NYSEFinancialsLife & Health InsuranceS&P MidCap 400
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Close of Nov 06, 2026 · end-of-day data
PRI 8-K filings, explained
Every material Form 8-K Primerica has filed with the SEC since May 06, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Primerica reported third-quarter 2026 results for the period ended September 30, 2026, with total revenues of $902 million, up 7% year over year, and net income of $209 million, up 1%. Diluted EPS of $6.76 rose 6%, and diluted adjusted operating EPS of $6.77 rose 7%, with the company also declaring a $1.20 per share dividend.
Total revenues of $902 million rose 7% from the third quarter of 2025
Investment and Savings Products sales rose 19% to $4.4 billion; Term Life adjusted operating income before income taxes fell 12%
Company returned $159 million to stockholders in the quarter, including $122 million of share repurchases
Board approved a $1.20 per share dividend payable December 14, 2026 to holders of record on November 20, 2026
Primerica reported second-quarter 2026 results, with total revenues of $865 million up 9% and net income of $202 million up 13% from a year earlier. Diluted EPS rose 19% to $6.45 and adjusted operating EPS rose 17% to $6.41. Term Life adjusted pre-tax income fell 4%, while the Investment and Savings Products segment's pre-tax income rose 31%.
Total revenues $865 million, up 9%; net income $202 million, up 13%
Diluted EPS $6.45, up 19%; diluted adjusted operating EPS $6.41, up 17%
Investment and Savings Products sales rose 23% to $4.4 billion; Term Life policies issued fell 12% to 78,904
Company repurchased $135 million of common stock and declared a $1.20 per share dividend payable September 14, 2026
On June 2, 2026, Primerica amended and restated its $200 million unsecured revolving credit facility, which was scheduled to expire on June 22, 2026. The amendment extends the maturity to June 2, 2031, modifies the Applicable Margin and adjusts certain financial covenants. No amounts were outstanding when the agreement was signed, and no amounts had been drawn as of the report date.
Facility size remains $200 million; maturity extended from June 22, 2026 to June 2, 2031
Lenders include The Bank of New York Mellon, Citibank, N.A., JP Morgan Chase Bank, N.A., Royal Bank of Canada, The Bank of Nova Scotia and Wells Fargo Bank, National Association
SOFR loan margins range from 1.00% to 1.625% per annum; commitment fee ranges from 0.08% to 0.225% of the unused portion, both set by the company's Debt Rating
No amounts have been drawn; proceeds may be used for general corporate purposes
Primerica reported first-quarter 2026 results on May 6, 2026, with total revenues of $872.7 million (up 8%) and net income of $190.1 million (up 12%). Diluted EPS of $5.97 rose 18%, and diluted adjusted operating EPS of $5.96 rose 19%, driven mainly by record Investment and Savings Products sales, while life-licensed recruiting and new term life policies declined.
Investment and Savings Products sales were a record $4.3 billion, up 22%, and average client asset values were $129.9 billion, up 15%.
Recruits fell 17% to 84,217, and the life-licensed sales force totaled 149,732 at March 31, 2026, down 2%.
Life insurance policies issued fell 14% to 74,054, and annualized issued term life premium decreased 10% to $83.3 million.
The company repurchased $135 million of common stock in the quarter and declared a $1.20 per share dividend payable June 12, 2026.
Primerica reported fourth quarter 2025 net income of $197.0 million, up 18% from continuing operations a year earlier, with diluted EPS of $6.13 versus $4.98. Total revenues rose 8% to $853.7 million, and the company also declared a 15% higher quarterly dividend of $1.20 per share and authorized a new $475 million share repurchase program through December 31, 2026.
Q4 2025 net income $197.0 million, up 18%; diluted EPS $6.13, up 23% from $4.98
Full-year 2025 net income $751.2 million, up 4%; diluted EPS $22.91, up 9%
Quarterly dividend raised 15% to $1.20 per share, payable March 13, 2026
New $475 million share repurchase program authorized through December 31, 2026
Primerica, Inc. said two longtime directors, Beatriz R. Perez and Gary L. Crittenden, will not stand for reelection at the annual stockholder meeting planned for May 2026. Both notified the board on January 19, 2026, and the company said their decisions are not due to any disagreement with the company, the board, management, or its operations, policies, or practices.
Beatriz R. Perez has served as a director for over 11 years and will not seek reelection.
Gary L. Crittenden has served as a director for over 12 years and will not seek reelection.
Both notified the board on January 19, 2026, ahead of the annual meeting of stockholders to be held in May 2026.
The filing states neither departure relates to any differences or disagreements with the company.
Primerica reported third-quarter 2025 results with total revenues of $839.9 million, up 8% from a year earlier, and net income of $206.8 million, up 6% from continuing operations in the prior-year period. Investment and Savings Products sales reached $3.7 billion, the highest quarterly result in the company's history, but Term Life policies issued fell 15%, and recruits fell 29%, which bears on future sales capacity.
Diluted EPS was $6.35, up 11% from $5.72; diluted adjusted operating EPS was $6.33, up 11% from $5.68.
Investment and Savings Products sales rose 28% to $3.7 billion, and average client asset values rose 14% to $123.1 billion.
Term Life issued 79,379 new policies, down 15%, and recruits fell 29% to 101,156 compared with the prior-year period.
The company repurchased $129 million of common stock in the quarter and declared a $1.04 per share dividend payable December 15, 2025.
Primerica reported second-quarter 2025 results, with total revenue of $793.3 million and GAAP diluted EPS of $5.40, down from $6.07 from continuing operations a year earlier. Adjusted diluted operating EPS rose 10% to $5.46, but the year-earlier GAAP figure included a $50 million insurance claim gain that the company excludes from its adjusted measures.
Total revenue was $793.3 million versus $791.0 million in Q2 2024; net income was $178.3 million.
Diluted adjusted operating EPS was $5.46, up 10% from $4.95; adjusted operating revenues rose 7% to $796.0 million.
Term Life adjusted direct premiums rose 5%; ISP product sales were $3.5 billion, up 15%.
The company repurchased $129 million of common stock and declared a $1.04 per share dividend payable September 15, 2025.
Primerica reported first-quarter 2025 results on May 7, 2025, with total revenues of $804.8 million, up 9%, and diluted earnings per share of $5.05, up 19% from continuing operations in the prior-year period. Growth was driven mainly by its Investment and Savings Products segment, while its Term Life segment benefited from a stable in-force policy block, and the company also repurchased $118 million of common stock.
Total revenues were $804.8 million, up 9% from the first quarter of 2024.
Net income was $169.1 million, up 14% versus continuing operations in the prior-year period; diluted EPS was $5.05, up 19%.
Diluted adjusted operating EPS was $5.02, up 20% from the first quarter of 2024.
The company repurchased $118 million of common stock and declared a dividend of $1.04 per share, payable June 13, 2025, to holders of record on May 22, 2025.
Primerica reported fourth-quarter 2024 results with total revenues of $788.1 million, up 12%, and net income from continuing operations of $167.7 million, up 9%. Diluted earnings per share from continuing operations rose 14% to $4.98, and the company raised its quarterly dividend 16% to $1.04 per share, which matters to shareholders because it reflects higher profit per share and added capital returned to them.
Diluted adjusted operating earnings per share were $5.03, up 17%; full-year 2024 diluted EPS from continuing operations was $20.99, up 28%
Investment and Savings Products sales rose 41% to $3.3 billion; client asset values reached a record $112.1 billion
Board approved a new $450 million share repurchase program through December 31, 2025, after $44.4 million of Q4 buybacks
Dividend of $1.04 per share is payable March 14, 2025, to holders of record on February 21, 2025
Primerica's Compensation Committee authorized a special equity award to CEO Glenn J. Williams on December 12, 2024, valued at $2,500,000 in 8,839 restricted stock units. The award recognizes his and the company's 2024 accomplishments, including executive transitions, senior management restructuring and distribution milestones, and it cliff vests on December 12, 2027.
Award valued at $2,500,000 in 8,839 restricted stock units, based on the $282.83 closing price on December 11, 2024
Award cliff vests on December 12, 2027, the three-year anniversary of the grant date
Granted under the 2020 Omnibus Incentive Plan and recognizes 2024 executive transitions, management restructuring and distribution milestones
Primerica reported third quarter 2024 results, with total revenues of $774.1 million, up 11%, and diluted EPS from continuing operations of $5.72, up 31%. The EPS figure includes a $0.52 per share net remeasurement gain from the annual actuarial assumption review, and the company also reported a net loss from discontinued operations tied to its exit from the senior health business.
Total revenues of $774.1 million rose 11% from the third quarter of 2023; net income from continuing operations was $194.7 million, up 24%.
Diluted EPS from continuing operations was $5.72, up 31%, including a $0.52 remeasurement gain; diluted adjusted operating EPS was $5.68, up 28%.
Net income including discontinued operations was $164.4 million, or $4.83 diluted EPS, compared with $4.23 a year earlier.
The Board declared a $0.90 per share dividend payable December 12, 2024, and the company repurchased $129 million of common stock during the quarter.
Primerica said Executive Vice President and Chief Operating Officer Gregory C. Pitts plans to retire on or about April 1, 2025, and will stop serving as principal operating officer effective October 1, 2024. The Board appointed Robert H. Peterman Jr., currently Executive Vice President and Chief Distribution Officer, to succeed him as COO effective October 1, 2024, a planned succession that keeps a long-tenured internal leader in the operating role.
Gregory C. Pitts, with the company since 1985, plans to retire on or about April 1, 2025 and remains an executive officer until December 31, 2024.
Robert H. Peterman Jr., age 59, becomes Executive Vice President and Chief Operating Officer effective October 1, 2024, reporting to CEO Glenn Williams.
Peterman joined Primerica in October 1984 and has been Executive Vice President and Chief Distribution Officer since March 2023.
As of January 1, 2025, executive officers will be the Chief Executive Officer, President and Chief Financial Officer.
Primerica reported second-quarter 2024 GAAP net income of $1.2 million, or $0.03 per diluted share, down from $144.5 million a year earlier. The drop reflects $253.6 million in goodwill and other long-lived asset impairments tied to the company's exit from the Senior Health business, and the company says it excluded these items from its adjusted results, where adjusted operating earnings per diluted share rose 18% to $4.71.
GAAP diluted EPS was $0.03 versus $3.97 a year earlier; net income was $1.2 million versus $144.5 million.
Total revenues rose 17% to $803.4 million, including $50 million in insurance claim proceeds; adjusted operating revenues rose 9% to $753.3 million.
Adjusted operating EPS was $4.71, up from $3.99; adjusted net operating income rose 12% to $162.7 million.
The Board approved a 20% dividend increase to $0.90 per share, payable September 12, 2024; the company repurchased $142.7 million of common stock in the quarter.
Primerica's board decided to exit its senior health business by abandoning its indirect ownership of e-TeleQuote Insurance, Inc. (ETQ) no later than September 30, 2024, without receiving consideration. The company will record a net non-cash after-tax charge of $229.6 million in the second quarter of 2024, and says it expects further restructuring charges in the third quarter, which matters to shareholders because it reduces reported results.
Net non-cash after-tax charge of $229.6 million in Q2 2024, including a $253.6 million write-off of goodwill and intangibles, partly offset by a $24.0 million net tax impact.
ETQ's ownership will be abandoned by no later than September 30, 2024, with no consideration received.
ETQ plans to sell newly issued shares of up to 19% of its common stock to a new minority investor; bids are due by 5:00 pm EST on July 31, 2024.
$50.0 million in insurance proceeds will be recognized in Q2 2024 and excluded from adjusted operating results.
Primerica reported first quarter 2024 results on May 6, 2024, with diluted earnings per share of $3.93, up 14%, and total revenues of $742.8 million, up 8%. Diluted adjusted operating EPS was $3.91, up 10%, and the company expects a $50 million gain in the second quarter from an insurance claim, which it will exclude from adjusted results. Profit growth is the main takeaway for shareholders, though the Senior Health segment posted a $14 million loss.
Net income of $137.9 million rose 8%; diluted EPS of $3.93 rose 14% from $3.46 a year earlier
Senior Health reported a loss of $14 million; Term Life adjusted operating revenues rose 5% to $440.4 million
Investment and Savings Products sales reached $2.8 billion, up 20%; client asset values ended the quarter at $103 billion
Board declared a $0.75 per share dividend payable June 12, 2024; the company repurchased $109 million of stock in the quarter
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