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Principal Financial (PFG) Reports Q1 Earnings: What Key Metrics Have to Say
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For the quarter ended March 2025, Principal Financial (PFG - Free Report) reported revenue of $4.01 billion, up 5.5% over the same period last year. EPS came in at $1.81, compared to $1.65 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.97 billion, representing a surprise of +0.98%. The company delivered an EPS surprise of -2.16%, with the consensus EPS estimate being $1.85.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Principal Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Assets under management (AUM) - Investment Management: $555.8 billion versus $550.36 billion estimated by four analysts on average.
Assets under management (AUM) - International Pension: $133.5 billion compared to the $123.45 billion average estimate based on four analysts.
Assets under management (AUM): $717.9 billion versus $687.46 billion estimated by three analysts on average.
Revenue- Premiums and other considerations: $1.75 billion compared to the $1.78 billion average estimate based on six analysts. The reported number represents a change of +4% year over year.
Revenue- Fees and other revenues: $1.08 billion versus the six-analyst average estimate of $1.13 billion. The reported number represents a year-over-year change of +2.4%.
Revenue- Net investment income: $1.17 billion versus the six-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +8.7%.
Revenue- Principal Asset Management Segment- Net investment income: $166.70 million versus $168.27 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
Revenue- Benefits and Protection Segment- Specialty Benefits- Fees and other revenues: $8.30 million compared to the $8.92 million average estimate based on four analysts. The reported number represents a change of -1.2% year over year.
Revenue- Benefits and Protection Segment- Specialty Benefits- Premiums and other considerations: $823.20 million versus the four-analyst average estimate of $842.94 million. The reported number represents a year-over-year change of +3.8%.
Revenue- Benefits and Protection Segment- Specialty Benefits- Net Investment Income: $52.40 million compared to the $51.46 million average estimate based on four analysts. The reported number represents a change of +11.5% year over year.
Revenue- Benefits and Protection Segment- Specialty Benefits- Total: $883.90 million versus the four-analyst average estimate of $903.31 million. The reported number represents a year-over-year change of +4.2%.
Revenue- Benefits and Protection Segment- Life Insurance- Fees and other revenues: $110.70 million versus the four-analyst average estimate of $105.24 million. The reported number represents a year-over-year change of +5.3%.
Shares of Principal Financial have returned -13.5% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Principal Financial (PFG) Reports Q1 Earnings: What Key Metrics Have to Say
For the quarter ended March 2025, Principal Financial (PFG - Free Report) reported revenue of $4.01 billion, up 5.5% over the same period last year. EPS came in at $1.81, compared to $1.65 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.97 billion, representing a surprise of +0.98%. The company delivered an EPS surprise of -2.16%, with the consensus EPS estimate being $1.85.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Principal Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets under management (AUM) - Investment Management: $555.8 billion versus $550.36 billion estimated by four analysts on average.
- Assets under management (AUM) - International Pension: $133.5 billion compared to the $123.45 billion average estimate based on four analysts.
- Assets under management (AUM): $717.9 billion versus $687.46 billion estimated by three analysts on average.
- Revenue- Premiums and other considerations: $1.75 billion compared to the $1.78 billion average estimate based on six analysts. The reported number represents a change of +4% year over year.
- Revenue- Fees and other revenues: $1.08 billion versus the six-analyst average estimate of $1.13 billion. The reported number represents a year-over-year change of +2.4%.
- Revenue- Net investment income: $1.17 billion versus the six-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +8.7%.
- Revenue- Principal Asset Management Segment- Net investment income: $166.70 million versus $168.27 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Fees and other revenues: $8.30 million compared to the $8.92 million average estimate based on four analysts. The reported number represents a change of -1.2% year over year.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Premiums and other considerations: $823.20 million versus the four-analyst average estimate of $842.94 million. The reported number represents a year-over-year change of +3.8%.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Net Investment Income: $52.40 million compared to the $51.46 million average estimate based on four analysts. The reported number represents a change of +11.5% year over year.
- Revenue- Benefits and Protection Segment- Specialty Benefits- Total: $883.90 million versus the four-analyst average estimate of $903.31 million. The reported number represents a year-over-year change of +4.2%.
- Revenue- Benefits and Protection Segment- Life Insurance- Fees and other revenues: $110.70 million versus the four-analyst average estimate of $105.24 million. The reported number represents a year-over-year change of +5.3%.
View all Key Company Metrics for Principal Financial here>>>Shares of Principal Financial have returned -13.5% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.