Insider Sell Alert: Wee Cheong Sells Shares of Principal Financi
Wee Cheong, President - Asia & Middle East of Principal Financial Group Inc (PFG), sold 10,745 shares of the company on May 21, 2026, reducing his total holdings to 66,443 shares. This transaction is part of a trend of 8 insider sells versus 1 insider buy for PFG over the past year. With the stock trading at $103.13 and a GF Value of $89.61, the company appears modestly overvalued based on GuruFocus metrics, and its P/E ratio of 14.97 is higher than both the industry median and its historical median.
Principal financial president sells $1.1M in PFG stock
Cheong Wee Yee, President - Asia & Middle East at Principal Financial Group Inc, recently sold PFG common stock totaling over $1.1 million across two days in May 2026. The sales occurred while the stock was trading near its 52-week high, despite the company's strong first-quarter earnings and a 17-year history of dividend increases. Analysts have shown mixed reactions, with Evercore ISI raising its price target and Raymond James downgrading the stock based on valuation.
Principal financial president sells $1.1M in PFG stock
Cheong Wee Yee, President - Asia & Middle East at Principal Financial Group Inc. (NASDAQ:PFG), recently sold company common stock totaling over $1.1 million across two days in May 2026. Despite these insider sales, the company's stock is trading near its 52-week high, and an InvestingPro analysis suggests it remains undervalued. Principal Financial Group has also consistently raised its dividend for 17 consecutive years, indicating strong financial health and investor returns.
Wee Yee Cheong Sells 3,211 Shares of Principal Financial Group (NASDAQ:PFG) Stock
Principal Financial Group insider Wee Yee Cheong sold 3,211 shares of the company's stock on May 20th for approximately $330,926, reducing their stake by 4.16%. The company's stock, PFG, traded up 0.4% to $104.32, near its 52-week high, and recently reported quarterly EPS of $2.07, exceeding analyst expectations, though revenue missed forecasts. Principal Financial Group also increased its quarterly dividend to $0.82, implying a 3.1% annualized yield, while analysts maintain a "Hold" rating with an average price target of $98.10.
Wee Yee Cheong Sells 7,534 Shares of Principal Financial Group (NASDAQ:PFG) Stock
Principal Financial Group insider Wee Yee Cheong sold 7,534 shares of stock on May 21st for over $777,000, reducing their stake by 10.18%. The company's shares are trading near a 52-week high, and it recently surpassed earnings estimates while raising its quarterly dividend. Analysts maintain a "Hold" rating for PFG with an average price target of $98.10.
Principal Financial Group Insider Sold Shares Worth $1,108,133, According to a Recent SEC Filing
An insider at Principal Financial Group (PFG) recently sold shares worth $1,108,133. This transaction was disclosed in a Form 4 filing with the SEC. Investors often monitor insider sales to gain insights into a company's prospects, although such sales can occur for various personal reasons.
Principal Financial Group President - Asia & Middle East Sold Shares Worth Over $1.1M
Cheong Wee Yee, President - Asia & Middle East at Principal Financial Group (PFG), sold a total of 10,745 shares of Common Stock in two separate transactions on May 20 and May 21, 2026. The sales, at weighted average prices of $103.06 and $103.16, amounted to $1,108,133. Following these transactions, Cheong Wee Yee directly holds 66,443 shares in the company.
Principal (PFG) Asia president sells 10,745 shares around $103
Wee Yee Cheong, President – Asia & Middle East at Principal Financial Group (PFG), sold a total of 10,745 shares of company common stock in open-market transactions on May 20 and May 21, 2026. The sales occurred at weighted average prices just above $103 per share, totaling approximately $1.11 million. Following these transactions, Cheong directly holds 66,443 shares of PFG common stock, which includes shares acquired through an Employee Stock Purchase Plan.
ABN Amro Investment Solutions Acquires 90,339 Shares of Copart, Inc. $CPRT
ABN Amro Investment Solutions significantly increased its stake in Copart, Inc. (NASDAQ:CPRT) during the fourth quarter, acquiring an additional 90,339 shares and bringing its total holdings to 199,794 shares valued at $7.82 million. This move comes as Copart reported strong quarterly earnings, surpassing analyst expectations with $0.43 EPS and $1.24 billion in revenue. Despite a recent insider stock sale by CEO Jeffrey Liaw and mixed analyst ratings, institutional ownership of Copart remains high at 85.78%.
Principal Financial Group Inc. stock outperforms competitors on strong trading day
Principal Financial Group Inc. (PFG) saw its stock rise by 1.08% to $103.92, outperforming the broader market during a strong trading session. The S&P 500 Index (SPX) increased by 0.17%, and the Dow Jones Industrial Average (DJIA) gained 0.55%. This marks the second consecutive day of gains for the company's stock.
Director Elizabeth H. Mitchell (PFG) receives 2,175-share restricted stock grant
Elizabeth H. Mitchell, a director at Principal Financial Group (PFG), received a grant of 2,175 shares of common stock as a restricted stock unit award at no cash cost. This transaction, categorized as equity-based compensation, increased her direct ownership to 13,120 common shares. The Form 4 filing details this grant, underscoring it as a neutral event for the company's stock.
[Form 4] PRINCIPAL FINANCIAL GROUP INC Insider Trading Activity
Diane C. Nordin, a director at PRINCIPAL FINANCIAL GROUP INC (PFG), reported an acquisition of 2,175 shares of common stock on May 19, 2026. These shares were granted as a compensation-related award at a price of $0.00 per share. Following this transaction, Nordin directly holds 31,120 shares of Principal Financial Group stock.
[Form 4] PRINCIPAL FINANCIAL GROUP INC Insider Trading Activity
A Form 4 filing reports that Scott Mills, a director at Principal Financial Group Inc. (PFG), received a grant of 2,175 restricted stock units on May 19, 2026, as compensation. These units were valued at $0.00 per share and were not an open-market purchase. Following this transaction, Mills directly holds 35,887 shares of Common Stock in the company.
[Form 4] PRINCIPAL FINANCIAL GROUP INC Insider Trading Activity
Principal Financial Group director Alfredo Rivera reported an acquisition of 2,175 shares of Common Stock in the form of restricted stock units on May 19, 2026. This grant, valued at $0.00 per share, represents compensation rather than an open-market purchase. Rivera now directly holds 16,394 shares of Principal Financial Group common stock following this transaction.
Principal Financial Group (NASDAQ:PFG) Stock Price Expected to Rise, Morgan Stanley Analyst Says
Morgan Stanley raised its price target on Principal Financial Group (PFG) from $95 to $107, maintaining an "equal weight" rating, implying a potential upside of 3.63%. The stock was up 0.4% to $103.25, near its 52-week high, and trades above its moving averages. Despite recent revenue coming in below estimates, the company reported better-than-expected EPS of $2.07.
Principal Financial Group Inc Stock 12‑Month Price Target Raised to $101.5, Implies 1% Downside
Principal Financial Group Inc's average 12-month price target has been increased to $101.5 from $100.5, based on estimates from 12 analysts. This new target, with forecasts ranging from $87 to $113, suggests a 1% potential downside from its May 20 closing price. The consensus rating for PFG remains "Hold" among 14 analysts, including 2 Buys, 11 Holds, and 1 Sell.
Morgan Stanley Adjusts PT on Principal Financial to $107 From $95, Maintains Equalweight Rating
Morgan Stanley has increased its price target for Principal Financial (PFG) from $95 to $107 while maintaining an "Equalweight" rating on the stock. This adjustment reflects an updated outlook for the life and health insurance company. The article also provides Principal Financial Group's company profile, detailing its main activities in retirement fund management, insurance, and asset management.
Principal Financial shareholders back directors, pay and incentives
Principal Financial Group, Inc. (PFG) shareholders approved the election of all Class I director nominees, executive compensation, and the 2026 Stock Incentive Plan at their annual meeting on May 19, 2026. This signals strong investor support for the company's governance and management practices. Spark, TipRanks' AI Analyst, rated PFG as "Outperform" due to healthy fundamentals, a constructive earnings outlook, and supportive valuation, despite some technical indicators appearing stretched.
Morgan Stanley Smith Barney (PFG) files Form 144 listing recent insider sales
Morgan Stanley Smith Barney LLC has filed a Form 144, indicating proposed sales of Principal Financial Group (PFG) common shares by an affiliate. The filing details recent sales of 9,183, 4,737, and 1,080 shares on May 1, 2026, April 30, 2026, and April 29, 2026, respectively, with corresponding proceeds reported. Additionally, the filing notes earlier restricted stock vesting events in 2025 and 2026.
Principal Financial (PFG) investors approve directors, pay and 2026 stock plan
Principal Financial Group, Inc. shareholders approved all key proposals at their annual meeting on May 19, 2026. This included the election of five Class I directors, an advisory vote to approve executive compensation, the ratification of independent public accountants, and the adoption of the 2026 Stock Incentive Plan. All proposals received strong majority support from the investors.
Principal Financial Group (NASDAQ:PFG) Sets New 52-Week High - Still a Buy?
Principal Financial Group (PFG) recently hit a new 52-week high of $103.00, signaling strong momentum. The company beat earnings estimates with $2.07 EPS but revenue fell below forecasts, and it raised its quarterly dividend to $0.82 per share. Analyst ratings are mixed, with a consensus "Hold" and target price of $96.90, while recent insider transactions show some selling activity.
Principal Financial Group Inc. stock outperforms competitors on strong trading day
Shares of Principal Financial Group Inc. (PFG) rose 1.65% to $102.81, outperforming the broader market during a strong trading session. The company's stock closed just shy of its 52-week high of $103.00, which was achieved earlier in the month. The S&P 500 Index and the Dow Jones Industrial Average also saw significant gains on the same day.
Stronger Q1 Earnings and Buybacks Might Change The Case For Investing In Primerica (PRI)
Primerica (PRI) reported stronger Q1 2026 earnings with increased revenue and net income, alongside completing a significant share buyback. While these factors enhance its capital return profile, the core investment narrative remains tied to policy sales and agent productivity. The article also touches upon varied fair value estimates and encourages investors to consider multiple perspectives against a backdrop of potential operating expense and margin pressures.
Raymond James downgrades Principal Financial Group (PFG)
Raymond James has downgraded Principal Financial Group (PFG). This action by the investment firm suggests a less optimistic outlook on the company's financial prospects or stock performance.
Raymond James downgrades Principal Financial Group (PFG)
Raymond James has downgraded Principal Financial Group (PFG). This action will likely influence investor perception and the stock's performance going forward.
Principal Financial stock (US74251V1026): Raymond James lifts target to $111
Raymond James has raised its price target for Principal Financial (US74251V1026) to $111 from $99, maintaining an Outperform rating. Principal Financial, a large-cap financial services firm, focuses on retirement solutions, insurance, and asset management, with the majority of its revenue coming from retirement fund management. This target increase suggests a positive outlook from at least one major brokerage, highlighting the company's diversified business model tied to the US financial economy.
Principal Financial Group Inc. stock underperforms Tuesday when compared to competitors
Shares of Principal Financial Group Inc. (PFG) fell 1.23% on Tuesday, closing at $101.14. This underperformance occurred during a broader market decline, with the S&P 500 Index and Dow Jones Industrial Average also experiencing losses. The stock finished 1.81% below its 52-week high.
Assessing Brighthouse Financial (BHF) Valuation After Recent Steady Share Performance
Brighthouse Financial (BHF) has seen steady share performance, with its stock closing at US$62.54, giving it a market value near US$3.6 billion. The company is considered modestly undervalued, with a fair value estimate of around $65.50, driven by its growth in innovative retirement income products and new distribution channels. However, this valuation depends on BHF overcoming recent losses and managing capital constraints.
Globe Life (NYSE:GL) - Stock Analysis
This Simply Wall St article provides a comprehensive stock analysis of Globe Life (NYSE:GL), highlighting its current valuation, future growth prospects, past performance, financial health, and dividend information. It notes that GL is trading significantly below its fair value estimate, with earnings forecast to grow, but also points out risks such as a high level of debt and recent insider selling. The report includes recent news, analyst updates, insider transactions, and dividend announcements.
PFG: Directors, compensation, auditors, and incentive plan approved amid strong financial performance
Principal Financial Group Inc (PFG) held its 2026 AGM where shareholders approved the election of five directors, executive compensation, auditor ratification, and the 2026 stock incentive plan. The company reported strong 2025 financial results, including 12% EPS growth, $781 billion in assets under management, and over $1.5 billion returned to shareholders. This summary is AI-generated and notes a disclaimer that it may contain inaccuracies.
Principal Financial Group (NASDAQ:PFG) Rating Lowered to "Outperform" at Raymond James Financial
Raymond James Financial downgraded Principal Financial Group (NASDAQ:PFG) from a "strong-buy" to an "outperform" rating, maintaining a $111 price target which implies an 8.4% upside. This comes despite Principal Financial Group beating EPS estimates in its latest quarterly report, though revenue fell below forecasts. The article also notes significant insider selling and details institutional ownership of the stock.
Raymond James downgrades Principal Financial stock rating on valuation
Raymond James downgraded Principal Financial Group (NASDAQ: PFG) to Outperform from Strong Buy despite raising its price target to $111, citing valuation. The firm expects the company to achieve 9-12% core earnings per share growth in 2026, supported by diversification and focus on the small and medium business market, with a strong first-quarter performance of 13% EPS growth. Principal Financial's stock trades at a P/E ratio of 14.66 and a PEG ratio of 0.29, suggesting it is reasonably valued, and offers a 3.2% dividend yield.
Raymond James Adjusts PT on Principal Financial to $111 From $99, Maintains Outperform Rating
Raymond James has increased its price target for Principal Financial (PFG) to $111 from $99, while maintaining an Outperform rating on the stock. Concurrently, Unity Software (U.US) reported stronger-than-expected fourth-quarter revenue of $609 million, though it posted a loss of 66 cents per share.
Raymond James Adjusts PT on Principal Financial to $111 From $99, Maintains Outperform Rating
Raymond James has increased its price target for Principal Financial Group (PT) from $99 to $111, while reaffirming an "Outperform" rating on the stock. This adjustment comes after other analysts, including JPMorgan, BMO Capital, Wells Fargo, Keefe, Bruyette & Woods, and Jefferies, recently updated their price targets for the financial services company. Principal Financial Group, a leading American financial services group, specializes in retirement fund management, life insurance, and asset management.
Raymond James downgrades Principal Financial stock rating on valuation By Investing.com
Raymond James has downgraded Principal Financial Group (NASDAQ: PFG) from Strong Buy to Outperform but increased its price target to $111 from $99, based on a sum-of-the-parts analysis and expectations of 9-12% core EPS growth in 2026. The firm met with Principal Financial management and noted the company's strong first-quarter 2026 performance, diversified risks, and focus on the small and medium business market. Despite the downgrade, the stock is considered reasonably valued with an attractive PEG ratio and offers a 3.2% dividend yield.
Omnicom Group Inc. $OMC Stock Holdings Increased by Gamco Investors INC. ET AL
Gamco Investors INC. ET AL significantly increased its stake in Omnicom Group Inc. by 6,819.3% in the fourth quarter, owning 214,222 shares valued at approximately $17.3 million. This increase follows Omnicom's better-than-expected quarterly results, with EPS of $1.90 and revenue of $6.24 billion, and includes announcements of an $0.80 quarterly dividend and a new $5 billion stock buyback program. Analysts currently maintain a "Hold" rating for OMC with an average price target of $93.71.
Raymond James Downgrades Principal Financial Group (PFG) to Outperform
Raymond James analyst Wilma Burdis has downgraded Principal Financial Group (NASDAQ: PFG) to "Outperform." The article, published on May 19, 2026, implies that this is a premium content piece requiring a subscription to StreetInsider.com for full access.
What’s top of mind for your business owner clients right now
This article highlights key findings from the 2026 Principal® Business Owner Insights survey, discussing the evolving priorities, workforce pressures, and protection gaps faced by small and midsize business owners. A panel of experts from Principal Financial Group elaborates on these challenges and offers insights for financial planning decisions. The piece aims to provide advisors with actionable ideas to help their business owner clients navigate current complexities.
Principal Financial Group Inc. stock underperforms Monday when compared to competitors despite daily gains
Shares of Principal Financial Group Inc. (PFG) rose 1.86% on Monday, closing at $102.40. Despite this daily gain, the stock underperformed compared to some competitors, as the S&P 500 Index experienced a slight dip. The company's stock closed just under its 52-week high of $103.00, reached earlier in May.
Pacific Heights Asset Management LLC Purchases 150,000 Shares of Vornado Realty Trust $VNO
Pacific Heights Asset Management LLC significantly increased its stake in Vornado Realty Trust (NYSE:VNO) by 75% in the fourth quarter, purchasing an additional 150,000 shares to own a total of 350,000 shares valued at $11.65 million. Other institutional investors like Franklin Resources, State Street Corp, and Principal Financial Group also increased their holdings in VNO. Despite reporting a wider-than-expected quarterly loss of ($0.12) per share, Vornado's revenue of $459.11 million surpassed estimates, and the company authorized a $300 million share buyback program.
Principal Financial Group, Inc. acquired 383,000-square-foot retail center in Raleigh from Finmarc Management Inc for $80.5 million.
Principal Financial Group, Inc. (NasdaqGS:PFG) has acquired a 383,000-square-foot retail center in Raleigh from Finmarc Management Inc. The acquisition was completed on May 18, 2026, for a cash consideration of $80.6 million. This transaction adds to Principal Financial Group's asset portfolio.
Charles Schwab Investment Management Inc. Acquires 20,510 Shares of American States Water Company $AWR
Charles Schwab Investment Management Inc. increased its stake in American States Water Company by 4.6% in the fourth quarter, acquiring an additional 20,510 shares to bring its total holdings to 462,887 shares valued at approximately $33.55 million. American States Water reported a 14.3% year-over-year revenue growth in Q2 but missed analyst EPS estimates by $0.01, reporting $0.76 per share. The company also declared a quarterly dividend of $0.504 per share, resulting in an annualized yield of 2.7%.
Commerzbank Aktiengesellschaft FI Purchases New Position in Principal Financial Group, Inc. $PFG
Commerzbank Aktiengesellschaft FI has initiated a new position in Principal Financial Group (NASDAQ:PFG), acquiring 14,475 shares valued at approximately $1.28 million in the fourth quarter. This move comes as Principal Financial Group reported strong quarterly earnings, beating EPS estimates, and increased its quarterly dividend to $0.82 per share. The article also details recent activities by other institutional investors and provides an overview of analyst ratings and insider transactions for PFG.
CF Industries Holdings, Inc. $CF Shares Sold by Convergence Investment Partners LLC
Convergence Investment Partners LLC reduced its stake in CF Industries Holdings, Inc. by 35.5% in the fourth quarter, selling 8,503 shares and retaining 15,420 shares valued at $1.19 million. Despite this, CF Industries reported strong quarterly earnings of $3.98 EPS and declared a $0.50 quarterly dividend. Analysts currently have a "Hold" consensus rating for CF Industries, with an average price target of $118.47.
Principal Financial Group Names Tim Brown as New General Counsel
Principal Financial Group has announced the appointment of Tim Brown as executive vice president, general counsel, and secretary, effective June 8, 2026. Brown will lead legal, government relations, and compliance, and serve as corporate secretary to the company's Board of Directors. He brings a wealth of experience from previous roles at Venerable Holdings, Inc. and Voya, and is a graduate of Tennessee State University and the University of Michigan Law School.
Did Brighthouse Financial’s (BHF) Steep Q1 Revenue Drop and Wider Loss Just Shift Its Investment Narrative?
Brighthouse Financial (BHF) reported a significant drop in Q1 2026 revenue to US$1,527 million from US$2,390 million year-over-year, alongside a wider net loss of US$766 million. These poor results challenge the company's investment narrative, particularly its ability to translate retirement demand into consistent earnings and stabilize its financial performance. The report raises concerns about capital allocation, especially after no common shares were repurchased in the prior quarter, emphasizing a potential capital flexibility risk for investors.
Qsemble Capital Management LP Acquires Shares of 4,355 Transdigm Group Incorporated $TDG
Qsemble Capital Management LP has acquired a new stake in Transdigm Group Inc. (NYSE:TDG), purchasing 4,355 shares valued at approximately $5.79 million during the fourth quarter. This comes amidst significant insider selling, with COO Joel Reiss and director W. Nicholas Howley selling a combined 38,232 shares worth about $48.25 million. Despite insider sales, the company reported strong quarterly results, beating analyst estimates with $9.85 EPS and $2.54 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $1,524.18.
Phoenix Financial Ltd. Has $2.38 Million Stake in Live Nation Entertainment, Inc. $LYV
Phoenix Financial Ltd. recently reduced its stake in Live Nation Entertainment (NYSE:LYV) by 27.9% in the fourth quarter, now holding 16,666 shares valued at $2.38 million. Despite this, institutional interest remains high, with several other major firms increasing their positions. Live Nation reported a revenue beat but a significant EPS loss in its latest earnings, while analysts maintain a "Moderate Buy" rating with an average price target of $187.75.
Analysts Offer Insights on Financial Companies: Principal Financial (PFG), GCM Grosvenor (GCMG) and Essent Group (ESNT)
This article summarizes analyst ratings for Principal Financial (PFG), GCM Grosvenor (GCMG), and Essent Group (ESNT), with J.P. Morgan analysts maintaining "Hold" ratings for all three. The analysis includes price targets, analyst success rates, and overall market consensus ratings, highlighting a mixed outlook for these financial companies.
Principal Financial stock (US74251V1026): dividend increase and buyback underpin latest earnings
Principal Financial reported higher first-quarter 2025 earnings, leading to an increased quarterly dividend of $0.73 per share and an expanded share repurchase program. The company, which specializes in insurance, retirement products, and asset management, focuses on capital returns and growth in retirement and asset management sectors. These actions underscore management's confidence in its financial health and strategic direction despite market and regulatory risks.
