Principal Financial Group, Inc. PFG

Zacks Investment Research 5 nov

Voya Financial is expanding its Multiple Employer Solutions (MES) business by introducing new pooled employer plan (PEP) capabilities and enhanced recordkeeping services. MES assets have nearly doubled to $200 billion, while PEP assets surged over 70% year-over-year as of September 2026. The expansion aims to provide employers greater flexibility, though profitability depends on sustained adoption and asset growth.

Zacks Investment Research 5 nov

MGIC Investment Corporation (MTG) reported Q3 2026 earnings of 85 cents per share, beating estimates by 6.2% despite a 1.8% revenue decline. Insurance in force rose 2.2% to $307.3 billion, but the company faced headwinds from elevated losses and higher delinquencies. The company carries a Zacks Rank #4 (Sell). Peer insurers showed mixed results: Everest Group missed earnings estimates, Principal Financial missed on earnings, and Prudential Financial beat earnings expectations.

Zacks Investment Research 5 nov

Radian Group reported Q3 2026 adjusted operating income of $1.44 per share, beating consensus by 13.4%, with revenues surging 105.9% to $624.1M driven by the Inigo acquisition. Specialty Insurance showed strong performance with an improved 80.4% combined ratio, while the Mortgage segment faced headwinds from elevated defaults and declining new insurance written. The company maintained capital deployment through share repurchases and dividends while advancing its business simplification strategy.

Zacks Investment Research 4 nov

Assurant (AIZ) reported third-quarter 2026 adjusted earnings of $6.15 per share, significantly beating consensus estimates of $4.57. Revenue grew 9.2% to $3.55 billion, driven by strong performance in Global Lifestyle and Global Housing segments. The company raised its 2026 adjusted EBITDA guidance to approximately 10% growth and expects low-double-digit adjusted earnings per share growth. Other multi-line insurers showed mixed results, with Everest Group missing estimates while Prudential Financial beat expectations.

Zacks Investment Research 27 oct

Principal Financial Group (PFG) reported Q3 2026 operating earnings of $2.22 per share, missing consensus estimates by 9.8%, though revenues grew 9.7% to $4.3 billion. Results were pressured by lower variable investment income, rising expenses, and unfavorable encaje returns, partially offset by strong retirement business growth and improved life insurance results. The company recorded $10.7 billion in AUM net outflows but returned $429 million to shareholders and raised its dividend by 8% year-over-year.