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Principal Financial (PFG)
:PFG
PFG Stock Chart & Stats
Day’s Range― - ―
52-Week Range$72.21 - $91.98
Previous CloseN/A
Volume162.09K
Average Volume (3M)1.49M
Market Cap
$19.32B
Enterprise Value$22.61B
Total Cash (Recent Filing)$4.21B
Total Debt (Recent Filing)$4.11B
Price to Earnings (P/E)12.8
Beta1.01
Next Earnings
Apr 24, 2025EPS Estimate
1.9Last Dividend Ex-Date
Mar 12, 2025Dividend Yield3.33%
Share Statistics
EPS (TTM)6.68
Shares Outstanding225,571,330
10 Day Avg. Volume1,278,543
30 Day Avg. Volume1,485,697
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)N/A
Price to Sales (P/S)1.16
Price to Cash Flow (P/CF)3.20
P/FCF Ratio3.20
Enterprise Value/Market Cap1.17
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit1.40
Enterprise Value/Ebitda35.51
Forecast
1Y Price Target
$85.40Price Target Upside-0.23% Downside
Rating ConsensusHold
Number of Analyst Covering11
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Principal Financial News
PremiumCompany Announcements
Principal Financial Group Reports Strong 2024 Earnings
PremiumCompany Announcements
Principal Financial’s 2024 Earnings Call Highlights
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Bulls Say, Bears Say
Bulls Say
Business StrategyPFG's superior business mix and capital flexibility could support the stock if share repurchases are accelerated.
Market FocusPFG's performance in its SMB market has exceeded industry statistics with significant growth in areas such as defined contribution assets and 401(k) plan participant growth.
Bears Say
Earnings ImpactPFG's international pension business earnings have been impacted by a stronger U.S. dollar over the past decade.
Fee Rate ChallengesPFG faces some secular challenges including declining fee rates in its retirement and asset management markets as well as macro sensitivities.
Growth ProjectionsPoor organic growth and natural fee compression in RIS are expected to significantly impact fee income.
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Ownership Overview
0.71% Insiders
20.55% Mutual Funds
16.34% Other Institutional Investors
36.28% Public Companies and
Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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PFG FAQ
What was Principal Financial’s price range in the past 12 months?
Principal Financial lowest stock price was $72.21 and its highest was $91.97 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $19.32B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Apr 24, 2025 which is in 27 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Feb 06, 2025. The company reported $1.94 earnings per share for the quarter, beating the consensus estimate of $1.925 by $0.015.
Is Principal Financial overvalued?
According to Wall Street analysts Principal Financial’s price is currently Overvalued.
Does Principal Financial pay dividends?
Principal Financial pays a Quarterly dividend of $2.909 which represents an annual dividend yield of 3.33%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 1.9.
How many shares outstanding does Principal Financial have?
Principal Financial has 225,571,330 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $1.94 in its last earnings report, beating expectations of $1.925. Following the earnings report the stock price went up 2.901%.
Which hedge fund is a major shareholder of Principal Financial?
Currently, no hedge funds are holding shares in PFG
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Principal Financial Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$85.40 (-0.23% Downside)
$85.40 (-0.23% Downside)
Blogger Sentiment
Neutral
PFG Sentiment 50%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Increased
By 387.4K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▲ 0.5%
Last 30 Days ▲ 0.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
4.93%
12-Months-Change
Fundamentals
Return on Equity
14.28%
Trailing 12-Months
Asset Growth
3.41%
Trailing 12-Months
Company Description
Principal Financial
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
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PFG Company Deck
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PFG Earnings Call
Q4 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call highlighted Principal Financial Group's strong financial performance in 2024, characterized by impressive earnings growth, strategic successes in the retirement ecosystem, and significant capital returns to shareholders. However, challenges such as FX impacts on international pension earnings, sequential AUM decline, and competitive pressures in the dental market were noted. Overall, the company's achievements and strategic positioning outweigh the challenges faced.Read More>---
PFG Stock 12 Month Forecast
Average Price Target
$85.40
▼(-0.23% Downside)
Technical Analysis
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Best Analysts Covering PFG
1 Year
1 Year Success Rate
12/20 ratings generated profit
1 Year Average Return
+17.44%
reiterated a buy rating 2 months ago
Copying John Barnidge's trades and holding each position for 1 Year would result in 60.00% of your transactions generating a profit, with an average return of +17.44% per trade.
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