Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Principal Financial Group (PFG) is 7/10.
Principal Financial delivered Q1 non-GAAP operating EPS of $2.17 excluding special items, up 13% year-over-year and above the high end of the target range. Enterprise margins expanded 190 basis points to 30%. Specialty benefits achieved record sales with a loss ratio of 58.5%, and investment management posted record gross sales up 21%. RIS transfer deposits grew 35% with positive net cash flow. Life insurance had its best quarter in years on improved mortality. ROE reached 16.1%, up 140 basis points. FY2026 targets were reiterated.
Scored from Principal Financial Group’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.75B | +76.6% | $3.92 | +206.2% | 23.4% | 19.1% |
| FY2025 Q1 | $3.70B | -8.8% | $0.21 | -90.5% | 0.8% | 1.3% |
| FY2025 Q2 | $3.67B | -14.8% | $1.79 | +20.1% | 13.7% | 11.1% |
| FY2025 Q3 | $3.68B | +22.2% | $0.94 | +198.9% | 6.7% | 5.8% |
| FY2025 Q4 | $4.58B | -3.7% | $2.32 | -40.8% | 13.9% | 11.3% |
| FY2026 Q1 | $3.53B | -4.5% | $1.93 | +819.0% | 14.8% | 11.7% |
| FY2026 Q2 | $3.91B | +6.4% | $1.84 | +2.8% | 12.7% | 10.3% |