Prudential Financial (PRU)
Financials · Diversified financial services and insurance
Global financial services powerhouse offering life insurance, annuities, retirement solutions, and $1.6 trillion in active asset management across institutional and retail customers.
What Prudential Financial does
Prudential Financial is a diversified global financial services company operating through four main segments: PGIM (investment management with $1.609 trillion AUM), Retirement Strategies (retirement and income products), Group Insurance (employer-sponsored coverage), and Individual Life (life insurance products). The company serves institutional investors, retail clients, and insurance customers across the United States, Asia, Europe, and Latin America through proprietary and third-party distribution networks.
Themes: ["Retirement security","Asset management","Life insurance","Annuities and income products","Institutional investing","Private credit","Real estate investing","Wealth management","Global financial services"]
Fundamentals
- Price$115.00 as of 2026-07-09 close
- Market cap$40.3B as of 2026-07-10
- 1-year return+7.9% as of 2026-07-09 close
- P/E11.64 as of 2026-07-10
- Net margin+6.0% as of 2026-07-10
- ROE+10.9% as of 2026-07-10
- Debt / equity0.72 as of 2026-07-10
- Revenue growth (YoY)+3.9% as of 2026-07-10
- Revenue CAGR (3y)+2.2% SEC XBRL
- Beta0.84 as of 2026-07-10
Dividend: yield +4.9%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Investment losses due to credit deterioration, asset value decline, or counterparty default; market-sensitive guarantees within products that may increase earnings volatility","Mortality, morbidity, and policyholder behavior experience differing significantly from pricing assumptions, leading to insurance product losses","Interest rate, equity price, and foreign currency fluctuations affecting product profitability, separate account values, and derivative hedging effectiveness; liquidity risks from collateral requirements and asset/liability mismatches"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.