Every material Form 8-K Prudential Financial filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Prudential Financial reported third quarter 2026 net income attributable to the company of $1.388 billion, or $3.96 per common share, compared to $1.431 billion, or $4.01 per share, for the year-ago quarter. After-tax adjusted operating income was $1.321 billion, or $3.77 per share, down from $1.444 billion, or $4.05 per share, primarily impacted by lower earnings in Japan resulting from a sales suspension.
Net income attributable to Prudential Financial, Inc. was $1.388 billion, or $3.96 per common share, for the third quarter of 2026.
After-tax adjusted operating income was $1.321 billion, or $3.77 per common share, compared to $1.444 billion, or $4.05 per share, in the prior-year period.
Capital returned to shareholders totaled $741 million in the third quarter of 2026, consisting of $250 million in share repurchases and $491 million in dividends.
Assets under management for PGIM stood at $1.465 trillion at the end of the third quarter of 2026.
Prudential Financial agreed to sell 100% of its equity interests in Prudential do Brasil Seguros and Prudential Seguros Mexico to CNP Assurances for an aggregate $4.025 billion in cash, subject to certain closing adjustments. The company expects the sale to close in the second half of 2027, subject to regulatory approvals, and says it will continue narrowing its geographic footprint by exiting emerging markets. The filing does not state the sale's effect on earnings, and the company says the proceeds will support its capital allocation priorities.
Aggregate purchase price of $4.025 billion in cash, subject to certain closing adjustments
Expected closing in the second half of 2027, subject to regulatory approvals and customary closing conditions
Follows the October 13 closing of the ICEA LION sale in Kenya and announced sales of stakes in Indonesia and South Africa
Proceeds to support capital allocation priorities and growth in retirement, asset management and select protection businesses in the U.S., Japan and select European markets
Prudential disclosed preliminary, unaudited third-quarter 2026 figures ahead of its November 3, 2026 earnings release, showing an estimated $140 million reduction in Japan Businesses pre-tax adjusted operating income from the Prudential of Japan sales suspension. The company also estimated alternative investment income of its General Account $15 million to $35 million above near-term expectations, and it reclassified its International Businesses segment as Japan Businesses effective the third quarter of 2026. The figures are not final and financial closing procedures are not complete.
Prudential of Japan sales suspension estimated to reduce Japan Businesses pre-tax adjusted operating income by about $140 million in the quarter ended September 30, 2026, including one-time costs
General Account alternative investment income estimated at $15 million to $35 million above near-term expectations for the quarter
PGIM assets under management were $1.47 trillion as of September 30, 2026; PGIM other related revenues were about $20 million on an adjusted operating income basis
Brazil and Mexico operations moved to Divested and Run-off Businesses; AFP Habitat moved to Retirement; revised second quarter 2026 supplement furnished as Exhibit 99.1
Prudential Financial reported second quarter 2026 net income of $985 million, or $2.80 per Common share, up from $533 million, or $1.48 per share, a year earlier. After-tax adjusted operating income rose to $1.438 billion, or $4.08 per share, from $1.284 billion, or $3.58 per share, and management will hold an extended call on August 5 to discuss strategy and long-term vision.
Net income attributable to Prudential was $985 million ($2.80 per share) versus $533 million ($1.48 per share) in Q2 2025.
After-tax adjusted operating income was $1.438 billion ($4.08 per share) versus $1.284 billion ($3.58 per share) a year earlier.
Prudential of Japan sales suspension weighed on International Businesses; constant dollar basis sales fell 33% to $361 million.
Capital returned to shareholders was $743 million, including $250 million of share repurchases and $493 million of dividends.
Prudential Financial disclosed preliminary second-quarter 2026 results before its August 4, 2026 earnings release, while its financial closing is not complete and actual results could differ materially. The company also reported that its annual actuarial assumption review will lead to one-time segment adjustments to adjusted operating income (AOI) in the quarter, with no material ongoing AOI impact expected.
PGIM assets under management were $1.49 trillion as of June 30, 2026, and PGIM other related revenues, net of related expenses, were approximately $60 million on an AOI basis for the quarter.
General Account alternative investment income for the quarter is estimated to be $20 million to $40 million below near-term expectations.
One-time AOI impacts: Retirement $(90) million; International Businesses $80 million; Group Insurance $30 million; Individual Life $30 million; U.S. Legacy Products $15 million, which sum to a net $65 million.
The earnings release and quarterly financial supplement are scheduled for August 4, 2026.
Prudential Financial reported first quarter 2026 results on May 5, 2026. GAAP net income fell to $597 million ($1.68 per share) from $707 million ($1.96 per share) a year earlier, while after-tax adjusted operating income rose to $1.278 billion ($3.61 per share) from $1.188 billion ($3.29 per share). Shareholders see a mixed picture: the non-GAAP earnings measure improved, but reported profit declined, and the International Businesses segment was hit by the Prudential of Japan sales suspension.
Net income attributable to Prudential Financial was $597 million ($1.68 per share), down from $707 million ($1.96 per share) in Q1 2025.
After-tax adjusted operating income was $1.278 billion ($3.61 per share), up from $1.188 billion ($3.29 per share).
International Businesses adjusted operating income fell 4% to $810 million, reflecting Prudential of Japan sales suspension expenses.
Capital returned to shareholders totaled $746 million, including $250 million of share repurchases and $496 million of dividends.
Prudential Financial and its Japanese unit, Prudential of Japan (POJ), said POJ will extend its voluntary suspension of new sales by an additional 180 days, following a 90-day suspension that began February 9, 2026. The company said the required operational, governance and organizational changes are larger than previously expected, which matters to shareholders because new sales in Japan will stay paused for longer.
Voluntary suspension of new sales at Prudential of Japan extended by an additional 180 days, following the 90-day suspension that began February 9, 2026.
An independent, third-party review of POJ's management system is ongoing and expected to take several months to complete.
Existing policyholders and in-force policy servicing are not affected; the release gives no dollar figure for the estimated financial impact.
Prudential Financial disclosed preliminary, unaudited first-quarter 2026 figures ahead of its May 5, 2026 earnings release. It estimates alternative investment income from its General Account portfolio was $75-95 million below near-term expectations, and it also changed its segment reporting, effective January 1, 2026, to add U.S. Legacy Products and Retirement segments. The company has not completed its closing procedures, so final results could differ materially.
Alternative investment income of the General Account portfolio is estimated at $75-95 million below near-term expectations for the quarter ended March 31, 2026.
PGIM assets under management were $1.43 trillion as of March 31, 2026, and PGIM other related revenues, net of related expenses, were approximately $35 million on an adjusted operating income basis.
Segment changes effective January 1, 2026 create a U.S. Legacy Products segment and a Retirement segment; prior periods are restated retrospectively.
Full first-quarter results are scheduled for release on May 5, 2026.
Charles Lowrey resigned as Executive Chairman and as a director of Prudential Financial effective March 10, 2026, and will serve as Senior Advisor until he retires at the end of the second quarter of 2026. The Board appointed President and CEO Andrew Sullivan as Chairman, combining the chairman and chief executive roles under his leadership.
Lowrey's resignation as Executive Chairman and director took effect immediately on March 10, 2026.
Lowrey remains as Senior Advisor and retires at the end of the second quarter of 2026.
Andrew Sullivan, President and CEO and a director, was appointed Chairman of the Board effective March 10, 2026.
Lowrey previously served as Executive Chairman beginning in 2025, CEO from 2018 to 2025, and Chairman from 2019 to 2025.
Prudential Financial filed an 8-K disclosing the terms of its 2026 executive compensation programs. The filing attaches the annual incentive payment criteria for executive officers and the form of terms for 2026 performance share and restricted stock unit awards under its 2026 Long-Term Incentive Program. The filing contains no financial results, and it does not disclose specific dollar amounts or individual payouts.
Annual incentive criteria apply to awards in 2026 in respect of 2025 performance (Exhibit 10.1).
Long-term awards to executive officers in 2026 consist of performance shares and restricted stock units under the 2021 Omnibus Incentive Plan (Exhibit 10.2).
The filing was signed February 11, 2026 by Brian P. Spitser, Vice President and Assistant Secretary.
Prudential Financial's board elected Maryann T. Mannen as an independent director on February 9, 2026, effective May 12, 2026, subject to shareholder approval per the news release. Mannen is chairman, president and chief executive officer of Marathon Petroleum Corporation and MPLX LP, and will sit on two board committees.
Board elected Maryann T. Mannen as an independent director on February 9, 2026; appointment effective May 12, 2026
Mannen will serve on the Corporate Governance and Business Ethics Committee and the Compensation and Human Capital Committee
Mannen is chairman, president and CEO of Marathon Petroleum Corporation and MPLX LP, and previously served as CFO of Marathon Petroleum
Prudential Financial reported fourth quarter 2025 net income attributable to the company of $905 million ($2.55 per share), compared with a net loss of $57 million a year earlier, and after-tax adjusted operating income of $1.168 billion. The same day it said Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct, and it declared a quarterly dividend of $1.40 per share, up 4% from the prior year.
Q4 2025 net income attributable to Prudential Financial was $905 million ($2.55 per share), versus a net loss of $57 million ($0.17 per share) in Q4 2024, including a net after-tax organizational charge of $107 million ($0.30 per share).
Full year 2025 net income was $3.576 billion ($9.99 per share), up from $2.727 billion ($7.50 per share) in 2024.
Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct issues.
Quarterly dividend of $1.40 per share is payable March 12, 2026, to holders of record as of February 17, 2026; the board also authorized up to $1.0 billion of buybacks for 2026.
Prudential Financial furnished preliminary, unaudited fourth-quarter 2025 figures ahead of its February 3, 2026 earnings release. It estimates alternative investment income for its General Account portfolio was $5 million to $25 million below near-term expectations, and reports PGIM assets under management of $1.47 trillion as of December 31, 2025.
Alternative investment income of the General Account (excluding Closed Block Division and Funds Withheld portfolios) estimated at $5-$25 million below near-term expectations for Q4 2025
PGIM other related revenues, net of related expenses, approximately $55 million on an adjusted operating income basis for the quarter ended December 31, 2025
PGIM assets under management were $1.47 trillion as of December 31, 2025
Financial closing procedures are not complete, and final results could differ materially; full results are scheduled for February 3, 2026
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