Principal Financial GroupPFG
PFG
About: Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
Employees: 19,700
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
120% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 56
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
16% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 257
15% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $13.6M
10% more capital invested
Capital invested by funds: $12.6B [Q4 2024] → $13.8B (+$1.25B) [Q1 2025]
7% more funds holding
Funds holding: 775 [Q4 2024] → 826 (+51) [Q1 2025]
1.7% more ownership
Funds ownership: 71.11% [Q4 2024] → 72.81% (+1.7%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$73
9%
downside
Avg. target
$85
6%
upside
High target
$101
26%
upside
7 analyst ratings
2 positive
29%
2 neutral
29%
3 negative
43%
UBS John Nadel | 8%upside $87 | Neutral Maintained | 29 Jul 2025 |
Morgan Stanley Bob Huang | 6%downside $75 | Underweight Maintained | 14 Jul 2025 |
Wells Fargo Elyse Greenspan | 9%downside $73 | Underweight Maintained | 10 Jul 2025 |
Keefe, Bruyette & Woods Ryan Krueger | 12%upside $90 | Market Perform Maintained | 9 Jul 2025 |
JP Morgan Jimmy Bhullar | 26%upside $101 | Overweight Maintained | 8 Jul 2025 |
Financial journalist opinion
Based on 12 articles about PFG published over the past 30 days
Neutral
Seeking Alpha
10 hours ago
Principal Financial Group, Inc. (PFG) Q2 2025 Earnings Call Transcript
Principal Financial Group, Inc.(NASDAQ:PFG ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Amy Christine Friedrich - President of Benefits & Protection Christopher James Littlefield - President of Retirement & Income Solutions Deanna Dawnette Strable-Soethout - President, CEO & Director Humphrey Lee - VP & Head of Investor Relations Joel Michael Pitz - Executive VP & CFO Kamal Bhatia - President & CEO of Principal Asset Management Conference Call Participants Jack Matten - BMO Capital Markets Equity Research Jamminder Singh Bhullar - JPMorgan Chase & Co, Research Division Joel Robert Hurwitz - Dowling & Partners Securities, LLC John Bakewell Barnidge - Piper Sandler & Co., Research Division Ryan Joel Krueger - Keefe, Bruyette, & Woods, Inc., Research Division Suneet Laxman L. Kamath - Jefferies LLC, Research Division Taylor Alexander Scott - Barclays Bank PLC, Research Division Thomas George Gallagher - Evercore ISI Institutional Equities, Research Division Wesley Collin Carmichael - Autonomous Research US LP Operator Good morning, and welcome to the Principal Financial Group Second Quarter 2025 Financial Results Conference Call.
Positive
Seeking Alpha
12 hours ago
Principal Financial Group: No Rush To Buy After Mostly In Line Q2
Principal Financial Group remains a 'hold' as shares trade near fair value, with limited upside despite recent underperformance versus the broader market. Strong free cash flow, robust capital return, and a secure, growing dividend support the investment case, but organic growth remains modest. Asset management faces challenges with net outflows and mixed fund performance, raising concerns about future earnings growth and market share.
Positive
Zacks Investment Research
17 hours ago
Principal Financial Q2 Earnings Beat, Revenues Miss, Dividend Raised
PFG's second-quarter results reflect higher operating earnings across most of the segments, improved AUM, and lower expenses.
Positive
Zacks Investment Research
1 day ago
Principal Financial (PFG) Beats Q2 Earnings Estimates
Principal Financial (PFG) came out with quarterly earnings of $2.16 per share, beating the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $1.63 per share a year ago.
Neutral
Business Wire
1 day ago
Principal Financial Group® Announces Second Quarter 2025 Results
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced results for second quarter 2025. Diluted earnings per common share 2Q25 Net income attributable to PFG (in millions) 2Q25 Net income attributable to PFG $1.79 Net income attributable to PFG $406 Non-GAAP net income attributable to PFG, excluding exited business1 $1.91 Non-GAAP net income attributable to PFG, excluding exited business1 $432 Non-GAAP operating earnings1 $2.16 Non-GAAP operating earnings1.
Positive
Zacks Investment Research
6 days ago
Exploring Analyst Estimates for Principal Financial (PFG) Q2 Earnings, Beyond Revenue and EPS
Besides Wall Street's top-and-bottom-line estimates for Principal Financial (PFG), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Neutral
Zacks Investment Research
1 week ago
Principal Financial (PFG) Earnings Expected to Grow: Should You Buy?
Principal Financial (PFG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
1 week ago
PFG Outperforms Industry, Trades at Premium: How to Play the Stock?
Principal Financial gains from strong segment growth, a robust global retirement and long-term savings business, solid capital strength and rising dividends.
Neutral
Business Wire
1 week ago
Principal® Recommends Shareholders Reject “Mini-tender” Offer by Potemkin Limited
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that it has received notice of an unsolicited mini-tender offer by Potemkin Limited (“Potemkin”) to purchase up to 100,000 shares of Principal Financial Group, Inc. common stock from Principal® shareholders. The offer is for approximately 0.0004 percent of Principal's shares of common stock outstanding as of the July 1, 2025, offer date. Potemkin's offer price of $51.70 per share is approximately 34.91 p.
Neutral
Business Wire
2 weeks ago
Principal® Recognized as “Best Place to Work for Disability Inclusion”
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® was named to the list of the “Best Places to Work for Disability Inclusion” after earning a top score of 100 on a scale of zero to 100 on the 2025 Disability Equality Index®, the world's most comprehensive benchmarking tool for companies to measure workplace disability inclusion. “At Principal, we understand our success is built on creating an accessible and inclusive environment where every employee can thrive,” said Lisa Coulson, c.
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