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Principal Financial Group LSE:0KO5 Stock Report

Last Price

US$76.98

Market Cap

US$17.7b

7D

-2.6%

1Y

-3.0%

Updated

22 Dec, 2024

Data

Company Financials +

Principal Financial Group, Inc.

LSE:0KO5 Stock Report

Market Cap: US$17.7b

0KO5 Stock Overview

Provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. More details

0KO5 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance0/6
Financial Health3/6
Dividends4/6

My Notes

Capture your thoughts, links and company narrative

Principal Financial Group, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Principal Financial Group
Historical stock prices
Current Share PriceUS$76.98
52 Week HighUS$92.64
52 Week LowUS$72.65
Beta1.2
1 Month Change-10.25%
3 Month Change-10.08%
1 Year Change-2.95%
3 Year Change7.74%
5 Year Change40.89%
Change since IPO2.59%

Recent News & Updates

Recent updates

Shareholder Returns

0KO5GB InsuranceGB Market
7D-2.6%-3.3%-2.6%
1Y-3.0%-5.2%2.4%

Return vs Industry: 0KO5 exceeded the UK Insurance industry which returned -5.2% over the past year.

Return vs Market: 0KO5 underperformed the UK Market which returned 2.4% over the past year.

Price Volatility

Is 0KO5's price volatile compared to industry and market?
0KO5 volatility
0KO5 Average Weekly Movement3.8%
Insurance Industry Average Movement4.4%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.6%
10% least volatile stocks in GB Market2.6%

Stable Share Price: 0KO5 has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0KO5's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187919,800Dan Houstonwww.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

How do Principal Financial Group's earnings and revenue compare to its market cap?
0KO5 fundamental statistics
Market capUS$17.68b
Earnings (TTM)-US$206.10m
Revenue (TTM)US$14.07b

1.3x

P/S Ratio

-85.8x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0KO5 income statement (TTM)
RevenueUS$14.07b
Cost of RevenueUS$9.05b
Gross ProfitUS$5.02b
Other ExpensesUS$5.23b
Earnings-US$206.10m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)-0.90
Gross Margin35.69%
Net Profit Margin-1.47%
Debt/Equity Ratio36.3%

How did 0KO5 perform over the long term?

See historical performance and comparison

Dividends

3.8%

Current Dividend Yield

-318%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 19:11
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Principal Financial Group, Inc. is covered by 28 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
John HeagertyAtlantic Equities LLP
Jay GelbBarclays