$111.96▼ −2.01 · −1.8%from $113.97 the session before · Sep 30, 2026 close · end of day
Open
$113.83
High
$114.40
Low
$111.91
Day's range
$2.52.2% of the previous close
VWAP
$112.31close −0.31% from it
Volume, shares
1.23M0.81× the 20-session average
Traded, $
$138.5M
Trades
19.4K64 shares per trade
Previous close
$113.97−2.01 to the close
Market cap
$24.18Bat the close of Sep 30
Day range2% of the way up
$111.91$114.40
52-week range73% of the way up
$86.81 Mar 27$121.18 Sep 3
−7.6% from the high · +29% from the low
Options
No listed options on PFG
Close $ · S&P 500 rebased to the first close126 sessions to Sep 30 · axis fixed at 4 × ATR-14 around the last close · hover or tap a session and the read beside the chart follows it
Revenue $3.53B, −4.5% on a year earlier; profit $424.6M, +780% in the Mar 2026 quarter, consolidated.
Last 8 quarters, consolidatedUS dollars as filed · year on year against the same quarter a year earlier · market: close on the first session after the filing against the last close before it, S&P 500 over the same session
Quarterly results of PFG on the consolidated basis with the market's move on the first session after each filing
Quarter
Revenue $
Revenue YoY
Profit $
Profit YoY
EPS $
Market on the day
Mar 2026filed Apr 29
$3.53B
▼ −4.5%
$424.6M
▲ +780%
1.93
▲ +1.3%S&P 500 +1.0% · +0.3 pp
Dec 2025filed Feb 18
$4.58B
▼ −3.7%
$517.0M
▼ −43%
2.30
—not reached
Sep 2025filed Oct 29
$3.68B
▲ +22%
$213.8M
—
0.95
—not reached
Jun 2025filed Jul 30
$3.67B
▼ −15%
$406.2M
▲ +15%
1.79
—not reached
Mar 2025filed Apr 29
$3.70B
▼ −8.8%
$48.1M
▼ −91%
0.21
▲ +1.3%S&P 500 +1.0% · +0.3 pp
Dec 2024filed Feb 19
$4.75B
▲ +77%
$905.4M
—
3.92
—not reached
Sep 2024filed Oct 29
$3.01B
▼ −35%
−$220.0M
▼ −120%
-0.95
—not reached
Jun 2024filed Jul 30
$4.31B
▲ +21%
$353.1M
▼ −9.2%
1.49
—not reached
By fiscal yearfiscal years as filed in the 10-K · named by the year the fiscal year ends
Financial-year results of PFG on the consolidated basis, summed from the quarters filed
Year
Revenue $
Revenue YoY
Profit $
Profit YoY
EPS $
FY25to Dec 2025
$15.63B
▼ −3.1%
$1.19B
▼ −25%
5.25
FY24to Dec 2024
$16.13B
▲ +18%
$1.57B
▲ +150%
6.68
FY23to Dec 2023
$13.67B
▼ −22%
$623.2M
▼ −87%
2.55
FY22to Dec 2022
$17.54B
▲ +22%
$4.76B
▲ +200%
18.63
FY21to Dec 2021
$14.43B
▼ −2.1%
$1.58B
▲ +13%
5.79
Fundamentals
consolidated · filings to Mar 2026 · close $111.96 on Sep 30
PFG trades at 16 times trailing earnings, 2.0 times book value, revenue −2.0% over twelve months, a 1.5% dividend yield, market cap $24.18B.
Valuation
Market cap
$24.18Bon Sep 30
Price to earnings
16consolidated · four quarters to Mar 2026
Trailing EPS
$6.97diluted · consolidated · four quarters to Mar 2026
Price to book
2.0consolidated · balance sheet to Mar 2026
Book value a share
$54.70consolidated · balance sheet to Mar 2026
Debt to equity
0.33borrowings over equity · consolidated · balance sheet to Mar 2026
Return on equity
14%trailing profit over average equity · consolidated
Dividend yield
1.5%$1.66 a share in 365 days
Price to sales
1.6market cap over revenue, four quarters to Mar 2026
Shares outstanding
216Mon Sep 30
Growthsums of the four quarters filed to Mar 2026 · growth against the four quarters before them · consolidated
Revenue, trailing 12 months
$15.46Bfour quarters to Mar 2026
Revenue growth, 12 months
▼ −2.0%against the twelve months before
Revenue 3-year CAGR
▼ −3.5%trailing twelve months against the twelve months 3 years earlier · consolidated
Profit, trailing 12 months
$1.56Bfour quarters to Mar 2026
Profit growth, 12 months
▲ +44%against the twelve months before
Profit 3-year CAGR
▼ −29%trailing twelve months against the twelve months 3 years earlier · consolidated
Shareholding
quarter to Jun 2026 · SEC Form 13F
13F managers hold 140% of shares, BlackRock, Inc. the largest at 19%, VANGUARD CAPITAL MANAGEMENT LLC 12% and VANGUARD PORTFOLIO MANAGEMENT LLC 10%, as filed for the quarter to Jun 2026.
18.5%12.5%10.4%103.3%
BlackRock, Inc. 18.5%
VANGUARD CAPITAL MANAGEMENT LLC 12.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 10.4%
Other 13F managers 103.3%
Held by 13F managers
140%of shares outstanding
Shares held
313M+0.01% on Mar 2026 among managers filing both
Managers holding
900858 a quarter earlier
Largest holder
19%BlackRock, Inc.
Largest 10 holderspercent of shares outstanding · change in shares against the previous quarter
Largest 13F holders of PFG
Manager
Shares
Of outstanding
Value
Change on quarter
BlackRock, Inc.
40M
19%
$4.31B
−615K
VANGUARD CAPITAL MANAGEMENT LLC
27M
12%
$2.91B
+10.5K
VANGUARD PORTFOLIO MANAGEMENT LLC
22.5M
10%
$2.43B
+2.37K
STATE STREET CORP
20.5M
9.5%
$2.21B
+170K
BANK OF AMERICA CORP /DE/
13.8M
6.4%
$1.48B
−3.87M
Sixth Street Partners Management Company, L.P.
13M
6.0%
$1.40B
—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13M
6.0%
$1.40B
+1.16M
Capital World Investors
12.1M
5.6%
$1.30B
+26.2K
GEODE CAPITAL MANAGEMENT, LLC
11.4M
5.3%
$1.22B
+42K
DIMENSIONAL FUND ADVISORS LP
7.85M
3.6%
$845.7M
+73.5K
Insider tradesSEC Forms 3, 4 and 5 · the latest 10
No open-market insider buying or selling in the last 90 days.
PFG insider trades
Insider
Trade
Shares
Price
Held after
McCullum Kenneth A.Officer
granted · Jun 26, 2026
73
$0.00
41,070
STRABLE-SOETHOUT DEANNA DOfficer
granted · Jun 26, 2026
44
$0.00
53,542
STRABLE-SOETHOUT DEANNA DOfficer
granted · Jun 26, 2026
612
$0.00
173,867
Agrawal VivekOfficer
granted · Jun 26, 2026
234
$0.00
46,536
Cheong Wee YeeOfficer
granted · Jun 26, 2026
368
$0.00
66,819
Friedrich Amy ChristineOfficer
granted · Jun 26, 2026
599
$0.00
108,863
Kay Kathleen BOfficer
granted · Jun 26, 2026
398
$0.00
44,300
LITTLEFIELD CHRISTOPHER JOfficer
granted · Jun 26, 2026
559
$0.00
76,741
Bhatia KamalOfficer
granted · Jun 26, 2026
430
$0.00
65,454
Pitz JoelOfficer
granted · Jun 26, 2026
234
$0.00
43,998
Corporate actions
exchange records
Nothing upcoming on record; the last was a dividend of $0.84 a share, ex-date Sep 3, 2026.
Actionsex-dates · upcoming first, then the last eight · dividends in dollars a share, splits as ratios
Corporate actions of PFG, upcoming first, then the most recent
Ex-date
Action
Amount or ratio
Record date
recent
Sep 3, 2026
dividend
$0.84
—
Jun 1, 2026
dividend
$0.82
—
Calendardividends by ex-date
Dividends in 365 days
$1.66a share · ex-dates inside the year
Last dividend
$0.84ex-date Sep 3, 2026
Price history
131 sessions on record · to Sep 30 · end of day
PFG is +2.4% over 20 sessions against the S&P 500's +0.1%, 7.6% below its 52-week high, realised volatility 30% annualised.
Returns against S&P 500longest window first · S&P 500 over the same sessions
Returns of the stock and S&P 500 over six windows, longest first
Window
From $
PFG %
S&P 500 %
Difference pp
120 sessionssince Apr 9
$92.32
▲ +21%
▲ +12%
+9.1
60 sessionssince Jul 7
$112.89
▼ −0.82%
▲ +2.0%
−2.8
20 sessionssince Sep 1
$109.36
▲ +2.4%
▲ +0.11%
+2.3
5 sessionssince Sep 23
$113.92
▼ −1.7%
▼ −0.67%
−1.0
1 sessionsince Sep 29
$113.97
▼ −1.8%
▼ −0.21%
−1.5
Averages of the closeclose against each average
5-session average
$113.90close −1.7% from it
20-session average
$115.28close −2.9% from it
50-session average
$113.56close −1.4% from it
Range and volumetrue range over 14 sessions · high to low over 20 · volume against the 20-session average
Average true range, 14
$2.62.3% of the close
Average day's range, 20
$2.52.2% of the close
Volume against 20 sessions
0.81×1.23M vs 1.52M average
Volatility and co-movement with S&P 500annualised from daily returns
Realised volatility, 20
30%≈ ±1.9% a session · moved more than that on 2 of 20
Realised volatility, 60
22%≈ ±1.4% a session · moved more than that on 15 of 60
Beta to S&P 500, 60
0.46moved with S&P 500 on 38 of 60 sessions
Up and down sessionscloses above and below the previous close
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