Trade

with

Principal Financial Group
(NYSE: PFG)
US Markets Open
AdChoices
50.81
+0.23
+0.45%
After Hours :
-
-
-

Open

50.87

Previous Close

50.58

Volume (Avg)

277.63k (1.17M)

Day's Range

50.32-50.89

52Wk Range

41.20-55.07

Market Cap.

14.88B

Dividend Rate (Yield )

1.36 (2.37%)

Beta

1.74

Shares Outstanding

293.91M

P/E Ratio (EPS)

14.04 (3.61)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
  • Management effectiveness
Industry Insurance – Life
Highlights
Analyst Recommendation: Underperform
    • Revenue

    • 9.29B

    • Net Income

    • 912.70M

    • Market Cap.

    • 14.88B

    • Enterprise Value

    • 15.82B

    • Net Profit Margin %

    • 10.79

    • PEG (Price/Earnings Growth) Ratio

    • 0.61

    • Beta

    • 1.74

    • Forward P/E

    • 11.01

    • Price/Sales

    • 1.52

    • Price/Book Value

    • 1.43

    • Price/Cash flow

    • 5.24

      • EBITDA

      • 1.28B

      • Return on Capital %

      • 0.52

      • Return on Equity %

      • 10.95

      • Return on Assets %

      • 0.52

      • Book Value/Share

      • 35.39

      • Shares Outstanding

      • 293.91M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.34 (9/4/2014)

      • Dividend Declaration Date

      • 7/24/2014

      Analyst Recommendation
      10/21/2014
      Underperform
        • 1 Year Price Target

        • 50.50

        • Credit Rating

        • BBB

        • Analysts

        • 3

        • EPS Estimate

        • 5.08

        • Cashflow Estimate

        • -

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 17.90

          • 16.09

          • Net Income

            YTD/YTD (last year)

          • 13.30

          • 74.74

          • Net Income

            Q/Q (last year)

          • 36.40

          • 150.50

          • Sales (Revenue)

            5-Year Annual Average

          • -1.34

          • 0.32

          • Net Income

            5-Year Annual Average

          • 14.80

          • 13.57

          • Dividends

            5-Year Annual Average

          • 16.84

          • 6.11

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • -

            • 98.89

            • Pre-Tax Margin

            • 14.14

            • 9.34

            • Net Profit Margin

            • 10.79

            • 7.19

            • Average Gross Margin

              5-Year Annual Average

            • -

            • 66.89

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 10.30

            • 7.69

            • Average Net Profit Margin

              5-Year Annual Average

            • 7.90

            • 254.87B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.24

              • 0.32

              • Current Ratio

              • -

              • 0.03

              • Quick Ratio

              • -

              • 0.03

              • Interest Coverage

              • -

              • -

              • Leverage Ratio

              • 20.99

              • 14.75

              • Book Value/Share

              • 35.39

              • 31.17

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 13.68

                • 12.94

                • P/E Ratio 5-Year High

                • 15.27

                • 217.52

                • P/E Ratio 5-Year Low

                • 5.68

                • 69.13

                • Price/Sales Ratio

                • 1.48

                • 0.88

                • Price/Book Value

                • 1.39

                • 1.28

                • Price/Cash Flow Ratio

                • 5.24

                • 5.51

                • Key Metrics

                • Company

                  • Shares Short

                    as of 9/30/2014

                  • 3.94M

                  • Short Ratio

                    as of 9/30/2014

                  • 4.19

                  • Short % of Float

                    as of 9/30/2014

                  • 1.34

                  • Shares Short

                    prior month

                  • 4.33M

                  • Trailing Annual Dividend Yield

                  • -

                  • 5 Year Average Dividend Yield

                  • 0.02

                  • Key Metrics

                  • Company

                    • Payout Ratio

                    • 31.05

                    • Dividend Date

                    • 7/24/2014

                    • Ex-Dividend Date

                    • 9/4/2014

                    • Last Split Factor

                      new per old

                    • -

                    • Last Split Date

                    • -

                    • Key Metrics

                    • Company

                    • Industry

                      • Return on Equity %

                        (5-Year Average)

                      • 10.95

                        (8.60)

                      • 9.60

                        (9.30)

                      • Return on Assets %

                        (5-Year Average)

                      • 0.52

                        (0.50)

                      • 0.72

                        (0.86)

                      • Return on Capital %

                        (5-Year Average)

                      • 8.59

                        (6.90)

                      • 7.40

                        (6.56)

                      • Income/Employee

                      • 75.18k

                      • 81.69k

                      • Inventory Turnover

                      • -

                      • -

                      • Asset Turnover

                      • 0.05

                      • 0.10

                      Current Historical
                      Financials
                      • Income Statement
                      • Balance Sheet
                      • Cash Flow
                      Operating Income
                      1.12B
                      Operating Margin
                      12.10
                      Total Equity
                      -
                      Retained Earnings
                      -
                      Free Cashflow
                      -
                      Price/Cashflow
                      5.24
                      Ownership

                      Institutional Ownership

                      73.77%

                      Top 10 Institutions

                      45.19%

                      Mutual Fund Ownership

                      39.62%

                      Float

                      99.69%

                      5% / Insider Ownership

                      0.58%

                      Corporate insiders or major stockholders reporting trading activity in the stock.

                      Top Mutual Fund Owners

                      Top Institutional Owners

                      Mutual Fund Name

                      Institution Name

                      • Mutual Fund Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • VA CollegeAmerica American Mutual

                      •  

                        7,567,000

                      • 0.00

                      • 2.57

                      • VA CollegeAmerica Cap Income Builder

                      •  

                        6,555,600

                      • 0.00

                      • 2.23

                      • Oakmark Equity and Income Fund

                      •  

                        5,061,300

                      • 0.00

                      • 1.72

                      • Harris Assoc. Equity & Income Strategy

                      •  

                        5,061,300

                      • 0.00

                      • 1.72

                      • Vanguard Mid-Cap Index Fund

                      •  

                        5,028,017

                      • 0.98

                      • 1.71

                      • Vanguard Total Stock Mkt Idx

                      •  

                        4,785,485

                      • 0.36

                      • 1.63

                      • Oakmark Fund

                      •  

                        4,609,314

                      • 1.99

                      • 1.57

                      • Vanguard Windsor™ Fund

                      •  

                        4,249,800

                      • 69.37

                      • 1.45

                      • Goldman Sachs Mid Cap Value Fund

                      •  

                        3,359,171

                      • -11.70

                      • 1.14

                      • Vanguard Five Hundred Index Fund

                      •  

                        2,837,627

                      • 0.12

                      • 0.97

                      • Institution Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Vanguard Group, Inc.

                      •  

                        20,333,706

                      • +2.62%

                      • 6.92

                      • Capital Research Global Investors

                      •  

                        19,587,600

                      • 0.00%

                      • 6.67

                      • Nippon Life Insurance Co.

                      •  

                        18,137,000

                      • 0.00%

                      • 6.17

                      • Wellington Management Company, LLP

                      •  

                        14,789,607

                      • +59.89%

                      • 5.03

                      • State Street Corp

                      •  

                        11,934,674

                      • -1.30%

                      • 4.06

                      • Harris Associates L.P.

                      •  

                        10,144,011

                      • +1.07%

                      • 3.45

                      • BlackRock Fund Advisors

                      •  

                        8,435,306

                      • +0.61%

                      • 2.87

                      • Northern Trust Investments, N.A.

                      •  

                        7,925,151

                      • -0.67%

                      • 2.70

                      • Newton Management Ltd

                      •  

                        7,523,082

                      • -3.14%

                      • 2.56

                      Company Profile

                      Sector

                      Financial Services

                      Industry

                      Insurance – Life

                      Type

                      Slow Growth

                      Style

                      Mid Value

                      Principal Financial Group, Inc. was incorporated in Delaware. The Company offers retirement services, insurance solutions and asset management services. It provides financial products and services, including retirement, asset managem...moreent, and insurance through the financial services companies to businesses, individuals, and institutional clients.. In addition, it offers individual and group life insurance, individual and group disability insurance and group dental and vision insurance. The Company develops small and medium-sized businesses, which it defines as companies with less than 1,000 employees, providing a broad array of retirement and employee benefit solutions to meet the needs of the business, the business owner and their employees. The Company organizes its businesses into the following se...moregments: Retirement and Investor Services; Principal Global Investors; Principal International and U.S. Insurance Solutions. Its Retirement and Investor Services segment offers products and services for defined contribution pension plans, including 401(k) and 403(b) plans, defined benefit pension plans, non-qualified executive benefit plans and employee stock ownership plan (ESOP) consulting services. The Company’s Principal Global Investors segment manages assets for sophisticated investors around the world, using a multi-boutique strategy that enables the segment to provide an expanded diverse investment capabilities including equity, fixed income and real estate investments. Its Principal International segment has operations in Brazil, Chile, China, Hong Kong Special Administrative Region, India, Mexico and Southeast Asia. The Company’s U.S. Insurance Solutions segment offers individual life insurance and specialty benefits, which include group dental, group vision, group life, group disability, wellness and individual disability insurance. It provides comprehensive insurance solutions for small and medium-sized businesses and their owners and executives.lessless

                      Key People

                      Larry D. Zimpleman

                      CEO/CEO, Subsidiary/Chairman of the Board/Chairman of the Board, Subsidiary/Director/President/President, Subsidiary

                      Mr. Terrance J. Lillis

                      CFO/CFO, Subsidiary/Chief Accounting Officer/Senior VP/Senior VP, Subsidiary

                      Gary P. Scholten

                      Chief Information Officer/Other Executive Officer/Senior VP/Senior VP, Subsidiary

                      Karen E. Shaff

                      Secretary/Executive VP/Executive VP, Subsidiary/General Counsel/General Counsel, Subsidiary

                      Timothy Mark Dunbar

                      Executive VP/Executive VP, Subsidiary/Other Executive Officer

                      • Principal Financial Group

                      • 711 High Street

                      • Des Moines, IA 50392

                      • USA.Map

                      • Phone: +1 515 247-5111

                      • Fax: -

                      • principal.com

                      Incorporated

                      0

                      Employees

                      14,792

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