(PRU) Prudential Financial - NYSE

Sector: Financial Services | Industry: Insurance - Life | Exchange: NYSE (USA) | Market Cap: 37.751m USD | Total Return: 6.4% in 12m

Investment Management, Annuities, Life Insurance, Group Benefits
Total Rating 30
Safety 20
Buy Signal -0.45
Insurance - Life
Industry Rotation: -4.9
Market Cap: 37.8B
Avg Turnover: 193M
Risk 3d forecast
Volatility22.6%
VaR 5th Pctl4.12%
VaR vs Median11.0%
Reward TTM
Sharpe Ratio0.26
Rel. Str. IBD42.1
Rel. Str. Peer Group35.7
Character TTM
Beta0.860
Beta Downside1.050
Hurst Exponent0.388
Drawdowns 3y
Max DD25.66%
CAGR/Max DD0.54
CAGR/Mean DD1.53
EPS (Earnings per Share) EPS (Earnings per Share) of PRU over the last years for every Quarter: "2021-06": 3.79, "2021-09": 3.78, "2021-12": 3.18, "2022-03": 3.17, "2022-06": 1.74, "2022-09": 2.13, "2022-12": 2.42, "2023-03": 2.66, "2023-06": 2.94, "2023-09": 3.44, "2023-12": 2.58, "2024-03": 3.12, "2024-06": 3.39, "2024-09": 3.48, "2024-12": 2.96, "2025-03": 3.29, "2025-06": 3.58, "2025-09": 4.01, "2025-12": 3.3, "2026-03": 3.61,
EPS CAGR: 11.40%
EPS Trend: 96.4%
Last SUE: 2.44
Qual. Beats: 1
Revenue Revenue of PRU over the last years for every Quarter: 2021-06: 15917, 2021-09: 21598, 2021-12: 16326, 2022-03: 12297, 2022-06: 11424, 2022-09: 20147, 2022-12: 11911, 2023-03: 15548, 2023-06: 13518, 2023-09: 8442, 2023-12: 15242, 2024-03: 23562, 2024-06: 14935, 2024-09: 19533, 2024-12: 12645, 2025-03: 13537, 2025-06: 13804, 2025-09: 17950, 2025-12: 15676, 2026-03: 15526,
Rev. CAGR: 3.79%
Rev. Trend: 31.4%
Last SUE: 0.43
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: PRU Prudential Financial

Prudential Financial, Inc. (NYSE: PRU) is a large-cap U.S. financial services company founded in 1875 and headquartered in Newark, New Jersey. Operating in the Life & Health Insurance sub-industry, Prudential provides insurance, retirement, and investment products and services to both individual and institutional customers across the United States, Japan, and other international markets through five reportable segments: PGIM (asset management), Retirement Strategies, Group Insurance, Individual Life, and International Businesses.

The companys business model spans the insurance value chain-from product development and underwriting through distribution and investment management. PGIM provides institutional and retail investment solutions across public fixed income, equities, real estate, private credit, and alternatives, while the other segments focus on life insurance, annuities, group disability, supplemental health, and retirement products distributed through proprietary networks, financial professionals, and third-party partnerships.

Headlines to Watch Out For
  • Japan life insurance margins and yen exposure lift International segment
  • PGIM asset management fees fluctuate with equity and credit markets
  • Retirement Strategies spread income expands on higher interest rates
Piotroski VR-10 (Strict) 3.5
Net Income: 3.47b TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA 0.26 > 1.0
NWC/Revenue: -350.6% < 20% (prev -150.0%; Δ -200.6% < -1%)
CFO/TA 0.01 > 3% & CFO 9.79b > Net Income 3.47b
Net Debt (38.0m) to EBITDA (4.90b): 0.01 < 3
Current Ratio: 0.11 > 1.5 & < 3
Outstanding Shares: last quarter (349.4m) vs 12m ago -1.88% < -2%
Gross Margin: 32.90% > 18% (prev 27.05%; Δ 5.85% > 0.5%)
Asset Turnover: 8.37% > 50% (prev 8.20%; Δ 0.16% > 0%)
Interest Coverage Ratio: 2.12 > 6 (EBIT TTM 4.47b / Interest Expense TTM 2.11b)
Altman Z'' -1.66
A: -0.29 (Total Current Assets 26.5b - Total Current Liabilities 247b) / Total Assets 765b
B: 0.05 (Retained Earnings 34.9b / Total Assets 765b)
C: 0.01 (EBIT TTM 4.47b / Avg Total Assets 752b)
D: 0.04 (Book Value of Equity 32.0b / Total Liabilities 730b)
Altman-Z'' = -1.66 = D
Beneish M -3.80
DSRI: 0.10 (Receivables 3.63b/47.7b, Revenue 63.0b/60.6b)
GMI: 0.82 (GM 27.05% / 32.90%)
AQI: 1.17 (AQ_t 0.96 / AQ_t-1 0.82)
SGI: 1.04 (Revenue 63.0b / 60.6b)
TATA: -0.01 (NI 3.47b - CFO 9.79b) / TA 765b)
Beneish M = -3.80 (Cap -4..+1) = AAA
What is the price of PRU shares?

As of June 22, 2026, the stock is trading at USD 106.53 with a total of 3,583,000 shares traded.
Over the past week, the price has changed by +0.02%, over one month by +3.61%, over three months by +14.54% and over the past year by +6.38%.

Is PRU a buy, sell or hold?

Prudential Financial has received a consensus analysts rating of 2.72. Therefore, it is recommended to hold PRU.

  • StrongBuy: 1
  • Buy: 0
  • Hold: 13
  • Sell: 1
  • StrongSell: 3

What are the forecasts/targets for the PRU price?
Analysts Target Price 100.5 -5.7%
Prudential Financial (PRU) - Fundamental Data Overview as of 16 June 2026
Market Cap USD = 37.8b (37.8b USD * 1.0 USD.USD)
P/E Trailing = 11.1936
P/E Forward = 10.6157
P/S = 0.5965
P/B = 1.1786
P/EG = 1.1796
Revenue TTM = 63.0b USD
EBIT TTM = 4.47b USD
EBITDA TTM = 4.90b USD
Long Term Debt = 21.9b USD (from longTermDebt, last quarter)
Short Term Debt = 946.0m USD (from shortTermDebt, last quarter)
Debt = 22.9b USD (corrected: LT Debt 21.9b + ST Debt 946.0m)
Net Debt = 38.0m USD (calculated: Debt 22.9b - CCE 22.9b)
Enterprise Value = 37.8b USD (37.8b + Debt 22.9b - CCE 22.9b)
Interest Coverage Ratio = 2.12 (Ebit TTM 4.47b / Interest Expense TTM 2.11b)
EV/FCF = 8.71x (Enterprise Value 37.8b / FCF TTM 4.34b)
FCF Yield = 11.48% (FCF TTM 4.34b / Enterprise Value 37.8b)
FCF Margin = 6.89% (FCF TTM 4.34b / Revenue TTM 63.0b)
Net Margin = 5.51% (Net Income TTM 3.47b / Revenue TTM 63.0b)
Gross Margin = 32.90% ((Revenue TTM 63.0b - Cost of Revenue TTM 42.2b) / Revenue TTM)
Gross Margin QoQ = 38.60% (prev 31.46%)
Tobins Q-Ratio = 0.05 (Enterprise Value 37.8b / Total Assets 765b)
Interest Expense / Debt = 9.23% (Interest Expense 2.11b / Debt 22.9b)
Taxrate = 21.33% (975.0m / 4.57b)
NOPAT = 3.51b (EBIT 4.47b * (1 - 21.33%))
Current Ratio = 0.10 (Total Current Assets 26.5b / Total Current Liabilities 266b)
Debt / Equity = 0.72 (Debt 22.9b / totalStockholderEquity, last quarter 32.0b)
Debt / EBITDA = 0.01 (Net Debt 38.0m / EBITDA 4.90b)
Debt / FCF = 0.01 (Net Debt 38.0m / FCF TTM 4.34b)
Total Stockholder Equity = 31.8b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.46% (Net Income 3.47b / Total Assets 765b)
RoE = 10.91% (Net Income TTM 3.47b / Total Stockholder Equity 31.8b)
RoCE = 8.32% (EBIT 4.47b / Capital Employed (Equity 31.8b + L.T.Debt 21.9b))
RoIC = 0.46% (NOPAT 3.51b / Invested Capital 762b)
WACC = 8.35% (E(37.8b)/V(60.6b) * Re(9.01%) + D(22.9b)/V(60.6b) * Rd(9.23%) * (1-Tc(0.21)))
Discount Rate = 9.01% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -98.88 | Cagr: -1.44%
[DCF] Terminal Value 77.97% ; FCFF base≈3.51b ; Y1≈4.02b ; Y5≈5.92b
[DCF] Fair Price = 256.3 (EV 89.1b - Net Debt 38.0m = Equity 89.0b / Shares 347.3m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 96.45 | EPS CAGR: 11.40% | SUE: 2.44 | # QB: 1
Revenue Correlation: 31.41 | Revenue CAGR: 3.79% | SUE: 0.43 | # QB: 0
EPS current Quarter (2026-06-30): EPS=3.35 | Chg30d=-0.01% | Revisions=-29% | Analysts=14
EPS next Quarter (2026-09-30): EPS=3.48 | Chg30d=-0.36% | Revisions=-50% | Analysts=14
EPS current Year (2026-12-31): EPS=13.74 | Chg30d=+1.15% | Revisions=+43% | GrowthEPS=-4.8% | GrowthRev=+2.0%
EPS next Year (2027-12-31): EPS=14.54 | Chg30d=-0.71% | Revisions=-25% | GrowthEPS=+5.8% | GrowthRev=+0.9%
[Analyst] Revisions Ratio: -50%