Capstone Investment Advisors LLC Takes Position in Primerica, Inc. $PRI

Posted by Francis Steltz on Aug 28th, 2026

Capstone Investment Advisors LLC acquired a new position in shares of Primerica, Inc. (NYSE:PRI – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,450 shares of the financial services provider’s stock, valued at approximately $980,000.

Other hedge funds have also recently added to or reduced their stakes in the company. SJS Investment Consulting Inc. boosted its position in shares of Primerica by 176.2% in the first quarter. SJS Investment Consulting Inc. now owns 116 shares of the financial services provider’s stock valued at $29,000 after acquiring an additional 74 shares during the period. C M Bidwell & Associates Ltd. bought a new stake in shares of Primerica in the 2nd quarter worth approximately $29,000. Root Financial Partners LLC grew its holdings in shares of Primerica by 52.6% during the 1st quarter. Root Financial Partners LLC now owns 177 shares of the financial services provider’s stock worth $44,000 after purchasing an additional 61 shares in the last quarter. Smartleaf Asset Management LLC increased its position in shares of Primerica by 68.9% during the fourth quarter. Smartleaf Asset Management LLC now owns 179 shares of the financial services provider’s stock valued at $47,000 after purchasing an additional 73 shares during the period. Finally, Steph & Co. increased its position in shares of Primerica by 38.0% during the first quarter. Steph & Co. now owns 196 shares of the financial services provider’s stock valued at $49,000 after purchasing an additional 54 shares during the period. Institutional investors own 90.88% of the company’s stock.

Wall Street Analyst Weigh In

PRI has been the subject of several research reports. Weiss Ratings cut Primerica from a “buy (b+)” rating to a “buy (b)” rating in a research report on Tuesday, August 11th. Keefe, Bruyette & Woods boosted their price target on shares of Primerica from $323.00 to $335.00 and gave the company a “market perform” rating in a report on Tuesday, August 11th. Morgan Stanley increased 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. Truist Financial reaffirmed a “hold” rating and set a $320.00 price objective (down from $370.00) on shares of Primerica in a report on Thursday. Finally, TD Cowen lifted their target price on shares of Primerica from $322.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Three equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Primerica presently has a consensus rating of “Hold” and an average price target of $315.57.

Check Out Our Latest Stock Analysis on PRI

Primerica Trading Down 3.4%

Shares of PRI opened at $290.82 on Friday. The stock has a market cap of $8.95 billion, a PE ratio of 11.68 and a beta of 0.87. Primerica, Inc. has a 1 year low of $230.09 and a 1 year high of $327.28. The stock has a 50 day simple moving average of $304.60 and a 200-day simple moving average of $278.89.

Primerica (NYSE:PRI – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The financial services provider reported $6.41 EPS for the quarter, beating the consensus estimate of $6.03 by $0.38. Primerica had a return on equity of 32.45% and a net margin of 23.20%.The business had revenue of $865.07 million for the quarter, compared to analyst estimates of $881.00 million. During the same quarter in the previous year, the firm earned $5.46 EPS. Primerica’s quarterly revenue was up 9.0% on a year-over-year basis. On average, sell-side analysts forecast that Primerica, Inc. will post 25.09 EPS for the current fiscal year.

Primerica Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, August 21st will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Friday, August 21st. Primerica’s payout ratio is currently 19.28%.

Insider Activity

In other news, President Peter W. Schneider sold 1,800 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $312.65, for a total value of $562,770.00. Following the sale, the president owned 8,011 shares of the company’s stock, valued at approximately $2,504,639.15. This represents a 18.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amber Lynne Cottle sold 279 shares of the stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $313.63, for a total transaction of $87,502.77. Following the sale, the director owned 3,549 shares of the company’s stock, valued at $1,113,072.87. This trade represents a 7.29% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 5,079 shares of company stock worth $1,551,308. Corporate insiders own 0.63% of the company’s stock.

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.