Zacks Research Has Strong Forecast for PFG FY2025 Earnings

Principal Financial Group, Inc. (NYSE:PFG) – Equities research analysts at Zacks Research upped their FY2025 earnings per share estimates for Principal Financial Group in a research report issued to clients and investors on Monday, September 1st. Zacks Research analyst Team now expects that the company will post earnings of $8.20 per share for the year, up from their prior estimate of $7.98. The consensus estimate for Principal Financial Group’s current full-year earnings is $8.50 per share. Zacks Research also issued estimates for Principal Financial Group’s Q4 2025 earnings at $2.13 EPS, Q2 2026 earnings at $2.30 EPS, Q3 2026 earnings at $2.38 EPS, FY2026 earnings at $9.13 EPS and FY2027 earnings at $9.96 EPS.

Principal Financial Group (NYSE:PFG) last announced its quarterly earnings results on Monday, July 28th. The company reported $2.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.97 by $0.19. Principal Financial Group had a return on equity of 14.68% and a net margin of 9.74%.During the same period last year, the business earned $1.63 earnings per share.

A number of other analysts have also issued reports on the company. UBS Group boosted their price target on Principal Financial Group from $85.00 to $87.00 and gave the company a “neutral” rating in a report on Tuesday, July 29th. Morgan Stanley boosted their price target on Principal Financial Group from $75.00 to $77.00 and gave the company an “underweight” rating in a report on Monday, August 18th. JPMorgan Chase & Co. boosted their price target on Principal Financial Group from $92.00 to $101.00 and gave the company an “overweight” rating in a report on Tuesday, July 8th. Keefe, Bruyette & Woods lowered their price target on Principal Financial Group from $90.00 to $88.00 and set a “market perform” rating for the company in a report on Monday, August 4th. Finally, Barclays boosted their price objective on shares of Principal Financial Group from $76.00 to $80.00 and gave the stock an “underweight” rating in a research note on Monday, July 7th. Two analysts have rated the stock with a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $86.90.

Principal Financial Group Stock Down 1.6%

Shares of NYSE PFG opened at $79.98 on Thursday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.30 and a current ratio of 0.29. The firm has a market capitalization of $17.82 billion, a price-to-earnings ratio of 11.97, a PEG ratio of 0.76 and a beta of 1.03. The stock has a 50 day moving average price of $79.37 and a 200 day moving average price of $79.20. Principal Financial Group has a 52-week low of $68.39 and a 52-week high of $91.97.

Principal Financial Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 26th. Investors of record on Thursday, September 4th will be paid a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a yield of 3.9%. This is a positive change from Principal Financial Group’s previous quarterly dividend of $0.76. The ex-dividend date of this dividend is Thursday, September 4th. Principal Financial Group’s payout ratio is presently 62.78%.

Hedge Funds Weigh In On Principal Financial Group

A number of large investors have recently bought and sold shares of PFG. Geneos Wealth Management Inc. boosted its holdings in Principal Financial Group by 7.6% in the first quarter. Geneos Wealth Management Inc. now owns 1,889 shares of the company’s stock valued at $159,000 after purchasing an additional 134 shares during the last quarter. Chicago Partners Investment Group LLC boosted its holdings in Principal Financial Group by 2.5% in the second quarter. Chicago Partners Investment Group LLC now owns 5,550 shares of the company’s stock valued at $449,000 after purchasing an additional 137 shares during the last quarter. Federation des caisses Desjardins du Quebec boosted its holdings in Principal Financial Group by 0.5% in the first quarter. Federation des caisses Desjardins du Quebec now owns 27,536 shares of the company’s stock valued at $2,323,000 after purchasing an additional 139 shares during the last quarter. Stratos Wealth Partners LTD. boosted its holdings in Principal Financial Group by 3.9% in the first quarter. Stratos Wealth Partners LTD. now owns 3,826 shares of the company’s stock valued at $323,000 after purchasing an additional 144 shares during the last quarter. Finally, Raiffeisen Bank International AG boosted its holdings in Principal Financial Group by 12.6% in the first quarter. Raiffeisen Bank International AG now owns 1,380 shares of the company’s stock valued at $115,000 after purchasing an additional 154 shares during the last quarter. Institutional investors own 75.08% of the company’s stock.

About Principal Financial Group

Principal Financial Group, Inc provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services.