UBS Group AG Grows Stock Position in Primerica, Inc. $PRI

UBS Group AG grew its holdings in Primerica, Inc. (NYSE:PRI) by 41.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 131,656 shares of the financial services provider’s stock after purchasing an additional 38,626 shares during the quarter. UBS Group AG’s holdings in Primerica were worth $34,015,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in PRI. Vista Investment Partners II LLC acquired a new stake in Primerica in the 4th quarter worth about $1,685,000. First Trust Advisors LP lifted its stake in shares of Primerica by 12.4% in the 3rd quarter. First Trust Advisors LP now owns 492,083 shares of the financial services provider’s stock valued at $136,597,000 after purchasing an additional 54,158 shares in the last quarter. M&T Bank Corp lifted its stake in shares of Primerica by 1,155.8% in the 4th quarter. M&T Bank Corp now owns 32,137 shares of the financial services provider’s stock valued at $8,303,000 after purchasing an additional 29,578 shares in the last quarter. Prana Capital Management LP lifted its stake in shares of Primerica by 22.8% in the 3rd quarter. Prana Capital Management LP now owns 66,916 shares of the financial services provider’s stock valued at $18,575,000 after purchasing an additional 12,432 shares in the last quarter. Finally, Moran Wealth Management LLC lifted its stake in shares of Primerica by 168.6% in the 4th quarter. Moran Wealth Management LLC now owns 20,522 shares of the financial services provider’s stock valued at $5,302,000 after purchasing an additional 12,881 shares in the last quarter. Institutional investors and hedge funds own 90.88% of the company’s stock.

Insider Buying and Selling

In other news, President Peter W. Schneider sold 1,800 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $252.38, for a total value of $454,284.00. Following the completion of the sale, the president directly owned 11,611 shares in the company, valued at approximately $2,930,384.18. The trade was a 13.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Glenn J. Williams sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $256.41, for a total value of $641,025.00. Following the completion of the sale, the chief executive officer owned 27,392 shares of the company’s stock, valued at $7,023,582.72. This trade represents a 8.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.63% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on PRI. Zacks Research lowered Primerica from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, February 24th. Keefe, Bruyette & Woods reiterated a “hold” rating and set a $290.00 target price on shares of Primerica in a report on Thursday, March 26th. Morgan Stanley dropped their price objective on Primerica from $292.00 to $285.00 and set an “equal weight” rating on the stock in a report on Tuesday, March 3rd. TD Cowen restated a “buy” rating on shares of Primerica in a report on Wednesday, January 28th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Primerica in a report on Wednesday. Three research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Primerica currently has an average rating of “Hold” and a consensus target price of $293.60.

Primerica Trading Up 0.3%

Shares of NYSE PRI opened at $274.11 on Friday. Primerica, Inc. has a twelve month low of $230.09 and a twelve month high of $288.03. The company has a market capitalization of $8.68 billion, a price-to-earnings ratio of 11.49 and a beta of 0.91. The business has a 50 day simple moving average of $261.66 and a 200-day simple moving average of $260.30.

Primerica (NYSE:PRI) last issued its quarterly earnings results on Wednesday, May 6th. The financial services provider reported $5.96 earnings per share for the quarter, beating analysts’ consensus estimates of $5.45 by $0.51. Primerica had a return on equity of 32.32% and a net margin of 22.99%.The business had revenue of $872.30 million during the quarter, compared to the consensus estimate of $855.36 million. During the same period in the previous year, the business earned $5.02 EPS. The business’s quarterly revenue was up 8.6% on a year-over-year basis. As a group, equities analysts predict that Primerica, Inc. will post 23.84 earnings per share for the current year.

Primerica Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Thursday, May 21st will be issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Thursday, May 21st. Primerica’s payout ratio is 20.13%.

Key Primerica News

Here are the key news stories impacting Primerica this week:

• Positive Sentiment: Primerica reported Q1 earnings of $5.96 per share, topping estimates of $5.45, while revenue of $872.3 million also beat expectations. The company said its investment and savings product (ISP) sales hit a record, which supports growth momentum. Article: Should Primerica’s (PRI) Strong Q1 Beat and Record ISP Sales Prompt Action From Investors?
• Positive Sentiment: The company also raised its quarterly dividend to $1.20 per share, reinforcing capital return to shareholders.
• Neutral Sentiment: Primerica’s earnings release and presentation highlighted continued profitability and strong returns, but much of the market focus is now on whether recent momentum can continue through the rest of the year. Article: Primerica, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Management trimmed its term life policy outlook, projecting 2026 policies to be roughly flat to down 2%. That signals softer growth in a key business line and may limit enthusiasm despite the earnings beat. Article: Primerica tops Q1 estimates, trims term life outlook
• Negative Sentiment: Primerica’s guidance suggests middle-income affordability pressures could weigh on demand, which may temper expectations for near-term policy growth. Article: Primerica earnings up next as middle-income pressures loom

Primerica Company Profile

Primerica, Inc is a financial services company that focuses on delivering term life insurance and investment products to middle-income households in the United States and Canada. The firm operates a network of independent, licensed representatives who provide personalized guidance on coverage needs, retirement planning, and wealth accumulation. Primerica’s core mission is to help clients obtain affordable life insurance protection while also offering a suite of savings and investment solutions designed for long-term financial security.

In addition to term life insurance, Primerica offers a range of financial products and services that include mutual funds, annuities, auto and home insurance through partner carriers, and personal lending solutions such as secured and unsecured loans.