Principal Financial Group Inc

Several companies made notable after-hours moves following their latest earnings reports. Cadence Design Systems rose more than 4% after posting second-quarter adjusted earnings of $2.11 per share, beating the LSEG consensus of $2.05, while revenue of $1.58 billion met expectations. Rambus edged higher after reporting adjusted earnings of 77 cents per share on revenue of $207 million, exceeding analyst estimates of 72 cents and $198 million. Welltower jumped 4% after the senior housing real estate investment trust raised its full-year normalized funds from operations guidance to a range of $6.36 to $6.44 per share, above the FactSet consensus of $6.30. Universal Health Services dropped more than 4% after lowering its full-year adjusted earnings guidance to between $22.28 and $23.65 per share, down from a prior range of $22.64 to $24.52. Happen, the bank formerly known as LendingClub, advanced 4% after issuing full-year earnings guidance of $1.80 to $1.90 per share, surpassing the FactSet consensus of $1.74, and projecting loan originations of $12.2 billion to $12.6 billion. F5 gained nearly 2% after third-quarter adjusted earnings of $4.73 per share on revenue of $865 million topped the LSEG consensus of $4 per share and $388 million. Cincinnati Financial lost almost 4% after operating earnings of $1.43 per share missed the FactSet consensus of $1.84, and net premiums of $2.64 billion came in slightly below the expected $2.66 billion. Nucor dipped 1% despite beating second-quarter earnings and revenue expectations, with the stock already up more than 50% year to date. Principal Financial Group fell 3% even though operating earnings of $2.42 per share exceeded the FactSet consensus of $2.34, as the stock had already risen more than 25% this year.

Twelve companies are scheduled to report quarterly earnings after the market closes on July 27, 2026. Welltower Inc. is expected to post earnings per share of $1.55, a 21.09% increase from the prior year, while Cadence Design Systems has a consensus forecast of $1.62, up 32.79%. Nucor Corporation is projected to report $4.57 per share, a 75.77% jump, and Celestica Inc. is seen earning $2.12, a 68.25% rise. Other notable reports include Cincinnati Financial with a forecast of $1.82, down 7.61%, and Amkor Technology at $0.47, more than doubling from last year. The full list also features Principal Financial Group, Brown & Brown, F5 Inc., Sun Communities, UDR Inc., and TFI International.

Wall Street analysts expect Principal Financial to report second-quarter earnings of $2.32 per share, a 7.4% increase from a year ago, on revenues of $4.11 billion, up 11.4%. The consensus EPS estimate has been revised upward by 1% over the past 30 days. Among key metrics, analysts project fees and other revenues of $1.11 billion, net investment income of $1.30 billion, and premiums and other considerations of $1.65 billion. Within the Principal Asset Management segment, fees and other revenues are seen at $554.61 million and net investment income at $168.47 million. For the Benefits and Protection segment's Specialty Benefits unit, premiums and other considerations are forecast at $867.95 million, contributing to a total segment revenue estimate of $932.64 million. Assets under management in International Pension are expected to reach $161.70 billion, while Investment Management AUM is projected at $595.94 billion. Shares of Principal Financial have declined 2.5% over the past month, and the stock carries a Zacks Rank #3, or Hold.

Voya Financial edged higher by 2.3% after a report of informal takeover interest. The outreach is said to be informal, and there are no ongoing talks, according to a Semafor report that cited people familiar with the matter. Neither management nor the company's board is looking to do a deal. Principal Financial was one of the parties that expressed interest earlier this year, but nothing came of the approach. Principal did not return Semafor's request for comment, and Voya declined to comment.