FINWIRES · TerminalLIVE
FINWIRES

Research Alert: CFRA Maintains Hold Opinion On Shares Of Prudential Financial, Inc.

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our target price by $13, to $100, valuing PRU shares at 6.9x our '27 operating EPS estimate of $14.40 (cut today by $1.10). We also cut our '26 EPS estimate by $1.40, to $13.10. These EPS reductions reflect our estimate of the impact of PRU's decision (announced last night) to extend the sales suspension at Prudential of Japan for another 180 days (through 11/5/26). This follows the Feb '26 initial 90-day voluntary suspension of new sales in Japan taken to address employee misconduct. While we laud PRU's candor in addressing this situation, we view this as a material issue. Japan is an important market for PRU, and its International Business unit accounted for nearly half of the firm's pretax operating profits in '25. We think this development removes a catalyst from the shares. Though it currently trades at only 6.8x our '26 EPS estimate (vs. its one-year average forward multiple of 7.4x and a peer average of 8.9x), and currently yield 5.7%, we do not recommend adding to positions at this juncture.

相关文章

Asia

纽蒙特矿业公司公布第一季度调整后收益和销售额均有所增长。

纽蒙特矿业公司(ASX:NEM)周五公布,第一季度调整后每股收益为2.90澳元,高于去年同期的1.25澳元。 FactSet调查的分析师此前预期每股收益为2.18澳元。 截至3月31日的第一季度,公司销售额为73.1亿澳元,高于去年同期的50.1亿澳元。FactSet调查的分析师此前预期销售额为65.7亿澳元。 董事会宣布派发季度股息,每股0.26澳元,高于去年同期的0.25澳元,将于6月22日支付给截至5月27日登记在册的股东。

$ASX:NEM
Research

研究快讯:保诚集团第一季度每股收益超预期,主要得益于强劲的退休/福利增长;股票回购是实现9%-12%增长目标的关键

独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下:PFG第一季度运营每股收益为2.07美元,高于去年同期的1.81美元,虽然低于我们此前2.24美元的预期,但高于市场普遍预期的2.01美元,同比表现稳健。剔除重大差异后,运营每股收益为2.17美元,高于去年同期的1.92美元,反映出多个业务板块的显著改善。我们对这些业绩表示赞赏,但鉴于核心退休和收入解决方案业务板块中许多领域的波动性和交易性,第一季度的业绩可能并不代表可持续的水平,尽管我们对特殊福利业务的利润率提升持积极态度。管理层重申了此前对2026年运营每股收益增长9%至12%的预期。我们注意到,人寿保险业务的业绩仍然面临一定压力,而投资管理业务则持续受到净资产流出的困扰。我们认为,像 2025 年完成的 9 亿美元股票回购计划这样的举措,将是支持每股收益增长目标的关键组成部分,并应有助于管理层在未来实现业绩指引。

$PFG
Equities

ONEOK维持季度股息每股1.07美元,将于5月15日支付给5月4日登记在册的股东。

$OKE