For the quarter ended December 2025, Prudential (PRU) reported revenue of $14.52 billion, up 11.6% over the same period last year. EPS came in at $3.30, compared to $2.96 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $13.69 billion, representing a surprise of +6.04%. The company delivered an EPS surprise of -2.17%, with the consensus EPS estimate being $3.37.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Prudential performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets Under Management and Administration - PGIM - Total: 1466.1 billion versus the four-analyst average estimate of 1478.36 billion.
- Assets Under Management and Administration - PGIM - Affiliated: 547.1 billion versus the four-analyst average estimate of 551.01 billion.
- Assets Under Management and Administration - PGIM - Retail customers - Third Party: 267 billion compared to the 267.77 billion average estimate based on four analysts.
- Assets Under Management and Administration - PGIM - Institutional customers - Third Party: 652 billion versus 659.58 billion estimated by four analysts on average.
- Total Revenues- U.S. Businesses: $8.95 billion compared to the $8.12 billion average estimate based on four analysts. The reported number represents a change of +18% year over year.
- Total Revenues- International Businesses: $4.42 billion versus $4.35 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.1% change.
- Total Revenues- Adjusted Operating Income (Loss) basis- Net investment income: $4.95 billion compared to the $4.81 billion average estimate based on five analysts.
- Total Revenues- Adjusted Operating Income (Loss) basis- Policy charges and fee income: $1.11 billion compared to the $1.16 billion average estimate based on five analysts.
- Total Revenues- Adjusted Operating Income (Loss) basis- Premiums: $7.03 billion versus the five-analyst average estimate of $6.08 billion.
- Total Revenues- Corporate and Other: $50 million compared to the $91.64 million average estimate based on four analysts. The reported number represents a change of +72.4% year over year.
- Total Revenues- U.S. Businesses- Retirement Strategies: $5.74 billion versus $4.84 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +28.4% change.
- Total Revenues- U.S. Businesses- Retirement Strategies- Institutional Retirement Strategies: $4.29 billion compared to the $3.35 billion average estimate based on four analysts. The reported number represents a change of +36.5% year over year.
View all Key Company Metrics for Prudential here>>>
Shares of Prudential have returned -4.8% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Prudential Financial, Inc. (PRU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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