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Prudential Financial Inc Stock Research

PRU

77.58USD+0.35(+0.45%)Market Closed

Market Summary

USD77.58+0.35
Market Closed
0.45%

PRU Alerts

PRU Stock Price

PRU RSI Chart

PRU Valuation

Market Cap

38.7B

Price/Earnings (Trailing)

125.56

Price/Sales (Trailing)

0.61

EV/EBITDA

36.84

Price/Free Cashflow

4.24

PRU Price/Sales (Trailing)

PRU Profitability

EBT Margin

-2.96%

Return on Equity

-8.85%

Return on Assets

-0.21%

Free Cashflow Yield

23.56%

PRU Fundamentals

PRU Revenue

Revenue (TTM)

60.0B

Revenue Y/Y

-18.81%

Revenue Q/Q

-34.89%

PRU Earnings

Earnings (TTM)

-1.4B

Earnings Y/Y

-146.19%

Earnings Q/Q

-96.48%

Price Action

52 Week Range

75.37118.31
(Low)(High)

Last 7 days

-5.6%

Last 30 days

-21.1%

Last 90 days

-22.1%

Trailing 12 Months

-32.6%

PRU Financial Health

PRU Investor Care

Dividend Yield

6.19%

Dividend/Share (TTM)

4.8

Buy Backs (1Y)

3.63%

Diluted EPS (TTM)

-3.93

Peers (Alternatives to Prudential Financial)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
42.3B
69.9B
-23.30% -20.83%
16.68
0.61
-1.66% -61.26%
38.7B
60.0B
-21.12% -32.57%
125.56
0.61
-15.34% -118.62%
38.3B
36.9B
-11.40% -9.04%
13.47
1.04
5.94% -22.39%
24.1B
12.1B
-9.20% 18.91%
40.37
2
1.63% -56.71%
17.0B
7.6B
- -
-9.57
0.74
-71.04% -207.85%
11.2B
5.2B
-11.45% 6.68%
15.18
2.15
2.00% -0.71%
MID-CAP
6.0B
2.7B
-2.33% 23.20%
16.04
2.2
0.38% -0.09%
3.5B
18.8B
-35.95% -67.83%
-1.57
0.19
-2.32% -258.51%
3.0B
1.4B
-13.79% -10.97%
2.45
2.12
-61.63% 157.59%
2.8B
8.5B
-27.13% -20.78%
565.21
0.33
18.64% 104.63%
2.4B
7.5B
-20.83% 27.35%
3.86
0.31
-4.15% -32.63%
SMALL-CAP
116.0M
101.8M
5.64% 57.38%
-6.85
1.14
-19.68% 11.97%
50.7M
192.4M
3.75% -12.01%
16.13
0.26
-8.30% -76.65%
41.4M
66.1M
0.80% 56.55%
-121.51
0.63
-2.59% 95.15%

Financials for Prudential Financial

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue-4.9%60,05063,14064,30167,19770,934
Operating Expenses-83.0%3,60821,235---
  S&GA Expenses-2.4%12,49312,80113,12913,47813,582
EBITDA-101.9%-56.002,9156,0449,585-
EBITDA Margin99.9%0.00*-1.27*0.09*0.14*-
Earnings Before Taxes-646.5%-1,7763252,5685,8529,381
EBT Margin-674.6%-0.03*0.01*-1.12*0.09*-
Interest Expenses8.0%1,5961,478---
Net Income-566.9%-1,4383082,1224,8777,724
Net Income Margin-590.9%-0.02*0.00*-0.93*0.07*-
Free Cahsflow-43.4%5,1589,11310,25213,110-
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets1.8%689,917677,756695,599878,066937,582
    Cash Equivalents-14.2%17,25120,10414,35914,08612,888
Liabilities1.8%672,709660,576666,681833,388874,974
    LT Debt, Non Current0.1%19,90819,89819,61219,68918,622
Shareholder's Equity-1.5%16,25016,50228,91844,67861,876
  Retained Earnings-2.9%33,39234,39935,13736,15936,652
  Additional Paid-In Capital0.2%25,74725,70725,66125,65925,732
Minority Interest41.3%958678683700732
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations-43.4%5,1589,11310,25213,1109,812
Cashflow From Investing25.1%-7,638-10,201-11,744-11,323-5,342
Cashflow From Financing7.4%4,9334,5911,120-1,915-3,011
  Dividend Payments0.3%1,8171,8111,8091,8091,814
  Buy Backs-1.8%1,4881,5162,0002,5052,500

Risks for PRU

What is the probability of a big loss on PRU?

73.5%


Probability that Prudential Financial stock will be more than 20% underwater in next one year

23.1%


Probability that Prudential Financial stock will be more than 30% underwater in next one year.

19.2%


Probability that Prudential Financial stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does PRU drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Prudential Financial was unfortunately bought at previous high price.

Drawdowns

Returns for PRU

Cumulative Returns on PRU

6.5%


10-Year Cumulative Returns

5.6%


7-Year Cumulative Returns

-0.7%


5-Year Cumulative Returns

23.5%


3-Year Cumulative Returns

What are the long-term rolling returns for PRU?

FIve years rolling returns for Prudential Financial.

Annualized Returns

Which funds bought or sold PRU recently?

View All Details
Datesorted ascendingFund NameType% 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%

1–10 of 46

Latest Funds Activity

Are funds buying PRU calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own PRU
No. of Funds

Prudential Financial News

MarketBeat

Prudential Financial, Inc. (NYSE:PRU) Shares Acquired by Procyon ....

MarketBeat,
38 minutes ago

StreetInsider.com

Form 6-K PRUDENTIAL PLC For: Mar 23.

StreetInsider.com,
2 days ago

Nasdaq

International Investment

Schedule 13G FIlings of Prudential Financial

Date FiledName of FilerPercent of ClassNo. of SharesForm 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

PRU Fair Value

Recent SEC filings of Prudential Financial

View All Filings
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

Latest Insider Trading transactions for PRU

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
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

1–10 of 50

About Prudential Financial

PRU Income Statement

2022-12-31
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 income5,5745,9446,029
Net investment income16,03718,28717,410
Asset management and service fees4,0624,9014,391
Other income (loss)(273)2,9511,950
Realized investment gains (losses), net(3,369)4,024(3,887)
Total revenues60,05070,93457,033
BENEFITS AND EXPENSES   
Policyholders’ benefits43,48738,45835,059
Interest credited to policyholders’ account balances2,3163,4824,538
Dividends to policyholders1982,8741,625
Amortization of deferred policy acquisition costs2,4292,0972,221
Goodwill impairment9031,0600
General and administrative expenses12,49313,58213,913
Total benefits and expenses61,82661,55357,356
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)8796
NET INCOME (LOSS)(1,462)7,794(146)
Less: Income (loss) attributable to noncontrolling interests(24)70228
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

PRU Balance Sheet

2022-12-31
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]1,2961,514
Fixed maturities, trading, at fair value (amortized cost: 2022-$7,303; 2021-$8,741)[1]5,9518,823
Assets supporting experience-rated contractholder liabilities, at fair value2,8443,358
Equity securities, at fair value (cost: 2022-$5,306; 2021-$5,815)[1]7,1508,574
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]56,74558,666
Policy loans10,04610,386
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]21,09921,833
Short-term investments (net of allowance for credit losses: 2022-$6; 2021-$0)4,5916,635
Total investments417,441492,199
Cash and cash equivalents[1]17,25112,888
Accrued investment income[1]3,0122,855
Deferred policy acquisition cost19,53718,192
Value of business acquired595771
Income Tax Assets4,2140
Assets held-for-sale0153,793[2]
Other assets (net of allowance for credit losses: 2022-$26; 2021-$19)[1]30,18810,739
Separate account assets197,679246,145
TOTAL ASSETS689,917937,582
LIABILITIES  
Future policy benefits284,452290,784
Policyholders’ account balances135,602122,633
Policyholder's dividends6948,731
Securities sold under agreements to repurchase6,58910,185
Cash collateral for loaned securities6,1004,251
Income taxes09,513
Short-term debt775722
Long-term debt19,90818,622
Liabilities held-for-sale0151,359[2]
Other liabilities (including allowance for credit losses: 2022-$18; 2021-$21)[1]20,53611,755
Notes issued by consolidated variable interest entities(1)[1]374274
Separate account liabilities197,679246,145
Total liabilities672,709874,974
COMMITMENTS AND CONTINGENT LIABILITIES
EQUITY  
Preferred Stock ($0.01 par value; 10,000,000 shares authorized; none issued)00
Common Stock ($0.01 par value; 1,500,000,000 shares authorized; 666,305,189 shares issued as of both December 31, 2022 and 2021)66
Additional paid-in capital25,74725,732
Common Stock held in treasury, at cost (300,342,458 and 290,018,851 shares at December 31, 2022 and 2021, respectively)(23,068)(21,838)
Accumulated other comprehensive income (loss)(19,827)21,324
Retained earnings33,39236,652
Total Prudential Financial, Inc. equity16,25061,876
Noncontrolling interests958732
Total equity17,20862,608
TOTAL LIABILITIES AND EQUITY$ 689,917$ 937,582
[1]See Note 4 for details of balances associated with variable interest entities.
[2]See Note 1 for details of the assets and liabilities classified as “held-for-sale” as of December 31, 2021.