Prudential Financial（0KRX）株式概要プルデンシャル・ファイナンシャル・インクは、その子会社とともに、米国、日本および海外で金融商品およびサービスを提供している。 詳細0KRX ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績4/6財務の健全性0/6配当金5/6報酬当社が推定した公正価値より53.5%で取引されている 収益は年間15%増加すると予測されています 過去1年間で収益は51%増加しました 5.23%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る0KRX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$106.8841.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture066b2016201920222025202620282031Revenue US$61.2bEarnings US$3.3bAdvancedSet Fair ValueView all narrativesPrudential Financial, Inc. 競合他社PrudentialSymbol: LSE:PRUMarket cap: UK£25.2bLegal & General GroupSymbol: LSE:LGENMarket cap: UK£15.7bAvivaSymbol: LSE:AV.Market cap: UK£19.3bAdmiral GroupSymbol: LSE:ADMMarket cap: UK£10.6b価格と性能株価の高値、安値、推移の概要Prudential Financial過去の株価現在の株価US$106.8852週高値US$120.7552週安値US$90.71ベータ0.861ヶ月の変化4.77%3ヶ月変化14.34%1年変化-0.94%3年間の変化20.65%5年間の変化4.02%IPOからの変化-15.19%最新ニュースお知らせ • Jun 03Prudential Financial, Inc. Launches Elevate Suite of Retirement Products for Independent Marketing Organization ChannelPrudential Financial, Inc. announced the launch of Elevate, a suite of retirement products designed for the independent marketing organization (IMO) channel. The IMO channel represents a growing segment of the individual retirement marketplace. Prudential’s new Elevate Accumulator Fixed Indexed Annuity and Elevate Income Fixed Indexed Annuity broaden the company’s addressable market opportunity by strengthening engagement with financial professionals who utilize IMO distribution to serve retirement investors. Building on the success of existing Prudential fixed indexed annuities, the new Elevate suite has been adapted to reflect how IMO partners do business. The launch expands Prudential’s reach in the individual retirement market and opens up new relationships with financial professionals who play a critical role in delivering protected accumulation and lifetime income decumulation solutions. Annuities are issued by Pruco Life Insurance Company, Newark, NJ (main office). Pruco Life Insurance Company is a Prudential Financial company and is solely responsible for its own financial condition and contractual obligations.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Maryann Mannen was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 19Executive VP recently sold US$1.4m worth of stockOn the 14th of May, Ann Kappler sold around 14k shares on-market at roughly US$103 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.7m more than they bought in the last 12 months.Declared Dividend • May 17First quarter dividend of US$1.40 announcedShareholders will receive a dividend of US$1.40. Ex-date: 26th May 2026 Payment date: 11th June 2026 Dividend yield will be 5.4%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 14Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 11, 2026Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.40 per share of Common Stock, payable on June 11, 2026, to shareholders of record at the close of business on May 26, 2026.New Risk • May 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesお知らせ • Jun 03Prudential Financial, Inc. Launches Elevate Suite of Retirement Products for Independent Marketing Organization ChannelPrudential Financial, Inc. announced the launch of Elevate, a suite of retirement products designed for the independent marketing organization (IMO) channel. The IMO channel represents a growing segment of the individual retirement marketplace. Prudential’s new Elevate Accumulator Fixed Indexed Annuity and Elevate Income Fixed Indexed Annuity broaden the company’s addressable market opportunity by strengthening engagement with financial professionals who utilize IMO distribution to serve retirement investors. Building on the success of existing Prudential fixed indexed annuities, the new Elevate suite has been adapted to reflect how IMO partners do business. The launch expands Prudential’s reach in the individual retirement market and opens up new relationships with financial professionals who play a critical role in delivering protected accumulation and lifetime income decumulation solutions. Annuities are issued by Pruco Life Insurance Company, Newark, NJ (main office). Pruco Life Insurance Company is a Prudential Financial company and is solely responsible for its own financial condition and contractual obligations.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Maryann Mannen was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 19Executive VP recently sold US$1.4m worth of stockOn the 14th of May, Ann Kappler sold around 14k shares on-market at roughly US$103 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.7m more than they bought in the last 12 months.Declared Dividend • May 17First quarter dividend of US$1.40 announcedShareholders will receive a dividend of US$1.40. Ex-date: 26th May 2026 Payment date: 11th June 2026 Dividend yield will be 5.4%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 14Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 11, 2026Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.40 per share of Common Stock, payable on June 11, 2026, to shareholders of record at the close of business on May 26, 2026.New Risk • May 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.69 (vs US$1.97 in 1Q 2025)First quarter 2026 results: EPS: US$1.69 (down from US$1.97 in 1Q 2025). Revenue: US$14.3b (up 6.1% from 1Q 2025). Net income: US$588.0m (down 16% from 1Q 2025). Profit margin: 4.1% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 7.9%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 09Prudential Financial, Inc. to Report Q1, 2026 Results on May 05, 2026Prudential Financial, Inc. announced that they will report Q1, 2026 results at 4:15 PM, US Eastern Standard Time on May 05, 2026お知らせ • Mar 27Prudential Financial, Inc., Annual General Meeting, May 12, 2026Prudential Financial, Inc., Annual General Meeting, May 12, 2026. Location: prudential financials office, located at 751 broad street, newark United Statesお知らせ • Mar 11Prudential Financial, Inc. Announces Board Changes, Effective March 10, 2026Prudential Financial, Inc. announced that its Board of Directors has appointed Andrew Sullivan, currently serving as Chief Executive Officer, to the additional role of Chairman of the Board, effective March 10, 2026. Sullivan succeeds Charles Lowrey, who resigned as Executive Chairman and director on March 10, 2026. Lowrey will remain with the company as a senior advisor through the end of the second quarter, when he will retire from Prudential. During his 25 years of distinguished service to Prudential, Lowrey served as Executive Chairman beginning in 2025, Chief Executive Officer from 2018 to 2025, and Chairman from 2019 to 2025. As Chairman and CEO, Lowrey established a foundation for the company’s next phase of growth, presiding over a series of growth investments, derisking transactions and organizational changes to strengthen the company’s competitive position in the marketplace. Lowrey also led Prudential through the COVID-19 pandemic, where he oversaw multiple initiatives to support Prudential employees, customers, and the communities in which Prudential operates.お知らせ • Mar 06Prudential Financial Inc Appoints David Fassbender as Head of Asia Pacific Real Estate, Effective July 1, 2026Prudential Financial Inc. announced a new appointment. The firm has announced the appointment of David Fassbender as head of real estate for the Asia Pacific region. The appointment is effective from July 1, 2026. The new executive is to be based in Tokyo. Fassbender, who brings 23 years of experience to his role, takes over from Benett Theseira, who is retiring.お知らせ • Mar 03Prudential Financial, Inc. Launches Its ActiveIncome Insurance Overlay Solution for Retail ManagersPrudential Financial, Inc. announced the launch of its ActiveIncome insurance overlay solution for retail managed accounts on Franklin Templeton's Canvas platform. Available on Canvas through the FIDx Insurance Overlay marketplace, the innovative offering is designed to seamlessly integrate protected lifetime income into registered investment advisors' practices, making it easier to help more Americans protect their life's work. Prudential's pioneering insurance overlay has brought a new category of lifetime income to managed accounts, giving registered investment advisors (RIAs) a powerful tool for retirement planning. Through a contingent deferred annuity, investors can maintain investment flexibility, while securing lifetime income longevity protection without moving assets to an insurance carrier. Advisors gain streamlined access to insurance solutions that enhance planning strategies beyond traditional withdrawal strategies and address the evolving needs of retirement investors. Prudential and Franklin Templeton's collaboration with FIDx underscores this commitment to innovation. FIDx's Insurance Overlay marketplace connects carriers, wealth platforms, and advisors, enabling streamlined access to insurance solutions. Franklin Templeton's Canvas platforms is a leading wealth management solution to build, implement, and manage tax-optimized and personalized portfolios seamlessly. Through this integration, advisors on Canvas can now incorporate lifetime income protection and maintain asset control -- while delivering world-class investment and tax strategies.お知らせ • Feb 10Prudential Financial, Inc. Appoints Maryann Mannen as Independent Director and Member of Corporate Governance and Business Ethics Committee and the Compensation and Human Capital Committee, Effective May 12, 2026Prudential Financial, Inc. announced that Maryann Mannen has been elected to the Board of Directors as an independent director, effective May 12, 2026, and contingent on shareholder approval. She will serve on the Board’s Corporate Governance and Business Ethics Committee and Compensation and Human Capital Committee. Mannen brings broad operational and financial expertise acquired over more than 30 years in the global energy sector. She currently serves as chairman, president and chief executive officer of Marathon Petroleum Corporation and its subsidiary, MPLX LP. Previously, Mannen was executive vice president and chief financial officer at Marathon Petroleum, where she oversaw all finance-related functions, investor relations, and supply chain operations, among other responsibilities. Prior to joining Marathon Petroleum, Mannen was executive vice president and chief financial officer of FMC Technologies, where she played a critical role negotiating and completing the company’s merger with Technip SA, and where she served as executive vice president and chief financial officer of the merged company, TechnipFMC. Mannen holds a master’s degree in business administration and a bachelor’s degree in commerce and accounting from Rider University. She serves as chairman of the board for Marathon Petroleum and MPLX LP. Mannen is also a director at Owens Corning, where she chairs the Audit Committee and serves as a member of the Governance and Nominating and Executive Committees, but will not stand for reelection at their upcoming Annual Meeting of Stockholders.Declared Dividend • Feb 08Fourth quarter dividend increased to US$1.40Dividend of US$1.40 is 3.7% higher than last year. Ex-date: 17th February 2026 Payment date: 12th March 2026 Dividend yield will be 5.3%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 04Full year 2025 earnings released: EPS: US$10.22 (vs US$7.54 in FY 2024)Full year 2025 results: EPS: US$10.22 (up from US$7.54 in FY 2024). Revenue: US$55.7b (down 21% from FY 2024). Net income: US$3.58b (up 33% from FY 2024). Profit margin: 6.4% (up from 3.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 04Prudential Financial, Inc. Announces a Quarterly Dividend, Payable on March 12, 2026Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.40 per share of Common Stock, payable on March 12, 2026, to shareholders of record as of February 17, 2026.お知らせ • Jan 07Prudential Financial, Inc. to Report Q4, 2025 Results on Feb 03, 2026Prudential Financial, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026お知らせ • Dec 18Prudential Financial, Inc. Announces Executive Changes, Effective February 2, 2026Prudential Financial, Inc. Announced Realignment Of Senior Business Leadership And Appointment Of Phil Waldeck, currently head of Multi-Asset and Quantitative Solutions at Prudential’s asset management business, PGIM, As Executive Vice President, Head Of U.S. Businesses, Effective February 2, 2026. Prior to PGIM, Waldeck served as Prudential’s chief transformation officer and previously held senior business leadership roles including president of Retirement and head of Pension and Structured Solutions, giving him broad understanding of the company’s core markets and customer segments. David Legher, head of Emerging Markets, will report directly to Sullivan, alongside Waldeck, the Japan Group President and CEO Brad Hearn, and PGIM President and CEO Jacques Chappuis. As part of these changes, Caroline Feeney, global head of Retirement and Insurance, will depart Prudential. Phil Waldeck has served as head of PGIM’s Multi-Asset and Quantitative Solutions business since 2021. Before joining PGIM, Waldeck served as senior vice president and chief transformation officer for Prudential Financial, Inc. (PFI), and as chief executive officer of PFI’s Workplace Solutions Group. Earlier, he served as president of PFI’s Retirement group and led the Investment & Pension Solutions business, which comprised $250 billion in assets across guaranteed institutional investment strategies. Waldeck was the architect of PFI’s PRT business, who along with a strong leadership team grew the business to over $170 billion. Prior to joining PFI, he served as a senior vice president in Cigna’s retirement business. Waldeck earned a bachelor’s degree, magna cum laude, from Tufts University and an MBA from the University of Michigan.お知らせ • Dec 15Prudential Launches FlexGuard 2.0 with New Investment Allocation Options to Help Customers Protect Their Life's Work, Furthering Commitment to the Registered Index-Linked Annuity SpacePrudential Financial, Inc. announced the launch of FlexGuard 2.0, the next evolution of the company's retail registered index-linked annuity (RILA) U.S. retirement product lineup. Prudential FlexGuard 2.0®? registered index-linked annuity builds on the record success of Prudential's premier RILA suite with new enhancements driven directly by customer and financial professional input, while maintaining the solution's customizable protection levels, growth options, and flexibility to evolve with their goals. These key advancements are designed to help provide even greater value and peace of mind, including a new flexible allocation feature, and a simplified no-contract fee structure. Expanded buffers and a broader set of index and exchange-traded fund investment crediting strategies offer the opportunity for more protection and greater growth potential, linked to market performance. Prudential's latest innovation in the RILA market underscores the company's ability to anticipate trends and deliver solutions that combine flexibility, simplicity and protection -- advancing its efforts to expand access to retirement security.お知らせ • Dec 11Prudential Financial, Inc. (NYSE:PRU) announces an Equity Buyback for $1,000 million worth of its shares.Prudential Financial, Inc. (NYSE:PRU) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The program will be valid till December 31, 2026.お知らせ • Dec 03+ 1 more updatePrudential Advisors Connect Mobile App Launches, Bringing Advisor Productivity Tools to Ios Devices, Further Enhancing the Advisor ExperiencePrudential Advisors, the retail arm of Prudential Financial, Inc. announced the launch of the Prudential Advisors Connect mobile app, now available for iOS devices. The latest development is part of Prudential Advisors' ongoing innovation strategy that continues to incorporate artificial intelligence (AI) into advisor productivity tools. The launch is a milestone and is central to Prudential empowering its advisors with on-the-go access as they continue to invest in setting a new standard for the advisor experience.お知らせ • Nov 18Prudential Financial Announces Executive ChangesPrudential Financial, Inc. announced the appointment of Tina Madon as global head of investor relations. In this role, Madon will lead Prudential’s engagement with the investor community, partnering closely with its global leadership team to articulate Prudential’s evolution to a higher-growth company. Madon begins Dec. 1 and will report to Executive Vice President and Chief Financial Officer Yanela Frias. Madon joins Prudential from Lincoln Financial, where as head of investor relations she led a strategy to reposition Lincoln’s shareholder base and enhance analyst coverage, and worked closely with Lincoln’s executive leadership team to introduce new financial targets, a simplified investor narrative and greater transparency around earnings performance and disclosures. Before joining Lincoln, Tina held senior investor relations roles at Focus Financial Partners, Arbor Advisory Group, Och-Ziff Capital Management, and Merrill Lynch. She began her career as an investment banker at Lehman Brothers. Madon succeeds Bob McLaughlin, who will be retiring from Prudential at the end of 2025.Recent Insider Transactions • Nov 13Executive Chairman recently sold US$5.2m worth of stockOn the 10th of November, Charles Lowrey sold around 48k shares on-market at roughly US$107 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.Declared Dividend • Nov 09Third quarter dividend of US$1.35 announcedShareholders will receive a dividend of US$1.35. Ex-date: 18th November 2025 Payment date: 11th December 2025 Dividend yield will be 5.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 05Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on December 11, 2025Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on December 11, 2025, to shareholders of record at the close of business on November 18, 2025.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$4.07 (vs US$1.24 in 3Q 2024)Third quarter 2025 results: EPS: US$4.07 (up from US$1.24 in 3Q 2024). Revenue: US$16.1b (down 18% from 3Q 2024). Net income: US$1.43b (up 223% from 3Q 2024). Profit margin: 8.9% (up from 2.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 21Funds managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire 11.27% stake in Peak Reinsurance Company Limited from Prudential Financial, Inc. (NYSE:PRU).Funds managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire 11.27% stake in Peak Reinsurance Company Limited from Prudential Financial, Inc. (NYSE:PRU) on October 20, 2025. As part of consideration, an undisclosed value is paid towards common equity of Peak Reinsurance Company Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is October 20, 2025 to December 31, 2025.お知らせ • Oct 02Prudential Financial, Inc. to Report Q3, 2025 Results on Oct 29, 2025Prudential Financial, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Joe Wolk was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 30Prudential Financial Inc. Elects Joseph Wolk to Board of Directors as an Independent Director, Effective September 30, 2025Prudential Financial, Inc. announced that Joseph Wolk has been elected to the Board of Directors as an independent director, effective September 30, 2025. He will serve on the Board’s Audit and Finance Committees. Wolk brings extensive experience shaping financial strategy and performance, most notably in his current role as executive vice president and chief financial officer at Johnson & Johnson, where he also serves on the company’s Executive Committee. Wolk also leads Johnson & Johnson’s global shared services, managing an array of functions for a global workforce of more than 130,000 employees. Since his 2018 appointment as chief financial officer, Wolk has led the company’s long-term financial strategy, capital allocation, and operational transformation initiatives, including the separation of Johnson & Johnson’s consumer health business. Wolk joined Johnson & Johnson in 1998 and has held numerous senior financial roles across its pharmaceutical and medical technology segments. He is the founding chair of Johnson & Johnson Impact Ventures, an investment fund focused on advancing underinvested healthcare solutions in developing countries. Before Johnson & Johnson, he held various accounting roles at AMETEK, Inc. He holds a JD from Temple University School of Law and a bachelor’s degree in finance from Saint Joseph’s University, where he was recently inducted into the Haub School of Business’ Hall of Fame.お知らせ • Aug 26Prudential Financial, Inc. Expands EssentialTerm Suite, Affordable and Flexible Life Insurance to Help Protect What Matters MostPrudential Financial, Inc. announced the expansion of its EssentialTerm Suite for policies of $250,000 face amount and above, offering more consumers greater choice to match their individual needs and budgets. Designed with the flexibility to transition to permanent coverage for long-term financial security, the suite of solutions helps customers protect what matters most now and as their needs change. Prudential's EssentialTerm Suite features two enhanced term life solutions issued by Pruco Life Insurance Company. EssentialTerm Value® is Prudential's most cost-effective option for consumers seeking temporary protection with the option to convert to a permanent policy as financial goals evolve. By converting to a permanent policy, consumers can benefit from lifelong coverage and additional benefits like cash-value growth. EssentialTerm Plus® offers a more robust conversion option for consumers who are focused on their long-term financial planning goals. Key features of the EssentialTerm Suite include: Flexible Term Options: A choice of 10-, 15-, 20- or 30-year term durations, with guaranteed consistent premium payments throughout the selected term; Conversion to Permanent Policies: The ability to convert to one of Prudential's permanent life insurance policies, maintaining the same health underwriting classification. Additionally, a conversion credit is available within the first seven years to help reduce premiums during the transition; Terminal Illness Rider: Automatically included, the rider allows access to a portion of the death benefit if the policyholder becomes terminally ill; Optional Riders: Customers can enhance the policy with additional riders, such as the waiver of premium in the event of disability, an accidental death benefit and convertible life insurance for a child. The EssentialTerm Suite is designed with a quick and straightforward approval process, featuring online interactions that take approximately 20 minutes. It also qualifies for PruFast Track, Prudential's accelerated underwriting process, which eliminates the need for medical exams and lab work. Additionally, applications can be seamlessly tracked and managed through Prudential's new Life Case Tracker. The EssentialTerm Suite joins Prudential's comprehensive portfolio of term and permanent life solutions, including universal life, indexed universal life, indexed variable universal life and variable universal life insurance.Declared Dividend • Aug 10Second quarter dividend of US$1.35 announcedShareholders will receive a dividend of US$1.35. Ex-date: 19th August 2025 Payment date: 11th September 2025 Dividend yield will be 5.2%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (117% earnings payout ratio) nor is it adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 30% to bring the payout ratio under control. EPS is expected to grow by 77% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 06Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on September 11, 2025Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on September 11, 2025, to shareholders of record at the close of business on August 19, 2025.お知らせ • Aug 01PGIM Announces $4.2 Billion Final Close of Middle Market Direct Lending FundPGIM announced the final close of PGIM Senior Loan Opportunities II, L.P. ("PSLO II"), the second commingled private credit fund available to unaffiliated investors in its middle market direct lending series. PSLO II closed with over $4.2 billion in available capital commitments, making it one of the larger middle market direct lending private credit fundraises year to date, and reflecting strong support from a global base of institutional investors. Building on the success of its predecessor, PSLO II will provide senior secured financing to middle market companies across North America, Europe, and Australia. The fund attracted commitments from a diverse group of institutional investors, including insurance companies, pension funds, and sovereign wealth funds. PSLO II's strategy focuses on delivering attractive risk-adjusted returns through a diversified portfolio of directly originated senior loans to both sponsored and non-sponsored issuers. The fund has already begun deploying capital, with a strong pipeline of opportunities and a well-developed investment portfolio.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$1.51 (vs US$3.30 in 2Q 2024)Second quarter 2025 results: EPS: US$1.51 (down from US$3.30 in 2Q 2024). Revenue: US$12.6b (down 16% from 2Q 2024). Net income: US$533.0m (down 55% from 2Q 2024). Profit margin: 4.2% (down from 8.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Prudential Financial Launches ActiveIncome Insurance Overlay, Delivering a New Category of Lifetime Income to Dimensional Managed AccountsPrudential Financial, Inc. announced the launch of ActiveIncome, a first-of-its-kind insurance overlay option now accessible through Dimensional Fund Advisors' unified managed accounts (UMA) platform. ActiveIncome expands access to retirement security by pioneering an innovative new category of lifetime income to managed accounts, using a contingent deferred annuity option to address the evolving needs of retirement investors who work with registered investment advisors (RIAs). Clients can stay invested, preserving liquidity and flexibility, while gaining the security of a seamless lifetime income stream that varies with investment performance, all without moving assets to an insurance provider. Prudential's ActiveIncome insurance overlay is accessible from the Dimensional UMA platform via the Dimensional Exchange LLC (FIDx) Insurance Overlay marketplace and supports all available investment options on the Dimensional UMA platform, including exchange-traded funds, mutual funds, separately managed accounts, and model strategies.お知らせ • Jul 02Prudential Financial, Inc. to Report Q2, 2025 Results on Jul 30, 2025Prudential Financial, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • Jul 01Prudential Financial, Inc. Announces Board and Committee Changes, Effective June 30, 2025Prudential Financial, Inc. elected Thomas D. Stoddard as an independent director. The appointment of Mr. Stoddard is effective June 30, 2025. Mr. Stoddard has been appointed to the Audit Committee and Investment Committee. Stoddard brings to Prudential 35 years of experience in the financial services sector, spanning insurance, asset management, and investment banking. He recently retired as vice chairman of Global Investment Banking at Bank of America, where his responsibilities included the expansion of insurance advisory capabilities. Previously, he was the group chief financial officer at Athora Ltd., a European life insurance and pensions holding company founded by Apollo Global Management and domiciled in Bermuda. He also served as group CFO and a member of the board at Aviva plc, a publicly traded British multinational insurance and asset management company, from 2014 to 2019. Additionally, Stoddard advised various financial institutions as a senior advisor to McKinsey & Company and as a senior managing director at Blackstone, where he advised AIG on its rescue and restructuring during the global financial crisis. Before joining Blackstone, he served as managing partner at Barrett Ellman Stoddard Capital Partners, a private equity investment and advisory firm he co-founded. He spent his early career in investment banking and started as a corporate lawyer with Cravath, Swaine & Moore. He holds a JD from the University of Chicago Law School and a bachelor’s degree in economics from Swarthmore College, where he was a McCabe Scholar.Declared Dividend • May 12First quarter dividend of US$1.35 announcedShareholders will receive a dividend of US$1.35. Ex-date: 20th May 2025 Payment date: 12th June 2025 Dividend yield will be 4.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (247% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 12, 2025Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on June 12, 2025, to shareholders of record at the close of business on May 20, 2025.New Risk • May 04New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 247% Dividend yield: 5.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 01First quarter 2025 earnings released: EPS: US$1.99 (vs US$3.13 in 1Q 2024)First quarter 2025 results: EPS: US$1.99 (down from US$3.13 in 1Q 2024). Revenue: US$12.8b (down 45% from 1Q 2024). Net income: US$707.0m (down 37% from 1Q 2024). Profit margin: 5.5% (up from 4.8% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$93.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Insurance industry in the United Kingdom. Total loss to shareholders of 6.3% over the past three years.お知らせ • Apr 03Prudential Financial, Inc. to Report Q1, 2025 Results on Apr 30, 2025Prudential Financial, Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025お知らせ • Feb 26Prudential Advisors Announces Executive Changes, Effective March 31, 2025Prudential Advisors announced Pat Hynes has been named president of Prudential Advisors, where he will lead Prudential Financial, Inc.’s retail and advice arm. Hynes brings more than 25 years of strategic leadership experience in financial services. He currently serves as head of sales for Prudential Advisors, where he is responsible for business growth and oversees more than 20 firms across the country. Prior to that, Hynes served as president of Pruco Securities, where he successfully enhanced the experience of Prudential Advisors financial professionals and created an organization with strong standards and controls. Over his career he held various executive positions, including territory vice president and vice president of business development. Hynes’s appointment is effective March 31, 2025, and he will be reporting to Feeney. Hynes holds a bachelor’s degree from Iona College, a Juris Doctor from St. John’s University School of Law, and an MBA from NYU, Stern School of Business. Additionally he holds FINRA Series 7 and 24 licenses. Brad Hearn, current president of Prudential Advisors, has been named president and chief operating officer-elect of Prudential Holdings of Japan, also effective March 31, 2025.お知らせ • Feb 24Prudential Financial, Inc., Annual General Meeting, May 13, 2025Prudential Financial, Inc., Annual General Meeting, May 13, 2025.お知らせ • Feb 22Prudential Financial, Inc. Announces Management ChangesOn February 19, 2025, Douglas A. Scovanner, a member of the Board of Directors of Prudential Financial, Inc. notified the Board that he will not stand for reelection to the Board at the Company's next annual meeting of shareholders, to be held on May 13, 2025, at which time he will have served on the Board for more than 11 years. Mr. Scovanner is departing the Board for personal reasons and not due to any disagreement with the Company on any matter related to the Company's operations, policies or practices. On February 21, 2025, the Company announced that Robert Boyle, 59, has been appointed Senior Vice President, Controller and Principal Accounting Officer, effective April 7, 2025, succeeding Robert Axel. Mr. Boyle has been Vice President and Chief Financial Officer for Prudential's International Insurance Businesses since 2023. Previously, he served as Vice President and Chief Financial Officer of Prudential's Retirement Strategies business. Mr. Boyle joined the Company in 1998, prior to which he spent ten years with Deloitte & Touche.お知らせ • Feb 21Prudential Launches OneLeave to Help Simplify and Improve the Workplace Leave ExperiencePrudential Financial, Inc. launched One leave, adding new absence and disability capabilities to help address the challenges of workplace leaves and the disruption it can create for both employers and employees. One leave unites Prudential's leave and disability management capabilities into a single easy-to-navigate experience to simplify the workplace absence experience for employees. One leave helps simplify the claims experience, with an event-based intake, a single claim number, and one point of contact for all leave types, including supplemental health benefits. Employees also have access to real-time information about their leaves online, over the phone, or by texting directly with their claims point of contact. To provide support for a smooth transition back to work, employees receive proactive support from expert resources including vocational rehab specialists, return-to-work experts, physicians, nurses, and more. To help employees better plan for their absence, One leave also features a new leave planning tool called One leave Explorer™?, powered by Penguin Benefits, a leading provider of technology that aims to demystify leave benefits. One leave Explorer helps employees quickly and effectively estimate leave and benefit entitlements, plus build personalized leave plans across short-term disability, company-sponsored leave options, and federal and state leave programs. Employers have access to an expanded suite of technology, consultative services and new employer capabilities through One leave. Employers get insights, analytics and support to minimize extended absences, as well as dedicated local teams to provide recommendations to develop programs that work for their organizations. This includes expert resources to navigate the increasingly complex state paid- leave landscape, ensuring effective and integrated solutions that work for their organizations.お知らせ • Feb 11Prudential Financial, Inc. Announces Executive ChangesPrudential Financial, Inc. announced the appointment of Vicki Walia as Chief People Officer, effective March 31, 2025. Walia currently leads human resources for the company’s U.S. Businesses and PGIM, Prudential’s global asset management business. Walia succeeds Lucien Alziari, who will retire after serving as Prudential’s Chief Human Resources Officer for eight years. Walia brings to the role a breadth of experience in talent management and a commitment to Prudential’s people-centric culture. She first joined Prudential as Chief Talent and Capability Officer, overseeing talent and change management as well as teams focused on organizational effectiveness. Prior to Prudential, she held successive leadership roles in human resources, marketing, and digital strategy and innovation at Moody’s Analytics and AllianceBernstein. Walia will report to Sullivan, who will succeed Lowrey as CEO effective March 31, 2025.Declared Dividend • Feb 10Fourth quarter dividend increased to US$1.35Dividend of US$1.35 is 3.8% higher than last year. Ex-date: 18th February 2025 Payment date: 13th March 2025 Dividend yield will be 4.7%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 05Prudential Financial, Inc. Declares Quarterly Dividend, Payable on March 13, 2025Prudential Financial, Inc. declared a quarterly dividend of $1.35 per share of Common Stock, payable on March 13, 2025, to shareholders of record as of February 18, 2025. This represents an increase of 4% over the prior year dividend level, the 17 consecutive year the dividend has been increased.Reported Earnings • Feb 05Full year 2024 earnings released: EPS: US$7.66 (vs US$6.77 in FY 2023)Full year 2024 results: EPS: US$7.66 (up from US$6.77 in FY 2023). Revenue: US$65.3b (up 21% from FY 2023). Net income: US$2.73b (up 11% from FY 2023). Profit margin: 4.2% (down from 4.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 7.3%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Jan 08+ 1 more updatePrudential Financial, Inc. to Report Q4, 2024 Results on Feb 04, 2025Prudential Financial, Inc. announced that they will report Q4, 2024 results After-Market on Feb 04, 2025お知らせ • Dec 11Prudential Financial, Inc. (NYSE:PRU) announces an Equity Buyback for $1,000 million worth of its shares.Prudential Financial, Inc. (NYSE:PRU) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The program will be valid till December 31, 2025.お知らせ • Dec 04+ 2 more updatesPrudential Financial, Inc. Announces CEO Changes, Effective March 31, 2025Prudential Financial, Inc. announced that the Board of Directors has appointed Andrew Sullivan as its next CEO, effective March 31, 2025. Sullivan, who currently serves as executive vice president and head of International Businesses and Global Investment Management, will succeed Charles F. Lowrey. Lowrey will remain as Executive Chairman of the Board for 18 months, working with the Board and supporting and advising Sullivan. As part of Prudential’s executive leadership team, Sullivan has played an important role in driving the company’s strategy. He currently oversees both the company’s International Insurance segment and PGIM, the firm’s $1.4 trillion global investment management business. Since joining the company in 2011, he has held successive leadership positions, including heading all of the firm’s U.S.-based businesses. Having successfully led Prudential’s U.S. Businesses since 2021, Caroline Feeney will expand her role to become Global Head of Insurance and Retirement, a newly created position overseeing Prudential’s market-leading domestic and international insurance and retirement businesses, effective March 31, 2025. Feeney and incoming head of PGIM Jacques Chappuis will both report to Sullivan in his role as CEO.Recent Insider Transactions • Nov 11Chairman recently sold US$1.1m worth of stockOn the 7th of November, Charles Lowrey sold around 9k shares on-market at roughly US$127 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.お知らせ • Nov 06Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on December 12, 2024Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.30 per share of Common Stock, payable on December 12, 2024, to shareholders of record at the close of business on November 19, 2024.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.24 (vs US$2.23 loss in 3Q 2023)Third quarter 2024 results: EPS: US$1.24 (up from US$2.23 loss in 3Q 2023). Revenue: US$18.4b (up 120% from 3Q 2023). Net income: US$443.0m (up US$1.25b from 3Q 2023). Profit margin: 2.4% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Oct 03Prudential Financial, Inc. to Report Q3, 2024 Results on Oct 30, 2024Prudential Financial, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Sep 20Prudential Financial, Inc. Introduces Stop Loss InsurancePrudential Financial, Inc. has introduced a Stop Loss Insurance product aimed at helping protect companies with self-funded employee medical plans against catastrophic medical claim payouts. With Stop Loss Insurance, employers can set a cap on their potential employee healthcare spend and transfer some of the claims volatility to The Prudential Insurance Company of America. Prudential's Stop Loss product suite is available to employers with self-funded medical and prescription drug plans that cover at least 100 employees. That includes Specific Stop Loss Insurance coverage for medical and prescription drug claims as well as Aggregate Stop Loss Insurance for medical, prescription drug, dental, vision, and short-term disability claims.お知らせ • Aug 20Prudential Financial Launches Momentum IUL, A New Life Insurance Product with Power to Adapt to Life's ChangesPrudential Financial, Inc., has launched Prudential Momentum IUL, a new indexed universal life product issued by Pruco Life Insurance Company and Pruco Life Insurance Company of New Jersey (in NY) that provides the financial resiliency in growth and protection that customers need to withstand changing life events. Momentum IUL offers a variety of indexed account options, based on the well-known S&P 500 or Nasdaq 100 indices, for the potential to accumulate tax-advantaged cash value, along with full downside market protection to manage market risk. It also introduces the choice of segment durations, including one-year capped or uncapped options and Prudential's first-to-market six-month option. With flexibility in mind, customers can make changes as their needs evolve and can access the cash value for any purpose, including supplementing retirement income. The solution allows for designing and adapting a policy to help meet protection needs with options to grow the value of the death benefit, a no-lapse guarantee, along with optional riders for chronic and terminal illnesses, disability, accelerated death benefit, and more. Designed to help meet customers' evolving financial needs, Momentum IUL provides a strong foundation to help protect what's most important to customers, while empowering them to adapt to life's changes.Declared Dividend • Aug 11Second quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 20th August 2024 Payment date: 12th September 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 07Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on September 12, 2024Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.30 per share of Common Stock, payable on September 12, 2024, to shareholders of record at the close of business on August 20, 2024.Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: US$3.30 (vs US$1.42 in 2Q 2023)Second quarter 2024 results: EPS: US$3.30 (up from US$1.42 in 2Q 2023). Revenue: US$13.7b (up 22% from 2Q 2023). Net income: US$1.18b (up 129% from 2Q 2023). Profit margin: 8.7% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 9.6% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jul 01Prudential Financial, Inc. Elects Carmine Di Sibio as Independent Director and Audit CommitteePrudential Financial, Inc. announced that Carmine Di Sibio has been elected to the Board of Directors as an independent director, effective July 1, 2024. He will serve on the Board’s Audit Committee. Di Sibio recently retired as global chairman and chief executive of EY, one of the world’s largest professional services organizations. He led EY’s global strategy, through which the organization invested more than $10 billion in technology, solutions and EY people over the last five years. Additionally, he spearheaded its innovation efforts into new and emerging fields through acquisitions and alliances. At EY, Di Sibio previously served as global managing partner, Client Services. Prior to that, he held several global operating and leadership positions, including chair of the Global Financial Services Markets Executive and regional managing partner for the Americas Financial Services Organization. Since joining EY in 1985, he has served as an Advisory and Assurance partner for many financial services accounts. Di Sibio serves as a member of the board of PayPal, a digital payments technology platform, and Focusing Capital on the Long Term (FCLT), a nonprofit organization that encourages long-term behaviors in business and investment decision-making. He is also a member of the World Economic Forum’s International Business council. He earned an MBA from New York University’s Stern School of Business and a B.A. in chemistry from Colgate University.お知らせ • May 16Prudential Financial, Inc. to Report Q2, 2024 Results on Aug 01, 2024Prudential Financial, Inc. announced that they will report Q2, 2024 results at 4:15 PM, US Eastern Standard Time on Aug 01, 2024お知らせ • May 14Prudential Financial, Inc. Appoints Andrew Yorks as Head of Global Investment Strategy, Effective July 15, 2024Prudential Financial, Inc. announced that Andrew Yorks will join the company as head of Global Investment Strategy, effective July 15. Yorks will report to Tim Schmidt, senior vice president and chief investment officer. Yorks will be responsible for developing investment plans and ALM strategies for Prudential’s general account. He will also have responsibility for identifying and assessing new investment opportunities and monitoring overall portfolio risks, and will serve as the key liaison with PGIM asset management units and corporate functions. Currently, Yorks is chief investment officer at Resolution Life U.S. where he is responsible for the overall management of the company’s investment portfolio and for setting the overall strategic direction of the company, including growth through mergers and acquisitions. Additionally, he plays an important role in developing Resolution Life Group’s investment strategy and process. Prior to Resolution Life U.S., Yorks was senior vice president, head of alternatives and private debt strategies at Lincoln Financial Group, where he oversaw $18 billion of private equity, hedge fund, and private debt strategies across 20 manager relationships for Lincoln’s general account. He has also held leadership positions at several asset managers including BlackRock and Alliance Capital.Declared Dividend • May 12First quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 20th May 2024 Payment date: 13th June 2024 Dividend yield will be 4.3%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 13, 2024Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.30 per share of Common Stock, payable on June 13, 2024, to shareholders of record at the close of business on May 21, 2024.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$3.17 (vs US$3.94 in 1Q 2023)First quarter 2024 results: EPS: US$3.17 (down from US$3.94 in 1Q 2023). Revenue: US$21.6b (up 27% from 1Q 2023). Net income: US$1.14b (down 21% from 1Q 2023). Profit margin: 5.3% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.0% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Apr 05Grupo ST S.A. entered into an agreement to acquire Prudential Seguros, S.A. from Prudential Financial, Inc. (NYSE:PRU).Grupo ST S.A. entered into an agreement to acquire Prudential Seguros, S.A. from Prudential Financial, Inc. (NYSE:PRU) on April 3, 2024. Financial terms were not disclosed.お知らせ • Mar 29Prudential Financial, Inc., Annual General Meeting, May 14, 2024Prudential Financial, Inc., Annual General Meeting, May 14, 2024, at 14:00 US Eastern Standard Time. Location: Prudential Financial’s office located at 751 Broad Street Newark New Jersey United States Agenda: To consider Election of ten directors named in the Proxy Statement; to consider Ratification of appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024; to consider Advisory vote to approve named executive officer compensation; to consider Shareholder proposal regarding an independent board chairman; and to consider Shareholders also will act on such other business as may properly come before the meeting or any adjournment or postponement thereof.Recent Insider Transactions • Mar 14Insider recently sold US$1.2m worth of stockOn the 11th of March, Caroline Feeney sold around 11k shares on-market at roughly US$111 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.9m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.お知らせ • Mar 05Prudential Financial, Inc. to Report Q1, 2024 Results on Apr 30, 2024Prudential Financial, Inc. announced that they will report Q1, 2024 results at 4:15 PM, US Eastern Standard Time on Apr 30, 2024Recent Insider Transactions • Feb 28Executive VP & CFO recently sold US$4.9m worth of stockOn the 23rd of February, Kenneth Tanji sold around 45k shares on-market at roughly US$109 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months.Declared Dividend • Feb 11Fourth quarter dividend increased to US$1.30Dividend of US$1.30 is 4.0% higher than last year. Ex-date: 16th February 2024 Payment date: 14th March 2024 Dividend yield will be 4.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 08Prudential Financial, Inc. Announces Executive ChangesPrudential Financial, Inc. announced that Mike Estep, head of product for group insurance, will succeed Yanela Frias as president of its group insurance business. Frias will become the CFO of Prudential. Estep as president of group insurance will report to Caroline Feeney, head of Prudential's US businesses. Since joining the firm as head of product for group insurance in 2022, Estep has led all aspects of product strategy. This includes the development of a strategic roadmap for the firm's current and future product portfolio with a focus on customer relevancy and sustainable, profitable growth. Jess Gillespie will succeed Estep as head of product for group insurance.Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$6.89 (vs US$3.93 loss in FY 2022)Full year 2023 results: EPS: US$6.89 (up from US$3.93 loss in FY 2022). Revenue: US$48.5b (down 17% from FY 2022). Net income: US$2.49b (up US$3.95b from FY 2022). Profit margin: 5.1% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 07+ 2 more updatesPrudential Financial, Inc. Announces CFO ChangesPrudential Financial, Inc. announced that Yanela Frias, president of Group Insurance, has been appointed executive vice president and CFO, effective March 15, 2024, succeeding Ken Tanji. Frias will join the executive leadership team as an executive officer and report to Robert Falzon, vice chair of Prudential. Tanji will remain with the company through Sept. 30, 2024, to ensure a smooth transition. Over her nearly three-decade career with Prudential, Frias has held a number of senior leadership positions across finance, operations, and Prudential’s Insurance and Retirement businesses. Prior to being appointed president of Group Insurance in 2021, Frias served as president of Prudential Retirement. Previously, she led the Investment & Pension Solutions business within Prudential Retirement where she was responsible for several businesses, including Pension Risk Transfer and International Reinsurance, and related institutional product innovation efforts domestically and internationally. Prior to this, Frias spent nearly 20 years in a variety of finance roles of increasing responsibility, including assistant treasurer for Prudential Financial, CFO for Individual Life Insurance, and CFO for Annuities. Frias earned a bachelor’s degree in accounting and an MBA in finance from Rutgers University. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Kathy Murphy was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 14Prudential Financial, Inc. to Report Q4, 2023 Results on Feb 06, 2024Prudential Financial, Inc. announced that they will report Q4, 2023 results at 4:15 PM, US Eastern Standard Time on Feb 06, 2024お知らせ • Dec 12Prudential Financial, Inc. (NYSE:PRU) announces an Equity Buyback for $1,000 million worth of its shares.Prudential Financial, Inc. (NYSE:PRU) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The program will be valid till December 31, 2024.お知らせ • Nov 09Wood Partners and PGIM Real Estate Unveils Grand Opening of Exceptional New Residential Community in RaleighWood Partners and PGIM Real Estate announced the grand opening of Alta Town Center, located in Raleigh, North Carolina. The community's grand opening celebration, complete with a ribbon- cutting ceremony, is set for June 27. Located at 6501 Town Center Drive, in one of Raleigh's fastest growing areas, Alta Town Center offers convenient proximity to both I-540 and Capital Boulevard. This advantageous location allows residents to effortlessly explore the vibrant Triangle area, making travel and commuting a breeze. Residents will also have access to a diverse selection of retail and dining choices in close proximity to the property, such as Triangle Town Center Mall, Poyner Place, and Plantation Point. The ongoing development in the area also presents abundant job prospects, with prominent companies like IBM, Red Hat, and Duke University just a short drive away. Alta Town Center offers 336 apartment homes comprised of one-, two- and three-bedroom floor plans. Each home at affordable price points will showcase elegant urban touches and luxurious details, such as stainless-steel appliances and stylish chrome faucets and accents, granite countertops, tile backsplashes, in-unit washer and dryer sets, and exceptional wood-style flooring. Alta Town Center caters to residents with a wide range of attractive community amenities, including a saltwater pool with poolside cabanas, outdoor grilling and lounge areas, outdoor fitness equipment, and an on-site pet park and pet spa. Inside the community club house, residents will have access to a 24-hour fitness center, coworking spaces, and plenty of space to mingle and socialize with fellow community members in the welcoming hospitality bar and game room. PGIM Real Estate invested in Alta Town Center through Impact Value Partners (IVP), its private equity impact fund that guests in affordable housing and transformative development in the U.S.お知らせ • Nov 08Prudential Financial Declares Quarterly Dividend, Payable on December 14, 2023Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.25 per share of Common Stock, payable on December 14, 2023, to shareholders of record at the close of business on November 21, 2023.Reported Earnings • Nov 03Third quarter 2023 earnings released: US$2.23 loss per share (vs US$0.78 loss in 3Q 2022)Third quarter 2023 results: US$2.23 loss per share (further deteriorated from US$0.78 loss in 3Q 2022). Revenue: US$8.35b (down 59% from 3Q 2022). Net loss: US$802.0m (loss widened 177% from 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 32% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Oct 11PGIM, Global Investment Management Business of Prudential Financial, Inc., Announces Enhancements to Target Date FundsPGIM, the $1.27 trillion global investment management business of Prudential Financial, Inc., has announced plans to enhance its suite of target date funds (TDFs) to better serve shareholders, including defined contribution (DC) plan participants, and their retirement outcomes. Primary enhancements to the suite of mutual funds and collective investment trusts (CITs) include: New name: Currently branded as the Prudential Day One Funds, the funds will be renamed the PGIM Target Date Funds. Lower fees: PGIM is lowering the net expense ratio for the target date mutual funds from 0.40% to 0.25%. In addition, the expense ratio for the institutional share class of the CITs is expected to drop from 0.34% to 0.19%. Adjustments to underlying investments: PGIM will replace select underlying actively managed equity strategies with passively managed equity strategies. This move allows PGIM to offer a thoughtful blend of active and passive management to keep investment expenses low, while providing the ability to add value and mitigate risks with active management. The overarching investment objective and glidepath of the TDFs will remain the same, and their performance profile is not expected to change. These enhancements will become effective on or around Dec. 11, 2023. PGIM Target Date Funds: Designed to help achieve successful retirement outcomes. PGIM's TDF glidepath is designed to combat three of the greatest risks participants face during their lifetime. To address these risks, the funds take a differentiated investment approach versus comparable TDFs, with: Higher-than-average exposure to growth assets earlier in the accumulation stage, Lower-than-average equity exposure around retirement, An increased allocation to asset classes like TIPS, commodities and real estate during the retirement years, which have historically performed well during inflationary periods. The enhancements to the target date funds come on the heels of a new initiative from PGIM DC Solutions -- PGIM RetireWell™? Solutions, which is focused on helping DC plan participants achieve better retirement outcomes through holistic advice and guidance. In addition to the firm's target date funds and financial wellness offerings, PGIM RetireWell Solutions will also include retirement income strategies and managed accounts powered by PGIM's proprietary advice engine. The goal of PGIM RetireWell Solutions is ultimately to help American workers achieve their saving and spending goals both before and into retirement.お知らせ • Sep 08Prudential Financial, Inc. Elects Kathleen Murphy to Board of Directors, Effective September 11, 2023Prudential Financial, Inc. announced that Kathleen Murphy has been elected to the Board of Directors as an independent director, effective September 11, 2023. Ms. Murphy has been appointed to the Investment Committee. Murphy brings to Prudential her extensive experience in the financial services and wealth management sectors, most notably at Fidelity Investments, where she recently retired. She was president of Fidelity’s Personal Investing business from 2009 to 2021. During this time, she led the strategic expansion of the business, resulting in growth in client assets from $850 billion to $4.4 trillion, as well as its digital transformation. Murphy also led Fidelity’s life insurance and annuities business, workplace savings business for tax-exempt organizations and firm-wide brand, advertising, artificial intelligence and digital design programs. She served as a senior adviser to the CEO before fully retiring. Prior to joining Fidelity, Murphy was CEO of ING U.S. Wealth Management, leading its defined contribution, defined benefit, retirement solutions, annuities and ING Advisors Network businesses. She began her career at Aetna, where she held various legal and government affairs roles, including general counsel and chief compliance officer of Aetna Financial Services. Murphy brings a diverse array of prior board experience to Prudential, including board positions at the Financial Industry Regulatory Authority, the Markle Foundation and the National Football Foundation. She holds a JD from the University of Connecticut and a bachelor’s degree in economics and political science from Fairfield University.お知らせ • Aug 09Prudential Financial, Inc. Declares Quarterly Dividend, Payable on September 14, 2023Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.25 per share of Common Stock, payable on September 14, 2023, to shareholders of record at the close of business on August 22, 2023.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.40 (vs US$1.53 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.40 (up from US$1.53 loss in 2Q 2022). Revenue: US$11.9b (up 5.3% from 2Q 2022). Net income: US$511.0m (up US$1.08b from 2Q 2022). Profit margin: 4.3% (up from net loss in 2Q 2022). Revenue is expected to decline by 4.9% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 39%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Jun 16Prudential Financial, Inc. Announces Executive AppointmentsPrudential Financial, Inc. announced that it has appointed Nandini Mongia, currently senior vice president and treasurer, as president of Prudential Open-Architecture Solutions, effective June 19, 2023. She will report to the company’s chairman and CEO, Charles Lowrey. In this new role, Mongia will lead the creation of an open-architecture platform, managing the supply and demand of asset and liability origination and overseeing Prudential’s reinsurance entities and third-party strategic relationships. This new business will focus on expanding Prudential’s access to serve clients through both proprietary and non-proprietary products and services. Mark Finkelstein, senior vice president, Finance, will expand his responsibilities and oversee Prudential’s Treasury department, in addition to serving as chief financial officer of U.S. Businesses and PGIM. Mongia has been Prudential’s treasurer since December 2018, after serving as CFO of Prudential Retirement. Prior to joining Prudential in 2017, Mongia was an investment banker at firms including Deutsche Bank, Credit Suisse, and Lehman Brothers, and previously served in business planning and management consulting roles.お知らせ • Jun 07Saybrus Partners, Inc. entered into an agreement to acquire Prudential Life Distributors from Prudential Financial, Inc. (NYSE:PRU).Saybrus Partners, Inc. entered into an agreement to acquire Prudential Life Distributors from Prudential Financial, Inc. (NYSE:PRU) on June 6, 2023.株主還元0KRXGB InsuranceGB 市場7D-0.1%1.7%0.8%1Y-0.9%14.2%19.0%株主還元を見る業界別リターン: 0KRX過去 1 年間で14.2 % の収益を上げたUK Insurance業界を下回りました。リターン対市場: 0KRXは、過去 1 年間で19 % のリターンを上げたUK市場を下回りました。価格変動Is 0KRX's price volatile compared to industry and market?0KRX volatility0KRX Average Weekly Movement3.2%Insurance Industry Average Movement3.5%Market Average Movement5.5%10% most volatile stocks in GB Market10.9%10% least volatile stocks in GB Market3.0%安定した株価: 0KRX 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0KRXの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト187536,607Andy Sullivanwww.prudential.comプルデンシャル・ファイナンシャル・インクは、その子会社とともに、米国、日本および海外で金融商品およびサービスを提供している。PGIM、リタイヤメント・ストラテジーズ、団体保険、個人生命保険、国際事業の各セグメントを通じて事業を展開している。PGIM部門は、機関投資家およびリテール顧客向けに、公募債券、公募株式、不動産債券・株式、プライベート・クレジット、その他オルタナティブ、マルチ・アセットクラス戦略に関連する投資運用サービスおよびソリューションを提供し、保険およびリタイヤメント事業も行っている。リタイヤメント・ストラテジーズ部門は、公的、民間、非営利セクターのリタイヤメント・プラン・スポンサー向けに、様々なリタイヤメント投資、収入商品およびサービス、団体年金およびその他商品、国際再保険、投資専用商品、フレックスガード一式、定額年金、変額年金を提供し、個人向け変額・定額年金商品の開発・販売も行っている。団体保険部門は、各種団体生命保険、長期・短期の団体障害保険、企業・銀行・信託所有の団体生命保険、および傷害保険、重大疾病保険、病院補償保険を含む補足医療保険ソリューションを提供している。個人生命保険部門は変額保険、ユニバーサル生命保険、定期保険商品を開発・販売している。国際事業部門は生命保険、リタイヤメント商品、投資商品、および一部の傷害・医療商品を開発・販売している。プルデンシャル・ファイナンシャ ルは、自社および第三者の販売ネットワーク、金融専門家、信頼できるパートナ ーシップを通じて、個人および機関投資家に商品とサービスを提供している。プルデンシャル・ファイナンシャル・インクは1875年に設立され、ニュージャージー州ニューアークに本社を置いている。もっと見るPrudential Financial, Inc. 基礎のまとめPrudential Financial の収益と売上を時価総額と比較するとどうか。0KRX 基礎統計学時価総額US$37.17b収益（TTM）US$3.43b売上高(TTM)US$63.29b10.9xPER（株価収益率0.6xP/Sレシオ0KRX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0KRX 損益計算書（TTM）収益US$63.29b売上原価US$44.96b売上総利益US$18.33bその他の費用US$14.90b収益US$3.43b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）9.86グロス・マージン28.96%純利益率5.41%有利子負債／自己資本比率159.0%0KRX の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.2%現在の配当利回り56%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/26 12:02終値2026/06/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Prudential Financial, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Jacob KilsteinArgus Research CompanyJay GelbBarclaysTaylor ScottBarclays28 その他のアナリストを表示
お知らせ • Jun 03Prudential Financial, Inc. Launches Elevate Suite of Retirement Products for Independent Marketing Organization ChannelPrudential Financial, Inc. announced the launch of Elevate, a suite of retirement products designed for the independent marketing organization (IMO) channel. The IMO channel represents a growing segment of the individual retirement marketplace. Prudential’s new Elevate Accumulator Fixed Indexed Annuity and Elevate Income Fixed Indexed Annuity broaden the company’s addressable market opportunity by strengthening engagement with financial professionals who utilize IMO distribution to serve retirement investors. Building on the success of existing Prudential fixed indexed annuities, the new Elevate suite has been adapted to reflect how IMO partners do business. The launch expands Prudential’s reach in the individual retirement market and opens up new relationships with financial professionals who play a critical role in delivering protected accumulation and lifetime income decumulation solutions. Annuities are issued by Pruco Life Insurance Company, Newark, NJ (main office). Pruco Life Insurance Company is a Prudential Financial company and is solely responsible for its own financial condition and contractual obligations.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Maryann Mannen was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 19Executive VP recently sold US$1.4m worth of stockOn the 14th of May, Ann Kappler sold around 14k shares on-market at roughly US$103 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.7m more than they bought in the last 12 months.
Declared Dividend • May 17First quarter dividend of US$1.40 announcedShareholders will receive a dividend of US$1.40. Ex-date: 26th May 2026 Payment date: 11th June 2026 Dividend yield will be 5.4%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 14Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 11, 2026Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.40 per share of Common Stock, payable on June 11, 2026, to shareholders of record at the close of business on May 26, 2026.
New Risk • May 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
お知らせ • Jun 03Prudential Financial, Inc. Launches Elevate Suite of Retirement Products for Independent Marketing Organization ChannelPrudential Financial, Inc. announced the launch of Elevate, a suite of retirement products designed for the independent marketing organization (IMO) channel. The IMO channel represents a growing segment of the individual retirement marketplace. Prudential’s new Elevate Accumulator Fixed Indexed Annuity and Elevate Income Fixed Indexed Annuity broaden the company’s addressable market opportunity by strengthening engagement with financial professionals who utilize IMO distribution to serve retirement investors. Building on the success of existing Prudential fixed indexed annuities, the new Elevate suite has been adapted to reflect how IMO partners do business. The launch expands Prudential’s reach in the individual retirement market and opens up new relationships with financial professionals who play a critical role in delivering protected accumulation and lifetime income decumulation solutions. Annuities are issued by Pruco Life Insurance Company, Newark, NJ (main office). Pruco Life Insurance Company is a Prudential Financial company and is solely responsible for its own financial condition and contractual obligations.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Maryann Mannen was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 19Executive VP recently sold US$1.4m worth of stockOn the 14th of May, Ann Kappler sold around 14k shares on-market at roughly US$103 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.7m more than they bought in the last 12 months.
Declared Dividend • May 17First quarter dividend of US$1.40 announcedShareholders will receive a dividend of US$1.40. Ex-date: 26th May 2026 Payment date: 11th June 2026 Dividend yield will be 5.4%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 14Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 11, 2026Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.40 per share of Common Stock, payable on June 11, 2026, to shareholders of record at the close of business on May 26, 2026.
New Risk • May 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.69 (vs US$1.97 in 1Q 2025)First quarter 2026 results: EPS: US$1.69 (down from US$1.97 in 1Q 2025). Revenue: US$14.3b (up 6.1% from 1Q 2025). Net income: US$588.0m (down 16% from 1Q 2025). Profit margin: 4.1% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 7.9%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 09Prudential Financial, Inc. to Report Q1, 2026 Results on May 05, 2026Prudential Financial, Inc. announced that they will report Q1, 2026 results at 4:15 PM, US Eastern Standard Time on May 05, 2026
お知らせ • Mar 27Prudential Financial, Inc., Annual General Meeting, May 12, 2026Prudential Financial, Inc., Annual General Meeting, May 12, 2026. Location: prudential financials office, located at 751 broad street, newark United States
お知らせ • Mar 11Prudential Financial, Inc. Announces Board Changes, Effective March 10, 2026Prudential Financial, Inc. announced that its Board of Directors has appointed Andrew Sullivan, currently serving as Chief Executive Officer, to the additional role of Chairman of the Board, effective March 10, 2026. Sullivan succeeds Charles Lowrey, who resigned as Executive Chairman and director on March 10, 2026. Lowrey will remain with the company as a senior advisor through the end of the second quarter, when he will retire from Prudential. During his 25 years of distinguished service to Prudential, Lowrey served as Executive Chairman beginning in 2025, Chief Executive Officer from 2018 to 2025, and Chairman from 2019 to 2025. As Chairman and CEO, Lowrey established a foundation for the company’s next phase of growth, presiding over a series of growth investments, derisking transactions and organizational changes to strengthen the company’s competitive position in the marketplace. Lowrey also led Prudential through the COVID-19 pandemic, where he oversaw multiple initiatives to support Prudential employees, customers, and the communities in which Prudential operates.
お知らせ • Mar 06Prudential Financial Inc Appoints David Fassbender as Head of Asia Pacific Real Estate, Effective July 1, 2026Prudential Financial Inc. announced a new appointment. The firm has announced the appointment of David Fassbender as head of real estate for the Asia Pacific region. The appointment is effective from July 1, 2026. The new executive is to be based in Tokyo. Fassbender, who brings 23 years of experience to his role, takes over from Benett Theseira, who is retiring.
お知らせ • Mar 03Prudential Financial, Inc. Launches Its ActiveIncome Insurance Overlay Solution for Retail ManagersPrudential Financial, Inc. announced the launch of its ActiveIncome insurance overlay solution for retail managed accounts on Franklin Templeton's Canvas platform. Available on Canvas through the FIDx Insurance Overlay marketplace, the innovative offering is designed to seamlessly integrate protected lifetime income into registered investment advisors' practices, making it easier to help more Americans protect their life's work. Prudential's pioneering insurance overlay has brought a new category of lifetime income to managed accounts, giving registered investment advisors (RIAs) a powerful tool for retirement planning. Through a contingent deferred annuity, investors can maintain investment flexibility, while securing lifetime income longevity protection without moving assets to an insurance carrier. Advisors gain streamlined access to insurance solutions that enhance planning strategies beyond traditional withdrawal strategies and address the evolving needs of retirement investors. Prudential and Franklin Templeton's collaboration with FIDx underscores this commitment to innovation. FIDx's Insurance Overlay marketplace connects carriers, wealth platforms, and advisors, enabling streamlined access to insurance solutions. Franklin Templeton's Canvas platforms is a leading wealth management solution to build, implement, and manage tax-optimized and personalized portfolios seamlessly. Through this integration, advisors on Canvas can now incorporate lifetime income protection and maintain asset control -- while delivering world-class investment and tax strategies.
お知らせ • Feb 10Prudential Financial, Inc. Appoints Maryann Mannen as Independent Director and Member of Corporate Governance and Business Ethics Committee and the Compensation and Human Capital Committee, Effective May 12, 2026Prudential Financial, Inc. announced that Maryann Mannen has been elected to the Board of Directors as an independent director, effective May 12, 2026, and contingent on shareholder approval. She will serve on the Board’s Corporate Governance and Business Ethics Committee and Compensation and Human Capital Committee. Mannen brings broad operational and financial expertise acquired over more than 30 years in the global energy sector. She currently serves as chairman, president and chief executive officer of Marathon Petroleum Corporation and its subsidiary, MPLX LP. Previously, Mannen was executive vice president and chief financial officer at Marathon Petroleum, where she oversaw all finance-related functions, investor relations, and supply chain operations, among other responsibilities. Prior to joining Marathon Petroleum, Mannen was executive vice president and chief financial officer of FMC Technologies, where she played a critical role negotiating and completing the company’s merger with Technip SA, and where she served as executive vice president and chief financial officer of the merged company, TechnipFMC. Mannen holds a master’s degree in business administration and a bachelor’s degree in commerce and accounting from Rider University. She serves as chairman of the board for Marathon Petroleum and MPLX LP. Mannen is also a director at Owens Corning, where she chairs the Audit Committee and serves as a member of the Governance and Nominating and Executive Committees, but will not stand for reelection at their upcoming Annual Meeting of Stockholders.
Declared Dividend • Feb 08Fourth quarter dividend increased to US$1.40Dividend of US$1.40 is 3.7% higher than last year. Ex-date: 17th February 2026 Payment date: 12th March 2026 Dividend yield will be 5.3%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: US$10.22 (vs US$7.54 in FY 2024)Full year 2025 results: EPS: US$10.22 (up from US$7.54 in FY 2024). Revenue: US$55.7b (down 21% from FY 2024). Net income: US$3.58b (up 33% from FY 2024). Profit margin: 6.4% (up from 3.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 04Prudential Financial, Inc. Announces a Quarterly Dividend, Payable on March 12, 2026Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.40 per share of Common Stock, payable on March 12, 2026, to shareholders of record as of February 17, 2026.
お知らせ • Jan 07Prudential Financial, Inc. to Report Q4, 2025 Results on Feb 03, 2026Prudential Financial, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026
お知らせ • Dec 18Prudential Financial, Inc. Announces Executive Changes, Effective February 2, 2026Prudential Financial, Inc. Announced Realignment Of Senior Business Leadership And Appointment Of Phil Waldeck, currently head of Multi-Asset and Quantitative Solutions at Prudential’s asset management business, PGIM, As Executive Vice President, Head Of U.S. Businesses, Effective February 2, 2026. Prior to PGIM, Waldeck served as Prudential’s chief transformation officer and previously held senior business leadership roles including president of Retirement and head of Pension and Structured Solutions, giving him broad understanding of the company’s core markets and customer segments. David Legher, head of Emerging Markets, will report directly to Sullivan, alongside Waldeck, the Japan Group President and CEO Brad Hearn, and PGIM President and CEO Jacques Chappuis. As part of these changes, Caroline Feeney, global head of Retirement and Insurance, will depart Prudential. Phil Waldeck has served as head of PGIM’s Multi-Asset and Quantitative Solutions business since 2021. Before joining PGIM, Waldeck served as senior vice president and chief transformation officer for Prudential Financial, Inc. (PFI), and as chief executive officer of PFI’s Workplace Solutions Group. Earlier, he served as president of PFI’s Retirement group and led the Investment & Pension Solutions business, which comprised $250 billion in assets across guaranteed institutional investment strategies. Waldeck was the architect of PFI’s PRT business, who along with a strong leadership team grew the business to over $170 billion. Prior to joining PFI, he served as a senior vice president in Cigna’s retirement business. Waldeck earned a bachelor’s degree, magna cum laude, from Tufts University and an MBA from the University of Michigan.
お知らせ • Dec 15Prudential Launches FlexGuard 2.0 with New Investment Allocation Options to Help Customers Protect Their Life's Work, Furthering Commitment to the Registered Index-Linked Annuity SpacePrudential Financial, Inc. announced the launch of FlexGuard 2.0, the next evolution of the company's retail registered index-linked annuity (RILA) U.S. retirement product lineup. Prudential FlexGuard 2.0®? registered index-linked annuity builds on the record success of Prudential's premier RILA suite with new enhancements driven directly by customer and financial professional input, while maintaining the solution's customizable protection levels, growth options, and flexibility to evolve with their goals. These key advancements are designed to help provide even greater value and peace of mind, including a new flexible allocation feature, and a simplified no-contract fee structure. Expanded buffers and a broader set of index and exchange-traded fund investment crediting strategies offer the opportunity for more protection and greater growth potential, linked to market performance. Prudential's latest innovation in the RILA market underscores the company's ability to anticipate trends and deliver solutions that combine flexibility, simplicity and protection -- advancing its efforts to expand access to retirement security.
お知らせ • Dec 11Prudential Financial, Inc. (NYSE:PRU) announces an Equity Buyback for $1,000 million worth of its shares.Prudential Financial, Inc. (NYSE:PRU) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The program will be valid till December 31, 2026.
お知らせ • Dec 03+ 1 more updatePrudential Advisors Connect Mobile App Launches, Bringing Advisor Productivity Tools to Ios Devices, Further Enhancing the Advisor ExperiencePrudential Advisors, the retail arm of Prudential Financial, Inc. announced the launch of the Prudential Advisors Connect mobile app, now available for iOS devices. The latest development is part of Prudential Advisors' ongoing innovation strategy that continues to incorporate artificial intelligence (AI) into advisor productivity tools. The launch is a milestone and is central to Prudential empowering its advisors with on-the-go access as they continue to invest in setting a new standard for the advisor experience.
お知らせ • Nov 18Prudential Financial Announces Executive ChangesPrudential Financial, Inc. announced the appointment of Tina Madon as global head of investor relations. In this role, Madon will lead Prudential’s engagement with the investor community, partnering closely with its global leadership team to articulate Prudential’s evolution to a higher-growth company. Madon begins Dec. 1 and will report to Executive Vice President and Chief Financial Officer Yanela Frias. Madon joins Prudential from Lincoln Financial, where as head of investor relations she led a strategy to reposition Lincoln’s shareholder base and enhance analyst coverage, and worked closely with Lincoln’s executive leadership team to introduce new financial targets, a simplified investor narrative and greater transparency around earnings performance and disclosures. Before joining Lincoln, Tina held senior investor relations roles at Focus Financial Partners, Arbor Advisory Group, Och-Ziff Capital Management, and Merrill Lynch. She began her career as an investment banker at Lehman Brothers. Madon succeeds Bob McLaughlin, who will be retiring from Prudential at the end of 2025.
Recent Insider Transactions • Nov 13Executive Chairman recently sold US$5.2m worth of stockOn the 10th of November, Charles Lowrey sold around 48k shares on-market at roughly US$107 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.
Declared Dividend • Nov 09Third quarter dividend of US$1.35 announcedShareholders will receive a dividend of US$1.35. Ex-date: 18th November 2025 Payment date: 11th December 2025 Dividend yield will be 5.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 05Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on December 11, 2025Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on December 11, 2025, to shareholders of record at the close of business on November 18, 2025.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$4.07 (vs US$1.24 in 3Q 2024)Third quarter 2025 results: EPS: US$4.07 (up from US$1.24 in 3Q 2024). Revenue: US$16.1b (down 18% from 3Q 2024). Net income: US$1.43b (up 223% from 3Q 2024). Profit margin: 8.9% (up from 2.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 21Funds managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire 11.27% stake in Peak Reinsurance Company Limited from Prudential Financial, Inc. (NYSE:PRU).Funds managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire 11.27% stake in Peak Reinsurance Company Limited from Prudential Financial, Inc. (NYSE:PRU) on October 20, 2025. As part of consideration, an undisclosed value is paid towards common equity of Peak Reinsurance Company Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is October 20, 2025 to December 31, 2025.
お知らせ • Oct 02Prudential Financial, Inc. to Report Q3, 2025 Results on Oct 29, 2025Prudential Financial, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Joe Wolk was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 30Prudential Financial Inc. Elects Joseph Wolk to Board of Directors as an Independent Director, Effective September 30, 2025Prudential Financial, Inc. announced that Joseph Wolk has been elected to the Board of Directors as an independent director, effective September 30, 2025. He will serve on the Board’s Audit and Finance Committees. Wolk brings extensive experience shaping financial strategy and performance, most notably in his current role as executive vice president and chief financial officer at Johnson & Johnson, where he also serves on the company’s Executive Committee. Wolk also leads Johnson & Johnson’s global shared services, managing an array of functions for a global workforce of more than 130,000 employees. Since his 2018 appointment as chief financial officer, Wolk has led the company’s long-term financial strategy, capital allocation, and operational transformation initiatives, including the separation of Johnson & Johnson’s consumer health business. Wolk joined Johnson & Johnson in 1998 and has held numerous senior financial roles across its pharmaceutical and medical technology segments. He is the founding chair of Johnson & Johnson Impact Ventures, an investment fund focused on advancing underinvested healthcare solutions in developing countries. Before Johnson & Johnson, he held various accounting roles at AMETEK, Inc. He holds a JD from Temple University School of Law and a bachelor’s degree in finance from Saint Joseph’s University, where he was recently inducted into the Haub School of Business’ Hall of Fame.
お知らせ • Aug 26Prudential Financial, Inc. Expands EssentialTerm Suite, Affordable and Flexible Life Insurance to Help Protect What Matters MostPrudential Financial, Inc. announced the expansion of its EssentialTerm Suite for policies of $250,000 face amount and above, offering more consumers greater choice to match their individual needs and budgets. Designed with the flexibility to transition to permanent coverage for long-term financial security, the suite of solutions helps customers protect what matters most now and as their needs change. Prudential's EssentialTerm Suite features two enhanced term life solutions issued by Pruco Life Insurance Company. EssentialTerm Value® is Prudential's most cost-effective option for consumers seeking temporary protection with the option to convert to a permanent policy as financial goals evolve. By converting to a permanent policy, consumers can benefit from lifelong coverage and additional benefits like cash-value growth. EssentialTerm Plus® offers a more robust conversion option for consumers who are focused on their long-term financial planning goals. Key features of the EssentialTerm Suite include: Flexible Term Options: A choice of 10-, 15-, 20- or 30-year term durations, with guaranteed consistent premium payments throughout the selected term; Conversion to Permanent Policies: The ability to convert to one of Prudential's permanent life insurance policies, maintaining the same health underwriting classification. Additionally, a conversion credit is available within the first seven years to help reduce premiums during the transition; Terminal Illness Rider: Automatically included, the rider allows access to a portion of the death benefit if the policyholder becomes terminally ill; Optional Riders: Customers can enhance the policy with additional riders, such as the waiver of premium in the event of disability, an accidental death benefit and convertible life insurance for a child. The EssentialTerm Suite is designed with a quick and straightforward approval process, featuring online interactions that take approximately 20 minutes. It also qualifies for PruFast Track, Prudential's accelerated underwriting process, which eliminates the need for medical exams and lab work. Additionally, applications can be seamlessly tracked and managed through Prudential's new Life Case Tracker. The EssentialTerm Suite joins Prudential's comprehensive portfolio of term and permanent life solutions, including universal life, indexed universal life, indexed variable universal life and variable universal life insurance.
Declared Dividend • Aug 10Second quarter dividend of US$1.35 announcedShareholders will receive a dividend of US$1.35. Ex-date: 19th August 2025 Payment date: 11th September 2025 Dividend yield will be 5.2%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (117% earnings payout ratio) nor is it adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 30% to bring the payout ratio under control. EPS is expected to grow by 77% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 06Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on September 11, 2025Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on September 11, 2025, to shareholders of record at the close of business on August 19, 2025.
お知らせ • Aug 01PGIM Announces $4.2 Billion Final Close of Middle Market Direct Lending FundPGIM announced the final close of PGIM Senior Loan Opportunities II, L.P. ("PSLO II"), the second commingled private credit fund available to unaffiliated investors in its middle market direct lending series. PSLO II closed with over $4.2 billion in available capital commitments, making it one of the larger middle market direct lending private credit fundraises year to date, and reflecting strong support from a global base of institutional investors. Building on the success of its predecessor, PSLO II will provide senior secured financing to middle market companies across North America, Europe, and Australia. The fund attracted commitments from a diverse group of institutional investors, including insurance companies, pension funds, and sovereign wealth funds. PSLO II's strategy focuses on delivering attractive risk-adjusted returns through a diversified portfolio of directly originated senior loans to both sponsored and non-sponsored issuers. The fund has already begun deploying capital, with a strong pipeline of opportunities and a well-developed investment portfolio.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$1.51 (vs US$3.30 in 2Q 2024)Second quarter 2025 results: EPS: US$1.51 (down from US$3.30 in 2Q 2024). Revenue: US$12.6b (down 16% from 2Q 2024). Net income: US$533.0m (down 55% from 2Q 2024). Profit margin: 4.2% (down from 8.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Prudential Financial Launches ActiveIncome Insurance Overlay, Delivering a New Category of Lifetime Income to Dimensional Managed AccountsPrudential Financial, Inc. announced the launch of ActiveIncome, a first-of-its-kind insurance overlay option now accessible through Dimensional Fund Advisors' unified managed accounts (UMA) platform. ActiveIncome expands access to retirement security by pioneering an innovative new category of lifetime income to managed accounts, using a contingent deferred annuity option to address the evolving needs of retirement investors who work with registered investment advisors (RIAs). Clients can stay invested, preserving liquidity and flexibility, while gaining the security of a seamless lifetime income stream that varies with investment performance, all without moving assets to an insurance provider. Prudential's ActiveIncome insurance overlay is accessible from the Dimensional UMA platform via the Dimensional Exchange LLC (FIDx) Insurance Overlay marketplace and supports all available investment options on the Dimensional UMA platform, including exchange-traded funds, mutual funds, separately managed accounts, and model strategies.
お知らせ • Jul 02Prudential Financial, Inc. to Report Q2, 2025 Results on Jul 30, 2025Prudential Financial, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • Jul 01Prudential Financial, Inc. Announces Board and Committee Changes, Effective June 30, 2025Prudential Financial, Inc. elected Thomas D. Stoddard as an independent director. The appointment of Mr. Stoddard is effective June 30, 2025. Mr. Stoddard has been appointed to the Audit Committee and Investment Committee. Stoddard brings to Prudential 35 years of experience in the financial services sector, spanning insurance, asset management, and investment banking. He recently retired as vice chairman of Global Investment Banking at Bank of America, where his responsibilities included the expansion of insurance advisory capabilities. Previously, he was the group chief financial officer at Athora Ltd., a European life insurance and pensions holding company founded by Apollo Global Management and domiciled in Bermuda. He also served as group CFO and a member of the board at Aviva plc, a publicly traded British multinational insurance and asset management company, from 2014 to 2019. Additionally, Stoddard advised various financial institutions as a senior advisor to McKinsey & Company and as a senior managing director at Blackstone, where he advised AIG on its rescue and restructuring during the global financial crisis. Before joining Blackstone, he served as managing partner at Barrett Ellman Stoddard Capital Partners, a private equity investment and advisory firm he co-founded. He spent his early career in investment banking and started as a corporate lawyer with Cravath, Swaine & Moore. He holds a JD from the University of Chicago Law School and a bachelor’s degree in economics from Swarthmore College, where he was a McCabe Scholar.
Declared Dividend • May 12First quarter dividend of US$1.35 announcedShareholders will receive a dividend of US$1.35. Ex-date: 20th May 2025 Payment date: 12th June 2025 Dividend yield will be 4.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (247% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 12, 2025Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on June 12, 2025, to shareholders of record at the close of business on May 20, 2025.
New Risk • May 04New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 247% Dividend yield: 5.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 01First quarter 2025 earnings released: EPS: US$1.99 (vs US$3.13 in 1Q 2024)First quarter 2025 results: EPS: US$1.99 (down from US$3.13 in 1Q 2024). Revenue: US$12.8b (down 45% from 1Q 2024). Net income: US$707.0m (down 37% from 1Q 2024). Profit margin: 5.5% (up from 4.8% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$93.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Insurance industry in the United Kingdom. Total loss to shareholders of 6.3% over the past three years.
お知らせ • Apr 03Prudential Financial, Inc. to Report Q1, 2025 Results on Apr 30, 2025Prudential Financial, Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025
お知らせ • Feb 26Prudential Advisors Announces Executive Changes, Effective March 31, 2025Prudential Advisors announced Pat Hynes has been named president of Prudential Advisors, where he will lead Prudential Financial, Inc.’s retail and advice arm. Hynes brings more than 25 years of strategic leadership experience in financial services. He currently serves as head of sales for Prudential Advisors, where he is responsible for business growth and oversees more than 20 firms across the country. Prior to that, Hynes served as president of Pruco Securities, where he successfully enhanced the experience of Prudential Advisors financial professionals and created an organization with strong standards and controls. Over his career he held various executive positions, including territory vice president and vice president of business development. Hynes’s appointment is effective March 31, 2025, and he will be reporting to Feeney. Hynes holds a bachelor’s degree from Iona College, a Juris Doctor from St. John’s University School of Law, and an MBA from NYU, Stern School of Business. Additionally he holds FINRA Series 7 and 24 licenses. Brad Hearn, current president of Prudential Advisors, has been named president and chief operating officer-elect of Prudential Holdings of Japan, also effective March 31, 2025.
お知らせ • Feb 24Prudential Financial, Inc., Annual General Meeting, May 13, 2025Prudential Financial, Inc., Annual General Meeting, May 13, 2025.
お知らせ • Feb 22Prudential Financial, Inc. Announces Management ChangesOn February 19, 2025, Douglas A. Scovanner, a member of the Board of Directors of Prudential Financial, Inc. notified the Board that he will not stand for reelection to the Board at the Company's next annual meeting of shareholders, to be held on May 13, 2025, at which time he will have served on the Board for more than 11 years. Mr. Scovanner is departing the Board for personal reasons and not due to any disagreement with the Company on any matter related to the Company's operations, policies or practices. On February 21, 2025, the Company announced that Robert Boyle, 59, has been appointed Senior Vice President, Controller and Principal Accounting Officer, effective April 7, 2025, succeeding Robert Axel. Mr. Boyle has been Vice President and Chief Financial Officer for Prudential's International Insurance Businesses since 2023. Previously, he served as Vice President and Chief Financial Officer of Prudential's Retirement Strategies business. Mr. Boyle joined the Company in 1998, prior to which he spent ten years with Deloitte & Touche.
お知らせ • Feb 21Prudential Launches OneLeave to Help Simplify and Improve the Workplace Leave ExperiencePrudential Financial, Inc. launched One leave, adding new absence and disability capabilities to help address the challenges of workplace leaves and the disruption it can create for both employers and employees. One leave unites Prudential's leave and disability management capabilities into a single easy-to-navigate experience to simplify the workplace absence experience for employees. One leave helps simplify the claims experience, with an event-based intake, a single claim number, and one point of contact for all leave types, including supplemental health benefits. Employees also have access to real-time information about their leaves online, over the phone, or by texting directly with their claims point of contact. To provide support for a smooth transition back to work, employees receive proactive support from expert resources including vocational rehab specialists, return-to-work experts, physicians, nurses, and more. To help employees better plan for their absence, One leave also features a new leave planning tool called One leave Explorer™?, powered by Penguin Benefits, a leading provider of technology that aims to demystify leave benefits. One leave Explorer helps employees quickly and effectively estimate leave and benefit entitlements, plus build personalized leave plans across short-term disability, company-sponsored leave options, and federal and state leave programs. Employers have access to an expanded suite of technology, consultative services and new employer capabilities through One leave. Employers get insights, analytics and support to minimize extended absences, as well as dedicated local teams to provide recommendations to develop programs that work for their organizations. This includes expert resources to navigate the increasingly complex state paid- leave landscape, ensuring effective and integrated solutions that work for their organizations.
お知らせ • Feb 11Prudential Financial, Inc. Announces Executive ChangesPrudential Financial, Inc. announced the appointment of Vicki Walia as Chief People Officer, effective March 31, 2025. Walia currently leads human resources for the company’s U.S. Businesses and PGIM, Prudential’s global asset management business. Walia succeeds Lucien Alziari, who will retire after serving as Prudential’s Chief Human Resources Officer for eight years. Walia brings to the role a breadth of experience in talent management and a commitment to Prudential’s people-centric culture. She first joined Prudential as Chief Talent and Capability Officer, overseeing talent and change management as well as teams focused on organizational effectiveness. Prior to Prudential, she held successive leadership roles in human resources, marketing, and digital strategy and innovation at Moody’s Analytics and AllianceBernstein. Walia will report to Sullivan, who will succeed Lowrey as CEO effective March 31, 2025.
Declared Dividend • Feb 10Fourth quarter dividend increased to US$1.35Dividend of US$1.35 is 3.8% higher than last year. Ex-date: 18th February 2025 Payment date: 13th March 2025 Dividend yield will be 4.7%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 05Prudential Financial, Inc. Declares Quarterly Dividend, Payable on March 13, 2025Prudential Financial, Inc. declared a quarterly dividend of $1.35 per share of Common Stock, payable on March 13, 2025, to shareholders of record as of February 18, 2025. This represents an increase of 4% over the prior year dividend level, the 17 consecutive year the dividend has been increased.
Reported Earnings • Feb 05Full year 2024 earnings released: EPS: US$7.66 (vs US$6.77 in FY 2023)Full year 2024 results: EPS: US$7.66 (up from US$6.77 in FY 2023). Revenue: US$65.3b (up 21% from FY 2023). Net income: US$2.73b (up 11% from FY 2023). Profit margin: 4.2% (down from 4.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 7.3%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 08+ 1 more updatePrudential Financial, Inc. to Report Q4, 2024 Results on Feb 04, 2025Prudential Financial, Inc. announced that they will report Q4, 2024 results After-Market on Feb 04, 2025
お知らせ • Dec 11Prudential Financial, Inc. (NYSE:PRU) announces an Equity Buyback for $1,000 million worth of its shares.Prudential Financial, Inc. (NYSE:PRU) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The program will be valid till December 31, 2025.
お知らせ • Dec 04+ 2 more updatesPrudential Financial, Inc. Announces CEO Changes, Effective March 31, 2025Prudential Financial, Inc. announced that the Board of Directors has appointed Andrew Sullivan as its next CEO, effective March 31, 2025. Sullivan, who currently serves as executive vice president and head of International Businesses and Global Investment Management, will succeed Charles F. Lowrey. Lowrey will remain as Executive Chairman of the Board for 18 months, working with the Board and supporting and advising Sullivan. As part of Prudential’s executive leadership team, Sullivan has played an important role in driving the company’s strategy. He currently oversees both the company’s International Insurance segment and PGIM, the firm’s $1.4 trillion global investment management business. Since joining the company in 2011, he has held successive leadership positions, including heading all of the firm’s U.S.-based businesses. Having successfully led Prudential’s U.S. Businesses since 2021, Caroline Feeney will expand her role to become Global Head of Insurance and Retirement, a newly created position overseeing Prudential’s market-leading domestic and international insurance and retirement businesses, effective March 31, 2025. Feeney and incoming head of PGIM Jacques Chappuis will both report to Sullivan in his role as CEO.
Recent Insider Transactions • Nov 11Chairman recently sold US$1.1m worth of stockOn the 7th of November, Charles Lowrey sold around 9k shares on-market at roughly US$127 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.
お知らせ • Nov 06Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on December 12, 2024Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.30 per share of Common Stock, payable on December 12, 2024, to shareholders of record at the close of business on November 19, 2024.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.24 (vs US$2.23 loss in 3Q 2023)Third quarter 2024 results: EPS: US$1.24 (up from US$2.23 loss in 3Q 2023). Revenue: US$18.4b (up 120% from 3Q 2023). Net income: US$443.0m (up US$1.25b from 3Q 2023). Profit margin: 2.4% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Oct 03Prudential Financial, Inc. to Report Q3, 2024 Results on Oct 30, 2024Prudential Financial, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Sep 20Prudential Financial, Inc. Introduces Stop Loss InsurancePrudential Financial, Inc. has introduced a Stop Loss Insurance product aimed at helping protect companies with self-funded employee medical plans against catastrophic medical claim payouts. With Stop Loss Insurance, employers can set a cap on their potential employee healthcare spend and transfer some of the claims volatility to The Prudential Insurance Company of America. Prudential's Stop Loss product suite is available to employers with self-funded medical and prescription drug plans that cover at least 100 employees. That includes Specific Stop Loss Insurance coverage for medical and prescription drug claims as well as Aggregate Stop Loss Insurance for medical, prescription drug, dental, vision, and short-term disability claims.
お知らせ • Aug 20Prudential Financial Launches Momentum IUL, A New Life Insurance Product with Power to Adapt to Life's ChangesPrudential Financial, Inc., has launched Prudential Momentum IUL, a new indexed universal life product issued by Pruco Life Insurance Company and Pruco Life Insurance Company of New Jersey (in NY) that provides the financial resiliency in growth and protection that customers need to withstand changing life events. Momentum IUL offers a variety of indexed account options, based on the well-known S&P 500 or Nasdaq 100 indices, for the potential to accumulate tax-advantaged cash value, along with full downside market protection to manage market risk. It also introduces the choice of segment durations, including one-year capped or uncapped options and Prudential's first-to-market six-month option. With flexibility in mind, customers can make changes as their needs evolve and can access the cash value for any purpose, including supplementing retirement income. The solution allows for designing and adapting a policy to help meet protection needs with options to grow the value of the death benefit, a no-lapse guarantee, along with optional riders for chronic and terminal illnesses, disability, accelerated death benefit, and more. Designed to help meet customers' evolving financial needs, Momentum IUL provides a strong foundation to help protect what's most important to customers, while empowering them to adapt to life's changes.
Declared Dividend • Aug 11Second quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 20th August 2024 Payment date: 12th September 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 07Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on September 12, 2024Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.30 per share of Common Stock, payable on September 12, 2024, to shareholders of record at the close of business on August 20, 2024.
Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: US$3.30 (vs US$1.42 in 2Q 2023)Second quarter 2024 results: EPS: US$3.30 (up from US$1.42 in 2Q 2023). Revenue: US$13.7b (up 22% from 2Q 2023). Net income: US$1.18b (up 129% from 2Q 2023). Profit margin: 8.7% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 9.6% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jul 01Prudential Financial, Inc. Elects Carmine Di Sibio as Independent Director and Audit CommitteePrudential Financial, Inc. announced that Carmine Di Sibio has been elected to the Board of Directors as an independent director, effective July 1, 2024. He will serve on the Board’s Audit Committee. Di Sibio recently retired as global chairman and chief executive of EY, one of the world’s largest professional services organizations. He led EY’s global strategy, through which the organization invested more than $10 billion in technology, solutions and EY people over the last five years. Additionally, he spearheaded its innovation efforts into new and emerging fields through acquisitions and alliances. At EY, Di Sibio previously served as global managing partner, Client Services. Prior to that, he held several global operating and leadership positions, including chair of the Global Financial Services Markets Executive and regional managing partner for the Americas Financial Services Organization. Since joining EY in 1985, he has served as an Advisory and Assurance partner for many financial services accounts. Di Sibio serves as a member of the board of PayPal, a digital payments technology platform, and Focusing Capital on the Long Term (FCLT), a nonprofit organization that encourages long-term behaviors in business and investment decision-making. He is also a member of the World Economic Forum’s International Business council. He earned an MBA from New York University’s Stern School of Business and a B.A. in chemistry from Colgate University.
お知らせ • May 16Prudential Financial, Inc. to Report Q2, 2024 Results on Aug 01, 2024Prudential Financial, Inc. announced that they will report Q2, 2024 results at 4:15 PM, US Eastern Standard Time on Aug 01, 2024
お知らせ • May 14Prudential Financial, Inc. Appoints Andrew Yorks as Head of Global Investment Strategy, Effective July 15, 2024Prudential Financial, Inc. announced that Andrew Yorks will join the company as head of Global Investment Strategy, effective July 15. Yorks will report to Tim Schmidt, senior vice president and chief investment officer. Yorks will be responsible for developing investment plans and ALM strategies for Prudential’s general account. He will also have responsibility for identifying and assessing new investment opportunities and monitoring overall portfolio risks, and will serve as the key liaison with PGIM asset management units and corporate functions. Currently, Yorks is chief investment officer at Resolution Life U.S. where he is responsible for the overall management of the company’s investment portfolio and for setting the overall strategic direction of the company, including growth through mergers and acquisitions. Additionally, he plays an important role in developing Resolution Life Group’s investment strategy and process. Prior to Resolution Life U.S., Yorks was senior vice president, head of alternatives and private debt strategies at Lincoln Financial Group, where he oversaw $18 billion of private equity, hedge fund, and private debt strategies across 20 manager relationships for Lincoln’s general account. He has also held leadership positions at several asset managers including BlackRock and Alliance Capital.
Declared Dividend • May 12First quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 20th May 2024 Payment date: 13th June 2024 Dividend yield will be 4.3%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08Prudential Financial, Inc. Declares Quarterly Dividend on Common Stock, Payable on June 13, 2024Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.30 per share of Common Stock, payable on June 13, 2024, to shareholders of record at the close of business on May 21, 2024.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$3.17 (vs US$3.94 in 1Q 2023)First quarter 2024 results: EPS: US$3.17 (down from US$3.94 in 1Q 2023). Revenue: US$21.6b (up 27% from 1Q 2023). Net income: US$1.14b (down 21% from 1Q 2023). Profit margin: 5.3% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.0% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Apr 05Grupo ST S.A. entered into an agreement to acquire Prudential Seguros, S.A. from Prudential Financial, Inc. (NYSE:PRU).Grupo ST S.A. entered into an agreement to acquire Prudential Seguros, S.A. from Prudential Financial, Inc. (NYSE:PRU) on April 3, 2024. Financial terms were not disclosed.
お知らせ • Mar 29Prudential Financial, Inc., Annual General Meeting, May 14, 2024Prudential Financial, Inc., Annual General Meeting, May 14, 2024, at 14:00 US Eastern Standard Time. Location: Prudential Financial’s office located at 751 Broad Street Newark New Jersey United States Agenda: To consider Election of ten directors named in the Proxy Statement; to consider Ratification of appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024; to consider Advisory vote to approve named executive officer compensation; to consider Shareholder proposal regarding an independent board chairman; and to consider Shareholders also will act on such other business as may properly come before the meeting or any adjournment or postponement thereof.
Recent Insider Transactions • Mar 14Insider recently sold US$1.2m worth of stockOn the 11th of March, Caroline Feeney sold around 11k shares on-market at roughly US$111 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.9m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
お知らせ • Mar 05Prudential Financial, Inc. to Report Q1, 2024 Results on Apr 30, 2024Prudential Financial, Inc. announced that they will report Q1, 2024 results at 4:15 PM, US Eastern Standard Time on Apr 30, 2024
Recent Insider Transactions • Feb 28Executive VP & CFO recently sold US$4.9m worth of stockOn the 23rd of February, Kenneth Tanji sold around 45k shares on-market at roughly US$109 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months.
Declared Dividend • Feb 11Fourth quarter dividend increased to US$1.30Dividend of US$1.30 is 4.0% higher than last year. Ex-date: 16th February 2024 Payment date: 14th March 2024 Dividend yield will be 4.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 08Prudential Financial, Inc. Announces Executive ChangesPrudential Financial, Inc. announced that Mike Estep, head of product for group insurance, will succeed Yanela Frias as president of its group insurance business. Frias will become the CFO of Prudential. Estep as president of group insurance will report to Caroline Feeney, head of Prudential's US businesses. Since joining the firm as head of product for group insurance in 2022, Estep has led all aspects of product strategy. This includes the development of a strategic roadmap for the firm's current and future product portfolio with a focus on customer relevancy and sustainable, profitable growth. Jess Gillespie will succeed Estep as head of product for group insurance.
Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$6.89 (vs US$3.93 loss in FY 2022)Full year 2023 results: EPS: US$6.89 (up from US$3.93 loss in FY 2022). Revenue: US$48.5b (down 17% from FY 2022). Net income: US$2.49b (up US$3.95b from FY 2022). Profit margin: 5.1% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 07+ 2 more updatesPrudential Financial, Inc. Announces CFO ChangesPrudential Financial, Inc. announced that Yanela Frias, president of Group Insurance, has been appointed executive vice president and CFO, effective March 15, 2024, succeeding Ken Tanji. Frias will join the executive leadership team as an executive officer and report to Robert Falzon, vice chair of Prudential. Tanji will remain with the company through Sept. 30, 2024, to ensure a smooth transition. Over her nearly three-decade career with Prudential, Frias has held a number of senior leadership positions across finance, operations, and Prudential’s Insurance and Retirement businesses. Prior to being appointed president of Group Insurance in 2021, Frias served as president of Prudential Retirement. Previously, she led the Investment & Pension Solutions business within Prudential Retirement where she was responsible for several businesses, including Pension Risk Transfer and International Reinsurance, and related institutional product innovation efforts domestically and internationally. Prior to this, Frias spent nearly 20 years in a variety of finance roles of increasing responsibility, including assistant treasurer for Prudential Financial, CFO for Individual Life Insurance, and CFO for Annuities. Frias earned a bachelor’s degree in accounting and an MBA in finance from Rutgers University. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Kathy Murphy was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 14Prudential Financial, Inc. to Report Q4, 2023 Results on Feb 06, 2024Prudential Financial, Inc. announced that they will report Q4, 2023 results at 4:15 PM, US Eastern Standard Time on Feb 06, 2024
お知らせ • Dec 12Prudential Financial, Inc. (NYSE:PRU) announces an Equity Buyback for $1,000 million worth of its shares.Prudential Financial, Inc. (NYSE:PRU) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The program will be valid till December 31, 2024.
お知らせ • Nov 09Wood Partners and PGIM Real Estate Unveils Grand Opening of Exceptional New Residential Community in RaleighWood Partners and PGIM Real Estate announced the grand opening of Alta Town Center, located in Raleigh, North Carolina. The community's grand opening celebration, complete with a ribbon- cutting ceremony, is set for June 27. Located at 6501 Town Center Drive, in one of Raleigh's fastest growing areas, Alta Town Center offers convenient proximity to both I-540 and Capital Boulevard. This advantageous location allows residents to effortlessly explore the vibrant Triangle area, making travel and commuting a breeze. Residents will also have access to a diverse selection of retail and dining choices in close proximity to the property, such as Triangle Town Center Mall, Poyner Place, and Plantation Point. The ongoing development in the area also presents abundant job prospects, with prominent companies like IBM, Red Hat, and Duke University just a short drive away. Alta Town Center offers 336 apartment homes comprised of one-, two- and three-bedroom floor plans. Each home at affordable price points will showcase elegant urban touches and luxurious details, such as stainless-steel appliances and stylish chrome faucets and accents, granite countertops, tile backsplashes, in-unit washer and dryer sets, and exceptional wood-style flooring. Alta Town Center caters to residents with a wide range of attractive community amenities, including a saltwater pool with poolside cabanas, outdoor grilling and lounge areas, outdoor fitness equipment, and an on-site pet park and pet spa. Inside the community club house, residents will have access to a 24-hour fitness center, coworking spaces, and plenty of space to mingle and socialize with fellow community members in the welcoming hospitality bar and game room. PGIM Real Estate invested in Alta Town Center through Impact Value Partners (IVP), its private equity impact fund that guests in affordable housing and transformative development in the U.S.
お知らせ • Nov 08Prudential Financial Declares Quarterly Dividend, Payable on December 14, 2023Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.25 per share of Common Stock, payable on December 14, 2023, to shareholders of record at the close of business on November 21, 2023.
Reported Earnings • Nov 03Third quarter 2023 earnings released: US$2.23 loss per share (vs US$0.78 loss in 3Q 2022)Third quarter 2023 results: US$2.23 loss per share (further deteriorated from US$0.78 loss in 3Q 2022). Revenue: US$8.35b (down 59% from 3Q 2022). Net loss: US$802.0m (loss widened 177% from 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 32% growth forecast for the Insurance industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Oct 11PGIM, Global Investment Management Business of Prudential Financial, Inc., Announces Enhancements to Target Date FundsPGIM, the $1.27 trillion global investment management business of Prudential Financial, Inc., has announced plans to enhance its suite of target date funds (TDFs) to better serve shareholders, including defined contribution (DC) plan participants, and their retirement outcomes. Primary enhancements to the suite of mutual funds and collective investment trusts (CITs) include: New name: Currently branded as the Prudential Day One Funds, the funds will be renamed the PGIM Target Date Funds. Lower fees: PGIM is lowering the net expense ratio for the target date mutual funds from 0.40% to 0.25%. In addition, the expense ratio for the institutional share class of the CITs is expected to drop from 0.34% to 0.19%. Adjustments to underlying investments: PGIM will replace select underlying actively managed equity strategies with passively managed equity strategies. This move allows PGIM to offer a thoughtful blend of active and passive management to keep investment expenses low, while providing the ability to add value and mitigate risks with active management. The overarching investment objective and glidepath of the TDFs will remain the same, and their performance profile is not expected to change. These enhancements will become effective on or around Dec. 11, 2023. PGIM Target Date Funds: Designed to help achieve successful retirement outcomes. PGIM's TDF glidepath is designed to combat three of the greatest risks participants face during their lifetime. To address these risks, the funds take a differentiated investment approach versus comparable TDFs, with: Higher-than-average exposure to growth assets earlier in the accumulation stage, Lower-than-average equity exposure around retirement, An increased allocation to asset classes like TIPS, commodities and real estate during the retirement years, which have historically performed well during inflationary periods. The enhancements to the target date funds come on the heels of a new initiative from PGIM DC Solutions -- PGIM RetireWell™? Solutions, which is focused on helping DC plan participants achieve better retirement outcomes through holistic advice and guidance. In addition to the firm's target date funds and financial wellness offerings, PGIM RetireWell Solutions will also include retirement income strategies and managed accounts powered by PGIM's proprietary advice engine. The goal of PGIM RetireWell Solutions is ultimately to help American workers achieve their saving and spending goals both before and into retirement.
お知らせ • Sep 08Prudential Financial, Inc. Elects Kathleen Murphy to Board of Directors, Effective September 11, 2023Prudential Financial, Inc. announced that Kathleen Murphy has been elected to the Board of Directors as an independent director, effective September 11, 2023. Ms. Murphy has been appointed to the Investment Committee. Murphy brings to Prudential her extensive experience in the financial services and wealth management sectors, most notably at Fidelity Investments, where she recently retired. She was president of Fidelity’s Personal Investing business from 2009 to 2021. During this time, she led the strategic expansion of the business, resulting in growth in client assets from $850 billion to $4.4 trillion, as well as its digital transformation. Murphy also led Fidelity’s life insurance and annuities business, workplace savings business for tax-exempt organizations and firm-wide brand, advertising, artificial intelligence and digital design programs. She served as a senior adviser to the CEO before fully retiring. Prior to joining Fidelity, Murphy was CEO of ING U.S. Wealth Management, leading its defined contribution, defined benefit, retirement solutions, annuities and ING Advisors Network businesses. She began her career at Aetna, where she held various legal and government affairs roles, including general counsel and chief compliance officer of Aetna Financial Services. Murphy brings a diverse array of prior board experience to Prudential, including board positions at the Financial Industry Regulatory Authority, the Markle Foundation and the National Football Foundation. She holds a JD from the University of Connecticut and a bachelor’s degree in economics and political science from Fairfield University.
お知らせ • Aug 09Prudential Financial, Inc. Declares Quarterly Dividend, Payable on September 14, 2023Prudential Financial, Inc. announced the declaration of a quarterly dividend of $1.25 per share of Common Stock, payable on September 14, 2023, to shareholders of record at the close of business on August 22, 2023.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.40 (vs US$1.53 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.40 (up from US$1.53 loss in 2Q 2022). Revenue: US$11.9b (up 5.3% from 2Q 2022). Net income: US$511.0m (up US$1.08b from 2Q 2022). Profit margin: 4.3% (up from net loss in 2Q 2022). Revenue is expected to decline by 4.9% p.a. on average during the next 3 years, while revenues in the Insurance industry in the United Kingdom are expected to grow by 39%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Jun 16Prudential Financial, Inc. Announces Executive AppointmentsPrudential Financial, Inc. announced that it has appointed Nandini Mongia, currently senior vice president and treasurer, as president of Prudential Open-Architecture Solutions, effective June 19, 2023. She will report to the company’s chairman and CEO, Charles Lowrey. In this new role, Mongia will lead the creation of an open-architecture platform, managing the supply and demand of asset and liability origination and overseeing Prudential’s reinsurance entities and third-party strategic relationships. This new business will focus on expanding Prudential’s access to serve clients through both proprietary and non-proprietary products and services. Mark Finkelstein, senior vice president, Finance, will expand his responsibilities and oversee Prudential’s Treasury department, in addition to serving as chief financial officer of U.S. Businesses and PGIM. Mongia has been Prudential’s treasurer since December 2018, after serving as CFO of Prudential Retirement. Prior to joining Prudential in 2017, Mongia was an investment banker at firms including Deutsche Bank, Credit Suisse, and Lehman Brothers, and previously served in business planning and management consulting roles.
お知らせ • Jun 07Saybrus Partners, Inc. entered into an agreement to acquire Prudential Life Distributors from Prudential Financial, Inc. (NYSE:PRU).Saybrus Partners, Inc. entered into an agreement to acquire Prudential Life Distributors from Prudential Financial, Inc. (NYSE:PRU) on June 6, 2023.
