| PFG |
Report |
Operating EPS (Q2'26, ex-significant variances) |
BEAT |
pred ~$2.36 vs. cons ~$2.32 |
MEDIUM |
| PFG |
Report |
Total managed AUM (6/30/26) |
BEAT |
pred ~$808B vs. cons ~$800B |
HIGH |
| PFG |
Report |
Specialty Benefits loss ratio (SBD, Q2 seasonal dental peak) |
MISS |
pred ~61% vs. cons ~60% |
MEDIUM |
| PFG |
Guide |
FY26 operating EPS growth target |
UNCHANGED |
guide ~9-12% reaffirmed vs. cons ~7-8% (FY2026) |
MEDIUM |
| PFG |
Guide |
FY26 ROE target |
UNCHANGED |
guide ~15-17% reaffirmed vs. cons ~16% (FY2026) |
MEDIUM |
| PFG |
Guide |
FY26 total capital deployment / buybacks (Chile proceeds) |
BETTER |
guide ~$1.5-1.8B vs. cons ~$1.4-1.5B (FY2026) |
MEDIUM |
| PFG |
Guide |
Variable investment income / real estate transaction cadence |
BETTER |
guide 2H VII pickup, FY ~$450M+ vs. cons ~$400M (FY2026 vs 2025) |
LOW |
| PFG |
Guide |
RIS pretax operating margin |
BETTER |
guide upper end ~41% vs. cons ~40% (FY2026) |
MEDIUM |
| PFG |
Guide |
Life Insurance margin (mortality normalization) |
LOWER |
guide low end ~12% vs. cons ~14% (FY2026) |
MEDIUM |
| PFG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| PFG |
Return |
5-day cumulative residual |
+0.3% (FADE) |
A modest clean beat driven by the pre-announced AUM/market tailwind gets a small day-1 pop, but the stock sits near 52-week highs (+22% YTD) with an elevated bar and ~6% de-risking already done. Out-period math pulls estimates back: management flags Q1 as seasonally strongest for RIS flows, sequential give-backs in Life mortality and IP run-rate (mid-$70Ms), higher dental loss ratio in Q2, and a light Q2 PRT pipeline. Even with reaffirmed FY targets, the quality/sustainability skew keeps out-quarter revisions flattish-to-down, so the initial gain fades toward flat. |
LOW |