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Principal Financial Group Inc

PFG

82.950USD

+0.250+0.30%
Close 09/15, 16:00ETQuotes delayed by 15 min
18.51BMarket Cap
16.24P/E TTM

Principal Financial Group Inc

82.950

+0.250+0.30%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated2025-09-12

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
26 / 112
Overall Ranking
98 / 4724
Industry
Insurance

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 14 analysts
Hold
Current Rating
85.455
Target Price
+3.33%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals, and institutional clients a range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. The Company's segments include Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail, and high-net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability and life insurance.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 41.91%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 41.91%.
Overvalued
The company’s latest PE is 16.47, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 172.72M shares, decreasing 1.31% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 27.24M shares of this stock.

Financial Health

Currency: USD Updated2025-09-12

The company's current financial score is 6.21, which is lower than the Insurance industry's average of 6.32. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 3.87B, representing a year-over-year increase of 0.00%, while its net profit experienced a year-over-year increase of 90.97%.

Score

Industry at a Glance

Previous score
6.21
Change
0

Financials

4.22

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

10.00

Operational Efficiency

6.17

Growth Potential

4.00

Shareholder Returns

6.66

Company Valuation

Currency: USD Updated2025-09-12

The company’s current valuation score is 5.60, which is higher than the Insurance industry's average of 4.09. Its current P/E ratio is 16.10, which is -6.49% below the recent high of 15.05 and 71.12% above the recent low of 4.65.

Score

Industry at a Glance

Previous score
7.68
Change
-0.05

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 26/112
No Data

Earnings Forecast

Currency: USD Updated2025-09-12

The company’s current earnings forecast score is 6.43, which is lower than the Insurance industry's average of 7.17. The average price target for Principal Financial Group Inc is 88.00, with a high of 99.00 and a low of 72.00.

Score

Industry at a Glance

Previous score
6.43
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 14 analysts
Hold
Current Rating
85.455
Target Price
+3.33%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

20
Total
8
Median
8
Average
Company name
Ratings
Analysts
Principal Financial Group Inc
PFG
14
MetLife Inc
MET
17
Prudential Financial Inc
PRU
17
Corebridge Financial Inc
CRBG
15
Aflac Inc
AFL
15
Unum Group
UNM
14
1
2
3
4

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated2025-09-12

The company’s current price momentum score is 9.28, which is higher than the Insurance industry's average of 8.31. Sideways: Currently, the stock price is trading between the resistance level at 83.19 and the support level at 76.75, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
7.18
Change
1.94

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(1)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.535
Buy
RSI(14)
66.281
Neutral
STOCH(KDJ)(9,3,3)
85.834
Buy
ATR(14)
1.518
High Vlolatility
CCI(14)
210.285
Overbought
Williams %R
12.489
Overbought
TRIX(12,20)
0.152
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
81.574
Buy
MA10
80.898
Buy
MA20
80.290
Buy
MA50
79.460
Buy
MA100
78.545
Buy
MA200
79.936
Buy

Institutional Confidence

Currency: USD Updated2025-09-12

The company’s current institutional recognition score is 7.00, which is lower than the Insurance industry's average of 7.84. The latest institutional shareholding proportion is 77.53%, representing a quarter-over-quarter increase of 0.40%. The largest institutional shareholder is The Vanguard, holding a total of 27.24M shares, representing 12.23% of shares outstanding, with 2.34% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
27.15M
-0.67%
Nippon Life Insurance Company
18.14M
--
BlackRock Institutional Trust Company, N.A.
13.99M
+1.64%
State Street Global Advisors (US)
10.77M
+11.35%
Managed Account Advisors LLC
8.28M
+17.31%
Geode Capital Management, L.L.C.
5.48M
+0.26%
Victory Capital Management Inc.
3.71M
+802.24%
Dimensional Fund Advisors, L.P.
3.66M
-6.37%
BofA Global Research (US)
3.01M
+9.58%
Norges Bank Investment Management (NBIM)
2.80M
-13.78%
1
2

Risk Assessment

Currency: USD Updated2025-09-12

The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Insurance mixed industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.75, which is higher than the Insurance industry's average of 5.26. The company's beta value is 1.03. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.75
Change
0
Beta vs S&P 500 index
1.03
VaR
+2.74%
240-Day Maximum Drawdown
+23.78%
240-Day Volatility
+27.70%
Return
Best Daily Return
60 days
+2.61%
120 days
+11.08%
5 years
+11.08%
Worst Daily Return
60 days
-4.49%
120 days
-8.04%
5 years
-8.04%
Sharpe Ratio
60 days
+1.60
120 days
+0.06
5 years
+0.65
Risk Assessment
Maximum Drawdown
240 days
+23.78%
3 years
+31.09%
5 years
+31.09%
Return-to-Drawdown Ratio
240 days
-0.16
3 years
+0.01
5 years
+0.43
Skewness
240 days
-0.18
3 years
-0.17
5 years
-0.05
Volatility
Realised Volatility
240 days
+27.70%
5 years
+27.96%
Standardised True Range
240 days
+2.17%
5 years
+2.11%
Downside Risk-Adjusted Return
120 days
+7.18%
240 days
+7.18%
Maximum Daily Upside Volatility
60 days
+14.95%
Maximum Daily Downside Volatility
60 days
+16.49%
Liquidity
Average Turnover Rate
60 days
+0.53%
120 days
+0.59%
5 years
--
Turnover Deviation
20 days
-5.31%
60 days
-1.87%
120 days
+9.36%

Peer Comparison

Insurance
Principal Financial Group Inc
Principal Financial Group Inc
PFG
7.08 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Hci Group Inc
Hci Group Inc
HCI
8.05 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
MetLife Inc
MetLife Inc
MET
8.03 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Unum Group
Unum Group
UNM
7.98 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AXIS Capital Holdings Ltd
AXIS Capital Holdings Ltd
AXS
7.98 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Arch Capital Group Ltd
Arch Capital Group Ltd
ACGL
7.89 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
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