2.80 %

Current Share Price is $113.905.
Principal Financial Group's Dividends per Share for the trailing twelve months (TTM) ended in Today is $3.19.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Dividend Yield % of 2.88% mean?
Principal Financial Group (PFG) has a Forward Dividend Yield % of 2.88% as of Jul. 19, 2026. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Principal Financial Group and its competitors. According to the industry distribution chart, Principal Financial Group ranks #866 out of 1114 companies in the Asset Management industry, placing it in the top 77.7%.
Is Principal Financial Group's Forward Dividend Yield % too high?
Principal Financial Group's current Forward Dividend Yield % is 2.88%. The Asset Management industry median Forward Dividend Yield % is 6.02. Principal Financial Group's value of 2.88% is 52.1% below this industry median. Based on the distribution chart, Principal Financial Group ranks #866 out of 1114 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Principal Financial Group has a GF Score™ of 70/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Principal Financial Group's Forward Dividend Yield % compare to TROW and ARES?
According to the Asset Management industry distribution chart, Principal Financial Group ranks #866 out of 1114 companies for Forward Dividend Yield %. This places Principal Financial Group in the lower half of its industry. The industry median Forward Dividend Yield % is 6.02. Principal Financial Group's value of 2.88% is 52.1% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Dividend Yield % for an Asset Management company?
The median Forward Dividend Yield % among Asset Management companies is 6.02, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a Forward Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Forward Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Principal Financial Group's current Forward Dividend Yield % of 2.88% is 52.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Dividend Yield % mean?
A high Forward Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Principal Financial Group and its competitors. For the Asset Management industry, the median Forward Dividend Yield % is 6.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Principal Financial Group's current Forward Dividend Yield % is 2.88%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Principal Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Principal Financial Group (PFG) is currently considered Modestly Overvalued. The stock's GF Value™ is $91.08, compared to a current price of $113.91 — trading 25.1% above its estimated fair value. The current Forward Dividend Yield % is 2.88% and 52.1% below the Asset Management industry median of 6.02. Principal Financial Group's overall GF Score™ is 70/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Dividend Yield % calculated?
Forward Dividend Yield % is calculated from a company's financial statements. For Principal Financial Group (PFG), the current Forward Dividend Yield % is 2.88% as of Jul. 19, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Principal Financial Group (PFG) Overvalued in 2026?

Based on GuruFocus' analysis, Principal Financial Group stock appears to be overvalued. The current stock price of $113.91 is trading 25.1% above its estimated GF Value™ of $91.08. GuruFocus considers Principal Financial Group to be Modestly Overvalued.

Key valuation signals for PFG:

  • Forward Dividend Yield %: 2.88%
  • GF Value™: $91.08 vs. price of $113.91 (25.1% above fair value)
  • GF Score™: 70/100 with 7 warning signs
  • Industry Position: 52.1% below the Asset Management median (#866 of 1114)

No single metric tells the full story. See the PFG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Principal Financial Group Business Description

Other Exchanges 0KO5:UKPG4:Germany
Address 711 High Street, Des Moines, IA, USA, 50392
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
70GF Score

Get the complete analysis for PFG

Forward Dividend Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$113.91
Price
$91.08
GF Value