Principal Financial Group
Price: 109.21Company and Business Model
Principal Financial Group is a financial services company that offers a range of products and services, including retirement solutions, asset management, and insurance. Its major business segments include retirement and income solutions, asset management, and insurance solutions. The company generates revenue primarily through fees from investment management, premiums from insurance products, and advisory services.
Investment Profile
The investment profile of Principal Financial Group is more aligned with dividend investors due to its consistent dividend yield of 3.2%. The company demonstrates stable revenue growth, making it suitable for those seeking income and moderate capital appreciation. Its risk profile suggests a balanced approach, appealing to investors looking for a combination of growth and income.
Fundamental metrics (experimental)
- EPS (TTM) — earnings per share for the last 12 months, $
- 7.01 OK
- Revenue QoQ — quarter-over-quarter revenue growth
- -22.9% ↓
- EPS surprise
- -1.8% in line
- 20d volatility
- 1.2% stable
- Dividend yield
- 3.2% moderate last ex-date: 2025-12-03
Forecast impact
played outTrack in portfolio
Price chart
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-06-09 02:48 | Hold | Buy | Weak revenue growth offsets solid dividend yield. |
| 2026-06-01 02:47 | Buy | Hold | Solid fundamentals, but mixed momentum signals present uncertainty. |
| 2026-05-08 15:18 | — | Buy | Solid fundamentals, but mixed momentum signals present risks. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-05-21 12:07 | Morgan Stanley | Target Raised | 95 → 107 | 103.305 |
| 2026-05-19 13:19 | Raymond James | Rating Downgraded | — → 111 | 101.8516 |
| 2026-04-27 11:54 | Evercore ISI | Target Raised | 106 → 108 | 99.34 |
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