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PFG

Principal Financial Group Inc

Oct 04 • 04:00PM ET

87.32

Dollar change +2.72
Percentage change 3.22	%

Financial • Asset Management • USA • NASD

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

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Index	S&P 500	P/E	17.02	EPS (ttm)	5.13	Insider Own	0.63%	Shs Outstand	236.44M	Perf Week	1.43%
Market Cap	20.22B	Forward P/E	10.42	EPS next Y	8.38	Insider Trans	0.00%	Shs Float	230.12M	Perf Month	9.56%
Income	1.26B	PEG	1.31	EPS next Q	1.98	Inst Own	72.21%	Short Float	1.79%	Perf Quarter	11.29%
Sales	15.65B	P/S	1.29	EPS this Y	11.48%	Inst Trans	-0.84%	Short Ratio	3.39	Perf Half Y	3.33%
Book/sh	47.41	P/B	1.84	EPS next Y	14.75%	ROA	0.44%	Short Interest	4.11M	Perf Year	27.72%
Cash/sh	-	P/C	-	EPS next 5Y	13.00%	ROE	11.80%	52W Range	66.21 - 88.26	Perf YTD	11.00%
Dividend Est.	2.84 (3.25%)	P/FCF	5.15	EPS past 5Y	-13.80%	ROI	8.43%	52W High	-1.07%	Beta	1.20
Dividend TTM	2.79 (3.20%)	Quick Ratio	-	Sales past 5Y	0.49%	Gross Margin	-	52W Low	31.88%	ATR (14)	1.43
Dividend Ex-Date	Sep 05, 2024	Current Ratio	0.50	EPS Y/Y TTM	-20.16%	Oper. Margin	10.02%	RSI (14)	69.11	Volatility	1.63% 1.73%
Employees	19800	Debt/Eq	0.36	Sales Y/Y TTM	11.02%	Profit Margin	8.05%	Recom	3.12	Target Price	85.21
Option/Short	Yes / Yes	LT Debt/Eq	0.36	EPS Q/Q	-5.76%	Payout	102.05%	Rel Volume	0.57	Prev Close	84.60
Sales Surprise	7.39%	EPS Surprise	-11.18%	Sales Q/Q	21.18%	Earnings	Jul 25 AMC	Avg Volume	1.21M	Price	87.32
SMA20	4.81%	SMA50	8.75%	SMA200	8.17%	Trades		Volume	688,755	Change	3.22%

Date	Action	Analyst	Rating Change	Price Target Change
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
Sep-22-22	Initiated	Raymond James	Mkt Perform
Aug-18-22	Downgrade	Credit Suisse	Outperform → Neutral	$82 → $86
May-24-22	Initiated	Citigroup	Sell	$63
Jan-26-22	Initiated	Jefferies	Underperform	$62
Jan-21-22	Initiated	Wolfe Research	Peer Perform	$79

Show Previous Ratings

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)
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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)
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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)
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Jun-04-24 02:30PM	Principal Direct Lending Business Launches Private Credit Fund (Business Wire)
Jun-03-24 07:03AM	Principal Financial Group Inc's Dividend Analysis (GuruFocus.com)
May-29-24 12:51PM	Principal announces new 12-month Apprentice Program (Business Wire)
09:55AM	Why You Should Stay Invested in Principal Financial (PFG) (Zacks)
May-16-24 03:30PM	Principal to acquire ESOP business from Ascensus (Business Wire)
May-15-24 09:00AM	Principal Announces Launch of New Private Infrastructure Debt Capability Aimed at Providing Safety, Stability, and Enhanced Returns Amidst a Constrained Financing Market (Business Wire)
May-10-24 03:06PM	Akebia Therapeutics, Inc. (NASDAQ:AKBA) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:18AM	Anavex Life Sciences Corp. (NASDAQ:AVXL) Q2 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 04:24PM	EchoStar Corporation (NASDAQ:SATS) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:58PM	Dynavax Technologies Corporation (NASDAQ:DVAX) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:31AM	The Liberty SiriusXM Group (NASDAQ:LSXMK) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-07-24 09:00AM	Principal survey reveals businesses set to grow, amid increased levels of optimism (Business Wire)
May-06-24 11:45AM	Why Principal Financial (PFG) is a Great Dividend Stock Right Now (Zacks)
May-03-24 12:46PM	Cognex Corporation (NASDAQ:CGNX) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 10:25AM	eXp World Holdings, Inc. (NASDAQ:EXPI) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:03AM	Decoding Principal Financial Group Inc (PFG): A Strategic SWOT Insight (GuruFocus.com)
Apr-30-24 02:01PM	Principal Financial Group, Inc. (NASDAQ:PFG) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-27-24 03:27AM	Q1 2024 Principal Financial Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:11AM	Principal Financial Group Inc (PFG) (Q1 2024) Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
Apr-26-24 12:50PM	Principal Financial (PFG) Q1 Earnings Miss, AUM Rises Y/Y (Zacks)
11:46AM	Morgan Stanley Trims Price Target on Principal Financial Group to $81 From $82 (MT Newswires)
Apr-25-24 09:54PM	PFG Stock Earnings: Principal Finl Gr Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:51PM	Principal Financial Group Q1 2024 Earnings: Surpasses Analyst Forecasts (GuruFocus.com)
06:15PM	Insurer Principal Financial's profit rises on higher premiums, investment income (Reuters)
04:34PM	Principal Financial: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces First Quarter 2024 Results (Business Wire)
Apr-22-24 09:15AM	Gear Up for Principal Financial (PFG) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
07:29AM	What Awaits Principal Financial (PFG) This Earnings Season? (Zacks)
Apr-19-24 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
Apr-18-24 10:01AM	Principal Financial (PFG) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-15-24 10:22AM	Principal® achieves sustainability goals in newly released report (Business Wire)
09:10AM	Reasons Why Investors Should Retain Principal Financial (PFG) (Zacks)
Apr-08-24 09:50AM	Here's Why Principal Financial (PFG) is a Strong Momentum Stock (Zacks)
Apr-05-24 09:40AM	Why Principal Financial (PFG) is a Top Value Stock for the Long-Term (Zacks)
Apr-04-24 08:33AM	Top 26 Tax Friendly States for Retirees in 2024 (Insider Monkey)
08:00AM	Principal to Announce First Quarter 2024 Financial Results (Business Wire)
Mar-27-24 10:29AM	AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries (Business Wire)
09:00AM	Principal® Earns 2024 ENERGY STAR® Partner of the Year Sustained Excellence Award for Seventh Consecutive Year (Business Wire)
Mar-26-24 06:30AM	3 Stocks to Buy for Both Dividends and Value in March (InvestorPlace)
Mar-22-24 01:25PM	MiNK Therapeutics, Inc. (NASDAQ:INKT) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:55AM	Enerpac Tool Group Corp. (NYSE:EPAC) Q2 2024 Earnings Call Transcript (Insider Monkey)
Mar-21-24 10:23AM	Avinger, Inc. (NASDAQ:AVGR) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-18-24 11:45AM	Principal Financial (PFG) Could Be a Great Choice (Zacks)
Mar-14-24 07:04AM	10 Stocks George Soros and Insiders Are Crazy About (Insider Monkey)
Mar-13-24 11:30AM	Why Is Principal Financial (PFG) Up 0.7% Since Last Earnings Report? (Zacks)
09:40AM	Is Principal Financial Group (PFG) Stock Undervalued Right Now? (Zacks)
09:09AM	Aware, Inc. (NASDAQ:AWRE) Q4 2023 Earnings Call Transcript (Insider Monkey)
08:56AM	Here's Why Principal Financial (PFG) Is a Solid Pick Now (Zacks)
Mar-11-24 07:04AM	Principal Financial Group Inc's Dividend Analysis (GuruFocus.com)
Mar-07-24 09:50AM	Why Principal Financial (PFG) is a Top Momentum Stock for the Long-Term (Zacks)
Mar-04-24 11:32AM	Principal® named one of the 2024 Worlds Most Ethical Companies by Ethisphere (Business Wire)
09:28AM	EchoStar Corporation (NASDAQ:SATS) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 11:43AM	The Liberty Braves Group (NASDAQ:BATRA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-28-24 01:02PM	18 Most Tax-Friendly States to Retire in 2024 (Insider Monkey)
Feb-27-24 03:00AM	Principal Asset Management upbeat on Latin America to counter China view (Reuters)
Feb-22-24 09:40AM	Is Principal Financial Group (PFG) a Great Value Stock Right Now? (Zacks)
Feb-20-24 09:50AM	Here's Why Principal Financial (PFG) is a Strong Momentum Stock (Zacks)
Feb-15-24 03:35AM	13 Countries with Easy Citizenship for Retirement (Insider Monkey)
Feb-14-24 08:32AM	Principal Financial Group, Inc. (NASDAQ:PFG) Q4 2023 Earnings Call Transcript (Insider Monkey)
12:46AM	Q4 2023 Principal Financial Group Inc Earnings Call and 2024 Outlook (Thomson Reuters StreetEvents)
Feb-13-24 11:45AM	Why Principal Financial (PFG) is a Great Dividend Stock Right Now (Zacks)
08:13AM	Principal Financial (PFG) Q4 Earnings Top, Revenues Rise Y/Y (Zacks)
Feb-12-24 06:01PM	Insurer Principal Financial's profit rises on higher premiums, investment income (Reuters)
04:40PM	Principal Financial: Q4 Earnings Snapshot (Associated Press Finance)
04:33PM	Principal Financial Group Inc Reports Full Year and Q4 2023 Results, Sets Positive 2024 Outlook (GuruFocus.com)
04:15PM	Principal Financial Group Announces Full Year and Fourth Quarter 2023 Results as well as 2024 Outlook (Business Wire)
Feb-09-24 10:27AM	How To Earn $500 A Month From Principal Financial Group Stock Ahead Of Q4 Print (Benzinga)
07:25AM	What's in Store for Principal Financial (PFG) in Q4 Earnings? (Zacks)
Feb-08-24 08:56AM	Why Earnings Season Could Be Great for Principal Financial (PFG) (Zacks)
Feb-07-24 09:15AM	Insights Into Principal Financial (PFG) Q4: Wall Street Projections for Key Metrics (Zacks)

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
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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