PG4 Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationConsistent high operating and free cash flow provides durable internal funding for dividends, buybacks, and strategic investments. Over 2–6 months this supports capital returns and balance sheet flexibility, reducing reliance on external financing and enabling disciplined deployment through market cycles.
Robust Capital Position And ReturnsA sizable capital buffer and demonstrated share repurchases plus a rising dividend reflect conservative capital management. This strengthens resilience to underwriting or market shocks, supports steady shareholder returns, and preserves optionality for opportunistic M&A without destabilizing core operations.
Diversified AUM Growth & Private Markets MomentumBroad AUM scale with faster-growing private markets and international pension businesses diversifies fee streams away from cyclic public equity flows. This mix increases higher-margin, sticky revenues and reduces single-market reliance, supporting steadier long-term asset-management fee generation and client relationships.
Bears Say
Concentrated Net Outflows In Active EquityLarge, concentrated outflows materially reduce asset-based fees and can persist if performance metrics lag peers. Concentration raises product-level reputational risk, pressures resources to stabilize returns, and can lead to elevated client remediation costs or redemptions that weaken recurring revenue over multiple quarters.
Fee Pressure From Weaker Performance MetricsDeclining long-term performance rankings and compressing fee rates erode the sustainable margin profile of investment management. Over months this can reduce gross margins, shrink AUM-retention economics, and force either margin compression or higher investment in performance remediation and product reengineering.
Multi-year Revenue And Earnings VolatilityEarnings and return-on-equity have swung materially across years, indicating sensitivity to market cycles and one-offs. This volatility undermines predictability of earnings, complicates long-term planning, payout consistency, and may constrain investor confidence and the firm's ability to commit reliably to multi-year strategic initiatives.
Principal Financial News
PG4 FAQ
What was Principal Financial’s price range in the past 12 months?
Currently, no data Available
What is Principal Financial’s market cap?
Principal Financial’s market cap is CHF19.81B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Oct 22, 2026 which is in 66 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Jul 27, 2026. The company reported CHF2.034 earnings per share for the quarter, beating the consensus estimate of CHF1.902 by CHF0.132.
Is Principal Financial overvalued?
According to Wall Street analysts Principal Financial’s price is currently Undervalued.
Does Principal Financial pay dividends?
Principal Financial does not currently pay dividends.
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.05.
How many shares outstanding does Principal Financial have?
Currently, no data Available
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of CHF2.034 in its last earnings report, beating expectations of CHF1.902. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Principal Financial?
Currently, no hedge funds are holding shares in CH:PG4
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Principal Financial Stock Smart Score
Neutral
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Analyst Consensus
Hold
Average Price Target:
CHF88.39 (― Upside)
CHF88.39 (― Upside)
Blogger Sentiment
Bullish
CH:PG4 Sentiment 71%
Sector Average ―
Sector Average ―
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
42.35%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
10.00%
Trailing 12-Months
Company Description
Principal Financial
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.
PG4 Company Deck
PG4 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted broad, measurable momentum across the company: strong adjusted EPS growth, margin and ROE expansion, record gross sales in asset management, robust retirement and SMB flows, sizable capital returns and a raised dividend. Management acknowledged some short-term headwinds — negative total net cash flow for the company, redemptions in select active U.S. equity funds, timing-driven reductions in variable investment income, and lumpiness in PRT transactions — but positioned these as largely manageable, transitory, or offset by diversification and capital strength. On balance, highlights materially outweigh the lowlights and management expressed confidence in delivering 2026 targets.View all CH:PG4 earnings summariesPG4 Revenue Breakdown
52.36% Retirement and Income Solutions
17.99% Principal Asset Management
31.78% Benefits and Protection
0.65% Corporate
0.26% Net realized capital gains (losses), net of related revenue adjustments
-2.33% Revenues from exited business
-0.44% Adjustments related to equity method investments
-0.26% Market risk benefit derivative settlements
PG4 Stock 12 Month Forecast
Average Price Target
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