| PFG |
Report |
Adjusted non-GAAP operating EPS |
BEAT |
pred ~$2.38 vs. cons $2.32 |
MEDIUM |
| PFG |
Report |
Investment Management net cash flow |
MISS |
pred ~-$6.0B vs. cons -$3.0B |
MEDIUM |
| PFG |
Report |
Specialty Benefits incurred loss ratio |
BEAT |
pred ~60.2% vs. cons 61.2% |
MEDIUM |
| PFG |
Guide |
Adjusted non-GAAP operating EPS growth |
BETTER |
guide ~10.5% vs. cons 9.9% (FY2026) |
MEDIUM |
| PFG |
Guide |
Specialty Benefits incurred loss ratio |
BETTER |
guide ~60.0% vs. cons 61.0% (FY2026) |
MEDIUM |
| PFG |
Guide |
Capital deployment |
UNCHANGED |
guide ~$1.65B vs. cons $1.65B (FY2026) |
HIGH |
| PFG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.1% |
— |
MEDIUM |
| PFG |
Return |
5-day cumulative residual |
-3.4% (FOLLOW-THROUGH) |
The roughly $0.06 Q2 EPS beat versus consensus is outweighed by an estimated -$6.0B Investment Management flow result versus -$3.0B consensus. Weak organic flows and normalization of underwriting benefits are likely to reduce FY2027 EPS estimates by roughly $0.10, producing negative revision follow-through despite unchanged FY2026 targets. |
MEDIUM |