There's significant visibility about Principal Financial Group's (PFG) performance in the financial landscape. PFG has been grappling with weak core operations, driving negative investor sentiment. Barclays has maintained an underweight recommendation for PFG, despite its solid Q1 earnings. Meanwhile, Generali Asset Management SPA SGR and Callan Family Office LLC have just acquired new stakes, and Capital Management increased their holdings. However, US Bancorp DE and Robeco Institutional Asset Management B.V. reduced their share counts.
On the positive side, PFG has $784.3 billion AUM, projected robust EPS growth, and recently announced a stock buyback. Their recent partnership with Barings aims to expand the private credit platform. Also, the company aims to make financial education accessible to a broader audience. PFG's stock performance, despite mixed fundamentals, returned a solid 129% over the last five years. Meanwhile, Morgan Stanley and Wells Fargo issued positive price expectations, but the firm received a sell rating from Morgan Stanley earlier. PFG's stock has been underperforming the S&P 500, but some analysts remain confident about its growth potential.
Principal Financial Group PFG News Analytics from Wed, 15 Jan 2025 08:00:00 GMT to Sat, 18 Oct 2025 09:46:22 GMT - Rating 3 - Innovation 4 - Information 7 - Rumor 2