For the quarter ended December 2025, Principal Financial (PFG) reported revenue of $4.46 billion, up 9.2% over the same period last year. EPS came in at $2.19, compared to $1.94 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $4.11 billion, representing a surprise of +8.34%. The company delivered an EPS surprise of -1.72%, with the consensus EPS estimate being $2.23.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Principal Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets under management (AUM) - International Pension: $153.90 billion versus the four-analyst average estimate of $153.64 billion.
- Assets under management (AUM) - Investment Management: $593.90 billion versus the four-analyst average estimate of $611.14 billion.
- Revenue- Fees and other revenues: $1.14 billion compared to the $1.17 billion average estimate based on five analysts. The reported number represents a change of +1.9% year over year.
- Revenue- Net investment income: $1.2 billion compared to the $1.25 billion average estimate based on five analysts. The reported number represents a change of +7% year over year.
- Revenue- Premiums and other considerations: $2.1 billion versus $1.81 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +15% change.
- Revenue- Principal Asset Management Segment- Fees and other revenues: $544.1 million versus $565.87 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change.
- Revenue- Principal Asset Management Segment- Net investment income: $149.7 million versus $180.76 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -8.4% change.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Fees and other revenues: $7.9 million versus $8.58 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -4.8% change.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Premiums and other considerations: $837.9 million versus $835.76 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Net Investment Income: $52.4 million compared to the $51.77 million average estimate based on four analysts. The reported number represents a change of +5.4% year over year.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Total: $898.2 million versus $896.11 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
- Revenue- Benefits and Protection Segment- Life Insurance- Fees and other revenues: $119.9 million versus $124.93 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
View all Key Company Metrics for Principal Financial here>>>
Shares of Principal Financial have returned +7.8% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Principal Financial Group, Inc. (PFG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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