Barclays Adjusts Principal Financial Group PT to $84 From $85, Maintains Underweight Rating
Barclays has adjusted its price target for Principal Financial Group (NASDAQ: PFG) to $84, down from the previous $85. The firm has concurrently maintained its "Underweight" rating on the stock. This modification reflects Barclays' updated valuation perspective on Principal Financial Group.
Sysco makes $29 billion deal to acquire Restaurant Depot
Sysco Corp. has agreed to acquire Jetro Restaurant Depot for $29.1 billion, a move set to expand Sysco's reach by serving more local customers. The deal, funded by cash, new debt, and hybrid debt, will also result in Restaurant Depot owning approximately 16% of Sysco's outstanding stock. The transaction requires board and regulatory approval, with Sysco aiming to close by the third quarter of fiscal year 2027, despite potential antitrust questions given a previous blocked acquisition attempt by Sysco in 2015.
Great Southern Bancorp Experiences Revision in Its Stock Evaluation Amid Strong Financial Metrics
Great Southern Bancorp, Inc. has recently adjusted its valuation, showcasing a favorable price-to-earnings ratio of 9 and a price-to-book value of 1.06. The bank demonstrates a striking dividend yield of 295.11% and solid returns on capital and equity. These metrics highlight its competitive position in the regional banking sector compared to peers like Premier Financial Corp. and Eagle Bancorp, Inc.
Principal Financial (NYSE: PFG) touts 18% TSR, $1.5B returns in proxy
Principal Financial Group (NYSE: PFG) highlights strong 2025 financial performance in its proxy statement, including an 18% total shareholder return that outperformed the S&P 500 and over $1.5 billion returned to shareholders through repurchases and dividends. The company reported $781 billion in assets under management and $1.8 trillion in assets under administration, with margins expanding to 31%. Shareholders are asked to vote on director elections, executive pay, auditor ratification, and a new stock incentive plan at the upcoming virtual annual meeting on May 19, 2026.
Principal Financial Group Inc. stock outperforms competitors on strong trading day
Principal Financial Group Inc. (PFG) saw its stock rise by 1.12% to $91.11 on Monday, outperforming the broader market. This gain occurred during a strong trading session where the S&P 500 Index and Dow Jones Industrial Average also climbed. This marks the second consecutive day of gains for PFG.
Y.D. More Investments Ltd Acquires New Position in AMETEK, Inc. $AME
Y.D. More Investments Ltd has acquired a new stake of 8,049 shares in AMETEK, Inc. worth approximately $1.65 million during the fourth quarter. Other institutional investors also increased their holdings, bringing total institutional ownership to 87.43%. AMETEK reported strong Q4 results, beating revenue and EPS expectations, and increased its quarterly dividend to $0.34 per share.
Rathbones Group PLC Increases Stake in Cadence Design Systems, Inc. $CDNS
Rathbones Group PLC has increased its stake in Cadence Design Systems (NASDAQ:CDNS) by 10.1% during the fourth quarter, now owning 616,533 shares valued at approximately $192.7 million. This move is part of a broader trend of institutional investors boosting their holdings in the software maker. Cadence Design Systems recently reported strong quarterly results, beating EPS and revenue expectations, and analysts maintain a "Moderate Buy" rating with an implied upside despite some price target reductions.
JPMorgan Chase & Co. Raises Position in Tootsie Roll Industries, Inc. $TR
JPMorgan Chase & Co. significantly increased its stake in Tootsie Roll Industries, Inc. (NYSE:TR) by 130.4% in the third quarter, now owning 60,864 shares valued at $2.55 million. Several other institutional investors also adjusted their positions in the company. Tootsie Roll Industries currently holds a consensus "Hold" rating from Wall Street analysts, has a market cap of $3.28 billion, and recently announced a quarterly dividend.
Principal Spectrum Tax-Advantaged Dividend Active ETF declares monthly distribution of $0.0929
The Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI) has announced a monthly distribution of $0.0929 per share. This distribution will be paid on April 10, 2026, to shareholders of record as of April 8, 2026.
Pullen Investment Management LLC Sells 5,904 Shares of Preformed Line Products Company $PLPC
Pullen Investment Management LLC decreased its stake in Preformed Line Products Company (NASDAQ:PLPC) by 46.5% in the fourth quarter of 2025, selling 5,904 shares and retaining 6,799 shares valued at $1.405 million. Despite mixed analyst views, MarketBeat shows a "Strong Buy" consensus with an average target price of $275, below the stock's recent open of $302.78. The company reported better-than-expected EPS but missed revenue estimates, and declared a quarterly dividend of $0.21 per share.
MEX:PFG PB Ratio: 1.84 — 26% Above Median
Principal Financial Group (MEX:PFG) currently has a Price-to-Book (PB) Ratio of 1.84 as of April 5, 2026, which is 26% above its 10-year median of 1.46. This places the company worse than 82.69% of 1,623 Asset Management companies in this metric. GuruFocus rates MEX:PFG with a GF Score of 67/100 and identifies 5 warning signs for investors to review.
Analysts Offer Insights on Financial Companies: Reinsurance Group (RGA), Principal Financial (PFG) and Provident Financial Services (PFS)
Three financial companies, Reinsurance Group (RGA), Principal Financial (PFG), and Provident Financial Services (PFS), have received bullish sentiments from analysts. Piper Sandler analysts maintained Buy ratings for all three, setting price targets of $263.00 for RGA, $103.00 for PFG, and $25.00 for PFS. The analyst consensus is a Moderate Buy for RGA and PFS, and a Hold for PFG, with potential upsides ranging from 4.6% to 20.2%.
Piper Sandler Reaffirms Their Buy Rating on Globe Life (GL)
Piper Sandler analyst John Barnidge has reiterated a Buy rating on Globe Life (GL) with a price target of $167.00. The analyst has a 6.5% average return and 55.97% success rate on recommended stocks. Globe Life reported strong financial results for the last quarter, with revenue of $1.52 billion and net profit of $266 million, though corporate insider sentiment appears negative due to recent share sales.
Sabra Healthcare REIT, Inc. (NASDAQ:SBRA) Given Average Recommendation of "Moderate Buy" by Brokerages
Ten brokerages have given Sabra Healthcare REIT (NASDAQ:SBRA) an average "Moderate Buy" recommendation, with an average 12-month target price of $22.00, and some firms have recently raised their price targets. Despite missing Q4 EPS estimates and having a high dividend payout ratio of 187.5%, the company saw 16.2% revenue growth and is heavily owned by institutional investors. Sabra Healthcare REIT, which acquires and operates net-lease healthcare properties, is trading around $19.86 with a market cap of $5.01 billion.
Nisa Investment Advisors LLC Has $5.18 Million Holdings in Graco Inc. $GGG
Nisa Investment Advisors LLC significantly reduced its stake in Graco Inc. by 22.2% in the fourth quarter, selling 18,064 shares and holding 63,138 shares valued at approximately $5.18 million. Despite insider sales, other large institutional investors increased their holdings, and analysts maintain a "Moderate Buy" rating with an average target price of $96.50 for Graco. The company recently reported Q4 EPS in line with expectations, an 8.1% revenue increase, approved a 15,000,000-share buyback, and declared a quarterly dividend.
Analysts Offer Insights on Financial Companies: Reinsurance Group (RGA), Principal Financial (PFG) and Provident Financial Services (PFS)
The article highlights bullish sentiments from three analysts regarding Reinsurance Group (RGA), Principal Financial (PFG), and Provident Financial Services (PFS) within the Financial sector. Piper Sandler analysts maintained Buy ratings for all three companies, providing specific price targets and detailing their average returns and success rates on TipRanks. The consensus ratings for these companies range from Moderate Buy to Hold, with varying upside potentials based on current analyst targets.
A.M. Best Comments on Principal Financial Group Inc.'s Intent to Acquire AFP Cuprum S.A.
A.M. Best has affirmed the financial strength, issuer credit, and debt ratings of Principal Financial Group Inc. (PFG) as unchanged following its announcement to acquire AFP Cuprum S.A. for approximately $1.5 billion. The acquisition, expected to close in Q1 2013, aligns with PFG's international growth strategy and is anticipated to be immediately accretive to operating earnings, despite an expected increase in financial leverage. A.M. Best will continue to monitor the transaction, subject to regulatory approval and execution risk.
Procore Technologies, Inc. (PCOR.MX) stock major holders
This article provides a list of major institutional and mutual fund holders of Procore Technologies, Inc. (PCOR.MX) stock. It details the number of shares held, the reporting date, the percentage of shares outstanding, and the value of these holdings for various firms like ICONIQ Capital, Vanguard Group, and Blackrock Inc. The data indicates that institutions hold a significant portion of Procore's shares.
Principal Financial Group Shares Sold by Tudor Investment Corp
Tudor Investment Corp ET AL significantly reduced its stake in Principal Financial Group (NASDAQ:PFG) by 97.1% in the third quarter of 2026, selling 190,206 shares. This move, which decreased their holdings to $463,000 from over $15 million, could signal a shift in market sentiment or portfolio strategy by the institutional investor according to their SEC filing. Investors will likely monitor future filings for further changes.
PFG SEC Filings - Principal Financial 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Principal Financial (PFG) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms. It offers detailed financial performance data, segment results, and governance changes, enhanced with AI-powered summaries for easy understanding. The most recent filing for Principal Financial (PFG) was a Form 4 insider trading activity on July 1, 2025.
Principal Financial Group® 2023 Sustainability Report: Our Global Approach to ESG Integration
Principal Financial Group's 2023 Sustainability Report details its comprehensive approach to ESG integration, which is applied across all actively managed asset classes. The report highlights the growth of its sustainable investment products, reaching $304.6 billion in AUM, and outlines Principal Real Estate's climate targets, including a 40% reduction in GHG emissions by 2035 and net-zero by 2050 for select portfolios. The company emphasizes its long-standing commitment to responsible investing principles and continuous evolution in thematic and impact investing.
Principal Financial sets April 24 investor call after Q1 results
Principal Financial Group (Nasdaq: PFG) announced that it will release its first quarter 2026 financial results after market close on April 23, 2026. A conference call to discuss these results will be held on April 24, 2026, at 10 a.m. ET, featuring leadership and a Q&A session. Interested parties can access the webcast and related materials on the company's investor relations website.
Principal Financial (NYSE: PFG) CRO awarded 88 RSUs in stock
Kenneth A. McCullum, EVP and Chief Risk Officer of Principal Financial Group (NYSE: PFG), was granted 88 restricted stock units (RSUs) on March 27, 2026. The award was given at no cash cost per share, increasing his direct holdings to 40,996 Common Stock shares. This total includes 29 shares acquired through the company's Employee Stock Purchase Plan.
SG Americas Securities LLC Has $6.41 Million Stake in InvenTrust Properties Corp. $IVT
SG Americas Securities LLC significantly increased its stake in InvenTrust Properties Corp. (NYSE:IVT) by 721.9% in the fourth quarter of 2025, now holding 227,312 shares valued at approximately $6.41 million. This makes up about 0.29% of the company's stock. InvenTrust also recently raised its quarterly dividend to $0.25 per share, resulting in a 3.3% annualized yield.
Live Nation Entertainment, Inc. $LYV Shares Bought by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC increased its stake in Live Nation Entertainment (LYV) by 14.8% in Q4, acquiring 78,171 additional shares to hold a total of 607,164 shares, valued at approximately $88.2 million. Other institutional investors like Vanguard Group Inc. and Principal Financial Group Inc. also modified their holdings. Live Nation's Q4 revenue of $6.31 billion surpassed estimates, but its EPS of ($1.06) missed the consensus.
Principal Financial Group's Quarterly Earnings Preview: What You Need to Know
Principal Financial Group (PFG) is set to release its fiscal Q1 2026 results, with analysts projecting an adjusted EPS of $2.03, a 12.2% increase year-over-year. Despite lagging the S&P 500 in stock performance over the past 52 weeks, it has outperformed the State Street Financial Select Sector SPDR ETF. Analysts maintain a cautious "Hold" rating for PFG stock, with an average price target offering a modest 4% upside.
Principal Financial (NYSE: PFG) director receives 100-share restricted stock grant
Elizabeth H. Mitchell, a director at Principal Financial Group (NYSE: PFG), received a grant of 100 shares of common stock as equity compensation, described as restricted stock units. This transaction, reported on a Form 4, increased her direct holdings to 10,945 shares. The grant was compensation-related, with no cash cost per share, aligning the director's interests with long-term shareholder value.
Director at Principal Financial (NYSE: PFG) receives grant of 264 restricted shares
Principal Financial Group director Diane C. Nordin was granted 264 restricted stock units (RSUs) of common stock on March 27, 2026. This equity award, with a grant price of $0.00 per share, increased her direct holdings to 28,945 shares. The transaction was reported in a Form 4 filing, indicating it was an award rather than an open-market purchase.
Principal Financial (NYSE: PFG) director receives stock and phantom unit awards
Principal Financial Group director Scott Mills received 182 phantom stock units and 307 restricted common stock units, which convert one-for-one into shares. These are routine equity awards, not open-market trades. Following these grants, his direct holdings increased to 33,712 common shares and 19,926 phantom stock units.
Director at Principal Financial (NYSE: PFG) receives 203-share award
Jonathan Auerbach, a director at Principal Financial (NYSE: PFG), received an equity award of 203 shares of Common Stock as restricted stock units on March 27, 2026. This transaction, classified as a grant with a $0.00 per share price, increased his directly held shares to 20,611. The filing indicates a routine, compensation-related addition rather than an open-market purchase or sale, aligning insider interests with shareholders through equity compensation.
Principal Financial (NYSE: PFG) CEO gets new stock unit grants
Principal Financial Group's Chair, President, and CEO, Deanna D. Strable-Soethout, received equity awards on March 27, 2026. She was granted 680 shares of common stock, increasing her direct holdings to 173,255 shares, and an additional 52 shares were awarded to an account held by her spouse, bringing that indirect position to 53,498 shares. These were restricted stock units, not open-market purchases, and were compensation-related grants at a price of $0.00 per share.
Principal Financial (NYSE: PFG) executive receives 660-share equity grant in Form 4 filing
Principal Financial Group executive Christopher J. Littlefield received a 660-share restricted stock unit award at no cost, increasing his direct holdings to 75,880 shares. This equity grant, detailed in a Form 4 filing, is a compensation award rather than a market transaction. Littlefield's holdings also include 2,984 shares from the company’s Employee Stock Purchase Plan and an additional 11 shares held indirectly in a revocable trust.
Principal Financial (NYSE: PFG) executive granted 707 shares in RSU award
Amy Christine Friedrich, President of Benefits & Protection at Principal Financial Group (NYSE: PFG), was granted 707 shares of Common Stock as restricted stock units on March 27, 2026. This compensation-related award increased her direct holdings to 108,239 shares, which includes shares acquired through an Employee Stock Purchase Plan, and she also holds 4,096 indirect shares via a 401(k) plan. This transaction, a grant rather than an open-market purchase, highlights equity-based incentives for executives.
Principal Financial (NYSE: PFG) Asia president granted 667 stock units
Principal Financial Group executive Cheong Wee Yee, President of Asia & Middle East, was granted 667 shares of common stock at a zero transaction price, indicating a compensation-related award. Following this transaction, Cheong beneficially owns a total of 92,188 shares, which includes 1,763 shares acquired through the company's Employee Stock Purchase Plan. This insider transaction was reported via a Form 4 filing, providing transparency on executive stock holdings.
Principal Financial Group Inc. stock rises Tuesday, still underperforms market
Shares of Principal Financial Group Inc. (PFG) rose by 2.13% to $90.11 on Tuesday. This gain occurred during an overall positive trading session, with the S&P 500 Index (SPX) increasing by 2.91% and the Dow Jones Industrial Average (DJIA) rising by 2.49%. Despite its rise, the stock underperformed the broader market, marking its second consecutive day of gains.
Principal Financial Group, Inc. $PFG Shares Bought by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC significantly increased its stake in Principal Financial Group (NASDAQ: PFG) by 47.3% in Q4, acquiring an additional 16,171 shares to bring its total holdings to 50,386 shares valued at $4.63 million. Other major institutions like Bank of America, Invesco, UBS, Amundi, and Norges Bank also boosted their positions in the company, leading to institutional investors owning approximately 75.08% of PFG stock. Analysts currently hold a consensus "Hold" rating for PFG with a target price of $94.22, while the company trades near $88.23, has a market cap of $19.13 billion, and offers a quarterly dividend of $0.80, yielding about 3.6%.
SG Americas Securities LLC Boosts Stake in Markel Group Inc. $MKL
SG Americas Securities LLC significantly increased its stake in Markel Group Inc. by 1,432.9% in Q4, now holding 3,909 shares valued at approximately $8.40 million. This move comes as institutional investors collectively own 77.12% of Markel, while CEO Simon Wilson recently trimmed his personal holding by selling 100 shares. Analysts maintain a consensus "Hold" rating for Markel Group with a target price of $2,100.
SG Americas Securities LLC Sells 6,781 Shares of Mettler-Toledo International, Inc. $MTD
SG Americas Securities LLC reduced its stake in Mettler-Toledo International Inc. (NYSE:MTD) by 53.4%, selling 6,781 shares and holding 5,924 shares valued at $8.26 million. Other hedge funds made significant adjustments to their positions, with some increasing and others purchasing new shares. Analysts currently have a "Moderate Buy" consensus rating for MTD, with an average target price of $1,463.75.
TransUnion (NYSE:TRU) Stock Crosses Below 50 Day Moving Average - Time to Sell?
TransUnion (NYSE:TRU) stock recently fell below its 50-day moving average, trading at $66.45 against the moving average of $74.78. Despite this technical indicator, analysts maintain a "Moderate Buy" consensus with a $94.54 average price target, suggesting significant upside. The company reported strong Q4 2025 earnings, exceeding estimates, with 13% revenue growth and increased its quarterly dividend.
Seacoast Banking (NASDAQ: SBCF) proxy seeks declassification vote; shows strong 2025 results
Seacoast Banking Corporation of Florida (SBCF) is holding its 2026 Annual Meeting where shareholders will vote on key proposals, including the election of five Class III directors and an amendment to declassify the board. The proxy statement highlights the company's strong financial performance in 2025, with significant increases in net income, adjusted net income, and pre-tax pre-provision earnings, alongside organic loan growth and strategic acquisitions. Following feedback from a lower Say-on-Pay vote in 2025, SBCF has enhanced its executive compensation disclosures and governance practices to improve transparency and shareholder alignment.
Principal Financial Group Inc. stock underperforms Monday when compared to competitors despite daily gains
Principal Financial Group Inc. (PFG) stock rose 1.40% on Monday, closing at $88.23. Despite this gain, the stock underperformed compared to the broader market, with the S&P 500 Index declining. The stock is currently 9.86% below its 52-week high of $97.88.
Tudor Investment Corp ET AL Has $1.91 Million Stake in CVB Financial Corporation $CVBF
Tudor Investment Corp ET AL significantly increased its stake in CVB Financial Corporation (NASDAQ:CVBF) by 139.4% in Q3, now holding 101,128 shares valued at $1.91 million. This increase is part of broader institutional interest, with investors owning 74.18% of the company. CVB Financial also announced a quarterly dividend of $0.20, representing a 4.2% yield, and maintains a "Moderate Buy" consensus analyst rating.
SG Americas Securities LLC Boosts Stock Position in Tyler Technologies, Inc. $TYL
SG Americas Securities LLC significantly increased its stake in Tyler Technologies (NYSE:TYL) by 127.9% in the fourth quarter, now holding 33,775 shares valued at $15.33 million. Despite this institutional vote of confidence, Tyler Technologies recently missed earnings estimates and saw insider selling. The company currently has a "Moderate Buy" consensus rating from analysts, with a target price of $467.54.
SPX Technologies, Inc. $SPXC Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly reduced its stake in SPX Technologies (NYSE:SPXC) by 86.2% in Q4, selling 199,625 shares and retaining 32,048 shares. Despite this reduction, institutional ownership in SPX Technologies remains high at 92.82%, with several other funds increasing their positions. Wall Street analysts maintain a largely bullish outlook on SPX Technologies, with a "Moderate Buy" rating and an average price target of $249.67.
Wedge Capital Management L L P NC Acquires 379,552 Shares of Principal Financial Group, Inc. $PFG
Wedge Capital Management L L P NC significantly increased its stake in Principal Financial Group Inc. (NASDAQ:PFG) during the fourth quarter, acquiring an additional 379,552 shares and bringing its total holdings to 411,887 shares valued at $36.33 million. This increase occurred despite company insiders selling off shares, with CEO Deanna D. Strable-Soethout reducing her position by 6.06%. Analysts currently maintain a "Hold" rating on Principal Financial Group, with a consensus price target of $94.22.
SG Americas Securities Boosts Stake in Principal Financial Group
SG Americas Securities LLC significantly increased its stake in Principal Financial Group by nearly 3,000% in the fourth quarter, purchasing an additional 236,494 shares. This brings their total holdings to 244,711 shares, valued at approximately $21.6 million. The move suggests SG Americas Securities sees strong potential in Principal Financial Group's business and stock performance, which could influence market sentiment and stock price.
SG Americas Securities LLC Acquires 236,494 Shares of Principal Financial Group, Inc. $PFG
SG Americas Securities LLC significantly increased its stake in Principal Financial Group Inc. by 2,878.1% in Q4, acquiring an additional 236,494 shares. This brings their total holding to 244,711 shares, valued at approximately $21.59 million, representing about 0.11% of the company. The article also details Principal Financial Group's recent financial performance, dividend announcement, insider trading activity, and current analyst ratings.
Fort Washington Investment Advisors Inc. OH Has $25.91 Million Position in Onto Innovation Inc. $ONTO
Fort Washington Investment Advisors Inc. OH reduced its stake in Onto Innovation Inc. (NYSE: ONTO) by 15.9% in the fourth quarter, now holding 164,115 shares valued at $25.91 million. Despite this, several analysts have reiterated or upgraded their ratings, resulting in a consensus "Moderate Buy" rating with an average price target of $252.50. Onto Innovation reported mixed Q4 earnings, missing EPS estimates but exceeding revenue expectations, and provided Q1 2026 guidance.
Principal Financial Group 2023 Sustainability Report: Protecting the Environment
Principal Financial Group's 2023 Sustainability Report details their commitment to environmental stewardship, focusing on managing and reducing greenhouse gas (GHG) emissions. The company aims for a 65% reduction in global scope 1 and 2 GHG emissions by 2034 and net-zero by 2050, aligning with science-based targets. They have already achieved a 46% reduction in scope 1 and 2 market-based emissions since 2019, exceeding their annual reduction target due to operational changes and favorable weather.
Principal Financial Group Inc. stock underperforms Friday when compared to competitors
Shares of Principal Financial Group Inc. (PFG) fell 2.17% to $87.01 on Friday, underperforming the broader market downturn. The S&P 500 Index and Dow Jones Industrial Average also experienced significant declines. This decline ended a four-day winning streak for the company's stock.
