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PFG

Principal Financial Group Inc

Jun 17 • 04:00PM ET

75.80

Dollar change -0.93
Percentage change -1.21	%

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 VOE XLF

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Index	S&P 500	P/E	16.25	EPS (ttm)	4.67	Insider Own	0.74%	Shs Outstand	224.97M	Perf Week	-1.25%
Market Cap	16.99B	Forward P/E	8.42	EPS next Y	9.01	Insider Trans	0.00%	Shs Float	222.52M	Perf Month	-7.05%
Income	1.09B	PEG	1.30	EPS next Q	2.00	Inst Own	75.34%	Short Float	2.60%	Perf Quarter	-8.94%
Sales	15.77B	P/S	1.08	EPS this Y	16.24%	Inst Trans	2.51%	Short Ratio	4.08	Perf Half Y	-4.40%
Book/sh	49.86	P/B	1.52	EPS next Y	11.15%	ROA	0.37%	Short Interest	5.79M	Perf Year	-2.03%
Cash/sh	-	P/C	-	EPS next 5Y	12.49%	ROE	9.70%	52W Range	68.39 - 91.97	Perf YTD	-2.08%
Dividend Est.	3.07 (4.05%)	P/FCF	3.45	EPS past 5Y	6.12%	ROIC	6.99%	52W High	-17.59%	Beta	0.99
Dividend TTM	2.96 (3.91%)	Quick Ratio	-	Sales past 5Y	-0.12%	Gross Margin	-	52W Low	10.83%	ATR (14)	1.54
Dividend Ex-Date	Jun 02, 2025	Current Ratio	0.42	EPS Y/Y TTM	-10.64%	Oper. Margin	8.19%	RSI (14)	43.26	Volatility	1.30% 1.37%
Employees	19700	Debt/Eq	0.39	Sales Y/Y TTM	5.84%	Profit Margin	6.89%	Recom	2.87	Target Price	82.38
Option/Short	Yes / Yes	LT Debt/Eq	0.39	EPS Q/Q	-90.55%	Payout	42.69%	Rel Volume	0.77	Prev Close	76.73
Sales Surprise	0.25%	EPS Surprise	-0.41%	Sales Q/Q	-8.82%	Earnings	Apr 24 AMC	Avg Volume	1.42M	Price	75.80
SMA20	-1.84%	SMA50	-0.62%	SMA200	-7.20%	Trades		Volume	1,097,908	Change	-1.21%

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

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08:57AM	PFG Outperforms Industry YTD, Trades Above 50-Day SMA: What's Next? (Zacks)
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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)
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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)
07:29PM	Loading…
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)
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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)
Nov-01-24 03:00AM	How Principal Financial Groups C-suite drives digital innovation (CIO Dive)
Oct-31-24 01:03AM	Decoding Principal Financial Group Inc (PFG): A Strategic SWOT Insight (GuruFocus.com)
Oct-28-24 06:20AM	Principal Financial price target lowered to $84 from $86 at Wells Fargo (TipRanks)
Oct-26-24 04:10AM	Q3 2024 Principal Financial Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:06AM	Principal Financial Group Inc (PFG) Q3 2024 Earnings Call Highlights: Strong AUM Growth and ... (GuruFocus.com)
Oct-24-24 04:28PM	Principal Financial: Q3 Earnings Snapshot (Associated Press Finance) -6.63%
04:15PM	Principal Financial Group Announces Third Quarter 2024 Results (Business Wire)
Oct-21-24 09:16AM	Countdown to Principal Financial (PFG) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Oct-08-24 01:01AM	Global Financial Inclusion Improved for the Second Consecutive Year Despite Challenging Macroeconomic Conditions, According to the Global Financial Inclusion Index From Principal (Business Wire)
Oct-03-24 04:30PM	Principal to Announce Third Quarter 2024 Financial Results (Business Wire)
10:08AM	FBLA Conferences Bring Networking, Career Opportunities, and Advice to College Students (GlobeNewswire)
Sep-18-24 11:45AM	Fortress, Goldman Seek to Tap the Wealthy for New Debt REITs (Bloomberg)
Sep-10-24 09:00AM	Principal Survey Reveals the Effects of Caregiving on Work and Employee Retention (Business Wire)
Sep-09-24 10:36AM	Principal Screens Hola Cine! at Des Moines Art Center (Business Wire)
Sep-05-24 09:51AM	2024 Principal Charity Classic raised record $8.6 million for Iowa youth (Business Wire)
Aug-30-24 09:35AM	Empowering Futures: Principal Hosts Girl Scout Takeover Day (Business Wire)
Aug-21-24 08:30AM	Principal names Deanna Strable President and Chief Operating Officer (Business Wire)
Aug-15-24 11:00AM	SCORE Foundation Announces Additional Sponsors for SCORE's 60th Anniversary Small Business Pitch Competition Series (PR Newswire)
Aug-10-24 08:18AM	EchoStar Corporation (NASDAQ:SATS) Q2 2024 Earnings Call Transcript (Insider Monkey)
Aug-07-24 02:00PM	CFO Deanna Strable to Speak at 2024 KBW Insurance Conference (Business Wire)
Aug-01-24 01:03AM	Decoding Principal Financial Group Inc (PFG): A Strategic SWOT Insight (GuruFocus.com)
Jul-30-24 07:00AM	CENTRO BENEFITS RESEARCH CONTINUES EXPANSION OF INDUSTRY CONNECTIVITY WITH THE ADDITION OF PRINCIPAL RFP AND QUOTING API (PR Newswire)
Jul-26-24 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
10:05AM	Principal Financial (PFG) Q2 Earnings Miss, Revenues Rise Y/Y (Zacks)
Jul-25-24 07:30PM	Here's What Key Metrics Tell Us About Principal Financial (PFG) Q2 Earnings (Zacks)
04:44PM	Principal Financial: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces Second Quarter 2024 Results (Business Wire)
Jul-22-24 09:54AM	What's in Store for Principal Financial (PFG) in Q2 Earnings? (Zacks)
Jul-12-24 11:08AM	A Couple Won the Powerball. Investing It Turned Into Tragedy. (The Wall Street Journal)
Jul-10-24 04:30PM	Principal Adds New Annuity With Guaranteed Lifetime Income Option (Business Wire)
Jul-02-24 08:30AM	Principal to Announce Second Quarter 2024 Financial Results (Business Wire)
Jun-28-24 07:03AM	Reasons Why Investors Should Retain Principal Financial (PFG) (Zacks)
Jun-27-24 09:25PM	15 Best U.S. Cities for Finance Workers to Live In (Insider Monkey)
08:01AM	Enerpac Tool Group Corp. (NYSE:EPAC) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jun-24-24 11:45AM	Why Principal Financial (PFG) is a Great Dividend Stock Right Now (Zacks)
Jun-18-24 10:28AM	The common mistake that could cost you your retirement: Heres how to make sure youre really contributing to a 401(k) (Fortune)
Jun-10-24 12:27PM	401(k) Confusion Abounds. Workers Think Theyre Saving, but They Really Arent. (Barrons.com)
Jun-07-24 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
Jun-06-24 09:00AM	Financial Pressures and Enrollment Misperceptions Prevent Employees From Contributing to Workplace Retirement Plans (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
KEN MCCULLUM	Officer	Sep 05 '24	Proposed Sale	78.78	4,365	343,879	Sep 05 05:23 PM
AMY FRIEDRICH TODSUBJECT TO ST	Officer	Sep 04 '24	Proposed Sale	81.19	23,575	1,914,054	Sep 04 04:16 PM
WEE YEE CHEONG	Officer	Sep 04 '24	Proposed Sale	82.02	1,200	98,424	Sep 04 04:16 PM

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PFG

Principal Financial Group Inc

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