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研究快訊:CFRA維持保德信金融集團股票的持有評等。

-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下:我們將目標價下調13美元至100美元,PRU股票的估值相當於我們2027年每股收益預期14.40美元(今日下調1.10美元)的6.9倍。同時,我們也下調了2026年每股收益預期1.40美元至13.10美元。這次每股收益預期下調反映了我們對PRU決定(昨晚宣布)將日本保誠集團的銷售暫停期限再延長180天(至2026年11月5日)的影響的評估。此前,為應對員工不當行為,PRU已於2026年2月自願暫停在日本的新業務銷售90天。儘管我們讚賞PRU坦誠面對此事,但我們認為這是一個重大問題。日本是保誠集團的重要市場,其國際業務部門在2025年貢獻了公司近一半的稅前營業利潤。我們認為這項發展消除了股價上漲的催化劑。儘管該股目前的本益比僅為我們2026年每股收益預期值的6.8倍(而其一年期平均預期本益比為7.4倍,同業平均本益比為8.9倍),且股息收益率為5.7%,但我們目前不建議增持。

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