PRU at a glance
Prudential Financial (PRU, SEC CIK 1137774) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Prudential Financial (PRU) reported revenue of $60.8 billion (down 13.7% from FY2024) and net income of $3.6 billion. Diluted EPS was $9.99.
- As of June 30, 2026, 56 institutional investment managers tracked by SignalX reported holding Prudential Financial (PRU) shares worth $13.7 billion in 13F-HR filings.
- In the last 90 days, PRU insiders reported 0 open-market purchases ($0) and 1 open-market sale ($957K) on Form 4, a net sale of $957K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $60.8B
- −13.7% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$957K
- 13F holders
- 56 funds
- $13.7B · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Global financial services with insurance, retirement, and investment management, managing $1.609 trillion AUM as of December 31, 2025
- New segment: Launched Prismic Life Reinsurance, Ltd. in Bermuda in Sept 2023, with 20% equity interest via Corporate and Other operations
- Strategic shift: Expanding reinsurance capacity globally to enhance investing, insurance, and retirement security access
- Quantitative highlight: $1.609 trillion assets under management, global operations in US, Asia, Europe, Latin America
- Noteworthy fact: Closed Block division reported separately as divested business per accounting rules since demutualization in 2001
Management Discussion & Analysis
- Revenue performance not disclosed for FY 2026, comparison to 2025 omitted per FAST Act rules
- Adjusted operating income emphasized as key measure; no specific profitability or margin % changes reported
- Segment results detailed, but no best or worst performing segments with numeric data provided in excerpt
- Liquidity and capital resources section covers regulatory capital, cash sources/uses, and financing activities; no $ amounts specified
- Forward-looking statements noted with risk factors; management outlook available by segment but no quantitative guidance included in text provided
Risk Factors
- Regulatory risk from U.S. GAAP accounting for variable annuity market risk benefits (MRBs), impacting fair value and capital requirements
- Geopolitical currency risk with $4.1B unhedged foreign equity exposure in international subsidiaries, potentially losing $411M from 10% FX change
- Operational risk in asset/liability management due to duration mismatches hindered by capital market limitations affecting duration targets
- Market disruption risk from equity market volatility, with potential $1.7B loss from 10% decline in equity benchmarks linked to MRBs exposure
- Financial risk from substantial derivative use including $312.8B notional interest rate swaps, with hypothetical $12.8B fair value loss from 100bps yield increase
AI summary of the PRU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $15,661M, up $1,935M YoY from $13,726M
- Net income attributable to Prudential $985M vs $533M YoY
- Pretax income $1,178M vs $740M YoY
- International Businesses sales suspension reduced pretax operating income $235M through six months
- 2026 suspension impact projected at $525M–$575M, with $400M–$450M impact in 2027
Risk Factors
- No material changes identified; filing refers readers to 2025 Form 10-K risk factors
- Regulatory and compliance risks remain those disclosed in the 2025 Form 10-K
- Operational and market risks remain unchanged from the 2025 Form 10-K
- Financial risks remain unchanged from the 2025 Form 10-K
- Share-repurchase authorization: $1.0 billion through December 31, 2026, with $500 million remaining at June 30, 2026
AI summary of the PRU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains Prudential Financial’s second-quarter 2026 results
- Results announcement covers fiscal Q2 2026 and may affect valuation, earnings expectations, and trading sentiment
Item 7.01: Regulation FD Disclosure
- Second-quarter 2026 financial supplement furnished as Exhibit 99.2, providing detailed period results
- Management conference call scheduled August 5, 2026 at 11:00 A.M. ET to discuss strategy and quarterly performance
Item EX-99.1: Item EX-99.1
- Q2 adjusted operating income rose to $1.438B, or $4.08 per share, from $1.284B, indicating stronger underlying earnings
- GAAP net income increased to $985M, or $2.80 per share, despite a $299M after-tax assumption-update charge
Item 7.01: Regulation FD Disclosure
- Prudential Japan subsidiaries disclosed an update on remediation of previously reported employee misconduct
- English translation furnished for the Japanese press release dated July 24, 2026
Item EX-99.1: Item EX-99.1
- Reimbursement review completed or paid for 437 of 498 Prudential Life cases, covering ¥2.85B of ¥3.08B claims
- ¥230M across 61 January 16 Prudential Life cases remains under review or awaiting resolution
Item 7.01: Regulation FD Disclosure
- Preliminary June-quarter disclosure ahead of August 4 earnings release; results remain unaudited and subject to change
- PGIM assets under management reached $1.49 trillion, supporting scale across Prudential’s asset-management segment
AI summaries of PRU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PRU
Don't miss the next PRU filing
- Alerts as it files. A push when PRU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PRU, by share count.
- Ask anything. An AI agent that reads every PRU filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| POON CHRISTINE A | A | Sep 10, 2026 | 161 | $118.48 |
| Jones Wendy Elizabeth | A | Sep 10, 2026 | 21 | $118.48 |
| TODMAN MICHAEL | A | Sep 10, 2026 | 151 | $118.48 |
| TODMAN MICHAEL | A | Sep 10, 2026 | 21 | $118.48 |
| Jones Wendy Elizabeth | A | Sep 10, 2026 | 115 | $118.48 |
| Jones Wendy Elizabeth | A | Sep 10, 2026 | 21 | $118.48 |
| Stoddard Thomas D | A | Sep 10, 2026 | 21 | $118.48 |
| TODMAN MICHAEL | A | Sep 10, 2026 | 155 | $118.48 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $54.0B | $70.4B | $60.8B | |
| Net Income | $2.5B | $2.7B | $3.6B | |
| Net Margin | 4.6% | 3.9% | 5.9% | |
| Balance Sheet | ||||
| Total Assets | $721.1B | $735.6B | $773.7B | |
| Equity | $27.8B | $27.9B | $32.4B | |
| ROE | 8.9% | 9.8% | 11.0% | |
| Per Share | ||||
| EPS | $6.74 | $7.50 | $9.99 | |
| Cash Flow | ||||
| Operating CF | $6.5B | $8.5B | $6.3B | |
Source: XBRL data in Prudential Financial (PRU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PRU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 56 | $13.71B |
| Q1 2026 | 54 | $12.40B |
| Q4 2025 | 50 | $14.69B |
| Q3 2025 | 53 | $13.56B |
| Q2 2025 | 50 | $13.78B |
| Q1 2025 | 46 | $10.95B |
| Q4 2024 | 42 | $10.02B |
| Q3 2024 | 38 | $4.68B |
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- JPMorgan Chase & Co−96.6K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 389 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PRU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 13F-HR | Aug 12, 2026 | Jun 30, 2026 | - | |
| SC 13G | Aug 6, 2026 | - | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| SC 13G | Jul 8, 2026 | - | - | |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
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PRU SEC filings: frequently asked questions
Are PRU insiders buying or selling?
In the last 90 days, Prudential Financial (PRU) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $956,577 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PRU stock?
As of June 30, 2026, the largest Prudential Financial (PRU) holders among the 13F filers tracked by SignalX were BlackRock ($3.5 billion), Vanguard Capital Management LLC ($2.4 billion), State Street Corp ($1.9 billion), Vanguard Portfolio Management LLC ($1.8 billion), Morgan Stanley ($634.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PRU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Prudential Financial (PRU) reported revenue of $60.8 billion (down 13.7% from FY2024) and net income of $3.6 billion. Diluted EPS was $9.99. The figures come from the XBRL data in the 10-K.
What are the main risks in PRU's latest 10-K?
In the 10-K filed February 12, 2026, Prudential Financial (PRU) flagged: Regulatory risk from U.S. GAAP accounting for variable annuity market risk benefits (MRBs), impacting fair value and capital requirements. Geopolitical currency risk with $4.1B unhedged foreign equity exposure in international subsidiaries, potentially losing $411M from 10% FX change. (AI summary of the Risk Factors section.)
What did PRU report in its latest 8-K?
Prudential Financial (PRU) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Exhibit 99.1 contains Prudential Financial’s second-quarter 2026 results.
What are the latest PRU SEC filings?
Prudential Financial (PRU) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 14, 2026.
What is PRU's SEC CIK number?
Prudential Financial (PRU)'s SEC Central Index Key (CIK) is 1137774. EDGAR lists every PRU filing under that number.
Ask anything about PRU
The research agent reads PRU's filings, financials, insider trades and 13F holders, then answers with sources.