Analyst Consensus ?
ConsensusHold8 ratings
Bullish450.0%
Neutral337.5%
Bearish112.5%
Prudential plc · PUK · FY2022 Q1 · Calendar Q3 2022
Prudential Maintains Outlook as Asia Distribution Expands
The supplied analysis supports a cautiously constructive operating thesis: multi-channel distribution, digital tools, and demand for health and protection products provide growth support, while execution, regulation, rates, and accounting transition remain material constraints.
Reported Before market openNYSEFinancial Services
$30.78B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.69
Consensus —
EPS surprise
—
Reported versus consensus
Reported revenue
$9.49B
Consensus $28.04B
Revenue surprise
-66.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.8%
Event window
SPY move
+0.9%
Same window
Abnormal move
-4.8%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
-6.2%
Up to 20 sessions
PUKSPY benchmark
Ask FN2 about PUK FY2022 Q1
Transcript, numbers and history already loaded
What drove PUK's -3.8% move after FY2022 Q1 earnings?What changed in PUK's guidance and outlook in FY2022 Q1?Give me the bull and bear case for PUK after FY2022 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the current analysis places more emphasis on bancassurance scale and digital compliance tooling, adds Macau licensing as an execution milestone, and identifies IFRS 17 transition and higher rates as key risks. Guidance sentiment remained maintained.
Guidance delta
Management guidance sentiment was maintained; the supplied analysis does not identify a quantitative guidance change.
Key takeaways
- Management described resilient half-year performance, with APE sales driven by Greater China and Southeast Asia.
- Bancassurance, digital sales tools, and health and protection products remain central growth priorities.
- The main uncertainties are IFRS 17 transition, regulatory execution, rates, and China-related macro volatility.
Management priorities
- Expand agency and bancassurance distribution across China and other Asian markets.
- Accelerate digital sales tooling and video-recording compliance.
- Develop retirement, health, protection, Sharia, and Takaful offerings while pursuing Macau licensing.
Follow PUK with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$23.7Current
$39.3Low
$39.3Average
$39.3High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Goldman Sachs | Buy | Buy | Maintain | Feb 14, 2022 |
| HSBC | Buy | Hold | Upgrade | Mar 23, 2021 |
| Macquarie | Outperform | Outperform | Maintain | Oct 3, 2019 |
| Evercore ISI Group | In Line | In Line | Maintain | Jul 10, 2018 |
| JP Morgan | Neutral | Underweight | Upgrade | Mar 17, 2017 |
| Societe Generale | Sell | Hold | Downgrade | Oct 13, 2016 |
| Jefferies | Hold | Buy | Downgrade | Jul 20, 2015 |
| Charles Stanley | Buy | Accumulate | Maintain | Jun 10, 2015 |
Named analyst price targets
Upside is calculated against the persisted current price $23.7. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Berenberg Bank | Michael Huttner | $39.3 | $27.29 | +65.8% | Sep 3, 2026 |
Track every rating change on PUK the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationPrudential plc, operating through its various subsidiaries, delivers a diverse array of financial solutions to individuals across Asia and Africa, encompassing life and health coverage, retirement planning, and comprehensive asset management services. Its product portfolio includes extensive health and protection plans, along with various savings instruments such as participating, unit-linked, and conventional policies.…
Historical context
All PUK earningsFinancial Services peers this season
Latest reports in the same sector
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the PUK recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-11T06:39:45.180704+00:00
- Polygon adjusted daily market bars · 2026-10-25T20:20:40.338253+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-25T20:20:40.334519+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-25. For educational purposes only; not investment advice.