PFG - Principal Financial Group - Stock & Dividends

Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US74251V1026

Retirement plans, Insurance products, Investment management

Principal Financial Group Inc is a leading financial services company that provides a wide range of retirement, asset management, and insurance products and services to individuals, businesses, and institutional clients globally.

The company operates through three main segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers a comprehensive suite of retirement products and services, including defined contribution plans, such as 401(k) and 403(b) plans, as well as individual retirement accounts, investment-only products, and mutual funds. Additionally, it provides pension risk transfer services, equity compensation, and employee stock ownership plans, among others.

The Principal Asset Management segment is a global asset manager that offers a diverse range of investment strategies, including equity, fixed income, real estate, and alternative investments. It also provides asset allocation, stable value management, and structured investment strategies to help clients achieve their investment goals. Furthermore, it offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products in various markets, including Brazil, Chile, Mexico, Asia, China, Hong Kong, and Southeast Asia.

The Benefits and Protection segment specializes in providing specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance. It also administers group dental, disability, and vision benefits, and offers individual life insurance products, including universal, variable universal, indexed universal, and term life insurance products. Moreover, it provides insurance solutions for small and medium-sized businesses and their owners, as well as employees.

With a rich history dating back to 1879, Principal Financial Group Inc is headquartered in Des Moines, Iowa, and has established itself as a trusted partner for individuals and businesses seeking to secure their financial futures. You can learn more about the company's products and services at https://www.principal.com.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for PFG - Principal Financial Group  - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for PFG - Principal Financial Group  - Stock & Dividends

PFG Stock Overview

Market Cap in USD 19,906m
Sector Financial Services
Industry Asset Management
GiC SubIndustry Life & Health Insurance
TER 0.00%
IPO / Inception 2001-10-23

PFG Stock Ratings

Growth 5y 56.6
Fundamental -1.81
Dividend 63.5
Rel. Performance vs Sector -0.38
Analysts 2.83/5
Fair Price Momentum 84.26 USD
Fair Price DCF 404.23 USD

PFG Dividends

Dividend Yield 12m 3.22%
Yield on Cost 5y 5.56%
Dividends CAGR 5y 3.59%
Payout Consistency 97.7%

PFG Growth Ratios

Growth 12m 5.07%
Growth Correlation 12m 56%
Growth Correlation 3m 8%
CAGR 5y 11.50%
CAGR/Mean DD 5y 0.95
Sharpe Ratio 12m -0.02
Alpha vs SP500 12m -24.21
Beta vs SP500 5y weekly 1.57
ValueRay RSI 62.75
Volatility GJR Garch 1y 20.56%
Price / SMA 50 3.86%
Price / SMA 200 8.79%
Current Volume 1541.2k
Average Volume 20d 1252.2k

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What is the price of PFG stocks?
As of July 27, 2024, the stock is trading at USD 84.42 with a total of 1,541,232 shares traded.
Over the past week, the price has changed by -1.08%, over one month by +5.38%, over three months by +5.05% and over the past year by +9.96%.
What are the forecast for PFG stock price target?
According to ValueRays Forecast Model, PFG Principal Financial Group will be worth about 93.6 in July 2025. The stock is currently trading at 84.42. This means that the stock has a potential upside of +10.85%.
Issuer Forecast Upside
Wallstreet Target Price 84.8 0.47
Analysts Target Price 75.6 -10.4
ValueRay Target Price 93.6 10.9