Principal Financial Group, Inc.
Financial ServicesNASDAQ:PFG · NASDAQ Global Select
+$1.29 today
Vol 0.43M · Avg 1.36M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
10.0%
avg 14.8%
ROIC
0.4%
avg -1.0%
ROA
0.3%
avg 0.6%
Analysis
ROE is currently the strongest return metric at 10.0% versus its period average of 14.8%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Kamal Bhatia | President & Chief Executive Officer of Principal Asset Management | $5.06M | — | 54 | $65,024.00 | 0.03% |
Deanna Dawnette Strable-Soethout | President, Chief Executive Officer & Chair of the Board | $4.27M | — | 57 | $173,255.00 | 0.08% |
Christopher James Littlefield | President of Retirement & Income Solutions | $3.22M | — | 59 | $75,880.00 | 0.04% |
Amy Christine Friedrich | President of Benefits & Protection | $2.25M | — | 55 | $108,239.00 | 0.05% |
Joel Michael Pitz | Executive Vice President & Chief Financial Officer | $1.36M | — | 52 | $43,407.00 | 0.02% |
George Djurasovic | Vice President & Interim General Counsel | — | — | 55 | $21,905.01 | 0.01% |
Humphrey Lee | Vice President & Head of Investor Relations | — | — | — | — | — |
Bethany A. Wood | Executive Vice President & Chief Marketing Officer | — | — | 61 | $40,996.00 | 0.02% |
Lisa Coulson | Chief Human Resources Officer & Senior Vice President | — | — | — | — | — |
Noreen Fierro | Senior Vice President and Enterprise Chief Ethics & Compliance Officer | — | — | 61 | — | — |
Kathleen Kay | Executive Vice President & Chief Information Officer | — | — | 63 | $43,902.00 | 0.02% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
1
$485.45
Sells
12
$5.40M
Net Sentiment
$5.40M
Net selling
Most Active
Cheong Wee Yee
6 transactions
1–10 of 13
Analysis
Insiders reported 1 buys worth $485.45 and 12 sells worth $5.40M over the last 12 months. That adds up to net selling of $5.40M. Cheong Wee Yee was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +16.3% | +8.7% (14yr)2 analysts |
| Revenue | N/A | N/A | +9.1% | +3.9% (14yr)1 analysts |
| Net Income | N/A | N/A | +15.2% | +6.4% (14yr)1 analysts |
| EBIT | N/A | N/A | +14.2% | +5.4% (14yr)1 analysts |
Analysis
Recent growth has been strongest in EPS at +16.3% over three years. Forward estimates point to EPS at +8.7% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages PFG?
Principal Financial Group, Inc. (PFG) lists 11 active executives. The top listed executive is Christopher James Littlefield, President of Retirement & Income Solutions.
Are PFG insiders buying or selling?
Recent insider activity shows net selling of $15.00M.
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