For the quarter ended March 2026, Principal Financial (PFG Quick QuotePFG - Free Report) reported revenue of $3.52 billion, down 12.4% over the same period last year. EPS came in at $2.07, compared to $1.81 in the year-ago quarter.

The reported revenue represents a surprise of -14.51% over the Zacks Consensus Estimate of $4.11 billion. With the consensus EPS estimate being $2.01, the EPS surprise was +2.99%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Principal Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Assets under management (AUM) - International Pension: $159.60 billion versus $156.66 billion estimated by four analysts on average.
• Assets under management (AUM) - Investment Management: $578.00 billion versus $592.39 billion estimated by four analysts on average.
• Revenue- Net investment income: $1.2 billion compared to the $1.28 billion average estimate based on four analysts. The reported number represents a change of +2.9% year over year.
• Revenue- Corporate Segment- Net Investment Income: $61.6 million versus the four-analyst average estimate of $51.1 million. The reported number represents a year-over-year change of +8.6%.
• Revenue- Corporate Segment- Premiums and other considerations: $-1.4 million compared to the $-1.05 million average estimate based on four analysts. The reported number represents a change of +7.7% year over year.
• Revenue- Corporate Segment- Fees and other revenues: $-0.4 million compared to the $-16.88 million average estimate based on four analysts. The reported number represents a change of -97.8% year over year.
• Revenue- Corporate Segment- Total: $59.8 million versus the four-analyst average estimate of $33.17 million. The reported number represents a year-over-year change of +61.2%.
• Revenue- Fees and other revenues: $1.12 billion compared to the $1.1 billion average estimate based on four analysts. The reported number represents a change of +3.7% year over year.
• Revenue- Premiums and other considerations: $1.15 billion versus the four-analyst average estimate of $1.66 billion. The reported number represents a year-over-year change of -34.4%.
• Revenue- Benefits and Protection Segment: $1.25 billion versus $1.27 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
• Revenue- Benefits and Protection Segment- Net Investment Income: $153.9 million compared to the $163.95 million average estimate based on four analysts. The reported number represents a change of +4.1% year over year.
• Revenue- Benefits and Protection Segment- Fees and other revenues: $116.2 million versus $124.66 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.

View all Key Company Metrics for Principal Financial here>>>

Shares of Principal Financial have returned +9.8% over the past month versus the Zacks S&P 500 composite's +9.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.