Principal Financial Group Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.3%projected annual EPS growth
Analyst Coverage
12analysts covering
FY Revenue (est.)
$16.3Bnext fiscal year
FY EPS (est.)
$9.56next fiscal year
Monitoring Framework
Key Performance Indicators
Non-GAAP Operating ROE Quarterly16.1Target: 15%-17%
Non-GAAP Operating EPS Growth Annually1,300.0%Target: 9%-12%
Free Capital Flow Conversion AnnuallyTarget: 75%-85%
Watch Items
- Variable Investment Income (VII) VolatilityTrigger: Significant sequential drop in VII impacting pre-tax operating marginsAction: Re-evaluate short-term earnings forecasts and adjust expense management targets.
- Retirement and Income Solutions (RIS) Net OutflowsTrigger: Persistent net outflows in fee-based retirement businesses over consecutive quartersAction: Assess competitive positioning, pricing strategies, and multi-product advisor penetration.
Research as of 2 Sep 2026