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Principal Financial Group, Inc.NasdaqGS:PFG Aktierapport

Marknadsvärde US$22.4b
Aktiekurs
US$103.85
US$93.83
10.7% övervärderad intrinsisk rabatt
1Y34.9%
7D3.3%
1D
Portföljens värde
Utsikt

Principal Financial Group, Inc.

NasdaqGS:PFG Aktierapport

Börsvärde: US$22.4b

Principal Financial Group (PFG) Aktievy

Principal Financial Group, Inc. erbjuder pensioner, kapitalförvaltning och försäkringsprodukter och -tjänster till företag, privatpersoner och institutionella kunder över hela världen. Mer information

PFG fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt1/6
Tidigare resultat4/6
Finansiell hälsa3/6
Utdelningar5/6

PFG Community Fair Values

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See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

Principal Financial Group, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Principal Financial Group
Historiska aktiekurser
Aktuell aktiekursUS$103.85
52 veckors högstaUS$104.68
52 veckors lägstaUS$75.00
Beta0.90
1 månads förändring4.54%
3 månaders förändring12.04%
1 års förändring34.85%
3 års förändring52.34%
5 års förändring58.82%
Förändring sedan börsintroduktionen394.52%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 03

PFG: Sector Valuation Pressure And Muted Ratings Will Restrain Future Upside

Analysts have lifted the fair value estimate for Principal Financial Group by $4 to $87, reflecting updated price targets and research that point to higher modeled revenue growth, a slightly different profit margin outlook, and a similar future P/E assumption. Analyst Commentary Recent research updates on Principal Financial Group show a mix of support and caution, with several firms adjusting price targets and ratings around a relatively tight range.

Recent updates

Uppdatering av berättelse May 03

PFG: Sector Valuation Pressure And Muted Ratings Will Restrain Future Upside

Analysts have lifted the fair value estimate for Principal Financial Group by $4 to $87, reflecting updated price targets and research that point to higher modeled revenue growth, a slightly different profit margin outlook, and a similar future P/E assumption. Analyst Commentary Recent research updates on Principal Financial Group show a mix of support and caution, with several firms adjusting price targets and ratings around a relatively tight range.
Uppdatering av berättelse Apr 19

PFG: Capital Returns And Balanced P/E Assumptions Will Shape Future Margin Resilience

Analysts trimmed the average price target for Principal Financial Group by about $1 to reflect slightly lower fair value estimates, even as they update their views on growth, profitability and P/E assumptions after a mix of recent target hikes and reductions across the Street. Analyst Commentary Recent research on Principal Financial Group reflects a mix of optimism and caution, with several firms updating ratings and price targets as they reassess fair value, P/E assumptions and how sectorwide pressures could affect insurance valuations.
Uppdatering av berättelse Apr 04

PFG: Capital Strength And Buybacks Will Support Higher Sector Pricing

Analysts have made modest upward adjustments to Principal Financial Group's price targets, with several moving into the $85 to $95 range. They cite updated views on revenue growth, profitability, and sector valuation for life and annuity insurers.
Seeking Alpha Apr 03

Principal Financial Group: Dying Or Thriving? This 3.7% Yield Needs A Closer Look

Summary Principal Financial Group is nearing Dividend Aristocrat status, boasting a 17-year dividend growth streak and robust fundamentals. PFG reported strong 2025 results: $1.81 trillion in assets under administration, 10% AUM growth, and 13% EPS growth in Q4. Shares trade at a forward P/E of 9.1, an 18% discount to fair value, with potential for a 25% total return by 2027. PFG's 3.7% yield, mid-30% payout ratio, and disciplined capital return reinforce its resilience, though market and operational risks remain. Read the full article on Seeking Alpha
Uppdatering av berättelse Mar 20

PFG: Capital Strength And Cash Returns Will Support Future Margin Resilience

Analysts have inched their fair value estimate for Principal Financial Group higher, with the price target moving by about $1 to $95 as they factor in modestly lower assumed revenue growth, improved profit margin expectations, and a slightly lower future P/E multiple across recent research updates. Analyst Commentary Recent research activity around Principal Financial Group has centered on a cluster of price target updates and rating changes, giving you a clearer sense of how the Street is thinking about valuation, execution, and growth risk.
Uppdatering av berättelse Mar 06

PFG: Rising Loss Costs And Pricing Pressures Will Cap Future Upside

Analysts have raised their price expectations for Principal Financial Group. Our fair value estimate has increased from $67.00 to $83.00 as they consider higher Street price targets in the $85 to $95 range and updated assumptions related to growth, margins, and valuation multiples.
Uppdatering av berättelse Feb 20

PFG: Capital Strength And Cash Returns Will Balance Margin And Pricing Risks

Analysts lifted their average price target for Principal Financial Group by $1 to $93.91, citing updated assumptions around modestly higher revenue growth, a slightly higher discount rate, and a small adjustment to future P/E and profit margin expectations. Analyst Commentary Recent research on Principal Financial Group reflects a mix of cautious optimism and ongoing concerns, with several firms fine tuning their price targets while largely maintaining neutral or underweight ratings.
Analysartikel Feb 13

Principal Financial Group (NASDAQ:PFG) Will Pay A Larger Dividend Than Last Year At $0.80

Principal Financial Group, Inc. ( NASDAQ:PFG ) will increase its dividend from last year's comparable payment on the...
Uppdatering av berättelse Feb 06

PFG: Capital Strength And Cash Flow Will Balance Sector Pricing Risks

Analysts have modestly adjusted their outlook on Principal Financial Group, with recent Street price targets moving in a tight range around the mid to high US$80s as they weigh capital strength, cash flow, and life insurance earnings against concerns around pricing trends and loss costs in parts of the insurance sector. Analyst Commentary Recent research updates show a cluster of price targets for Principal Financial in the US$85 to US$92 range, with several bullish analysts nudging their expectations higher while keeping a generally cautious stance on the insurance sector.
Uppdatering av berättelse Jan 23

PFG: Capital Strength And Cash Returns Will Support Steady Future Performance

Analysts have nudged their price targets on Principal Financial higher, with recent moves such as US$74 to US$85, US$88 to US$92, and US$83 to US$87, reflecting updated views on capital strength, earnings quality, and sector wide pricing and margin trends. Analyst Commentary Recent research updates on Principal Financial Group show a mix of cautious and constructive views, with several firms adjusting price targets while keeping a close eye on sector specific trends in life and property and casualty insurance.
Uppdatering av berättelse Jan 09

PFG: Capital Strength And Calm Catastrophe Trends Will Support Future Upside

Narrative update on Principal Financial Group We have lifted our fair value estimate for Principal Financial Group to $106 from $103, reflecting analysts' higher price targets, slightly adjusted cash flow and discount rate assumptions, and updated views on margins and future P/E levels across the life and P&C insurance space. Analyst Commentary Recent Street research on Principal Financial Group has centered on modestly higher valuation ranges, cautious views on insurance pricing, and rebalanced expectations for the core business.
Uppdatering av berättelse Dec 17

PFG: Strong Claims Experience Will Support Earnings Durability And Upside Potential

Analysts have nudged their price target on Principal Financial Group modestly higher, reflecting a roughly $2 increase in estimated fair value to about $103 as they factor in stronger life insurance earnings, resilient claims experience, and easing downside risks across the core business. Analyst Commentary Bullish analysts have become incrementally more constructive on Principal Financial Group in recent months, with a series of upward price target revisions and an upgrade in rating that collectively signal improving confidence in the company’s earnings trajectory and risk profile.
Uppdatering av berättelse Dec 03

PFG: Normalizing Investment Income And Calmer Claims Will Support Steady Future Performance

Analysts modestly raised their price target on Principal Financial Group to a range of approximately $87 to $94 per share, reflecting updated insurance sector models, calmer than expected catastrophe activity, as well as improving visibility into earnings and downside risks. Analyst Commentary Analysts are broadly constructive on Principal Financial Group, but remain divided on how much upside is left after the recent rerating in the sector and the stock's multiple compression over the past year.
Uppdatering av berättelse Nov 19

PFG: Eased Downside Risks And Normalizing Trends Will Support Measured Performance

Analysts have modestly increased their price target for Principal Financial Group to approximately $89.08 per share, citing steady improvements in earnings visibility and favorable industry trends. Analyst Commentary Recent analyst updates for Principal Financial Group highlight a mix of optimism and lingering caution as price targets have inched higher.
Uppdatering av berättelse Nov 05

PFG: Eased Downside Risks And Stable Sector Will Support Performance Going Forward

Principal Financial Group's analyst price target has increased modestly from $87.83 to $88.75. Analysts cite eased downside risks and stable sector performance as reasons for the upward revision.
Analysartikel Oct 30

Principal Financial Group, Inc. Just Missed EPS By 57%: Here's What Analysts Think Will Happen Next

The analysts might have been a bit too bullish on Principal Financial Group, Inc. ( NASDAQ:PFG ), given that the...
Uppdatering av berättelse Oct 22

Analyst Commentary Drives Modest Price Target Increases for Principal Financial Group Amid Stable Outlook

Analysts have modestly increased their price target for Principal Financial Group by approximately $0.67. The new target reflects updated expectations for improved revenue growth, profit margins, and a stable macro environment supporting future earnings.
Uppdatering av berättelse Oct 08

Retirement And Global Asset Management Expansion Will Secure Future Strength

Analysts have raised their price target for Principal Financial Group to approximately $87.17 from $86. This modest increase reflects improving variable investment income, strong distribution, and sustained fee tailwinds despite ongoing flow challenges.
Analysartikel Sep 19

Take Care Before Diving Into The Deep End On Principal Financial Group, Inc. (NASDAQ:PFG)

With a price-to-earnings (or "P/E") ratio of 16x Principal Financial Group, Inc. ( NASDAQ:PFG ) may be sending bullish...
Seeking Alpha Mar 05

Principal Financial: Capital Returns Appear Priced In

Summary Principal Financial Group's stock has surged 20%, outperforming the market, driven by better earnings and strong capital returns. Q4 earnings beat expectations, with a 16% increase, though private investment returns remain subdued due to high rates impacting real estate valuations. Investment Management and Benefits and Protection units show strong performance, with disciplined cost controls and solid underwriting results supporting margins. Capital returns are solid, with a $1.4-$1.7 billion target for 2025, but current stock valuation suggests limited upside, justifying a "hold" rating. Read the full article on Seeking Alpha
Seeking Alpha Nov 15

Principal Financial Upgraded As Growth Indicators And 3% Yield Looks Positive

Summary Principal Financial gets upgraded to a buy, as it shows growth indicators that could drive its insurance premiums and fees revenue, along with positive EPS guidance. Its 3% dividend yield is competitive among its peer group. With strong credit ratings from major agencies, and a low debt-to-equity, the firm has a lower risk profile. The huge and growing annuities market presents a lot of potential. Key risks include competition from sector peers like Prudential, as well as the risk of cyberattacks on financial firms targeting client data. Read the full article on Seeking Alpha
Seeking Alpha Aug 13

Principal Financial: Capital Pressures Now Reflected In Valuation (Upgrade)

Summary Principal Financial Group has underperformed in the past year as asset management performance has weakened, with disappointing Q2 results leading to a drop in stock price. Despite some positive earnings growth in certain units, the asset management sector is facing pressure from passive investing trends and weaker returns. Management has lowered its capital target and otherwise would struggle to meet capital return targets. Even assuming lower capital returns, based on business growth needs, PFG has an over 8% capital return yield, leaving shares around fair value. Read the full article on Seeking Alpha
Seeking Alpha Apr 09

Principal Financial: Asset Management Headwinds Make Shares Less Attractive (Rating Downgrade)

Summary Principal Financial Group's shares have gained 16% but lagged behind the S&P 500 due to net outflows in its asset management business. The company's recent financials showed positive improvements in its retirement and income solutions unit, but concerns remain about its asset manager's performance. PFG's exposure to commercial real estate and weak valuations in its real estate funds pose downside risks to earnings. Read the full article on Seeking Alpha

Aktieägarnas avkastning

PFGUS InsuranceUS Marknad
7D3.3%1.6%1.1%
1Y34.9%-6.6%28.7%

Avkastning vs industri: PFG översteg US Insurance branschen som gav -6.6 % under det senaste året.

Avkastning vs Marknaden: PFG översteg US marknaden som gav 28.7 % under det senaste året.

Prisvolatilitet

Is PFG's price volatile compared to industry and market?
PFG volatility
PFG Average Weekly Movement3.0%
Insurance Industry Average Movement4.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: PFG har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: PFG s veckovolatilitet ( 3% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
187919,700Strable Strable-Soethoutwww.principal.com

Principal Financial Group, Inc. tillhandahåller pensions-, kapitalförvaltnings- och försäkringsprodukter och -tjänster till företag, privatpersoner och institutionella kunder över hela världen. Bolaget bedriver verksamhet inom segmenten Retirement and Income Solutions, Principal Asset Management och Benefits and Protection. Segmentet Retirement and Income Solutions tillhandahåller pensioner och relaterade finansiella produkter och tjänster.

Principal Financial Group, Inc. Sammanfattning av grunderna

Hur förhåller sig Principal Financial Group:s resultat och omsättning till dess börsvärde?
PFG grundläggande statistik
BörsvärdeUS$22.43b
Vinst(TTM)US$1.56b
Intäkter(TTM)US$15.46b
14.4x
P/E-förhållande
1.5x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
PFG resultaträkning (TTM)
IntäkterUS$15.46b
Kostnad för intäkterUS$8.10b
BruttovinstUS$7.36b
Övriga kostnaderUS$5.80b
IntäkterUS$1.56b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)7.23
Bruttomarginal47.61%
Nettovinstmarginal10.10%
Skuld/egenkapitalförhållande33.6%

Hur har PFG utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.2%
Aktuell utdelningsavkastning
44%
Utbetalningskvot

Ger PFG en tillförlitlig utdelning?

Se PFG utdelningshistorik och jämförelsetal
När behöver man köpa PFG för att få en kommande utdelning?
Principal Financial Group datum för utdelning
Ex utdelningsdagJun 01 2026
Utbetalningsdag för utdelningJun 26 2026
Dagar till Ex-utdelning7 days
Dagar till utdelningsdag32 days

Ger PFG en tillförlitlig utdelning?

Se PFG utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/24 20:02
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Principal Financial Group, Inc. bevakas av 26 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullArgus Research Company
Jay GelbBarclays
Taylor ScottBarclays