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PFG
Stock ticker: NASDAQ
AS OF
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Price
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Capitalization
16.97B

PFG Price Prediction, Principal Financial Group AI Recommendations

Stock market charts, price targets, analyst ratings and a financial calendar

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A.I.Advisor
a Summary for PFG with price predictions
08:00 PM EDT Oct 02, 2023

PFG sees MACD Histogram just turned negative

PFG saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on September 22, 2023. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 43 instances where the indicator turned negative. In of the 43 cases the stock moved lower in the days that followed. This puts the odds of a downward move at .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on September 22, 2023. You may want to consider selling the stock, shorting the stock, or exploring put options on PFG as a result. In of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

PFG moved below its 50-day moving average on September 05, 2023 date and that indicates a change from an upward trend to a downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where PFG declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Bullish Trend Analysis

The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.

The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where PFG advanced for three days, in of 325 cases, the price rose further within the following month. The odds of a continued upward trend are .

PFG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In of 287 cases where PFG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

Fear & Greed

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.641) is normal, around the industry mean (3.414). P/E Ratio (10.707) is within average values for comparable stocks, (30.019). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (4.611). Dividend Yield (0.037) settles around the average of (0.072) among similar stocks. P/S Ratio (1.238) is also within normal values, averaging (37.969).

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. PFG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PFG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock worse than average.

A.I. Advisor
published Earnings

PFG is expected to report earnings to rise 11.76% to $1.71 per share on October 26

Principal Financial Group PFG Stock Earnings Reports
Q3'23
Est.
$1.71
Q2'23
Missed
by $0.12
Q1'23
Missed
by $0.05
Q4'22
Beat
by $0.16
Q3'22
Beat
by $0.24
The last earnings report on July 27 showed earnings per share of $1.53, missing the estimate of $1.65. With 254.04K shares outstanding, the current market capitalization sits at 16.97B.
A.I.Advisor
published Dividends

PFG paid dividends on September 29, 2023

Principal Financial Group PFG Stock Dividends
А dividend of $0.65 per share was paid with a record date of September 29, 2023, and an ex-dividend date of September 06, 2023. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of New York Mellon Corp (NYSE:BK), Ares Capital Corp (NASDAQ:ARCC), WisdomTree (NYSE:WT), AMTD IDEA Group (NYSE:AMTD).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.1B. The market cap for tickers in the group ranges from 57 to 108.81B. FDLPF holds the highest valuation in this group at 108.81B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was -0%. For the same Industry, the average monthly price growth was 7%, and the average quarterly price growth was 12%. PIAC experienced the highest price growth at 109%, while KWGHF experienced the biggest fall at -48%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 24%. For the same stocks of the Industry, the average monthly volume growth was 46% and the average quarterly volume growth was 43%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 49
Price Growth Rating: 57
SMR Rating: 69
Profit Risk Rating: 80
Seasonality Score: 25 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

a provider of retirement plans, asset management and insurance services

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
Life Or Health Insurance
Address
711 High Street
Phone
+1 515 247-5111
Employees
19300
Web
https://www.principal.com
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with AMP. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then AMP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-3.08%
AMP - PFG
77%
Closely correlated
-2.70%
BK - PFG
69%
Closely correlated
-1.78%
CRBG - PFG
66%
Closely correlated
-1.86%
SEIC - PFG
65%
Loosely correlated
-3.63%
STT - PFG
64%
Loosely correlated
-2.12%
More