$PFH

Prudential Financial (PRU) estimates a $140M reduction in Q3 2026 pretax adjusted operating income due to suspended sales in Japan, disclosed in a late Thursday filing.

Keefe Bruyette & Woods cut Prudential Financial's (NYSE:PRU) price target to $119 from $123, citing lower earnings estimates due to Japan sales impact. Prudential reported mixed Q3 results, with alternative investment income beating estimates but PGIM revenues missing forecasts. The company also disclosed a negative $140M impact from POJ sales suspension. Other analysts, including Mizuho and Barclays, also lowered their price targets.

PRUDENTIAL FINANCIAL INC (PFH) filed an SEC Form 8-K — Results of Operations and Financial Condition. Table of Contents Exhibit 99.1 Prudential Financial, Inc. (PRU) As Adjusted for International Businesses Segment Reporting Changes Quarterly Financial Supplement Second Quarter 2026 Reference is made to Prudential Financial, Inc.'s (PFI) filings with the Securities and Exchange C

S&P revised Prudential Financial's outlook to negative due to Japan's regulatory issues, expecting $600M pretax drag in 2026, rising to $675M-$725M in 2027. The agency affirmed its 'A/A-1' ratings but cited risks to holding company liquidity and ROE decline to 8%-10% in 2026, 6%-8% in 2027. Operating units maintain 'AA-' financial strength.

JPMorgan reduced its price target for Prudential Financial from $131 to $127. The stock is currently trading at $113.49. Jefferies also adjusted its target to $109 from $116.

Analysts increased the average price target for Prudential Financial, Inc. from $111.79 to $113.31, with a range of $96 to $132. The consensus rating remains 'Hold' among 19 analysts. According to FactSet, 0 analysts recommend 'Buy', 15 'Hold', and 4 'Sell'.

Four companies—Philip Morris (PM), Bristol Myers Squibb (BMY), Southern Company (SO), and Prudential Financial (PRU)—raised dividends in 2020 and continue to cover payouts with earnings. PM's yield is 3.16%, BMY's 4.35%, SO's 3.46%, and PRU's 4.96%. Each operates in distinct sectors: tobacco, utilities, pharma, and insurance. PM's smoke-free products grew, BMY's newer drugs outperformed, SO benefits from data center demand, and PRU's asset management and retirement business expanded.

Japan's FSA ordered Prudential's life insurers to halt new business until Jan. 31, 2027, due to a fraud scandal. Prudential of Japan and Gibraltar Life must submit improvement plans. The scandal involved 107 employees defrauding 500 customers. Prudential Financial assures financial stability and parent support.

Mizuho reduced its price target on Prudential Financial (NYSE:PRU) to $108 from $109, citing Japan's Financial Services Agency's sales suspension on Prudential of Japan and Gibraltar Life. The company expects a $1 billion impact, with adjusted earnings estimates for 2026 and 2027. Barclays maintained an Underweight rating with a $92 target. Prudential is also involved in a £2 billion pension risk transfer partnership.

Evercore ISI reduced its price target for Prudential Financial from $110 to $106. The stock is currently trading at $113.09, reflecting a slight decline of 0.39% in the day and a 0.44% increase over the year. The adjustment comes amid broader financial sector gains as Treasury market volatility eases.