Prudential Financial (PRU) is a life & health insurance company in the Financials sector. Listed on the NASDAQ, Prudential Financial is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $105.17.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $105.17 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 8.17% |
| Risk / Std Dev (Annualized) | 25.83% |
| Sharpe Ratio (rf=4.5%) | 0.14 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Life & Health Insurance
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 8.17% with an annualized volatility of 25.83%. The Sharpe ratio of 0.14 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 36.53B |
| Enterprise Value | 56.29B |
| Trailing P/E | 10.69 |
| Forward P/E | 7.22 |
| Price to Book | 1.14 |
| Price to Sales | 0.58 |
| EV/Revenue | 0.89 |
| EV/EBITDA | 11.03 |
| Profitability | | | Profit Margin | 5.48% | | Operating Margin | 4.72% | | ROE | 10.71% | | ROA | 0.41% |
| Growth | | | Revenue Growth | 15.3% | | Earnings Growth | -14.3% |
| Dividend | | | Dividend Yield | 532.0% | | Payout Ratio | 56.13% | | 5Y Avg Yield | 478.0% |
| Financial Health | | | Total Revenue | 63.29B | | Total Debt | 55.52B | | Total Cash | 38.68B | | Free Cash Flow | 10.38B | | Operating Cash Flow | 9.78B |
| Price & Technical | | | 52W High | $119.76$ | | 52W Low | $91.89$ | | 50-Day Avg | $99.8$ | | 200-Day Avg | $104.18$ | | Beta | 0.85 | | Shares Outstanding | 0.35B | | Float Shares | 0.35B | | Insider Holdings | 0.18% | | Institutional Holdings | 64.48% | | Short Ratio | 5.96 | | Short % of Float | 4.05% |
| Analyst Targets | | | Target High | $117.0$ | | Target Low | $90.0$ | | Target Mean | $100.47$ | | Target Median | $101.0$ | | # of Analysts | 15 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.