PFG Principal Financial Group Inc - Common Stock
NASDAQ · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 29, 2026
$111.96
· of 52w range
· above low
· to high
$77.9052w low
$121.1852w high
Market Cap (MRQ)
$24.03B
P/E (TTM)
15.9
EPS (TTM)
$7.02
Revenue (TTM)
$15.69B
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52W Range
$78–$121
Analyst Rating
HOLD
Price Target
$112
P/E
15.9
ROE
13.2%
Net Profit Margin
9.9%
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PFG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$111.96
Market Cap (MRQ)
$24.03B
P/E (TTM)
15.9
EPS (TTM)
$7.02
Revenue (TTM)
$15.69B
Div Yield
2.8%
ROE (TTM)
13.2%
Debt/Equity (MRQ)
0.0
52W Range
$78–$121
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About Principal Financial Group Inc - Common Stock Company overview from Wikipedia
Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.
History
PFG was first founded under the name Bankers Life Insurance Company. Bankers Life Insurance Company was founded by wealthy Des Moines bankers, including Edward Temple, Simon Casady, and Phineas M. Casady. The bank was founded in 1879 with Temple as president and Phineas Casady as vice president.
In 2019, Principal purchased Wells Fargo's institutional retirement and trust business (including 401k, pension, executive deferred compensation, employee stock ownership plans and asset advice business) for $1.2 billion. The deal was financed with cash and senior debt financing.
In 2021, activist investor firm Elliott Investment Management took a stake in Principal, saying it will push for changes at the company. Talks with Elliott resulted in the February 2021 announcement of two new independent directors to its board of directors.
In 2024, Principal agreed to acquire the employee stock-option plan (ESOP) business from Ascensus. The transaction was expected to add 800 plans and over 165,000 participants to Principal's book of business.
Business operations
Four segments comprise the company: Retirement and Income Solutions, Principal Global Investors, Principal International, and Benefits & Protection.
As of December 2021, Principal employed 18,600 employees worldwide, with 7,100 of those based outside the US. The company employs roughly 9,000 people in Des Moines, Iowa, and owns and operates several buildings in the downtown area. The tallest, known as 801 Grand, is 45 stories tall (192 m/630 ft), and houses many other companies in addition to Principal. Its Global Delivery center, Principal Global Services, is located in Pune, Maharashtra, India.
Eddie
Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems. Eddie retired in 2015 in preparation for the company's new logo that debuted in 2016.
Naming rights
Principal owns the naming rights to Principal Riverwalk, Principal Park and The Principal Charity Classic in Des Moines.
Management
In January 2025, Deanna Strable succeeded Dan Houston as the firm's president and CEO. Previously Strable had served as president and chief operating officer. As part of the transition, Houston was named executive chair of the board of directors.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancials
industryInsurance
employees19,700
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$15.63B2016-12-31 → 2025-12-31
EPS$5.252016-12-31 → 2025-12-31
Net margin9.9%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 15.95Y avg ≈15.2 | ≈15.2 | 15.4 | Fair value | |
| P/S (TTM) | 1.55Y avg ≈1.2 | ≈1.2 | 1.5 | Fair value | |
| P/B (MRQ) | 2.05Y avg ≈1.6 | ≈1.6 | 1.9 | Fair value | |
| EV / EBITDA | 79.35Y avg ≈55.2 | ≈55.2 | · | · | |
| Price / Cash Flow | 5.45Y avg ≈5.1 | ≈5.1 | 7.5 | Undervalued | |
| EV / Revenue | 1.35Y avg ≈1.0 | ≈1.0 | · | · | |
| Price / Tangible Book (MRQ) | 2.25Y avg ≈2.2 | ≈2.2 | · | · | |
| PEG Ratio | ≈20.4 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 1.6%5Y avg ≈1.8% | ≈1.8% | 8.4% | Weak | |
| Net Profit Margin (TTM) | 9.9%5Y avg ≈12.3% | ≈12.3% | 10.3% | In line | |
| ROA (TTM) | 0.46%5Y avg ≈0.65% | ≈0.65% | 0.54% | Weak | |
| ROE (TTM) | 13.2%5Y avg ≈15.6% | ≈15.6% | 12.2% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Low debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -3.1%5Y avg ≈2.5% | ≈2.5% | · | · | |
| Revenue CAGR 3Y | -3.8%5Y avg ≈-0.83% | ≈-0.83% | · | · | |
| Revenue CAGR 5Y | 1.2% | · | · | · | |
| EPS YoY | -21.4%5Y avg ≈58.1% | ≈58.1% | · | · | |
| Net Income YoY | -24.6%5Y avg ≈51.0% | ≈51.0% | · | · | |
| EPS CAGR 3Y | -34.4%5Y avg ≈-16.6% | ≈-16.6% | · | · | |
| EPS CAGR 5Y | 0.78% | · | · | · | |
| Net Income CAGR 3Y | -37.1%5Y avg ≈-20.3% | ≈-20.3% | · | · | |
| Net Income CAGR 5Y | -3.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PFG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.1 | ≈0.1 | 0.1 | Weak | |
| Revenue / Employee | ≈$793.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.8%
Payout Ratio57.7%
Annualized Payout≈$3.36
5Y Div CAGR≈6.6%
Growth Streak≈17
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 3, 2026 | $0.84 | USD | ≈2.7% |
| Jun 1, 2026 | $0.82 | USD | ≈3.1% |
| Mar 11, 2026 | $0.80 | USD | ≈3.5% |
| Dec 3, 2025 | $0.79 | USD | ≈3.6% |
| Sep 4, 2025 | $0.78 | USD | ≈3.7% |
| Jun 2, 2025 | $0.76 | USD | ≈3.8% |
| Mar 12, 2025 | $0.75 | USD | ≈3.5% |
| Dec 2, 2024 | $0.73 | USD | ≈3.3% |
| Sep 5, 2024 | $0.72 | USD | ≈3.5% |
| Jun 3, 2024 | $0.71 | USD | ≈3.4% |
| Mar 11, 2024 | $0.69 | USD | ≈3.3% |
| Nov 30, 2023 | $0.67 | USD | ≈3.5% |
| Sep 6, 2023 | $0.65 | USD | ≈3.4% |
| May 31, 2023 | $0.64 | USD | ≈3.9% |
| Mar 14, 2023 | $0.64 | USD | ≈3.5% |
| Nov 30, 2022 | $0.64 | USD | ≈2.9% |
| Sep 7, 2022 | $0.64 | USD | ≈3.4% |
| Jun 1, 2022 | $0.64 | USD | ≈3.6% |
| Mar 9, 2022 | $0.64 | USD | ≈3.8% |
| Nov 30, 2021 | $0.64 | USD | ≈3.6% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
1.1%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 27, 2026 | $2.50 | $2.36 | 5.9% |
| March 31, 2026 | $2.07 | $2.02 | 2.3% | |
| Dec. 31, 2025 | $2.19 | $2.25 | -2.5% | |
| Sept. 30, 2025 | $2.10 | $2.22 | -5.4% | |
| June 30, 2025 | $2.16 | $1.99 | 8.4% | |
| March 31, 2025 | $1.81 | $1.84 | -1.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | |
| Income Tax | $160M | $292M | $69M | $1.19B | $284M | $265M | $249M | $231M | $-72M | $230M | $178M | $318M | |
| Net Income | $1.19B | $1.57B | $623M | $4.76B | $1.58B | $1.40B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | |
| EPS (Basic) | $5.32 | $6.77 | $2.58 | $18.94 | $5.87 | $5.08 | $5.00 | $5.41 | $8.00 | $4.55 | $4.11 | $3.70 | |
| EPS (Diluted) | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 | $5.05 | $4.96 | $5.36 | $7.88 | $4.50 | $4.06 | $3.65 | |
| Shares (Basic) | 222,800,000 | 232,000,000 | 241,300,000 | 251,100,000 | 269,000,000 | 274,700,000 | 278,600,000 | 285,800,000 | 288,900,000 | 289,400,000 | 294,400,000 | 294,700,000 | |
| Shares (Diluted) | 225,700,000 | 235,300,000 | 244,600,000 | 255,300,000 | 272,900,000 | 276,600,000 | 281,000,000 | 288,800,000 | 293,100,000 | 292,700,000 | 298,000,000 | 298,700,000 | |
| EBITDA | $251M | $256M | $273M | $296M | $275M | $252M | $227M | $205M | $196M | $187M | $193M | $170M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.43B | $4.21B | $4.71B | $4.85B | $2.33B | $2.85B | $2.52B | $2.98B | $2.47B | $2.72B | $2.56B | $1.86B | |
| PP&E (Net) | · | · | · | · | · | · | $968M | $767M | $760M | $699M | $634M | $590M | |
| Goodwill | $1.60B | $1.55B | $1.61B | $1.60B | $1.63B | $1.71B | $1.69B | $1.10B | $1.07B | $1.02B | $1.01B | $1.01B | |
| Intangibles | $1.27B | $1.39B | $1.47B | $1.53B | $1.60B | $1.72B | $1.79B | $1.32B | $1.31B | $1.33B | $1.36B | $1.32B | |
| Total Assets | $341.38B | $313.66B | $305.05B | $290.87B | $304.66B | $296.63B | $276.09B | $243.04B | $253.94B | $228.01B | $218.66B | $219.09B | |
| Short-term Debt | $28M | $153M | $61M | $81M | $80M | $85M | $93M | $43M | $40M | $51M | $181M | $28M | |
| Deferred Tax | $1.86B | $1.71B | $1.61B | $1.32B | $2.32B | $2.33B | $1.80B | $958M | $1.09B | $972M | $697M | $1.04B | |
| Total Liabilities | $328.99B | $302.19B | $293.84B | $280.59B | $288.20B | $279.75B | $261.14B | $231.19B | $240.92B | $217.62B | $209.20B | $208.80B | |
| Long-term Debt | $3.93B | $3.96B | $3.93B | $4.00B | $4.28B | $4.28B | $3.73B | $3.26B | $3.18B | $3.13B | $3.27B | $2.53B | |
| Total Debt | $28M | $153M | $61M | $81M | $80M | $85M | $93M | $43M | $40M | $51M | $181M | $28M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $11.28B | $11.10B | $10.91B | $10.74B | $10.49B | $10.32B | $10.18B | $10.06B | $9.93B | $9.69B | $9.54B | $9.95B | |
| Retained Earnings | $18.07B | $17.58B | $16.68B | $16.70B | $12.88B | $11.84B | $11.07B | $10.29B | $9.48B | $7.72B | $6.88B | $6.11B | |
| Treasury Stock | $13.28B | $12.38B | $11.34B | $10.59B | $8.93B | $7.99B | $7.68B | $7.40B | $6.73B | $6.51B | $6.23B | $5.93B | |
| AOCI | $-4.19B | $-5.22B | $-5.35B | $-6.88B | $1.61B | $2.38B | $1.04B | $-1.57B | $166M | $-675M | $-882M | $50M | |
| Stockholders' Equity | $11.88B | $11.09B | $10.92B | $9.98B | $16.07B | $16.56B | $14.62B | $11.39B | $12.85B | $10.23B | $9.31B | $10.18B | |
| Liabilities + Equity | $341.38B | $313.66B | $305.05B | $290.87B | $304.66B | $296.63B | $276.09B | $243.04B | $253.94B | $228.01B | $218.66B | $219.09B | |
| Shares Outstanding | 217,380,912 | 226,225,161 | 236,438,294 | 243,549,782 | 261,700,000 | 273,300,000 | 276,600,000 | 279,500,000 | 289,000,000 | 287,700,000 | 291,400,000 | 293,900,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $251M | $256M | $273M | $296M | $275M | $252M | $227M | $205M | $196M | $187M | $193M | $170M | |
| Stock-based Comp | $110M | $109M | $99M | $91M | $96M | $87M | $83M | $77M | $83M | $84M | $84M | $75M | |
| Deferred Tax | $-102M | $7M | $-57M | $1.18B | $117M | $192M | $157M | $231M | $-133M | $174M | $-41M | $167M | |
| Amort. of Intangibles | $73M | $66M | $69M | $71M | $75M | $74M | $63M | $54M | $45M | $44M | $42M | $50M | |
| Other Non-cash | $3.09B | $2.66B | $2.85B | $-3.23B | $977M | $1.81B | $3.63B | $3.10B | $1.73B | $2.10B | $2.91B | $1.55B | |
| Operating Cash Flow | $4.54B | $4.60B | $3.79B | $3.17B | $3.25B | $3.71B | $5.49B | $5.16B | $4.19B | $3.86B | $4.38B | $3.10B | |
| Investing Cash Flow | $-4.14B | $-5.40B | $-1.35B | $1.06B | $-5.69B | $-5.00B | $-7.69B | $-5.70B | $-4.05B | $-5.15B | $-3.17B | · | |
| Debt Issued | · | $22M | $692M | $15M | · | $609M | $505M | $81M | $3M | $656M | $805M | $38M | |
| Net Debt Issued | $-400M | $22M | $-72M | $-287M | $-2M | $543M | $473M | $80M | $-54M | $-143M | $752M | $-62M | |
| Stock Issued | $44M | $68M | $58M | $182M | $87M | $43M | $38M | $64M | $162M | $38M | $76M | $78M | |
| Stock Repurchased | $903M | $1.04B | $740M | $1.66B | $937M | $307M | $281M | $672M | $220M | $277M | $301M | $223M | |
| Net Stock Activity | $-859M | $-975M | $-683M | $-1.48B | $-850M | $-264M | $-243M | $-608M | $-58M | $-240M | $-224M | $-145M | |
| Dividends Paid | $684M | $658M | $626M | $642M | $654M | $614M | $606M | $599M | $540M | $465M | $441M | $377M | |
| Financing Cash Flow | $-182M | $300M | $-2.59B | $-1.72B | $1.92B | $1.62B | $1.73B | $1.05B | $-384M | $1.45B | $-509M | · | |
| Net Change in Cash | $219M | $-496M | $-140M | $2.52B | $-518M | $334M | $-462M | $507M | $-249M | $155M | $701M | $-508M | |
| Taxes Paid | $221M | $118M | $68M | $142M | $110M | $-172M | $-8M | $-96M | $79M | $179M | $130M | $74M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 7.6% | 9.7% | 4.6% | 27.5% | 12.0% | 9.5% | 8.6% | 10.9% | 16.4% | 10.6% | 10.3% | 10.9% | |
| EBITDA Margin | 1.6% | 1.6% | 2.0% | 1.7% | 1.9% | 1.7% | 1.4% | 1.4% | 1.4% | 1.5% | 1.6% | 1.6% | |
| ROA | 0.36% | 0.51% | 0.21% | 1.6% | 0.57% | 0.49% | 0.54% | 0.62% | 0.96% | 0.59% | 0.56% | 0.54% | |
| ROE | 10.3% | 14.3% | 6.0% | 36.9% | 10.5% | 8.9% | 10.7% | 12.8% | 20.0% | 13.5% | 12.7% | 11.5% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $54.67 | $49.01 | $46.17 | $41.07 | $61.40 | $60.59 | $52.85 | $40.75 | $44.46 | $35.55 | $31.95 | $34.65 | |
| Revenue / Share | $69.23 | $68.54 | $55.87 | $68.51 | $52.26 | $53.30 | $57.73 | $49.30 | $48.08 | $42.34 | $40.15 | $35.08 | |
| Cash Flow / Share | $20.10 | $19.56 | $15.50 | $12.43 | $11.79 | $13.52 | $19.55 | $17.85 | $14.29 | $13.18 | $14.69 | $10.39 | |
| Cash / Share | $20.38 | $18.62 | $19.91 | $19.91 | $8.91 | $10.43 | $9.10 | $10.65 | $8.55 | $9.45 | $8.80 | $6.34 | |
| Dividend / Share | $3.08 | $2.85 | $2.60 | $2.56 | $2.44 | $2.24 | $2.18 | $2.10 | $1.87 | $1.61 | $1.50 | $1.28 | |
| EPS (TTM) | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 | $5.05 | $4.96 | $5.36 | $7.88 | $4.50 | $4.06 | $3.65 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.1% | 18.0% | -22.1% | 21.5% | -2.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.8% | 3.8% | -2.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -21.4% | 162.0% | -86.3% | 221.8% | 14.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -34.4% | 4.9% | -20.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 0.78% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -24.6% | 152.1% | -86.9% | 201.0% | 13.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -37.1% | -0.19% | -23.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | |
| Net Income TTM | $1.19B | $1.57B | $623M | $4.76B | $1.58B | $1.40B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | |
| Market Cap | $19.18B | $17.51B | $18.60B | $20.43B | $18.93B | $13.56B | $15.21B | $12.35B | $20.39B | $16.65B | $13.11B | $15.27B | |
| Enterprise Value | $14.77B | $13.45B | $13.95B | $15.67B | $16.68B | $10.79B | $12.79B | $9.41B | $17.96B | $13.98B | $10.72B | $13.43B | |
| P/E | 16.8 | 11.6 | 30.9 | 4.5 | 12.5 | 9.8 | 11.1 | 8.2 | 9.0 | 12.9 | 11.1 | 14.2 | |
| P/S | 1.2 | 1.1 | 1.4 | 1.2 | 1.3 | 0.9 | 0.9 | 0.9 | 1.4 | 1.3 | 1.1 | 1.5 | |
| P/B | 1.6 | 1.6 | 1.7 | 2.0 | 1.2 | 0.8 | 1.0 | 1.1 | 1.6 | 1.6 | 1.4 | 1.5 | |
| P / Tangible Book | 2.1 | 2.1 | 2.4 | 3.0 | 1.5 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 4.2 | 3.8 | 4.9 | 6.4 | 5.9 | 3.6 | 2.8 | 2.4 | 4.9 | 4.3 | 3.0 | 4.9 | |
| EV / EBITDA | 58.8 | 52.5 | 51.2 | 52.9 | 60.6 | 42.8 | 56.4 | 45.9 | 91.8 | 74.9 | 55.6 | 79.2 | |
| EV / Revenue | 0.9 | 0.8 | 1.0 | 0.9 | 1.2 | 0.7 | 0.8 | 0.7 | 1.3 | 1.1 | 0.9 | 1.3 | |
| Dividend Yield | 3.6% | 3.8% | 3.4% | 3.1% | 3.5% | 4.5% | 4.0% | 4.9% | 2.6% | 2.8% | 3.4% | 2.5% | |
| Earnings Yield | 5.9% | 8.6% | 3.2% | 22.2% | 8.0% | 10.2% | 9.0% | 12.1% | 11.2% | 7.8% | 9.0% | 7.0% | |
| Payout Ratio | 57.7% | 41.9% | 100.4% | 13.4% | 38.2% | 44.0% | 43.5% | 38.7% | 23.4% | 35.3% | 35.7% | 32.9% | |
| Annual Payout | $684M | $658M | $626M | $642M | $654M | $614M | $606M | $599M | $540M | $465M | $441M | $377M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.91B | $3.53B | $4.58B | $3.68B | $3.67B | $3.70B | $4.75B | $3.01B | $4.31B | $4.05B | $4.60B | $3.56B | $2.82B | $4.63B | $6.66B | $3.10B | |
| Income Tax | $66M | $69M | $110M | $14M | $70M | $-34M | $210M | $-100M | $87M | $95M | $355M | $60M | $-78M | $329M | $837M | $35M | |
| Net Income | $403M | $425M | $517M | $214M | $406M | $48M | $905M | $-220M | $353M | $532M | $1.25B | $389M | $-140M | $1.32B | $3.12B | $339M | |
| EPS (Basic) | $1.87 | $1.96 | $2.34 | $0.96 | $1.81 | $0.21 | $3.95 | $-0.95 | $1.51 | $2.26 | $5.17 | $1.60 | $-0.58 | $5.31 | $12.35 | $1.31 | |
| EPS (Diluted) | $1.84 | $1.93 | $2.30 | $0.95 | $1.79 | $0.21 | $3.92 | $-0.95 | $1.49 | $2.22 | $5.10 | $1.58 | $-0.58 | $5.22 | $12.17 | $1.28 | |
| Shares (Basic) | 215,900,000 | 217,200,000 | · | 222,400,000 | 224,100,000 | 225,700,000 | · | 230,700,000 | 233,800,000 | 236,000,000 | 241,100,000 | 242,700,000 | 243,400,000 | 248,000,000 | 252,600,000 | 259,400,000 | |
| Shares (Diluted) | 218,700,000 | 220,300,000 | · | 225,200,000 | 226,500,000 | 228,800,000 | · | 230,700,000 | 236,600,000 | 239,400,000 | 244,300,000 | 245,500,000 | 243,400,000 | 251,900,000 | 256,300,000 | 263,800,000 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.26B | $4.05B | $4.43B | $5.14B | $3.66B | $3.88B | $4.21B | $6.17B | $4.82B | $4.17B | $4.56B | $4.07B | $4.64B | $4.24B | $3.17B | $2.74B | |
| Goodwill | $1.60B | $1.59B | $1.60B | $1.58B | $1.58B | $1.57B | $1.55B | $1.60B | $1.57B | $1.57B | $1.59B | $1.64B | $1.64B | $1.55B | $1.59B | $1.66B | |
| Intangibles | $1.26B | $1.27B | $1.27B | $1.27B | $1.28B | $1.29B | $1.39B | $1.42B | $1.42B | $1.44B | $1.48B | $1.52B | $1.54B | $1.52B | $1.55B | $1.60B | |
| Total Assets | $352.75B | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B | $308.68B | $287.95B | $299.19B | $299.41B | $282.58B | $293.22B | $291.54B | |
| Short-term Debt | $16M | $18M | $28M | $13M | $24M | $29M | $153M | $37M | $50M | $51M | $24M | $26M | $24M | $66M | $67M | $279M | |
| Deferred Tax | $1.93B | $1.86B | $1.86B | $1.79B | $1.77B | $1.79B | $1.71B | $1.77B | $1.74B | $1.73B | $1.48B | $1.41B | $1.42B | $1.08B | $1.42B | $1.37B | |
| Total Liabilities | $339.86B | $320.31B | $328.99B | $322.36B | $311.25B | $301.41B | $302.19B | $311.26B | $297.44B | $297.08B | $276.97B | $288.53B | $288.87B | $272.84B | $281.87B | $279.28B | |
| Long-term Debt | $4.32B | $3.93B | $3.93B | $3.92B | $3.92B | $4.32B | $3.96B | $3.93B | $3.93B | $3.93B | $3.93B | $3.99B | $4.69B | $3.98B | $4.28B | $4.28B | |
| Total Debt | $16M | $18M | · | $13M | $24M | $29M | · | $37M | $50M | $51M | $24M | $26M | $24M | $66M | $67M | $279M | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Paid-in Capital | $11.43B | $11.35B | $11.28B | $11.24B | $11.20B | $11.16B | $11.10B | $11.05B | $11.01B | $10.95B | $10.87B | $10.83B | $10.79B | $10.64B | $10.55B | $10.40B | |
| Retained Earnings | $18.54B | $18.32B | $18.07B | $17.73B | $17.69B | $17.46B | $17.58B | $16.85B | $17.24B | $17.05B | $17.72B | $16.63B | $16.40B | $17.21B | $15.99B | $13.09B | |
| Treasury Stock | $13.77B | $13.52B | $13.28B | $13.00B | $12.77B | $12.62B | $12.38B | $12.07B | $11.82B | $11.57B | $11.08B | $10.88B | $10.78B | $10.34B | $9.88B | $9.68B | |
| AOCI | $-4.07B | $-4.34B | $-4.19B | $-4.31B | $-4.71B | $-4.79B | $-5.22B | $-4.58B | $-5.41B | $-5.26B | $-6.84B | $-6.25B | $-6.20B | $-8.07B | $-5.63B | $-1.92B | |
| Stockholders' Equity | $12.14B | $11.82B | $11.88B | $11.67B | $11.42B | $11.22B | $11.09B | $11.24B | $11.01B | $11.19B | $10.67B | $10.34B | $10.22B | $9.45B | $11.04B | $11.90B | |
| Liabilities + Equity | $352.75B | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B | $308.68B | $287.95B | $299.19B | $299.41B | $282.58B | $293.22B | $291.54B | |
| Shares Outstanding | 214,635,434 | 216,449,333 | 217,380,912 | 220,516,810 | 223,185,689 | 224,971,715 | 226,225,161 | 229,291,302 | 232,293,387 | 235,032,781 | 239,657,860 | 242,000,000 | 243,100,000 | 244,900,000 | 249,900,000 | 252,200,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $2.08B | $187M | $1.74B | $1.00B | $812M | $977M | $1.46B | $1.13B | $1.43B | $584M | $1.05B | $1.10B | $695M | $1.17B | $807M | $32M | |
| Investing Cash Flow | $-1.42B | $-960M | $-3.10B | $168M | $-250M | $-953M | $-3.77B | $2M | $-288M | $-1.34B | $-50M | $22M | $-1.10B | $588M | $-225M | $127M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $692M | · | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $691M | · | · | $-500.0K | |
| Stock Issued | $41M | $28M | $10M | $6M | $13M | $14M | $25M | $9M | $21M | $13M | $10M | $14M | $20M | $53M | $29M | $20M | |
| Stock Repurchased | $258M | $235M | $275M | $228M | $159M | $240M | $306M | $252M | $250M | $234M | $201M | $100M | $188M | $459M | $197M | $754M | |
| Net Stock Activity | · | $-207M | · | · | · | $-226M | · | · | · | $-221M | · | · | $-169M | · | · | $-734M | |
| Dividends Paid | $176M | $174M | $172M | $173M | $170M | $169M | $166M | $165M | $165M | $162M | $156M | $155M | $156M | $157M | $162M | $167M | |
| Financing Cash Flow | $549M | $396M | $651M | $306M | $-779M | $-361M | $349M | $228M | $-496M | $220M | $-511M | $-1.69B | $202M | $-692M | $-151M | $251M | |
| Net Change in Cash | $1.21B | $-377M | $-706M | $1.48B | $-217M | $-336M | $-1.96B | $1.36B | $648M | $-539M | $490M | $-567M | $-207M | $1.07B | $432M | $409M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.3% | 12.0% | · | 5.8% | 11.1% | 1.3% | · | -7.3% | 8.2% | 13.1% | 27.1% | 10.9% | -5.0% | 30.1% | 46.0% | 12.1% | |
| ROA | 0.12% | 0.13% | · | 0.07% | 0.13% | 0.02% | · | -0.07% | 0.12% | 0.18% | 0.44% | 0.13% | -0.05% | 0.48% | 1.0% | 0.13% | |
| ROE | 3.4% | 3.7% | · | 1.9% | 3.6% | 0.43% | · | -2.0% | 3.3% | 5.0% | 12.4% | 3.6% | -1.3% | 10.9% | 22.4% | 2.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $56.57 | $54.59 | · | $52.90 | $51.15 | $49.86 | · | $49.01 | $47.41 | $47.59 | $44.53 | $42.75 | $42.03 | $38.57 | $44.16 | $47.18 | |
| Revenue / Share | $17.86 | $16.02 | · | $16.35 | $16.21 | $16.15 | · | $13.05 | $18.22 | $16.93 | $18.82 | $14.49 | $11.58 | $18.26 | $25.98 | $11.79 | |
| Cash Flow / Share | · | $0.85 | · | · | · | $4.27 | · | · | · | $2.44 | · | · | $2.86 | · | · | $0.12 | |
| Cash / Share | $24.50 | $18.73 | · | $23.30 | $16.39 | $17.23 | · | $26.93 | $20.73 | $17.74 | $19.05 | $16.83 | $19.09 | $17.31 | $12.70 | $10.87 | |
| Dividend / Share | $0.82 | $0.80 | $0.79 | $0.78 | $0.76 | $0.75 | $0.73 | $0.72 | $0.71 | $0.69 | $0.65 | $0.64 | $0.64 | $0.64 | $0.64 | $0.64 | |
| EPS (TTM) | $7.02 | $6.97 | · | $6.87 | $4.97 | $4.67 | · | $-0.79 | $5.26 | $5.35 | $6.06 | $6.18 | $16.77 | $19.95 | $16.05 | $5.20 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.69B | $15.46B | · | $15.80B | $15.13B | $15.77B | · | $14.07B | $15.65B | $14.90B | $14.13B | $14.15B | $17.26B | $18.64B | $17.44B | $14.31B | |
| Net Income TTM | $1.56B | $1.56B | · | $1.57B | $1.14B | $1.09B | · | $-206M | $1.26B | $1.30B | $1.48B | $1.55B | $4.28B | $5.11B | $4.16B | $1.40B | |
| Market Cap | $23.13B | $19.50B | · | $18.28B | $17.73B | $18.98B | · | $19.70B | $18.22B | $20.29B | $17.27B | $18.35B | $18.07B | $17.67B | $16.69B | $18.51B | |
| Enterprise Value | $17.89B | $15.47B | · | $13.16B | $14.09B | $15.13B | · | $13.56B | $13.46B | $16.17B | $12.73B | $14.31B | $13.45B | $13.50B | $13.58B | $16.05B | |
| P/E | 15.4 | 12.9 | · | 12.1 | 16.0 | 18.1 | · | -108.7 | 14.9 | 16.1 | 11.9 | 12.3 | 4.4 | 3.6 | 4.2 | 14.1 | |
| P/S | 1.5 | 1.3 | · | 1.2 | 1.2 | 1.2 | · | 1.4 | 1.2 | 1.4 | 1.2 | 1.3 | 1.0 | 0.9 | 1.0 | 1.3 | |
| P/B | 1.9 | 1.7 | · | 1.6 | 1.6 | 1.7 | · | 1.8 | 1.7 | 1.8 | 1.6 | 1.8 | 1.8 | 1.9 | 1.5 | 1.6 | |
| P / Tangible Book | 2.5 | 2.2 | · | 2.1 | 2.1 | 2.3 | · | 2.4 | 2.3 | 2.5 | 2.3 | 2.6 | 2.6 | 2.8 | 2.1 | 2.1 | |
| P / Cash Flow | · | 104.2 | · | · | · | 19.4 | · | · | · | 34.7 | · | · | 26.0 | · | · | 587.7 | |
| EV / Revenue | 1.1 | 1.0 | · | 0.8 | 0.9 | 1.0 | · | 1.0 | 0.9 | 1.1 | 0.9 | 1.0 | 0.8 | 0.7 | 0.8 | 1.1 | |
| Dividend Yield | 3.0% | 3.5% | · | 3.7% | 3.8% | 3.5% | · | 3.3% | 3.5% | 3.1% | 3.6% | 3.4% | 3.5% | 3.7% | 4.0% | 3.6% | |
| Earnings Yield | 6.5% | 7.7% | · | 8.3% | 6.3% | 5.5% | · | -0.92% | 6.7% | 6.2% | 8.4% | 8.2% | 22.6% | 27.7% | 24.0% | 7.1% | |
| Payout Ratio | · | 40.9% | · | · | · | 351.4% | · | · | · | 30.5% | · | · | -111.0% | · | · | 44.4% | |
| Annual Payout | $695M | $688M | · | $677M | $670M | $665M | · | $652M | $643M | $632M | $623M | $624M | $631M | $655M | $665M | $669M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B |
| Net Income | $1.19B | $1.57B | $623M | $4.76B | $1.58B |
| Diluted EPS | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 1,008 filers · $18.5B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
1,008
Value held
$18.5B
New positions
107
Exited positions
52
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 107 (-31 vs prior Q) | 52 (-21 vs prior Q) | 388 (+42 vs prior Q) | 267 (+11 vs prior Q) | +3.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2,378,944,665 | 26,969,104 | 12.85% | Shares |
| BlackRock, Inc. | $2,157,181,472 | 20,014,673 | 11.65% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,452,817,061 | 13,479,468 | 7.85% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,214,251,420 | 11,266,018 | 6.56% | Shares |
| STATE STREET CORP | $1,106,346,180 | 10,264,856 | 5.98% | Shares |
| BANK OF AMERICA CORP /DE/ | $741,959,964 | 6,884,023 | 4.01% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $700,792,889 | 6,502,068 | 3.79% | Shares |
| Capital World Investors | $650,991,739 | 6,040,005 | 3.52% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $609,987,592 | 5,681,672 | 3.29% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $422,868,602 | 3,923,279 | 2.28% | Shares |
| Invesco Ltd. | $406,507,460 | 3,771,641 | 2.20% | Shares |
| NORTHERN TRUST CORP | $350,252,988 | 3,249,703 | 1.89% | Shares |
| MORGAN STANLEY | $322,062,387 | 2,988,144 | 1.74% | Shares |
| GOLDMAN SACHS GROUP INC | $269,452,100 | 2,500,019 | 1.46% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $249,517,694 | 2,315,065 | 1.35% | Shares |
| NORGES BANK | $217,141,672 | 2,014,675 | 1.17% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $177,658,623 | 1,971,575 | 0.96% | Shares |
| Legal & General Group Plc | $164,847,680 | 1,529,483 | 0.89% | Shares |
| JPMORGAN CHASE & CO | $159,813,457 | 1,472,797 | 0.86% | Shares |
| UBS Group AG | $139,690,758 | 1,296,073 | 0.75% | Shares |
| DEUTSCHE BANK AG\ | $132,734,626 | 1,231,533 | 0.72% | Shares |
| Bank of New York Mellon Corp | $124,372,452 | 1,153,947 | 0.67% | Shares |
| HSBC HOLDINGS PLC | $124,295,776 | 1,153,117 | 0.67% | Shares |
| LPL Financial LLC | $122,231,664 | 1,134,085 | 0.66% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $120,815,344 | 1,120,944 | 0.65% | Shares |
| FEDERATED HERMES, INC. | $104,849,893 | 972,814 | 0.57% | Shares |
| ROYAL BANK OF CANADA | $99,685,000 | 924,893 | 0.54% | Shares |
| Amundi | $96,502,441 | 895,365 | 0.52% | Shares |
| AMERICAN CENTURY COMPANIES INC | $94,203,248 | 874,031 | 0.51% | Shares |
| AustralianSuper Pty Ltd | $82,923,561 | 769,378 | 0.45% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $81,832,396 | 759,254 | 0.44% | Shares |
| WELLS FARGO & COMPANY/MN | $81,417,870 | 755,407 | 0.44% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $81,276,467 | 754,096 | 0.44% | Shares |
| RAYMOND JAMES FINANCIAL INC | $73,679,053 | 683,606 | 0.40% | Shares |
| BARCLAYS PLC | $71,778,357 | 665,971 | 0.39% | Shares |
| Swiss National Bank | $65,907,470 | 611,500 | 0.36% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63,783,126 | 591,790 | 0.34% | Shares |
| National Pension Service | $57,974,431 | 537,896 | 0.31% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $57,590,195 | 534,331 | 0.31% | Shares |
| Nuveen, LLC | $55,883,515 | 518,497 | 0.30% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $54,241,248 | 503,256 | 0.29% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $52,033,597 | 482,776 | 0.28% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $51,825,474 | 480,845 | 0.28% | Shares |
| FMR LLC | $49,881,644 | 462,810 | 0.27% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $47,807,975 | 443,570 | 0.26% | Shares |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $47,219,819 | 438,113 | 0.26% | Shares |
| Vanguard Global Advisers, LLC | $46,449,515 | 430,966 | 0.25% | Shares |
| California Public Employees Retirement System | $44,908,046 | 416,664 | 0.24% | Shares |
| RHUMBLINE ADVISERS | $44,622,334 | 414,014 | 0.24% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $43,577,287 | 404,317 | 0.24% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Principal Financial Group, Inc., Principal Financial Services, Inc., Principal Life Insurance Company, Principal Holding Company, LLC, Principal Global Investors, LLC ×7 filings | April 6, 2012 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 61 insiders · 30 officers · 28 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Kamal Bhatia | President and CEO - PAM | Sept. 25, 2026 A | 65,869 | 0 | 0 | $0 |
| Deanna D Strable-Soethout | Chair, President and CEO | Sept. 25, 2026 A | 53,584 | 0 | 4 | $-2,352,460 |
| Patrick Gregory Halter | President and CEO - PAM | March 28, 2024 A | 140,562 | 0 | 0 | $0 |
| Joel Pitz | EVP & CFO | Sept. 25, 2026 A | 2,930 | 0 | 0 | $0 |
| Wee Yee Cheong | President - Asia & Middle East | Sept. 25, 2026 A | 67,173 | 0 | 6 | $-2,786,038 |
| Amy Christine Friedrich | President - Benefits & Protect | Sept. 25, 2026 A | 109,440 | 0 | 0 | $0 |
| Christopher J Littlefield | President - RIS | Sept. 25, 2026 A | 77,279 | 0 | 0 | $0 |
| Renee V. Schaaf | President - RIS | Aug. 15, 2022 S | 32,278 | 0 | 0 | $0 |
| Nora Mary Everett | President - RIS | March 29, 2019 A | 49,240 | 0 | 0 | $0 |
| James P Mccaughan | President - Global Asset Mgmt. | Sept. 4, 2018 M | 149,329 | 0 | 0 | $0 |
| John E Aschenbrenner | President - Ins. & Fin. Svcs. | Dec. 4, 2009 A | 88,803 | 0 | 0 | $0 |
| Timothy W. Brown | EVP, General Counsel and Sec | Sept. 25, 2026 A | 22,442 | 0 | 0 | $0 |
| Vivek Agrawal | EVP & Chief Growth Officer | Sept. 25, 2026 A | 46,762 | 0 | 0 | $0 |
| Kenneth A. Mccullum | EVP - Chief Risk Officer | Sept. 25, 2026 A | 41,141 | 0 | 0 | $0 |
| Kathleen B Kay | EVP-Chief Information Officer | Sept. 25, 2026 A | 44,683 | 0 | 0 | $0 |
| George Djurasovic | Interim General Counsel | April 30, 2026 S | 21,905 | 0 | 2 | $-259,334 |
| Natalie Lamarque | EVP, General Counsel, and Secr | June 27, 2025 A | 100,573 | 0 | 0 | $0 |
| Daniel Joseph Houston | Executive Chairman | June 27, 2025 A | 271,613 | 0 | 0 | $0 |
| Luis E. Valdes | Executive Chairman, Latam | Dec. 20, 2023 A | 27,668 | 0 | 0 | $0 |
| Roberto Walker | EVP, Principal Latin American | June 30, 2023 A | 40,433 | 0 | 0 | $0 |
| Mark S. Lagomarcino | SVP, General Counsel & Secty | June 24, 2022 A | 10,818 | 0 | 0 | $0 |
| Karen E Shaff | EVP, Gen'l Counsel, Secretary | June 26, 2020 A | 102,780 | 0 | 0 | $0 |
| Gary P Scholten | EVP & Ch Info Officer | March 27, 2020 A | 86,268 | 0 | 0 | $0 |
| Gregory Bernard Elming | SVP & Chief Risk Officer | Dec. 28, 2017 A | 20,843 | 0 | 0 | $0 |
| Terrance Lillis | EVP | March 31, 2017 A | 99,715 | 0 | 0 | $0 |
| Ralph Craig Eucher | EVP | Feb. 23, 2015 A | 59,916 | 0 | 0 | $0 |
| Mary A Okeefe | Sr. VP & Chief Mktg. Off. | June 27, 2014 A | 53,757 | 0 | 0 | $0 |
| Norman R Sorensen | Chairman-Principal Internat'l | Feb. 27, 2012 A | 47,798 | 0 | 0 | $0 |
| Ellen Z Lamale | Sr. VP & Chief Risk Officer | Feb. 28, 2011 A | 29,242 | 0 | 0 | $0 |
| Michael H Gersie | Executive Vice President | Dec. 5, 2008 A | 2,692 | 0 | 0 | $0 |
| Claudio Muruzabal | Director | Sept. 25, 2026 A | 13,699 | 2 | 1 | $522 |
| Alfredo Rivera | Director | Sept. 25, 2026 A | 16,624 | 0 | 0 | $0 |
| Jonathan Auerbach | Director | Sept. 25, 2026 A | 23,112 | 0 | 0 | $0 |
| Scott Mills | Director | Sept. 25, 2026 A | 36,386 | 0 | 0 | $0 |
| Clare Stack Richer | Director | Sept. 25, 2026 A | 21,550 | 0 | 0 | $0 |
| Diane C Nordin | Director | Sept. 25, 2026 A | 31,548 | 0 | 0 | $0 |
| Blair Pickerell | Director | Sept. 25, 2026 A | 40,100 | 0 | 0 | $0 |
| Elizabeth H Mitchell | Director | Sept. 25, 2026 A | 13,278 | 0 | 0 | $0 |
| Maliz E Beams | Director | Sept. 25, 2026 A | 17,066 | 0 | 0 | $0 |
| Roger C Hochschild | Director | Sept. 25, 2026 A | 41,762 | 0 | 0 | $0 |
| Miller Joycelyn Carter | Director | Sept. 25, 2026 A | 91,979 | 0 | 0 | $0 |
| Michael T Dan | Director | March 31, 2023 A | 54,970 | 0 | 0 | $0 |
| Sandra L Helton | Director | Oct. 19, 2022 S | 35,747 | 0 | 0 | $0 |
| Betsy J Bernard | Director | Dec. 21, 2020 A | 54,068 | 0 | 0 | $0 |
| Daniel Gelatt | Director | June 26, 2020 A | 193,824 | 0 | 0 | $0 |
| Dennis H Ferro | Director | March 29, 2018 A | 27,228 | 0 | 0 | $0 |
| COSTLEY GARY E | Director | March 25, 2016 A | 36,997 | 0 | 0 | $0 |
| Larry D Zimpleman | Director | March 25, 2016 A | 263,514 | 0 | 0 | $0 |
| Luca Maestri | Director | March 27, 2015 A | 12,007 | 0 | 0 | $0 |
| Richard L Keyser | Director | March 27, 2015 A | 36,308 | 0 | 0 | $0 |
| Arjun K Mathrani | Director | March 30, 2012 A | 21,654 | 0 | 0 | $0 |
| Barry J Griswell | Director | April 5, 2010 S | 155,870 | 0 | 0 | $0 |
| Therese M Vaughan | Director | Dec. 5, 2008 A | 5,324 | 0 | 0 | $0 |
| David Y Drury | Director | March 12, 2007 M | 34,420 | 0 | 0 | $0 |
| Charles S Johnson | Director | March 15, 2006 A | 6,044 | 0 | 0 | $0 |
| Federico F Pena | Director | Dec. 16, 2005 A | 5,808 | 0 | 0 | $0 |
| Victor H Loewenstein | Director | Dec. 8, 2003 A | 1,691 | 0 | 0 | $0 |
| Elizebeth E Tallett | · | June 25, 2021 A | 44,432 | 0 | 0 | $0 |
| Timothy Mark Dunbar | · | Feb. 25, 2021 S | 58,584 | 0 | 0 | $0 |
| Julia M Lawler | · | Feb. 22, 2021 S | 48,610 | 0 | 0 | $0 |
| William T Kerr | · | Dec. 15, 2009 A | 13,235 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 133 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| VLLU · Harbor ETF Trust | 3.05% | 1,244 NS | July 31, 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 2.52% | 12,491 SH | Oct. 2, 2026 | Daily |
| SPDV · ETF Series Solutions | 2.23% | 25,847 NS | July 31, 2026 | N-PORT |
| LYLD · Cambria ETF Trust | 2.00% | 1,274 NS | July 31, 2026 | N-PORT |
| BMVP · Invesco Exchange-Traded Fund Trust | 1.85% | 16,435 SH | Oct. 2, 2026 | Daily |
| NUMV · Nushares ETF Trust | 1.74% | 67,954 NS | July 31, 2026 | N-PORT |
| DVY · iShares Trust | 1.38% | 2,825,520 SH | Sept. 11, 2026 | Daily |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.38% | 45,737 SH | Oct. 2, 2026 | Daily |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 1.20% | 335,000 | Oct. 2, 2026 | Daily |
| FDV · Federated Hermes ETF Trust | 1.19% | 92,381 NS | July 31, 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 1.07% | 12,505 SH | Oct. 2, 2026 | Daily |
| SYLD · Cambria ETF Trust | 1.01% | 88,032 NS | July 31, 2026 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0.97% | 595,435 SH | Oct. 2, 2026 | Daily |
| RPV · Invesco Exchange-Traded Fund Trust | 0.73% | 108,024 SH | Oct. 2, 2026 | Daily |
| GSY · Invesco Actively Managed Exchange-T… | 0.64% | 24,837,000 | Oct. 2, 2026 | Daily |
| RCGE · EA Series Trust | 0.48% | 4,236 NS | July 31, 2026 | N-PORT |
| QDF · FlexShares Trust | 0.41% | 80,114 NS | July 31, 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0.40% | 1,387,596 SH | Aug. 19, 2026 | Daily |
| IYF · iShares Trust | 0.38% | 143,083 SH | Sept. 11, 2026 | Daily |
| IMCV · iShares Trust | 0.35% | 35,079 SH | Sept. 11, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.27% | 56,979 NS | July 31, 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.27% | 353,186 SH | Aug. 19, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.26% | 19,131 NS | July 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.25% | 337,000 | Oct. 2, 2026 | Daily |
| IWS · iShares Trust | 0.24% | 320,641 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.22% | 8,189 SH | Sept. 11, 2026 | Daily |
| VO · VANGUARD INDEX FUNDS | 0.22% | 4,680,944 SH | Aug. 19, 2026 | Daily |
| EUSA · iShares, Inc. | 0.21% | 34,951 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.20% | 1,713,408 SH | Oct. 2, 2026 | Daily |
| DFLV · Dimensional ETF Trust | 0.19% | 113,099 NS | July 31, 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.19% | 26,147 NS | July 31, 2026 | N-PORT |
| FAS · Direxion Shares ETF Trust | 0.19% | 38,736 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.18% | 878,742 SH | Sept. 11, 2026 | Daily |
| IMCB · iShares Trust | 0.17% | 25,264 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.16% | 609,781 SH | Sept. 11, 2026 | Daily |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 32,677 NS | July 31, 2026 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.14% | 4,449,000 | Oct. 2, 2026 | Daily |
| IXG · iShares Trust | 0.14% | 8,591 SH | Sept. 11, 2026 | Daily |
| DIVB · iShares Trust | 0.14% | 24,629 SH | Sept. 11, 2026 | Daily |
| VLUE · iShares Trust | 0.14% | 112,858 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.13% | 181,444 NS | July 31, 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0.13% | 6,119 NS | July 31, 2026 | N-PORT |
| MTUM · iShares Trust | 0.13% | 276,448 SH | Sept. 11, 2026 | Daily |
| XOEF · iShares Trust | 0.13% | 245 SH | Sept. 11, 2026 | Daily |
| SPMO · Invesco Exchange-Traded Fund Trust … | 0.12% | 249,194 SH | Oct. 2, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.11% | 22,658 NS | July 31, 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.11% | 3,314,000 | Oct. 2, 2026 | Daily |
| USXF · iShares Trust | 0.10% | 12,865 SH | Sept. 11, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.10% | 854,393 SH | Aug. 19, 2026 | Daily |
| GLOF · iShares Trust | 0.10% | 1,670 SH | Sept. 11, 2026 | Daily |
| VTV · VANGUARD INDEX FUNDS | 0.09% | 2,052,057 SH | Aug. 19, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.09% | 1,110,530 SH | Aug. 19, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.09% | 6,153 SH | Oct. 2, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.09% | 77,410 SH | Oct. 1, 2026 | Daily |
| HAPI · Harbor ETF Trust | 0.09% | 3,783 NS | July 31, 2026 | N-PORT |
| ESG · FlexShares Trust | 0.09% | 990 NS | July 31, 2026 | N-PORT |
| LRGF · iShares Trust | 0.08% | 26,319 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.08% | 24,001 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.08% | 343,330 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.08% | 68,551 SH | Oct. 2, 2026 | Daily |
| IQSU · New York Life Investments ETF Trust | 0.08% | 2,212 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.08% | 3,704 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.08% | 326,162 SH | Sept. 11, 2026 | Daily |
| ILCV · iShares Trust | 0.07% | 8,409 SH | Sept. 11, 2026 | Daily |
| SUSL · iShares Trust | 0.07% | 7,565 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.07% | 172,385 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.07% | 33,298 SH | Sept. 11, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 5,858 SH | Aug. 19, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.07% | 45,147 SH | Aug. 19, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 2,773 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.07% | 474,938 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 4,584 SH | Oct. 2, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.06% | 129,189 SH | Aug. 19, 2026 | Daily |
| ESGG · FlexShares Trust | 0.06% | 570 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.05% | 10 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.05% | 52,870 NS | July 31, 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.04% | 6,503 SH | Oct. 2, 2026 | Daily |
| TOPC · iShares Trust | 0.04% | 118 SH | Sept. 11, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.04% | 252,288 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.04% | 48,394 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.04% | 863 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.04% | 19,206 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.04% | 4,538 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.04% | 223 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.04% | 2,245 SH | Sept. 11, 2026 | Daily |
| XCLR · Global X Funds | 0.04% | 12 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.04% | 29,625 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.04% | 16 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.04% | 3,637 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.04% | 4,165 SH | Sept. 11, 2026 | Daily |
| CHRI · Global X Funds | 0.04% | 26 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.04% | 162 NS | July 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.04% | 37,454 SH | Oct. 2, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.04% | 67,174 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.04% | 10,130 NS | July 31, 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0.04% | 18 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.04% | 147,724 SH | Sept. 11, 2026 | Daily |
| PTLC · Pacer Funds Trust | 0.04% | 10,036 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.03% | 2,477,830 SH | Sept. 11, 2026 | Daily |
| ACVF · ETF Opportunities Trust | 0.03% | 455 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.03% | 6,478 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.03% | 58,799 SH | Sept. 11, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.03% | 1,160 SH | Oct. 2, 2026 | Daily |
| IYY · iShares Trust | 0.03% | 8,479 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.03% | 741 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.03% | 261,407 SH | Sept. 11, 2026 | Daily |
| QDPL · Pacer Funds Trust | 0.03% | 4,710 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.03% | 622 SH | Sept. 11, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.03% | 5,104,289 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.03% | 6,858,459 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.03% | 35,284 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.03% | 18,031 SH | Aug. 19, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.03% | 156 SH | Oct. 1, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.03% | 1,374 NS | July 31, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.03% | 19,651 SH | Sept. 11, 2026 | Daily |
| HDUS · Lattice Strategies Trust | 0.03% | 481 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.03% | 15,367 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.02% | 69,678 SH | Sept. 11, 2026 | Daily |
| USCL · iShares Trust | 0.02% | 5,647 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 186,121 SH | Aug. 19, 2026 | Daily |
| GTO · Invesco Actively Managed Exchange-T… | 0.01% | 419,000 | Oct. 2, 2026 | Daily |
| CRBN · iShares Trust | 0.01% | 1,244 SH | Sept. 11, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IAK · iShares Trust | · | 104,769 SH | Sept. 11, 2026 | Daily |
PFG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 23 analysts
HOLD
Median target
$113.50
+1.4%
0 0.0%
Strong Buy
2 8.7%
Buy
14 60.9%
Hold
6 26.1%
Sell
1 4.3%
Strong Sell
12-Month Price Target
12 analysts · 2026-09-30Mean target $112.08 +0.1%
Now
Current price $111.96
Low$92.00
Mean$112.08
High$128.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | · |
| MET | $51.73B | 16.8 | 8.6% | 4.4% | 12.1% | · |
| AFL | $57.20B | 16.2 | -9.3% | 21.2% | 12.9% | · |
| PRU | · | · | · | · | · | · |
| UNM | · | · | · | · | · | · |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | · |
| OSCR | · | -8.5 | 27.5% | -3.8% | -44.5% | · |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | · |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | · |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Expired
risk 1
reward 1.67
entry
$86.30
R:R 1.67
BOUNCE_UP
Stopped out
risk 1
reward 2.00
entry
$91.79
R:R 2.00
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 29, 2026