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

Growth

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 Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

PFG (PFG) reports robust Q1 earnings and optimistic outlook

PFG (PFG) delivered strong financial performance, showcasing resilience and a robust outlook for pension risk transfer sales. The company's integrated business model and comprehensive approach to retirement solutions are key strengths. However, challenges include seasonality's impact on cash flow and lumpy performance in certain markets. Opportunities lie in client demand for fixed income and the management team's proactive approach to investor disclosures.

PFG reports $376M Q2 earnings, eyes real estate opportunities

PFG's Q2 performance reflects growth in non-GAAP operating earnings and strong revenue in key segments. While facing challenges in asset management and real estate flows, the company is focused on capital deployment and expects improved net cash flow in the second half of the year. The focus remains on managing profitable growth and maintaining pricing discipline.

Principal Financial Group reports strong Q3 results and outlines growth opportunities

PFG's Q3 performance reflects strong financial results and positive net cash flow across various segments. Despite anticipating institutional outflows and potential margin impact, the company remains confident in its capital position and future success. PFG is focused on capital deployment, growth opportunities, and creating value for stakeholders.

Principal Financial Group reports robust Q1 earnings and strategic growth plans

Principal Financial Group delivered strong financial performance in Q1 2024, showcasing growth in various business segments and a commitment to shareholder returns. The company's ethical reputation and focus on employee benefits and talent retention set it apart in the industry. Challenges in variable investment income and competitive pricing require strategic management, while opportunities in capital deployment and technology offer avenues for future growth.

Revenue

Cost of revenue

Gross profit

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

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.

Myriad Genetics

Nestle SA

Cimarex Energy

Alliance Data Systems

CBRE Group

uniQure

The markets were lower across the board on Tuesday afternoon. All eyes on Wall Street are focused on the two-day Federal Reserve meeting, which began Tuesday, as many are waiting to hear how the narrative on inflation is portrayed.

Alliance Data, Cimarex Energy, Myriad Genetics, Nestle and More Tuesday Afternoon Analyst Research Calls

Principal Financial (PFG) continues to benefit from higher assets under management, improved liquidity position and effective capital deployment.

Here's Why Principal Financial (PFG) Stock is an Attractive Bet

SEI Investments

PFG vs. SEIC: Which Stock Is the Better Value Option?

Principal Financial (PFG) launches three multi-factor ETFs to enhance its model portfolio offering.

Principal Financial (PFG) Introduces Three Multi-Factor ETFs

DES MOINES, Iowa--(BUSINESS WIRE)--Principal makes a strategic hire and brings to market three new multi-factor ETFs to continue the build out of its model portfolio offering.

Principal® Launches New ETFs, Hires Model Portfolio Strategist to Advance Build Out of Model Portfolio Offering

PepsiCo

Avery Dennison

First Merchants

Houlihan Lokey

Kearny Financial

Monro

QUALCOMM

All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List.

8 Upcoming Dividend Increases Including PepsiCo

Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock?

Why Is Principal Financial (PFG) Up 1.7% Since Last Earnings Report?

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® announced today May Tong will join Principal Global Asset Allocation ($150 billion AUM1), the specialized global asset allocation investment team of Principal Global Investors®, as a portfolio manager. Principal® has a strong history of implementing research-driven, multi-asset class solutions including the Principal Strategic Asset Management (SAM) target risk portfolios, the Principal LifeTime target date fund series, and several o

May Tong joins Principal® as portfolio manager for global asset allocation team

DES MOINES, Iowa--(BUSINESS WIRE)--Principal launches new model portfolios with Wilshire to meet the evolving needs of advisors searching for diversification, scale, and performance.

Principal® Launches New Model Portfolios with Wilshire

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® reported today that optimism among small and medium-sized businesses is the highest it's been since the COVID-19 pandemic began, with 57 percent of businesses optimistic about the overall economic outlook for the next 12 months, higher than before the pandemic began1. While many small and medium-sized businesses reported serious concerns over their long-term health in 2020, optimism is on the rise according to the most recent pulse o

Small and medium-sized business optimism hits highest levels since 2019

Principal Financial Group, Inc. (PFG) CEO Dan Houston on Q1 2021 Results - Earnings Call Transcript

Principal Financial (PFG) Q1 earnings reflect strong performance across most of its segments, lower expenses and higher assets under management.

Principal Financial (PFG) Q1 Earnings Beat, Revenues Miss

Shares of Principal Financial Gr (NASDAQ:PFG) were flat in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share increased 33.04% year over year to $1.53, which beat the estimate of $1.34.

Recap: Principal Financial Gr Q1 Earnings

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group announced today that Claudio Muruzábal of SAP has been elected to the Principal® Board of Directors

Principal Financial Group Names Claudio Muruzábal to Board of Directors

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® announced results for first quarter 2021 and common stock dividend

Principal Financial Group Announces First Quarter 2021 Results

Principal Financial Group (NASDAQ:PFG) announces its next round of earnings this Tuesday, April 27. Here is Benzinga's look at Principal Financial Group's Q1 earnings report.

Principal Financial Group's Earnings Outlook

I've been banging my "BUY"-drum for PFG for some time, and it seems I'm one of the few contributors with interest in this particular business.

Principal Financial Group: Most Opportunity Gone, It's Fair Value

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group releases corporate responsibility commitments focused on employee empowerment, financial inclusion, and sustainability

Principal Financial Group® releases corporate responsibility commitments

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today first quarter 2021 financial results will come after U.S. markets close on April 27

Principal to Announce First Quarter 2021 Financial Results

Cardinal Health

Marathon Petroleum

M&T Bank

NRG Energy

For years, analysts and portfolio managers have anticipated the return of value stocks as the market has moved higher, and for years they have continued to underperform growth stocks.

5 BofA Securities Top Value Stocks to Buy That Also Pay Big Dividends

Principal Financial (PFG) continues to benefit from higher assets under management, acquired business and effective capital deployment.

Why Should You Hold Principal Financial (PFG) in Your Portfolio?

Principal Financial (PFG) Up 7.7% Since Last Earnings Report: Can It Continue?

Principal Financial (PFG) expects to grow its operating EPS at a rate of 8-10% and deploy $1.4 to $1.8 billion in capital in 2021.

Principal Financial (PFG) Provides 2021 View, Capital Plan

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced 2021 outlook metrics and capital deployment plans.

Principal Financial Group Announces 2021 Outlook

The insurance and wealth management company came to an agreement with one of its activist investors, and will take steps to increase shareholder value.

News for Principal Financial Group Stock (PFG)