Prudential Financial, Inc. (PRU) Total Return:3.30%(TTM)
The total return cagr for Prudential Financial, Inc. (PRU) is +3.30% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is -5.62%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PRU
$76,010
(7.6x return)
Invested on Dec 13, 2001
Growth of $10,000 in SPY (S&P 500)
$99,401
(9.9x return)
Invested on Dec 13, 2001
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-5.6%
1-Year Total Return
+3.3%
Current Dividend Yield
5.30%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (2.0%) | +3.3% | +5.3% |
| 3 Years | +7.0% | +12.5% | +5.5% |
| 5 Years | (0.5%) | +4.5% | +5.0% |
| 10 Years | +3.3% | +8.1% | +4.8% |
| 15 Years | +3.7% | +8.0% | +4.3% |
| 20 Years | +1.5% | +5.2% | +3.7% |
About Prudential Financial, Inc.
Prudential Financial, Inc. operates in both the U.S. and global markets, delivering a range of financial and insurance solutions alongside investment management expertise through its various subsidiaries. The company organizes its operations into eight distinct divisions: PGIM, Retirement, Group Insurance, Individual Annuities, Individual Life, Assurance IQ, International Businesses, and Closed Block. PGIM, its investment management arm, provides diverse strategies including public fixed income and equities, real estate debt and equity, private credit, alternative investments, and multi-asset class approaches. These services cater to a broad clientele, encompassing institutional investors, retail clients, and its own general account. For retirement planning, Prudential offers investment and income products designed for sponsors of retirement plans across public, private, and not-for-profit sectors. Its Group Insurance segment supplies a variety of coverage options such as group life, long-term and short-term disability, and corporate-, bank-, or trust-owned life insurance. Primarily serving institutional clients, these offerings support employee and membership benefit programs. Additionally, the company provides accidental death & dismemberment, supplemental health solutions, and administrative services for these insurance coverages. The firm also develops and distributes individual variable and fixed annuity products, primarily targeting affluent and mass affluent consumers. Similarly, it offers individual variable, term, and universal life insurance products to a similar demographic, covering mass middle, mass affluent, and affluent segments in the United States. Through Assurance IQ, Prudential facilitates access for retail consumers to third-party life, health, Medicare, property and casualty, and term life insurance products via its digital platforms and a network of independent agents. Both individual and institutional customers can access the company's offerings through its direct channels and partnerships with third-party distributors. Established in 1875, Prudential Financial, Inc. maintains its corporate headquarters in Newark, New Jersey.
- Sector
- Financial Services
- Industry
- Insurance - Life
- CEO
- Andrew Francis Sullivan