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Sep 30, 2024

Principal Financial Q3 2024 Earnings Report

Principal Financial Group reported a net loss due to the loss from exited business but demonstrated strong business fundamentals and growth.

Key Takeaways

Principal Financial Group reported a net loss of $220 million, or $0.95 per diluted share, driven by the loss from exited business. However, non-GAAP net income was $419 million, or $1.78 per diluted share. The company returned $416 million of capital to shareholders and raised the fourth quarter dividend to $0.73 per share. Assets under management (AUM) reached $741 billion, included in assets under administration (AUA) of $1.7 trillion.

Net loss attributable to Principal Financial Group (PFG) of $220 million, or $0.95 per diluted share, driven by the loss from exited business.

Non-GAAP net income attributable to PFG, excluding exited business, of $419 million, or $1.78 per diluted share.

Returned $416 million of capital to shareholders, including $251 million of share repurchases and $165 million of common stock dividends.

Assets under management (AUM) of $741 billion, which is included in assets under administration (AUA) of $1.7 trillion.

Total Revenue
$3.01B
Previous year: $4.6B
-34.5%
EPS
$1.76
Previous year: $1.72
+2.3%
AUM
$741B
Previous year: $651B
+13.8%
Gross Profit
$3.01B
Previous year: $4.6B
-34.5%
Cash and Equivalents
$6.17B
Previous year: $4.56B
+35.3%
Free Cash Flow
$1.11B
Total Assets
$303B
Previous year: $288B
+5.1%

Principal Financial

Principal Financial

Forward Guidance

The company continues to be confident in its full-year target, focusing on higher growth markets, integrated product portfolio, and strong distribution relationships.

Positive Outlook

  • Strong business fundamentals
  • Continued growth
  • Positive markets
  • Strategic focus on higher growth markets
  • Integrated product portfolio and strong distribution relationships