PFG's Quality Score fell 3 points on Fri, Oct 30, to 7. Closed away from the day's high (3 chart checks stopped).
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Up 40% in a year while the S&P 500 rose 12%.
“Net revenue increased primarily due to an $82.7 million increase due to growth in the business”
| The chart | Above every average |
| Latest filing | 8-K, Oct 26 |
Wed Dec 2: Ex-dividend, $0.85 a shareAt the open. Pays Dec 18.
After its last 4 reports it closed +1.1% on average, higher 3 of 4 times.
Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
PFG is #5 of 5 by Quality Score among Accident & Health Insurance.
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Expected to report Mon Feb 8, after the close (in 98 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 26, 2026 | -2.1% | +1.7% | +2.4% |
| Jul 27, 2026 | -0.3% | +2.5% | +3.5% |
| Apr 23, 2026 | +3.7% | +2.4% | +4.0% |
Sales grew in three of the last seven years, to $16B in 2025. It made a profit in each of the eight years.
One insider sold $1.1M across 2 filings in the last 6 months. No open-market buys on record. The newest:
3 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: PFG is 0.5% of SCHD, 0.2% of DGRO, and under 0.1% of VYM, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.
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.
“Competition is based on several factors including customer segments, product types and features, external peer comparisons, go-to-market strategies, compensation structure, price, performance, capital markets, capital liquidity and financial strength ratings.”
PFG scores 7 today, which Breakaway calls Average. It is #5 of 5 in Accident & Health Insurance by Quality Score, with 2 of 14 chart checks firing. Up 40% in a year while the S&P 500 rose 12%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
PFG scores 7 today, which Breakaway calls Average (6 to 10). That is #5 of 5 in Accident & Health Insurance by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind PFG's 7.
One insider sold $1.1M across 2 filings in the last 6 months. No open-market buys on record. The newest is Wee Yee Cheong, President - Asia & Middle East, who sold $777K on May 21. Every filing, with the scored weight, for Pro members.
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