PG4 Stock Overview
Provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
No risks detected for PG4 from our risk checks.
Community vs My Fair Value
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Principal Financial Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$66.00 |
| 52 Week High | US$85.50 |
| 52 Week Low | US$61.00 |
| Beta | 1.01 |
| 1 Month Change | -15.38% |
| 3 Month Change | -17.50% |
| 1 Year Change | -11.41% |
| 3 Year Change | 0.76% |
| 5 Year Change | 92.98% |
| Change since IPO | 274.57% |
Recent News & Updates
Recent updates
Shareholder Returns
| PG4 | DE Insurance | DE Market | |
|---|---|---|---|
| 7D | 3.1% | 0.9% | 0.7% |
| 1Y | -11.4% | 39.0% | 12.8% |
Return vs Industry: PG4 underperformed the German Insurance industry which returned 39% over the past year.
Return vs Market: PG4 underperformed the German Market which returned 12.8% over the past year.
Price Volatility
| PG4 volatility | |
|---|---|
| PG4 Average Weekly Movement | 6.1% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in DE Market | 12.7% |
| 10% least volatile stocks in DE Market | 3.1% |
Stable Share Price: PG4 has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: PG4's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1879 | 19,700 | Strable Strable-Soethout | www.principal.com |
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services.
Principal Financial Group, Inc. Fundamentals Summary
| PG4 fundamental statistics | |
|---|---|
| Market cap | €14.69b |
| Earnings (TTM) | €961.10m |
| Revenue (TTM) | €13.95b |
15.9x
P/E Ratio1.1x
P/S RatioIs PG4 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PG4 income statement (TTM) | |
|---|---|
| Revenue | US$15.77b |
| Cost of Revenue | US$8.99b |
| Gross Profit | US$6.78b |
| Other Expenses | US$5.70b |
| Earnings | US$1.09b |
Last Reported Earnings
Mar 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.85 |
| Gross Margin | 43.01% |
| Net Profit Margin | 6.89% |
| Debt/Equity Ratio | 38.2% |
How did PG4 perform over the long term?
See historical performance and comparisonDividends
3.9%
Current Dividend Yield61%
Payout RatioDoes PG4 pay a reliable dividends?
See PG4 dividend history and benchmarks| Principal Financial Group dividend dates | |
|---|---|
| Ex Dividend Date | Jun 02 2025 |
| Dividend Pay Date | Jun 27 2025 |
| Days until Ex dividend | 30 days |
| Days until Dividend pay date | 55 days |
Does PG4 pay a reliable dividends?
See PG4 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/05/02 03:20 |
| End of Day Share Price | 2025/05/02 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Principal Financial Group, Inc. is covered by 28 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| John Heagerty | Atlantic Equities LLP |
| Jay Gelb | Barclays |