PFG
stock Financial Services Asset ManagementOverall Concerning · 34%
- Fundamentals Weak
- Trajectory Steady
- Leadership Churning
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Mixed 4 of 5 trend signals bullishRSI 50 — momentum is balanced between buyers and sellers.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $101.19
- -2.05%
- Close
- $101.19
- -2.05%
- Current
- $101.19
- Prev close
- $103.31
- Today
- 1.09M
- 3-mo avg
- 1.40M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2389 days ago
- Next expected
- Jul 23in 2 days · estimated from cadence
Recent earnings dates
- Apr 23 89 days ago
- Feb 9 162 days ago
- Oct 27, 2025 267 days ago
- Jul 28, 2025 358 days ago
Past earnings dates come from PFG’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 51d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), PFG’s fundamentals read as weak overall.
At 14.5x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 3.0% yield is a healthy, generally sustainable level of cash income.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 7.6% margin is solid, in the ordinary range for a profitable company.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 10.0% return on equity is respectable, in the normal range.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 0.3% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 27.68, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue fell 3.1% from the prior year; the top line is contracting.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income fell 24.6% from the prior year; profit is shrinking.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 51d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $14.4B | $17.5B | $13.7B | $16.1B | $15.6B |
| Net income | $1.6B | $4.8B | $623.2M | $1.6B | $1.2B |
| Diluted EPS | $5.79 | $18.63 | $2.55 | $6.68 | $5.25 |
| Dividend / share | — | $2.56 | $2.60 | $2.85 | $3.08 |
| Total assets | $304.7B | $290.9B | $305.0B | $313.7B | $341.4B |
| Total liabilities | $288.2B | $280.6B | $293.8B | $302.2B | $329.0B |
| Shareholder equity | $12.1B | $10.0B | $11.0B | $11.1B | $11.9B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.3B | $3.0B | $4.8B | $3.7B | $3.7B | $3.7B | $4.6B | $3.5B |
| Net income | $353.1M | -$220.0M | $905.4M | $48.1M | $406.2M | $213.8M | $517.0M | $424.6M |
| Diluted EPS | $1.49 | $-0.95 | $3.92 | $0.21 | $1.79 | $0.95 | $2.30 | $1.93 |
| Dividend / share | $0.71 | $0.72 | $0.73 | $0.75 | $0.76 | $0.78 | $0.79 | $0.80 |
Leadershipsynced from SEC 54d ago
- Cheong Wee Yee President - Asia & Middle East
- Beams Mary E. Director
- Carter Miller Jocelyn Director
- Hochschild Roger C Director
- Mitchell H Elizabeth Director
- Muruzabal Claudio Director
- Nordin Diane C Director
- Pickerell Blair Director
- Richer Clare Stack Director
- Rivera Alfredo Director
Officers and board are drawn from PFG’s recent SEC ownership filings (Forms 3, 4 and 5).
Recent leadership changes
Notable recent eventspast year
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $3.08
- 2026 so far
- $0.801 payment
- 2026 projected
- $3.20+3.9% vs 2025
Projection scales PFG’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- Mar 11 $0.80
- Dec 3, 2025 $0.79
- Sep 4, 2025 $0.78
- Jun 2, 2025 $0.76
- Mar 12, 2025 $0.75
- Dec 2, 2024 $0.73
- Sep 5, 2024 $0.72
- Jun 3, 2024 $0.71
- Mar 11, 2024 $0.69
- Nov 30, 2023 $0.67
- Sep 6, 2023 $0.65
- May 31, 2023 $0.64
- Mar 14, 2023 $0.64
- Nov 30, 2022 $0.64
- Sep 7, 2022 $0.64
- Jun 1, 2022 $0.64
- Mar 9, 2022 $0.64
- Nov 30, 2021 $0.64
- Aug 31, 2021 $0.63
- Jun 2, 2021 $0.61
Recent SEC filingssynced from SEC 51d ago
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report