财务业绩 - 第二季度净收益为3.531亿美元，每股摊薄收益为1.49美元[3] - 剔除已退出业务的非公认会计准则净收益为3.562亿美元，每股摊薄收益为1.50美元[4] - 非公认会计准则营业收益为3.861亿美元，每股摊薄收益为1.63美元[6] - 公司2Q24净收入为3.53亿美元，同比下降9.1%[46] - 剔除已退出业务影响后的非GAAP净收入为3.56亿美元，同比增长9.7%[46] - 2Q24非GAAP营业利润为3.86亿美元，同比增长2.7%[46] - 公司2Q24税前营业利润为4.86亿美元，同比增长8.5%[46] - 公司2Q24每股非GAAP营业利润为1.63美元，同比增长6.5%[49] 股东回报 - 向股东返还4.15亿美元资本，包括2.5亿美元的股票回购和1.65亿美元的普通股股息[7] - 将第三季度普通股股息提高至每股0.72美元，较第二季度增加1美分[8] 资产管理 - 管理资产规模达6,992亿美元，管理和托管资产总额达1.6万亿美元[9] - 退休和收入解决方案业务净收益增长10%，经营利润率为38.2%[19,20,21] - 退休和收入解决方案业务2Q24营业利润为2.68亿美元，同比增长15.3%[48] - 资产管理业务2Q24营业利润为1.89亿美元，同比增长0.6%[48] - 公司总资产规模为3,088亿美元，较2023年末增长1.2%[51] - 剔除累计公允价值变动和其他综合收益的普通股股东权益为123.85亿美元，较2023年末下降2.8%[52][54] - 剔除上述影响的每股普通股净资产为53.32美元，较2023年末下降1.0%[54] 保险业务 - 专业利益业务保费和费用收入增长8%，损失率为61.5%[31,32,33] - 人寿保险业务保费和费用收入增长15%[16]

文章核心观点 - 主要分析了Principal Financial Group公司的二季度财报预期 [1][2][3] - 预计公司收入、投资收益和资产管理规模将有所增长 [3][4][5][6] - 但由于费用上升,预计利润增幅有限 [7][8] - 分析师预测公司二季度每股收益将同比增长22.2% [9] 公司业务分析 - 退休和收入解决方案业务收入预计增长,主要由于单期团体年金销售增加 [4] - 福利和保护业务收入预计增长,主要由于专业福利业务增长 [4] - 投资收益预计增长,主要由于衍生工具公允价值变动收益增加,以及固定收益资产收益率和规模上升 [6] - 但巴西业务的通胀投资收益下降和外汇不利影响将抵消部分增长 [6] - 资产管理规模预计受益于销售增长和市场表现良好 [6] 费用分析 - 赔付、赔款和结算费用、保单持有人红利以及营业费用预计增加 [7] - 但由于非合格补充退休金计划和薪酬成本上升,营业费用预计有所下降 [8]

文章核心观点 - 预计Principal Financial(PFG)在2024年6月季度报告中将实现营收和利润同比增长 [1][2] - 实际业绩是否超出预期将影响公司股价走势 [2][3] - 管理层在财报电话会议上对业务状况的讨论将决定股价的持续变化和未来盈利预期 [3] 根据相关目录分别进行总结 盈利预测 - 预计Principal Financial将在下次财报中实现每股收益1.87美元,同比增长22.2% [4] - 预计收入将达到37.8亿美元,同比增长7.9% [4] - 分析师对该季度每股收益预测在过去30天内下调了1.74% [5][6] 业绩预测 - Principal Financial的最新预测低于共识预测,导致其收益意外预测(Earnings ESP)为-0.47% [12] - 公司目前的股票评级为3级(Hold),这种组合使得很难确定其是否能够超越共识每股收益预测 [13] - 过去4个季度,公司有2次超越共识每股收益预测 [15] 行业比较 - 同行Ameriprise Financial Services(AMP)预计本季度每股收益为8.51美元,同比增长14.4% [19] - Ameriprise的收益意外预测(Earnings ESP)为0.77%,加上3级(Hold)评级,表明其很可能超越共识每股收益预测 [20][21]

Principal Financial Group, Inc. (PFG) has been favored by investors on the back of its strategic buyouts, strong retention, higher single premium annuity sales and effective capital deployment. The consensus estimate for 2025 earnings per share and revenues indicates an increase of 13.3% and 5.9%, respectively, from the corresponding 2024 estimates. Zacks Rank & Price Performance Business Tailwinds The Specialty Benefits Insurance business should continue to gain from record sales, strong retention and empl ...

Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases. Principal ...

文章核心观点 - 主要关注于通过股息获得稳定现金流的收益型投资者 [1][2] - 公司Principal Financial是一家金融投资管理公司,目前股息收益率为3.58%,高于行业平均水平2.65%和标普500指数1.58% [3] - Principal Financial过去5年股息增长率平均为5.15%,高于行业平均水平 [4] - Principal Financial当前的派息率为41%,未来股息增长将取决于盈利增长和派息率 [5][6] 公司概况 - Principal Financial是一家总部位于得梅因的金融股,今年股价上涨0.9% [3] - 公司当前每股派息0.69美元,股息收益率为3.58% [3] - 公司过去5年平均每年增加股息5.15% [4] - 公司2024年每股预计盈利7.50美元,同比增长14.50% [6] 行业概况 - 金融-投资管理行业的平均股息收益率为2.65% [3] - 高股息股票在利率上升时期表现较弱 [8]

Principal Financial Group, Inc. (PFG) has been gaining momentum on the back of its strategic buyouts, strong retention, higher single premium annuity sales and effective capital deployment. Optimistic Growth Projections The Zacks Consensus Estimate for Principal Financial's 2024 earnings per share indicates a year-over-year increase of 14.5%. The consensus estimate for revenues is pegged at $15.52 billion, implying a year-over-year improvement of 5.8%. The consensus estimate for 2025 earnings per share and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 1-16725 (Commission file number) PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 42-1520346 (State or other jurisdiction of incorporat ...

| --- | --- | |-----------------------------------------------|-------| | | | | O Principal® | | | First Quarter 2024 Earnings Call Presentation | | | PRINCIPAL FINANCIAL GROUP April 25, 2024 | | Key takeaways • 1Q24 non-GAAP EPS¹ excluding significant variances² of $1.75 increased 9% from 1Q23; non-GAAP operating earnings¹ excluding significant variances2 increased 6% · Well-positioned to deliver on 9-12% long-term enterprise non-GAAP EPS¹ growth in 2024 Strong top-line growth of 5% across the enterprise . ...

Principal Financial Group, Inc. (NASDAQ:PFG) Q1 2024 Results Earnings Conference Call April 26, 2024 10:00 AM ET Humphrey Lee - Vice President of Investor Relations Daniel Houston - Chairman, President and Chief Executive Officer Deanna Strable - Executive Vice President and Chief Financial Officer Kamal Bhatia - President and Chief Executive Officer, Principal Asset Management Christopher Littlefield - President, Retirement and Income Solutions Amy Friedrich - President, Benefits and Protection Ryan Kruege ...