| PRU |
Report |
Adjusted operating EPS |
BEAT |
pred ~$3.49 vs. cons $3.43 |
MEDIUM |
| PRU |
Report |
PGIM pretax adjusted operating income |
BEAT |
pred ~$235m vs. cons $225m |
MEDIUM |
| PRU |
Report |
International Businesses pretax adjusted operating income |
MISS |
pred ~$700m vs. cons $715m |
MEDIUM |
| PRU |
Guide |
Prudential of Japan FY26 pretax AOI headwind |
UNCHANGED |
guide ~$550m vs. cons $550m (FY26) |
HIGH |
| PRU |
Guide |
Prudential of Japan sales-restart timing |
UNCHANGED |
guide Nov. 5, 2026 vs. cons Nov. 5, 2026 (FY26) |
MEDIUM |
| PRU |
Guide |
PGIM adjusted-operating-margin expansion |
BETTER |
guide ~225 bps vs. cons 220 bps (FY26) |
LOW |
| PRU |
Guide |
Restructuring run-rate savings |
UNCHANGED |
guide ~$150m vs. cons $150m (2027) |
MEDIUM |
| PRU |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| PRU |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A modest EPS/PGIM beat, intact ~$550m Japan headwind and Nov. 5 restart path, plus slightly stronger FY26 PGIM-margin framing should support upward FY26-FY27 estimate revisions; the International miss is largely the already-telegraphed Japan drag rather than a new core-earnings impairment. |
MEDIUM |