November 03, 2025 a 09:01 am
PFG: Analysts Ratings - Principal Financial Group, Inc.
The analysis of Principal Financial Group, Inc. (PFG) based on recent analyst ratings reveals mixed sentiment. The company's diversified portfolio in retirement, asset management, and insurance keeps it resilient. However, the significant number of 'Hold' ratings indicates a cautious market outlook, suggesting stability but not significant near-term upside.
Historical Stock Grades
| Recommendation Type | Number of Analysts | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 1 | |
| Hold | 7 | |
| Sell | 1 | |
| Strong Sell | 1 |
Sentiment Development
Over the past months, the number of analyst recommendations for Principal Financial Group has shown a steady trend. While 'Hold' ratings have consistently been the majority, there is a slight fluctuation in 'Sell' and 'Strong Sell' categories. Key observations include:
- The steady importance of 'Hold' ratings suggests market caution.
- 'Buy' and 'Strong Buy' ratings remain minimal, implying limited optimistic sentiment.
- A slight decrease in 'Sell' ratings over time demonstrates some marginal improvement in perception.
Percentage Trends
Analysis of percentage trends shows a persistent cautious stance among analysts regarding PFG. Details reveal:
- 'Strong Buy' ratings have remained constant at approximately 16% in recent months.
- 'Hold' ratings have increased from 44% to around 58%, indicating a growing neutral sentiment.
- A minimal shift in 'Strong Sell' ratings underlines a stable, though cautious market perspective.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-30 | Market Perform | Market Perform | Keefe, Bruyette & Woods |
| 2025-10-29 | Underweight | Underweight | Wells Fargo |
| 2025-10-23 | Equal Weight | Underweight | Morgan Stanley |
| 2025-10-09 | In Line | In Line | Evercore ISI Group |
| 2025-10-09 | Market Perform | Market Perform | Keefe, Bruyette & Woods |
Analyst Recommendations with Change of Opinion
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-23 | Equal Weight | Underweight | Morgan Stanley |
| 2025-01-07 | Overweight | Neutral | JP Morgan |
| 2024-12-18 | Overweight | Neutral | Piper Sandler |
| 2024-12-11 | Underweight | Equal Weight | Wells Fargo |
| 2024-12-05 | Underweight | Equal Weight | Morgan Stanley |
Interpretation
The consistent 'Hold' ratings suggest market stability but underscore a lack of enthusiasm for robust growth, as evidenced by the limited 'Buy' and 'Strong Buy' sentiments. Changes in recommendations with slight upgradations and downgrades indicate persistent analyst caution. This variance reflects an environment of uncertainty amidst steady performance expectations. While there are no substantial confidence swings, the market appears to lean towards a conservative viewpoint.
Conclusion
Principal Financial Group, Inc. demonstrates resilience amidst varied analyst sentiments. While the growing number of 'Hold' recommendations underscore cautious optimism, potential investors should note the persistent stability and consider long-term benefits. The company's diversified operations across financial services offer potential advantages, yet near-term growth catalysts seem limited. Monitoring future analyst sentiment shifts could provide further insights into evolving market perspectives and investment opportunities.