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AI English summary of an SEC filing — figures as filed

Principal Financial Group logoPrincipal Financial Group PFG

The company said net income attributable to PFG for Q3 2026 was $631.9 million ($2.91 per diluted share), and non-GAAP operating earnings were $481.8 million ($2.22 per diluted share).

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said net income attributable to PFG for Q3 2026 was $631.9 million ($2.91 per diluted share), and non-GAAP operating earnings were $481.8 million ($2.22 per diluted share).

  2. Principal Financial Group said non-GAAP operating earnings excluding significant variances for Q3 were $540.6 million, and non-GAAP operating earnings per diluted share excluding significant variances were $2.49, up 7% from the prior-year quarter.

  3. The company said it returned $429 million to shareholders in Q3, including $250 million of share repurchases and $179 million of common stock dividends. It also announced a common stock dividend of $0.85 per share for Q4, an increase of $0.01.

  4. The company said Q3 included a $276.7 million pre-tax loss tied to the disposition of its Chilean annuities business, which was part of other impacts of exited business.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 Net Income and Non-GAAP Operating Earnings

The company said net income attributable to PFG for Q3 2026 was $631.9 million ($2.91 per diluted share), and non-GAAP operating earnings were $481.8 million ($2.22 per diluted share).

Source · Based on the filing body and exhibits

Earnings Excluding Significant Variances

Principal Financial Group said non-GAAP operating earnings excluding significant variances for Q3 were $540.6 million, and non-GAAP operating earnings per diluted share excluding significant variances were $2.49, up 7% from the prior-year quarter.

Source · Based on the filing body and exhibits

Shareholder Returns and Dividend Increase

The company said it returned $429 million to shareholders in Q3, including $250 million of share repurchases and $179 million of common stock dividends. It also announced a common stock dividend of $0.85 per share for Q4, an increase of $0.01.

Source · Based on the filing body and exhibits

Loss on Disposition of Chilean Annuities Business

The company said Q3 included a $276.7 million pre-tax loss tied to the disposition of its Chilean annuities business, which was part of other impacts of exited business.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.