PG4 Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Retirement Ecosystem GrowthGrowth in recurring deposits, participant contributions, and deferrals supports a durable, fee-generating retirement franchise. Increasing engagement can deepen customer relationships, improve asset retention, and provide a recurring foundation for future revenue across workplace savings.
Strong Cash GenerationStrong operating and free cash flow indicates that recent earnings are converting into financial resources that can fund dividends, buybacks, investment, and business development. Close free-cash-flow alignment with net income also supports the quality of reported profitability.
Operating Margin ExpansionRevenue growth combined with margin expansion suggests disciplined expense management and improving operating leverage across key businesses. If sustained, this combination can strengthen earnings resilience and increase the company’s capacity to reinvest while supporting shareholder returns.
Bears Say
Active Equity OutflowsPersistent outflows from active equity strategies can reduce assets under management and therefore pressure recurring fee revenue. Continued withdrawals may also weaken scale economics and limit investment-management earnings, making this an important structural challenge beyond a single quarter.
Market-Sensitive AUMThe company’s asset-management and pension results remain exposed to market performance and currency movements across several higher-volatility investment categories. This sensitivity can produce uneven AUM, fee revenue, and earnings, reducing confidence that recent profitability will remain consistently stable.
Beam Integration DragThe Beam acquisition expands Principal’s small-business reach but currently creates an earnings headwind while policies are repapered onto Principal’s networks. Until integration benefits materialize, ongoing losses and execution requirements could dilute near-term profitability from the acquired platform.
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 CHF19.52B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Feb 10, 2027 which is in 105 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Oct 26, 2026. The company reported CHF1.842 earnings per share for the quarter, missing the consensus estimate of CHF2.014 by -CHF0.172.
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 2.02.
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 CHF1.842 in its last earnings report, missing expectations of CHF2.014. 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:
CHF92.18 (― Upside)
CHF92.18 (― Upside)
Blogger Sentiment
Bullish
CH:PG4 Sentiment 67%
Sector Average 58%
Sector Average 58%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
43.08%
12-Months-Change
Fundamentals
Return on Equity
13.03%
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
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was predominantly positive. Principal reported 12% year-to-date EPS growth at the high end of its target, strong capital generation and shareholder returns, growth across retirement, SMB, international pension, life, private markets, and ETFs, and a healthy capital position. The main challenges were negative company net cash flow driven by active equity outflows, investment management earnings pressure, a modest Beam earnings drag, claims volatility in individual disability, and increased caution among small and mid-sized businesses.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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