Jul. 23 at 8:55 PM
Heads up alert! upcoming earnings on Monday, 7/28/2025 for
$PFG
Neutral (5.8)
Principal Financial Group (PFG) has shown a mixed performance in recent periods, warranting a neutral stance.
The company's strong segment growth, particularly in its global retirement and long-term savings business, along with robust capital strength and rising dividends, positions it well against competitors.
However, recent stock performance has been lackluster, with a small decline of 2.2% over the past six months, underperforming the S&P 500's 4.5% gain during the same period.
The company's P/E ratio and EPS growth are critical metrics to consider.
PFG's P/E ratio, although indicating a premium, aligns with the industry average, reflecting investor confidence in its growth potential.
However, the uncertainty around its fundamentals suggests caution.
Revenue forecasts remain optimistic, partially driven by increased demand for pooled retirement plans and strategic partnerships, which could enhance future earnings.
In comparison to industry peers, PFG has shown a solid historic return of 129% over the last five years, which suggests strength in its long-term strategy.
Upcoming Earnings Report Summary:
Principal Financial Group is set to release its Q2 2025 financial results on July 28, 2025.
Analysts anticipate double-digit growth in earnings, which could signal a positive trend if achieved.
Historically, PFG has managed to deliver strong quarterly results, although recent concerns about its ability to surpass top-and-bottom-line estimates persist.
Analyst consensus estimates point towards solid revenue figures, but the key will be in how PFG manages to navigate its operational challenges and leverage its segment growth for sustained profitability.
Any deviation from expectations could have a significant impact on the stock, either reinforcing investor confidence or amplifying existing concerns.
Sector Performance:
The financial services sector, to which PFG belongs, has experienced varied performance recently.
While some firms have outperformed thanks to strategic expansions and favorable economic conditions, others have lagged due to market volatility and regulatory challenges.
Insurance stocks, in particular, have faced mixed reviews, with some underperforming compared to the broader financial sector.
PFG's performance within this context shows some resilience, but it also highlights the challenges the sector faces in delivering consistent growth amidst prevailing market dynamics.
- Funds were net sellers of
$PFG during the previous reporting quarter.
- Top 4 funds with large holdings in
$PFG:
- Holocene Advisors LP, MV:
$12MM. Fund Rank: 87%
www.holoceneadvisors.com
- DEAN CAPITAL MANAGEMENT, MV:
$4MM. Fund Rank: 67%
www.deancapmgmt.com
- IEQ Capital LLC, MV:
$2MM. Fund Rank: 77%
- Teza Capital Management LLC, MV:
$1MM. Fund Rank: 84%
www.tezacapital.com
- Last 10 days performance: 0%
- Last 30 days performance: 4%
- Last 90 days performance: 8%
Some of the latest news articles:
- Title: Principal Financial to Report Q2 Earnings: What's in the Cards?
Publication Date: 7/23/2025 1:43:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/principal-financial-report-q2-earnings-134300340.html?.tsrc=rss
- Title: Exploring Analyst Estimates for Principal Financial (PFG) Q2 Earnings, Beyond Revenue and EPS
Publication Date: 7/23/2025 1:15:03 PM, Source: yahoo
URL: https://finance.yahoo.com/news/exploring-analyst-estimates-principal-financial-131503486.html?.tsrc=rss
- Title: Principal Financial (PFG) Earnings Expected to Grow: Should You Buy?
Publication Date: 7/21/2025 2:00:07 PM, Source: yahoo
URL: https://finance.yahoo.com/news/principal-financial-pfg-earnings-expected-140007023.html?.tsrc=rss
- Title: PFG Outperforms Industry, Trades at Premium: How to Play the Stock?
Publication Date: 7/18/2025 1:49:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/pfg-outperforms-industry-trades-premium-134900188.html?.tsrc=rss
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