Principal Financial Group
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
147% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $8.69M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
17% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 78
0.7% more ownership
Funds ownership: 70.35% [Q3] → 71.05% (+0.7%) [Q4]
0% more funds holding
Funds holding: 771 [Q3] → 771 (+0) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 269
5% less capital invested
Capital invested by funds: $14B [Q3] → $13.4B (-$639M) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$74
13%
downside
Avg. target
$88
3%
upside
High target
$93
9%
upside
7 analyst ratings
2 positive
29%
3 neutral
43%
2 negative
29%
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 13%downside $74 | Underweight Maintained | 19 Feb 2025 |
Keefe, Bruyette & Woods Ryan Krueger 67% 1-year accuracy 14 / 21 met price target | 8%upside $92 | Market Perform Maintained | 12 Feb 2025 |
Piper Sandler John Barnidge 69% 1-year accuracy 33 / 48 met price target | 9%upside $93 | Overweight Maintained | 10 Feb 2025 |
Barclays Alex Scott 49% 1-year accuracy 39 / 79 met price target | 6%downside $80 | Underweight Maintained | 7 Feb 2025 |
BMO Capital Jack Matten 33% 1-year accuracy 2 / 6 met price target | 9%upside $93 | Market Perform Initiated | 23 Jan 2025 |
Financial journalist opinion
Based on 3 articles about PFG published over the past 30 days
Positive
Zacks Investment Research
6 days ago
PFG Stock Trades Above 50-Day SMA: What Should Investors Do?
Principal Financial gains from strategic acquisitions, favorable growth estimates, financial stability and effective capital deployment.
Neutral
PRNewsWire
1 week ago
Principal Asset Management Extends Relationship with SS&C
WINDSOR, Conn. , March 25, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Principal Asset Management has extended its transfer agency relationship with SS&C.
Neutral
Business Wire
3 weeks ago
Nearly 80% of Retirement Savers Restart Contributions After Stopping Due to a Financial Setback
DES MOINES, Iowa--(BUSINESS WIRE)--Principal survey finds retirement savers are determined to recover after financial setbacks force them to reduce, pause, or withdraw contributions.
Neutral
Business Wire
1 month ago
Principal® closes $3.64 billion capital raise for Data Center Growth & Income Fund
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Asset Management℠, the investment management unit of Principal Financial Group®, reached the final investor close on February 28 for its Principal Data Center Growth & Income Fund (the Fund), which is dedicated to the development of a portfolio of hyperscale data center projects across the United States. The Fund raised $3.64 billion, well in excess of the target from a diverse global investor base. This is the third discretionary data center-foc.
Positive
Zacks Investment Research
1 month ago
Principal Financial (PFG) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes?
Positive
Zacks Investment Research
1 month ago
Are You Looking for a High-Growth Dividend Stock?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes?
Neutral
Seeking Alpha
1 month ago
Principal Financial Group, Inc. (PFG) Q4 2024 Earnings Call Transcript
Principal Financial Group, Inc. (NASDAQ:PFG ) Q4 2024 Earnings Conference Call February 7, 2025 9:00 AM ET Company Participants Humphrey Lee – Vice President, Investor Relations Deanna Strable – Chief Executive Officer Joel Pitz – Interim Chief Financial Officer Kamal Bhatia – President and Chief Executive Officer-Principal Asset Management Chris Littlefield – President, Retirement and Income Solutions Amy Friedrich – President, Benefits and Protection Conference Call Participants Ryan Krueger – KBW Joel Hurwitz – Dowling & Partners Wilma Burdis – Raymond James Alex Scott – Barclays Jimmy Bhullar – JPMorgan Jack Matten – BMO Capital Markets John Barnidge – Piper Sandler Suneet Kamath – Jefferies Operator Good morning and welcome to the Principal Financial Group Fourth Quarter 2024 Financial Results and 2025 Outlook Conference Call. There will be a question-and-answer period after the speakers have completed their prepared remarks.
Positive
Zacks Investment Research
1 month ago
Principal Financial Q4 Earnings Miss, Revenues Up Y/Y, Dividend Raised
PFG's Q4 results reflect reduced expenses, improved performances across Specialty Benefits, Benefits and Protection and Investment Management segments.
Positive
Zacks Investment Research
1 month ago
Principal Financial (PFG) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Principal Financial (PFG) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
Zacks Investment Research
1 month ago
Principal Financial (PFG) Q4 Earnings Lag Estimates
Principal Financial (PFG) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.83 per share a year ago.
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