PRI
Primerica, Inc.Company Information
- Company Name
- Primerica, Inc.
- CIK
- CIK0001475922
- Category
- Large accelerated filer
- Ticker: Exchange
- PRI: NYSE
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6311
- SIC Description
- Life Insurance
- Ticker
- PRI
SEC filing data through
Insider Sentiment
- Last purchase
- —
- Last sale
- 2026-08-17
- Shares purchased (TTM)
- 0
- Shares sold (TTM)
- 18,569
Institutional Sentiment
- As of
- 2026-06-30
- Institutional shares owned
- 28,694,962
- Shares outstanding
- 31,196,000
- Ownership
- 91.98%
Earnings Market Reaction
- Filing date
- 2026-08-06
- Price on filing date
- —
- 1-month reaction
- -10.68%
- 3-month reaction
- …
Balance Sheet
Values in millions ($)| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Investments | ||||||||||||||||||
| Available For Sale Securities Debt Securities | 3,472 | 3,444 | 3,265 | 3,148 | 3,097 | 3,076 | 2,946 | 2,995 | 2,796 | 2,782 | 2,719 | 2,589 | ||||||
| Held To Maturity Securities | 1,074 | 1,131 | 1,175 | 1,242 | 1,259 | 1,285 | 1,304 | 1,330 | 1,353 | 1,376 | 1,387 | 1,417 | ||||||
| Equity Securities Fv Ni | 29 | 28 | 26 | 26 | 25 | 27 | 27 | 28 | 26 | 27 | 30 | 29 | ||||||
| Other Short Term Investments | - | - | - | - | - | - | 0 | 0 | 0 | 0 | 0 | 20 | ||||||
| Trading Securities Debt | 32 | 32 | 13 | 13 | 3 | 3 | 3 | 3 | 3 | 3 | 18 | 18 | ||||||
| Investments | 4,733 | 4,691 | 4,536 | 4,482 | 4,436 | 4,445 | 4,331 | 4,410 | 4,228 | 4,240 | 4,206 | 4,124 | ||||||
| Cash And Cash Equivalents At Carrying Value | 600 | 646 | 756 | 645 | 621 | 625 | 688 | 550 | 627 | 593 | 594 | 469 | ||||||
| Accrued Investment Income Receivable | 33 | 31 | 30 | 29 | 29 | 29 | 28 | 26 | 26 | 25 | 24 | 24 | ||||||
| Reinsurance Recoverables | 2,451 | 2,480 | 2,565 | 2,597 | 2,698 | 2,723 | 2,744 | 2,874 | 2,833 | 2,920 | 3,016 | 2,954 | ||||||
| Deferred Policy Acquisition Costs | 3,991 | 3,954 | 3,916 | 3,863 | 3,817 | 3,743 | 3,680 | 3,637 | 3,566 | 3,504 | 3,447 | 3,375 | ||||||
| Premiums And Other Receivables Net | 291 | 280 | 275 | 301 | 300 | 282 | 283 | 301 | 289 | 287 | 269 | 287 | ||||||
| Goodwill | - | - | - | - | - | - | - | - | 0 | 128 | 128 | 128 | ||||||
| Intangible Assets Net Excluding Goodwill | 45 | 45 | 45 | 45 | 45 | 45 | 45 | 45 | 45 | 172 | 45 | 178 | ||||||
| Income Tax Receivable | 181 | 131 | 45 | 128 | 132 | 127 | 0 | 128 | 118 | 120 | 3 | - | ||||||
| Deferred Income Tax Assets Net | - | - | 132 | - | - | - | 123 | - | - | - | 117 | 106 | ||||||
| Operating Lease Right Of Use Asset | 40 | 41 | 42 | 43 | 44 | 45 | 47 | 48 | 51 | 52 | 52 | 55 | ||||||
| Other Assets | 260 | 255 | 388 | 400 | 388 | 408 | 404 | 394 | 357 | 356 | 440 | 359 | ||||||
| Separate Account Assets | 2,156 | 2,123 | 2,282 | 2,314 | 2,318 | 2,118 | 2,209 | 2,401 | 2,254 | 2,335 | 2,396 | 2,183 | ||||||
| Assets | 14,782 | 14,677 | 15,012 | 14,848 | 14,830 | 14,589 | 14,582 | 14,815 | 14,566 | 14,909 | 15,028 | 14,433 | ||||||
| Assets Of Disposal Group Including Discontinued Operation | - | - | - | - | - | - | 0 | 0 | - | - | 419 | - | ||||||
Liabilities | ||||||||||||||||||
| Liability For Future Policy Benefits | 6,803 | 6,729 | 6,818 | 6,817 | 6,719 | 6,638 | 6,503 | 6,919 | 6,436 | 6,548 | 6,742 | 6,045 | ||||||
| Deferred Revenue Current | 16 | 17 | 16 | 16 | 17 | 17 | 16 | 16 | 17 | 16 | 15 | 15 | ||||||
| Liability For Claims And Claims Adjustment Expense | 489 | 489 | 495 | 478 | 508 | 495 | 488 | 497 | 479 | 517 | 514 | 475 | ||||||
| Other Policyholder Funds | 344 | 342 | 356 | 368 | 382 | 395 | 402 | 398 | 413 | 421 | 435 | 448 | ||||||
| Notes Payable | 596 | 596 | 595 | 595 | 595 | 595 | 595 | 594 | 594 | 594 | 594 | 594 | ||||||
| Surplus Notes | 1,073 | 1,130 | 1,175 | 1,241 | 1,259 | 1,285 | 1,304 | 1,330 | 1,353 | 1,376 | 1,387 | 1,417 | ||||||
| Accrued Income Taxes Current | 25 | 67 | 120 | 52 | 66 | 116 | 58 | 21 | 135 | 198 | 23 | - | ||||||
| Deferred Income Tax Liabilities Net | - | - | 28 | - | - | - | 58 | - | - | - | 54 | 228 | ||||||
| Operating Lease Liability | 47 | 48 | 50 | 51 | 52 | 53 | 55 | 57 | 59 | 60 | 59 | 62 | ||||||
| Other Liabilities | 620 | 532 | 547 | 515 | 524 | 524 | 549 | 549 | 613 | 581 | 579 | 575 | ||||||
| Obligation To Return Securities Received As Collateral | 89 | 85 | 85 | 105 | 83 | 98 | 86 | 85 | 91 | 77 | 100 | 78 | ||||||
| Separate Accounts Liability | 2,156 | 2,123 | 2,282 | 2,314 | 2,318 | 2,118 | 2,209 | 2,401 | 2,254 | 2,335 | 2,396 | 2,183 | ||||||
| Liabilities | 12,259 | 12,158 | 12,566 | 12,552 | 12,522 | 12,333 | 12,323 | 12,868 | 12,444 | 12,723 | 12,962 | 12,121 | ||||||
Statement Of Stockholders Equity | ||||||||||||||||||
| Liabilities Of Disposal Group Including Discontinued Operation | - | - | - | - | - | - | 0 | 0 | - | - | 66 | - | ||||||
Stockholders Equity | ||||||||||||||||||
| Common Stock Value | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||||
| Retained Earnings Accumulated Deficit | 2,473 | 2,440 | 2,416 | 2,320 | 2,271 | 2,253 | 2,231 | 2,132 | 2,123 | 2,286 | 2,277 | 2,215 | ||||||
Accumulated Other Comprehensive Income Loss Net Of Tax | ||||||||||||||||||
| Aoci Liability For Future Policy Benefit After Tax | 191 | 224 | 135 | 90 | 175 | 172 | 225 | -71 | 201 | 93 | -39 | 378 | ||||||
| Accumulated Other Comprehensive Income Loss Foreign Currency Translation Adjustment Net Of Tax | -31 | -23 | -16 | -22 | -14 | -35 | -35 | -11 | -16 | -12 | -2 | -11 | ||||||
| Accumulated Other Comprehensive Income Loss Available For Sale Securities Adjustment Net Of Tax | -111 | -121 | -89 | -92 | -125 | -134 | -163 | -104 | -187 | -182 | -170 | -270 | ||||||
| Stockholders Equity | 2,523 | 2,520 | 2,446 | 2,296 | 2,308 | 2,256 | 2,259 | 1,947 | 2,122 | 2,186 | 2,066 | 2,312 | ||||||
| Liabilities And Stockholders Equity | 14,782 | 14,677 | 15,012 | 14,848 | 14,830 | 14,589 | 14,582 | 14,815 | 14,566 | 14,909 | 15,028 | 14,433 | ||||||
| Fixed Maturity Securities | - | - | - | - | - | - | - | - | - | - | - | 103 | ||||||
| Short Term Investment | - | - | - | - | - | - | - | - | - | - | - | -2 | ||||||
| Fixed Maturities | -3,595 | 3,598 | 4,567 | 9 | 9 | 3,246 | 143 | 92 | 21 | 3,013 | 155 | - | ||||||
| Short Term Investments | 5 | - | - | - | - | - | 4 | - | - | 0 | 0 | - | ||||||
| Held To Maturity Securities Fair Value | 1,037 | 1,100 | 1,153 | 1,218 | 1,226 | 1,232 | 1,227 | 1,298 | 1,268 | 1,299 | 1,335 | 1,285 | ||||||
| Equity Securities Fv Ni Cost | 21 | 21 | 21 | 20 | 20 | 2 | 23 | 23 | 23 | 23 | 27 | 27 | ||||||
| Debt Securities Trading And Equity Securities Fv Ni Cost | 33 | 33 | 13 | 13 | 3 | 3 | 4 | 4 | 4 | 4 | 19 | 19 | ||||||
Intangible Assets Net Excluding Goodwill | ||||||||||||||||||
| Finite Lived Intangible Assets Accumulated Amortization | - | - | - | - | - | - | - | - | 0 | 29 | 26 | 24 | ||||||
| Common Stock Par Or Stated Value Per Share | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | ||||||
| Common Stock Shares Authorized | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | ||||||
| Common Stock Shares Issued | 31 | 31 | 32 | 32 | 33 | 33 | 33 | 34 | 34 | 35 | 35 | 35 | ||||||
| Shares Outstanding | 31 | 31 | 32 | 32 | 33 | 33 | 33 | 34 | 34 | 35 | 35 | 35 | ||||||
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Recent filings
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
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Start 7-day free trialPrimerica, Inc. (PRI) — SEC Financial Statements & Analysis
Primerica, Inc. (PRI) is a life insurance company, incorporated in DE. Primerica, Inc. trades on NYSE as: PRI. Primerica, Inc. (PRI)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-06. Based on that filing, Primerica, Inc. carries a market cap of $8.83B, a P/E ratio of 11.09x, a P/B ratio of 3.50x, a P/S ratio of 2.57x, an enterprise value of $8.83B, and an EV/EBITDA multiple of 8.41x. On profitability, it posts a gross margin of 94.63%, an operating margin of 29.91%, a net margin of 23.20%, a Return on Equity (ROE) of 32.97%, and a Return on Invested Capital (ROIC) of 32.48%. Per share, it reports EPS of $25.52, diluted EPS of $25.49, free cash flow per share of $28.59, and a dividend per share of $4.57. Over the trailing year, it posted revenue growth of 8.57% year-over-year, net income growth of 17.29% year-over-year, and EPS growth of 23.58% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 172.49x, free cash flow of $891.75M (TTM), and net debt of $-4.47M. Figures sourced from SEC EDGAR.
- Market Cap
- $8.83B
- P/E TTM
- 11.09x
- EPS TTM
- $25.52
- P/B TTM
- 3.50x
- ROE TTM
- 32.97%
- Free Cash Flow TTM
- $891.75M
- Net Revenue TTM Growth 1Y
- 8.57%
Data as of 2026-06-30 · Source: SEC EDGAR
Frequently Asked Questions
What industry is Primerica, Inc. in?
Primerica, Inc. (PRI) operates in the Life Insurance industry.
What exchange does PRI trade on?
Primerica, Inc. (PRI) trades on the NYSE.
Where is Primerica, Inc. incorporated?
Primerica, Inc. is incorporated in DE.
When was Primerica, Inc. (PRI)'s most recent SEC filing?
Primerica, Inc. (PRI)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-06.
What is PRI's market cap?
Primerica, Inc. (PRI) has a market capitalization of $8.83B as of 2026-06-30.
What is PRI's P/E ratio?
Primerica, Inc. (PRI)'s trailing twelve month P/E ratio is 11.09x as of 2026-06-30.
What is PRI's EPS (earnings per share)?
Primerica, Inc. (PRI)'s trailing twelve month EPS is $25.52 as of 2026-06-30.
What is PRI's ROE (return on equity)?
Primerica, Inc. (PRI)'s trailing twelve month Return on Equity (ROE) is 32.97% as of 2026-06-30.
What is PRI's ROIC (return on invested capital)?
Primerica, Inc. (PRI)'s trailing twelve month Return on Invested Capital (ROIC) is 32.48% as of 2026-06-30.
What is PRI's EV/EBITDA?
Primerica, Inc. (PRI)'s trailing twelve month EV/EBITDA is 8.41x as of 2026-06-30.

