Life Insurance · SIC 6311

PRUDENTIAL FINANCIAL INC

PRU

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Latest revenue

$5.67B

as of 2026-03-31

Latest net income

$597.0M

as of 2026-03-31

Net margin

10.5%

as of 2026-03-31

Price · 5Y

+4.2% / yr 9.6 pts / yr vs S&P 500 22.5% total
Compare:

Live market

delayed ≤15 min
$104.12
0.12%
Market cap
$36.13B
Enterprise value
$55.54B
P/E (trailing)
10.1×
Forward P/E
P/B
1.13×
Dividend yield
3.9%
52-wk high
$119.76
52-wk low
$91.89
Beta
Shares out
347.0M

5-year trend

What this company does

AI

Prudential Financial sells life insurance, annuities, retirement products, and investment management services to individuals and institutions in the US, Japan, and other markets. The company earns money primarily from insurance premiums, net investment income on its $472 billion portfolio, and fees from asset management and policy charges. Q3 2025 net income jumped to $1.43 billion from $448 million a year earlier, driven by lower policyholder benefits and smaller realized investment losses, even as premium revenue declined sharply year-over-year.

Key risks

AI
  • Large unrealized bond losses: AFS fixed maturities carry $360.7B amortized cost vs $335.4B fair value, a ~$25B unrealized loss exposure.
  • Realized investment losses widened to $3.46B for nine months 2025 vs $2.32B prior year, pressuring earnings quality despite higher net income.
  • Reinsurance recoverables grew to $44.9B (from $37.7B), increasing counterparty credit exposure tied to ongoing block reinsurance transactions.

Profitability

Net margin

5.9%

51.9%

Return on equity

11.0%

12.7%

Return on assets

0.5%

99.4%

Leverage

Debt / equity

22.85×

2707.2%

Long-term debt / equity

0.58×

15.6%

Debt / assets

95.8%

113.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$5.67B+10.4%$597.0M-15.6%10.5%

Q4 2025

2025-12-31

$44.89B-19.5%$905.0M+1687.7%2.0%

Q3 2025

2025-09-30

$5.53B+9.4%$1.43B+219.4%25.9%

Q2 2025

2025-06-30

$5.23B+7.8%$533.0M-55.5%10.2%

Q1 2025

2025-03-31

$5.13B+7.7%$707.0M-37.9%13.8%

Q4 2024

2024-12-31

$55.74B$-57.0M-0.1%

Q3 2024

2024-09-30

$5.05B+21.1%$448.0M+155.9%8.9%

Q2 2024

2024-06-30

$4.85B+8.3%$1.20B+134.4%24.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Life Insurance · SIC 6311

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Insider activity

No insider transactions on file for PRU in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns PRU

Institutional value

$8.54B

Total shares held

90.7M

Distinct holders

754

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC22.6M$2.21BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC16.3M$1.59BNew
3Invesco Ltd.4.8M$465.7MNew
4DIMENSIONAL FUND ADVISORS LP3.8M$367.1MNew
5Legal & General Group Plc2.7M$260.3MNew
6UBS Group AG2.0M$197.7MNew
7Bank of New York Mellon Corp2.0M$195.0MNew
8VANGUARD FIDUCIARY TRUST CO2.0M$191.3MNew
9DEUTSCHE BANK AG\1.5M$146.7MNew
10FEDERATED HERMES, INC.1.1M$107.7MNew
11WELLS FARGO & COMPANY/MN1.0M$102.0MNew
12AustralianSuper Pty Ltd1.0M$101.8MNew
13Swiss National Bank1.0M$100.3MNew
14HSBC HOLDINGS PLC998.9K$97.6MNew
15STIFEL FINANCIAL CORP875.6K$85.5MNew
16LPL Financial LLC845.5K$82.6MNew
17Nuveen, LLC840.8K$82.1MNew
18National Pension Service804.4K$78.6MNew
19Mitsubishi UFJ Asset Management Co., Ltd.784.6K$76.6MNew
20Vanguard Global Advisers, LLC778.6K$76.1MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Realized investment losses totaled $3.46B over nine months versus $2.32B last year—what specific portfolio exposures drove the deterioration and are further marks coming?

  2. 2

    AOCI remains at negative $3.18B with $25.3B of unrealized losses on AFS fixed maturities; how does this constrain capital returns and PGIM flexibility?

  3. 3

    Premiums collapsed from $36.4B to $23.2B YoY—quantify the pension risk transfer slowdown versus reinsurance impact and 2026 PRT pipeline visibility.