Principal Stock Today

PFG
 Stock
  

USD 67.33  0.78  1.15%   

Market Performance
0 of 100
Odds Of Distress
Less than 40
Principal Financial is trading at 67.33 as of the 30th of June 2022, a -1.15 percent decrease since the beginning of the trading day. The stock's lowest day price was 67.29. Principal Financial has about a 40 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Principal Financial Group are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2022 and ending today, the 30th of June 2022. Click here to learn more.
CUSIP
74251V102
Fiscal Year End
December
Business Domain
Insurance
IPO Date
23rd of October 2001
Category
Financial Services
Classification
Financials
ISIN
US74251V1026
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. The company has 265.07 M outstanding shares of which 11.38 M shares are at this time shorted by investors with about 7.77 days to cover. More on Principal Financial Group

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Follow Valuation Options Odds of Bankruptcy
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Principal Financial Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Principal Financial's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Principal Financial or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Principal Financial generated a negative expected return over the last 90 days
Over 78.0% of the company shares are owned by institutional investors
Latest headline from www.defenseworld.net: Acquisition by Mark Lagomarcino of tradable shares of Principal Financial subject to Rule 16b-3
ESG SustainabilitySome studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary, Principal Financial's sustainability indicators can be used to identify a proper investment strutegies using environmental, social, and governance scores that are crucial to Principal Financial's managers, analysts, and investors.
Environment Score
Governance Score
Social Score
CEOJames McCaughan
Thematic Ideas
(view all).
Average Analyst Recommendation
Analysts covering Principal Financial report their recommendations after researching Principal Financial's financial statements, talking to executives and customers, or listening in on Principal Financial's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Principal Financial. The Principal consensus assessment is calculated by taking the average forecast from all of the analysts covering Principal Financial.
Piotroski F Score
Piotroski F-Score is a popular financial indicator that puts together nine criteria to evaluate the financial strength of Principal Financial based on its profitability, leverage, liquidity, source of funds, and operating efficiency. It is an academic score (developed by Joseph Piotroski in 2002) to determine the current strength of Principal Financial financial position. Scores of 8 and 9 are usually classified as strong value stocks, whereas scores of 2 or below are considered weak value stocks.
 5 - HealthyDetails
Current ValueLast YearChange From Last Year 10 Year Trend
Weighted Average Shares310.6 M269 M
Fairly Up
Decreasing
Slightly volatile
Weighted Average Shares Diluted314.5 M272.9 M
Fairly Up
Decreasing
Slightly volatile
Net Cash Flow from Operations3.2 B3.2 B
Slightly Up
Increasing
Slightly volatile
Total Assets255.2 B304.7 B
Fairly Down
Increasing
Slightly volatile
Total Liabilities241.9 B288.6 B
Fairly Down
Increasing
Slightly volatile
Total Debt3.9 B4.4 B
Fairly Down
Increasing
Slightly volatile
Return on Average Assets0.540.569
Notably Down
Increasing
Stable
Gross Margin0.480.44
Significantly Up
Increasing
Very volatile
Asset Turnover0.05730.0474
Fairly Up
Decreasing
Slightly volatile
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Principal Financial's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Principal Financial Group (PFG) is traded on NASDAQ Exchange in USA and employs 18,600 people. The company currently falls under 'Large-Cap' category with total capitalization of 17.97 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Principal Financial's market, we take the total number of its shares issued and multiply it by Principal Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities. Principal Financial runs under Financial Services sector within Insurance—Diversified industry. The entity has 265.07 M outstanding shares of which 11.38 M shares are at this time shorted by investors with about 7.77 days to cover. Principal Financial Group has about 2.99 B in cash with 3.22 B of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 11.44.
Check Principal Financial Probability Of Bankruptcy
Ownership
Principal Financial owns a total of two hundred sixty-five million seventy thousand outstanding shares. The majority of Principal Financial Group outstanding shares are owned by third-party entities. These institutional holders are usually referred to as non-private investors looking to secure positions in Principal Financial to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Principal Financial. Please pay attention to any change in the institutional holdings of Principal Financial as this could imply that something significant has changed or about to change at the company. Please note that no matter how much assets the company maintains, if the real value of the company is less than the current market value, you may not be able to make money on it.

Ownership Allocation (%)

Check Principal Ownership Details

Principal Stock Price Odds Analysis

What are Principal Financial's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Principal Financial jumping above the current price in 90 days from now is about 82.99%. The Principal Financial Group probability density function shows the probability of Principal Financial stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the stock has a beta coefficient of 1.1925 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Principal Financial will likely underperform. Additionally, the company has an alpha of 0.0982, implying that it can generate a 0.0982 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 67.33HorizonTargetOdds Above 67.33
16.84%90 days
 67.33 
82.99%
Based on a normal probability distribution, the odds of Principal Financial to move above the current price in 90 days from now is about 82.99 (This Principal Financial Group probability density function shows the probability of Principal Stock to fall within a particular range of prices over 90 days) .

Principal Financial Historical Income Statement

Principal Financial Group Income Statement is one of the three primary financial statements used for reporting Principal's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Principal Financial revenue and expense. Principal Financial Income Statement primarily focuses on the company's revenues and expenses during a particular period.
Principal Financial Weighted Average Shares Diluted is projected to decrease significantly based on the last few years of reporting. The past year's Weighted Average Shares Diluted was at 272.9 Million View More Fundamentals

Principal Stock Against Markets

Picking the right benchmark for Principal Financial stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Principal Financial stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Principal Financial is critical whether you are bullish or bearish towards Principal Financial Group at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Principal Financial without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Principal Financial Corporate Directors

Principal Financial corporate directors refer to members of a Principal Financial board of directors. The board of directors generally takes responsibility for the Principal Financial's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Principal Financial's board members must vote for the resolution. The Principal Financial board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Sandra Helton - Independent DirectorProfile
Jocelyn CarterMiller - Independent DirectorProfile
Daniel Gelatt - Independent DirectorProfile
Scott Mills - DirectorProfile

Investing Principal Financial Group

You need to understand the risk of investing before taking a position in Principal Financial. The danger of trading Principal Financial Group is mainly related to its market volatility and company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Principal Financial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Principal Financial. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Principal Financial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Principal Financial information on this page should be used as a complementary analysis to other Principal Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Principal Financial 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 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.
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Is Principal Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Principal Financial. If investors know Principal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Principal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.23
Market Capitalization
17.2 B
Quarterly Revenue Growth YOY
-0.031
Return On Assets
0.004
Return On Equity
0.12
The market value of Principal Financial is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Financial's value that differs from its market value or its book value, called intrinsic value, which is Principal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Financial's market value can be influenced by many factors that don't directly affect Principal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Principal Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.