Prudential Financial, Inc. $PRU Shares Sold by Callan Family Office LLC

Callan Family Office LLC decreased its stake in shares of Prudential Financial, Inc. (NYSE:PRU) by 37.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,768 shares of the financial services provider’s stock after selling 5,149 shares during the period. Callan Family Office LLC’s holdings in Prudential Financial were worth $910,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in PRU. Commonwealth Retirement Investments LLC boosted its holdings in shares of Prudential Financial by 4.6% in the third quarter. Commonwealth Retirement Investments LLC now owns 16,221 shares of the financial services provider’s stock valued at $1,683,000 after acquiring an additional 707 shares in the last quarter. Atlantic Union Bankshares Corp boosted its stake in Prudential Financial by 88.2% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 1,325 shares of the financial services provider’s stock valued at $137,000 after purchasing an additional 621 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of Prudential Financial by 2.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 35,151 shares of the financial services provider’s stock valued at $3,669,000 after purchasing an additional 977 shares during the period. A4 Wealth Advisors LLC bought a new stake in shares of Prudential Financial in the 3rd quarter worth $301,000. Finally, Capital Management Corp VA lifted its holdings in shares of Prudential Financial by 8.5% in the third quarter. Capital Management Corp VA now owns 90,978 shares of the financial services provider’s stock valued at $9,438,000 after buying an additional 7,102 shares during the period. 56.83% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Wells Fargo & Company lifted their target price on Prudential Financial from $113.00 to $115.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. JPMorgan Chase & Co. dropped their target price on shares of Prudential Financial from $133.00 to $127.00 and set a “neutral” rating on the stock in a report on Wednesday. Weiss Ratings upgraded shares of Prudential Financial from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 12th. Wall Street Zen cut Prudential Financial from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Finally, UBS Group raised their price objective on Prudential Financial from $111.00 to $116.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. One equities research analyst has rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, Prudential Financial currently has an average rating of “Hold” and an average target price of $118.44.

Key Headlines Impacting Prudential Financial

Here are the key news stories impacting Prudential Financial this week:

• Positive Sentiment: Company raised its quarterly dividend to $1.40 (annualized yield ~5.5%) and reported higher Q4 profit driven by strong underwriting and investment gains — supportive for income investors and signals capital return intent. PRU Q4/dividend story
• Neutral Sentiment: Analysts show conflicting views on PRU — several writeups highlight value potential while others are more cautious, leaving investor sentiment mixed. Analysts conflicting TipRanks piece
• Neutral Sentiment: Full Q4 presentation and earnings call transcript are available for investors who want detail on reserve development, investment results and management guidance. Useful for modeling but not an immediate price catalyst. Earnings presentation Earnings transcript
• Negative Sentiment: Prudential of Japan has voluntarily suspended new sales for 90 days after disclosed employee misconduct — a material operational and reputational hit that directly reduces near‑term sales growth in a key market. Japan sales suspension NHK coverage
• Negative Sentiment: Management flagged asset‑management outflows and related headwinds in a Q4 deep dive — investor concerns about AUM trends can pressure fee income and valuation. Deep dive on outflows
• Negative Sentiment: Analysts at JPMorgan and Evercore lowered price targets (JPM: $133→$127; Evercore: $122→$110) and set neutral/in‑line ratings — the cuts reduce upside expectations and likely amplify selling pressure. JPMorgan PT cut Evercore PT cut
• Negative Sentiment: Operational/earnings nuance: revenue beat but Q4 EPS missed estimates by a small amount — mixed results leave room for short‑term volatility. Earnings coverage

Insiders Place Their Bets

In related news, major shareholder Insurance Co Of Ame Prudential purchased 1,406,739 shares of the company’s stock in a transaction dated Friday, January 23rd. The shares were acquired at an average cost of $24.87 per share, with a total value of $34,985,598.93. Following the completion of the purchase, the insider owned 7,709,624 shares of the company’s stock, valued at $191,738,348.88. The trade was a 22.32% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Caroline Feeney sold 6,555 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $116.28, for a total value of $762,215.40. Following the sale, the executive vice president owned 22,523 shares of the company’s stock, valued at approximately $2,618,974.44. This represents a 22.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 62,719 shares of company stock worth $6,796,067 over the last quarter. Company insiders own 0.25% of the company’s stock.

Prudential Financial Trading Down 2.3%

Prudential Financial stock opened at $99.79 on Friday. Prudential Financial, Inc. has a 52 week low of $90.38 and a 52 week high of $119.76. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.16 and a current ratio of 0.16. The firm has a market capitalization of $34.93 billion, a price-to-earnings ratio of 9.98, a P/E/G ratio of 1.13 and a beta of 0.97. The company has a 50 day moving average price of $112.55 and a 200 day moving average price of $107.39.

Prudential Financial (NYSE:PRU) last released its earnings results on Tuesday, February 3rd. The financial services provider reported $3.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.37 by ($0.07). The business had revenue of $14.52 billion during the quarter, compared to analysts’ expectations of $14.48 billion. Prudential Financial had a net margin of 6.20% and a return on equity of 16.32%. During the same quarter in the previous year, the company earned $2.96 EPS. Research analysts forecast that Prudential Financial, Inc. will post 14.36 EPS for the current year.

Prudential Financial Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Tuesday, February 17th will be paid a dividend of $1.40 per share. This is a boost from Prudential Financial’s previous quarterly dividend of $1.35. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $5.60 annualized dividend and a yield of 5.6%. Prudential Financial’s dividend payout ratio (DPR) is presently 54.00%.

Prudential Financial Profile

Prudential Financial, Inc, headquartered in Newark, New Jersey, is a diversified financial services company with roots dating to 1875. The firm provides a range of insurance, retirement and investment products aimed at helping individual and institutional clients manage risk, accumulate and protect wealth, and plan for retirement. Prudential’s long history in life insurance and related financial services has positioned it as a major participant in the U.S. insurance market and a provider of services to a broad client base.

Prudential’s core business activities include individual life insurance, annuities, retirement solutions and group insurance products for employers.