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Friday 6 November 2026 Export PFG’s income statement to Excel — free account

Principal Financial Group, Inc.

PFG Financial Asset Management

Principal Financial Group, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $15.6 billion, down 3.11% from fiscal 2024.

Revenue
+25.4%
EPS
+190.8%
Free cash flow
+51.0%
Total debt
+14.4%

Quarter to September 2026, against a year earlier

110.97 1.85 −1.64%
Market cap
$24.0B
P/E
12.6×
Fwd P/E
12.2×
Dividend yield
2.88%
F-score
5/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Valuation Filings

Principal Financial Group, Inc. 10-Q filed Oct 29, 2026

Fiscal Q3 2026 · Period ended Sep 30, 2026 · Filed · accepted 2:11 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis Part II, Item 1A, Risk Factors
Previous quarter Same quarter last year

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 29, 2026: 26 added · 17 removed · 46 modified; 45 with only figures updated

  1. Modified · Acquisitions

    Beam Benefits. On July 6September 1, 2026, we signed an closed on our agreement to acquire Beam Benefits ("Beam"), an employee benefits company serving over 25,00026,000 small businesses. Beam offers dental, vision and ancillary benefits supported by a cloud-native technology stack with artificial intelligence at its core, generating approximately $175.0 million in premiums in 2025. The transaction is expected to close later in 2026, subject to regulatory approval. Results of Beam operations will beare reported within our Benefits and Protection operating segment.

88 more changes in this Item, word by word, in Powerpack.