Douglas Lane & Associates LLC Has $5.66 Million Stake in Prudential Financial, Inc. $PRU

Douglas Lane & Associates LLC trimmed its stake in Prudential Financial, Inc. (NYSE:PRU) by 58.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,162 shares of the financial services provider’s stock after selling 70,007 shares during the period. Douglas Lane & Associates LLC’s holdings in Prudential Financial were worth $5,662,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Cascade Investment Group Inc. grew its position in Prudential Financial by 2.7% in the 4th quarter. Cascade Investment Group Inc. now owns 4,794 shares of the financial services provider’s stock worth $541,000 after purchasing an additional 125 shares during the last quarter. Investment Advisory Services Inc. TX ADV acquired a new stake in Prudential Financial in the 4th quarter worth $217,000. Paragon Capital Management Ltd acquired a new stake in Prudential Financial in the 4th quarter worth $211,000. Northcape Wealth Management LLC grew its position in Prudential Financial by 7.4% in the 4th quarter. Northcape Wealth Management LLC now owns 2,252 shares of the financial services provider’s stock worth $254,000 after purchasing an additional 156 shares during the last quarter. Finally, V Square Quantitative Management LLC acquired a new stake in shares of Prudential Financial during the 4th quarter valued at about $1,015,000. 56.83% of the stock is currently owned by institutional investors and hedge funds.

Prudential Financial Price Performance

NYSE:PRU opened at $96.96 on Friday. The firm has a market cap of $33.73 billion, a PE ratio of 9.70, a price-to-earnings-growth ratio of 1.20 and a beta of 0.95. Prudential Financial, Inc. has a 12 month low of $91.89 and a 12 month high of $119.76. The company has a quick ratio of 0.16, a current ratio of 0.16 and a debt-to-equity ratio of 0.58. The company’s 50-day moving average price is $98.77 and its two-hundred day moving average price is $105.07.

Prudential Financial (NYSE:PRU) last released its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $3.30 EPS for the quarter, missing analysts’ consensus estimates of $3.37 by ($0.07). The firm had revenue of $14.52 billion during the quarter, compared to analyst estimates of $14.48 billion. Prudential Financial had a net margin of 6.20% and a return on equity of 16.32%. During the same quarter last year, the firm earned $2.96 earnings per share. On average, equities analysts anticipate that Prudential Financial, Inc. will post 14.36 EPS for the current fiscal year.

Prudential Financial Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 12th. Shareholders of record on Tuesday, February 17th were given a $1.40 dividend. This represents a $5.60 dividend on an annualized basis and a yield of 5.8%. This is a boost from Prudential Financial’s previous quarterly dividend of $1.35. The ex-dividend date was Tuesday, February 17th. Prudential Financial’s dividend payout ratio (DPR) is presently 56.00%.

Insider Activity at Prudential Financial

In related news, major shareholder Insurance Co Of Ame Prudential bought 1,406,739 shares of Prudential Financial stock in a transaction dated Friday, January 23rd. The shares were bought at an average cost of $24.87 per share, for a total transaction of $34,985,598.93. Following the completion of the transaction, the insider owned 7,709,624 shares of the company’s stock, valued at approximately $191,738,348.88. This trade represents a 22.32% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Joseph J. Wolk bought 400 shares of Prudential Financial stock in a transaction dated Wednesday, February 11th. The shares were bought at an average price of $105.32 per share, for a total transaction of $42,128.00. Following the completion of the transaction, the director directly owned 400 shares of the company’s stock, valued at $42,128. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 1,408,389 shares of company stock valued at $35,154,439 over the last ninety days. Company insiders own 0.05% of the company’s stock.

Analyst Ratings Changes

PRU has been the topic of several recent research reports. Mizuho decreased their target price on shares of Prudential Financial from $126.00 to $113.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 10th. Wall Street Zen lowered shares of Prudential Financial from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Keefe, Bruyette & Woods decreased their target price on shares of Prudential Financial from $106.00 to $104.00 and set a “market perform” rating on the stock in a research report on Friday. UBS Group decreased their target price on shares of Prudential Financial from $105.00 to $98.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, Barclays decreased their target price on shares of Prudential Financial from $119.00 to $110.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Nine investment analysts have rated the stock with a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Prudential Financial currently has a consensus rating of “Reduce” and an average target price of $109.78.

Trending Headlines about Prudential Financial

Here are the key news stories impacting Prudential Financial this week:

• Positive Sentiment: Prudential is highlighted as a high-dividend blue-chip (roughly ~5.8% yield in recent coverage), which supports income-focused demand and can stabilize the share price for long-term investors. 5 Blue-Chip Stocks with Highest Dividends
• Neutral Sentiment: Analysts expect a modest, single-digit increase in profits for Prudential’s upcoming Q1 FY2026 results; that reduces the risk of a large miss but also limits upside surprise potential. Quarterly Earnings Preview
• Neutral Sentiment: Wolfe Research maintains a Hold on PRU, signaling no near-term conviction to add or cut from a major research house. Wolfe Research Remains a Hold
• Negative Sentiment: Japan’s Financial Services Agency has intensified an inspection of Prudential’s Japanese unit over alleged employee and sales misconduct — a direct hit to a key international profit engine that raises potential compliance costs, fines, and reputational risk. Japan Scrutiny Tests Prudential Financial’s Governance And Japan Profit Engine
• Negative Sentiment: Multiple brokerages trimmed price targets and adjusted ratings this week (UBS to $98/neutral, Keefe Bruyette & Woods to $104/market perform, Wells Fargo to $95/underweight), signaling reduced analyst confidence and adding near-term selling pressure. UBS price target cut Keefe/Benzinga Wells/TickerReport
• Negative Sentiment: An institutional investor (Bfsg LLC) reduced its PRU stake by ~25.5% in the latest filing, which can signal reallocation or loss of confidence and may add to downward pressure. Bfsg LLC Decreases Holdings

Prudential Financial Profile

Prudential Financial, Inc, headquartered in Newark, New Jersey, is a diversified financial services company with roots dating to 1875. The firm provides a range of insurance, retirement and investment products aimed at helping individual and institutional clients manage risk, accumulate and protect wealth, and plan for retirement. Prudential’s long history in life insurance and related financial services has positioned it as a major participant in the U.S. insurance market and a provider of services to a broad client base.

Prudential’s core business activities include individual life insurance, annuities, retirement solutions and group insurance products for employers.