Principal Financial Group is an asset management business based in the US. Principal Financial Group shares (PFG) are listed on the NASDAQ and all prices are listed in US Dollars. Its last market close was $90.46 – an increase of 1.41% over the previous week. Principal Financial Group employs 19,800 staff and has a trailing 12-month revenue of around $15.7 billion.
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| Latest market close | $90.46 |
|---|---|
| 52-week range | $63.91 - $91.25 |
| 50-day moving average | $81.58 |
| 200-day moving average | $81.08 |
| Wall St. target price | $85.67 |
| PE ratio | 17.1084 |
| Dividend yield | $2.72 (3.21%) |
| Earnings per share (TTM) | $5.26 |
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
Historical closes compared with the close of $90.46 from 2024-10-18
| 1 week (2024-10-14) | 0.84% |
|---|---|
| 1 month (2024-09-20) | 5.67% |
| 3 months (2024-07-19) | 6.79% |
| 6 months (2024-04-19) | 12.46% |
| 1 year (2023-10-20) | 32.89% |
|---|---|
| 2 years (2022-10-21) | 14.74% |
| 3 years (2021-10-21) | 31.08% |
| 5 years (2019-10-21) | 73.86% |
Valuing Principal Financial Group stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Principal Financial Group's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Principal Financial Group's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 17x. In other words, Principal Financial Group shares trade at around 17x recent earnings.
That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.
Principal Financial Group's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 1.5. A low ratio can be interpreted as meaning the shares offer better value, while a higher ratio can be interpreted as meaning the shares offer worse value.
The PEG ratio provides a broader view than just the P/E ratio, as it gives more insight into Principal Financial Group's future profitability. By accounting for growth, it could also help you if you're comparing the share prices of multiple high-growth companies.
Principal Financial Group's EBITDA (earnings before interest, taxes, depreciation and amortisation) is $1.9 billion.
The EBITDA is a measure of a Principal Financial Group's overall financial performance and is widely used to measure a its profitability.
| Revenue TTM | $15.7 billion |
|---|---|
| Operating margin TTM | 10.29% |
| Gross profit TTM | $11 billion |
| Return on assets TTM | 0.33% |
| Return on equity TTM | 11.82% |
| Profit margin | 8.05% |
| Book value | $47.41 |
| Market Capitalization | $20.8 billion |
TTM: trailing 12 months
Environmental, social and governance (known as ESG) criteria are a set of three factors used to measure the sustainability and social impact of companies like Principal Financial Group.
When it comes to ESG scores, lower is better, and lower scores are generally associated with lower risk for would-be investors.
Total ESG risk: 19.38
Socially conscious investors use ESG scores to screen how an investment aligns with their worldview, and Principal Financial Group's overall score of 19.38 (as at 12/31/2018) is pretty good – landing it in it in the 29th percentile of companies rated in the same sector.
ESG scores are increasingly used to estimate the level of risk a company like Principal Financial Group is exposed to within the areas of "environmental" (carbon footprint, resource use etc.), "social" (health and safety, human rights etc.), and "governance" (anti-corruption, tax transparency etc.).
Environmental score: 2.02/100
Principal Financial Group's environmental score of 2.02 puts it squarely in the 1st percentile of companies rated in the same sector. This could suggest that Principal Financial Group is a leader in its sector terms of its environmental impact, and exposed to a lower level of risk.
Social score: 7.34/100
Principal Financial Group's social score of 7.34 puts it squarely in the 1st percentile of companies rated in the same sector. This could suggest that Principal Financial Group is a leader in its sector when it comes to taking good care of its workforce and the communities it impacts.
Governance score: 12.02/100
Principal Financial Group's governance score puts it squarely in the 1st percentile of companies rated in the same sector. That could suggest that Principal Financial Group is a leader in its sector when it comes to responsible management and strategy, and exposed to a lower level of risk.
Controversy score: 1/5
ESG scores also evaluate any incidences of controversy that a company has been involved in. Principal Financial Group scored a 1 out of 5 for controversy – the highest score possible, reflecting that Principal Financial Group has managed to keep its nose clean.
Principal Financial Group Inc was last rated for ESG on: 2019-01-01.
| Total ESG score | 19.38 |
|---|---|
| Total ESG percentile | 29.46 |
| Environmental score | 2.02 |
| Environmental score percentile | 1 |
| Social score | 7.34 |
| Social score percentile | 1 |
| Governance score | 12.02 |
| Governance score percentile | 1 |
| Level of controversy | 1 |
Dividend payout ratio: 40.85% of net profits
Recently Principal Financial Group has paid out, on average, around 40.85% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 3.21% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Principal Financial Group shareholders could enjoy a 3.21% return on their shares, in the form of dividend payments. In Principal Financial Group's case, that would currently equate to about $2.72 per share.
While Principal Financial Group's payout ratio might seem fairly standard, it's worth remembering that Principal Financial Group may be investing much of the rest of its net profits in future growth.
Principal Financial Group's most recent dividend payout was on 26 September 2024. The latest dividend was paid out to all shareholders who bought their shares by 4 September 2024 (the "ex-dividend date").
Over the last 12 months, Principal Financial Group's shares have ranged in value from as little as $63.9107 up to $91.25. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NASDAQ average) beta is 1, while Principal Financial Group's is 1.194. This would suggest that Principal Financial Group's shares are a little bit more volatile than the average for this exchange and represent, relatively-speaking, a slightly higher risk (but potentially also market-beating returns).
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. It also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, Asia, China, Hong Kong Special Administrative Region, and Southeast Asia.
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