Primerica, Inc. $PRI Shares Sold by Ritholtz Wealth Management

Posted by Stanley Muller on Jun 26th, 2026

Ritholtz Wealth Management lowered its stake in shares of Primerica, Inc. (NYSE:PRI – Free Report) by 16.5% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 13,799 shares of the financial services provider’s stock after selling 2,727 shares during the period. Ritholtz Wealth Management’s holdings in Primerica were worth $3,456,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in PRI. Bank of Montreal Can raised its position in Primerica by 5,277.5% in the fourth quarter. Bank of Montreal Can now owns 1,311,634 shares of the financial services provider’s stock valued at $338,874,000 after purchasing an additional 1,287,243 shares during the period. Invesco Ltd. grew its stake in shares of Primerica by 200.3% in the fourth quarter. Invesco Ltd. now owns 357,696 shares of the financial services provider’s stock valued at $92,414,000 after buying an additional 238,571 shares in the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in shares of Primerica in the fourth quarter valued at $40,714,000. Millennium Management LLC raised its holdings in shares of Primerica by 183.3% in the 4th quarter. Millennium Management LLC now owns 212,196 shares of the financial services provider’s stock valued at $54,823,000 after buying an additional 137,297 shares during the period. Finally, Danske Bank A S acquired a new position in Primerica during the 3rd quarter worth about $30,396,000. Institutional investors and hedge funds own 90.88% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Morgan Stanley raised their target price on Primerica from $280.00 to $291.00 and gave the company an “equal weight” rating in a report on Thursday, May 21st. Weiss Ratings raised shares of Primerica from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, May 27th. Finally, Keefe, Bruyette & Woods raised their price objective on shares of Primerica from $290.00 to $305.00 and gave the company a “market perform” rating in a research note on Wednesday, May 13th. Three analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $297.80.

Read Our Latest Analysis on PRI

Insider Transactions at Primerica

In related news, CEO Glenn J. Williams sold 1,500 shares of Primerica stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $280.49, for a total value of $420,735.00. Following the completion of the transaction, the chief executive officer owned 33,696 shares in the company, valued at $9,451,391.04. The trade was a 4.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Peter W. Schneider sold 1,800 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $279.64, for a total transaction of $503,352.00. Following the transaction, the president owned 9,811 shares of the company’s stock, valued at $2,743,548.04. This trade represents a 15.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.63% of the company’s stock.

Primerica Trading Down 0.2%

Primerica stock opened at $280.95 on Friday. The firm has a market capitalization of $8.76 billion, a P/E ratio of 11.78 and a beta of 0.88. Primerica, Inc. has a twelve month low of $230.09 and a twelve month high of $288.03. The stock’s fifty day simple moving average is $275.63 and its 200-day simple moving average is $264.30.

Primerica (NYSE:PRI – Get Free Report) last released its earnings results on Wednesday, May 6th. The financial services provider reported $5.96 earnings per share (EPS) 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 firm had revenue of $872.30 million during the quarter, compared to analyst estimates of $855.36 million. During the same period last year, the business posted $5.02 earnings per share. Primerica’s revenue was up 8.6% compared to the same quarter last year. Sell-side analysts predict that Primerica, Inc. will post 24.45 earnings per share for the current year.

Primerica Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Thursday, May 21st were paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Thursday, May 21st. Primerica’s dividend payout ratio (DPR) is presently 20.13%.

About Primerica

(Free Report)

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.