Primerica, Inc. $PRI Holdings Lessened by Alps Advisors Inc.

Key Points

• Alps Advisors cut its Primerica stake by 10.3% in the third quarter, selling 6,350 shares and retaining 55,255 shares valued at about $15.1 million. Institutional investors collectively own 90.88% of the stock.
• Primerica reported quarterly EPS of $6.77, beating the $6.40 consensus, while revenue of $901.82 million slightly exceeded estimates. The company declared a $1.20 quarterly dividend, equivalent to a 1.7% yield.
• Company insiders sold 3,579 shares worth about $1.13 million over 90 days. Management expects 2026 issued policies to decline 8%–10%, though it anticipates mid- to high-teens growth in investment sales.

Alps Advisors Inc. lowered its position in shares of Primerica, Inc. (NYSE:PRI - Free Report) by 10.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,255 shares of the financial services provider's stock after selling 6,350 shares during the period. Alps Advisors Inc. owned approximately 0.18% of Primerica worth $15,051,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Ashton Thomas Private Wealth LLC boosted its stake in shares of Primerica by 3.3% in the third quarter. Ashton Thomas Private Wealth LLC now owns 1,510 shares of the financial services provider's stock valued at $411,000 after purchasing an additional 48 shares during the period. Kestra Advisory Services LLC grew its position in shares of Primerica by 27.2% in the 3rd quarter. Kestra Advisory Services LLC now owns 906 shares of the financial services provider's stock valued at $247,000 after buying an additional 194 shares during the last quarter. Chicago Partners Investment Group LLC grew its holdings in shares of Primerica by 12.0% during the third quarter. Chicago Partners Investment Group LLC now owns 1,935 shares of the financial services provider's stock worth $531,000 after purchasing an additional 207 shares during the last quarter. MGO One Seven LLC increased its position in shares of Primerica by 3.0% during the third quarter. MGO One Seven LLC now owns 2,762 shares of the financial services provider's stock worth $752,000 after purchasing an additional 81 shares in the last quarter. Finally, Childress Capital Advisors LLC lifted its holdings in shares of Primerica by 12.3% in the 3rd quarter. Childress Capital Advisors LLC now owns 1,472 shares of the financial services provider's stock valued at $401,000 after purchasing an additional 161 shares during the last quarter. 90.88% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Primerica

In other Primerica news, Director Amber Cottle sold 279 shares of the business's stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $313.63, for a total transaction of $87,502.77. Following the sale, the director directly owned 3,549 shares of the company's stock, valued at $1,113,072.87. The trade was a 7.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Peter Schneider sold 1,800 shares of the company's stock in a transaction on Monday, August 17th. The shares were sold at an average price of $312.65, for a total value of $562,770.00. Following the transaction, the president directly owned 8,011 shares in the company, valued at $2,504,639.15. The trade was a 18.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 3,579 shares of company stock worth $1,130,573. 0.63% of the stock is owned by corporate insiders.

Primerica Stock Up 0.5%

PRI stock opened at $290.33 on Friday. The firm's 50-day simple moving average is $282.99 and its 200 day simple moving average is $279.03. The stock has a market cap of $8.94 billion, a PE ratio of 11.47 and a beta of 0.86. Primerica, Inc. has a fifty-two week low of $230.09 and a fifty-two week high of $327.28.

Primerica (NYSE:PRI - Get Free Report) last announced its earnings results on Wednesday, November 4th. The financial services provider reported $6.77 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.40 by $0.37. The firm had revenue of $901.82 million during the quarter, compared to analyst estimates of $901.00 million. Primerica had a net margin of 22.86% and a return on equity of 30.90%. During the same quarter in the prior year, the firm posted $6.33 EPS. Equities analysts forecast that Primerica, Inc. will post 25.22 EPS for the current fiscal year.

Primerica Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, December 14th. Investors of record on Friday, November 20th will be paid a $1.20 dividend. The ex-dividend date of this dividend is Friday, November 20th. This represents a $4.80 dividend on an annualized basis and a yield of 1.7%. Primerica's dividend payout ratio (DPR) is currently 18.96%.

Primerica News Roundup

Here are the key news stories impacting Primerica this week:

• Positive Sentiment: Q3 earnings were $6.77 per share, topping estimates of about $6.40 and increasing from $6.33 a year earlier. Revenue was $901.82 million, narrowly ahead of expectations. Investment sales reached a record, up 19% year over year; the company also reported $140 billion in client assets and $969 billion of term life insurance in force. Primerica Reports Third Quarter 2026 Results
• Positive Sentiment: Primerica declared a quarterly dividend of $1.20 per share, payable December 14 to shareholders of record November 20. Primerica dividend announcement
• Neutral Sentiment: One assessment characterized the stock as fairly valued despite the earnings beat, suggesting the strong results may already be reflected in the share price. Primerica Stock Looks About Right Despite Strong Q3 Earnings
• Negative Sentiment: Management expects full-year 2026 issued policies to decline 8%–10%, a potential drag on life-insurance growth. It expects investment sales to rise at a mid- to high-teens rate, which could partly offset the policy weakness. Primerica 2026 outlook

Wall Street Analyst Weigh In

PRI has been the subject of several recent analyst reports. Morgan Stanley raised their price objective on shares of Primerica from $291.00 to $316.00 and gave the company an "equal weight" rating in a research note on Monday, August 24th. TD Cowen raised their price objective on Primerica from $322.00 to $360.00 and gave the company a "buy" rating in a research note on Wednesday, July 22nd. Weiss Ratings cut Primerica from a "buy (b+)" rating to a "buy (b)" rating in a report on Tuesday, August 11th. Keefe, Bruyette & Woods decreased their target price on Primerica from $335.00 to $330.00 and set a "market perform" rating on the stock in a research report on Friday, October 9th. Finally, Truist Financial downgraded Primerica from a "buy" rating to a "hold" rating and decreased their target price for the stock from $370.00 to $320.00 in a research report on Thursday, August 27th. Two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Primerica currently has a consensus rating of "Hold" and a consensus target price of $318.80.

About Primerica

Primerica, Inc is a financial services company that focuses on serving middle-income households in the United States and Canada, as well as families in Puerto Rico. The company distributes its products and services through a network of independent representatives who provide financial education and help clients address protection, savings and investment needs.

Primerica's principal offerings include term life insurance, investment and savings products, retirement planning solutions, and strategies for managing debt.

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