| PRU |
Report |
Adjusted Operating EPS (Q2 2026) |
BEAT |
pred ~$3.44 vs. cons $3.38 |
MEDIUM |
| PRU |
Report |
PGIM AUM / other-related revenue (pre-announced) |
BEAT |
pred ~$1.49T AUM vs. cons ~$1.45T |
HIGH |
| PRU |
Report |
Group Insurance benefits ratio / AOI |
MISS |
pred ~85.0% ratio vs. cons ~84.0% |
LOW |
| PRU |
Guide |
FY2026 Adjusted Operating EPS |
LOWER |
guide ~$13.70 vs. cons $13.81 (FY2026) |
MEDIUM |
| PRU |
Guide |
POJ (Japan) sales-suspension pretax AOI hit |
UNCHANGED |
guide ~$550M vs. cons $550M (FY2026 aggregate) |
HIGH |
| PRU |
Guide |
Effective tax rate guidance |
BETTER |
guide ~21.5% vs. cons 22.0% (FY2026) |
MEDIUM |
| PRU |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| PRU |
Return |
5-day cumulative residual |
-2.3% (FADE) |
Stock rallied ~15% into the print on pre-announced actuarial/AUM items, raising the bar; core Q2 beat looks largely pre-digested while the implicit FY2026 EPS trim (Japan cost run-rate building toward the high end of $525-575M guide, alts shortfall, softer Group Insurance) pulls sell-side FY26/27 estimates down even after an in-line-to-modest headline beat, and unless the strategy update delivers concrete new targets/buyback acceleration, initial pop fades as analysts reset numbers over the following days. |
MEDIUM |