Rep. Lisa C. McClain Sells Off Shares of Principal Financial Group, Inc. (NYSE:PFG)

Representative Lisa C. McClain (R-Michigan) recently sold shares of Principal Financial Group, Inc. (NYSE:PFG). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,001 and $15,000 in Principal Financial Group stock on October 30th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Coherent (NYSE:COHR) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Clorox (NYSE:CLX) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Northern Trust (NASDAQ:NTRS) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Honda Motor (NYSE:HMC) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Home BancShares (NYSE:HOMB) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Five Below (NASDAQ:FIVE) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Pure Storage (NYSE:PSTG) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of BHP Group (NYSE:BHP) on 10/31/2025.

Principal Financial Group Stock Performance

Principal Financial Group stock traded up $0.13 during midday trading on Tuesday, hitting $84.69. 1,122,029 shares of the company were exchanged, compared to its average volume of 1,359,614. The firm has a market capitalization of $18.87 billion, a PE ratio of 12.68, a price-to-earnings-growth ratio of 0.76 and a beta of 1.02. Principal Financial Group, Inc. has a fifty-two week low of $68.39 and a fifty-two week high of $90.31. The business has a fifty day simple moving average of $82.03 and a two-hundred day simple moving average of $80.03. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.30 and a current ratio of 0.29.

Principal Financial Group (NYSE:PFG) last released its quarterly earnings data on Monday, October 27th. The company reported $2.32 EPS for the quarter, topping the consensus estimate of $2.20 by $0.12. Principal Financial Group had a return on equity of 14.68% and a net margin of 9.74%.During the same period last year, the firm posted $2.05 EPS. On average, sell-side analysts forecast that Principal Financial Group, Inc. will post 8.5 earnings per share for the current year.

Principal Financial Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 19th. Stockholders of record on Wednesday, December 3rd will be paid a $0.79 dividend. The ex-dividend date is Wednesday, December 3rd. This is a positive change from Principal Financial Group’s previous quarterly dividend of $0.78. This represents a $3.16 dividend on an annualized basis and a dividend yield of 3.7%. Principal Financial Group’s dividend payout ratio (DPR) is currently 46.00%.

Insider Buying and Selling

In other Principal Financial Group news, EVP Wee Yee Cheong sold 1,887 shares of the business’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $85.04, for a total transaction of $160,470.48. Following the transaction, the executive vice president owned 81,421 shares of the company’s stock, valued at approximately $6,924,041.84. The trade was a 2.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.08% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on PFG. Morgan Stanley raised shares of Principal Financial Group from an “underweight” rating to an “equal weight” rating and increased their price target for the stock from $80.00 to $81.00 in a report on Thursday, October 23rd. Evercore ISI increased their target price on shares of Principal Financial Group from $92.00 to $94.00 and gave the stock an “in-line” rating in a research note on Thursday, October 9th. UBS Group raised their target price on Principal Financial Group from $85.00 to $87.00 and gave the company a “neutral” rating in a research report on Tuesday, July 29th. Keefe, Bruyette & Woods lifted their price target on Principal Financial Group from $90.00 to $91.00 and gave the company a “market perform” rating in a research note on Thursday, October 30th. Finally, Wells Fargo & Company increased their price target on Principal Financial Group from $73.00 to $74.00 and gave the stock an “underweight” rating in a research report on Wednesday, October 29th. Two investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $88.90.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. CIBC Private Wealth Group LLC grew its holdings in shares of Principal Financial Group by 9.6% during the third quarter. CIBC Private Wealth Group LLC now owns 4,711 shares of the company’s stock worth $391,000 after buying an additional 411 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in Principal Financial Group during the 3rd quarter valued at about $2,383,000. Captrust Financial Advisors raised its holdings in Principal Financial Group by 21.2% in the 3rd quarter. Captrust Financial Advisors now owns 40,802 shares of the company’s stock valued at $3,383,000 after acquiring an additional 7,148 shares during the last quarter. Coldstream Capital Management Inc. lifted its stake in Principal Financial Group by 6.3% in the 3rd quarter. Coldstream Capital Management Inc. now owns 6,128 shares of the company’s stock worth $508,000 after purchasing an additional 362 shares in the last quarter. Finally, Danske Bank A S purchased a new stake in shares of Principal Financial Group in the third quarter valued at approximately $8,905,000. 75.08% of the stock is owned by institutional investors and hedge funds.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Principal Financial Group

Principal Financial Group, Inc provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services.