Principal Financial Group Inc

PFG

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100.538USD

-0.302-0.30%

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Principal Financial Group Inc's Score

Industry at a Glance

Industry Ranking

36 / 116

Overall Ranking

155 / 4490

Industry

Insurance

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

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 Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 15.94B.

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 14.28, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 171.95M shares, decreasing 1.44% quarter-over-quarter.

Held by ETHSX

Star Investor ETHSX holds 131.81K shares of this stock.

Analyst Rating

Based on 15 analysts

Hold

Current Rating

96.770

Target Price

-3.71%

Upside Space

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

The current financial score of Principal Financial Group Inc is 6.21, ranking 63 out of 116 in the Insurance industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 3.31B, representing a year-over-year decrease of 14.46%, while its net profit experienced a year-over-year decrease of 782.74%.

Score

Industry at a Glance

Previous score

6.21

Change

0

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Financials

4.22

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

6.17

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

4.00

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

6.66

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Principal Financial Group Inc is 6.44, ranking 91 out of 116 in the Insurance industry. Its current P/E ratio is 14.28, which is 134.00% below the recent high of 33.42 and 970.75% above the recent low of -124.36.

Score

Industry at a Glance

Previous score

6.44

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 36/116

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Principal Financial Group Inc is 6.27, ranking 84 out of 116 in the Insurance industry. The average price target is 88.50, with a high of 103.00 and a low of 74.00.

Score

Industry at a Glance

Previous score

6.31

Change

-0.04

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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

The current price momentum score of Principal Financial Group Inc is 9.24, ranking 18 out of 116 in the Insurance industry. Currently, the stock price is trading between the resistance level at 104.68 and the support level at 95.32, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.15

Change

0.09

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-12

The current institutional shareholding score of Principal Financial Group Inc is 7.00, ranking 52 out of 116 in the Insurance industry. The latest institutional shareholding proportion is 79.60%, representing a quarter-over-quarter increase of 5.39%. The largest institutional shareholder is Invesco, holding a total of 2.88M shares, representing 1.33% of shares outstanding, with 35.43% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Nippon Life Insurance Company

18.14M

--

BlackRock Institutional Trust Company, N.A.

14.14M

+2.02%

State Street Investment Management (US)

10.51M

-0.48%

Managed Account Advisors LLC

5.94M

+0.24%

Geode Capital Management, L.L.C.

5.58M

-0.74%

Dimensional Fund Advisors, L.P.

3.77M

+0.02%

Norges Bank Investment Management (NBIM)

3.10M

+8.36%

Invesco Capital Management LLC

Star Investors

2.88M

-2.95%

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1

2

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Insurance domestic-focused 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 current risk assessment score of Principal Financial Group Inc is 9.49, ranking 21 out of 116 in the Insurance industry. The company's beta value is 0.90. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Principal Financial Group Inc’s latest ESG disclosure leads the Insurance industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.

Principal Financial Group Inc

PFG

7.27 /10

Score

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Earnings Forecast

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Institutional Confidence

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Risk Assessment