PFG

Principal Financial Group Inc

Sep 16 • 04:00PM ET

80.09

-2.86 -3.45 %

Financial • Asset Management • USA • NASD

Peers: MET PRU LNC AFL UNM CINF AIG HMN GL

| Held by: VTI VOO VO DVY SPY IVV VTV RSP XLF VOE

Index	S&P 500	P/E	16.13	EPS (ttm)	4.97	Insider Own	0.74%	Shs Outstand	223.19M	Perf Week	0.02%
Market Cap	17.84B	Forward P/E	8.70	EPS next Y	9.20	Insider Trans	0.00%	Shs Float	221.11M	Perf Month	3.16%
Enterprise Value	-	PEG	1.20	EPS next Q	2.17	Inst Own	75.03%	Short Float	2.10%	Perf Quarter	4.38%
Income	1.14B	P/S	1.18	EPS this Y	19.28%	Inst Trans	-1.17%	Short Ratio	3.84	Perf Half Y	-4.52%
Sales	15.13B	P/B	1.57	EPS next Y	10.66%	ROA	0.38%	Short Interest	4.65M	Perf YTD	3.46%
Book/sh	51.15	P/C	-	EPS next 5Y	13.40%	ROE	10.16%	52W High	91.97 -12.92%	Perf Year	-0.19%
Cash/sh	-	P/FCF	4.15	EPS past 3/5Y	2.13% 6.12%	ROIC	7.43%	52W Low	68.39 17.11%	Perf 3Y	2.30%
Dividend Est.	3.07 (3.84%)	EV/EBITDA	-	Sales past 3/5Y	4.18% -0.12%	Gross Margin	-	Volatility	1.76% 1.81%	Perf 5Y	91.37%
Dividend TTM	3.02 (3.77%)	EV/Sales	-	EPS Y/Y TTM	-3.32%	Oper. Margin	8.93%	ATR (14)	1.66	Perf 10Y	64.09%
Dividend Ex-Date	Sep 04, 2025	Quick Ratio	-	Sales Y/Y TTM	-3.34%	Profit Margin	7.53%	RSI (14)	49.98	Recom	2.87
Dividend Gr. 3/5Y	5.31% 5.51%	Current Ratio	0.41	EPS Q/Q	20.17%	SMA20	-0.40%	Beta	1.03	Target Price	85.92
Payout	42.69%	Debt/Eq	0.35	Sales Q/Q	-14.83%	SMA50	0.80%	Rel Volume	1.46	Prev Close	82.95
Employees	19700	LT Debt/Eq	0.34	Earnings	Jul 28 AMC	SMA200	0.24%	Avg Volume	1.21M	Price	80.09
IPO	Oct 23, 2001	Option/Short	Yes / Yes	EPS/Sales Surpr.	9.85% -7.30%	Trades		Volume	1,766,422	Change	-3.45%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$93
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$95 → $92
Dec-18-24	Upgrade	Piper Sandler	Neutral → Overweight	$90
Dec-11-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$84 → $75
Dec-05-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$86 → $80
Sep-05-24	Initiated	Barclays	Underweight	$74
Jul-09-24	Upgrade	Raymond James	Mkt Perform → Strong Buy	$99
Jul-02-24	Upgrade	JP Morgan	Underweight → Neutral	$88 → $96
Feb-15-24	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$75
Jan-04-24	Upgrade	Evercore ISI	Underperform → In-line	$82 → $83
Jun-23-23	Upgrade	Jefferies	Underperform → Hold	$60 → $65
Jun-09-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$77 → $75
May-01-23	Downgrade	BofA Securities	Buy → Neutral	$81 → $78
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$79
Dec-08-22	Downgrade	Credit Suisse	Neutral → Underperform	$86
Nov-17-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$76 → $79
Nov-17-22	Downgrade	Evercore ISI	In-line → Underperform	$75 → $81
Nov-01-22	Downgrade	Barclays	Overweight → Equal Weight	$81 → $89
Oct-31-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$75 → $77
Oct-07-22	Downgrade	JP Morgan	Neutral → Underweight	$69 → $72

Show Previous Ratings

Sep-15-25 11:31PM	Life Insurance Stocks Q2 Results: Benchmarking Principal Financial Group (NASDAQ:PFG) (StockStory)
Sep-10-25 11:45AM	This is Why Principal Financial (PFG) is a Great Dividend Stock (Zacks)
Sep-03-25 09:00AM	Tariffs and Policy Uncertainty Dampen 12-month Economic Outlook for U.S. Businesses (Business Wire)
Aug-29-25 11:30AM	Why Is Radian (RDN) Up 6.3% Since Last Earnings Report? (Zacks)
Aug-28-25 10:35AM	Principal Financial Trades Above 200-Day SMA: Time to Hold PFG Stock? (Zacks)
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08:32AM	What Are Wall Street Analysts' Target Price for Principal Financial Stock? (Barchart)
Aug-27-25 11:30AM	Principal Financial (PFG) Up 0.5% Since Last Earnings Report: Can It Continue? (Zacks)
Aug-21-25 04:51PM	Principal Financial President and CEO Deanna Strable to add board chair to her titles (The Des Moines Register)
Aug-19-25 04:15PM	Deanna Strable Elected Principal Board Chair (Business Wire)
Aug-13-25 12:23AM	5 Revealing Analyst Questions From Principal Financial Group's Q2 Earnings Call (StockStory)
12:12AM	PFG Q2 Deep Dive: Asset Management Momentum and Disciplined Expense Controls Shape Outlook (StockStory)
Aug-08-25 03:56AM	Zacks Industry Outlook Highlights American International, Prudential Financial, Principal Financial, Everest Group and Assurant (Zacks)
Aug-07-25 04:15PM	Amy Friedrich President of Benefits & Protection to Speak at 2025 KBW Insurance Conference (Business Wire)
02:00PM	2025 Principal Charity Classic Raised Record $10.6 Million for Iowa Youth (Business Wire)
12:59PM	5 Multiline Insurers Stocks to Watch Amid Increased Digitalization (Zacks)
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Aug-06-25 10:06AM	Lemonade Q2 Loss Narrower Than Expected, Revenues Rise Y/Y (Zacks)
Aug-05-25 09:10AM	EverQuote Q2 Earnings & Revenues Beat on Higher Automotive Revenues (Zacks)
Aug-01-25 05:22PM	Top Analyst Reports for Oracle, Walt Disney & KKR (Zacks)
Jul-31-25 10:14AM	Dotdash Meredith joins ranks of other Iowa-tied companies that have changed their names (The Des Moines Register)
Jul-30-25 03:12AM	Principal Financial Group Inc (PFG) Q2 2025 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
Jul-29-25 10:53AM	Principal Financial Q2 Earnings Beat, Revenues Miss, Dividend Raised (Zacks)
Jul-28-25 05:35PM	Principal Financial (PFG) Beats Q2 Earnings Estimates (Zacks)
04:33PM	Principal Financial: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	Principal Financial Group Announces Second Quarter 2025 Results (Business Wire)
Jul-26-25 11:03PM	Principal Financial Group (PFG) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Jul-23-25 10:00AM	Analysts Estimate Radian (RDN) to Report a Decline in Earnings: What to Look Out for (Zacks)
09:43AM	Principal Financial to Report Q2 Earnings: What's in the Cards? (Zacks)
09:15AM	Exploring Analyst Estimates for Principal Financial (PFG) Q2 Earnings, Beyond Revenue and EPS (Zacks)
Jul-21-25 10:00AM	Principal Financial (PFG) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-18-25 09:49AM	PFG Outperforms Industry, Trades at Premium: How to Play the Stock? (Zacks)
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Jul-17-25 04:15PM	Principal Recommends Shareholders Reject "Mini-tender" Offer by Potemkin Limited (Business Wire)
10:00AM	Principal Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans (Business Wire)
12:10AM	3 Reasons PFG is Risky and 1 Stock to Buy Instead (StockStory)
Jul-15-25 10:18AM	Principal Recognized as Best Place to Work for Disability Inclusion (Business Wire)
Jul-07-25 01:52AM	What You Need To Know Ahead of Principal Financial's Earnings Release (Barchart)
Jul-01-25 04:10PM	Principal to Announce Second Quarter 2025 Financial Results (Business Wire)
09:33AM	Principal Employees Surpass 145,000 Volunteer Hours in Celebration of the Companys 145th Anniversary (Business Wire)
Jun-26-25 11:32PM	Reflecting On Life Insurance Stocks' Q1 Earnings: Principal Financial Group (NASDAQ:PFG) (StockStory)
Jun-19-25 07:02AM	How Is Principal Financial's Stock Performance Compared to Other Insurance Stocks? (Barchart)
Jun-11-25 10:00AM	Gables Sugarloaf and Dunwoody Gables Rebrands as The Quinn Sugarloaf and The Cleo Dunwoody (Business Wire)
Jun-05-25 09:00AM	U.S. business confidence drops to lowest level since November 2020 (Business Wire)
May-30-25 11:31AM	Why Is MetLife (MET) Up 4.1% Since Last Earnings Report? (Zacks)
May-28-25 11:30AM	Why Is CNO (CNO) Up 0.5% Since Last Earnings Report? (Zacks)
08:57AM	PFG Outperforms Industry YTD, Trades Above 50-Day SMA: What's Next? (Zacks)
May-20-25 04:10PM	Principal Names Joel Pitz Executive Vice President and Chief Financial Officer (Business Wire)
May-19-25 09:00AM	Deriva Energy Completes Financing for Two Established Projects (PR Newswire)
May-16-25 05:29AM	Zacks Industry Outlook Highlights MetLife, American International, Principal Financial, Everest and Assurant (Zacks)
May-15-25 11:02AM	5 Stocks to Watch From the Prospering Multiline Insurance Industry (Zacks)
May-14-25 09:10AM	3 Top Dividend Stocks to Maximize Your Retirement Income (Zacks)
May-06-25 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
Apr-29-25 09:10AM	How to Maximize Your Retirement Portfolio with These Top-Ranked Dividend Stocks (Zacks)
Apr-26-25 03:05AM	Principal Financial Group Inc (PFG) Q1 2025 Earnings Call Highlights: Strong EPS Growth Amid ... (GuruFocus.com)
02:40AM	Q1 2025 Principal Financial Group Inc Earnings Call (Thomson Reuters StreetEvents)
01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-25-25 07:29PM	Principal Financial Group, Inc. (PFG) Q1 2025 Earnings Call Transcript (Seeking Alpha)
02:43PM	AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries (Business Wire)
10:02AM	Principal Financial Misses Q1 Earnings, Unveils 7% Dividend Hike (Zacks)
Apr-24-25 07:30PM	Principal Financial (PFG) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:30PM	Principal Financial (PFG) Q1 Earnings Miss Estimates (Zacks)
04:30PM	Principal Financial: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces First Quarter 2025 Results (Business Wire)
Apr-22-25 08:53AM	Will Principal Financial Pull Off a Surprise in Q1 Earnings? (Zacks)
Apr-21-25 10:00AM	CNO Financial (CNO) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:15AM	Principal Financial (PFG) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Apr-18-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Apr-17-25 10:01AM	Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-03-25 04:15PM	Principal to Announce First Quarter 2025 Financial Results (Business Wire) -7.97% -8.04%
Apr-02-25 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
Mar-31-25 09:15AM	Principal Asset Management Appoints Matthew Peron as Deputy CIO of Equities (Business Wire)
Mar-27-25 10:00AM	Principal Asset Management launches Capital Appreciation Select ETF (Business Wire)
Mar-26-25 09:08AM	PFG Stock Trades Above 50-Day SMA: What Should Investors Do? (Zacks)
Mar-25-25 09:00AM	Principal Asset Management Extends Relationship with SS&C (PR Newswire)
Mar-22-25 12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Mar-19-25 09:10AM	3 Top Dividend Stocks to Maximize Your Retirement Income (Zacks)
Mar-11-25 10:04AM	Principal named one of the 2025 Worlds Most Ethical Companies by Ethisphere (Business Wire)
Mar-06-25 09:30AM	Nearly 80% of Retirement Savers Restart Contributions After Stopping Due to a Financial Setback (Business Wire)
Feb-28-25 12:30PM	Principal closes $3.64 billion capital raise for Data Center Growth & Income Fund (Business Wire)
Feb-27-25 09:30AM	Brant Wong Joins Principal Asset Management as Head of Retirement Solutions (Business Wire)
Feb-24-25 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
Feb-08-25 12:10AM	Q4 2024 Principal Financial Group Inc Earnings and Outlook Call (Thomson Reuters StreetEvents)
Feb-06-25 04:47PM	Principal Financial: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Principal Financial Group Announces Full Year and Fourth Quarter 2024 Results as well as 2025 Outlook (Business Wire)
Feb-05-25 11:00AM	The 401(k) Has Reached a Tipping Point in Its Takeover of American Retirement (The Wall Street Journal)
Feb-01-25 08:00AM	No One Knows How to Price AI Tools (The Wall Street Journal)
Jan-30-25 10:01AM	Principal Financial (PFG) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-22-25 09:00AM	Outlook for Retirement Savers, Small-to-Midsized Business Owners Uncertain at Start of New Year (Business Wire)
Jan-16-25 04:15PM	Amy Friedrich to Speak at 2025 UBS Financial Services Conference (Business Wire)
Jan-13-25 04:15PM	Principal Financial Group to Hold Combined Earnings and Outlook Call (Business Wire)
10:08AM	Principal to Host World Cancer Day Event Featuring ESPNs V Foundation CEO (Business Wire)
Dec-23-24 01:10PM	DLC Acquires Two Walmart Supercenter-Anchored Shopping Centers in Columbus, Ohio (ACCESSWIRE)
Dec-09-24 11:00AM	Principal® Recognized in Pensions & Investments Best Place to Work in Money Management for 13th Consecutive Year (Business Wire)
11:00AM	Principal Recognized in Pensions and Investments Best Place to Work in Money Management for 13th Consecutive Year (Business Wire)
Nov-25-24 10:00AM	Principal Appoints Lisa Coulson to Lead Human Resources (Business Wire)
Nov-21-24 08:24AM	How a new Fortune 500 CEO went from intern to head of a $13 billion company (Fortune)
Nov-12-24 08:30AM	Principal names Deanna Strable next president and CEO (Business Wire)
Nov-11-24 02:00PM	Principal Launches International Equity ETF (Business Wire)
11:32AM	New Principal Survey Finds Middle-Income Households Are Exceeding Their Retirement Savings Expectations (Business Wire)
Nov-07-24 10:00AM	Group Health Life and Benefits Brokers can leverage PerfectQuote's Digital Quoting Platform to receive underwritten quotes directly from Principal Financial Group. (PR Newswire)
Nov-06-24 04:30PM	Principal to Host Investor Day on November 18, 2024 (Business Wire)
Nov-04-24 11:00AM	Principal Asset Management Real Estate Strategies Score Highly With GRESB for Ninth Consecutive Year (Business Wire)

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.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	SEC Form 4
WEE YEE CHEONG	Officer	Feb 27 '25	Proposed Sale	87.29	13,468	1,175,597	Feb 27 04:30 PM
WEE YEE CHEONG	Officer	Feb 14 '25	Proposed Sale	87.02	800	69,612	Feb 14 04:23 PM
DEANNA STRABLE-SOETHOUT	Officer	Jan 15 '25	Proposed Sale	78.84	21,780	1,717,135	Jan 15 04:18 PM
WEE YEE CHEONG	Officer	Nov 25 '24	Proposed Sale	87.21	18,985	1,655,707	Nov 25 05:29 PM
WEE YEE CHEONG	Officer	Nov 18 '24	Proposed Sale	87.01	510	44,375	Nov 18 04:34 PM
WEE YEE CHEONG	Officer	Nov 15 '24	Proposed Sale	87.22	3,735	325,775	Nov 15 04:31 PM

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PFG

Principal Financial Group Inc

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