UBS sees value unlock in Prudential India life insurance shake-up

UBS says a swap of Prudential's ICICI Pru Life stake for a controlling position in Bharti Life could release up to $1 billion in excess cash. Prudential PLC (LSE:PRU), the FTSE 100 insurer focused on Asian and African growth markets, could unlock significant shareholder value by swapping its roughly 22% stake in ICICI Prudential Life Insurance for an 85% controlling stake in Bharti Life Insurance, according to UBS.

Proactive Investors • Apr 27, 2026

Prudential plc (PUK) Q4 2025 Earnings Call Prepared Remarks Transcript

Prudential plc (PUK) Q4 2025 Earnings Call Prepared Remarks Transcript

Seeking Alpha • Mar 24, 2026

Prudential Plc Remains An Interesting Growth Pick Following Its 2025 Earnings

Prudential Plc continues to outperform, driven by robust double-digit growth in new business profit and free surplus generation across Asia and Africa. PUK's capital return policy prioritizes share buybacks over dividends, with over $7 billion targeted for return between 2024-27, equating to a 5% annual yield. Valuation remains attractive at 1.8x book value, especially versus peers, supported by a conservative investment portfolio with minimal private credit exposure.

Seeking Alpha • Mar 20, 2026

Prudential tops up buyback with $1.2bn more as profits swell

Prudential PLC (LSE:PRU) has launched a $1.2 billion share buyback after posting double-digit profit growth for 2025, with another $1.3 billion eyed for 2027. The Asia and Africa focused life insurer's buyback follows the completion of a separate $2 billion repurchase programme last year and the stock market listing of its Indian asset management joint venture, ICICI Prudential Asset Management.

Proactive Investors • Mar 18, 2026

Prudential does everything right but shares falls anyway - analysts explain why

Full-year results from Prudential PLC (LSE:PRU) were broadly what City analysts were hoping for, with new business profit, earnings and the dividend all nudging ahead of expectations – but a softer-than-expected free surplus ratio is likely to temper enthusiasm. Shares in the FTSE 100 group fell almost 5% to 1045p by early afternoon.

Proactive Investors • Mar 18, 2026

Prudential plc (PUK) Q4 2025 Earnings Call Transcript

Prudential plc (PUK) Q4 2025 Earnings Call Transcript

Seeking Alpha • Mar 19, 2026

Prudential posts 12% rise in new business profit, flags $7 billion shareholder returns

Insurer Prudential , posted a 12% rise in ‌annual new business profit on Wednesday, helped by resilient momentum in its Asia and Africa markets.

Reuters • Mar 17, 2026

AEG or PUK: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Insurance - Multi line sector have probably already heard of Aegon NV (AEG) and Prudential (PUK). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Mar 10, 2026

Prudential heads into results season with cash generation the key test

Prudential PLC (LSE:PRU) reports full-year results on 17 March, and the numbers Deutsche Bank is watching most closely sit inside the cash flow statement rather than the headline profit line. The bank, which rates the stock a 'buy' with a 1,355p price target, forecasts new business value of $2.7 billion, embedded value of $39.3 billion, IFRS operating profit of $3.25 billion and a dividend of 25.44 cents per share for the year.

Proactive Investors • Feb 23, 2026

Prudential bounces back after read-across hits shares

Prudential PLC shares rose 1.9% to 1,089.5p on Monday, recovering some ground after last week's sharp sell-off sparked by results from US peer Lincoln and Asian rival Manulife. The stock had fallen 8.6% across Thursday and Friday as investors reacted to softer-than-expected figures from Manulife, particularly a 28% year-on-year drop in Hong Kong sales.

Proactive Investors • Feb 16, 2026