| PFG |
Report |
Non-GAAP operating EPS |
BEAT |
pred ~$2.35 vs. cons $2.32 |
MEDIUM |
| PFG |
Report |
Principal Asset Management—Investment Management pretax operating earnings |
BEAT |
pred ~$171M vs. cons $166M |
LOW |
| PFG |
Report |
Specialty Benefits pretax operating earnings |
MISS |
pred ~$108M vs. cons $113M |
MEDIUM |
| PFG |
Guide |
FY2026 non-GAAP operating EPS growth objective |
UNCHANGED |
guide ~10.5% midpoint vs. cons 10.7% (FY2026) |
HIGH |
| PFG |
Guide |
FY2026 share-repurchase deployment |
UNCHANGED |
guide ~$0.95B midpoint vs. cons $0.95B (FY2026) |
HIGH |
| PFG |
Guide |
FY2026 total capital deployment |
UNCHANGED |
guide ~$1.65B midpoint vs. cons $1.65B (FY2026) |
HIGH |
| PFG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| PFG |
Return |
5-day cumulative residual |
+0.2% (FADE) |
A modest EPS beat (~$2.35 vs. $2.32) and fee-income strength are likely offset by Specialty Benefits normalization (~$108M vs. $113M) and unchanged FY2026 EPS-growth framing (~10.5% midpoint vs. 10.7% consensus), limiting out-period estimate revisions after the initial reaction. |
MEDIUM |