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.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Here's Why Principal Financial (PFG) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why Principal Financial (PFG) is a Top Value Stock for the Long-Term

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that it will release first quarter 2024 financial results after U.S. markets close on Thursday, April 25, 2024. On Friday, April 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 available for a q.

Principal to Announce First Quarter 2024 Financial Results

Canadian Imperial Bank of Commerce

Manulife Financial

Norm Rothery is the founder of StingyInvestor.com and a contributor to the business section of Canada's top newspaper, The Globe and Mail. He recently provided the Globe's readers with seven different portfolios for both dividend and value stocks.

3 Stocks to Buy for Both Dividends and Value in March

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

Why Is Principal Financial (PFG) Up 0.7% Since Last Earnings Report?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is Principal Financial Group (PFG) Stock Undervalued Right Now?

Principal Financial (PFG) stands to gain from favorable claims and disciplined expense management, strong retention, employment growth and a solid capital position.

Here's Why Principal Financial (PFG) Is a Solid Pick Now

Why Principal Financial (PFG) is a Top Momentum Stock for the Long-Term

Is Principal Financial Group (PFG) a Great Value Stock Right Now?

Principal Financial Group, Inc. (PFG) Q4 2023 Earnings Call Transcript

Principal Financial's (PFG) Q4 results reflect higher premiums, fees and other revenues and net investment income across most of the segments, offset by soft performance in the Corporate segment.

Principal Financial (PFG) Q4 Earnings Top, Revenues Rise Y/Y

Although the revenue and EPS for Principal Financial (PFG) give a sense of how its business performed in the quarter ended December 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Principal Financial (PFG) Reports Q4 Earnings: What Key Metrics Have to Say

Principal Financial (PFG) came out with quarterly earnings of $1.83 per share, beating the Zacks Consensus Estimate of $1.70 per share. This compares to earnings of $1.70 per share a year ago.

Principal Financial (PFG) Q4 Earnings and Revenues Top Estimates

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced results for full year and fourth quarter 2023. Non-GAAP net income attributable to PFG excluding exited business1 for the 12 months ending Dec. 31, 2023, of $1,514.9 million, compared to $1,453.2 million for the 12 months ending Dec. 31, 2022. Non-GAAP net income excluding exited business per diluted share of $6.19 for the 12 months ending Dec. 31, 2023, compared to $5.69 for the 12 months ending Dec. 31, 2022.

Principal Financial Group® Announces Full Year and Fourth Quarter 2023 Results as well as 2024 Outlook

Principal Financial's (PFG) Q4 results are likely to reflect lower sales and improved operating expenses, offset by higher average monthly account values and investment income.

What's in Store for Principal Financial (PFG) in Q4 Earnings?

Principal Financial (PFG) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for Principal Financial (PFG)

Beyond analysts' top -and-bottom-line estimates for Principal Financial (PFG), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2023.

Insights Into Principal Financial (PFG) Q4: Wall Street Projections for Key Metrics

Should Value Investors Buy Principal Financial Group (PFG) Stock?

T. Rowe Price Group

Investors with an interest in Financial - Investment Management stocks have likely encountered both Principal Financial (PFG) and T. Rowe Price (TROW).

PFG vs. TROW: Which Stock Should Value Investors Buy Now?

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) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

SEI Investments

Driven by solid market performance and moderate improvement in the operating backdrop, asset managers - SEI Investments (SEIC), T. Rowe Price (TROW) and Principal Financial (PFG) - are set to surpass estimates in Q4.

3 Asset Management Stocks Set to Pull Off Earnings Beat in Q4

Principal Financial is a diversified financial services company with a focus on retirement, asset management, and insurance services. The company has seen little improvement in earnings growth despite strategic efforts to move into higher margin businesses. Management is confident in the potential growth of the international and specialty benefits sectors, but I'm not comfortable investing in PFG at the current price and current valuation.

Principal Financial Group: An Expensive Insurance Company With Limited Near-Term Upside

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that Dan Houston, chairman, president, and chief executive officer, will participate in a fireside chat at the Bank of America Financial Services Conference on Wednesday, February 21, 2024, beginning at approximately 8:50 a.m. Eastern Time. Houston will participate in a question-and-answer session covering a variety of industry and company topics. The fireside chat will be available live at principal.com.

Principal® CEO Dan Houston to Speak at 2024 Bank of America Financial Services Conference

Are Investors Undervaluing Principal Financial Group (PFG) Right Now?

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) today announced Kamal Bhatia, global head of investments and president of Principal® Funds and chairman of Principal Funds Board, will be the incoming president and chief executive officer of Principal Asset ManagementSM, effective February 10, 2024. Bhatia succeeds Pat Halter, who will retire after 40 years with the company on April 2, 2024. During this transition period, Halter will assume the interim role of division.

News for Principal Financial Group Stock (PFG)