PRU Prudential Financial, Inc.

XNYS 114.82 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

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PRU $114.82 —
Key stats
$114.82
Pre-market $113.55 -1.11%
52-Week Range
$91.89 – $127.72
YTD
+0.83%
IV Rank (30D)
85.83
Straddle Price
$7.53
P/C Vol Ratio
3.79
Market Cap
$39.8B
Open
$115.65
Day Range
$114.21 – $116.05
Volume
1,690,768
Prev Close
$115.27
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY0.97
Cost of Equity (CAPM)10.01% (VRP-adj)
WACC7.90%
Volatility Risk Premium+29.6pp (IV − HV30)
Effective Tax Rate21.8%
Rev. Growth (YoY, DCF input)+13.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$11.0B
Return on Equity (TTM)12.3%
Book / Price79.8% — banking bias active (P/B is primary)
Bank Quality Adj×0.66 (target ROE vs peer median)
Gross Margin (TTM)38.9%
FCF Margin (TTM)17.5%
Debt / Equity0.99
Quality Score2/6 — normal (10y DCF)
SMA 50$118.01 (Market Anchor value)
SMA 20 / Bollinger Mid$114.55
Bollinger Width / SMA205.8% (drives anchor stability)
Net Debt$16.1B
Market Cap$41B
Peers used for multiples: AIG, ALL, CB, HIG, MET, PFG, PGR, TRV
Blended Fair Value
$292.64
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $1073.38 18%
DDM (Gordon) $116.41 14%
Peer P/E $82.79 5% median 11.7× · 8 peers
Peer EV/EBITDA n/a 0% median 8.3× · 8 peers
Peer P/B $173.16 8% median 1.9× · 8 peers
Peer P/S $187.77 3% median 1.4× · 8 peers
Market Anchor (SMA50) $118.01 36% stability 100% (BB-width)
Options Expected (B-L 30d) $117.03 16% 18 strikes · skew -0.16
As of 2026-10-22 · updated
About
Industry (SIC)
LIFE INSURANCE (6311) · industry map
Exchange
XNYS
Market Cap
$39.8B
Employees
36,824
List Date
2001-12-13
CIK
0001137774
Next Earnings
2026-11-03 (After-Close)
EPS Forecast
$3.47 (8 est.)
Headquarters
Newark, NJ
Homepage
https://www.prudential.com

Prudential Financial is one of the largest US life insurers, offering annuities, life insurance, and asset management products. The United States and Japan are its two largest markets. Its US business contributed about 50% of adjusted 2025 earnings and includes institutional retirement (mostly pension risk transfer), individual retirement (annuities), group insurance, and individual life insurance. Its international business represented about 39% of adjusted earnings, with a strong market position in Japan, and the firm also has a presence in emerging markets like Brazil. The company's investm…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan2.46%1.50%5.49%0.34%2.11%-2.42%1.58%
Feb9.90%-1.77%-4.09%6.13%-3.19%-11.94%-0.83%
Mar2.80%11.71%-17.22%8.69%-1.59%-2.26%0.36%
Apr8.25%-8.35%5.54%-5.00%-8.04%0.13%-1.24%
May5.45%-1.99%-8.83%7.17%2.12%2.05%0.99%
Jun-5.57%-9.15%10.10%-2.03%3.71%7.40%0.74%
Jul-2.92%2.64%8.23%6.63%-4.97%9.46%3.18%
Aug5.67%-3.91%-1.73%-1.09%8.89%-4.37%0.58%
Sep0.43%-9.68%-1.25%0.33%-3.42%-3.04%-2.77%
Oct3.64%17.94%-2.08%2.61%0.98%1.49%*4.10%
Nov-8.15%1.92%7.07%6.70%3.46%--2.20%
Dec8.19%-7.68%6.11%-7.69%4.31%--0.65%
Total32.39%-10.15%3.67%23.47%3.19%-5.06%7.92%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $114.55
SMA 50: $118.01
SMA 200: $108.66
Current: $114.82
EMA 12: $114.62
EMA 26: $115.44
MACD: -0.8175 | Signal: 0.3463
BEARISH
ADX (14): 21.64
WEAK TREND
+DI: 22.87
−DI: 25.34

Momentum Oscillators

RSI (14): 47.43
NEUTRAL
Stoch %K: 63.17
Stoch %D: 66.20
Williams %R: -33.12

Volume & Volatility

BB Upper: $118.33
BB Lower: $110.77
NEUTRAL
OBV: 14,842,102
Vol SMA 20: 1,607,280
Vol ROC: 5.40%
ATR: $2.30
True Range: $1.84
HV 20: 19.0%
HV 30: 17.0%
HV 60: 18.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

PRUDENTIAL FINANCIAL (PRU) - COMPREHENSIVE STOCK ANALYSIS

Executive Summary

Overall Assessment: BEARISH | Confidence Level: 7/10

Key Drivers:

  • Strong downward momentum with MACD deeply negative (-1.69) and bearish histogram (-1.23)
  • Price trading below all major moving averages (20, 50, 200-day SMAs)
  • Extreme put/call volume ratio (4.64) indicating strong institutional bearish positioning
  • Oversold stochastic indicators (%K: 28.36, %D: 22.12) suggesting potential bounce, not reversal

Primary Risks:

  • Oversold conditions may trigger near-term relief rally
  • Low beta (0.66) and defensive characteristics could limit downside further
  • Positive earnings narrative contradicts technical weakness

Investment Thesis: PRU exhibits classic bearish technicals with price breakdown below key moving average support, accompanied by heavy options-market put positioning suggesting institutional protection selling. However, low volatility and oversold momentum indicators create asymmetric risk/reward for tactical bounces. The positive earnings commentary and sector tailwinds from rising Treasury yields provide fundamental support that conflicts with technical deterioration.

Recent News Sentiment Impact: Mixed. Positive earnings expectations and insurance sector commentary provide headwind support, but technical signals suggest institutional investors are hedging/reducing exposure despite positive fundamental narrative—a potential red flag for forward guidance risks.

Technical Analysis

Trend Direction

Short-term (1-4 weeks): BEARISH

  • Price at $113.54 trading 2.8% below SMA20 ($116.85), 5.2% below SMA50 ($119.81)
  • Clear downtrend structure with lower highs forming
  • EMA12 ($115.24) still above price but flattening/rolling over below EMA26 ($116.94)
  • ADX at 31.19 confirms strong trend regime (>25 = trending market)

Medium-term (1-3 months): BEARISH

  • SMA50 ($119.81) trading below SMA200 ($108.68) by 10.2%—actually SMA200 is LOWER, providing some long-term support
  • Price trading $5.13 below 50-day average suggests established downtrend within longer-term range
  • Distance from SMA200 ($108.68) is $4.86 (4.3% cushion)—testing this level would be significant

Long-term (3-12 months): NEUTRAL-TO-DEFENSIVE

  • Price remains above 200-day MA, suggesting no major long-term downtrend breakdown
  • However, the fact that shorter MAs are now compressing toward the 200-day suggests consolidation or potential mean reversion

Support/Resistance Levels

Resistance (in order of relevance):

  1. SMA20 at $116.85 — Recent short-term resistance; needs to close above for bullish reversal
  2. SMA50 at $119.81 — Key intermediate resistance; break would signal uptrend reset
  3. Bollinger Band Upper at $121.51 — Technical ceiling; would require significant momentum to reach

Support (critical monitoring levels):

  1. SMA200 at $108.68 — Major long-term support; a break below would trigger institutional stop orders
  2. Bollinger Band Lower at $112.19 — Currently $1.35 below price; acts as dynamic support
  3. Psychological support at $110.00 — Round number; previous trading zone

Momentum Signals

RSI (14): 36.78 — OVERSOLD TERRITORY (neutral-to-slightly-bearish)

  • Not yet at extreme oversold levels (<30), but firmly in lower half of neutral range
  • Suggests room for downside continuation, but approaching bounce threshold
  • Lack of >70 readings indicates no overbought conditions to sell into
  • Signal: Momentum exhaustion developing; potential for tactical bounce, not reversal

MACD: -1.69 / Signal: -0.47 / Histogram: -1.23 — BEARISH CROSSOVER

  • MACD deeply below signal line by -1.23 histogram units
  • Negative MACD value indicates bearish momentum phase
  • Signal: Sustained downward momentum; no bullish crossover signal imminent
  • Histogram becoming less negative would be first sign of momentum stabilization

Stochastic Oscillators: %K 28.36, %D 22.12 — DEEPLY OVERSOLD

  • Both below 30 threshold, indicating oversold conditions
  • %K above %D suggests potential upturn in momentum (bullish stochastic divergence)
  • Signal: High probability of near-term bounce, but underlying trend remains bearish

Bollinger Bands Position: NEUTRAL (width 7.98, position at lower half)

  • Price at lower third of bands but not at extreme edges
  • Band width of 7.98 is moderate—not squeezed (would suggest volatility compression)
  • Signal: Stock in gradual downtrend without panic selling; orderly decline

Volume Analysis

Volume Assessment:

  • Volume SMA20: 1,585,254 shares/day — baseline trading activity
  • Volume Rate of Change: +17.11% — ELEVATED volume, suggesting institutional accumulation or distribution
  • On-Balance Volume (OBV): 19,139,661 — requires trend context but elevated VROC is key signal

Interpretation:

  • Rising volume on down days would suggest distribution (institutional selling)
  • The +17.11% VROC above 20-day average indicates above-average volume activity
  • Combined with bearish technicals, this suggests institutional liquidation or hedging rather than accumulation
  • Signal: Volume supports downtrend validity; not a weak decline that could reverse on volume drying up

News & Sentiment Analysis

Recent Headlines Summary (Last 10 Articles)

Key Themes Identified:

  1. Earnings Momentum (2 articles):

    • Zacks: "Will Prudential Beat Estimates Again?" — Suggests track record of beating expectations
    • Positive forward guidance narrative implied

  2. Sector Tailwinds (2 articles):

    • Insurance industry featured positively in stock lists
    • "30-Year Treasury Yield at 19-Year High" — CRITICAL FOR PRU: Life insurers benefit from reinvesting at elevated rates for decades
    • This is a material positive for net investment income

  3. Peer Comparisons (2 articles):

    • Equitable Holdings (EQH) and Marsh analytics suggesting competitive dynamics
    • Industry-wide focus on fee-based revenue diversification

  4. Industry Noise (1 article):

    • Cribl/Archer unrelated to PRU core business

Sentiment Assessment: POSITIVE

  • Aggregate news sentiment: 67% positive, 0% negative, 33% neutral
  • Most recent article emphasizes sector tailwind (Treasury yields) from 2026-09-20
  • No negative catalysts, regulatory issues, or earnings misses reported
  • Positive earnings expectations set forward narrative

Critical Conflict Alert: NEWS vs TECHNICAL MISMATCH ⚠️

Major Red Flag: Positive earnings narrative and sector tailwinds (higher rates benefit life insurers) are contradicted by:

  • Heavy put positioning (4.64 put/call volume ratio)
  • Institutional bearish activity (elevated volume on down days)
  • Price breakdown below key moving averages

Interpretation: This suggests institutional investors know something not in headlines, or are front-running potential guidance disappointments/macro headwinds. This divergence is a significant risk factor.

Catalyst Identification

Immediate (1-7 days):

  • None identified; no earnings announcement date provided

Near-term (1-4 weeks):

  • Earnings Report (TBD) — Zacks article asks "Will PRU beat estimates AGAIN?" suggesting earnings may be imminent
  • Market expectations pricing $3.83 move on 7-DTE basis suggests announcement within 1-2 weeks

Medium-term (1-3 months):

  • Quarterly earnings cycle continuation
  • Fed interest rate policy (impacts reinvestment rates)
  • Treasury yield movements (positive for net investment income)

Missing Data Alert: No specific earnings date provided—this is a critical gap in analysis timeline.

Market Narrative Assessment

Current Narrative Conflict:

  • News/Fundamentals Say: PRU should benefit from higher rates, beating estimates consistently
  • Technicals/Options Say: Institutional investors are reducing long exposure, hedging downside

Possible Explanations:

Generated
News
All PRU news →
Showing 1–10 of 14
Page 1 of 2
Earnings History
23 of 24 under expected move
Avg Expected Move
5.43%
Avg Actual Move
2.29%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-04 After-Close 5.83% 3.17% 0.54x Within
2021-05-04 After-Close 5.41% 2.48% 0.46x Within
2021-08-03 After-Close 5.38% 2.21% 0.41x Within
2021-11-02 After-Close 4.86% 2.49% 0.51x Within
2022-02-03 After-Close 5.64% 4.37% 0.77x Within
2022-05-03 After-Close 6.74% 1.68% 0.25x Within
2022-08-02 After-Close 5.43% 1.20% 0.22x Within
2022-11-01 After-Close 6.26% 0.67% 0.11x Within
2023-02-07 After-Close 4.47% 1.50% 0.34x Within
2023-05-02 After-Close 6.60% 2.61% 0.40x Within
2023-08-01 After-Close 4.39% 1.07% 0.24x Within
2023-11-01 After-Close 4.71% 0.38% 0.08x Within
2024-02-06 After-Close 4.67% 5.55% 1.19x Exceeded
2024-04-30 After-Close 4.78% 1.65% 0.35x Within
2024-08-01 Pre-Market 6.34% 2.26% 0.36x Within
2024-10-30 After-Close 5.49% 3.28% 0.60x Within
2025-02-04 After-Close 6.44% 3.30% 0.51x Within
2025-04-30 After-Close 6.82% 0.95% 0.14x Within
2025-07-30 After-Close 5.62% 1.77% 0.31x Within
2025-10-29 After-Close 6.15% 1.88% 0.31x Within
2026-02-03 After-Close 5.99% 4.67% 0.78x Within
2026-05-05 Pre-Market 4.89% 2.68% 0.55x Within
2026-08-04 After-Close 5.69% 2.74% 0.48x Within
2026-10-15 After-Close 1.78% 0.38% 0.21x Within

Earnings calendar: this week’s reports with expected vs actual moves →

PRU Options Activity & IV Rank

PRU IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 28.9%
7-DTE IV: —
Expected Move: $7.53
7-DTE Move: $7.53
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 77
Put Volume: 292
P/C Volume: 3.792
BEARISH
Call OI: 3,236
Put OI: 3,719
P/C OI: 1.149
Total OI: 6,955

ATM Options Pricing

ATM Call: $4.20
ATM Put: $3.33
Call %: 3.7%
Put %: 2.9%

Chain Summary

Chain Volume: 5,537
Chain OI: 77,358
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 53rd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
53%
vs own history
GEX tilt
+0.27
OI-weighted, today
Vanna tilt
+0.55
δ-sensitivity to IV
Charm tilt
-0.49
δ-decay vs time
Vanna tilt +0.55: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.49: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 39 ATM contracts, 34k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d 28%
+5.3 pts EXTREME
as of Oct 21 · ATM 28.7% / Wing 34.1%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)85.8HighOct 21
Straddle Price (30 DTE)$7.53Oct 21
Beta Analysis

Risk Metrics

Beta: 0.6073
Alpha: 5.41%
Correlation: 0.3469
R-Squared: 12.0%
Stock Volatility: 22.2%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PRU
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$32.7M
0.05%
#335 of 4729+7.8%13F
Citadel Hedge fund
Ken Griffin
$30.0M
0.02%
#933 of 6285+123.5%13F
Bridgewater Associates Hedge fund
Ray Dalio
$12.6M
0.05%
#288 of 997-23.3%13F
Millennium Management Hedge fund
Izzy Englander
$1.6M
0.00%
#2699 of 3716-70.2%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

PRU Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 352,750,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,485 filers261,362,598 shares$28.42B value74.09% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 42,422,113 $4.79B 16.85% 12.03% 2025-12-31
2 BlackRock, Inc. Custodian 32,497,736 $3.51B 12.34% 9.21% 2026-06-30
3 Vanguard Capital Management LLC 22,636,013 $2.44B 8.60% 6.42% 2026-06-30
4 State Street Corp 17,164,760 $1.85B 6.52% 4.87% 2026-06-30
5 Vanguard Portfolio Management LLC 16,320,636 $1.76B 6.20% 4.63% 2026-06-30
6 Geode Capital Management, LLC Custodian 11,259,368 $1.23B 4.31% 3.19% 2026-06-30
7 Morgan Stanley Custodian 5,881,885 $634.83M 2.23% 1.67% 2026-06-30
8 Invesco Ltd. Custodian 5,121,051 $552.72M 1.94% 1.45% 2026-06-30
9 Goldman Sachs Group Inc Custodian 4,876,829 $526.36M 1.85% 1.38% 2026-06-30
10 Northern Trust Corp Custodian 4,138,883 $446.71M 1.57% 1.17% 2026-06-30
11 Arrowstreet Capital, Limited Partnership 4,030,890 $435.05M 1.53% 1.14% 2026-06-30
12 Dimensional Fund Advisors LP Custodian 3,909,820 $422.04M 1.49% 1.11% 2026-06-30
13 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 3,106,298 $335.26M 1.18% 0.88% 2026-06-30
14 NIPPON LIFE INSURANCE CO 2,560,000 $276.30M 0.97% 0.73% 2026-06-30
15 Charles Schwab Investment Management, Inc. 2,496,215 $269.42M 0.95% 0.71% 2026-06-30
16 Legal & General Group Plc Custodian 2,343,813 $252.97M 0.89% 0.66% 2026-06-30
17 Nordea Investment Management AB 2,226,087 $242.06M 0.85% 0.63% 2026-06-30
18 AQR Capital Management, LLC Custodian 2,074,624 $223.91M 0.79% 0.59% 2026-06-30
19 Vanguard Fiduciary Trust Co 1,948,454 $210.30M 0.74% 0.55% 2026-06-30
20 Bank of New York Mellon Corp Custodian 1,936,948 $209.05M 0.74% 0.55% 2026-06-30
21 Bank of America Corp Custodian 1,936,042 $208.96M 0.74% 0.55% 2026-06-30
22 UBS Group AG Custodian 1,860,121 $200.76M 0.71% 0.53% 2026-06-30
23 First Trust Advisors LP 1,613,292 $174.12M 0.61% 0.46% 2026-06-30
24 Amundi Custodian 1,560,947 $168.47M 0.59% 0.44% 2026-06-30
25 Deutsche Bank AG Custodian 1,461,615 $157.75M 0.56% 0.41% 2026-06-30
35 filers$353.91M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $91.91M 25.97% 2026-06-30
2 Citadel Advisors LLC Custodian $54.49M 15.40% 2026-06-30
3 Jane Street Group, LLC Custodian $45.50M 12.86% 2026-06-30
4 IMC-Chicago, LLC Custodian $28.69M 8.11% 2026-06-30
5 JPMorgan Chase & Co Custodian $26.21M 7.41% 2026-06-30
6 Wolverine Trading, LLC Custodian $17.74M 5.01% 2025-09-30
7 UBS Group AG Custodian $15.39M 4.35% 2026-06-30
8 Point72 Asset Management, L.P. $11.48M 3.24% 2026-06-30
9 Goldman Sachs Group Inc Custodian $8.54M 2.41% 2026-06-30
10 CAPSTONE INVESTMENT ADVISORS, LLC $7.72M 2.18% 2026-06-30
11 Simplex Trading, LLC Custodian $5.19M 1.47% 2026-06-30
12 Walleye Trading LLC $4.84M 1.37% 2026-06-30
13 Interval Partners, LP $4.68M 1.32% 2026-06-30
14 BNP Paribas Financial Markets Custodian $4.33M 1.22% 2026-06-30
15 HSBC Holdings plc Custodian $3.81M 1.08% 2026-06-30
16 Citigroup Inc. Custodian $3.56M 1.01% 2026-06-30
17 GROUP ONE TRADING LLC Custodian $3.13M 0.88% 2026-06-30
18 Cubist Systematic Strategies, LLC $2.59M 0.73% 2025-09-30
19 TUDOR INVESTMENT CORP ET AL $2.13M 0.60% 2026-06-30
20 Verition Fund Management LLC $1.95M 0.55% 2026-06-30
21 PEAK6 LLC $1.74M 0.49% 2026-06-30
22 CAPITAL FUND MANAGEMENT S.A. $1.67M 0.47% 2026-06-30
23 Millennium Management LLC Custodian $1.45M 0.41% 2026-06-30
24 SG Americas Securities, LLC $1.14M 0.32% 2026-06-30
25 TORONTO DOMINION BANK $766.30K 0.22% 2026-06-30
35 filers$359.40M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $83.27M 23.17% 2026-06-30
2 BNP Paribas Financial Markets Custodian $65.25M 18.16% 2026-06-30
3 Citadel Advisors LLC Custodian $38.05M 10.59% 2026-06-30
4 Wolverine Trading, LLC Custodian $25.21M 7.01% 2025-09-30
5 IMC-Chicago, LLC Custodian $22.46M 6.25% 2026-06-30
6 JPMorgan Chase & Co Custodian $16.38M 4.56% 2026-06-30
7 Jane Street Group, LLC Custodian $15.63M 4.35% 2026-06-30
8 HSBC Holdings plc Custodian $14.64M 4.07% 2026-06-30
9 UBS Group AG Custodian $12.72M 3.54% 2026-06-30
10 Point72 Asset Management, L.P. $10.37M 2.89% 2026-06-30
11 Walleye Trading LLC $7.09M 1.97% 2026-06-30
12 Simplex Trading, LLC Custodian $6.51M 1.81% 2026-06-30
13 Goldman Sachs Group Inc Custodian $6.48M 1.80% 2026-06-30
14 Lombard Odier Asset Management (USA) Corp $5.40M 1.50% 2026-06-30
15 Citigroup Inc. Custodian $5.34M 1.49% 2026-06-30
16 CAPSTONE INVESTMENT ADVISORS, LLC $4.07M 1.13% 2026-06-30
17 GROUP ONE TRADING LLC Custodian $3.81M 1.06% 2026-06-30
18 Verition Fund Management LLC $2.90M 0.81% 2026-06-30
19 Millennium Management LLC Custodian $2.55M 0.71% 2026-06-30
20 CAPITAL FUND MANAGEMENT S.A. $2.37M 0.66% 2026-06-30
21 Qube Research & Technologies Ltd $1.90M 0.53% 2026-06-30
22 Centiva Capital, LP $1.89M 0.53% 2026-06-30
23 Cubist Systematic Strategies, LLC $1.07M 0.30% 2025-09-30
24 HB Wealth Management, LLC $852.88K 0.24% 2026-06-30
25 Walleye Capital LLC $723.13K 0.20% 2026-06-30

PRU Insider Trading (Form 4)

Latest: 2026-09-14
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-14 Carmine Di Sibio Director Grant (A) +58 RSU — EDGAR
2026-09-14 Andrew F Sullivan Chief Executive Officer Grant (A) +143 RSU — EDGAR
2026-09-14 Michael Todman Director Grant (A) +327 RSU — EDGAR
2026-09-14 Maryann T. Mannen Director Grant (A) +21 RSU — EDGAR
2026-09-14 Joseph J Wolk Director Grant (A) +42 RSU — EDGAR
2026-09-14 Gilbert F Casellas Director Grant (A) +534 RSU — EDGAR
2026-09-14 Wendy Elizabeth Jones Director Grant (A) +157 RSU — EDGAR
2026-09-14 Thomas D Stoddard Director Grant (A) +41 RSU — EDGAR
2026-09-14 Christine A Poon Director Grant (A) +231 RSU — EDGAR
2026-09-14 Martina Hundmejean Director Grant (A) +537 RSU — EDGAR
2026-09-14 Sandra Pianalto Director Grant (A) +319 RSU — EDGAR
2026-09-02 Robert E Boyle Senior Vice President Mixed +238 $117.60 -$13.5K EDGAR
2026-08-18 Ann M Kappler EVP and General Counsel Sell (S) −7,652 $125.01 -$956.6K EDGAR
2026-06-15 Andrew F Sullivan Chief Executive Officer Grant (A) +158 RSU — EDGAR
2026-06-15 Maryann T. Mannen Director Grant (A) +23 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

PRU Insider Holdings

23 insiders · @ $114.82
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Robert Falzon EVP and Vice Chairman 244,484 $28.07M -$42.41M 30 2025-03-04
2 Charles F Lowrey Chairman of the Board 209,478 $24.05M -$106.19M 38 2026-03-03
3 Caroline Feeney Executive Vice President 86,055 $9.88M -$3.49M 13 2026-02-11
4 George P Waldeck Jr. Executive Vice President 68,837 $7.90M $0 2 2026-03-03
5 Lucien Alziari Executive Vice President 52,590 $6.04M $0 14 2025-03-04
6 Andrew F Sullivan Chief Executive Officer 50,672 $5.82M -$11.87M 57 2026-09-14
7 Douglas A Scovanner Director 26,290 $3.02M $462.9K 73 2025-05-15
8 Yanela Frias EVP and CFO 20,871 $2.40M $0 4 2026-03-03
9 Timothy L Schmidt Senior Vice President 19,772 $2.27M -$7.37M 32 2026-03-03
10 Ann M Kappler EVP and General Counsel 15,316 $1.76M -$5.41M 18 2026-08-18
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

PRU Board & Officers

As of SEC filings through Sep 14, 2026

Directors 11

Officers 9

Changes in the last 10 years (37)
May 12, 2026Maryann T. Mannen became a director
Mar 16, 2026Andrew F Sullivan first listed as a director in an SEC filing
Mar 10, 2026The company announced the departure of Charles F Lowrey from the board in an SEC filing
Mar 10, 2026The company announced the departure of Charles F Lowrey as Executive Vice President in an SEC filing
Mar 10, 2026The company announced the departure of Charles F Lowrey as Chairman of the Board in an SEC filing
Feb 2, 2026George P Waldeck Jr. became Executive Vice President
Dec 18, 2025The company announced the departure of Caroline Feeney as Executive Vice President in an SEC filing
Nov 12, 2025Charles F Lowrey listed as Chairman of the Board (previously Chief Executive Officer) in SEC filings
Sep 30, 2025Joseph J Wolk became a director
Jun 30, 2025Thomas D Stoddard became a director
Jun 16, 2025Andrew F Sullivan listed as Chief Executive Officer (previously Executive Vice President) in SEC filings
May 15, 2025Douglas A Scovanner reported in an SEC filing no longer being a director
Apr 7, 2025Robert E Boyle became Senior Vice President
Mar 31, 2025Vicki Walia became Executive Vice President
Mar 31, 2025Jacques Chappuis became Executive Vice President
Feb 28, 2025The company announced the departure of Kathleen Murphy from the board in an SEC filing
Nov 4, 2024Scott Case became Executive Vice President
Jul 1, 2024Carmine Di Sibio became a director
Mar 15, 2024Yanela Frias became EVP and CFO
Sep 11, 2023Kathleen Murphy became a director
Not reported recently (17)
  • Robert Axel · Last reported as SVP and Controller in an SEC filing dated Mar 17, 2025
  • Robert Falzon · Last reported as EVP and Vice Chairman in an SEC filing dated Mar 4, 2025
  • Lucien Alziari · Last reported as Executive Vice President in an SEC filing dated Mar 4, 2025
  • Kenneth Tanji · Last reported as EVP and CFO in an SEC filing dated Mar 4, 2024
  • Stacey Goodman · Last reported as Executive Vice President in an SEC filing dated Mar 4, 2024
  • Karl J Krapek · Last reported as a director in an SEC filing dated May 11, 2023
  • Peter R Lighte · Last reported as a director in an SEC filing dated Mar 20, 2023
  • Candace Woods · Last reported as Senior Vice President in an SEC filing dated Mar 2, 2023
  • George Paz · Last reported as a director in an SEC filing dated Sep 19, 2022
  • Nicholas C Silitch · Last reported as Senior Vice President in an SEC filing dated Mar 7, 2022
  • Timothy P Harris · Last reported as EVP and General Counsel in an SEC filing dated Feb 13, 2020
  • Stephen Pelletier · Last reported as Executive Vice President in an SEC filing dated Sep 16, 2019
  • Mark B Grier · Last reported as Vice Chairman in an SEC filing dated Feb 14, 2019
  • Barbara Koster · Last reported as Senior Vice President in an SEC filing dated Feb 14, 2019
  • James Cullen · Last reported as a director in an SEC filing dated May 11, 2017
  • Richard F Lambert · Last reported as Senior Vice President in an SEC filing dated Feb 28, 2017
  • Sharon C Taylor · Last reported as Senior Vice President in an SEC filing dated Feb 16, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

PRU Proposed Insider Sales (Form 144)

Latest: 2026-08-14
Last 30d: 0 filings  ·  Last 90d: 1 filing · $956K notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: KAPPLER ANN M (1, $956K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-14 KAPPLER ANN M Officer 7,652 $956.5K 2026-08-14 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-14 KAPPLER ANN M Officer 13,580 $1.40M 2026-05-14 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-12-11 Feeney Caroline Officer 6,662 $774.7K 2025-12-11 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-02 SCHMIDT TIMOTHY L Officer 8,000 $861.5K 2025-12-02 Morgan Stanley Smith Barney LLC … — EDGAR
2025-11-10 Lowrey Charles F Officer, CHAIRMAN OF THE BOARD 48,164 $5.11M 2025-11-10 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-29 KAPPLER ANN M Officer 4,000 $438.6K 2025-08-29 Morgan Stanley Smith Barney LLC … — EDGAR
2025-05-12 Alziari Lucien Former Section 16 Insider 11,250 $1.21M 2025-05-12 Morgan Stanley Smith Barney LLC … — EDGAR
2025-03-12 SULLIVAN ANDREW F Officer 6,000 $635.9K 2025-03-12 Morgan Stanley Smith Barney LLC … — EDGAR
2025-02-07 TODMAN MICHAEL Director 2,950 $333.3K 2025-02-07 Fidelity Brokerage Services LLC — EDGAR
2024-11-07 Lowrey Charles F Officer, Director, Chairman of the Board 98,909 $12.26M 2024-11-07 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-04 0001193125-26-257475 EDGAR
2026-05-12 0001193125-26-219846 EDGAR
2026-05-05 0001137774-26-000093 EDGAR
2026-04-21 0001193125-26-166839 EDGAR
2026-04-14 0001137774-26-000087 EDGAR
2026-04-13 0001193125-26-152952 EDGAR
2026-03-10 0001193125-26-100276 EDGAR
2026-03-06 0001193125-26-095001 EDGAR
2026-02-11 0001193125-26-045632 EDGAR
2026-02-10 0001193125-26-043795 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-12 0001137774-26-000048 EDGAR
2025-02-13 0001137774-25-000044 EDGAR
2024-02-21 0001137774-24-000045 EDGAR
2023-02-16 0001137774-23-000040 EDGAR
2022-02-17 0001137774-22-000038 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001137774-26-000095 EDGAR
2025-10-30 0001137774-25-000178 EDGAR
2025-07-31 0001137774-25-000108 EDGAR
2025-05-01 0001137774-25-000060 EDGAR
2024-10-31 0001137774-24-000247 EDGAR
2024-08-02 0001137774-24-000151 EDGAR
2024-05-02 0001137774-24-000068 EDGAR
2023-11-02 0001137774-23-000117 EDGAR
2023-08-03 0001137774-23-000094 EDGAR
2023-05-04 0001137774-23-000067 EDGAR
ETF Holders
352 ETFs hold PRU
25 shown · $8.00B total exposure · 0.12% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.05% $1.2B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.06% $1.0B — 2026-09-30
3 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.39% $839.1M — 2026-09-30
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.06% $528.7M $890.4B 2026-10-20
5 DVY iShares Select Dividend ETF iShares (BlackRock) 2.13% $495.8M $23.2B 2026-10-20
6 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.06% $487.8M $818.4B 2026-10-20
7 VXUS Vanguard Total International Stock ETF Vanguard 0.07% $457.6M — 2026-09-30
8 VTV Vanguard Morningstar Value ETF Vanguard 0.15% $373.3M — 2026-09-30
9 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.10% $302.0M — 2026-09-30
10 XLF State Street® Financial Select Sector SPDR® ETF SPDR (State Street) 0.51% $265.1M $52.3B 2026-10-20
11 VOE Vanguard Morningstar Mid-Cap Value ETF Vanguard 0.67% $244.7M — 2026-09-30
12 IEFA iShares Core MSCI EAFE ETF iShares (BlackRock) 0.12% $226.0M $191.0B 2026-10-20
13 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.19% $192.4M — 2026-10-20
14 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.29% $168.0M $57.3B 2026-10-20
15 VYM Vanguard High Dividend Yield ETF Vanguard 0.17% $160.7M — 2026-09-30
16 FDVV Fidelity High Dividend ETF Fidelity 1.45% $151.2M $10.4B 2026-10-20
17 AVLV Avantis U.S. Large Cap Value ETF Avantis 0.54% $119.2M $22.3B 2026-10-20
18 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.06% $109.7M $183.5B 2026-10-20
19 EFA iShares MSCI EAFE ETF iShares (BlackRock) 0.14% $106.3M $77.3B 2026-10-20
20 FDL First Trust Morningstar Dividend Leaders Index Fund First Trust 1.17% $94.9M $8.1B 2026-10-20
21 SPYD State Street® SPDR® Portfolio S&P 500® High Dividend ETF SPDR (State Street) 1.28% $94.6M $7.4B 2026-10-20
22 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.11% $89.6M $84.5B 2026-10-20
23 SPHD Invesco S&P 500 High Dividend Low Volatility ETF Invesco 2.32% $77.1M — 2026-10-20
24 VGK Vanguard FTSE Europe ETF Vanguard 0.20% $74.5M — 2026-09-30
25 VEU Vanguard FTSE All-World Ex-US ETF Vanguard 0.08% $73.7M — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$9.72
TTM Revenue
$62.83B
TTM Net Income
$3.43B
TTM Op. Cash Flow
$9.79B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$15.53B$588.00M$1.68$1.01B
Q4 '252025-12-31$15.69B$895.00M$2.55$3.32B
Q3 '252025-09-30$17.89B$1.42B$4.01$4.30B
Q2 '252025-06-30$13.73B$527.00M$1.48$1.16B
Q1 '252025-03-31$13.47B$697.00M$1.96$-2.51B
Q4 '242024-12-31$12.52B$-56.00M$-0.14$2.32B
Q3 '242024-09-30$19.49B$443.00M$1.24$1.10B
Q2 '242024-06-30$14.88B$1.18B$3.28$-146.00M
Q1 '242024-03-31$23.51B$1.12B$3.12$5.22B
Q4 '232023-12-31$15.08B$1.30B$3.59$1.10B
Q3 '232023-09-30$8.35B$-807.00M$-2.23$2.84B
Q2 '232023-06-30$13.50B$505.00M$1.38$1.22B
Q1 2026 • period ending 2026-03-31 • filed 2026-05-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
11.81
P/B
1.25
P/S
0.64
EV/EBITDA
11.55
EV/Sales
0.90
ROE
10.6%
ROA
0.4%
Div Yield
4.89%
FCF Yield
24.16%
Debt/Equity
0.99
Current Ratio
—
Market Cap
$40.50B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
14.98M
SI % of Float
4.35%
Days to Cover
9.25
Short Vol Ratio
67.0%
Free Float
344.34M
Float %
99.8%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07