Caprock Group LLC Invests $1.35 Million in Primerica, Inc. $PRI

Caprock Group LLC bought a new position in shares of Primerica, Inc. (NYSE:PRI) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,987 shares of the financial services provider’s stock, valued at approximately $1,349,000.

A number of other hedge funds have also added to or reduced their stakes in the business. Oppenheimer Asset Management Inc. lifted its position in shares of Primerica by 30.0% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 3,947 shares of the financial services provider’s stock valued at $1,096,000 after acquiring an additional 912 shares during the period. Smartleaf Asset Management LLC increased its stake in Primerica by 186.5% in the third quarter. Smartleaf Asset Management LLC now owns 106 shares of the financial services provider’s stock valued at $29,000 after purchasing an additional 69 shares in the last quarter. Alps Advisors Inc. bought a new position in shares of Primerica during the 3rd quarter worth about $20,524,000. Savant Capital LLC bought a new stake in Primerica during the 3rd quarter valued at $204,000. Finally, Hantz Financial Services Inc. increased its position in shares of Primerica by 620.0% during the third quarter. Hantz Financial Services Inc. now owns 216 shares of the financial services provider’s stock worth $60,000 after acquiring an additional 186 shares in the last quarter. 90.88% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Weiss Ratings upgraded Primerica from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. TD Cowen reaffirmed a “buy” rating on shares of Primerica in a research report on Wednesday, January 28th. Zacks Research raised Primerica from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Keefe, Bruyette & Woods cut their price objective on shares of Primerica from $320.00 to $315.00 and set a “market perform” rating on the stock in a report on Tuesday, November 11th. Finally, Morgan Stanley set a $292.00 target price on shares of Primerica in a research note on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Primerica presently has an average rating of “Moderate Buy” and an average price target of $300.00.

Primerica Trading Up 0.3%

Shares of Primerica stock opened at $250.91 on Friday. The business’s 50-day moving average price is $260.79 and its 200-day moving average price is $263.60. Primerica, Inc. has a 12 month low of $230.09 and a 12 month high of $296.00. The firm has a market capitalization of $8.01 billion, a PE ratio of 10.94 and a beta of 0.91.

Primerica (NYSE:PRI) last released its quarterly earnings data on Wednesday, February 11th. The financial services provider reported $6.13 EPS for the quarter, topping the consensus estimate of $5.69 by $0.44. Primerica had a return on equity of 32.30% and a net margin of 22.82%.The firm had revenue of $853.51 million for the quarter, compared to the consensus estimate of $839.65 million. During the same quarter in the previous year, the business earned $5.03 earnings per share. The company’s quarterly revenue was up 8.3% on a year-over-year basis. As a group, analysts predict that Primerica, Inc. will post 20.6 earnings per share for the current fiscal year.

Primerica Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, February 23rd will be issued a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, February 23rd. This is a positive change from Primerica’s previous quarterly dividend of $1.04. Primerica’s dividend payout ratio is 18.14%.

Primerica declared that its board has authorized a stock buyback program on Wednesday, November 19th that allows the company to repurchase $475.00 million in shares. This repurchase authorization allows the financial services provider to repurchase up to 5.8% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In related news, President Peter W. Schneider sold 2,000 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $255.30, for a total transaction of $510,600.00. Following the completion of the sale, the president owned 7,301 shares in the company, valued at approximately $1,863,945.30. This represents a 21.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Joel M. Babbit sold 700 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $255.00, for a total transaction of $178,500.00. Following the completion of the transaction, the director directly owned 8,400 shares in the company, valued at approximately $2,142,000. The trade was a 7.69% decrease in their position. The SEC filing for this sale provides additional information. 0.61% of the stock is currently owned by insiders.

Trending Headlines about Primerica

Here are the key news stories impacting Primerica this week:

• Positive Sentiment: Q4 beat on top and bottom lines — Primerica reported $6.13 EPS vs. consensus ~$5.69 and revenue of $853.5M vs. ~$839.7M, with revenue up ~8.3% YoY and healthy margins/ROE. A clear beat supports near-term earnings credibility and valuation. Article Title
• Positive Sentiment: Dividend hike — Board approved a 15.4% increase in the quarterly dividend to $1.20 (annualized yield ~1.9%), signaling capital return and confidence in cash flow. This tends to support shareholder sentiment and mid/long‑term yield investors.
• Positive Sentiment: 2026 ISP sales guidance — Management projects 5%–7% ISP (insured sales production) growth for 2026 while keeping a conservative outlook on term life. Growth guidance gives some revenue visibility for the year. Article Title
• Neutral Sentiment: Earnings call / presentation available — Management discussed key metrics and the drivers behind the quarter in the earnings presentation and transcripts; no major change to capital allocation policy was announced. Review the transcript/presentation for details on persistency, acquisition costs and sales mix. Article Title
• Negative Sentiment: Margin and investor reaction concerns — Some coverage flagged margin questions and investors initially sold the stock after the print despite the beat; commentary focused on expense/underwriting mix and whether margins compress if product mix or persistency trends shift. That skepticism appears to have pressured the stock in early trading. Article Title

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.