Revenue segments as reported by the company.

Premiums and other considerations

Fees and other revenues

Net investment income

Net realized capital gains (losses)

Net realized capital gains (losses) on funds withheld assets

Change in fair value of funds withheld embedded derivative

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Benefits, claims and settlement expenses

Dividends to policyholders

Operating expenses

Liability for future policy benefits remeasurement (gain) loss

Market risk benefit remeasurement (gain) loss

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Principal Financial Group

Principal Financial Group, Inc. is a financial company, which offers financial products and services to businesses, individuals and institutional clients. It specializes in retirement solutions, insurance, and investment products through its diverse family of financial services companies and national network of financial professionals. It operates its business through following segments: Retirement and Income Solutions, Principal Global Investors, Principal International, U.S. Insurance Solutions and Corporate. The Retirement and Income Solutions segment provides retirement and related financial products and services primarily to businesses, their employees and other individuals. The Principal Global Investors segment provides asset management services to asset accumulation business, insurance operations, corporate segment and third party clients and also refers to mutual fund business. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities and life insurance accumulation products. The U.S. Insurance Solutions segment operates through two divisions. Specialty benefits insurance division consists of group dental and vision insurance, individual and group disability insurance, group life insurance and non-medical fee-for-service claims administration. Individual life insurance division provides solutions for small & medium-sized businesses. The Corporate segment manages the assets representing capital that has not been allocated to any other segment. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

Earnings data Q1 2021

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Earnings data Q1 2024

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Earnings data Q4 2024

Principal Financial Group reports robust earnings and strategic growth outlook

Principal Financial Group's Q4 2022 earnings call highlighted strong financial performance, strategic capital deployment, and growth opportunities in key business segments. Despite facing challenges from macroeconomic volatility and market conditions, the company remains well-positioned to capitalize on its strengths and drive continued success in 2023.

Principal Financial Group reports robust Q1 earnings and growth outlook

Principal Financial Group's Q1 performance reflects strong earnings and growth across key segments, underpinned by a diversified investment portfolio and disciplined capital management.
While challenges like market volatility and expense management persist, the company remains well-positioned for growth opportunities and shareholder returns.
Strategic focus on selective PRT sales, risk management in real estate portfolios, and proactive disclosures highlight the company's commitment to sustainable growth.

Principal Financial Group reports strong Q2 earnings amidst market challenges

Principal Financial Group delivered solid financial performance in Q2 2023, with growth in operating earnings and managed AUM. While facing challenges in certain segments and industries, the company is strategically positioned to capitalize on opportunities for growth and innovation.

Principal Financial Group reports robust Q3 earnings and growth strategies

Principal Financial Group delivered strong financial performance in Q3, with notable increases in earnings and net income, while maintaining a healthy capital position and returning capital to shareholders.
Despite challenges such as institutional outflows and fee compression, the company is focused on maximizing growth opportunities in retirement, asset management, and benefits, while exploring new capital-efficient ventures.
The company's strengths lie in its diverse accolades, robust commercial mortgage loan portfolio, and strategic focus on growth drivers, positioning it well for continued success and value creation for stakeholders.
Principal Financial Group's proactive approach to challenges and opportunities underscores its commitment to sustainable growth and shareholder value, supported by a strong foundation and strategic initiatives.

Principal Financial Group reports robust earnings and eyes growth opportunities

Principal Financial Group's Q4 2023 Earnings Call highlighted strong financial results, with a positive outlook for 2024. The company remains focused on maintaining capital and liquidity targets while returning excess capital to shareholders, emphasizing growth opportunities in various product segments.

Principal Financial Group reports robust Q1 earnings amidst regulatory challenges

Principal Financial Group's Q1 2024 performance reflects strong financial results, strategic focus on talent retention, and commitment to sustainable growth. While facing challenges from regulatory changes and variable investment income pressures, PFG remains well-positioned to leverage opportunities in key market segments and return capital to shareholders.

Principal Financial Group reports strong Q2 earnings and growth opportunities

Principal Financial Group delivered solid financial performance in Q2 2024, driven by growth in key segments and capital return to shareholders.
While facing challenges in asset management and international operations, the company remains focused on seizing opportunities for growth and enhancing transparency.
With a long-standing commitment to financial security and strategic capital management, Principal Financial Group is poised to navigate market dynamics and drive sustainable value creation.

Principal Financial Group reports robust Q3 earnings and growth opportunities

Principal Financial Group (PFG) delivered strong financial performance in Q3 2024, with notable growth in operating earnings and managed AUM.
While facing challenges such as net losses and outflows in certain segments, PFG remains focused on capital deployment and shareholder returns.
Strategic initiatives in global credit, retirement business growth, and upcoming Investor Day present opportunities for sustained growth and stakeholder engagement.

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Cost of revenue

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EBITDA

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Intangibles

Total liabilities

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Book value per share

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Free cash flow

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.

Principal Financial Group, Inc. (NASDAQ:PFG ) Q3 2024 Earnings Conference Call October 25, 2024 10:00 AM ET Company Participants Humphrey Lee - VP, IR Daniel Houston - Chairman, President & CEO Deanna Strable - EVP & CFO Amy Friedrich - President, Benefits and Protection Christopher Littlefield - President, Retirement and Income Solutions Kamal Bhatia - President & CEO, Principal Asset Management Joel Pitz - Interim CFO Conference Call Participants Joel Hurwitz - Dowling & Partners Suneet Kamath - Jefferies Ryan Krueger - KBW John Barnidge - Piper Stanley Wilma Burdis - Raymond James Tom Gallagher - Evercore ISI Wes Carmichael - Autonomous Research Elyse Greenspan - Wells Fargo Josh Shanker - Bank of America Merrill Lynch Alex Scott - Barclays Operator Good morning, and welcome to the Principal Financial Group Third Quarter 2024 Financial Results Conference Call. [Operator Instructions] I would now like to turn the conference call over to Humphrey Lee, Vice President of Investor Relations.

Principal Financial Group, Inc. (PFG) Q3 2024 Earnings Call Transcript

PFG's third-quarter results reflect solid performance across the Retirement and Income Solution and Principal International segments, offset by higher expenses.

Principal Financial Q3 Earnings Miss on Higher Costs, Dividend Raised

While the top- and bottom-line numbers for Principal Financial (PFG) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Principal Financial (PFG) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Principal Financial (PFG) came out with quarterly earnings of $1.76 per share, missing the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.72 per share a year ago.

Principal Financial (PFG) Lags Q3 Earnings and Revenue Estimates

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced results for third quarter 2024. Third Quarter 2024 Highlights Net loss attributable to Principal Financial Group (PFG) of $220 million, or $0.95 per diluted share, driven by the loss from exited business Non-GAAP net income attributable to PFG, excluding exited business, of $419 million, or $1.78 per diluted share Non-GAAP operating earnings1 of $412 million, or $1.76 per diluted share; excluding impacts of th.

Principal Financial Group Announces Third Quarter 2024 Results

PFG's Q3 results are likely to reflect a rise in fee revenues, higher yields, favorable market performance and higher sales of single premium group annuities.

Is a Beat in the Cards for Principal Financial in Q3 Earnings?

Get a deeper insight into the potential performance of Principal Financial (PFG) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Countdown to Principal Financial (PFG) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Principal Financial (PFG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Principal Financial (PFG) Reports Next Week: Wall Street Expects Earnings Growth

PFG gains from new business opportunities, favorable return on capital, financial stability and effective capital deployment.

Principal Financial to Gain From Solid Segmental Performance

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that it will release third quarter 2024 financial results 15 minutes after U.S. markets close on Thursday, October 24, 2024. On Friday, October 25, 2024, at 10 a.m. ET, Dan Houston, chairman and chief executive officer, and Deanna Strable, president and chief operating officer, will discuss the results during a live conference call. Other members of senior management will be available for a question and.

Principal to Announce Third Quarter 2024 Financial Results

Reston, Virginia, Oct. 03, 2024 (GLOBE NEWSWIRE) -- College students from across the country are invited to attend two Career Connections Conferences hosted by Future Business Leaders of America, Inc. (FBLA), the nation's largest career and technical student organization focused solely on business. The conferences will be held in Atlanta October 17-19 and Des Moines October 24-26.

FBLA Conferences Bring Networking, Career Opportunities, and Advice to College Students

New business opportunities, favorable growth estimates, favorable return on capital, financial stability and effective capital deployment poise PFG for growth.

Principal Financial Stock Lags Industry: Should You Hold or Fold?

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DES MOINES, Iowa--(BUSINESS WIRE)--The Principal® Charity Classic today announced its 2024 tournament raised a record $8.6 million in support of Iowa youth. The annual PGA TOUR Champions event in Des Moines has now raised $62 million for Iowa children's charities since Principal Financial Group® became the title sponsor in 2007. Watch the 2024 charitable highlight video here. “2024 was an exciting and successful year for the Principal Charity Classic. The renovation of the course made for great.

2024 Principal® Charity Classic raised record $8.6 million for Iowa youth

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DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) today announced that Deanna Strable, executive vice president and current chief financial officer, is named president and chief operating officer. Dan Houston will continue to serve as CEO and Chairman of the Board. “Deanna has been instrumental in driving strategy, financial results, and operations to enable Principal to grow and continue to create value for our customers, shareholders, and employees,” said Houston. “H.

Principal® names Deanna Strable President and Chief Operating Officer

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that Deanna Strable, executive vice president and chief financial officer, will participate in a fireside chat at the KBW Insurance Conference on Thursday, September 5, 2024, beginning at approximately 3:05 p.m. Eastern Time. Strable will participate in a question-and-answer session covering a variety of industry and company specific topics. The fireside chat will be available live at principal.com/inves.

CFO Deanna Strable to Speak at 2024 KBW Insurance Conference

Principal Financial Group, Inc. (NASDAQ:PFG ) Q2 2024 Earnings Conference Call July 26, 2024 10:00 AM ET Company Participants Humphrey Lee - Vice President, Investor Relations Daniel Houston - Chairman, President and Chief Executive Officer Deanna Strable - Executive Vice President and Chief Financial Officer Christopher Littlefield - President, Retirement and Income Solutions Kamal Bhatia - President and Chief Executive Officer, Principal Asset Management Conference Call Participants Joel Hurwitz - Dowling & Partners Ryan Krueger - KBW Wesley Carmichael - Autonomous Research Jimmy Bhullar - JPMorgan John Barnidge - Piper Sandler Elyse Greenspan - Wells Fargo Suneet Kamath - Jefferies Thomas Gallager - Evercore ISI Wilma Burdis - Raymond James Joshua Shanker - Bank of America Michael Ward - Citigroup Operator Good morning and welcome to the Principal Financial Group Second Quarter 2024 Financial Results Conference Call. There will be a question-and-answer period after the speakers have completed their prepared remarks.

Principal Financial Group, Inc. (PFG) Q2 2024 Earnings Call Transcript

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes?

Principal Financial (PFG) Could Be a Great Choice

Principal Financial's (PFG) second-quarter results reflect higher revenues across most of the segments and improved asset under management, offset by escalating expenses.

Principal Financial (PFG) Q2 Earnings Miss, Revenues Rise Y/Y

While the top- and bottom-line numbers for Principal Financial (PFG) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Here's What Key Metrics Tell Us About Principal Financial (PFG) Q2 Earnings

Principal Financial (PFG) came out with quarterly earnings of $1.63 per share, missing the Zacks Consensus Estimate of $1.87 per share. This compares to earnings of $1.53 per share a year ago.

Principal Financial (PFG) Misses Q2 Earnings Estimates

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced results for second quarter 2024. Second Quarter 2024 Highlights Net income attributable to Principal Financial Group (PFG) of $353 million, or $1.49 per diluted share Non-GAAP net income attributable to PFG, excluding exited business, of $356 million, or $1.50 per diluted share Non-GAAP operating earnings1 of $386 million, or $1.63 per diluted share Returned $415 million of capital to shareholders, including $.

Principal Financial Group Announces Second Quarter 2024 Results

Principal Financial's (PFG) Q2 results are likely to reflect strong sales, improved yields and average invested assets in fixed maturities, and higher sales of single premium group annuities.

What's in Store for Principal Financial (PFG) in Q2 Earnings?

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that it will release second quarter 2024 financial results on Thursday, July 25, 2024, 15 minutes after U.S. markets close. On Friday, July 26, 2024, at 10 a.m. ET, Dan Houston, chairman, president, and chief executive officer, and Deanna Strable, executive vice president and chief financial officer, will discuss the results during a live conference call. Other members of senior management will be availa.

News for Principal Financial Group Stock (PFG)