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Principal Financial Group (PFG)

(Delayed Data from NSDQ)

$79.12 USD

79.12
1,424,758

-1.94 (-2.39%)

Updated Apr 26, 2024 04:00 PM ET

After-Market: $79.14 +0.02 (0.03%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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A Value D Growth D Momentum C VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 26% (65 out of 252)

Industry: Financial - Investment Management

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Balance Sheet

Research for PFG

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Principal Financial Group, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 7,022 7,317 5,101 3,382 3,192
Receivables 25,397 27,055 2,538 2,434 2,427
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 32,419 34,372 7,640 5,816 5,619
Net Property & Equipment 938 996 1,038 1,019 968
Investments & Advances 96,006 92,620 106,137 105,775 95,676
Other Non-Current Assets 167,606 155,375 182,345 175,951 165,468
Deferred Charges 3,951 4,687 3,758 3,410 3,521
Intangibles 3,078 3,132 3,228 3,434 3,481
Deposits & Other Assets 1,049 1,058 512 1,223 1,356
Total Assets 305,047 292,240 304,657 296,628 276,088
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 66,456 65,311 43,948 45,207 40,838
Current Portion Long-Term Debt 61 81 80 85 93
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 42,418 43,788 44,669 44,297 42,327
Total Current Liabilities 108,935 109,180 88,697 89,589 83,259
Mortgages 0 0 0 0 0
Deferred Taxes/Income 1,625 1,226 2,336 2,353 1,813
Convertible Debt 0 0 0 0 0
Long-Term Debt 3,931 3,997 4,280 4,279 3,734
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 179,345 167,532 192,886 183,534 172,332
Minority Interest (Liabilities) 249 262 333 256 265
Total Liabilities 294,085 282,197 288,531 280,010 261,402
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 5 5 5 5 5
Capital Surplus 10,909 10,740 10,495 10,322 10,183
Retained Earnings 16,684 17,042 12,885 11,838 11,074
Other Equity -5,300 -7,158 1,667 2,442 1,106
Treasury Stock 11,336 10,587 8,926 7,989 7,682
Total Shareholder's Equity 10,962 10,043 16,126 16,617 14,686
Total Liabilities & Shareholder's Equity 305,047 292,240 304,657 296,628 276,088
Total Common Equity 10,962 10,043 16,126 16,617 14,686
Shares Outstanding 238.40 243.10 261.20 272.60 277.60
Book Value Per Share 45.98 41.31 61.74 60.96 52.90

Fiscal Year End for Principal Financial Group, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 7,022 7,047 6,611 7,162
Receivables NA 25,397 24,935 24,933 25,517
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA 32,419 31,982 31,544 32,679
Net Property & Equipment NA 938 958 958 986
Investments & Advances NA 96,006 91,500 94,255 95,510
Other Non-Current Assets NA 167,606 155,478 164,211 162,001
Deferred Charges NA 3,951 3,948 3,950 3,948
Intangibles NA 3,078 3,074 3,157 3,172
Deposits & Other Assets NA 1,049 1,007 1,113 1,112
Total Assets NA 305,047 287,948 299,187 299,408
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 66,456 61,244 64,245 65,224
Current Portion Long-Term Debt NA 61 24 26 24
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 42,418 43,250 43,324 43,889
Total Current Liabilities NA 108,935 104,517 107,595 109,137
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 1,625 1,491 1,414 1,442
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 3,931 3,930 3,993 4,689
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 167,027 175,529 173,607
Minority Interest (Liabilities) NA 249 260 267 273
Total Liabilities NA 294,085 277,225 288,797 289,147
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 5 5 5 5
Capital Surplus NA 10,909 10,870 10,832 10,791
Retained Earnings NA 16,684 17,717 16,630 16,399
Other Equity NA -5,300 -6,790 -6,200 -6,158
Treasury Stock NA 11,336 11,080 10,877 10,775
Total Shareholder's Equity NA 10,962 10,723 10,390 10,261
Total Liabilities & Shareholder's Equity NA 305,047 287,948 299,187 299,408
Total Common Equity 0 10,962 10,723 10,390 10,261
Shares Outstanding 235.80 238.40 238.40 241.70 242.70
Book Value Per Share 0.00 45.98 44.98 42.99 42.28