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 supports reinvestment, shareholder distributions and balance-sheet resilience. Free cash flow near net income also indicates that recent earnings are converting into cash rather than relying primarily on accounting gains.
Capital Strength And Improving ReturnsStrong regulatory capital and improving returns give Principal flexibility to fund growth, absorb insurance volatility and return capital. Management's reiterated guidance and target-range ROE support confidence that current operating improvements can persist.
Broad-Based Business MomentumGrowth across asset management, retirement and protection reduces reliance on one revenue stream. Retirement deposit momentum, higher AUM and improved insurance underwriting together strengthen recurring fee, spread and premium earnings over the medium term.
Bears Say
Concentrated Investment OutflowsSustained outflows would reduce assets on which Principal earns management fees and could weaken distribution relationships. Although concentrated, the scale creates a material medium-term challenge if investment performance and client confidence do not recover.
Earnings And Cash-Flow VolatilityHistorical swings in revenue, margins, returns and cash-flow coverage indicate sensitivity to markets, interest rates, credit conditions and policyholder behavior. This variability makes current earnings power less predictable than the latest period alone suggests.
Fee And Performance PressureLower fee rates can compress asset-management revenue even when assets remain stable, while weaker long-term performance metrics may prolong client withdrawals. Together, these pressures can challenge margins and make rebuilding investment-management flows more difficult.
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 CHF20.19B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Oct 22, 2026 which is in 43 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Jul 27, 2026. The company reported CHF2.021 earnings per share for the quarter, beating the consensus estimate of CHF1.89 by CHF0.131.
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 2.04.
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 CHF2.021 in its last earnings report, beating expectations of CHF1.89. 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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
CHF89.24 (― Upside)
CHF89.24 (― Upside)
Blogger Sentiment
Neutral
CH:PG4 Sentiment 57%
Sector Average 58%
Sector Average 58%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
48.46%
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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