PFG — Principal Financial Group, Inc.

Summary

Table of Contents

Company

Data:

{
  "symbol": "PFG",
  "price": 117.03,
  "marketCap": 25056708150,
  "beta": 0.872,
  "lastDividend": 3.25,
  "range": "77.9-121.18",
  "change": 0.865,
  "changePercentage": 0.74463,
  "volume": 69459.91003,
  "averageVolume": 1322853,
  "companyName": "Principal Financial Group, Inc.",
  "currency": "USD",
  "cik": "0001126328",
  "isin": "US74251V1026",
  "cusip": "74251V102",
  "exchangeFullName": "NASDAQ",
  "exchange": "NASDAQ",
  "industry": "Asset Management",
  "website": "https://www.principal.com",
  "description": "Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.",
  "ceo": "Deanna Dawnette Strable-Soethout",
  "sector": "Financial Services",
  "country": "US",
  "fullTimeEmployees": "19700",
  "phone": "515 247 5111",
  "address": "711 High Street",
  "city": "Des Moines",
  "state": "IA",
  "zip": "50392",
  "image": "https://images.financialmodelingprep.com/symbol/PFG.png",
  "ipoDate": "2001-10-23",
  "defaultImage": false,
  "isEtf": false,
  "isActivelyTrading": true,
  "isAdr": false,
  "isFund": false
}

Price / Quote

Data:

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  "symbol": "PFG",
  "name": "Principal Financial Group, Inc.",
  "price": 116.75,
  "changePercentage": 0.50359,
  "change": 0.585,
  "volume": 89105.11515,
  "dayLow": 115.96,
  "dayHigh": 117.48,
  "yearHigh": 121.18,
  "yearLow": 77.9,
  "marketCap": 24996758750,
  "priceAvg50": 112.7678,
  "priceAvg200": 99.5181,
  "exchange": "NASDAQ",
  "open": 115.96,
  "previousClose": 116.165,
  "timestamp": 1789397906,
  "quote_spread": {},
  "chart_vwap_daily": [
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      "t": "2026-08-03",
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    {
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    {
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    {
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  "vwap_summary": {
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    "days_below": 14,
    "pct_days_above": 53,
    "position": "below",
    "gap_pct": -0.13,
    "streak_days": 1
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}

Volume

Data:

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  "volume": 89105.11515,
  "avgVolume": 1322853,
  "short_ratio": [
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      "symbol": "PFG",
      "file_date": "2026-09-11",
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      "short_exempt_volume": 292,
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      "short_volume_ratio": 0.82,
      "signal": "Bearish"
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  "volume_profile": {
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    ],
    "sessions": 20
  }
}

Fundamentals

Data:

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  "symbol": "PFG",
  "marketCap": 25063131300,
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  "netDebtToEBITDATTM": -0.4828184110970996,
  "currentRatioTTM": 0.3022145352578836,
  "incomeQualityTTM": 6.85823754789272,
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        "otherFinancingActivities": 1770300000,
        "netCashProvidedByFinancingActivities": -181800000,
        "effectOfForexChangesOnCash": 0,
        "netChangeInCash": 219100000,
        "cashAtEndOfPeriod": 4431000000,
        "cashAtBeginningOfPeriod": 4211900000,
        "operatingCashFlow": 4536700000,
        "capitalExpenditure": -98000000,
        "freeCashFlow": 4438700000,
        "incomeTaxesPaid": 220700000,
        "interestPaid": 172600000
      }
    ]
  }
}

Technical

Data:

{
  "price": 116.73,
  "rsi": 59.509304626406404,
  "sma20": 113.06249999999984,
  "sma50": 112.8849999999999,
  "sma200": 99.67895000000013,
  "adx": 18.51272205550267,
  "atr": 2.55,
  "atr_pct": 2.18,
  "atr_expansion_pct": 30.8,
  "di_plus": 37.5,
  "di_minus": 18.7,
  "high_52w": 118.51,
  "low_52w": 78.39,
  "structure": {
    "ema8": 115.09119443799159,
    "ema21": 113.82668600028238,
    "ema50": 112.06917225057373,
    "ema200": 101.55725153934577,
    "ema10": 114.78012741684623,
    "ema20": 113.88641539375304,
    "ema10_slope_pct": 1.27,
    "ema20_slope_pct": 0.93,
    "trend_dir": "chop",
    "checks": {
      "price_above_all": true,
      "ema_stacked": true,
      "ema21_rising": true,
      "ema50_rising": true,
      "adx_over_30": false,
      "higher_highs_lows": false,
      "lower_highs_lows": false,
      "near_21ema": false
    },
    "dist_21ema_pct": 2.6,
    "_no_bars": false,
    "macd": {
      "macd": 0.972,
      "signal": 0.553,
      "histogram": 0.419
    },
    "bollinger": {
      "mid": 113.06,
      "upper": 117.98,
      "lower": 108.14,
      "width_pct": 8.7
    },
    "crossover": {
      "fresh_cross": true,
      "pre_compressed": false,
      "held_above_21": true,
      "candles_since": 6,
      "intraday_support": false
    },
    "momentum": {
      "roc10": 4.8,
      "ret_3d": 2.38,
      "ret_5d": 0.04,
      "roc10_accel": -0.58,
      "checks": {
        "roc_over_5": false,
        "rsi_in_band": true,
        "macd_expanding": true,
        "top_quartile_3d": false,
        "no_big_down": true,
        "near_high": true
      },
      "volume": {
        "rvol": 0.08,
        "checks": {
          "rvol_over_2": false,
          "up_vol_beats_down": false,
          "obv_new_high": false,
          "surge_day": true,
          "pullback_declining_vol": false,
          "last_up_beats_down": false
        }
      }
    },
    "relative_strength": {
      "sector": "Financial Services",
      "sector_etf": "XLF",
      "sector_etf_ret10d": -1.09,
      "checks": {
        "beats_spy_all": true,
        "beats_sector_10d": true,
        "rs_line_at_high": false,
        "sector_top3": false
      }
    },
    "commodity": {},
    "universe": {
      "checks": {
        "price_over_20": true,
        "mcap_2b_to_200b": true,
        "dollar_vol_over_10m": true,
        "common_stock": true,
        "no_earnings_7d": true
      },
      "avg_dollar_vol": 154813486.59
    },
    "options": {
      "checks": {
        "call_vol_2x": false,
        "ivr_under_40": false,
        "iv_contracting": false,
        "oi_calls_above_price": true
      },
      "vals": {
        "call_vol_mult": 0.0,
        "iv_rank": 59.0
      }
    }
  }
}

Levels & Bars

Data:

{
  "prior_day": {
    "high": 117.42,
    "low": 115.96,
    "close": 116.73,
    "date": "2026-09-14"
  },
  "woodie_pivots": {
    "PP": 116.71,
    "R1": 117.46,
    "S1": 116.0,
    "R2": 118.17,
    "S2": 115.25
  },
  "swing": {
    "high_20d": 121.18,
    "low_20d": 108.65,
    "high_60d": 121.18,
    "low_60d": 104.66
  },
  "orb": {
    "high": 116.98,
    "low": 115.96,
    "date": "2026-09-14"
  },
  "vwap": 116.88,
  "volume_profile": {
    "poc": 111.78,
    "vah": 115.96,
    "val": 108.77,
    "sessions": 20
  },
  "intraday": {
    "h1_trend": "up",
    "h1_last": 117.33,
    "h1_ema9": 115.97,
    "h1_ema21": 115.41,
    "m15_trend": "up",
    "m15_last": 116.75,
    "m15_ema9": 116.67,
    "m15_ema21": 116.24,
    "rvol_intraday": 0.32,
    "as_of_et": "2026-09-14 10:55"
  },
  "premarket": {
    "date": "2026-09-14",
    "high": 116.61,
    "low": 116.61,
    "last": 116.61,
    "volume": 168,
    "gap_pct": 0.38,
    "path": "06:45 116.61",
    "bars": 1,
    "last_bar_et": "06:45"
  },
  "recent_daily": [
    {
      "d": "2026-08-10",
      "o": 112.66,
      "h": 114.39,
      "l": 112.525,
      "c": 113.81,
      "v": 1145505.53798
    },
    {
      "d": "2026-08-11",
      "o": 112.66,
      "h": 113.74,
      "l": 111,
      "c": 113.03,
      "v": 1032627.952231
    },
    {
      "d": "2026-08-12",
      "o": 113.04,
      "h": 113.93,
      "l": 112.47,
      "c": 113.77,
      "v": 1071596.605401
    },
    {
      "d": "2026-08-13",
      "o": 114.17,
      "h": 115.015,
      "l": 113.75,
      "c": 114.93,
      "v": 571216.918225
    },
    {
      "d": "2026-08-14",
      "o": 114.81,
      "h": 115.4123,
      "l": 113.84,
      "c": 113.98,
      "v": 574094.950386
    },
    {
      "d": "2026-08-17",
      "o": 114.1,
      "h": 115.8,
      "l": 112.94,
      "c": 112.97,
      "v": 1016384.614943
    },
    {
      "d": "2026-08-18",
      "o": 113.66,
      "h": 114.39,
      "l": 113.0402,
      "c": 113.14,
      "v": 904624.103985
    },
    {
      "d": "2026-08-19",
      "o": 113.31,
      "h": 113.59,
      "l": 111.17,
      "c": 111.64,
      "v": 788042.809834
    },
    {
      "d": "2026-08-20",
      "o": 111.27,
      "h": 112.17,
      "l": 110.29,
      "c": 110.54,
      "v": 821513.044014
    },
    {
      "d": "2026-08-21",
      "o": 111.59,
      "h": 112.31,
      "l": 110.18,
      "c": 110.75,
      "v": 861494.89846
    },
    {
      "d": "2026-08-24",
      "o": 111,
      "h": 112.43,
      "l": 110.66,
      "c": 111.89,
      "v": 689857.910121
    },
    {
      "d": "2026-08-25",
      "o": 112.24,
      "h": 112.5,
      "l": 110.775,
      "c": 111.59,
      "v": 521935.754247
    },
    {
      "d": "2026-08-26",
      "o": 111.64,
      "h": 112.3422,
      "l": 110.8,
      "c": 112.21,
      "v": 803166.798713
    },
    {
      "d": "2026-08-27",
      "o": 111.6,
      "h": 112.555,
      "l": 110.0002,
      "c": 112.17,
      "v": 983157.227238
    },
    {
      "d": "2026-08-28",
      "o": 112.88,
      "h": 113.265,
      "l": 111.38,
      "c": 111.41,
      "v": 806380.483125
    },
    {
      "d": "2026-08-31",
      "o": 111.41,
      "h": 111.72,
      "l": 110.09,
      "c": 110.16,
      "v": 2123243.60808
    },
    {
      "d": "2026-09-01",
      "o": 110.36,
      "h": 111.02,
      "l": 108.65,
      "c": 109.36,
      "v": 1244110.847429
    },
    {
      "d": "2026-09-02",
      "o": 109.36,
      "h": 112.325,
      "l": 109.36,
      "c": 111.31,
      "v": 1136305.271575
    },
    {
      "d": "2026-09-03",
      "o": 116.33,
      "h": 121.18,
      "l": 116.33,
      "c": 118.51,
      "v": 3707857.668086
    },
    {
      "d": "2026-09-04",
      "o": 117.03,
      "h": 118.25,
      "l": 115.82,
      "c": 116.68,
      "v": 1501909.431626
    },
    {
      "d": "2026-09-08",
      "o": 115.81,
      "h": 116.57,
      "l": 114.72,
      "c": 115.04,
      "v": 1337970.443177
    },
    {
      "d": "2026-09-09",
      "o": 115.04,
      "h": 115.04,
      "l": 113.2,
      "c": 114.02,
      "v": 1256702.469922
    },
    {
      "d": "2026-09-10",
      "o": 114.24,
      "h": 115.32,
      "l": 114.225,
      "c": 114.96,
      "v": 1466267.164888
    },
    {
      "d": "2026-09-11",
      "o": 115.69,
      "h": 116.33,
      "l": 114.49,
      "c": 116.165,
      "v": 948215.301344
    },
    {
      "d": "2026-09-14",
      "o": 115.96,
      "h": 117.42,
      "l": 115.96,
      "c": 116.73,
      "v": 88777.115152
    }
  ]
}

Sector Leadership

Data:

{
  "sector": "Financial Services",
  "etf": "XLF",
  "etf_trend": "mixed",
  "etf_r5d": -2.24,
  "etf_rvol": 1.19,
  "rs_5d": 0.26,
  "leading": false
}

Analyst Ratings

Data:

{
  "estimates": [
    {
      "symbol": "PFG",
      "date": "2029-12-31",
      "revenueLow": 19512183393,
      "revenueHigh": 19975168961,
      "revenueAvg": 19739267400,
      "ebitdaLow": 3463795809,
      "ebitdaHigh": 3565554583,
      "ebitdaAvg": 3513707326,
      "ebitLow": 3287356365,
      "ebitHigh": 3389115139,
      "ebitAvg": 3337267882,
      "netIncomeLow": 2717549890,
      "netIncomeHigh": 2801670537,
      "netIncomeAvg": 2758810107,
      "sgaExpenseLow": 0,
      "sgaExpenseHigh": 0,
      "sgaExpenseAvg": 0,
      "epsAvg": 12.22335,
      "epsHigh": 12.41325,
      "epsLow": 12.04054,
      "numAnalystsRevenue": 1,
      "numAnalystsEps": 1
    },
    {
      "symbol": "PFG",
      "date": "2028-12-31",
      "revenueLow": 18777674254,
      "revenueHigh": 18833981939,
      "revenueAvg": 18805828102,
      "ebitdaLow": 3113657396,
      "ebitdaHigh": 3505583345,
      "ebitdaAvg": 3309620371,
      "ebitLow": 2926306700,
      "ebitHigh": 3318232649,
      "ebitAvg": 3122269675,
      "netIncomeLow": 2419081951,
      "netIncomeHigh": 2743074303,
      "netIncomeAvg": 2581078127,
      "sgaExpenseLow": 0,
      "sgaExpenseHigh": 0,
      "sgaExpenseAvg": 0,
      "epsAvg": 11.35607,
      "epsHigh": 12.15363,
      "epsLow": 10.71813,
      "numAnalystsRevenue": 2,
      "numAnalystsEps": 3
    },
    {
      "symbol": "PFG",
      "date": "2027-12-31",
      "revenueLow": 17637239044,
      "revenueHigh": 18224809328,
      "revenueAvg": 17920893664,
      "ebitdaLow": 2977542821,
      "ebitdaHigh": 3084063133,
      "ebitdaAvg": 3030802977,
      "ebitLow": 2774983150,
      "ebitHigh": 2881503462,
      "ebitAvg": 2828243306,
      "netIncomeLow": 2293987726,
      "netIncomeHigh": 2382044581,
      "netIncomeAvg": 2338016153.5,
      "sgaExpenseLow": 0,
      "sgaExpenseHigh": 0,
      "sgaExpenseAvg": 0,
      "epsAvg": 10.41398,
      "epsHigh": 10.55403,
      "epsLow": 10.16388,
      "numAnalystsRevenue": 4,
      "numAnalystsEps": 6
    },
    {
      "symbol": "PFG",
      "date": "2026-12-31",
      "revenueLow": 16125745703,
      "revenueHigh": 16465866890,
      "revenueAvg": 16305809861,
      "ebitdaLow": 2790443114,
      "ebitdaHigh": 2904791024,
      "ebitdaAvg": 2847617069,
      "ebitLow": 2567383892,
      "ebitHigh": 2681731802,
      "ebitAvg": 2624557847,
      "netIncomeLow": 2122372216,
      "netIncomeHigh": 2216899890,
      "netIncomeAvg": 2169636053,
      "sgaExpenseLow": 0,
      "sgaExpenseHigh": 0,
      "sgaExpenseAvg": 0,
      "epsAvg": 9.59298,
      "epsHigh": 9.82233,
      "epsLow": 9.40351,
      "numAnalystsRevenue": 4,
      "numAnalystsEps": 6
    }
  ],
  "price_target": {
    "symbol": "PFG",
    "targetHigh": 125,
    "targetLow": 92,
    "targetConsensus": 108.67,
    "targetMedian": 108
  },
  "ratings": {
    "symbol": "PFG",
    "rating": "B+",
    "overallScore": 3,
    "discountedCashFlowScore": 5,
    "returnOnEquityScore": 4,
    "returnOnAssetsScore": 2,
    "debtToEquityScore": 3,
    "priceToEarningsScore": 2,
    "priceToBookScore": 2
  },
  "grades": [
    {
      "symbol": "PFG",
      "date": "2026-09-10",
      "gradingCompany": "UBS",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-08-03",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-28",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "In Line",
      "newGrade": "In Line",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-28",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Underperform",
      "newGrade": "Underperform",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-22",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-21",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-13",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "In Line",
      "newGrade": "In Line",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-13",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Market Perform",
      "newGrade": "Market Perform",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-10",
      "gradingCompany": "Jefferies",
      "previousGrade": "Hold",
      "newGrade": "Hold",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-09",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-07",
      "gradingCompany": "Barclays",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-07-06",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-06-24",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Neutral",
      "newGrade": "Underperform",
      "action": "downgrade"
    },
    {
      "symbol": "PFG",
      "date": "2026-06-24",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-05-21",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-05-19",
      "gradingCompany": "Raymond James",
      "previousGrade": "Strong Buy",
      "newGrade": "Outperform",
      "action": "downgrade"
    },
    {
      "symbol": "PFG",
      "date": "2026-04-27",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "In Line",
      "newGrade": "In Line",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-04-24",
      "gradingCompany": "Barclays",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-04-14",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-04-10",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-04-09",
      "gradingCompany": "UBS",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-04-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-03-03",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-02-25",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Underweight",
      "newGrade": "Equal Weight",
      "action": "upgrade"
    },
    {
      "symbol": "PFG",
      "date": "2026-02-10",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-01-13",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-01-08",
      "gradingCompany": "UBS",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2026-01-05",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Overweight",
      "newGrade": "Neutral",
      "action": "downgrade"
    },
    {
      "symbol": "PFG",
      "date": "2025-12-23",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-30",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Market Perform",
      "newGrade": "Market Perform",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-29",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-23",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Underweight",
      "newGrade": "Equal Weight",
      "action": "upgrade"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-09",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Market Perform",
      "newGrade": "Market Perform",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-09",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "In Line",
      "newGrade": "In Line",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-08",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    },
    {
      "symbol": "PFG",
      "date": "2025-10-07",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Underweight",
      "newGrade": "Underweight",
      "action": "maintain"
    }
  ]
}

News

Data:

[
  {
    "title": "Amundi Has $96.50 Million Stake in Principal Financial Group, Inc. $PFG",
    "url": "https://www.defenseworld.net/2026/09/10/amundi-has-96-50-million-stake-in-principal-financial-group-inc-pfg.html",
    "source": "Defense World",
    "date": "2026-09-10 04:29:15",
    "summary": "Amundi lowered its holdings in Principal Financial Group, Inc. (NASDAQ: PFG) by 22.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 895,365 shares of the company's stock after selling 256,452 shares duri",
    "image": "https://images.financialmodelingprep.com/news/amundi-has-9650-million-stake-in-principal-financial-group-20260910.png"
  },
  {
    "title": "Principal Financial Group, Inc. (NASDAQ:PFG) Given Consensus Recommendation of \u201cHold\u201d by Brokerages",
    "url": "https://www.defenseworld.net/2026/09/10/principal-financial-group-inc-nasdaqpfg-given-consensus-recommendation-of-hold-by-brokerages.html",
    "source": "Defense World",
    "date": "2026-09-10 03:17:41",
    "summary": "Shares of Principal Financial Group, Inc. (NASDAQ: PFG - Get Free Report) have received an average recommendation of \"Hold\" from the thirteen ratings firms that are covering the firm, MarketBeat.com reports. Three equities research analysts have rated the stock with a sell rating",
    "image": "https://images.financialmodelingprep.com/news/principal-financial-group-inc-nasdaqpfg-given-consensus-recommendation-of-20260910.png"
  },
  {
    "title": "Why Principal Financial (PFG) is a Top Momentum Stock for the Long-Term",
    "url": "https://www.zacks.com/stock/news/2985789/why-principal-financial-pfg-is-a-top-momentum-stock-for-the-long-term?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|zacks_education_momentum_score-2985789",
    "source": "Zacks Investment Research",
    "date": "2026-09-07 10:51:11",
    "summary": "The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.",
    "image": "https://images.financialmodelingprep.com/news/why-principal-financial-pfg-is-a-top-momentum-stock-20260907.jpg"
  },
  {
    "title": "Principal Financial (PFG) Moves 6.5% Higher: Will This Strength Last?",
    "url": "https://www.zacks.com/stock/news/2985214/principal-financial-pfg-moves-6-5-higher-will-this-strength-last?cid=CS-ZC-FT-fundamental_analysis|daily_price_change_3%-2985214",
    "source": "Zacks Investment Research",
    "date": "2026-09-04T14:07:00Z",
    "summary": "Principal Financial rallied 6.5% to close at $118.51 on higher trading volume. The company is expected to report quarterly earnings of $2.53 per share (+20.5% YoY) and revenues of $4.29 billion (+10.2% YoY). However, consensus EPS estimates have been revised marginally lower over",
    "image": "https://staticx-tuner.zacks.com/images/default_article_images/default213.jpg"
  },
  {
    "title": "U.S. stocks higher at close of trade; Dow Jones Industrial Average up 1.18% By Investing.com",
    "url": "https://www.investing.com/news/stock-market-news/us-stocks-higher-at-close-of-trade-dow-jones-industrial-average-up-118-4888539",
    "source": "Investing.com",
    "date": "2026-09-03T20:31:00Z",
    "summary": "Investing.com - U.S. stocks were higher after the close on Thursday, as gains in the Financials, Technology and Consumer Goods sectors led shares higher.\n\nAt the close in NYSE, the Dow Jones Industrial Average added 1.18%, while the S&P 500 index climbed 1.06%, and the NASDAQ Com",
    "image": "https://content-media.investing.com/news/LYNXMPED0307W_L.jpg"
  },
  {
    "title": "PFG Acquires Beam Benefits to Accelerate Specialty Benefits Growth",
    "url": "https://www.zacks.com/stock/news/2984495/pfg-acquires-beam-benefits-to-accelerate-specialty-benefits-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2984495",
    "source": "Zacks Investment Research",
    "date": "2026-09-03 12:20:57",
    "summary": "Principal Financial's Beam Benefits acquisition expands its SMB reach, adding digital capabilities and supporting stronger Specialty Benefits growth.",
    "image": "https://images.financialmodelingprep.com/news/pfg-acquires-beam-benefits-to-accelerate-specialty-benefits-growth-20260903.jpg"
  },
  {
    "title": "3 Top Dividend Stocks to Maximize Your Retirement Income",
    "url": "https://www.zacks.com/stock/news/2983604/3-top-dividend-stocks-to-maximize-your-retirement-income?cid=CS-ZC-FT-fundamental_analysis|dividend_stocks-2983604",
    "source": "Zacks Investment Research",
    "date": "2026-09-02T13:10:02Z",
    "summary": "With Treasury bond yields significantly lower than in the late 1990s and Social Security concerns looming, retirees are advised to consider high-quality dividend-paying stocks as a replacement income strategy. The article recommends seeking stocks with steady dividend growth and ",
    "image": "https://staticx-tuner.zacks.com/images/default_article_images/default330.jpg"
  },
  {
    "title": "Principal\u00ae Completes Acquisition of Beam Benefits",
    "url": "https://www.gurufocus.com/news/9062031/principal-completes-acquisition-of-beam-benefits",
    "source": "GuruFocus",
    "date": "2026-09-01 10:00:00",
    "summary": "[url=\"]Principal Financial Group[/url][url=\"]\u00c2[/url] (Nasdaq: PFG) completed its acquisition of Beam Benefits effective today, September 1. As an employee bene",
    "image": "https://images.financialmodelingprep.com/news/principal-completes-acquisition-of-beam-benefits-20260901.png"
  },
  {
    "title": "Why Principal Financial (PFG) is a Top Value Stock for the Long-Term",
    "url": "https://www.zacks.com/stock/news/2982465/why-principal-financial-pfg-is-a-top-value-stock-for-the-long-term?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|zacks_education_value_score-2982465",
    "source": "Zacks Investment Research",
    "date": "2026-08-31 10:41:15",
    "summary": "Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.",
    "image": "https://images.financialmodelingprep.com/news/why-principal-financial-pfg-is-a-top-value-stock-20260831.jpg"
  },
  {
    "title": "Principal Financial (PFG) Could Be a Great Choice",
    "url": "https://www.zacks.com/stock/news/2981263/principal-financial-pfg-could-be-a-great-choice?cid=CS-ZC-FT-fundamental_analysis|yseop_template_5-2981263",
    "source": "Zacks Investment Research",
    "date": "2026-08-27T15:45:02Z",
    "summary": "Principal Financial (PFG) is highlighted as a strong dividend investment with a 2.92% yield, outperforming its industry average of 1.77%. The company has increased its dividend 4 times over the last 5 years with an average annual increase of 5.97%, and earnings are expected to gr",
    "image": "https://staticx-tuner.zacks.com/images/default_article_images/default198.jpg"
  },
  {
    "title": "PFG Enhances Retirement Plans Through Partner Expansion",
    "url": "https://finance.yahoo.com/markets/stocks/articles/pfg-enhances-retirement-plans-partner-153100936.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-27T15:31:00Z",
    "summary": "Principal Financial Group, Inc.'s PFG expansion of its Featured Partner Program should strengthen its Retirement and Income Solutions business by making private-market investments more accessible within defined-contribution (DC) retirement plans. The program brings together asset",
    "image": "https://s.yimg.com/lo/mysterio/api/0dc6060a581bd76d9d274f15cf5961a9a7b69738f70b5650b6a82bd0acf594a6/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fzacks.com%2F9d8e6ae4a2f2f78756262fb38b308001.jpg"
  },
  {
    "title": "Performance Food Group Company to Participate in the Barclays 19th Annual Global Consumer Conference",
    "url": "https://www.gurufocus.com/news/9055968/performance-food-group-company-to-participate-in-the-barclays-19th-annual-global-consumer-conference",
    "source": "GuruFocus",
    "date": "2026-08-27 08:00:00",
    "summary": "[url=\"]Performance Food Group Company[/url] (PFG) (NYSE: PFGC) today announced that Scott McPherson, PFG President and Chief Executive Officer and Patrick Hatcher,",
    "image": "https://images.financialmodelingprep.com/news/performance-food-group-company-to-participate-in-the-barclays-20260827.png"
  },
  {
    "title": "Prime Financial FY26 slides: revenue jumps 22%, recurring income hits 85% By Investing.com",
    "url": "https://www.investing.com/news/company-news/prime-financial-fy26-slides-revenue-jumps-22-recurring-income-hits-85-93CH-4876236",
    "source": "Investing.com",
    "date": "2026-08-26T03:47:58Z",
    "summary": "Prime Financial Group (ASX:PFG) presented its FY26 results on August 26, 2026, showcasing a year of significant operational progress despite reported earnings being impacted by tax rate changes. The integrated advice and investment firm delivered revenue growth of 22% to $60.5 mi",
    "image": "https://i-invdn-com.investing.com/redesign/images/seo/investing_300X300.png"
  },
  {
    "title": "Earnings call transcript: Prime Financial Group lifts FY26 revenue 22% in H2 2026 By Investing.com",
    "url": "https://www.investing.com/news/transcripts/earnings-call-transcript-prime-financial-group-lifts-fy26-revenue-22-in-h2-2026-93CH-4876231",
    "source": "Investing.com",
    "date": "2026-08-26T03:37:08Z",
    "summary": "Prime Financial Group said FY26 revenue rose 22% to AUD 60.5 million, while operating cash flow jumped 47% and recurring revenue climbed to 85% of sales, underscoring a year of stronger scale and tighter focus. Reported profit was held back by a higher tax rate, but management sa",
    "image": "https://content-media.investing.com/news/LYNXNPEB9606Q_L.jpg"
  },
  {
    "title": "Principal Financial (PFG) Down 2.2% Since Last Earnings Report: Can It Rebound?",
    "url": "https://www.zacks.com/stock/news/2980414/principal-financial-pfg-down-2-2-since-last-earnings-report-can-it-rebound?cid=CS-STOCKNEWSAPI-FT-realtime_blog-2980414",
    "source": "Zacks Investment Research",
    "date": "2026-08-26 12:31:07",
    "summary": "Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock?",
    "image": "https://images.financialmodelingprep.com/news/principal-financial-pfg-down-22-since-last-earnings-report-20260826.jpg"
  },
  {
    "title": "Principal Financial Stock Outlook: Is Wall Street Bullish or Bearish?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/principal-financial-stock-outlook-wall-122404644.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-24T12:24:04Z",
    "summary": "Headquartered in Des Moines, Iowa, Principal Financial Group, Inc. (PFG) is a global financial services company providing retirement plans, employee benefits, investment management, and financial solutions. With a market capitalization of $23.7 billion, the company helps individu",
    "image": "https://s.yimg.com/lo/mysterio/api/55d2bb44cd2f7cfd7df7bd29d85c0d2b513405095e75ddead7899ea073894477/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fbarchart_com_477%2Fbae95694ca53701c1fec3f48d59a19f9.jpg"
  },
  {
    "title": "4 High-Yield Stocks That Hand the IRS Nothing Inside a Roth",
    "url": "https://finance.yahoo.com/markets/stocks/articles/4-high-yield-stocks-hand-110143143.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-24T11:01:43Z",
    "summary": "* KHC's 6.23% yield carries the steepest annual tax drag of the four; KMB's 54-year dividend growth streak makes both the top Roth placement priorities.\n\n* Equal-weighting $500,000 across all four stocks produces ~$21,800 in annual dividends, saving ~$5,230 per year in federal ta",
    "image": "https://s.yimg.com/lo/mysterio/api/1A1A83FFC39118FFA1633E60AF56E2EF0A5B03F9DA1BD96EC414E908A1B09DF4/subgraphmysterio/resizefill_w1200_h549;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2F24_7_wall_st__718%2F6527dc922ab41139cafc13018104eaa0.png"
  },
  {
    "title": "How to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)",
    "url": "https://247wallst.com/personal-finance/2026/08/24/how-to-build-8200-a-month-in-dividend-income-and-the-tax-bill-almost-nobody-plans-for/",
    "source": "247 Wallst",
    "date": "2026-08-24 17:02:35",
    "summary": "Generating nearly six figures a year from dividends sounds straightforward until the tax bill arrives, and most investors targeting the highest yields end up keeping far less than the investors who chose the lowest ones.",
    "image": "https://images.financialmodelingprep.com/news/how-to-build-8200-a-month-in-dividend-income-20260824.jpg"
  },
  {
    "title": "5 High-Yield Dividend Stocks for Retirement Income",
    "url": "https://247wallst.com/investing/2026/08/24/5-high-yield-dividend-stocks-for-retirement-income/",
    "source": "24/7 Wall Street",
    "date": "2026-08-24 07:00:47",
    "summary": "Retirement income is a math problem before it is a stock-picking problem. With the 10-year Treasury yielding 4.69% as of August 20, 2026, dividend equities have to earn their spot in a retiree portfolio through a combination of yield, growth, and payout durability, not yield alon",
    "image": "https://images.financialmodelingprep.com/news/5-highyield-dividend-stocks-for-retirement-income-20260824.jpg"
  },
  {
    "title": "How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share",
    "url": "https://247wallst.com/personal-finance/2026/08/22/how-a-77-year-old-collects-9700-a-month-without-selling-a-single-share/",
    "source": "247 Wallst",
    "date": "2026-08-22 11:23:31",
    "summary": "Generating nearly $10,000 a month in retirement income without ever touching principal sounds like a math problem with one answer, but the yield you chase determines whether your portfolio survives the next decade or quietly bleeds out.",
    "image": "https://images.financialmodelingprep.com/news/how-a-77yearold-collects-9700-a-month-without-selling-20260822.jpg"
  },
  {
    "title": "Performance Food Group (PFGC) Q4 2026 Earnings Call Transcript",
    "url": "https://finance.yahoo.com/markets/stocks/articles/performance-food-group-pfgc-q4-132955722.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-19T13:29:55Z",
    "summary": "Image source: The Motley Fool.\n\nDATE\n\nWednesday, Aug. 12, 2026 at 9:00 a.m. ET\n\nCALL PARTICIPANTS\n\n* Senior Vice President, Investor Relations - Bill Marshall\n\n* President and Chief Executive Officer - Scott McPherson\n\n* Executive Vice President and Chief Financial Officer - Patr",
    "image": "https://s.yimg.com/lo/mysterio/api/E291E5744742B27639572F2CD0432FD00A265DC302A2C312504B80A58B971163/subgraphmysterio/resizefill_w1200_h1281;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2Fe48e86dda35543079ee2080fd9208b73.png"
  },
  {
    "title": "Performance Food Group (PFGC) Q2 Put Procurement, Tech And Acquisition Synergies Center Stage",
    "url": "https://finance.yahoo.com/markets/stocks/articles/performance-food-group-pfgc-q2-231616080.html",
    "source": "Yahoo! Finance",
    "date": "2026-08-18T23:16:16Z",
    "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.\n\n* Performance Food Group (NYSE:PFGC) used its latest Q2 earnings update to highlight company wide efforts i",
    "image": "https://s.yimg.com/lo/mysterio/api/B2E30361C3D4634186E5DA8CD0C507E469E6E0637120A7543F003B68324584E1/subgraphmysterio/resizefill_w1200_h434;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fsimply_wall_st__316%2F2f55f6f5fa63626de897951ecdfbbc30.jpg"
  },
  {
    "title": "3 Insurance Stocks for High Total Returns",
    "url": "https://www.investing.com/analysis/3-insurance-stocks-for-high-total-returns-200670635",
    "source": "Investing.com",
    "date": "2025-11-24T06:43:00Z",
    "summary": "The article highlights three insurance stocks with strong dividend growth potential: Aflac, Principal Financial Group, and The Hanover Insurance Group. These companies demonstrate solid financial performance, consistent earnings growth, and attractive dividend histories.",
    "image": "https://i-invdn-com.investing.com/redesign/images/seo/investingcom_analysis_og.jpg"
  }
]

Calendar / Earnings

Data:

[
  {
    "symbol": "PFG",
    "date": "2026-10-26",
    "epsActual": null,
    "epsEstimated": 2.53,
    "revenueActual": null,
    "revenueEstimated": 4246400000,
    "lastUpdated": "2026-09-14"
  },
  {
    "symbol": "PFG",
    "date": "2026-07-27",
    "epsActual": 2.5,
    "epsEstimated": 2.34,
    "revenueActual": 3997500000,
    "revenueEstimated": 4137380000,
    "lastUpdated": "2026-09-14"
  },
  {
    "symbol": "PFG",
    "date": "2026-04-23",
    "epsActual": 2.07,
    "epsEstimated": 2.01,
    "revenueActual": 3522000000,
    "revenueEstimated": 4121975000,
    "lastUpdated": "2026-07-23"
  },
  {
    "symbol": "PFG",
    "date": "2026-02-09",
    "epsActual": 2.19,
    "epsEstimated": 2.23,
    "revenueActual": 4458400000,
    "revenueEstimated": 4122590000,
    "lastUpdated": "2026-05-09"
  },
  {
    "symbol": "PFG",
    "date": "2025-10-27",
    "epsActual": 2.1,
    "epsEstimated": 2.2,
    "revenueActual": 3681600000,
    "revenueEstimated": 4144106635,
    "lastUpdated": "2026-01-27"
  }
]

Short & Liquidity

Data:

{
  "borrow": [],
  "short_interest": [
    {
      "symbol": "PFG",
      "file_date": "",
      "error": "Symbol not found in FINRA biweekly file",
      "days_to_cover": null
    }
  ],
  "ftd": {
    "symbol": "PFG",
    "periods": [
      {
        "file_period": "202604b",
        "settlement_date": "20260429",
        "quantity_fails": 5,
        "price": 100.06
      },
      {
        "file_period": "202606a",
        "settlement_date": "20260612",
        "quantity_fails": 4376,
        "price": 109.69
      },
      {
        "file_period": "202606b",
        "settlement_date": "20260630",
        "quantity_fails": 294,
        "price": 108.51
      },
      {
        "file_period": "202607a",
        "settlement_date": "20260707",
        "quantity_fails": 77,
        "price": 112.55
      },
      {
        "file_period": "202608a",
        "settlement_date": "20260812",
        "quantity_fails": 14,
        "price": 113.03
      }
    ],
    "trend": "rising",
    "trend_description": "FTD quantity increasing \u2014 settlement pressure building, potential squeeze precursor"
  }
}

Whales & Insiders

Data:

{
  "insider": [
    {
      "symbol": "PFG",
      "filingDate": "2026-09-08",
      "transactionDate": "2026-09-03",
      "reportingCik": "0001278726",
      "companyCik": "0001126328",
      "transactionType": "A-Award",
      "securitiesOwned": 229007,
      "reportingName": "STRABLE-SOETHOUT DEANNA D",
      "typeOfOwner": "officer: Chair, President and CEO",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 18380,
      "price": 63.98,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1126328/000112632826000182/0001126328-26-000182-index.htm"
    },
    {
      "symbol": "PFG",
      "filingDate": "2026-09-08",
      "transactionDate": "2026-09-03",
      "reportingCik": "0001278726",
      "companyCik": "0001126328",
      "transactionType": "A-Award",
      "securitiesOwned": 210627,
      "reportingName": "STRABLE-SOETHOUT DEANNA D",
      "typeOfOwner": "officer: Chair, President and CEO",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 18380,
      "price": 63.98,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1126328/000112632826000182/0001126328-26-000182-index.htm"
    },
    {
      "symbol": "PFG",
      "filingDate": "2026-09-08",
      "transactionDate": "2026-09-03",
      "reportingCik": "0001278726",
      "companyCik": "0001126328",
      "transactionType": "A-Award",
      "securitiesOwned": 192247,
      "reportingName": "STRABLE-SOETHOUT DEANNA D",
      "typeOfOwner": "officer: Chair, President and CEO",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 18380,
      "price": 63.98,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1126328/000112632826000182/0001126328-26-000182-index.htm"
    },
    {
      "symbol": "PFG",
      "filingDate": "2026-09-08",
      "transactionDate": "2026-09-03",
      "reportingCik": "0001278726",
      "companyCik": "0001126328",
      "transactionType": "D-Return",
      "securitiesOwned": 173867,
      "reportingName": "STRABLE-SOETHOUT DEANNA D",
      "typeOfOwner": "officer: Chair, President and CEO",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 55140,
      "price": 120.5992,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1126328/000112632826000182/0001126328-26-000182-index.htm"
    },
    {
      "symbol": "PFG",
      "filingDate": "2026-09-08",
      "transactionDate": "2026-09-03",
      "reportingCik": "0001278726",
      "companyCik": "0001126328",
      "transactionType": "M-Exempt",
      "securitiesOwned": 0,
      "reportingName": "STRABLE-SOETHOUT DEANNA D",
      "typeOfOwner": "officer: Chair, President and CEO",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 18380,
      "price": 63.98,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1126328/000112632826000182/0001126328-26-000182-index.htm"
    },
    {
      "symbol": "PFG",
      "filingDate": "2026-08-11",
      "transactionDate": "2026-08-07",
      "reportingCik": "0001707433",
      "companyCik": "0001126328",
      "transactionType": "A-Award",
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      },
      {
        "strike": 90.0,
        "call_gex": 7.04,
        "put_gex": -20.76,
        "net_gex": -13.71
      },
      {
        "strike": 95.0,
        "call_gex": 19.75,
        "put_gex": -25.53,
        "net_gex": -5.77
      },
      {
        "strike": 100.0,
        "call_gex": 104.77,
        "put_gex": -30.26,
        "net_gex": 74.51
      },
      {
        "strike": 105.0,
        "call_gex": 329.32,
        "put_gex": -89.73,
        "net_gex": 239.59
      },
      {
        "strike": 110.0,
        "call_gex": 277.21,
        "put_gex": -496.1,
        "net_gex": -218.89
      },
      {
        "strike": 115.0,
        "call_gex": 2058.54,
        "put_gex": -128.52,
        "net_gex": 1930.02
      },
      {
        "strike": 120.0,
        "call_gex": 2719.87,
        "put_gex": -58.43,
        "net_gex": 2661.44
      },
      {
        "strike": 125.0,
        "call_gex": 478.29,
        "put_gex": -6.78,
        "net_gex": 471.51
      },
      {
        "strike": 130.0,
        "call_gex": 191.88,
        "put_gex": 0.0,
        "net_gex": 191.88
      },
      {
        "strike": 135.0,
        "call_gex": 11.9,
        "put_gex": -1.52,
        "net_gex": 10.38
      },
      {
        "strike": 140.0,
        "call_gex": 3.47,
        "put_gex": 0.0,
        "net_gex": 3.47
      },
      {
        "strike": 145.0,
        "call_gex": 2.49,
        "put_gex": 0.0,
        "net_gex": 2.49
      },
      {
        "strike": 150.0,
        "call_gex": 5.25,
        "put_gex": 0.0,
        "net_gex": 5.25
      },
      {
        "strike": 155.0,
        "call_gex": 0.57,
        "put_gex": 0.0,
        "net_gex": 0.57
      },
      {
        "strike": 160.0,
        "call_gex": 0.0,
        "put_gex": 0.0,
        "net_gex": 0.0
      },
      {
        "strike": 165.0,
        "call_gex": 0.0,
        "put_gex": 0.0,
        "net_gex": 0.0
      },
      {
        "strike": 170.0,
        "call_gex": 0.0,
        "put_gex": 0.0,
        "net_gex": 0.0
      }
    ]
  },
  "oi_changes": {
    "net_call_oi_change": 6,
    "net_put_oi_change": 0,
    "top": [
      {
        "strike": "120",
        "oi_change": 8,
        "type": "call"
      },
      {
        "strike": "115",
        "oi_change": -2,
        "type": "call"
      },
      {
        "strike": "120",
        "oi_change": 0,
        "type": "call"
      },
      {
        "strike": "125",
        "oi_change": 0,
        "type": "call"
      },
      {
        "strike": "110",
        "oi_change": 0,
        "type": "call"
      }
    ]
  },
  "opds": {
    "opds": 9.5,
    "D": 23.7,
    "P": 14.3,
    "O": 61.7,
    "C": 40.0,
    "signal": "NEUTRAL",
    "direction": "bullish",
    "coverage": 0.85,
    "ranked": true,
    "components": {
      "M": 9.5,
      "T": 38.0,
      "RS": -7.9,
      "V": 15.2,
      "F": 31.9,
      "OI": 100.0,
      "S": 100.0,
      "IV": 81.0,
      "B": null,
      "Liquidity": 0.0,
      "OpeningConfidence": null,
      "FlowAgreement": 100.0,
      "StrikeBreadth": null
    },
    "drivers": [
      "+ open-interest change +100",
      "+ skew +100",
      "+ IV behaviour +81",
      "+ trend +38",
      "+ aggressive flow +32"
    ]
  }
}

Market Environment

Data:

{
  "vix": 16.46,
  "sp500": 7636.36,
  "fed_funds": 3.63,
  "yield_curve_10y2y": 0.4,
  "hy_spread": 2.67,
  "treasury": {
    "date": "2026-09-11",
    "month1": 3.93,
    "month2": 4.05,
    "month3": 4.07,
    "month6": 4.12,
    "year1": 4.35,
    "year2": 4.63,
    "year3": 4.69,
    "year5": 4.78,
    "year7": 4.87,
    "year10": 4.96,
    "year20": 5.38,
    "year30": 5.35
  },
  "events": [
    {
      "title": "Federal Funds Rate",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:00",
      "impact": "High",
      "forecast": "4.00%",
      "previous": "3.75%",
      "actual": null,
      "minutes_until": 3082
    },
    {
      "title": "FOMC Economic Projections",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:00",
      "impact": "High",
      "forecast": null,
      "previous": null,
      "actual": null,
      "minutes_until": 3082
    },
    {
      "title": "FOMC Statement",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:00",
      "impact": "High",
      "forecast": null,
      "previous": null,
      "actual": null,
      "minutes_until": 3082
    },
    {
      "title": "FOMC Press Conference",
      "currency": "USD",
      "date": "2026-09-16",
      "time_utc": "18:30",
      "impact": "High",
      "forecast": null,
      "previous": null,
      "actual": null,
      "minutes_until": 3112
    }
  ]
}

Intraday Patterns

Data:

{
  "days": 103,
  "patterns": [
    {
      "name": "VWAP Touch",
      "count": 103,
      "pct": 100
    },
    {
      "name": "9 EMA Touch",
      "count": 103,
      "pct": 100
    },
    {
      "name": "21 EMA Touch",
      "count": 103,
      "pct": 100
    },
    {
      "name": "Woodie Pivot Touch",
      "count": 100,
      "pct": 97
    },
    {
      "name": "ORB Breakout",
      "count": 96,
      "pct": 93
    },
    {
      "name": "PDH/PDL Touch",
      "count": 94,
      "pct": 91
    },
    {
      "name": "Open Retracement",
      "count": 79,
      "pct": 77
    },
    {
      "name": "Gap Fill",
      "count": 74,
      "pct": 72
    },
    {
      "name": "High Vol Open",
      "count": 23,
      "pct": 22
    },
    {
      "name": "Darvas Box",
      "count": 17,
      "pct": 17
    },
    {
      "name": "Power Hour",
      "count": 14,
      "pct": 14
    }
  ]
}