PG4 Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationRobust operating and free cash flow provide substantial internal funding for dividends, buybacks, strategic investment, and balance-sheet needs. FCF tracking net income closely also supports earnings quality, reducing reliance on external financing to sustain shareholder returns.
Diversified Growth PlatformsGrowth across managed assets, private markets, and international pensions broadens Principal’s earnings base beyond any single product or geography. This diversification can support durable fee growth and strengthen competitive positioning as retirement demand and alternative investments expand.
Improving Underwriting And Capital StrengthBetter specialty-benefits underwriting indicates stronger risk pricing and operating execution, while substantial excess capital supports resilience and strategic flexibility. Together, these factors improve the company’s capacity to absorb volatility, invest in growth, and maintain capital returns.
Bears Say
Investment-management OutflowsLarge outflows can reduce fee-bearing assets and pressure investment-management revenue, particularly when concentrated strategies represent a meaningful source of client relationships. Persistent flow weakness could also weaken scale benefits and require additional spending to rebuild performance and distribution momentum.
Uneven Earnings DurabilityThe pronounced multi-year swings make recent margin and earnings improvements less certain as a durable baseline. Uneven performance can complicate capital planning, reduce confidence in recurring earnings power, and leave results more dependent on cycle conditions than on steady operating expansion.
Market-sensitive Asset BasePrincipal’s asset-management economics remain exposed to market levels, currency movements, and performance across several risk-sensitive asset classes. Adverse conditions can lower AUM and fee revenue even without client withdrawals, making earnings and capital-generation trends less predictable.
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 CHF20.41B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Oct 22, 2026 which is in 20 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Jul 27, 2026. The company reported CHF2.091 earnings per share for the quarter, beating the consensus estimate of CHF1.956 by CHF0.135.
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 2.1.
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 CHF2.091 in its last earnings report, beating expectations of CHF1.956. 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
1
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3
4
5
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7
8
9
10
Analyst Consensus
Hold
Average Price Target:
CHF92.50 (― Upside)
CHF92.50 (― Upside)
Blogger Sentiment
Bullish
CH:PG4 Sentiment 71%
Sector Average 62%
Sector Average 62%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
39.69%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
10.00%
Trailing 12-Months
Learn more about TipRanks Smart Score
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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