| PRU |
Report |
Adjusted operating EPS |
BEAT |
pred ~$3.58 vs. cons $3.50 |
MEDIUM |
| PRU |
Report |
PGIM adjusted operating income |
BEAT |
pred ~$225m vs. cons $215m |
MEDIUM |
| PRU |
Report |
International Businesses adjusted operating income |
MISS |
pred ~$790m vs. cons $805m |
LOW |
| PRU |
Guide |
Prudential of Japan pretax AOI drag |
UNCHANGED |
guide ~$550m drag vs. cons $550m drag (FY2026) |
HIGH |
| PRU |
Guide |
Long-term adjusted operating ROE target |
BETTER |
guide ~16.5% vs. cons 15.0% (2028) |
LOW |
| PRU |
Guide |
PGIM adjusted operating margin target |
BETTER |
guide ~26% vs. cons 25% (2028) |
MEDIUM |
| PRU |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
LOW |
| PRU |
Return |
5-day cumulative residual |
+0.7% (FADE) |
Residual fades from ~+1.6% on day 1 to ~+0.7% by day 5 because the EPS upside is largely driven by preannounced actuarial items, while an unchanged ~$550m FY2026 Japan drag and gradual 2027 sales recovery limit near-term estimate revisions. |
LOW |