Prudential Financial Inc
PRUFinancial·Insurance - Life·USA·Large·NYSE·Nov 11 • 3:16 PM ET
Price
PRU against its 20, 50 and 200-day averages4.6% under the 52-week high of 128.78 on 5 Nov 2026. 52-week low 91.89 on 13 Mar 2026. Last 15 sessions, 12.9% high to low
Volume 0.37× normal · the line is the 50-bar volume average
Profile
PRUPrudential Financial, Inc. engages in the provision of insurance, investment management, and other financial products and services. It operates through the following segments: Prudential Investment Management, Inc. (PGIM), U.S. Businesses, International Businesses, and Corporate and Others. The PGIM segment is involved in the provision of investment management services and solutions related to public fixed income, public equity, real estate debt and equity, private credit and other alternatives, and multi-asset class strategies. The U.S. Businesses segment includes retirement strategies, group insurance, and individual life. The International Businesses segment focuses on investing in existing businesses and assessing acquisition opportunities. The Corporate and Other Operations segment relates to the corporate items and initiatives not allocated to business segments. The company was founded by John Fairfield Dryden in 1875 and is headquartered in Newark, NJ.
| Index | S&P 500, RUI |
|---|---|
| Employees | 36824 |
| IPO | Dec 13, 2001 |
| Beta | 0.82 |
| ATR, 14d | 3.08 |
| Rel volume | 0.37 |
| Short float | 3.94% |
| Insider own | 0.19% |
| Inst own | 66.46% |
Snapshot
6 groupsValuation
| Index | S&P 500, RUI |
|---|---|
| Market Cap | 42.13B |
| Enterprise Value | - |
| Income | 3.83B |
| Sales | 61.33B |
| Book/sh | 85.90 |
| Cash/sh | - |
| Dividend Est. | 5.60 (4.56%) |
| Dividend TTM | 5.55 (4.52%) |
| Dividend Ex-Date | Aug 25, 2026 |
| Dividend Gr. 3/5Y | 4.00% 4.18% |
| Payout | 54.03% |
| Employees | 36824 |
| IPO | Dec 13, 2001 |
Ratios
| P/E | 11.18 |
|---|---|
| Forward P/E | 8.88 |
| PEG | 3.83 |
| P/S | 0.69 |
| P/B | 1.43 |
| P/C | - |
| P/FCF | 3.97 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 2.23 |
| Debt/Eq | 1.16 |
| LT Debt/Eq | 0.83 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 10.99 |
|---|---|
| EPS next Y | 13.83 |
| EPS next Q | 3.01 |
| EPS this Y | -4.43% |
| EPS next Y | 0.26% |
| EPS next 5Y | 2.32% |
| EPS past 3/5Y | - - |
| Sales past 3/5Y | 2.23% 1.28% |
| EPS Y/Y TTM | 50.56% |
| Sales Y/Y TTM | 6.46% |
| EPS Q/Q | -1.33% |
| Sales Q/Q | -19.23% |
| Earnings | Nov 03 AMC |
| EPS/Sales Surpr. | 13.21% -6.45% |
Ownership
| Insider Own | 0.19% |
|---|---|
| Insider Trans | -4.45% |
| Inst Own | 66.46% |
| Inst Trans | 0.18% |
| ROA | 0.50% |
| ROE | 12.58% |
| ROIC | 7.18% |
| Gross Margin | - |
| Oper. Margin | 7.77% |
| Profit Margin | 6.24% |
| SMA20 | 3.99% |
| SMA50 | 4.76% |
| SMA200 | 12.61% |
| Trades | - |
Technical
| Shs Outstand | 343.56M |
|---|---|
| Shs Float | 342.35M |
| Short Float | 3.94% |
| Short Ratio | 8.05 |
| Short Interest | 13.49M |
| 52W High | 128.78 -4.61% |
| 52W Low | 91.89 33.68% |
| Volatility | 3.68% 2.33% |
| ATR (14) | 3.08 |
| RSI (14) | 59.27 |
| Beta | 0.82 |
| Rel Volume | 0.37 |
| Avg Volume | 1.68M |
| Volume | 552,161 |
Performance
| Perf Week | -2.99% |
|---|---|
| Perf Month | 8.31% |
| Perf Quarter | -1.53% |
| Perf Half Y | 19.98% |
| Perf YTD | 8.82% |
| Perf Year | 15.08% |
| Perf 3Y | 33.48% |
| Perf 5Y | 11.40% |
| Perf 10Y | 25.44% |
| Recom | 3.45 |
| Target Price | 114.29 |
| Prev Close | 123.30 |
| Price | 122.84 |
| Change % | -0.37% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jun 09, 2026 | Downgrade | AArgus | Buy → Hold | ||
| May 04, 2026 | Downgrade | MMorgan Stanley | Equal-Weight → Underweight | $92 | -25.1% |
| Apr 22, 2026 | Downgrade | JJefferies | Buy → Hold | $98 | -20.2% |
| Apr 22, 2026 | Downgrade | BBarclays | Equal Weight → Underweight | $91 | -25.9% |
| Feb 25, 2026 | Downgrade | WWells Fargo | Equal Weight → Underweight | $103 | -16.2% |
| Dec 16, 2025 | Initiated | MMizuho | Neutral | ||
| Sep 16, 2025 | Initiated | WWolfe Research | Peer Perform | ||
| Jan 23, 2025 | Initiated | BBMO Capital Markets | Underperform | $101 | -17.8% |
| Nov 14, 2024 | Upgrade | EEvercore ISI | Underperform → In-line | $117 → $140 | +14.0% |
| Oct 09, 2024 | Initiated | TTD Cowen | Hold | $130 | +5.8% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| MET | Metlife Inc | 64.73B |
| MFC | Manulife Financial Corp | 73.95B |
| LNC | Lincoln National Corp | 8.16B |
| AFL | Aflac Inc | 62.77B |
| JXN | Jackson Financial Inc | 9.19B |
| CRBG | Corebridge Financial Inc | 15.78B |
| EQH | Equitable Holdings Inc | 14.84B |
| PUK | Prudential plc ADR | 31.46B |
| SLF | Sun Life Financial Inc | 41.15B |
| PFG | Principal Financial Group Inc | 24.39B |
Insider trading
latest 14 of 45| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Boyle Robert E | Senior Vice President | Nov 06 '26 | Option Exercise | 108.76 | 2,876 | 312,791 | 7,482 | Nov 10 05:58 PM |
| Boyle Robert E | Senior Vice President | Nov 06 '26 | Sale | 121.24 | 2,794 | 338,745 | 6,008 | Nov 10 05:58 PM |
| KAPPLER ANN M | EVP and General Counsel | Nov 06 '26 | Option Exercise | 109.36 | 2,919 | 319,221 | 16,432 | Nov 10 05:55 PM |
| KAPPLER ANN M | EVP and General Counsel | Nov 06 '26 | Sale | 120.60 | 2,797 | 337,318 | 14,482 | Nov 10 05:55 PM |
| SULLIVAN ANDREW F | Chief Executive Officer | Nov 06 '26 | Option Exercise | 109.48 | 3,705 | 405,641 | 52,793 | Nov 10 05:49 PM |
| SULLIVAN ANDREW F | Chief Executive Officer | Nov 06 '26 | Sale | 121.32 | 3,544 | 429,958 | 50,317 | Nov 10 05:49 PM |
| Boyle Robert E | Officer | Nov 06 '26 | Proposed Sale | 121.24 | 2,876 | 348,686 | Nov 06 05:23 PM | |
| SULLIVAN ANDREW F | Officer | Nov 06 '26 | Proposed Sale | 121.32 | 3,705 | 449,490 | Nov 06 04:29 PM | |
| KAPPLER ANN M | Officer | Nov 06 '26 | Proposed Sale | 120.60 | 2,919 | 352,031 | Nov 06 04:18 PM | |
| Waldeck George P Jr. | Executive Vice President | Oct 31 '26 | Option Exercise | 0.00 | 1,774 | 0 | 71,607 | Nov 03 11:17 AM |
| Boyle Robert E | Senior Vice President | Aug 31 '26 | Option Exercise | 0.00 | 353 | 0 | 6,087 | Sep 02 01:50 PM |
| KAPPLER ANN M | EVP and General Counsel | Aug 14 '26 | Sale | 125.01 | 7,652 | 956,577 | 14,407 | Aug 18 05:03 PM |
| KAPPLER ANN M | Officer | Aug 14 '26 | Proposed Sale | 125.00 | 7,652 | 956,500 | Aug 14 06:05 PM | |
| KAPPLER ANN M | EVP and General Counsel | May 14 '26 | Sale | 103.25 | 13,580 | 1,402,135 | 22,059 | May 18 03:16 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VOO | Vanguard S&P 500 ETF | AUM: 1054.75B |
| VO | Vanguard Morningstar Mid-Cap ETF | AUM: 107.07B |
| IVV | iShares Core S&P 500 ETF | AUM: 871.38B |
| DVY | iShares Select Dividend ETF | AUM: 23.68B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 793.23B |
| VTV | Vanguard Morningstar Value ETF | AUM: 196.23B |
| XLF | State Street Financial Select Sector SPDR ETF | AUM: 54.05B |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | AUM: 24.66B |
| RSP | Invesco S&P 500 Equal Weight ETF | AUM: 104.94B |
News
latest 14 of 200- Prudential Financial Declares Quarterly Dividend on Common Stock (Business Wire)
- Prudential Claims Insight Assistant Launches to Help Simplify Claim Management (Business Wire)
- Bear of the Day: Prudential Financial (PRU) (Zacks)
- Prudential Clears A Lowered Bar, But A Longer Japan Suspension Breaks Its Earnings Growth Streak (Earnings Whispers) +6.58%
- Wall Street's most hated stocks are faring far better than its favorites (MarketWatch)
- PGIM Expands Private Credit Push, Backing $680 Million Tree Line Continuation Vehicle (Benzinga Private Markets)
- Prudential Faces Low Bar As Japan Drag And Strategy Reset Meet Third-Quarter Reality (Earnings Whispers)
- SoFi and Prudential Financial Team up to Help Expand Access to Life Insurance for More Americans (Business Wire)
- Prudential Financial Sells Prudential of Brazil, Prudential of Mexico for $4 Billion (The Wall Street Journal)
- Prudential Financial announces sale of Prudential of Brazil and Prudential of Mexico to CNP Assurances (Business Wire)
- S&P revises Prudentials outlook to negative on Japan headwinds (Investing.com)
- Prudential found 86% of Americans 50 and up don't feel free to spend savings on enjoyment (Quartz)
- PGIM to merge PGIM Jennison Focused Value Fund into PGIM Jennison Focused Value ETF (Business Wire)
- PGIM to Transfer Listing of PGIM Active High Yield Bond ETF to Cboe BZX Exchange (Business Wire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-03 | 3.770 | 3.330 | 3.960 | 13,713 | 14,658 | 14 |
| 2026Q2 | 2026-08-04 | 4.080 | 3.518 | 2.795 | 14,125 | 14,361 | 17 |
| 2026Q1 | 2026-05-05 | 3.610 | 3.091 | 1.683 | 15,234 | 14,104 | 17 |
| 2025Q4 | 2026-02-03 | 3.300 | 3.371 | 2.551 | 14,520 | 14,669 | 16 |
| 2025Q3 | 2025-10-29 | 4.260 | 3.716 | 4.011 | 16,239 | 14,136 | 17 |
| 2025Q2 | 2025-07-30 | 3.580 | 3.217 | 1.485 | 13,618 | 13,510 | 16 |
| 2025Q1 | 2025-04-30 | 3.290 | 3.177 | 1.957 | 13,295 | 14,443 | 16 |
| 2024Q4 | 2025-02-04 | 2.960 | 3.243 | -0.158 | 14,121 | 14,709 | 16 |
| 2024Q3 | 2024-10-30 | 3.480 | 3.471 | 1.235 | 18,758 | 14,893 | 15 |
| 2024Q2 | 2024-08-01 | 3.390 | 3.448 | 3.284 | 13,841 | 13,529 | 15 |
| 2024Q1 | 2024-04-30 | 3.120 | 3.138 | 3.115 | 21,699 | 14,496 | 13 |
| 2023Q4 | 2024-02-06 | 2.580 | 2.613 | 3.648 | 13,020 | 12,994 | 14 |
| 2023Q3 | 2023-11-01 | 3.440 | 3.140 | -2.226 | 10,126 | 12,755 | 15 |
| 2023Q2 | 2023-08-01 | 2.940 | 3.042 | 1.379 | 12,644 | 12,645 | 15 |
| 2023Q1 | 2023-05-02 | 2.660 | 2.963 | 3.927 | 14,574 | 12,886 | 16 |
| 2022Q4 | 2023-02-07 | 2.420 | 2.536 | -1.534 | 12,649 | 13,566 | 17 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 11.690 | 12.039 | 9.498 | 58,124 | 54,209 |
| 2019FY | 11.690 | 11.374 | 10.107 | 58,088 | 55,697 |
| 2020FY | 10.210 | 9.910 | -0.998 | 54,467 | 54,893 |
| 2021FY | 14.580 | 14.055 | 19.505 | 60,409 | 60,473 |
| 2022FY | 9.460 | 9.539 | -4.491 | 61,681 | 62,414 |
| 2023FY | 11.620 | 11.658 | 6.744 | 50,886 | 50,927 |
| 2024FY | 12.620 | 12.997 | 7.501 | 68,503 | 69,477 |
| 2025FY | 14.430 | 14.503 | 9.990 | 57,677 | 57,576 |
| 2026FY | - | 13.790 | - | - | 56,499 |
| 2027FY | - | 13.826 | - | - | 57,403 |
| 2028FY | - | 15.458 | - | - | 58,955 |
| 2029FY | - | 17.253 | - | - | 61,225 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-10 | 7 | 1 | 5 | 14,411 | 13,445 | 15,773 |
| 2026Q4 | S | 2026-11-06 | 6 | 1 | 5 | 14,572 | 13,784 | 15,773 |
| 2026Q4 | S | 2026-11-04 | 6 | 1 | 5 | 14,588 | 13,784 | 15,773 |
| 2026Q4 | S | 2026-11-03 | 6 | 0 | 6 | 14,519 | 13,984 | 15,773 |
| 2026Q4 | S | 2026-10-28 | 6 | 0 | 6 | 14,519 | 13,984 | 15,773 |
| 2026Q4 | S | 2026-10-23 | 6 | 1 | 5 | 14,610 | 13,984 | 15,773 |
| 2026Q4 | S | 2026-10-21 | 6 | 1 | 4 | 14,718 | 13,984 | 15,773 |
| 2026Q4 | S | 2026-10-20 | 6 | 2 | 3 | 14,808 | 14,132 | 15,773 |
| 2026Q4 | S | 2026-10-19 | 6 | 2 | 2 | 14,912 | 14,132 | 16,393 |
| 2026Q4 | S | 2026-10-16 | 6 | 2 | 2 | 15,007 | 14,357 | 16,393 |
| 2026Q4 | S | 2026-10-15 | 6 | 2 | 1 | 15,112 | 14,526 | 16,393 |
| 2026Q4 | S | 2026-10-14 | 7 | 2 | 1 | 15,037 | 14,526 | 16,393 |
| 2026Q4 | S | 2026-10-09 | 7 | 2 | 1 | 15,039 | 14,536 | 16,393 |
| 2026Q4 | S | 2026-10-08 | 7 | 2 | 1 | 15,041 | 14,536 | 16,393 |
Estimate history
| EPS, annual | 17.858 | 9.498 | 10.107 | -0.998 | 19.505 | -4.491 | 6.744 | 7.501 | 9.994 | 10.9865 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 1.235 | -0.158 | 1.957 | 1.485 | 4.011 | 2.551 | 1.683 | 2.795 | 3.958 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 59689 | 62992 | 64807 | 57033 | 70934 | 56881 | 53979 | 70405 | 60774 | 61326 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 19490 | 12523 | 13470 | 13726 | 17888 | 15690 | 15526 | 15661 | 14449 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 422.552 | 410.712 | 398.832 | 396.437 | 376.286 | 365.963 | 359.216 | 354.567 | 347.944 | 343.557 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 355.931 | 354.567 | 354.007 | 351.943 | 349.922 | 347.944 | 347.325 | 345.213 | 343.557 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 61,326.00 | 60,774.00 | 70,405.00 | 53,979.00 | 56,881.00 | 70,934.00 | 57,033.00 | 64,807.00 | 62,992.00 |
| Losses, Claims & Reserves | 41,654.00 | 41,471.00 | 52,362.00 | 36,320.00 | 43,861.00 | 44,814.00 | 41,222.00 | 43,974.00 | 43,936.00 |
| Selling, General and Administrative Incl. Other | 14,906.00 | 14,647.00 | 14,834.00 | 14,410.00 | 14,009.00 | 15,679.00 | 16,134.00 | 15,748.00 | 14,222.00 |
| Operating Income before Interest Expense | 4,766.00 | 4,656.00 | 3,209.00 | 3,249.00 | -989.00 | 10,441.00 | -323.00 | 5,085.00 | 4,834.00 |
| Interest Expense | 0.00 | 0.00 | - | - | - | - | - | - | - |
| Unusual Expense | - | 0.00 | 0.00 | 177.00 | 903.00 | 1,060.00 | - | - | - |
| Net Income Before Taxes | 4,766.00 | 4,656.00 | 3,209.00 | 3,072.00 | -1,892.00 | 9,381.00 | -323.00 | 5,085.00 | 4,834.00 |
| Income Taxes | 873.00 | 1,053.00 | 507.00 | 613.00 | -279.00 | 1,674.00 | -81.00 | 947.00 | 822.00 |
| Consolidated Net Income | 3,988.00 | 3,732.00 | 2,846.00 | 2,508.00 | -1,675.00 | 7,794.00 | -146.00 | 4,238.00 | 4,088.00 |
| Net Income From Continuing Operations | 3,875.00 | 3,576.00 | 2,727.00 | 2,488.00 | -1,647.00 | 7,724.00 | -374.00 | 4,186.00 | 4,074.00 |
| Net Income | 3,827.00 | 3,535.00 | 2,695.00 | 2,459.00 | -1,672.00 | 7,609.00 | -395.00 | 4,140.00 | 4,026.00 |
| EPS (Recurring) | 11.05 | 9.99 | 7.50 | 7.08 | -2.79 | 21.41 | -1.00 | 10.11 | 9.50 |
| EPS (Basic, Before Extraordinaries) | 11.04 | 10.05 | 7.54 | 6.76 | -4.49 | 19.65 | -1.00 | 10.23 | 9.64 |
| EPS (Diluted) | 10.99 | 9.99 | 7.50 | 6.74 | -4.49 | 19.51 | -1.00 | 10.11 | 9.50 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 11.22 | 11.22 | 10.51 | 67.06 | 138.33 | 5.58 | - | 9.26 | 8.59 |
| Price To Sales Ratio | 0.64 | 0.66 | 0.60 | 0.70 | 0.65 | 0.60 | 0.54 | 0.59 | 0.55 |
| Operating Margin | 7.77 | 7.66 | 4.56 | 6.02 | -1.74 | 14.72 | -0.57 | 7.85 | 7.67 |
| Net Margin | 6.24 | 5.82 | 3.83 | 4.56 | -2.94 | 10.73 | -0.69 | 6.39 | 6.39 |
| Shares Outstanding | 343.56 | 347.94 | 354.57 | 359.22 | 365.96 | 376.29 | 396.44 | 398.83 | 410.71 |
| Market Capitalization | 42,291.90 | 42,291.90 | 42,196.68 | 37,439.31 | 36,601.28 | 40,914.72 | 30,915.72 | 37,683.48 | 33,680.15 |
| Operating Income after Interest Expense | - | 4,656.00 | - | - | - | - | - | - | - |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 14,449.00 | 15,661.00 | 15,526.00 | 15,690.00 | 17,888.00 | 13,726.00 | 13,470.00 | 12,523.00 |
| Losses, Claims & Reserves | 9,443.00 | 10,716.00 | 10,913.00 | 10,582.00 | 12,426.00 | 9,403.00 | 9,060.00 | 8,987.00 |
| Selling, General and Administrative Incl. Other | 3,365.00 | 3,767.00 | 3,880.00 | 3,894.00 | 3,680.00 | 3,583.00 | 3,490.00 | 3,685.00 |
| Operating Income before Interest Expense | 1,641.00 | 1,178.00 | 733.00 | 1,214.00 | 1,782.00 | 740.00 | 920.00 | -149.00 |
| Interest Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - |
| Operating Income after Interest Expense | 1,641.00 | 1,178.00 | 733.00 | 1,214.00 | 1,782.00 | 740.00 | 920.00 | - |
| Net Income Before Taxes | 1,641.00 | 1,178.00 | 733.00 | 1,214.00 | 1,782.00 | 740.00 | 920.00 | -149.00 |
| Income Taxes | 257.00 | 218.00 | 129.00 | 269.00 | 382.00 | 195.00 | 207.00 | -186.00 |
| Consolidated Net Income | 1,405.00 | 1,036.00 | 606.00 | 941.00 | 1,483.00 | 566.00 | 742.00 | 73.00 |
| Net Income From Continuing Operations | 1,388.00 | 985.00 | 597.00 | 905.00 | 1,431.00 | 533.00 | 707.00 | -57.00 |
| Net Income | 1,371.00 | 973.00 | 588.00 | 895.00 | 1,416.00 | 527.00 | 697.00 | -56.00 |
| EPS (Recurring) | 3.96 | 2.80 | 1.68 | 2.55 | 4.01 | 1.48 | 1.96 | -0.16 |
| EPS (Basic, Before Extraordinaries) | 3.98 | 2.81 | 1.69 | 2.56 | 4.03 | 1.49 | 1.97 | -0.16 |
| EPS (Diluted) | 3.96 | 2.80 | 1.68 | 2.55 | 4.01 | 1.48 | 1.96 | -0.16 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 11.22 | 11.09 | 9.76 | 15.47 | 22.95 | 17.00 | 14.94 | 10.51 |
| Price To Sales Ratio | 0.64 | 0.58 | 0.54 | 0.65 | 0.64 | 0.64 | 0.66 | 0.60 |
| Operating Margin | 11.36 | 7.52 | 4.72 | 7.74 | 9.96 | 5.39 | 6.83 | -1.19 |
| Net Margin | 9.49 | 6.21 | 3.79 | 5.70 | 7.92 | 3.84 | 5.17 | -0.45 |
| Shares Outstanding | 343.56 | 345.21 | 347.33 | 347.94 | 349.92 | 351.94 | 354.01 | 354.57 |
| Market Capitalization | 42,291.90 | 37,451.71 | 33,996.12 | 39,508.00 | 36,516.48 | 38,033.76 | 39,534.72 | 42,196.68 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 19,749.00 | 18,520.00 | 19,463.00 | 17,299.00 | 12,934.00 | 13,855.00 | 16,474.00 | 15,495.00 | 14,536.00 |
| Investments | 470,519.00 | 444,780.00 | 434,733.00 | 417,441.00 | 492,199.00 | 553,620.00 | 522,760.00 | 479,245.00 | 469,871.00 |
| Premium Balance Receivables - Insurance | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 366.00 | 373.00 | 286.00 | 340.00 | 395.00 | 466.00 | 554.00 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | - | - | - | 4,214.00 | - | - | - | - | - |
| Other Intangible Assets | 283,106.00 | 271,914.00 | 266,730.00 | 253,949.00 | 432,054.00 | 372,781.00 | 356,764.00 | 320,338.00 | 347,729.00 |
| Total Assets | 773,740.00 | 735,587.00 | 721,212.00 | 689,029.00 | 937,582.00 | 940,722.00 | 896,552.00 | 815,078.00 | 832,136.00 |
| Insurance Policy Liabilities - Insurance | 464,116.00 | 440,339.00 | 427,241.00 | 403,955.00 | 422,148.00 | 477,549.00 | 452,625.00 | 428,294.00 | 411,917.00 |
| Total Debt | 32,964.00 | 28,774.00 | 27,241.00 | 28,016.00 | 30,235.00 | 32,353.00 | 32,128.00 | 30,734.00 | 28,470.00 |
| Long Term Debt | 21,831.00 | 20,930.00 | 20,567.00 | 20,652.00 | 19,199.00 | 20,378.00 | 20,362.00 | 18,333.00 | 18,690.00 |
| Provision for Risks Charges | -1,898.00 | -1,858.00 | -2,060.00 | -2,359.00 | 2,989.00 | 3,463.00 | 3,371.00 | 3,284.00 | 3,209.00 |
| Other Liabilities | 242,977.00 | 238,206.00 | 238,914.00 | 227,498.00 | 419,602.00 | 359,147.00 | 344,709.00 | 303,735.00 | 334,029.00 |
| Total Liabilities | 738,159.00 | 705,461.00 | 691,336.00 | 657,110.00 | 874,974.00 | 872,512.00 | 832,833.00 | 766,047.00 | 777,625.00 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 32,438.00 | 27,872.00 | 27,820.00 | 30,593.00 | 61,876.00 | 67,425.00 | 63,115.00 | 48,617.00 | 54,236.00 |
| Total Shareholders Equity | 32,438.00 | 27,872.00 | 27,820.00 | 30,593.00 | 61,876.00 | 67,425.00 | 63,115.00 | 48,617.00 | 54,236.00 |
| Accumulated Minority Interest | 3,143.00 | 2,254.00 | 2,056.00 | 1,326.00 | 732.00 | 785.00 | 604.00 | 414.00 | 275.00 |
| Total Equity | 35,581.00 | 30,126.00 | 29,876.00 | 31,919.00 | 62,608.00 | 68,210.00 | 63,719.00 | 49,031.00 | 54,511.00 |
| Total Liabilities & Stockholders Equity | 773,740.00 | 735,587.00 | 721,212.00 | 689,029.00 | 937,582.00 | 940,722.00 | 896,552.00 | 815,078.00 | 832,136.00 |
| Book Value Per Share | 93.23 | 78.61 | 77.45 | 83.60 | 164.44 | 170.08 | 158.25 | 118.37 | 128.35 |
| Tangible Book Value Per Share | 93.23 | 78.61 | 77.45 | 83.60 | 164.44 | 170.08 | 158.25 | 118.37 | 128.35 |
| Full-Time Employees | 36,824 | 38,196 | 40,658 | 40,366 | 40,916 | 41,671 | 51,511 | 50,492 | 49,705 |
| Price to Book Ratio | 1.44 | 1.39 | 1.45 | 2.22 | 0.66 | 0.46 | 0.59 | 0.69 | 0.97 |
| Return on Assets | 0.47 | 0.37 | 0.35 | -0.20 | 0.82 | -0.04 | 0.49 | 0.49 | 0.97 |
| Return on Equity | 11.86 | 9.79 | 8.52 | -3.56 | 11.95 | -0.57 | 7.49 | 7.93 | 15.71 |
| Return on Invested Capital | 6.59 | 5.59 | 5.14 | -3.21 | 9.53 | -0.43 | 5.01 | 6.09 | 10.78 |
| Current Ratio | 2.14 | 2.39 | 2.18 | 1.81 | 1.25 | 1.35 | 1.39 | 1.43 | 1.04 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 9,754.00 | 10,859.00 | 8,914.00 | 7,468.00 | 5,352.00 | 6,513.00 | 5,341.00 | 6,450.00 | 4,083.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 852.00 | -4,588.00 | -412.00 | -958.00 | -194.00 | 3,299.00 | 3,027.00 | 13,175.00 | 17,581.00 |
| Cash from Operating Activities | 10,606.00 | 6,271.00 | 8,502.00 | 6,510.00 | 5,158.00 | 9,812.00 | 8,368.00 | 19,625.00 | 21,664.00 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -1,755.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 422.00 | 132.00 | 1,454.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -26,512.00 | -25,685.00 | -28,535.00 | -11,446.00 | -7,962.00 | -4,878.00 | -17,386.00 | -14,836.00 | -21,440.00 |
| Purchase of Investments | -154,379.00 | -129,769.00 | -140,946.00 | -103,493.00 | -125,331.00 | -143,709.00 | -152,551.00 | -135,323.00 | -157,190.00 |
| Sale Or Maturity of Investments | 127,867.00 | 104,084.00 | 112,411.00 | 92,047.00 | 117,369.00 | 138,831.00 | 135,165.00 | 120,487.00 | 135,750.00 |
| Other Uses | 52.00 | -207.00 | -50.00 | -676.00 | -98.00 | -596.00 | -278.00 | -437.00 | -188.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -26,460.00 | -25,892.00 | -28,585.00 | -12,122.00 | -7,638.00 | -5,342.00 | -16,210.00 | -17,028.00 | -21,628.00 |
| Cash Dividends Paid | -1,954.00 | -1,926.00 | -1,891.00 | -1,846.00 | -1,817.00 | -1,814.00 | -1,766.00 | -1,641.00 | -1,521.00 |
| Change in Capital Stock | -883.00 | -891.00 | -799.00 | -886.00 | -1,325.00 | -2,300.00 | -347.00 | -2,367.00 | -1,368.00 |
| Repurchase of Common Pref Stock | -1,000.00 | -1,000.00 | -1,000.00 | -1,012.00 | -1,488.00 | -2,500.00 | -500.00 | -2,500.00 | -1,500.00 |
| Sale of Common Pref Stock | 117.00 | 109.00 | 201.00 | 126.00 | 163.00 | 200.00 | 153.00 | 133.00 | 132.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 4,293.00 | 3,104.00 | 4,729.00 | -388.00 | -96.00 | -1,101.00 | 729.00 | 1,732.00 | 2,448.00 |
| Change in Long Term Debt | 3,176.00 | 774.00 | 1,428.00 | -242.00 | 1,659.00 | -1,440.00 | 251.00 | 1,897.00 | 1,124.00 |
| Issuance of Long Term Debt | 5,061.00 | 2,759.00 | 2,859.00 | 2,076.00 | 2,843.00 | 268.00 | 3,013.00 | 3,964.00 | 2,934.00 |
| Reduction of Long Term Debt | -1,885.00 | -1,985.00 | -1,431.00 | -2,318.00 | -1,184.00 | -1,708.00 | -2,762.00 | -2,067.00 | -1,810.00 |
| Net Financing Active Other Cash Flow | 15,766.00 | 20,486.00 | 17,355.00 | 10,859.00 | 8,171.00 | 2,204.00 | 6,267.00 | 642.00 | 1,222.00 |
| Other Financing Activities Uses | -23,909.00 | -20,251.00 | -19,388.00 | -18,307.00 | -24,149.00 | -29,591.00 | -35,157.00 | -26,843.00 | -27,569.00 |
| Cash from Financing Activities | 17,222.00 | 20,773.00 | 19,394.00 | 7,739.00 | 4,933.00 | -3,011.00 | 4,883.00 | -1,634.00 | 781.00 |
| Exchange Rate Effect | -153.00 | 77.00 | -254.00 | 37.00 | -159.00 | -309.00 | 340.00 | 16.00 | 142.00 |
| Net Change in Cash | 1,215.00 | 1,229.00 | -943.00 | 2,164.00 | 2,294.00 | 1,150.00 | -2,619.00 | 979.00 | 959.00 |
| Free Cash Flow | 10,606.00 | 6,271.00 | 8,502.00 | 6,510.00 | 5,158.00 | 9,812.00 | 8,368.00 | 19,625.00 | 21,664.00 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 4.55 | 9.19 | 6.44 | 8.11 | 11.08 | 5.28 | 4.68 | 2.14 | 1.73 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 18,739.00 | 15,217.00 | 15,993.00 | 19,749.00 | 17,524.00 | 16,701.00 |
| Investments | 470,760.00 | 481,837.00 | 474,124.00 | 470,519.00 | 472,108.00 | 460,581.00 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 366.00 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 281,879.00 | 286,500.00 | 275,279.00 | 283,106.00 | 286,670.00 | 281,670.00 |
| Total Assets | 771,378.00 | 783,554.00 | 765,396.00 | 773,740.00 | 776,302.00 | 758,952.00 |
| Insurance Policy Liabilities - Insurance | 461,263.00 | 468,900.00 | 460,410.00 | 464,116.00 | 467,393.00 | 456,880.00 |
| Total Debt | 34,275.00 | 34,704.00 | 34,086.00 | 32,964.00 | 31,988.00 | 29,987.00 |
| Long Term Debt | 24,442.00 | 23,680.00 | 22,165.00 | 21,831.00 | 20,665.00 | 20,409.00 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | -1,898.00 | 0.00 | 0.00 |
| Other Liabilities | 243,376.00 | 245,363.00 | 235,973.00 | 242,977.00 | 242,106.00 | 238,969.00 |
| Total Liabilities | 738,914.00 | 748,967.00 | 730,469.00 | 738,159.00 | 741,487.00 | 725,836.00 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 29,512.00 | 31,577.00 | 31,975.00 | 32,438.00 | 32,094.00 | 30,582.00 |
| Total Shareholders Equity | 29,512.00 | 31,577.00 | 31,975.00 | 32,438.00 | 32,094.00 | 30,582.00 |
| Accumulated Minority Interest | 2,952.00 | 3,010.00 | 2,952.00 | 3,143.00 | 2,721.00 | 2,534.00 |
| Total Equity | 32,464.00 | 34,587.00 | 34,927.00 | 35,581.00 | 34,815.00 | 33,116.00 |
| Total Liabilities & Stockholders Equity | 771,378.00 | 783,554.00 | 765,396.00 | 773,740.00 | 776,302.00 | 758,952.00 |
| Book Value Per Share | 85.90 | 91.47 | 92.06 | 93.23 | 91.72 | 86.89 |
| Tangible Book Value Per Share | 85.90 | 91.47 | 92.06 | 93.23 | 91.72 | 86.89 |
| Full-Time Employees | - | - | - | 36,824 | - | - |
| Price to Book Ratio | 1.44 | 1.17 | 1.05 | 1.23 | 1.19 | 1.27 |
| Return on Assets | 0.50 | 0.51 | 0.46 | 0.47 | 0.34 | 0.22 |
| Return on Equity | 12.58 | 12.61 | 11.21 | 11.86 | 8.36 | 5.57 |
| Return on Invested Capital | 2.57 | 1.78 | 1.10 | 1.67 | 2.71 | 1.05 |
| Current Ratio | 2.23 | 2.28 | 2.33 | 2.14 | 2.14 | 2.32 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 2,139.00 | 3,322.00 | 2,016.00 | 2,277.00 | 2,755.00 | 3,591.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 1,794.00 | -976.00 | -1,008.00 | 1,042.00 | 1,541.00 | -2,429.00 |
| Cash from Operating Activities | 3,933.00 | 2,346.00 | 1,008.00 | 3,319.00 | 4,296.00 | 1,162.00 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -3,660.00 | -7,103.00 | -10,254.00 | -5,495.00 | -8,971.00 | -5,646.00 |
| Purchase of Investments | -35,657.00 | -40,613.00 | -41,183.00 | -36,926.00 | -34,644.00 | -28,847.00 |
| Sale Or Maturity of Investments | 31,997.00 | 33,510.00 | 30,929.00 | 31,431.00 | 25,673.00 | 23,201.00 |
| Other Uses | 4.00 | -90.00 | 0.00 | 138.00 | -271.00 | -74.00 |
| Other Sources | 0.00 | -78.00 | 78.00 | 0.00 | 0.00 | -108.00 |
| Cash from Investing Activities | -3,656.00 | -7,271.00 | -10,176.00 | -5,357.00 | -9,242.00 | -5,828.00 |
| Cash Dividends Paid | -487.00 | -490.00 | -502.00 | -475.00 | -479.00 | -481.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -214.00 | -223.00 | -217.00 | -229.00 | -223.00 | -221.00 |
| Repurchase of Common Pref Stock | -250.00 | -250.00 | -246.00 | -254.00 | -250.00 | -250.00 |
| Sale of Common Pref Stock | 36.00 | 27.00 | 29.00 | 25.00 | 27.00 | 29.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 989.00 | 946.00 | 1,756.00 | 602.00 | 1,483.00 | -543.00 |
| Change in Long Term Debt | 1,063.00 | 1,188.00 | 172.00 | 753.00 | -171.00 | -465.00 |
| Issuance of Long Term Debt | 1,776.00 | 1,361.00 | 732.00 | 1,192.00 | 1,375.00 | -656.00 |
| Reduction of Long Term Debt | -713.00 | -173.00 | -560.00 | -439.00 | -1,546.00 | 191.00 |
| Net Financing Active Other Cash Flow | 2,899.00 | 3,964.00 | 4,403.00 | 4,500.00 | 4,946.00 | 6,394.00 |
| Other Financing Activities Uses | -7,432.00 | -5,393.00 | -5,712.00 | -5,372.00 | -5,433.00 | -4,846.00 |
| Cash from Financing Activities | 3,187.00 | 4,197.00 | 5,440.00 | 4,398.00 | 5,727.00 | 5,149.00 |
| Exchange Rate Effect | 58.00 | -48.00 | -28.00 | -135.00 | 42.00 | 114.00 |
| Net Change in Cash | 3,522.00 | -776.00 | -3,756.00 | 2,225.00 | 823.00 | 597.00 |
| Free Cash Flow | 3,933.00 | 2,346.00 | 1,008.00 | 3,319.00 | 4,296.00 | 1,162.00 |
| Price to Free Cash Flow | 4.55 | 4.16 | 4.35 | 9.12 | 10.91 | 217.89 |
Revenue breakdown
| Japan | 2024: 13.76B 2025: 13.49B |
|---|---|
| Non-US and excluding Japan | 2024: 8.08B 2025: 10.49B |
| United States | 2024: 48.57B 2025: 36.80B |
| Total Life Insurance revenue | 2024: 70.41B 2025: 60.77B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 3.94% | 13.5M | 342.4M | 1.69M |
| 2026-10-15 | 4.14% | 14.2M | 344.4M | 1.70M |
| 2026-09-30 | 4.35% | 15.0M | 344.3M | 1.71M |
| 2026-09-15 | 4.39% | 15.1M | 344.3M | 1.78M |
| 2026-08-31 | 3.93% | 13.5M | 344.3M | 1.84M |
| 2026-08-14 | 3.69% | 12.7M | 344.3M | 1.87M |
| 2026-07-31 | 3.51% | 12.1M | 344.3M | 1.91M |
| 2026-07-15 | 3.55% | 12.3M | 346.3M | 2.04M |
| 2026-06-30 | 3.43% | 11.9M | 346.3M | 2.10M |
| 2026-06-15 | 3.74% | 12.9M | 346.0M | 2.14M |
| 2026-05-29 | 3.57% | 12.4M | 346.3M | 2.25M |
| 2026-05-15 | 3.53% | 12.2M | 346.3M | 2.34M |
| 2026-04-30 | 3.58% | 12.4M | 346.1M | 2.50M |
| 2026-04-15 | 3.40% | 11.8M | 346.9M | 2.43M |
| 2026-03-31 | 3.18% | 11.1M | 347.1M | 2.35M |
| 2026-03-13 | 2.85% | 9.9M | 347.1M | 2.18M |
| 2026-02-27 | 2.40% | 8.3M | 347.1M | 2.03M |
| 2026-02-13 | 2.36% | 8.2M | 347.1M | 1.96M |
| 2026-01-30 | 2.24% | 7.8M | 349.3M | 1.73M |
| 2026-01-15 | 1.97% | 6.9M | 349.3M | 1.62M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 70.00 | 51.20 | 54.30 | 0.00 | 2.696 | 0.00 | 0.00 | 0.994 | -0.016 | 0.003 |
| call | 75.00 | 46.40 | 49.30 | 0.00 | 2.411 | 0.00 | 0.00 | 0.993 | -0.016 | 0.003 |
| call | 80.00 | 41.20 | 44.30 | 0.00 | 2.163 | 0.00 | 0.00 | 0.992 | -0.017 | 0.004 |
| call | 85.00 | 36.30 | 39.30 | 0.00 | 1.898 | 0.00 | 0.00 | 0.991 | -0.017 | 0.004 |
| call | 90.00 | 31.60 | 34.30 | 0.00 | 1.684 | 0.00 | 0.00 | 0.990 | -0.017 | 0.005 |
| call | 95.00 | 26.30 | 29.30 | 0.00 | 1.443 | 0.00 | 0.00 | 0.989 | -0.016 | 0.005 |
| call | 100 | 21.30 | 24.30 | 0.00 | 1.232 | 0.00 | 0.00 | 0.971 | -0.045 | 0.012 |
| call | 105 | 16.30 | 19.40 | 12.00 | 1.049 | 8.00 | 0.00 | 0.933 | -0.092 | 0.025 |
| call | 110 | 11.60 | 14.50 | 6.71 | 0.843 | 13.00 | 0.00 | 0.903 | -0.100 | 0.033 |
| call | 115 | 7.20 | 9.70 | 8.20 | 0.652 | 610 | 0.00 | 0.841 | -0.111 | 0.046 |
| call | 120 | 3.50 | 4.10 | 3.85 | 0.328 | 1,384 | 20.00 | 0.674 | -0.131 | 0.069 |
| call | 125 | 0.85 | 1.20 | 0.82 | 0.277 | 1,666 | 14.00 | 0.369 | -0.130 | 0.072 |
| call | 130 | 0.05 | 0.20 | 0.30 | 0.266 | 549 | 1.00 | 0.122 | -0.067 | 0.039 |
| call | 135 | 0.00 | 0.15 | 0.38 | 0.550 | 116 | 0.00 | 0.160 | -0.144 | 0.047 |
| call | 140 | 0.00 | 0.45 | 0.05 | 0.475 | 31.00 | 0.00 | 0.042 | -0.046 | 0.017 |
| call | 145 | 0.00 | 0.45 | 0.45 | 0.577 | 7.00 | 0.00 | 0.035 | -0.048 | 0.015 |
| call | 150 | 0.00 | 1.95 | 0.00 | 0.669 | 0.00 | 0.00 | 0.031 | -0.051 | 0.013 |
| call | 155 | 0.00 | 1.20 | 0.00 | 0.755 | 0.00 | 0.00 | 0.028 | -0.052 | 0.012 |
| call | 160 | 0.00 | 2.10 | 0.00 | 0.842 | 0.00 | 0.00 | 0.026 | -0.054 | 0.011 |
| call | 165 | 0.00 | 1.10 | 0.40 | 0.922 | 1.00 | 0.00 | 0.024 | -0.056 | 0.011 |
| call | 170 | 0.00 | 1.60 | 0.00 | 0.999 | 0.00 | 0.00 | 0.022 | -0.057 | 0.010 |
| call | 175 | 0.00 | 1.95 | 0.00 | 1.072 | 0.00 | 0.00 | 0.021 | -0.058 | 0.010 |
| put | 70.00 | 0.00 | 2.15 | 0.00 | 1.456 | 0.00 | 0.00 | -0.005 | -0.023 | 0.003 |
| put | 75.00 | 0.00 | 2.15 | 0.00 | 1.288 | 0.00 | 0.00 | -0.006 | -0.023 | 0.003 |
| put | 80.00 | 0.00 | 0.05 | 0.00 | 1.104 | 0.00 | 0.00 | -0.007 | -0.021 | 0.004 |
| put | 85.00 | 0.00 | 0.05 | 0.05 | 0.963 | 61.00 | 0.00 | -0.007 | -0.020 | 0.004 |
| put | 90.00 | 0.00 | 0.05 | 0.03 | 0.829 | 66.00 | 0.00 | -0.009 | -0.020 | 0.005 |
| put | 95.00 | 0.00 | 0.05 | 0.02 | 0.896 | 432 | 0.00 | -0.028 | -0.062 | 0.013 |
| put | 100 | 0.00 | 0.15 | 0.10 | 0.709 | 186 | 0.00 | -0.028 | -0.049 | 0.012 |
| put | 105 | 0.00 | 0.40 | 0.07 | 0.691 | 197 | 0.00 | -0.066 | -0.096 | 0.025 |
| put | 110 | 0.05 | 0.90 | 0.13 | 0.559 | 879 | 0.00 | -0.096 | -0.103 | 0.033 |
| put | 115 | 0.15 | 0.50 | 0.30 | 0.385 | 255 | 6.00 | -0.159 | -0.114 | 0.046 |
| put | 120 | 0.50 | 1.50 | 1.68 | 0.355 | 508 | 0.00 | -0.322 | -0.133 | 0.069 |
| put | 125 | 2.75 | 4.20 | 3.20 | 0.384 | 1,251 | 1.00 | -0.630 | -0.131 | 0.072 |
| put | 130 | 7.00 | 8.40 | 7.40 | 0.482 | 1,810 | 16.00 | -0.874 | -0.069 | 0.039 |
| put | 135 | 10.80 | 13.80 | 0.00 | 0.712 | 0.00 | 0.00 | -0.947 | -0.042 | 0.020 |
| put | 140 | 15.80 | 18.80 | 0.00 | 0.877 | 0.00 | 0.00 | -0.957 | -0.045 | 0.017 |
| put | 145 | 20.80 | 23.90 | 0.00 | 1.046 | 0.00 | 0.00 | -0.963 | -0.048 | 0.015 |
| put | 150 | 25.80 | 28.80 | 0.00 | 1.141 | 0.00 | 0.00 | -0.968 | -0.049 | 0.013 |
| put | 155 | 30.80 | 33.90 | 0.00 | 1.287 | 0.00 | 0.00 | -0.971 | -0.051 | 0.012 |
| put | 160 | 35.80 | 38.90 | 0.00 | 1.415 | 0.00 | 0.00 | -0.973 | -0.052 | 0.011 |
| put | 165 | 40.80 | 43.90 | 0.00 | 1.525 | 0.00 | 0.00 | -0.975 | -0.053 | 0.011 |
| put | 170 | 45.80 | 48.90 | 0.00 | 1.618 | 0.00 | 0.00 | -0.977 | -0.053 | 0.010 |
| put | 175 | 50.80 | 53.90 | 57.07 | 1.718 | 0.00 | 0.00 | -0.978 | -0.054 | 0.010 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-10 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | 424B2 | SEC | ||
| 2026-11-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-04 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-03 | 8-K | Current report | 2026-11-03 | SEC |
| 2026-11-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-10-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-28 | SEC |
| 2026-10-20 | 8-K | Current report | 2026-10-20 | SEC |
| 2026-10-15 | 8-K | Current report | 2026-10-15 | SEC |
| 2026-10-09 | 8-K | Current report | 2026-10-09 | SEC |
| 2026-10-08 | 8-K | Current report | 2026-10-08 | SEC |
| 2026-10-07 | SCHEDULE 13G/A | SEC | ||
| 2026-10-07 | SCHEDULE 13G | SEC | ||
| 2026-09-22 | 424B2 | SEC | ||
| 2026-09-15 | 424B2 | SEC | ||
| 2026-09-14 | 424B2 | SEC | ||
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-10 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 1.11M | 3 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 956.58K | 1 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 1.40M | 1 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 168.84K | 3 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 1.62M | 2 |
| 2025-11 | 0 | 0 | 5.17M | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 9.37% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.52% |
| STATE STREET CORP | 4.95% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.32% |
| MORGAN STANLEY | 1.70% |
| Invesco Ltd. | 1.48% |
| GOLDMAN SACHS GROUP INC | 1.41% |
| NORTHERN TRUST CORP | 1.19% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.16% |
Funds
| Fund | % owned |
|---|---|
| Dodge & Cox International Stock Fund | 20.00% |
| Franklin Income Fund | 18.73% |
| Fidelity Investment Grade Bond Central Fund | 15.86% |
| Core Fixed Income Fund | 9.80% |
| Strategic Advisers Fidelity Core Income Fund | 9.27% |
| Avantis International Small Cap Value ETF | 8.87% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 8.63% |
| Principal Spectrum Preferred Securities Active ETF | 8.18% |
| New Perspective Fund | 8.07% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 5.56% |
OakChart. PRU. Cached 15 minutes.