| PRU |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$3.60 vs. cons $3.53 (Visible Alpha, Aug 3 2026) |
MEDIUM |
| PRU |
Report |
PGIM Adj. Operating Margin (Q2 2026) |
MISS |
pred ~25.0% vs. cons 25.4% (Visible Alpha, Aug 3 2026) |
MEDIUM |
| PRU |
Report |
Group Insurance Benefits Ratio (Q2 2026) |
IN-LINE |
pred ~85.5% vs. cons UNVERIFIED (PRU target range 83-87%, Q1 call May 5 2026) |
LOW |
| PRU |
Guide |
FY 2026 Japan AOI Impact (FY 2026) |
UNCHANGED |
guide -$525M to -$575M vs. prior -$525M to -$575M (Q1 2026 earnings call, May 5 2026) |
HIGH |
| PRU |
Guide |
Strategy Call Portfolio Simplification (FY 2026+) |
LOWER |
directional without specific financial targets vs. elevated market expectations for transformational announcement |
LOW |
| PRU |
Guide |
PGIM Margin Trajectory (FY 2026) |
UNCHANGED |
reiterate 25-30% long-term target and 200bps+ 2026 expansion on track vs. unchanged consensus |
HIGH |
| PRU |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| PRU |
Return |
5-day cumulative residual |
-4.5% (FADE) |
FADE — strategy call disappointment compresses forward multiple; sell-side trims estimates as implicit cut to multiple expectations plays out over Aug 4-5 window; short-covering provides partial offset but insufficient to reverse direction |
MEDIUM |