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

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

Earnings data Q3 2024

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.

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.

Principal Financial Group, Inc. (PFG) CEO Daniel Houston on Q3 2019 Results - Earnings Call Transcript

Principal Financial's (PFG) Q3 results reflect soft performance at Retirement and Income Solutions, Principal Global Investors and U.S. Insurance Solutions segments.

Principal Financial (PFG) Q3 Earnings Miss, Revenues Beat

Principal Financial (PFG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Principal Financial (PFG) is Poised to Beat Earnings Estimates Again

Fossil Group

Greenbrier Companies

Hibbett Sports

Summit Hotel Properties

Rush Enterprises

Universal Forest Products

A stock with a lower price-to-sales ratio is a more suitable investment than a stock with a high price-to-sales ratio.

Pick These 7 Low Price-to-Sales Stocks for Value Returns

Oaktree Capital Group

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

GameStop

Hasbro

Spirit AeroSystems Hlds

When we write our Long Ideas, we try to anticipate every possible outcome.

4 Stock Picks - Hasbro, Spirit AeroSystems, Principal Financial, GameStop - That Didn't Go As Planned

When I write my Long Ideas, I try to anticipate every possible outcome. Nevertheless, sometimes I get things wrong.

4 Stock Picks That Didn’t Go as Planned

Rocky Brands

China Petroleum & Chemical

A stock's price-to-sales ratio reflects how much investors are paying for each dollar of revenues generated by the company.

7 Valuable Low Price-to-Sales Picks for a Rewarding Portfolio

Allstate

Ameriprise Financial

General Mills

Target

Investors seeking both growth and income in stocks can venture out to the market, at present, to make profitable investment decisions.

5 Top-Ranked S&P Stocks for Income and Growth Investors

Insurance company investments can be tricky - PFG is one of my choices here.

Stock Price Drop Makes Principal Financial Group Interesting Again

Bristol-Myers

ONEOK

Omnicom Group

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

At this stage, investment in high-yielding, S&P 500 stocks, which pay out regular dividend, will be a prudent move.

Will Treasury Yield Inversion Benefit Stocks? 5 Top Picks

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

Why Is Principal Financial (PFG) Down 13% Since Last Earnings Report?

Principal Financial Group, Inc. (PFG) CEO Dan Houston on Q2 2019 Results - Earnings Call Transcript

Principal Financial (PFG) Q2 reflects growth in assets under management, solid investment performance and disciplined expense management.

Principal Financial (PFG) Q2 Earnings and Revenues Beat

Principal Financial (PFG) delivered earnings and revenue surprises of 8.57% and 4.23%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

Principal Financial (PFG) Surpasses Q2 Earnings and Revenue Estimates

Preferred Apartment Communities

Triple-S Management

ICL-Israel Chemicals

ePlus

Quanta Services

7 Low Price-to-Sales Stocks to Enhance Portfolio Returns

Does Principal Financial (PFG) have what it takes to be a top stock pick for momentum investors? Let's find out.

Principal Financial (PFG) Is Up 0.53% in One Week: What You Should Know

Let's see if Principal Financial Group (PGF) stock is a good choice for value-oriented investors right now from multiple angles.

Is Principal Financial (PFG) a Good Value Investor Pick?

Principal Financial Group has been one of my go-to American insurance investments for a long time due to its undervaluation.

Principal Financial Group Is Still Investable

Why Is Principal Financial (PFG) Down 2.8% Since Last Earnings Report?

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

Principal Financial Group, Inc. (PFG) CEO Dan Houston on Q1 2019 Results - Earnings Call Transcript

Principal Financial Group is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Principal Financial Group

Principal Financial's (PFG) Q1 results are likely to benefit from its expanded distribution network and wide range of retirement, investment and protection solutions.

Principal Financial (PFG) to Report Q1 Earnings: What's Up?

Principal Financial Group has resumed its inorganic growth strategy with the acquisition of Wells Fargo’s retirement business.

News for Principal Financial Group Stock (PFG)