View ValuationPrincipal Financial Group 将来の成長Future 基準チェック /26Principal Financial Group利益と収益がそれぞれ年間13.1%と7.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.8% 16%なると予測されています。主要情報13.1%収益成長率16.03%EPS成長率Insurance 収益成長1.9%収益成長率7.4%将来の株主資本利益率16.81%アナリストカバレッジGood最終更新日12 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 08Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits.Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits on July 7, 2026. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027. The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Perella Weinberg Partners LP acted as financial advisor for Principal Financial Group, Inc. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Principal Financial Group, Inc. Ardea Partners LP acted as financial advisor for Beam Technologies Inc. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Beam Technologies Inc.お知らせ • Jul 01Principal Financial Group, Inc. to Report Q2, 2026 Results on Jul 27, 2026Principal Financial Group, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026お知らせ • Jun 30Principal Financial Group Expands Principal Income Suite with New Retirement Income OptionsPrincipal Financial Group expanded its Principal income suite with additional offerings designed to help Americans turn retirement savings into dependable income. The new savings vehicles with the ability to generate lifetime income can be available within an employer’s defined contribution investment lineup and will include the Principal LifeTime Income Builder Index collective investment trusts target date funds. The expansion comes as today’s workforce navigates a more complex retirement reality. With the additions to the Principal income suite, Principal is curating a broader selection of proprietary and third-party Qualified Default Investment Alternative-eligible products which plan sponsors can choose to use when helping plan participants flow from saving for retirement to receiving dependable income in retirement. Retirement income products available through the Principal income suite will soon include Principal LifeTime Income Builder Index, a QDIA-eligible option with a growth-oriented, passively invested target date fund portfolio that begins allocating to a fixed indexed annuity about age 47. With minimal participant decisions required, the target date fund automatically transitions to distributing 6% income at around age 65. Principal is also adding third-party retirement income target date fund series through new strategic partnerships with TIAA/Nuveen, the LifeCycle Income Index and Income America 5forLife. The growing number of options offered reflects the enduring commitment by Principal to continuously innovate, partner, and evolve its product portfolio and client service offering to help meet the changing needs of today’s savers and plan sponsors. Principal LifeTime Income Builder Index is a collective investment trust target date fund series that invests in a growth-oriented portfolio and beginning at approximately age 47 in group fixed indexed annuity contract(s) with a lifetime withdrawal benefit. Each fund may invest in more than one fixed indexed annuity, which are collectively referred to throughout as Lifetime Income Builder. The fixed indexed annuity contact is made to the fund by the issuing insurer, but not to the individual participants and is subject to the claims paying ability of the insurer and the conditions of the fixed indexed annuity contract. Participants are not beneficiaries of any annuity contract. Lifetime Income Builder is not provided by or guaranteed by Global Trust Company, Principal Asset Management, Vitera, LLC or any of their affiliates or by any member company of the Principal Financial Group. Each fund is designed to provide participants with a target annual income of 6% at income activation and a target minimum lifetime income percentage of 4.5% (single life payout). The target percentages are goals and there is no assurance that the target date fund will be able to make payments that meet either target percentage. If the value of the other investments in the fund reaches zero at or after income activation, income payments are adjusted to the minimum target percentage provided to the fund by the fixed indexed annuities, which is currently targeted to be the target minimum lifetime income percentage of 4.5% for a single life payout (less for joint life payout). The actual target annual income percentage and actual target minimum lifetime income percentage are dependent on economic factors and may be more or less than what is targeted. There are possible market conditions where the fixed indexed annuities’ cumulative guaranteed percentage that is provided to the trust could be less than 4.5%. Therefore, the term “target” is used to properly reflect the potential for such scenario. Joint life income – If a participant selects the joint income option offered by the fund, the actual target payment percentages will be less than the 6% and 4.5% targets, and instead of income payments terminating upon the death of the participant, income payments will continue to be made to the joint beneficiary if the joint beneficiary outlives the participant. Target percentages for joint income option are 90% or 80% of the single life targeted percentages, depending on the difference in age between the participant and the joint beneficiary. If no election is made, income will default to a single life payout. Catch up target date fund investment options – Inspired by the Internal Revenue Code permitting individuals age 50 and older to make catch up contributions, the catch up target date funds are designed for participants first investing in the target date funds later in their career. The catch up target date funds have both a shorter contribution period for allocation to the fixed indexed annuity contracts and a delayed income activation date (at or about 67 instead of 65). However, catch up target date funds follow the same glidepath design and target the same target annual income percentage of 6.0% and target minimum lifetime income percentage of 4.5% (calculated based on amounts contributed by the last day of the month prior to income activation). Those seeking to accumulate larger amounts to support larger income payments may wish to start contributing to the plan and the target date funds earlier in their career. All of these target percentages are goals and there is no assurance that the fund will be able to make payments that meet any target percentage. Further, withdrawals or transfers taken out of the fund or outstanding loan balances at the stated target date will decrease the income stream. Current target annual income and target minimum lifetime income percentages reflect economic conditions at the time each target date fund is created. Future target date funds in the series could have lower or higher targeted percentages based on economic conditions at the time of the target date fund’s creation. An investment in a target date fund is not a bank deposit and is not insured or guaranteed by the insurance companies, the trustee, Principal Asset Management or any member of the Principal Financial Group, the Federal Deposit Insurance Corporation, or any other government agency. The trust is not insured by the Federal Deposit Insurance Corporation and is not registered with the Securities and Exchange Commission. Each fixed indexed annuity is issued by an insurance company to each fund. The fixed indexed annuities do not create any third-party beneficiary relationships or third-party beneficiary rights for any other person or entity. The insurers do not guarantee that participants will receive lifetime income.お知らせ • Jun 29Principal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexPrincipal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexBoard Change • Jun 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & Chair of the Board Strable Strable-Soethout was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測XTRA:PG4 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202717,5802,1781,750N/A112/31/202616,2712,0331,600N/A13/31/202615,4591,5623,6313,747N/A12/31/202515,6261,1854,4394,537N/A9/30/202515,8011,5744,1724,252N/A6/30/202515,1311,1404,3034,376N/A3/31/202515,7701,0874,9284,996N/A12/31/202416,1281,5714,5344,603N/A9/30/202414,067-2064,0084,088N/A6/30/202415,6541,2603,9264,011N/A3/31/202414,9001,2963,5943,681N/A12/31/202313,6666233,6903,792N/A9/30/202314,1261,4793,9084,012N/A6/30/202314,1521,5484,0154,132N/A3/31/202317,2604,2783,7143,837N/A12/31/202217,5364,7573,0573,173N/A9/30/202218,4765,2453,0503,157N/A6/30/202217,2754,2892,8242,960N/A3/31/202214,1501,5343,0133,145N/A12/31/202114,4281,5803,1253,254N/A9/30/202113,9371,7112,6002,735N/A6/30/202113,8241,5882,7182,826N/A3/31/202113,3991,6222,1772,290N/A12/31/202014,7421,3963,6013,709N/A9/30/202015,0241,2244,0224,139N/A6/30/202016,1721,2654,7484,861N/A3/31/202017,0301,2535,7855,906N/A12/31/201916,2221,394N/A5,493N/A9/30/201915,9461,330N/A5,907N/A6/30/201915,8351,509N/A6,197N/A3/31/201915,0981,579N/A5,586N/A12/31/201814,2371,547N/A5,157N/A9/30/201813,7042,152N/A4,273N/A6/30/201813,9842,506N/A3,997N/A3/31/201813,9272,359N/A4,412N/A12/31/201714,0932,310N/A4,188N/A9/30/201714,3691,787N/A4,559N/A6/30/201712,5601,285N/A3,561N/A3/31/201712,4071,297N/A3,485N/A12/31/201612,3941,317N/A3,858N/A9/30/201611,6871,252N/A3,981N/A6/30/201612,1101,244N/A4,385N/A3/31/201612,3441,163N/A4,642N/A12/31/201511,9641,209N/A4,377N/A9/30/201512,0651,226N/A4,228N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PG4の予測収益成長率 (年間13.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: PG4の収益 ( 13.1% ) German市場 ( 16.2% ) よりも低い成長が予測されています。高成長収益: PG4の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: PG4の収益 ( 7.4% ) German市場 ( 6.6% ) よりも速いペースで成長すると予測されています。高い収益成長: PG4の収益 ( 7.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PG4の 自己資本利益率 は、3年後には低くなると予測されています ( 16.8 %)。成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/19 05:02終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Principal Financial Group, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関null nullArgus Research CompanyJay GelbBarclaysTaylor ScottBarclays22 その他のアナリストを表示
お知らせ • Jul 08Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits.Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits on July 7, 2026. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027. The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Perella Weinberg Partners LP acted as financial advisor for Principal Financial Group, Inc. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Principal Financial Group, Inc. Ardea Partners LP acted as financial advisor for Beam Technologies Inc. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Beam Technologies Inc.
お知らせ • Jul 01Principal Financial Group, Inc. to Report Q2, 2026 Results on Jul 27, 2026Principal Financial Group, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026
お知らせ • Jun 30Principal Financial Group Expands Principal Income Suite with New Retirement Income OptionsPrincipal Financial Group expanded its Principal income suite with additional offerings designed to help Americans turn retirement savings into dependable income. The new savings vehicles with the ability to generate lifetime income can be available within an employer’s defined contribution investment lineup and will include the Principal LifeTime Income Builder Index collective investment trusts target date funds. The expansion comes as today’s workforce navigates a more complex retirement reality. With the additions to the Principal income suite, Principal is curating a broader selection of proprietary and third-party Qualified Default Investment Alternative-eligible products which plan sponsors can choose to use when helping plan participants flow from saving for retirement to receiving dependable income in retirement. Retirement income products available through the Principal income suite will soon include Principal LifeTime Income Builder Index, a QDIA-eligible option with a growth-oriented, passively invested target date fund portfolio that begins allocating to a fixed indexed annuity about age 47. With minimal participant decisions required, the target date fund automatically transitions to distributing 6% income at around age 65. Principal is also adding third-party retirement income target date fund series through new strategic partnerships with TIAA/Nuveen, the LifeCycle Income Index and Income America 5forLife. The growing number of options offered reflects the enduring commitment by Principal to continuously innovate, partner, and evolve its product portfolio and client service offering to help meet the changing needs of today’s savers and plan sponsors. Principal LifeTime Income Builder Index is a collective investment trust target date fund series that invests in a growth-oriented portfolio and beginning at approximately age 47 in group fixed indexed annuity contract(s) with a lifetime withdrawal benefit. Each fund may invest in more than one fixed indexed annuity, which are collectively referred to throughout as Lifetime Income Builder. The fixed indexed annuity contact is made to the fund by the issuing insurer, but not to the individual participants and is subject to the claims paying ability of the insurer and the conditions of the fixed indexed annuity contract. Participants are not beneficiaries of any annuity contract. Lifetime Income Builder is not provided by or guaranteed by Global Trust Company, Principal Asset Management, Vitera, LLC or any of their affiliates or by any member company of the Principal Financial Group. Each fund is designed to provide participants with a target annual income of 6% at income activation and a target minimum lifetime income percentage of 4.5% (single life payout). The target percentages are goals and there is no assurance that the target date fund will be able to make payments that meet either target percentage. If the value of the other investments in the fund reaches zero at or after income activation, income payments are adjusted to the minimum target percentage provided to the fund by the fixed indexed annuities, which is currently targeted to be the target minimum lifetime income percentage of 4.5% for a single life payout (less for joint life payout). The actual target annual income percentage and actual target minimum lifetime income percentage are dependent on economic factors and may be more or less than what is targeted. There are possible market conditions where the fixed indexed annuities’ cumulative guaranteed percentage that is provided to the trust could be less than 4.5%. Therefore, the term “target” is used to properly reflect the potential for such scenario. Joint life income – If a participant selects the joint income option offered by the fund, the actual target payment percentages will be less than the 6% and 4.5% targets, and instead of income payments terminating upon the death of the participant, income payments will continue to be made to the joint beneficiary if the joint beneficiary outlives the participant. Target percentages for joint income option are 90% or 80% of the single life targeted percentages, depending on the difference in age between the participant and the joint beneficiary. If no election is made, income will default to a single life payout. Catch up target date fund investment options – Inspired by the Internal Revenue Code permitting individuals age 50 and older to make catch up contributions, the catch up target date funds are designed for participants first investing in the target date funds later in their career. The catch up target date funds have both a shorter contribution period for allocation to the fixed indexed annuity contracts and a delayed income activation date (at or about 67 instead of 65). However, catch up target date funds follow the same glidepath design and target the same target annual income percentage of 6.0% and target minimum lifetime income percentage of 4.5% (calculated based on amounts contributed by the last day of the month prior to income activation). Those seeking to accumulate larger amounts to support larger income payments may wish to start contributing to the plan and the target date funds earlier in their career. All of these target percentages are goals and there is no assurance that the fund will be able to make payments that meet any target percentage. Further, withdrawals or transfers taken out of the fund or outstanding loan balances at the stated target date will decrease the income stream. Current target annual income and target minimum lifetime income percentages reflect economic conditions at the time each target date fund is created. Future target date funds in the series could have lower or higher targeted percentages based on economic conditions at the time of the target date fund’s creation. An investment in a target date fund is not a bank deposit and is not insured or guaranteed by the insurance companies, the trustee, Principal Asset Management or any member of the Principal Financial Group, the Federal Deposit Insurance Corporation, or any other government agency. The trust is not insured by the Federal Deposit Insurance Corporation and is not registered with the Securities and Exchange Commission. Each fixed indexed annuity is issued by an insurance company to each fund. The fixed indexed annuities do not create any third-party beneficiary relationships or third-party beneficiary rights for any other person or entity. The insurers do not guarantee that participants will receive lifetime income.
お知らせ • Jun 29Principal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexPrincipal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic Index
Board Change • Jun 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & Chair of the Board Strable Strable-Soethout was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.