Inside the research
Prudential Financial, Inc.
PRU Research profile · latest available data
Price overview
$119.45
▲ +0.70 (+0.6%)
| 52w hi | $123.70 |
|---|---|
| 52w lo | $89.73 |
| Vol | 1.02M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.31
| Short | +0.24 |
|---|---|
| Medium | +0.33 |
| Long | +0.39 |
computed 2026-09-27
Key fundamentals
Prudential Financial, Inc.
Financial Services · Insurance - Life
| Market cap | $41.21B |
|---|---|
| Enterprise value | $61.77B |
| Trailing P/E | 10.83x |
| Forward P/E | 8.04x |
| EV / EBITDA | 11.87x |
| P / S (ttm) | 0.63x |
| Profit margin | 6.0% |
| Return on equity | 12.0% |
| Revenue growth | +14.1% |
| Earnings growth | +89.2% |
| Debt / equity | 163.89 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.34 | |
| Sector | +0.02 | |
| Technical | +0.18 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Prudential Financial, Inc., together with its subsidiaries, provides financial products and services in the United States, Japan and internationally. It operates through PGIM, Retirement Strategies, Group Insurance, Individual Life, and International Businesses segments. The PGIM segment offers investment management services and solutions related to public fixed income, public equity, real estate debt and equity, private credit and other alternatives, and multi-asset class strategies to institutional and retail clients, as well as its insurance and retirement businesses. The Retirement Strategies segment provides a range of retirement investment, and income products and services to retirement plan sponsors in the public, private, and not-for-profit sectors; group annuities and other products; international reinsurance; investment only products; and FlexGuard suite, Fixed annuities, and variable annuities, as well as develops and distributes individual variable and fixed annuity products. The Group Insurance segment offers various group life, and long-term and short-term group disability, as well as group corporate-, bank-, and trust-owned life insurance; and supplemental health solutions including accident, critical illness, and hospital indemnity. The Individual Life segment develops and distributes variable life, universal life, and term life insurance products. The International Businesses segment develops and distributes life insurance, retirement products, investment products, and certain accident and health products. The company provides its products and services to individual and institutional customers through its proprietary and third-party distribution networks, financial professionals, and trusted partnerships. Prudential Financial, Inc. was founded in 1875 and is headquartered in Newark, New Jersey.
Risk Metrics
| Beta vs SPX | 0.95 |
|---|---|
| Corr SPX | 0.61 |
| Annual vol | 25.2% |
| Annual ret | +2.4% |
| Sharpe | 0.09 |
| Max DD | -29.0% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $99.13 |
|---|---|
| High / Low | $117.00 / $87.00 |
| Median | $99.00 |
| Analysts | 15 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 1 | |
| Hold | 13 | |
| Sell | 3 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-07 | Mizuho | → Neutral |
| 2026-05-06 | Barclays | → Underweight |
| 2026-05-05 | Wells Fargo | → Underweight |
| 2026-05-04 | Morgan Stanley | → Underweight |
| 2026-04-23 | Keefe, Bruyette & Woods | → Market Perform |
| 2026-04-23 | BMO Capital | → Underperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Earnings Release, Reg FD Disclosure… | read |
| 2026-07-24 | Reg FD Disclosure, Exhibits | read |
| 2026-07-15 | Earnings Release, Reg FD Disclosure | read |
| 2026-06-04 | Other Material Event, Exhibits | read |
| 2026-05-12 | Shareholder Vote | read |
| 2026-05-05 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-21 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-14 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-13 | Other Material Event, Exhibits | read |
| 2026-03-10 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-03-06 | Reg FD Disclosure, Exhibits | read |
| 2026-02-11 | Officer / Director Change, Exhibits | read |
Connections
Parents: Prudential Group
Dividends
| Yield (TTM) | 2.30% |
|---|---|
| $ / share (TTM) | $2.75 |
| 5y CAGR | +4.2% |
Annual dividend per share
| 2021 | $4.60 |
|---|---|
| 2022 | $4.80 |
| 2023 | $5.00 |
| 2024 | $5.20 |
| 2025 | $5.40 |
| 2026 | $1.40 |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $60.77B | +4.7% | |
| Net income | $3.58B | -0.2% | |
| Cash from ops | $8.50B | -1.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $119.17 | $119.58 | $117.69 | $119.45 | 1.02M |
| Sep 24 | $118.44 | $119.65 | $118.17 | $118.75 | 1.68M |
| Sep 23 | $117.08 | $119.36 | $116.99 | $117.59 | 1.40M |
| Sep 22 | $119.00 | $119.00 | $116.27 | $117.66 | 1.41M |
| Sep 21 | $119.25 | $119.77 | $118.45 | $118.53 | 1.15M |
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