Last 7 days
-5.6%
Last 30 days
-21.1%
Last 90 days
-22.1%
Trailing 12 Months
-32.6%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MET | 42.3B | 69.9B | -23.30% | -20.83% | 16.68 | 0.61 | -1.66% | -61.26% |
PRU | 38.7B | 60.0B | -21.12% | -32.57% | 125.56 | 0.61 | -15.34% | -118.62% |
TRV | 38.3B | 36.9B | -11.40% | -9.04% | 13.47 | 1.04 | 5.94% | -22.39% |
RE | 24.1B | 12.1B | -9.20% | 18.91% | 40.37 | 2 | 1.63% | -56.71% |
ATH | 17.0B | 7.6B | - | - | -9.57 | 0.74 | -71.04% | -207.85% |
GL | 11.2B | 5.2B | -11.45% | 6.68% | 15.18 | 2.15 | 2.00% | -0.71% |
MID-CAP | ||||||||
PRI | 6.0B | 2.7B | -2.33% | 23.20% | 16.04 | 2.2 | 0.38% | -0.09% |
LNC | 3.5B | 18.8B | -35.95% | -67.83% | -1.57 | 0.19 | -2.32% | -258.51% |
AEL | 3.0B | 1.4B | -13.79% | -10.97% | 2.45 | 2.12 | -61.63% | 157.59% |
BHF | 2.8B | 8.5B | -27.13% | -20.78% | 565.21 | 0.33 | 18.64% | 104.63% |
GNW | 2.4B | 7.5B | -20.83% | 27.35% | 3.86 | 0.31 | -4.15% | -32.63% |
SMALL-CAP | ||||||||
VERY | 116.0M | 101.8M | 5.64% | 57.38% | -6.85 | 1.14 | -19.68% | 11.97% |
AAME | 50.7M | 192.4M | 3.75% | -12.01% | 16.13 | 0.26 | -8.30% | -76.65% |
NSEC | 41.4M | 66.1M | 0.80% | 56.55% | -121.51 | 0.63 | -2.59% | 95.15% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | -4.9% | 60,050 | 63,140 | 64,301 | 67,197 | 70,934 |
Operating Expenses | -83.0% | 3,608 | 21,235 | - | - | - |
S&GA Expenses | -2.4% | 12,493 | 12,801 | 13,129 | 13,478 | 13,582 |
EBITDA | -101.9% | -56.00 | 2,915 | 6,044 | 9,585 | - |
EBITDA Margin | 99.9% | 0.00* | -1.27* | 0.09* | 0.14* | - |
Earnings Before Taxes | -646.5% | -1,776 | 325 | 2,568 | 5,852 | 9,381 |
EBT Margin | -674.6% | -0.03* | 0.01* | -1.12* | 0.09* | - |
Interest Expenses | 8.0% | 1,596 | 1,478 | - | - | - |
Net Income | -566.9% | -1,438 | 308 | 2,122 | 4,877 | 7,724 |
Net Income Margin | -590.9% | -0.02* | 0.00* | -0.93* | 0.07* | - |
Free Cahsflow | -43.4% | 5,158 | 9,113 | 10,252 | 13,110 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 1.8% | 689,917 | 677,756 | 695,599 | 878,066 | 937,582 |
Cash Equivalents | -14.2% | 17,251 | 20,104 | 14,359 | 14,086 | 12,888 |
Liabilities | 1.8% | 672,709 | 660,576 | 666,681 | 833,388 | 874,974 |
LT Debt, Non Current | 0.1% | 19,908 | 19,898 | 19,612 | 19,689 | 18,622 |
Shareholder's Equity | -1.5% | 16,250 | 16,502 | 28,918 | 44,678 | 61,876 |
Retained Earnings | -2.9% | 33,392 | 34,399 | 35,137 | 36,159 | 36,652 |
Additional Paid-In Capital | 0.2% | 25,747 | 25,707 | 25,661 | 25,659 | 25,732 |
Minority Interest | 41.3% | 958 | 678 | 683 | 700 | 732 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | -43.4% | 5,158 | 9,113 | 10,252 | 13,110 | 9,812 |
Cashflow From Investing | 25.1% | -7,638 | -10,201 | -11,744 | -11,323 | -5,342 |
Cashflow From Financing | 7.4% | 4,933 | 4,591 | 1,120 | -1,915 | -3,011 |
Dividend Payments | 0.3% | 1,817 | 1,811 | 1,809 | 1,809 | 1,814 |
Buy Backs | -1.8% | 1,488 | 1,516 | 2,000 | 2,505 | 2,500 |
73.5%
23.1%
19.2%
Y-axis is the maximum loss one would have experienced if Prudential Financial was unfortunately bought at previous high price.
6.5%
5.6%
-0.7%
23.5%
FIve years rolling returns for Prudential Financial.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | added | 15.75 | 388,630 | 1,528,630 | 0.04% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -13.92 | -133,348 | 69,354,700 | 0.08% |
2023-03-08 | Capital Asset Advisory Services LLC | reduced | -14.02 | 27,565 | 801,565 | 0.06% |
2023-03-07 | Great Lakes Retirement, Inc. | new | - | 622,285 | 622,285 | 0.16% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -7.91 | 1,891,000 | 29,757,000 | 0.15% |
2023-03-03 | TIAA, FSB | reduced | -3.63 | 41,437 | 398,437 | -% |
2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | unchanged | - | 4,811 | 34,811 | 0.02% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 61,168 | 61,168 | -% |
2023-03-01 | Regal Investment Advisors LLC | added | 25.99 | 131,493 | 418,493 | 0.04% |
2023-02-28 | Voya Investment Management LLC | added | 1.00 | 1,932,370 | 13,230,400 | 0.02% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 8.59% | 31,611,999 | SC 13G/A | |
Jan 25, 2023 | blackrock inc. | 9.0% | 33,259,797 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 8.4% | 31,718,312 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.00% | 31,668,435 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 8.3% | 32,986,506 | SC 13G/A | |
Feb 12, 2020 | vanguard group inc | 8.25% | 33,168,857 | SC 13G/A | |
Feb 05, 2020 | blackrock inc. | 7.9% | 31,743,594 | SC 13G/A | |
Jan 27, 2020 | wellington management group llp | 4.98% | 20,016,489 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 23, 2023 | ARS | ARS | |
Mar 23, 2023 | DEF 14A | DEF 14A | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading | |
Mar 20, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-03 | SULLIVAN ANDREW F | sold | -409,299 | 99.2 | -4,126 | executive vice president |
2023-02-28 | Feeney Caroline | acquired | - | - | 3,944 | executive vice president |
2023-02-28 | TANJI KENNETH | acquired | - | - | 6,156 | evp and cfo |
2023-02-28 | SCHMIDT TIMOTHY L | acquired | - | - | 3,489 | senior vice president |
2023-02-28 | Axel Robert | sold (taxes) | -50,200 | 100 | -502 | svp and controller |
2023-02-28 | Axel Robert | acquired | - | - | 1,437 | svp and controller |
2023-02-28 | FALZON ROBERT | sold (taxes) | -781,900 | 100 | -7,819 | evp and vice chairman |
2023-02-28 | KAPPLER ANN M | acquired | - | - | 3,439 | evp and general counsel |
2023-02-28 | Woods Candace | acquired | - | - | 1,129 | senior vice president |
2023-02-28 | Lowrey Charles F | acquired | - | - | 20,149 | chief executive officer |
Consolidated Statements of Operations - USD ($) $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
REVENUES | |||
Premiums | $ 38,019 | $ 34,827 | $ 31,140 |
Policy charges and fee income | 5,574 | 5,944 | 6,029 |
Net investment income | 16,037 | 18,287 | 17,410 |
Asset management and service fees | 4,062 | 4,901 | 4,391 |
Other income (loss) | (273) | 2,951 | 1,950 |
Realized investment gains (losses), net | (3,369) | 4,024 | (3,887) |
Total revenues | 60,050 | 70,934 | 57,033 |
BENEFITS AND EXPENSES | |||
Policyholders’ benefits | 43,487 | 38,458 | 35,059 |
Interest credited to policyholders’ account balances | 2,316 | 3,482 | 4,538 |
Dividends to policyholders | 198 | 2,874 | 1,625 |
Amortization of deferred policy acquisition costs | 2,429 | 2,097 | 2,221 |
Goodwill impairment | 903 | 1,060 | 0 |
General and administrative expenses | 12,493 | 13,582 | 13,913 |
Total benefits and expenses | 61,826 | 61,553 | 57,356 |
Income (loss) before income taxes and equity in earnings of operating joint ventures | (1,776) | 9,381 | (323) |
Total income tax expense (benefit) | (370) | 1,674 | (81) |
INCOME (LOSS) BEFORE EQUITY IN EARNINGS OF OPERATING JOINT VENTURES | (1,406) | 7,707 | (242) |
Equity in earnings of operating joint ventures, net of taxes | (56) | 87 | 96 |
NET INCOME (LOSS) | (1,462) | 7,794 | (146) |
Less: Income (loss) attributable to noncontrolling interests | (24) | 70 | 228 |
NET INCOME (LOSS) ATTRIBUTABLE TO PRUDENTIAL FINANCIAL, INC. | $ (1,438) | $ 7,724 | $ (374) |
Basic earnings per share-Common Stock: | |||
Net income (loss) attributable to Prudential Financial, Inc. (in dollars per share) | $ (3.93) | $ 19.65 | $ (1.00) |
Diluted earnings per share-Common Stock: | |||
Net income (loss) attributable to Prudential Financial, Inc. (in dollars per share) | (3.93) | 19.51 | (1.00) |
Dividends declared per share of Common Stock (in dollars per share) | $ 4.80 | $ 4.60 | $ 4.40 |
Consolidated Statements of Financial Position - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 | |||||
---|---|---|---|---|---|---|---|
ASSETS | |||||||
Fixed maturities, available-for-sale, at fair value (allowance for credit losses: 2022-$138; 2021-$114) (amortized cost: 2022-$335,447; 2021-$333,459)(1) | [1] | $ 307,719 | $ 372,410 | ||||
Fixed maturities, held-to-maturity, at amortized cost, net of allowance for credit losses (allowance for credit losses: 2022-$2; 2021-$5) (fair value: 2022-$1,455; 2021-$1,803) | [1] | 1,296 | 1,514 | ||||
Fixed maturities, trading, at fair value (amortized cost: 2022-$7,303; 2021-$8,741) | [1] | 5,951 | 8,823 | ||||
Assets supporting experience-rated contractholder liabilities, at fair value | 2,844 | 3,358 | |||||
Equity securities, at fair value (cost: 2022-$5,306; 2021-$5,815) | [1] | 7,150 | 8,574 | ||||
Commercial mortgage and other loans (net of $203 and $119 allowance for credit losses; includes $137 and $1,263 of loans measured at fair value under the fair value option at December 31, 2022 and 2021, respectively) | [1] | 56,745 | 58,666 | ||||
Policy loans | 10,046 | 10,386 | |||||
Other invested assets (net of $1 and $2 allowance for credit losses; includes $5,682 and $8,046 of assets measured at fair value at December 31, 2022 and 2021, respectively) | [1] | 21,099 | 21,833 | ||||
Short-term investments (net of allowance for credit losses: 2022-$6; 2021-$0) | 4,591 | 6,635 | |||||
Total investments | 417,441 | 492,199 | |||||
Cash and cash equivalents | [1] | 17,251 | 12,888 | ||||
Accrued investment income | [1] | 3,012 | 2,855 | ||||
Deferred policy acquisition cost | 19,537 | 18,192 | |||||
Value of business acquired | 595 | 771 | |||||
Income Tax Assets | 4,214 | 0 | |||||
Assets held-for-sale | 0 | 153,793 | [2] | ||||
Other assets (net of allowance for credit losses: 2022-$26; 2021-$19) | [1] | 30,188 | 10,739 | ||||
Separate account assets | 197,679 | 246,145 | |||||
TOTAL ASSETS | 689,917 | 937,582 | |||||
LIABILITIES | |||||||
Future policy benefits | 284,452 | 290,784 | |||||
Policyholders’ account balances | 135,602 | 122,633 | |||||
Policyholder's dividends | 694 | 8,731 | |||||
Securities sold under agreements to repurchase | 6,589 | 10,185 | |||||
Cash collateral for loaned securities | 6,100 | 4,251 | |||||
Income taxes | 0 | 9,513 | |||||
Short-term debt | 775 | 722 | |||||
Long-term debt | 19,908 | 18,622 | |||||
Liabilities held-for-sale | 0 | 151,359 | [2] | ||||
Other liabilities (including allowance for credit losses: 2022-$18; 2021-$21) | [1] | 20,536 | 11,755 | ||||
Notes issued by consolidated variable interest entities(1) | [1] | 374 | 274 | ||||
Separate account liabilities | 197,679 | 246,145 | |||||
Total liabilities | 672,709 | 874,974 | |||||
COMMITMENTS AND CONTINGENT LIABILITIES | |||||||
EQUITY | |||||||
Preferred Stock ($0.01 par value; 10,000,000 shares authorized; none issued) | 0 | 0 | |||||
Common Stock ($0.01 par value; 1,500,000,000 shares authorized; 666,305,189 shares issued as of both December 31, 2022 and 2021) | 6 | 6 | |||||
Additional paid-in capital | 25,747 | 25,732 | |||||
Common Stock held in treasury, at cost (300,342,458 and 290,018,851 shares at December 31, 2022 and 2021, respectively) | (23,068) | (21,838) | |||||
Accumulated other comprehensive income (loss) | (19,827) | 21,324 | |||||
Retained earnings | 33,392 | 36,652 | |||||
Total Prudential Financial, Inc. equity | 16,250 | 61,876 | |||||
Noncontrolling interests | 958 | 732 | |||||
Total equity | 17,208 | 62,608 | |||||
TOTAL LIABILITIES AND EQUITY | $ 689,917 | $ 937,582 | |||||
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