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. director Amber Lynne Cottle reported an equity compensation grant of common stock. She acquired 640 shares on May 21, 2026 at $281.06 per share as a grant or award, bringing her direct holdings to 3,819.1017 shares of common stock.
The award is in the form of restricted stock units (RSUs) granted under Primerica's 2020 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of PRI common stock and vests in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027.
Babbit Joel M. reported acquisition or exercise transactions in this Form 4 filing.
Primerica director Joel M. Babbit reported receiving an equity award tied to 640 shares of Primerica common stock, valued at $281.06 per share. The award consists of restricted stock units (RSUs) granted under the company’s 2020 Omnibus Incentive Plan, each representing a contingent right to one share of common stock. After this grant, Babbit holds 9,107.5137 common shares directly. The RSUs vest in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, meaning shares will be delivered over this schedule as vesting conditions are met.
Addison John A. Jr. reported acquisition or exercise transactions in this Form 4 filing.
Primerica, Inc. director John A. Addison Jr. reported an award of 640 shares of common stock in the form of restricted stock units (RSUs). The grant is valued at $281.06 per share and brings his directly held stake to 16,342.782 shares after the award.
The RSUs were granted under Primerica’s 2020 Omnibus Incentive Plan and represent rights to receive an equal number of Primerica shares over time. They vest in four equal 25% installments on August 21, 2026, November 21, 2026, February 21, 2027, and May 19, 2027, tying director compensation to the company’s long-term performance.
Primerica, Inc. president Peter W. Schneider reported an open-market sale of 1,800 shares of Primerica common stock on May 18, 2026 at an average price of $279.6397 per share. According to the filing, the shares were sold in multiple transactions at prices ranging from $274.43 to $280.80. After this sale, Schneider directly owns 9,811 shares of Primerica common stock.
Primerica, Inc. reported higher profitability for the quarter ended March 31, 2026. Total revenues were $872.7 million, up from $804.8 million a year earlier, driven mainly by growth in investment and savings products and higher net premiums.
Net income rose to $190.1 million from $169.1 million, with diluted EPS increasing to $5.97 from $5.05 as the company combined earnings growth with share repurchases. Term Life Insurance and Investment and Savings Products both delivered higher pre-tax income, while Corporate and Other remained a modest loss.
Total assets were $14.68 billion versus $15.01 billion at year-end, reflecting lower separate account assets and cash. Cash from operations was $156.8 million. The company returned capital through $38.1 million of dividends and $135.0 million of share repurchases, leaving 31.3 million shares outstanding at quarter-end.
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.