PFG 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 | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
My Notes
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Retirement Solutions Focus Will Strengthen Future Market Position
Principal Financial Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$77.30 |
| 52 Week High | US$91.98 |
| 52 Week Low | US$72.21 |
| Beta | 1.2 |
| 1 Month Change | -9.83% |
| 3 Month Change | -9.89% |
| 1 Year Change | -2.03% |
| 3 Year Change | 7.99% |
| 5 Year Change | 41.16% |
| Change since IPO | 268.10% |
Recent News & Updates
Principal Financial Group (NASDAQ:PFG) Has Announced That It Will Be Increasing Its Dividend To $0.73
Nov 20
Principal Financial Upgraded As Growth Indicators And 3% Yield Looks Positive
Nov 15Recent updates
Principal Financial Group (NASDAQ:PFG) Has Announced That It Will Be Increasing Its Dividend To $0.73
Nov 20Principal Financial Upgraded As Growth Indicators And 3% Yield Looks Positive
Nov 15Principal Financial Group (NASDAQ:PFG) Is Paying Out A Larger Dividend Than Last Year
Oct 29Principal Financial Group (NASDAQ:PFG) Is Paying Out A Larger Dividend Than Last Year
Aug 21Principal Financial: Capital Pressures Now Reflected In Valuation (Upgrade)
Aug 13Principal Financial Group (NASDAQ:PFG) Is Paying Out A Larger Dividend Than Last Year
Jul 30Market Cool On Principal Financial Group, Inc.'s (NASDAQ:PFG) Earnings
Jul 21Principal Financial Group (NASDAQ:PFG) Is Increasing Its Dividend To $0.71
May 07Principal Financial: Asset Management Headwinds Make Shares Less Attractive (Rating Downgrade)
Apr 09Principal Financial Group's (NASDAQ:PFG) Upcoming Dividend Will Be Larger Than Last Year's
Feb 19Principal Financial Group: An Expensive Insurance Company With Limited Near-Term Upside
Jan 26Principal Financial Group rebrands investment unit as Principal Asset Management
Oct 10Shareholder Returns
| PFG | US Insurance | US Market | |
|---|---|---|---|
| 7D | -2.0% | -2.2% | -2.4% |
| 1Y | -2.0% | 26.1% | 23.3% |
Return vs Industry: PFG underperformed the US Insurance industry which returned 26.1% over the past year.
Return vs Market: PFG underperformed the US Market which returned 23.3% over the past year.
Price Volatility
| PFG volatility | |
|---|---|
| PFG Average Weekly Movement | 3.5% |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: PFG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: PFG's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1879 | 19,800 | Dan Houston | 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
| PFG fundamental statistics | |
|---|---|
| Market cap | US$17.68b |
| Earnings (TTM) | -US$206.10m |
| Revenue (TTM) | US$14.07b |
1.3x
P/S Ratio-85.8x
P/E RatioIs PFG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PFG income statement (TTM) | |
|---|---|
| Revenue | US$14.07b |
| Cost of Revenue | US$9.05b |
| Gross Profit | US$5.02b |
| Other Expenses | US$5.23b |
| Earnings | -US$206.10m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.90 |
| Gross Margin | 35.69% |
| Net Profit Margin | -1.47% |
| Debt/Equity Ratio | 36.3% |
How did PFG perform over the long term?
See historical performance and comparisonDividends
3.8%
Current Dividend Yield-318%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 03:16 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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 |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| John Heagerty | Atlantic Equities LLP |
| Jay Gelb | Barclays |