Every 8-K that PRIMERICA, INC. (PRI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PRI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PRI filings page.
Primerica, Inc. reported strong results for the quarter ended June 30, 2026. Total revenues were $865 million, up 9% from a year earlier. Net income rose to $202 million, and diluted EPS increased 19% to $6.45. Adjusted operating revenues were $863 million, while adjusted net operating income reached $201 million, driving a 17% increase in diluted adjusted operating EPS to $6.41.
The investment and savings products business was a key growth driver, with record product sales of $4.4 billion, up 23%, and client asset values ending the quarter at $140 billion, up 16%. Term Life delivered stable premiums and cash flow, though pre-tax income declined modestly. The company returned $172 million to stockholders in the quarter, including $135 million of share repurchases and a dividend, and the Board declared a $1.20 per share dividend payable on September 14, 2026.
Primerica, Inc. entered into a second amended and restated $200 million unsecured revolving credit facility with a syndicate of commercial banks. The agreement extends the facility’s stated maturity to June 2, 2031, with no amounts outstanding or drawn as of this report.
The facility allows borrowings at either a base rate or SOFR rate plus an applicable margin tied to Primerica’s debt rating, and also permits letters of credit. Primerica must pay commitment and administrative fees and comply with customary operational and financial covenants, including leverage and minimum net worth tests, with standard events of default.
Primerica, Inc. reported results from its 2026 annual stockholders’ meeting held on May 21, 2026. Of 31,397,082 common shares entitled to vote, 28,535,980 were represented, about 91% turnout. All nine director nominees were elected by majority vote. Stockholders also approved the advisory Say-on-Pay vote on executive compensation, with 26,914,943 votes for and 403,201 against, and ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 28,402,788 votes for and 100,926 against.
Primerica, Inc. reported strong first quarter 2026 results, showing broad-based growth and record performance in its investment business. Total revenues reached $872.7 million, up 8% from the prior year, while net income rose 12% to $190.1 million.
Diluted earnings per share increased 18% to $5.97. On a non-GAAP basis, adjusted operating revenues were $872.3 million, up 9%, and adjusted net operating income was $189.8 million, up 13%. Diluted adjusted operating EPS grew 19% to $5.96, highlighting strong underlying profitability.
The Investment and Savings Products segment was a key growth driver, with record product sales of $4.3 billion, up 22%, and average client asset values of $129.9 billion, up 15%. Term Life revenues increased 1%, supported by 4% growth in adjusted direct premiums and a 22.5% operating margin.
Primerica returned capital to shareholders with $135 million of share repurchases and a $1.20 per-share dividend declared for payment on June 12, 2026. The life subsidiary’s estimated statutory RBC ratio of 430% underscores solid capital strength.
Primerica, Inc. updated its corporate bylaws to formalize when shareholders can demand a special meeting. Under the new Fourth Amended and Restated By-Laws, the board must call a special meeting if one or more shareholders request it and collectively hold at least a majority of the company’s voting power for at least twelve months before the request.
The bylaws add detailed information and documentation requirements for any special meeting request and specify several circumstances when the board is not required to call such a meeting, including timing near an annual meeting, repeat or substantially similar business, or noncompliance with legal and bylaw standards.
Primerica, Inc. reported strong fourth quarter and full-year 2025 results, driven by record Investment and Savings Products (ISP) performance and solid term life insurance earnings. Fourth quarter total revenues reached $853.7 million, up 8% from a year earlier. Net income was $197.0 million, an 18% increase, with diluted EPS of $6.13 versus $4.98 from continuing operations in the prior-year quarter. Adjusted operating revenues were $853.5 million, up 8%, while adjusted net operating income rose 16% to $196.9 million and diluted adjusted operating EPS grew 22% to $6.13.
For full-year 2025, net income was $751.2 million, up 4% versus net income from continuing operations in 2024, and diluted EPS increased 9% to $22.91. Adjusted net operating income grew 10% to $751.4 million, and diluted adjusted operating EPS rose 16% to $22.92. Record ISP product sales of $4.1 billion in the quarter were up 24%, and average ISP client asset values increased 14% to $128.2 billion, ending the year at $129 billion. The Term Life segment delivered 2% growth in direct premiums and 5% growth in pre-tax operating income.
Return on stockholders’ equity was 33.2%, and adjusted net operating income return on adjusted stockholders’ equity was 33.5% in the quarter. Primerica returned significant capital to stockholders, completing a $450 million share repurchase authorization in 2025, with the Board approving a new $475 million repurchase program through December 31, 2026. The Board also approved a 15% increase in the quarterly dividend to $1.20 per share, payable March 13, 2026. Primerica Life Insurance Company’s estimated statutory RBC ratio was 455% as of December 31, 2025.
Primerica, Inc. reported that two long-serving board members, Beatriz R. Perez and Gary L. Crittenden, have informed the Board that they will not stand for reelection at the annual meeting of stockholders to be held in May 2026. Ms. Perez has served on the Board for over 11 years and Mr. Crittenden for over 12 years. The company states that each director’s decision is not related to any differences or disagreements with the company, the Board, management, or its operations, policies, or practices. Primerica expresses gratitude for their many years of service and contributions.
Primerica, Inc. (PRI) furnished its third‑quarter update. The company announced results for the quarter ended September 30, 2025, via a press release furnished as Exhibit 99.1 and posted supplemental financial information as Exhibit 99.2 on its investor relations website.
The company highlighted several non‑GAAP measures used to evaluate performance: adjusted direct premiums, other ceded premiums, adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income, diluted adjusted operating earnings per share, and adjusted stockholders’ equity. Exclusions include amounts ceded under IPO coinsurance transactions, investment gains (losses) and mark‑to‑market adjustments, insurance proceeds tied to the 2021 e‑TeleQuote acquisition, corporate restructuring and related charges from the 2024 exit of the senior health business, related tax effects and a valuation allowance for e‑TeleQuote state NOLs, and certain unrealized AFS gains (losses) and discount‑rate impacts recorded in AOCI. Reconciliations are included with the press release. The information in Items 2.02 and 7.01 is furnished, not filed.