PRINCIPAL FINANCIAL GROUP INC

NASDAQ: PFG (Principal Financial Group Inc)

Last update: 02 Sep, 12:16PM

81.42

0.72 (0.89%)

Previous Close 80.70
Open 80.76
Volume 961,530
Avg. Volume (3M) 1,202,260
Market Cap 18,855,569,408
Price / Earnings (TTM) 15.48
Price / Earnings (Forward) 10.94
Price / Sales 1.40
Price / Book 1.92
52 Weeks Range
66.21 (-18%) — 88.26 (8%)
Earnings Date 24 Oct 2024
TTM Dividend Yield 3.43%
Profit Margin 8.05%
Operating Margin (TTM) 10.29%
Diluted EPS (TTM) 5.26
Quarterly Revenue Growth (YOY) 21.20%
Quarterly Earnings Growth (YOY) -9.20%
Total Debt/Equity (MRQ) 38.08%
Current Ratio (MRQ) 1.53
Operating Cash Flow (TTM) 4.01 B
Levered Free Cash Flow (TTM) 650.74 M
Return on Assets (TTM) 0.33%
Return on Equity (TTM) 11.82%

Market Trend

Short Term Medium Term
Industry Asset Management (US) Bullish Bullish
Asset Management (Global) Bullish Bullish
Stock Principal Financial Group Inc Bullish Bullish

Stockmoo Score

1.0
Analyst Consensus 0.5
Insider Activity -1.5
Price Volatility 2.0
Technical Moving Averages 0.0
Technical Oscillators 4.0
Average 1.00

Similar Stocks

Stock Market Cap DY P/E P/B
PFG 19 B 3.43% 15.48 1.92
TROW 26 B 3.23% 13.60 2.44
NTRS 18 B 3.28% 12.54 1.65
CG 16 B 3.19% - 3.42
ARCC 13 B 9.12% 7.36 1.10
NTRSO - 4.05% 3.02 -

Principal Financial Group Inc is a leader in Global investment management offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through diverse family of financial services companies. It operates in four business segments that are Retirement and Income Solutions, Principal Global Investors, Principal International, and United States Insurance Solutions. The company receives maximum revenue in the form of premiums.

Sector Financial Services
Industry Asset Management
Investment Style Mid Value
% Held by Insiders 1.02%
% Held by Institutions 72.70%

Ownership

Name Date Shares Held
Nippon Life Insurance Co 30 Jun 2024 18,137,000
52 Weeks Range
66.21 (-18%) — 88.26 (8%)
Price Target Range
70.00 (-14%) — 91.00 (11%)
High 91.00 (B of A Securities, 11.77%) Hold
Median 86.00 (5.63%)
Low 70.00 (Citigroup, -14.03%) Sell
Average 83.50 (2.56%)
Total 6 Hold, 2 Sell
Avg. Price @ Call 84.24
Firm Date Target Price Call Price @ Call
B of A Securities 10 Oct 2024 91.00 (11.77%) Hold 87.48
Wells Fargo 10 Oct 2024 86.00 (5.63%) Hold 87.48
29 Jul 2024 85.00 (4.40%) Hold 81.43
Barclays 09 Oct 2024 75.00 (-7.89%) Sell 87.51
04 Sep 2024 74.00 (-9.11%) Sell 81.14
Piper Sandler 02 Oct 2024 90.00 (10.54%) Hold 85.08
Morgan Stanley 19 Aug 2024 83.00 (1.94%) Hold 78.16
Keefe, Bruyette & Woods 30 Jul 2024 86.00 (5.63%) Hold 81.83
RBC Capital 29 Jul 2024 87.00 (6.85%) Hold 81.43
Citigroup 23 Jul 2024 70.00 (-14.03%) Sell 84.97
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
PITZ JOEL - 89.99 -2,500 -224,975
Aggregate Net Quantity -2,500
Aggregate Net Value ($) -224,975
Aggregate Avg. Buy ($) -
Aggregate Avg. Sell ($) 89.99
Name Holder Date Type Quantity Price Value ($)
PITZ JOEL Officer 15 Oct 2024 Automatic sell (-) 2,500 89.99 224,975
TTM Dividend Yield 3.43%
5Y Average Dividend Yield 3.64%
Payout Ratio 51.71%
Expected Next Dividend Payment Dec 2024
Ex Date Announcement Date Payment Date Details
05 Sep 2024 24 Jul 2024 27 Sep 2024 0.72 Cash
03 Jun 2024 24 Apr 2024 27 Jun 2024 0.71 Cash
11 Mar 2024 09 Feb 2024 28 Mar 2024 0.69 Cash
30 Nov 2023 25 Oct 2023 20 Dec 2023 0.67 Cash
06 Sep 2023 26 Jul 2023 29 Sep 2023 0.65 Cash
31 May 2023 26 Apr 2023 30 Jun 2023 0.64 Cash
14 Mar 2023 27 Jan 2023 31 Mar 2023 0.64 Cash
30 Nov 2022 26 Oct 2022 19 Dec 2022 0.64 Cash
07 Sep 2022 08 Aug 2022 30 Sep 2022 0.64 Cash
01 Jun 2022 27 Apr 2022 24 Jun 2022 0.64 Cash
09 Mar 2022 28 Jan 2022 25 Mar 2022 0.64 Cash
30 Nov 2021 25 Oct 2021 21 Dec 2021 0.64 Cash
31 Aug 2021 26 Jul 2021 24 Sep 2021 0.63 Cash
02 Jun 2021 26 Apr 2021 25 Jun 2021 0.61 Cash
26 Feb 2021 27 Jan 2021 26 Mar 2021 0.56 Cash
01 Dec 2020 23 Oct 2020 21 Dec 2020 0.56 Cash
31 Aug 2020 24 Jul 2020 25 Sep 2020 0.56 Cash
29 May 2020 24 Apr 2020 26 Jun 2020 0.56 Cash
28 Feb 2020 27 Jan 2020 27 Mar 2020 0.56 Cash
02 Dec 2019 23 Oct 2019 27 Dec 2019 0.55 Cash
04 Sep 2019 24 Jul 2019 27 Sep 2019 0.55 Cash
31 May 2019 24 Apr 2019 28 Jun 2019 0.54 Cash
01 Mar 2019 28 Jan 2019 29 Mar 2019 0.54 Cash
30 Nov 2018 24 Oct 2018 28 Dec 2018 0.54 Cash
05 Sep 2018 24 Jul 2018 28 Sep 2018 0.53 Cash
01 Jun 2018 25 Apr 2018 29 Jun 2018 0.52 Cash
02 Mar 2018 26 Jan 2018 29 Mar 2018 0.51 Cash
01 Dec 2017 25 Oct 2017 28 Dec 2017 0.49 Cash
30 Aug 2017 26 Jul 2017 29 Sep 2017 0.47 Cash
01 Jun 2017 26 Apr 2017 30 Jun 2017 0.46 Cash
02 Mar 2017 27 Jan 2017 31 Mar 2017 0.45 Cash
01 Dec 2016 26 Oct 2016 27 Dec 2016 0.43 Cash
31 Aug 2016 27 Jul 2016 30 Sep 2016 0.41 Cash
02 Jun 2016 27 Apr 2016 24 Jun 2016 0.39 Cash
03 Mar 2016 29 Jan 2016 25 Mar 2016 0.38 Cash
03 Dec 2015 21 Oct 2015 28 Dec 2015 0.38 Cash
02 Sep 2015 22 Jul 2015 25 Sep 2015 0.38 Cash
04 Jun 2015 22 Apr 2015 26 Jun 2015 0.38 Cash
05 Mar 2015 28 Jan 2015 27 Mar 2015 0.36 Cash
04 Dec 2014 22 Oct 2014 26 Dec 2014 0.34 Cash
04 Sep 2014 23 Jul 2014 26 Sep 2014 0.34 Cash
05 Jun 2014 23 Apr 2014 27 Jun 2014 0.32 Cash
06 Mar 2014 30 Jan 2014 28 Mar 2014 0.28 Cash
05 Dec 2013 23 Oct 2013 27 Dec 2013 0.26 Cash
03 Sep 2013 24 Jul 2013 27 Sep 2013 0.26 Cash
30 May 2013 25 Apr 2013 28 Jun 2013 0.23 Cash
07 Mar 2013 30 Jan 2013 29 Mar 2013 0.23 Cash
06 Dec 2012 25 Oct 2012 28 Dec 2012 0.21 Cash
04 Sep 2012 21 Aug 2012 28 Sep 2012 0.21 Cash
31 May 2012 22 May 2012 29 Jun 2012 0.18 Cash
08 Mar 2012 29 Feb 2012 30 Mar 2012 0.18 Cash
08 Nov 2011 26 Oct 2011 02 Dec 2011 0.7 Cash
17 Nov 2010 01 Nov 2010 03 Dec 2010 0.55 Cash
10 Nov 2009 26 Oct 2009 04 Dec 2009 0.5 Cash
12 Nov 2008 11 Oct 2008 05 Dec 2008 0.45 Cash
14 Nov 2007 29 Oct 2007 07 Dec 2007 0.9 Cash
20 Nov 2006 07 Nov 2006 15 Dec 2006 0.8 Cash
15 Nov 2005 02 Nov 2005 16 Dec 2005 0.65 Cash
09 Nov 2004 21 Oct 2004 17 Dec 2004 0.55 Cash
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Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2024 2.12 3 2.60
2023 2.60 4 3.31
2022 2.56 4 3.05
2021 2.44 4 3.37
2020 2.24 4 4.52
2019 2.18 4 3.96
2018 2.10 4 4.75
2017 1.87 4 2.65
2016 1.61 4 2.78
2015 1.50 4 3.34
2014 1.28 4 2.46
2013 0.980 4 1.99
2012 0.780 4 2.74
2011 0.700 1 2.85
2010 0.550 1 1.69
2009 0.500 1 2.08
2008 0.450 1 1.99
2007 0.900 1 1.31
2006 0.800 1 1.36
2005 0.650 1 1.37
2004 0.550 1 1.34
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

Portfolio

Template

Your price alert

Risk Profile

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Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive
Margin of Safety (EP)
Partial Profit (TP1)
Target Profit (TP2)
Maximum Loss (SL)

Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

Entry Price (EP)

Take Profit 1 (TP1)

Take Profit 2 (TP2)

Stop Loss (SL)

52W Range
 
52WL
 
52WH
SL
EP
TP1
TP2

All alert prices are within 52 weeks price range

Realized Profit -
Unrealized Profit -
Dividend Received 2024 -
Total Profit -
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Quantity (Buy) -
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Quantity (Sold) -
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