Principal Financial Group Inc’s (PFG) Stock: A Long-Term Performance Analysis

The stock of Principal Financial Group Inc (PFG) has gone down by -10.35% for the week, with a -6.77% drop in the past month and a -1.32% drop in the past quarter. The volatility ratio for the week is 9.56%, and the volatility levels for the past 30 days are 4.02% for PFG. The simple moving average for the last 20 days is -5.38% for PFG’s stock, with a simple moving average of -6.30% for the last 200 days.

Is It Worth Investing in Principal Financial Group Inc (NASDAQ: PFG) Right Now?

Principal Financial Group Inc (NASDAQ: PFG) has a higher price-to-earnings ratio of 11.57x compared to its average ratio. PFG has 36-month beta value of 1.05. Analysts have mixed views on the stock, with 1 analysts rating it as a “buy,” 2 as “overweight,” 7 as “hold,” and 2 as “sell.”

The public float for PFG is 223.92M, and currently, short sellers hold a 2.20% ratio of that float. The average trading volume of PFG on April 10, 2025 was 1.56M shares.

PFG) stock’s latest price update

The stock price of Principal Financial Group Inc (NASDAQ: PFG) has jumped by 11.08 compared to previous close of 69.56. Despite this, the company has seen a fall of -10.35% in its stock price over the last five trading days. businesswire.com reported 2025-04-03 that DES MOINES, Iowa–(BUSINESS WIRE)–Principal Financial Group® (Nasdaq: PFG) announced today that it will release first quarter 2025 financial results after U.S. markets close on Thursday, April 24, 2025. On Friday, April 25, 2025, at 10 a.m. ET, Deanna Strable, president and chief executive officer, and Joel Pitz, interim chief financial officer, will discuss the results during a live conference call. Additional members of senior management will be available for a question-and-answer session. T.

Analysts’ Opinion of PFG

Many brokerage firms have already submitted their reports for PFG stocks, with BMO Capital Markets repeating the rating for PFG by listing it as a “Market Perform.” The predicted price for PFG in the upcoming period, according to BMO Capital Markets is $93 based on the research report published on January 23, 2025 of the current year 2025.

JP Morgan, on the other hand, stated in their research note that they expect to see PFG reach a price target of $92, previously predicting the price at $95. The rating they have provided for PFG stocks is “Overweight” according to the report published on January 07th, 2025.

Piper Sandler gave a rating of “Overweight” to PFG, setting the target price at $90 in the report published on December 18th of the previous year.

PFG Trading at -7.43% from the 50-Day Moving Average

After a stumble in the market that brought PFG to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -15.99% of loss for the given period.

Volatility was left at 4.02%, however, over the last 30 days, the volatility rate increased by 9.56%, as shares sank -5.80% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -6.78% lower at present.

During the last 5 trading sessions, PFG fell by -10.35%, which changed the moving average for the period of 200-days by -3.42% in comparison to the 20-day moving average, which settled at $81.67. In addition, Principal Financial Group Inc saw -0.18% in overturn over a single year, with a tendency to cut further losses.

Insider Trading

Reports are indicating that there were more than several insider trading activities at PFG starting from WEE YEE CHEONG, who proposed sale 13,468 shares at the price of $87.29 back on Feb 27 ’25. After this action, WEE YEE CHEONG now owns shares of Principal Financial Group Inc, valued at $1,175,597 using the latest closing price.

WEE YEE CHEONG, the Officer of Principal Financial Group Inc, proposed sale 800 shares at $87.02 during a trade that took place back on Feb 14 ’25, which means that WEE YEE CHEONG is holding shares at $69,612 based on the most recent closing price.

Stock Fundamentals for PFG

Current profitability levels for the company are sitting at:

  • 0.13 for the present operating margin
  • 1.0 for the gross margin

The net margin for Principal Financial Group Inc stands at 0.1. The total capital return value is set at 0.01. Equity return is now at value 14.28, with 0.54 for asset returns.

Based on Principal Financial Group Inc (PFG), the company’s capital structure generated 0.27 points at debt to capital in total, while cash flow to debt ratio is standing at 1.12.

When we switch over and look at the enterprise to sales, we see a ratio of 1.07. The receivables turnover for the company is 0.69for trailing twelve months and the total asset turnover is 0.05. The liquidity ratio also appears to be rather interesting for investors as it stands at 0.42.

Conclusion

To put it simply, Principal Financial Group Inc (PFG) has had a bad performance in recent times. Analysts have a mixed opinion on the stock, with some rating it as a “buy” and others as a “hold”. It’s important to note that the stock is currently trading at a significant distance from its 50-day moving average and its 52-week high.

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