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Stock impact report

Principal Financial Group targets 9%–12% EPS growth and $1.5B–$1.8B capital deployments in 2026 amid margin expansion and portfolio optimization [Seeking Alpha]

Principal Financial Group Inc (PFG) 
Last principal financial group inc earnings: 4/27 04:15 pm Check Earnings Report
Company Research Source: Seeking Alpha
Deanna Strable, President, CEO & Chair of the Board, opened by highlighting "strong full year 2025 performance" with adjusted non-GAAP earnings per share growth of 12% and reported EPS growth of nearly 20%. Strable stated, "We expect to deliver Quick Insights Principal Financial Group plans $1.5–$1.8 billion in 2026 capital deployments, increases share repurchases, and describes divestitures (like Chile) as supporting a focus on higher growth, more capital-efficient businesses. Drivers include strong retirement business momentum, increased AUM in Private Markets, margin enhancements across business lines, and portfolio optimization; management expresses confidence in sustaining higher EPS/ROE by executing at the upper end of target ranges. Key risks include impacts of business disposals on revenue and capital efficiency and challenges with maintaining margins (notably in dental benefits); management is using pricing actions and network optimization to protect margins. Recom Show less Read more
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