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Principal Financial Group Inc

PFG

83.020USD

-1.020-1.21%

Close 11/03, 16:00（ET）Quotes delayed by 15 min

18.31BMarket Cap

11.63P/E TTM



Principal Financial Group Inc

83.020

-1.020-1.21%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Principal Financial Group Inc

Currency: USD Updated: 2025-11-03

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.

Principal Financial Group Inc's Score

Industry at a Glance

Industry Ranking

44 / 119

Overall Ranking

198 / 4617

Industry

Insurance

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 13 analysts

Hold

Current Rating

88.750

Target Price

+5.60%

Upside Space

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

Principal Financial Group Inc 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%.

Fairly Valued

The company’s latest PE is 12.03, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 168.38M shares, decreasing 3.92% quarter-over-quarter.

Held by Mairs and Power

Star Investor Mairs and Power holds 417.02K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-03

The company's current financial score is 6.21, which is lower than the Insurance industry's average of 6.51. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 3.94B, representing a year-over-year increase of 5.60%, while its net profit experienced a year-over-year increase of 197.18%.

Score

Industry at a Glance

Previous score

6.21

Change



Financials

4.22

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

6.17

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

4.00

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

6.66

Key Metrics

Free cash flow

No Data

Principal Financial Group Inc's Company Valuation

Currency: USD Updated: 2025-11-03

The company’s current valuation score is 6.44, which is lower than the Insurance industry's average of 7.37. Its current P/E ratio is 12.03, which is 177.84% below the recent high of 33.42 and 1133.90% above the recent low of -124.36.

Score

Industry at a Glance

Previous score

6.44

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 44/119

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-03

The company’s current earnings forecast score is 6.31, which is lower than the Insurance industry's average of 7.32. The average price target for Principal Financial Group Inc is 88.50, with a high of 103.00 and a low of 74.00.

Score

Industry at a Glance

Previous score

6.15

Change

0.16

Support & Resistance

No Data

Analyst Rating

Based on 13 analysts

Hold

Current Rating

88.750

Target Price

+5.60%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Principal Financial Group Inc

PFG

Prudential Financial Inc

PRU

MetLife Inc

MET

Corebridge Financial Inc

CRBG

Unum Group

UNM

Aflac Inc

AFL

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 Updated: 2025-11-03

The company’s current price momentum score is 7.06, which is higher than the Insurance industry's average of 6.94. Sideways: Currently, the stock price is trading between the resistance level at 86.14 and the support level at 78.90, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.72

Change

-1.66

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(2)

Neutral(3)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

0.864

Neutral

RSI(14)

58.431

Neutral

STOCH(KDJ)(9,3,3)

80.827

Neutral

ATR(14)

1.732

Low Volatility

CCI(14)

105.516

Buy

Williams %R

20.975

Buy

TRIX(12,20)

-0.021

Sell

StochRSI(14)

15.797

Sell

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

82.886

Buy

MA10

81.159

Buy

MA20

80.845

Buy

MA50

81.288

Buy

MA100

79.957

Buy

MA200

80.170

Buy

Institutional Confidence

Currency: USD Updated: 2025-11-03

The company’s current institutional recognition score is 7.00, which is higher than the Insurance industry's average of 6.79. The latest institutional shareholding proportion is 76.64%, representing a quarter-over-quarter decrease of 1.15%. The largest institutional shareholder is The Vanguard, holding a total of 27.24M shares, representing 12.40% of shares outstanding, with 3.78% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

27.24M

+0.35%

Nippon Life Insurance Company

18.14M

BlackRock Institutional Trust Company, N.A.

13.85M

-0.99%

State Street Investment Management (US)

10.69M

-0.69%

Managed Account Advisors LLC

9.13M

+10.34%

Geode Capital Management, L.L.C.

5.49M

+0.11%

Victory Capital Management Inc.

4.29M

+15.84%

Dimensional Fund Advisors, L.P.

3.76M

+2.76%

BofA Global Research (US)

3.24M

+7.58%

Norges Bank Investment Management (NBIM)

2.86M

+1.98%

Risk Assessment

Currency: USD Updated: 2025-11-03

The company’s current risk assessment score is 9.36, which is higher than the Insurance industry's average of 6.81. 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.