Principal Financial Financial Diagnostics

PFG -- USA Stock  

USD 53.29  0.02  0.0375%

Principal Financial price decrease over the last few months may encourage investors to take a closer look at the company as it closed today at a share price of 52.1 on 1560071.000 in trading volume. The company directors and management were not very successful in positioning the company components to exploit market volatility in July. However, diversifying your holdings with Principal Financial or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 30 days (very short) investing horizon is currently 1.6971. The below-average Stock volatility is a good sign for a longer term investment options and for buy-and-hold investors. This diagnostics interface makes it easy to digest most current publicly released information about Principal Financial as well as get updates on important government artifacts including earning estimates, SEC corporate filings and announcements. This module also helps to analysis Principal Financial price relationship with some important fundamental indicators such as market cap and management efficiency. Additionally take a look at Your Equity Center.

Principal Financial Note

About 74.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.07. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Principal Financial has Price/Earnings To Growth (PEG) ratio of 1.35. The entity recorded earning per share (EPS) of 5.32. The firm last dividend was issued on 2019-09-04. 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. Principal Financial operates under Insurance - Life classification in USA and is traded on BATS Exchange. It employs 16475 people. To find out more about PRINCIPAL FINL GR contact James McCaughan at 515-247-5111 or learn more at http://www.principal.com.

Principal Financial Alerts

Principal Financial generates negative expected return over the last 30 days
About 74.0% of the company shares are owned by institutional investors

Principal Financial Upcoming Events

Upcoming Quarterly ReportApril 28, 2017
Next Earnings ReportJuly 27, 2017

Principal Financial Earning Estimates

EPSEstimate Date
Quarterly Estimate1.14April 28, 2017
Principal Financial Group normalized analysts earnings estimates for actual as well as projected forward EPS values taken as an average expert opinion over time
Earnings Estimate  

Principal Financial SEC Filings

Unclassified Corporate Event
Unclassified Corporate Event
Unclassified Corporate Event
Unclassified Corporate Event
Financial Statements and Exhibits. Results of Operations and Financial Condition
Unclassified Corporate Event
Regulation FD Disclosure
Financial Statements and Exhibits. Regulation FD Disclosure

Principal Financial Thematic Classifications

Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Insurance IdeaInsurance
USA Equities from Insurance industry as classified by Fama & French
Insurance Providers IdeaInsurance Providers
All types of insurance and insurance brokerages

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares30.5 M1.8 B
Blackrock IncCommon Shares22 M1.3 B
Nippon Life Insurance CoCommon Shares18.1 M1.1 B
Capital Research Global InvestorsCommon Shares15.1 M875.1 M
State Street CorpCommon Shares12.9 M745 M
Bank Of New York Mellon CorpCommon Shares8.3 M479.2 M
Wellington Management Group LlpCommon Shares7.6 M439.6 M

Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 15.02B.

Profitablity

The company has Net Profit Margin of 9.53 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 12.61 % which entails that for every 100 dollars of revenue it generated 0.13 of operating income.

Management Efficiency

Principal Financial has Return on Asset of 0.43 % which means that on every $100 spent on asset it made $0.43 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 11.7 % implying that it generated $11.7 on every 100 dollars invested.

Stock Holders for Principal Financial

Information
Ratio
Value
At Risk
NASDAQ Composite(0.09) (2.17) 
Nasdaq 0.0334 (1.51) 
NASDAQ Financial 100 0.0431 (2.75) 
NASDAQ N America Large Mid Cap 0.12 (1.75) 
NASDAQ South Africa Cnsmr Goods(0.15) (2.00) 
NASDAQ Global Ins Large Mid Cap 0.1 (1.60) 
NASDAQ EMEA Food Beverage Lg 0.23 (1.05) 
NASDAQ US Rising Dividend Achie 0.0451 (1.91) 
Zacks Market Neutral Fund Class(0.0126) (0.61) 
Zacks Market Neutral Fund Class(0.0108) (0.64) 
WBI BullBear Yield 1000 ETF(0.06) (1.53) 
WBI BullBear Rising Income 1000 0.05 (1.23) 
Vanguard Mid Cap Value Index Fu(0.0286) (2.06) 
PGIM QMA Mid Cap Value Fund Cla(0.08) (3.29) 
PGIM QMA Mid Cap Value Fund Cla(0.08) (3.32) 
PGIM QMA Mid Cap Value Fund Cla(0.08) (3.24) 
AAM SP 500 High Dividend Value(0.11) (0.96) 
PGIM QMA Mid Cap Value Fund Cla(0.08) (3.33) 
Invesco SP 500 Equal Weight Fi(0.0393) (2.68) 
Responsible ESG U S Equity Por(0.0373) (2.32) 

Technical Drivers

As of 21 of August Principal Financial holds Coefficient Of Variation of (982.35) and Risk Adjusted Performance of (0.09). Compared with Fundamental Indicators, Macroaxis technical analysis interface allows you to check existing technical drivers of Principal Financial as well as the relationship between them. In other words you can use this information to find out if the company will indeed mirror its model of past market data or the prices will eventually revert. We found nineteen technical drivers for Principal Financial which can be compared to its competitors. Please check Principal Financial Information Ratio as well as the relationship between Value At Risk and Expected Short fall to decide if Principal Financial is priced some-what accurately providing market reflects its current price of 53.29 per share. Given that Principal Financial has Jensen Alpha of (0.11), we recommend you check out Principal Financial recent market performance to make sure the company can sustain itself at future point.

Principal Financial Price Movement Analysis

The output start index for this execution was thirteen with a total number of output elements of twenty-six. The Triangular Moving Average shows Principal Financial double smoothed mean price over a specified number of previous prices (i.e. averaged twice). View also all equity analysis or get more info about triangular moving average overlap studies indicator.

Principal Financial Insider Trading Activities

Principal Financial Outstanding Bonds

MaturityCouponRating
74251VAA0 6.05%10/15/20366.05
BBB+
74251VAD4 8.875%05/15/20198.875
BBB+
74251VAE2 3.3%09/15/20223.3
BBB+
74251VAF9 4.625%09/15/20424.625
BBB+
74251VAG7 1.85%11/15/20171.85
BBB+
74251VAH5 3.125%05/15/20233.125
BBB+
74251VAJ1 4.35%05/15/20434.35
BBB+
74254PAC6 4.5%04/15/20164.5
A+
74254PCX8 5.25%10/15/20245.25
A+
74254PPG1 5.0%11/15/20165.0
A+
74254PVM1 5.5%03/15/20185.5
A+
74254PVS8 5.25%03/15/20185.25
A+
74254PVW9 5.25%03/15/20185.25
A+
74254PWD0 5.25%04/17/20175.25
A+
74254PWH1 5.5%04/16/20185.5
A+
74254PWL2 5.5%04/17/20175.5
A+
74254PWM0 5.75%04/15/20205.75
A+
74254PWR9 5.5%04/17/20175.5
A+
74254PWS7 5.75%04/15/20205.75
A+
74254PYF3 5.55%04/27/20155.55
A+
74256MAA5 1.0%12/11/20151.0
A+
74256MAC1 2.25%10/15/20182.25
NA
74256MAF4 1.2%05/19/20171.2
A+
74251VAK8 3.4%05/15/20253.4
BBB+

Principal Financial Technical and Predictive Indicators

Principal Financial Forecast Models

Recommendations

Principal Financial Analyst Recommendations

Target PriceAdvice# of Analysts
59.83Hold6Odds
Principal Financial Group current and past analyst recommendations published by number of research institutions as well as average analyst consensus
Principal Financial Analyst Advice  

Vital Value Indicators

Principal Financial Basic Pricing Drivers

Quick Ratio2.37
Fifty Two Week Low40.42
Trailing Annual Dividend Rate2.15
Revenue Growth22.80%
Payout Ratio40.34%
Shares Short Prior Month8.68M
Average Daily Volume Last 10 Day1.25M
Average Daily Volume In Three Month1.31M
Earnings Growth-13.30%
Shares Percent Shares Out3.13%
Gross Margins37.82%
Earnings Quarterly Growth-15.40%
Short Percent Of Float3.56%
Forward Price Earnings8.69
Float Shares277.58M
Fifty Two Week High61.12
Enterprise Value To Ebitda7.59
Fifty Day Average57.25
Two Hundred Day Average54.30
Trailing Annual Dividend Yield4.03%
Enterprise Value To Revenue0.96
Additionally take a look at Your Equity Center. Please also try Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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