View ValuationPrincipal Financial Group 향후 성장Future 기준 점검 2/6Principal Financial Group (는) 각각 연간 11.5% 및 7.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.8% 로 예상됩니다.핵심 정보11.5%이익 성장률14.66%EPS 성장률Insurance 이익 성장1.3%매출 성장률7.1%향후 자기자본이익률16.82%애널리스트 커버리지Good마지막 업데이트21 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.이익 및 매출 성장 예측XTRA:PG4 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202818,6662,313N/AN/A412/31/202717,8272,2051,750N/A612/31/202616,4172,0351,600N/A63/31/202615,4591,5623,6313,747N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: PG4 의 연간 예상 수익 증가율(11.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: PG4 의 연간 수익(11.5%)이 German 시장(15.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: PG4 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: PG4 의 수익(연간 7.1%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: PG4 의 수익(연간 7.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: PG4의 자본 수익률은 3년 후 16.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YInsurance 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/27 19:26종가2026/07/24 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Principal Financial Group, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullArgus Research CompanyJay GelbBarclaysTaylor ScottBarclays22명의 분석가 더 보기
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.