Principal Financial Group Stock Analysis

Principal Stock Analysis Notes

About 76.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.78. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Principal Financial has Price/Earnings To Growth (PEG) ratio of 1.5. The entity recorded earning per share (EPS) of 6.82. The firm last dividend was issued on the 3rd of December 2025. Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa. Principal Financial operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 18600 people. To find out more about Principal Financial Group contact Daniel Houston at 515 247 5111 or learn more at https://www.principal.com.

Principal Financial Investment Alerts

Principal Largest EPS Surprises

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Principal Financial Environmental, Social, and Governance (ESG) Scores

Principal Financial Thematic Classifications

Principal Stock Institutional Investors

Note, although Principal Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Principal Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 21.01 B.

Principal Profitablity

The company has Net Profit Margin of 0.1 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.07 %, which entails that for every 100 dollars of revenue, it generated $0.07 of operating income.

Management Efficiency

At this time, Principal Financial's Return On Tangible Assets are most likely to increase slightly in the upcoming years. The Principal Financial's current Return On Assets is estimated to increase to 0, while Return On Capital Employed is projected to decrease to 0.01. At this time, Principal Financial's Return On Tangible Assets are most likely to increase slightly in the upcoming years. The Principal Financial's current Debt To Assets is estimated to increase to 0.02, while Non Currrent Assets Other are projected to decrease to (71.1 B). Principal Financial's management efficiency ratios could be used to measure how well Principal Financial manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 30th of January, Principal Financial holds the Risk Adjusted Performance of 0.1593, coefficient of variation of 469.45, and Semi Deviation of 0.9694. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Principal Financial, as well as the relationship between them. Please check Principal Financial information ratio, as well as the relationship between the value at risk and expected short fall to decide if Principal Financial is priced some-what accurately, providing market reflects its current price of 94.72 per share. Given that Principal Financial has jensen alpha of 0.2287, we recommend you to check out Principal Financial's recent market performance to make sure the company can sustain itself at a future point.

Principal Financial Price Movement Analysis

Principal Financial Insider Trading Activities

Principal Financial Outstanding Bonds

Principal Financial Predictive Daily Indicators

Principal Financial Corporate Filings

Principal Financial Forecast Models

Principal Financial's time-series forecasting models are one of many Principal Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Principal Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Principal Financial Debt to Cash Allocation

Principal Financial Group has 4.11 B in debt with debt to equity (D/E) ratio of 0.42, which is OK given its current industry classification. Principal Financial has a current ratio of 1.26, demonstrating that it may have difficulties to pay its financial commitments when the payables are due. That said, strategic use of leverage may enable Principal to fund expansion initiatives and generate superior returns.

Principal Financial Total Assets Over Time

Principal Financial Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Principal Financial uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Principal Financial Debt Ratio

1.65

It seems as most of the Principal Financial's assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Principal Financial's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Principal Financial, which in turn will lower the firm's financial flexibility.

Principal Financial Corporate Bonds Issued

Principal Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how Principal Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Principal shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Principal Financial. By using and applying Principal Stock analysis, traders can create a robust methodology for identifying Principal entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Principal analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Principal analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Principal Financial Group stock analysis indicators help investors evaluate how Principal Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Principal Financial shares will generate the highest return on investment. By understating and applying Principal Financial stock analysis, traders can identify Principal Financial position entry and exit signals to maximize returns.

When running Principal Financial's price analysis, check to measure Principal Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Financial is operating at the current time. Most of Principal Financial's value examination focuses on studying past and present price action to predict the probability of Principal Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Principal Financial's price. Additionally, you may evaluate how the addition of Principal Financial to your portfolios can decrease your overall portfolio volatility.