0KO5 Stock Chart & Stats
$114.17
-$0.43(-0.38%)
At close: 4:00 PM EDT
$114.17
-$0.43(-0.38%)
Day’s Range― - ―
52-Week Range$75.54 - $116.38
Previous CloseN/A
Volume1.41K
Average Volume (3M)556.00
Market Cap
$24.34B
Enterprise Value$28.66K
Total Cash (Recent Filing)$5.26B
Total Debt (Recent Filing)$4.34B
Price to Earnings (P/E)16.1
Beta0.97
Next Earnings
Oct 22, 2026EPS Estimate
2.51Next Dividend Ex-DateN/A
Dividend Yield2.78%
Share Statistics
EPS (TTM)7.04
Shares Outstanding214,104,640
10 Day Avg. Volume354
30 Day Avg. Volume556
Financial Highlights & Ratios
PEG Ratio-0.77
Price to Book (P/B)1.68
Price to Sales (P/S)1.27
P/FCF Ratio4.49
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$107.60Price Target Upside-5.75% Downside
Rating ConsensusHold
Number of Analyst Covering10
EPS Forecast (FY)9.51
Revenue Forecast (FY)$16.31B
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
0KO5 FAQ
What was Principal Financial’s price range in the past 12 months?
Principal Financial lowest share price was $75.54 and its highest was $116.38 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $24.34B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s upcoming earnings report date is Oct 22, 2026 which is in 77 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Jul 27, 2026. The company reported $2.5 earnings per share for the quarter, beating the consensus estimate of $2.338 by $0.162.
Is Principal Financial overvalued?
According to Wall Street analysts Principal Financial’s price is currently Overvalued.
Does Principal Financial pay dividends?
Principal Financial pays a Quarterly dividend of $0.84 which represents an annual dividend yield of 2.78%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.51.
How many shares outstanding does Principal Financial have?
Principal Financial has 214,104,640 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $2.5 in its last earnings report, beating expectations of $2.338. Following the earnings report the stock price went up 2.54%.
Which hedge fund is a major shareholder of Principal Financial?
Currently, no hedge funds are holding shares in GB:0KO5
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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5
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7
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9
10
Analyst Consensus
Hold
Average Price Target:
$107.60 (-5.75% Downside)
$107.60 (-5.75% Downside)
Blogger Sentiment
Bullish
GB:0KO5 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
41.19%
12-Months-Change
Fundamentals
Return on Equity
2.78%
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.
0KO5 Company Deck
0KO5 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted robust operating performance across multiple businesses — double-digit EPS growth, margin expansion (200 bps), improved ROE, strong underwriting in Benefits & Protection, AUM growth, and disciplined capital returns (raised dividend, large buybacks). These positives were tempered by significant Investment Management net outflows (~$11 billion) driven by an unusual market environment concentrated in a few U.S. active equity strategies, some fee-rate and performance-metric pressure, and elevated corporate investments/severance. Management maintained guidance, emphasized portfolio actions (Beam acquisition, Hong Kong transition, Chile sale) and a strong capital position, indicating confidence in navigating the near-term fund flow challenges.View all GB:0KO5 earnings summaries0KO5 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
0KO5 Stock 12 Month Forecast
Average Price Target
$107.60
▼(-5.75% Downside)
Technical Analysis
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