8-K current report · filed Jul 27, 2026

Principal Financial Group (PFG) 8-K Current Report: July 27, 2026

Item 2.02Item EX-99.1PFG overview

Short answer

Principal Financial Group (PFG) filed an 8-K current report with the SEC on July 27, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 2026 results announcement covering the quarter ended June 30, 2026.

Principal Financial Group 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q2 2026 results announcement covering the quarter ended June 30, 2026
  • Full operating and financial details provided in Exhibit 99
  • Investor focus: quarterly performance, financial condition, and management commentary in the exhibit

Item EX-99.1 · Exhibit EX-99.1

  • Q2 2026 adjusted operating EPS $2.42, up 17%; underlying earnings growth strengthened despite GAAP net income slipping 1% to $403.4M
  • Capital returns totaled $427M, including $250M buybacks and $177M dividends; shares outstanding fell to 214.6M
  • Quarterly dividend increased $0.02 to $0.84 per share, payable September 25, supporting an 8% year-over-year income-growth signal
  • AUM reached $808B and AUA $1.9T, but AUM net cash flow remained negative at $(11.1)B
  • Specialty Benefits and International Pension led segment momentum, with operating earnings up 25% and 24%, respectively; excess capital totaled $1.6B

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