Financial Fitness Check: Examining Principal Financial Group Inc (PFG)’s Key Ratios

Investors with the goal of beating the broader market often turn to stock selection. Strategic choices in individual stocks can have a profound impact on your wealth.

In the latest session, Principal Financial Group Inc (NASDAQ: PFG) closed at $71.96 down -6.87% from its previous closing price of $77.27. In other words, the price has decreased by -$6.87 from its previous closing price. On the day, 2.04 million shares were traded. PFG stock price reached its highest trading level at $75.665 during the session, while it also had its lowest trading level at $71.0.

Ratios:

For a deeper understanding of Principal Financial Group Inc’s stock, let’s take a closer look at its various ratios. In the meantime, Its Debt-to-Equity ratio is 0.39 whereas as Long-Term Debt/Eq ratio is at 0.33.

Upgrades & Downgrades

In addition, analysts’ ratings and any changes thereto give investors an idea of the stock’s future direction. In the most recent recommendation for this company, BMO Capital Markets on January 23, 2025, initiated with a Market Perform rating and assigned the stock a target price of $93.

On January 07, 2025, JP Morgan Upgraded its rating to Overweight which previously was Neutral and also lowered its target price recommendation from $95 to $92.

Piper Sandler Upgraded its Neutral to Overweight on December 18, 2024, while the target price for the stock was maintained at $90.

Insider Transactions:

Additionally, insider trades can be beneficial to investors who want to learn what the management thinks about stock prices in the future. A recent insider transaction in this stock occurred on Feb 27 ’25 when WEE YEE CHEONG bought 13,468 shares for $87.29 per share.

WEE YEE CHEONG bought 800 shares of PFG for $69,612 on Feb 14 ’25. On Jan 15 ’25, another insider, DEANNA STRABLE-SOETHOUT, who serves as the Officer of the company, bought 21,780 shares for $78.84 each.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, PFG now has a Market Capitalization of 16188985344 and an Enterprise Value of 16222672896. As of this moment, Principal’s Price-to-Earnings (P/E) ratio for their current fiscal year is 10.77, and their Forward P/E ratio for the next fiscal year is 7.95. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 0.87. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.00 while its Price-to-Book (P/B) ratio in mrq is 1.47. Its current Enterprise Value per Revenue stands at 1.006 whereas that against EBITDA is 7.455.

Stock Price History:

The Beta on a monthly basis for PFG is 1.01, which has changed by -0.09847158 over the last 52 weeks, in comparison to a change of 0.028231144 over the same period for the S&P500. Over the past 52 weeks, PFG has reached a high of $91.97, while it has fallen to a 52-week low of $68.39. The 50-Day Moving Average of the stock is -13.55%, while the 200-Day Moving Average is calculated to be -12.69%.

Shares Statistics:

For the past three months, PFG has traded an average of 1.58M shares per day and 1832360 over the past ten days. A total of 226.23M shares are outstanding, with a floating share count of 223.33M. Insiders hold about 0.73% of the company’s shares, while institutions hold 73.11% stake in the company. Shares short for PFG as of 1741910400 were 4933121 with a Short Ratio of 3.62, compared to 1739491200 on 3278754. Therefore, it implies a Short% of Shares Outstanding of 4933121 and a Short% of Float of 2.5100000000000002.

Dividends & Splits

According to the company, the forward annual dividend rate for PFG is 2.91, from 2.85 in the trailing year. Against a Trailing Annual Dividend Yield of 0.036883656The stock’s 5-year Average Dividend Yield is 3.72.

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