PG4 Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Free Cash Flow GenerationPrincipal’s TTM free cash flow of roughly $3.6B, tracking ~97% of net income, signals high earnings quality and persistent cash conversion. Strong FCF supports sustainable dividend policy, buybacks, strategic reinvestment and cushioning for cyclic insurance/regulatory capital needs over time.
Margin And ROE ExpansionA 190bp margin expansion and operating ROE rising to 16.1% reflect improved operational efficiency and capital productivity. Higher ROE and margins enhance the firm’s ability to fund dividends and capital returns, absorb underwriting or market shocks, and sustain long-term shareholder returns.
Diversified Asset Management FlowsRecord $37B gross sales and double‑digit private markets AUM growth show broad distribution traction and product diversification. Diverse inflows across public, private and international pensions lessen single‑market risk, supporting recurring fee revenue and long‑term AUM resilience.
Bears Say
Top-line WeaknessA marked TTM revenue decline indicates weaker top-line momentum, reducing revenue resiliency. Lower recurring fees and premium growth can amplify earnings cyclicality, constrain margin expansion over time, and increase reliance on variable investment income and one‑time gains to sustain profitability.
Negative Net Cash Flow / AUM PressureNegative company net cash flow and modest sequential AUM pressure suggest vulnerability to client outflows. Sustained outflows reduce asset‑based fees and investment spread income, pressuring earnings and capital unless offset by new sales, market returns, or drawing on holding liquidity.
Earnings Lumpy From Variable ItemsReliance on timing‑sensitive items (performance fees, real‑estate monetization, PRT transactions) makes results volatile. This lumpiness reduces predictability of earnings and free cash flow, complicates capital planning, and can mask underlying operational trends across quarters.
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 CHF19.34B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Jul 27, 2026 which is in 2 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Apr 23, 2026. The company reported $1.69 earnings per share for the quarter, beating the consensus estimate of $1.643 by $0.047.
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 1.91.
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 $1.69 in its last earnings report, beating expectations of $1.643. 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:
CHF88.65 (― Downside)
CHF88.65 (― Downside)
Insider Transactions
Sold Shares
Worth CHF211.7K over
the Last 3 Months
the Last 3 Months
News Sentiment
Bullish
Bullish news 67%
Bearish news 33%
Bearish news 33%
Technicals
SMA
Positive
20 days / 200 days
Momentum
37.56%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
6.93%
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 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
$88.65
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