Welcome to our dedicated page for Primerica SEC filings (Ticker: PRI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Primerica, Inc. filings document operating results and governance matters for a financial services company built around term life insurance and investment and savings product distribution. Recent 8-K reports furnish quarterly results and non-GAAP measures such as adjusted operating revenues, adjusted operating income, adjusted net operating income, diluted adjusted operating earnings per share, and adjusted stockholders’ equity, including treatment of IPO coinsurance transactions and investment gains or losses.
Proxy and governance filings cover director elections, executive compensation, pay-versus-performance data, board matters, and stockholder voting procedures. Other current reports document bylaw provisions for stockholder-requested special meetings and board composition disclosures.
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 reported a Schedule 13G filing showing Vanguard Capital Management beneficially owns 1,677,279 shares of common stock, equal to 5.29% of the class. The filing states Vanguard has sole dispositive power over 1,677,279 shares and sole voting power over 244,486 shares.
Primerica Inc reports that Vanguard Portfolio Management beneficially owns 1,835,393 shares of Primerica common stock, representing 5.79% of the class. The filing lists 3,845 shares with sole voting power and 1,835,393 shares with sole dispositive power.
Primerica is asking stockholders to elect nine directors, approve 2025 executive pay on an advisory basis, and ratify KPMG as auditor at the May 21, 2026 annual meeting. The board highlights strong pay‑for‑performance alignment, with adjusted net operating income ROAE rising to 33.1% in 2025 from 31.2% in 2024.
Stockholder returns were mixed: 2025 total stockholder return was -3.3%, but five‑year TSR reached 107.1%. The company returned approximately $450.0 million through share repurchases and raised the annual dividend by 26.0% to $4.16 per share.
Distribution results were strong in Investment and Savings Products, with sales up 23.6% to $14.9 billion and client assets growing to $128.9 billion, while several term life insurance activity metrics declined from 2024’s unusually strong levels. Primerica also emphasizes board refreshment, expanded stockholder rights, sustainability reporting and extensive human capital initiatives.
The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting its ownership position in Primerica Inc. The filing states The Vanguard Group (and its relevant subsidiaries after an internal realignment) beneficially owns 0 shares of Primerica common stock, representing 0% of the class. The amendment explains the January 12, 2026 internal realignment and reliance on SEC Release No. 34-39538 (January 12, 1998) for disaggregated reporting; the form is signed on 03/27/2026 by Ashley Grim.
Primerica, Inc. director Joel M. Babbit reported an automatic acquisition of 36.627 shares of phantom stock on March 13, 2026 at $249.06 per share. This transaction arose from dividends that were reinvested under the Non-Employee Directors' Deferred Compensation Plan and increased his direct holdings to 8,467.5137 shares of common stock equivalents. The phantom stock is convertible into common stock on a one-for-one basis in accordance with the plan’s terms.
Primerica, Inc. director Amber Lynne Cottle reported an acquisition of common stock-equivalent units through the company’s Non-Employee Directors' Deferred Compensation Plan. On this Form 4, 14.565 shares were credited at a price of 249.0600 per share, representing dividends on phantom stock that were automatically reinvested.
These phantom stock units are convertible into common stock on a one-for-one basis under the plan’s terms. Following this dividend reinvestment, Cottle’s directly held balance in this plan increased to 3,176.7935 shares-equivalent, reflecting routine compensation-related accrual rather than an open-market purchase.
Primerica, Inc. director Barbara A. Yastine reported an acquisition of 64.9920 shares of phantom stock on March 13, 2026 at a referenced value of $249.0600 per share. These units represent dividends paid on existing phantom stock and were automatically reinvested under the Non-Employee Directors' Deferred Compensation Plan.
Each phantom stock unit is convertible into one share of common stock in accordance with the plan’s terms. Following this reinvestment, Yastine’s reported balance in this account is 19,215.7043 shares, reflecting a routine, compensation-related adjustment rather than an open-market trade.
Primerica director Donald R. Williams reported a small equity-based award linked to company stock. On this Form 4, he acquired 44.069 shares of phantom stock, credited through automatic dividend reinvestment under the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis under the plan’s terms. Following this routine compensation-related transaction, Williams holds 20,323.7967 common-stock-equivalent shares directly.