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 Q1 2021

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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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SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

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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

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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.

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

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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) reported earnings 30 days ago. What's next for the stock?

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.

Why Shares of Principal Financial Group Are Trading Higher Today

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) today announced steps to enhance shareholder value by initiating a strategic review of its business mix, capital management, and capital deployment options. Principal® will be adding two new independent directors to its Board of Directors, Maliz Beams and a second director to be named at a later date. These actions, which follow a constructive dialogue with one of Principal's largest investors, Elliott Investment Manage

Principal Financial Group Announces Shareholder Value Initiatives

OLDWICK, N.J.--(BUSINESS WIRE)--AM Best has affirmed the Financial Strength Rating of A+ (Superior) the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa” of Principal Life Insurance Company and Principal National Life Insurance Company. Both are life insurance operating companies of Principal Financial Group, Inc. (PFG) [NASDAQ: PFG] and collectively are referred to as Principal. Concurrently, AM Best has affirmed the Long-Term ICRs of “a” of Principal Financial Services, Inc. and PFG, as

AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries

Proper investment opportunities are rare in today's market, due to excessive valuations in most sectors and "good" companies. However, some potentials still do exist. Principal Financial Group is one of them. I've generated over 40% returns since my initial investment, but the stock still has potential returns to give investors from a valuation perspective.

Principal Financial: Still 22% Potential Annual RoR

Principal Financial Group, Inc. (PFG) CEO Dan Houston on Q4 2020 Results - Earnings Call Transcript

Principal Financial's (PFG) Q4 earnings reflect poor performance across most of its segments offset by higher assets under management.

Principal Financial (PFG) Q4 Earnings Beat, Revenues Miss

Principal Financial (PFG) delivered earnings and revenue surprises of 3.50% and -4.66%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Principal Financial (PFG) Surpasses Q4 Earnings Estimates

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced results for fourth quarter and the full year of 2020.

Principal® Announces Fourth Quarter and Full Year 2020 Results

On Thursday, January 28, Principal Financial Group (NASDAQ:PFG) will release its latest earnings report. Here is Benzinga's outlook for the company.

Principal Financial Group's Earnings: A Preview

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

Reasons Why You Should Hold Principal Financial (PFG) Stock

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® recognized as a leader in climate change by CDP for the eighth straight year after earning an A- rating on its 2020 report.

Principal Financial Group® Recognized as a Climate Change Leader With A- Rating From CDP

Cincinnati Financial

One of these companies is a Dividend Aristocrat, the other is on its way there.

2 Dividend Stocks to Supplement Your Social Security

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group elevates two regional Principal International leaders to executive team; president & CEO of Principal International retires

Principal Financial Group Adds New Global Leaders to Executive Team

Why Is Principal Financial (PFG) Up 33.7% Since Last Earnings Report?

I wrote about the Principal Financial Group back in 2019. Back then I had gone ahead and invested, and the position was generating nice returns  - until COVID-19. PFG has lagged other investments ever-so-slightly. It's a great company, A-rated with a great track record and what looks as an appealing valuation.

Principal Financial - Good Company, Appealing Forecasts

DES MOINES, Iowa--(BUSINESS WIRE)--Among 75 corporations in the Fintech vertical category, Principal® was recognized today with the Corporate Innovation Award from Plug and Play.

Principal Financial Group® receives the Fintech Corporate Innovation Award from Plug and Play

Principal Financial Group (PFG) CEO Dan Houston on Q3 2020 Results - Earnings Call Transcript

News for Principal Financial Group Stock (PFG)