-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:保诚集团(PRU)公布2026年第一季度运营每股收益为3.61美元,高于去年同期的3.29美元,也高于CFRA分析师此前预测的3.18美元和市场普遍预期的3.11美元。由于税前投资亏损6.21亿美元(去年同期为2.46亿美元),净利润下降16%至5.97亿美元。保诚集团于4月份延长了对日本保诚集团(Prudential of Japan)的销售暂停期限,以解决此前在2026年初发现的持续存在的员工不当行为问题,这一举措对本季度业绩造成了负面影响。保诚集团旗下PGIM业务调整后营业收入强劲增长22%至1.9亿美元,资产管理规模达到1.433万亿美元;美国业务则温和增长3%至9.56亿美元,其中退休金业务板块增长9%。国际业务收入下降4%至8.1亿美元,主要原因是与日本市场暂停销售相关的支出,但其他国际市场展现出韧性。我们认为,延长日本市场的销售暂停是一个重大的负面催化剂,尽管PRU多元化业务板块的运营表现依然稳健,但仍会削弱其股价的上涨潜力。
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