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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jack Matten | BMO Capital Markets | 12 | 17% |
| Tom Gallagher | Evercore ISI | 12 | 42% |
| Suneet Kamath | Jefferies | 12 | 42% |
| Wes Carmichael | Wells Fargo | 11 | 18% |
| Ryan Krueger | KBW | 10 | 0% |
| John Barnidge | Piper Sandler | 9 | 11% |
| Jim Bhullar | JPMorgan | 9 | 22% |
| Elyse Greenspan | Wells Fargo | 8 | 0% |
| Mike Ward | Citigroup | 7 | 14% |
| Wilma Burdis | Raymond James | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 2 | 19 | 11% |
| Jefferies | 1 | 12 | 42% |
| BMO Capital Markets | 1 | 12 | 17% |
| Evercore ISI | 1 |
| 12 |
| 42% |
| JPMorgan | 2 | 11 | 18% |
| KBW | 1 | 10 | 0% |
| Piper Sandler | 1 | 9 | 11% |
| Citigroup | 1 | 7 | 14% |
Prudential delivered pretax adjusted operating income of $3.61 per share, up 10% year-over-year, driven by retirement segment momentum with record annuity growth and PGIM margin expansion. Japan POJ sales suspension continued dragging international results, while group disability experienced weaker underwriting from higher claim severity. Management lowered the full-year 2026 tax rate from 23-24% to 21-22% and reiterated the POJ financial impact at $525-$575 million.
Capital Allocation | Competitive Dynamics | Regulation Policy | Margin | Revenue Growth | Guidance Reliability | Innovation & R&D | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 3 | 3 | 5 | 6 | 2 | 1 | 1 |
| 2025Q1 | 9 | 7 | 3 | 6 | 4 | 1 | 2 | 2 |
| 2025Q2 | 7 | 8 | 7 | 5 | 4 | 2 | 4 | 4 |
| 2025Q3 | 5 | 8 | 3 | 5 | 3 | 2 | 5 | 2 |
| 2025Q4 | 7 | 7 | 10 | 5 | 1 | 1 | ||
| 2026Q1 | 6 | 6 | 5 | 4 | 3 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 10 | 9 | 7 | 5 | 7 | 6 |
| Competitive Dynamics | 3 | 7 | 8 | 8 | 7 | 6 |
| Regulation Policy | 3 | 3 | 7 | 3 | 10 | 5 |
| Margin | 5 | 6 | 5 | 5 | 5 | 4 |
| Revenue Growth | 6 | 4 | 4 | 3 | 3 | |
| Guidance Reliability | 2 | 1 | 2 | 2 | 1 | 4 |
| Innovation & R&D | 1 | 2 | 4 | 5 | ||
| Demand | 1 | 2 | 4 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PRU Prudential Financial | 7 | +6.3% | |
| AFL Aflac | 6 | +25.0% | |
| GL Globe Life | 8 | +5.3% | |
| MET MetLife | 7 | +4.4% |