Company Dossier · Financials
Prudential Financial
- S&P 500
- Russell 1000
What Prudential Financial is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $64.8 billion, up 9.4% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.00 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 7, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed February 12, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.0 million on the open market.SEC Form 4
- 1,421 institutional managers reported a position at June 30, 2026 (+53 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 59 (62 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Prudential Financial is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings60th pct
- Deals and private raises48th pct
- Patent publications11th pct
Confident ↔ Hedging
Mixed
- Call sentiment63rd pct
- Call confidence44th pct
- Guidance changes—
- Risk factors added44th pct
- Insider open-market trades27th pct
- − Insider open-market trades
- + Call sentiment
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver38th pct
- Stress filings44th pct
Credit
How these are built →Prudential Financial's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 11, 2025 | $750M | 5.200% | 2035 (10y) | +95bp | 5.239% |
From the pricing term sheets Prudential Financial filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Prudential Financial, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralJapan's Financial Services Agency to Suspend Prudential Japan's New Policy Sales, Impacting PRU (Prudential Financial)
gurufocus.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (HARBINGER STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (PRUDENTIAL FINANCIAL, INC.)third_quarter 2026 · $0.5 million
- Oct 20, 2026LobbyingLobbying report (THORN RUN PARTNERS)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (PUBLIC STRATEGIES WASHINGTON, INC.)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (STEPTOE LLP)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.0 million
- Jul 28, 2026LobbyingLobbying report (PUBLIC STRATEGIES WASHINGTON, INC.)fourth_quarter 2023 · $0.1 million
- May 12, 20268-KShareholder vote resultsItem 5.07
- May 5, 2026Patent
- Mar 10, 20268-KDirector or officer changeItem 5.02
- Feb 12, 202610-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 11, 20268-KDirector or officer changeItem 5.02
- Feb 10, 20268-KDirector or officer changeItem 5.02
- Dec 22, 20258-KDirector or officer changeItem 5.02
- Oct 7, 2025PatentPatent granted: NETWORK SECURITY TOOLUS 12437266
- Sep 30, 20258-KDirector or officer changeItem 5.02
- Jul 29, 2025PatentPatent granted: DISPLAY TOOLUS 12373898
- Jun 30, 20258-KDirector or officer changeItem 5.02
- Jun 3, 2025Patent
- May 13, 20258-KShareholder vote resultsItem 5.07
- Apr 15, 2025Patent
- Mar 4, 20258-KDirector or officer changeItem 5.02
- Feb 21, 20258-KDirector or officer changeItem 5.02
- Feb 13, 20258-KDirector or officer changeItem 5.02
- Feb 13, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Dec 3, 20248-KDirector or officer changeItem 5.02
- Feb 21, 202410-KAnnual report (10-K)2 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Aflac AFL | $18.1B | — | Jun 30, 2026 |
| Principal Financial Group PFG | $15.5B | — | Mar 31, 2026 |
| Unum UNM | $13.3B | $0.7B | Jun 30, 2026 |
| Brighthouse Financial BHF | $6.7B | — | Jun 30, 2026 |
| Globe Life GL | $6.2B | $1.2B | Jun 30, 2026 |
| Primerica PRI | $3.4B | — | Jun 30, 2026 |
| MetLife MET | $2.7B | — | Jun 30, 2026 |
| Chubb Limited CB | $60.8B | — | Mar 31, 2026 |