Principal Financial (PFG) Reports Q1 Earnings: What Key Metrics Have to Say

Core Insights - Principal Financial (PFG) reported a revenue of $4.01 billion for the quarter ended March 2025, reflecting a year-over-year increase of 5.5$1.81, up from $1.65 in the same quarter last year, although it fell short of the consensus estimate of$1.85 by 2.16% [1] Financial Performance Metrics - Assets under management (AUM) for Investment Management reached $555.8 billion, exceeding the average estimate of$550.36 billion [4] - AUM for International Pension was reported at $133.5 billion, surpassing the average estimate of$123.45 billion [4] - Total AUM stood at $717.9 billion, above the average estimate of$687.46 billion [4] - Revenue from Premiums and other considerations was $1.75 billion, slightly below the average estimate of$1.78 billion, marking a year-over-year increase of 4% [4] - Revenue from Fees and other revenues was $1.08 billion, compared to the average estimate of$1.13 billion, with a year-over-year change of 2.4% [4] - Net investment income revenue was $1.17 billion, slightly above the average estimate of$1.16 billion, reflecting an 8.7% year-over-year increase [4] - In the Principal Asset Management Segment, net investment income was $166.70 million, below the estimate of$168.27 million, but up 10.8% year-over-year [4] - Specialty Benefits in the Benefits and Protection Segment reported total revenue of $883.90 million, below the average estimate of$903.31 million, with a year-over-year change of 4.2% [4] - Life Insurance fees and other revenues were $110.70 million, exceeding the average estimate of$105.24 million, representing a year-over-year increase of 5.3% [4] Stock Performance - Over the past month, shares of Principal Financial have returned -13.5%, compared to a -5.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]