Prudential: Stability, Value, And Cash Flow In One Package
Prudential trades at P/E FWD under 8x and P/B near 1x, offering attractive long-term value through stable core businesses and a well-balanced, capital-efficient financial model. The stock yields a consistent 5.6%, supported by strong cash flow, disciplined capital return policy, and management's commitment to shareholder payouts through both dividends and share repurchases. Core U.S. businesses—particularly group insurance and individual retirement—posted strong performance in Q1 2025, while PGIM delivered net inflows despite market-driven fee pressure and lower performance revenue.
A Pair Trade Opportunity By Prudential Financial
Prudential Financial offers a pair trading opportunity between its baby bonds, PRH and PFH, with minimal credit risk due to the same issuer. PRH trades at a premium with a lower yield, while PFH trades below par with a higher yield and better upside potential. A long position in PFH and a short in PRH can capture yield convergence, exploiting the current mispricing between the two bonds.
Prudential Unit Lends $500 Million in Private Credit to Affirm
Nonbank lenders like Affirm are cultivating stables of large financing partners to ensure they have sufficient capital to lend, even when public debt markets freeze up.
Prudential: Still Attractive Valuation Despite Recent Share Price Run
Prudential remains undervalued, trading below embedded value, with the market applying a negative multiple to the new business profits despite its strong Asian franchise. If PUK's new business multiple re-rates to just 0x, shares could see 12% upside, with further gains from ongoing new business profit growth. If it further re-rates to be in line with the regional peer, AIA, the upside could be as significant as almost 50%.
Why Prudential's Headwinds Are A Gift For Patient Investors
I reiterate my "Buy" rating on Prudential Financial, arguing the market is mispricing temporary headwinds. My valuation model indicates a potential 25%+ upside, supported by a forward P/E near 2020 lows. PRU faces near-term headwinds from legacy U.S. annuities runoff and elevated surrenders in Japan, but I expect these to fade by FY 2026-27. Prudential is successfully de-risking, having cut exposure to volatile legacy products by nearly 60%. The company is pivoting to more stable, capital-efficient products to capture massive retirement market tailwinds.
Prudential (PUK) is a Great Momentum Stock: Should You Buy?
Does Prudential (PUK) have what it takes to be a top stock pick for momentum investors? Let's find out.
Prudential Financial: Underperformance Creates Opportunity (Rating Upgrade)
Prudential Financial's shares have declined 7% over the past year, but recent solid financial results and a favorable macro outlook make me more bullish now. The company reported Q1 earnings of $3.29 per share, beating estimates, with strong demand for lower-risk retirement products and positive net flows in asset management. Prudential's solid balance sheet, strong liquidity, and secure 5.3% dividend support a compelling investment case, with shares trading below 1.1x book value.
Prudential Financial: Scoop Up This 5%-Yielding Blue Chip Now
Prudential Financial's 5%+ yield is secure, and the company remains positioned to deliver more mid-single-digit annual dividend growth in the years ahead. The company's upstanding reputation, respectable performance versus benchmarks, and huge addressable market in the retirement space should be growth catalysts. Prudential Financial maintains much more liquidity than its objective.
Prudential Financial Q1 Earnings Beat Estimates on Lower Expenses
PRU's Q1 results reflect higher asset management fees, improved assets under management and lower expenses, offset by lower net investment spread results.
Prudential Financial Q1 Earnings Coming Up: What to Expect
PRU's Q1 results are likely to better results across its segments, offset by higher expenses.
Prudential Plc (PUK) Q4 2024 Earnings Call Transcript
Prudential Plc (NYSE:PUK ) Q4 2024 Earnings Conference Call March 20, 2025 4:30 AM ET Company Participants Patrick Bowes - Head of Investor Relations Anil Wadhwani - Chief Executive Officer Ben Bulmer - Chief Financial Officer Solmaz Altin - Regional CEO, Growth Markets, Health and Agency Dennis Tan - Regional CEO, Singapore, Thailand, Vietnam & Partnership Distribution Angel Ng - Regional CEO, Greater China, Customer and Wealth Conference Call Participants Khang Chuen Ong - CGS-CIMB Kailesh Mistry - HSBC Yuping Ma - Citigroup Farooq Hanif - JPMorgan Larissa van Deventer - Barclays Dominic O'Mahony - BNP Paribas Exane Andrew Sinclair - Bank of America Andrew Crean - Autonomous Nasib Ahmed - UBS Thomas Wang - Goldman Sachs Patrick Bowes Good afternoon, and good morning. It's Patrick Bowes speaking.
Prudential Plc (PUK) Q4 2024 Earnings Pre-Recorded Remarks Transcript
Prudential Plc (NYSE:PUK ) Q4 2024 Pre-Recorded Remarks March 19, 2025 6:00 PM ET Company Participants Anil Wadhwani - Chief Executive Officer Ben Bulmer - Chief Financial Officer Anil Wadhwani Hello, I'm Anil Wadhwani, CEO of Prudential. Thank you for joining me today.
