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Principal Financial (0KO5) Share Price & Analysis

1 Followers

0KO5 Stock Chart & Stats

$112.65-$1.42(-1.24%)
At close: 4:30 PM GMT
$110$115Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$112.46 - $115.00
52-Week Range
$79.93 - $120.72
Previous Close
$114.07
Volume
N/A
Average Volume (3M)
242
Market Cap
$23.99B
Enterprise Value
$29.25B
Total Cash (Recent Filing)
$4.45B
Total Debt (Recent Filing)
$4.50B
Price to Earnings (P/E)
12.6
Beta
0.85
Next Earnings
Feb 10, 2027 (Est.)
EPS Estimate
2.4
Next Dividend Ex-Date
Dec 02, 2026
Dividend Yield
2.89%

Bulls Say, Bears Say

Bulls Say

Strong Cash Generation

Principal is converting reported earnings into substantial cash, providing internally generated funding for investment, dividends, buybacks, and resilience. The close relationship between free cash flow and net income supports the durability of its earnings quality, although debt coverage remains less robust.

Retirement Ecosystem Growth

Growth in recurring deposits, participant engagement, and roll-ins strengthens Principal’s workplace-retirement franchise and can build recurring fee revenue over time. Increasing assets and customer participation also deepen relationships with employers and participants, supporting retention and cross-selling.

Capital Strength And Returns

Healthy returns on equity, strong free-capital conversion, and a substantial capital buffer give Principal flexibility to support regulated operations and return capital to shareholders. This combination indicates a business generating attractive returns while retaining capacity to absorb operating variability.

Bears Say

Revenue Volatility

The sharp trailing revenue decline and history of substantial year-to-year swings make Principal’s earnings base less predictable than its profitability alone suggests. Revenue volatility can affect fee income, investment results, and management’s ability to sustain growth through changing business conditions.

Active Equity Outflows

Persistent outflows from active equity strategies can reduce assets under management and recurring fee revenue, while also weakening the scale economics of the investment-management platform. Continued pressure would make growth more dependent on other businesses and positive market movements.

Beam Integration Headwind

Beam expands Principal’s small-business offering but currently reduces earnings while policies are repapered onto Principal’s platforms and networks. Until integration benefits emerge, the acquisition adds execution risk and can dilute near-term profitability within an otherwise improving benefits franchise.

Principal Financial News

0KO5 FAQ

What was Principal Financial’s price range in the past 12 months?
Principal Financial lowest share price was $79.93 and its highest was $120.72 in the past 12 months.
What is Principal Financial’s market cap?
Principal Financial’s market cap is $23.99B.
When is Principal Financial’s upcoming earnings report date?
Principal Financial’s next earnings report is estimated for Feb 10, 2027 (not yet confirmed), which is in 88 days.
How were Principal Financial’s earnings last quarter?
Principal Financial released its earnings results on Oct 26, 2026. The company reported $2.22 earnings per share for the quarter, missing the consensus estimate of $2.427 by -$0.207.
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 $0.85 which represents an annual dividend yield of 2.89%. See more information on Principal Financial dividends here
What is Principal Financial’s EPS estimate?
Principal Financial’s EPS estimate is 2.40.
How many shares outstanding does Principal Financial have?
Principal Financial has 212,376,460 shares outstanding.
What happened to Principal Financial’s price movement after its last earnings report?
Principal Financial reported an EPS of $2.22 in its last earnings report, missing expectations of $2.427. Following the earnings report the stock price went up 2.484%.
Which hedge fund is a major shareholder of Principal Financial?
Hedge funds hold Principal Financial shares: the largest hedge-fund position in Principal Financial is 1,649,509,192 shares, and hedge funds decreased their holdings by 279.9K shares last quarter.
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