Principal Financial (PFG) Insider Jocelyn Buys 669 Shares

Principal Financial Group insider Carter Miller Jocelyn acquired 669 shares on June 26, 2026, joining a group of leaders purchasing stock.

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Carter Miller Jocelyn bought 669 shares of Principal Financial Group, Inc. ($PFG) on June 26, 2026. The trade was reported to the SEC in a Form 4 filing.

Since the trade, $PFG is up 4.5% after 1 week, up 3.3% after 1 month and up 1.8% to date (from the $106.94 close on Jun 26, 2026).

Find the original: PFG Form 4 filings on SEC EDGAR

PFG Principal Financial Group, Inc.
$108.81 +24.70% year to date
Daily close · Oct 16, 2026

Key Points

  • Carter Miller Jocelyn acquired 669 shares of Principal Financial Group Inc. (NasdaqGS: PFG) on June 26, 2026.
  • The transaction formed part of a coordinated purchasing wave across several leaders at the asset management firm on the same day.
  • Principal Financial Group shares trade alongside a consensus hold rating and an average analyst price target of $111.83.

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Carter Miller Jocelyn Purchases Principal Financial Group Shares

Carter Miller Jocelyn picked up 669 shares of Principal Financial Group Inc. (NasdaqGS: PFG) on June 26, 2026. The purchase arrived as part of a wider trend of internal buying across the asset management firm during the summer session.

A Broader Wave of Insider Buying

Multiple executives and leaders at the firm added to their holdings on June 26, 2026. Cheong Wee Yee, President for Asia & Middle East, picked up 368 shares. Christopher Littlefield, President of Retirement and Income Solutions, added 559 shares. Other leaders also participated in the buying wave, including Claudio Muruzabal acquiring 100 shares, Richer Clare Stack picking up 142 shares, Jonathan Auerbach buying 166 shares, and Mary Beams purchasing 109 shares.

Stock Valuation and Market Context

Principal Financial Group shares change hands while the broader asset manager navigates its valuation metrics. The firm trades with a price-to-earnings ratio of 16.57 and a forward price-to-earnings ratio of 11.21.

Dividend Payments

The company distributes an annual dividend of $3.36 per share, giving the payout a yield of 2.86% based on recent market pricing.

Analysts Set New Price Targets

Wall Street firms continue to evaluate the stock through regular target updates. On October 15, 2026, JP Morgan maintained a neutral rating with a $106.00 price target. Wells Fargo kept an equal-weight rating on October 12, 2026, alongside a $113.00 price target. Keefe, Bruyette & Woods held a market perform rating with a $115.00 target on October 9, 2026, while Barclays maintained an underweight rating and an $86.00 target on October 7, 2026. Piper Sandler kept an overweight rating on September 28, 2026, setting a $128.00 target, and UBS maintained a neutral rating with a $120.00 target on September 10, 2026. Earlier in the summer, JP Morgan held a neutral rating with a $107.00 target on August 3, 2026, and Bank of America Securities maintained an underperform rating with a $104.00 target on July 28, 2026. Across the wider analyst community, the stock holds a consensus hold recommendation and a mean price target of $111.83 across 12 opinions.

About Principal Financial Group

Principal Financial Group delivers retirement solutions, asset management, and insurance coverage to corporate clients, individual customers, and institutional investors around the world. The company organizes its operations across retirement solutions, asset management, and protection divisions, serving markets ranging from small business owners to large pension plans.

Outlook and What to Watch

Market participants will track upcoming reporting dates for further clarity on financial performance, with the company scheduled to release its next earnings report on October 26, 2026. Insider transactions of this nature reflect individual participation by corporate officers and do not represent formal investment guidance.

Source: Carter Miller Jocelyn's Form 4 filing on $PFG (Jun 26, 2026). Find the original filing: PFG Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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