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Principal Financial (PFG)
NASDAQ:PFG
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.03Last Year’s EPS
1.63Same Quarter Last Year
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: -2.05%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture. While the company demonstrated strong EPS growth, increased AUM, and robust performance in retirement and pension risk transfer segments, it faced challenges with negative net cash flow, market volatility, and lower dental sales impacting overall growth. The sentiment of the call is balanced between positive achievements and significant challenges.Company Guidance
During the Principal Financial Group's First Quarter 2025 Earnings Conference Call, the company reported a 10% increase in adjusted non-GAAP earnings per share (EPS), amounting to $1.92 per diluted share, compared to the first quarter of 2024. They returned $370 million of capital to shareholders, including $200 million in share repurchases. Total company managed assets under management (AUM) increased to $718 billion, despite a net cash outflow of $4 billion due to two low-fee institutional fixed income withdrawals. The company highlighted strong performance in private real estate, preferred, and stable value asset classes, as well as $700 million in local investment management flows in Mexico and Southeast Asia. They also noted positive momentum in their retirement ecosystem, with $400 million in positive account value net cash flow and $1.3 billion of positive flows in the small and mid-sized market. The pension risk transfer volume reached $800 million, maintaining their position among the top four providers. Specialty benefits saw strong underwriting results, though growth was impacted by the absence of new paid family and medical leave markets and lower dental sales. The company's capital strategy remains robust, with $1.8 billion in excess and available capital, and they continue to focus on disciplined expense management and strategic growth across their business segments.EPS Growth
First quarter adjusted non-GAAP earnings excluding significant variances was $439 million or $1.92 per diluted share, a 10% increase in EPS over the first quarter of 2024.
Capital Return to Shareholders
Returned $370 million of capital to shareholders in the first quarter, including $200 million of share repurchases and an increase in common stock dividend.
AUM Increase
Total company managed AUM increased to $718 billion at the end of the quarter, reflecting positive market performance and the beneficial impact of exchange rates.
Retirement Segment Performance
Generated positive account value net cash flow of $400 million and strong activity in small and mid-sized market with $1.3 billion of positive flows.
Pension Risk Transfer Growth
Pension risk transfer volume grew year over year, reaching $800 million in the quarter.
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PFG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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PFG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 24, 2025 | $75.00 | $73.46 | -2.05% |
| Feb 06, 2025 | $79.28 | $81.58 | +2.90% |
| Oct 24, 2024 | $88.09 | $82.26 | -6.62% |
| Jul 25, 2024 | $82.22 | $79.40 | -3.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Principal Financial (PFG) report earnings?
Principal Financial (PFG) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Principal Financial (PFG) earnings time?
Principal Financial (PFG) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PFG EPS forecast?
PFG EPS forecast for the fiscal quarter 2025 (Q2) is 2.03.
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