SVRN Asset Management LLC Purchases New Position in Primerica, Inc. $PRI

Posted by George Bondi on Sep 5th, 2026

SVRN Asset Management LLC purchased a new position in shares of Primerica, Inc. (NYSE:PRI – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,235 shares of the financial services provider’s stock, valued at approximately $635,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of PRI. Integrated Wealth Concepts LLC increased its position in shares of Primerica by 20.6% during the 1st quarter. Integrated Wealth Concepts LLC now owns 2,142 shares of the financial services provider’s stock valued at $609,000 after purchasing an additional 366 shares during the last quarter. Goldman Sachs Group Inc. increased its holdings in Primerica by 27.7% during the first quarter. Goldman Sachs Group Inc. now owns 129,666 shares of the financial services provider’s stock worth $36,894,000 after buying an additional 28,129 shares during the last quarter. Empowered Funds LLC purchased a new position in Primerica in the first quarter valued at approximately $1,763,000. Focus Partners Wealth lifted its position in shares of Primerica by 17.5% during the 1st quarter. Focus Partners Wealth now owns 1,398 shares of the financial services provider’s stock valued at $398,000 after buying an additional 208 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in Primerica by 205.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 263 shares of the financial services provider’s stock valued at $75,000 after acquiring an additional 177 shares during the period. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on PRI shares. Keefe, Bruyette & Woods increased their target price on shares of Primerica from $323.00 to $335.00 and gave the stock a “market perform” rating in a research report on Tuesday, August 11th. Truist Financial reissued a “hold” rating and issued a $320.00 price target (down from $370.00) on shares of Primerica in a research report on Thursday, August 27th. TD Cowen upped their price target on shares of Primerica from $322.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Jefferies Financial Group raised their price objective on shares of Primerica from $266.00 to $268.00 and gave the stock a “hold” rating in a report on Friday, July 10th. Finally, Weiss Ratings lowered shares of Primerica from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Three research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Primerica currently has a consensus rating of “Hold” and an average price target of $315.57.

Get Our Latest Analysis on Primerica

Primerica Stock Down 0.7%

Shares of NYSE PRI opened at $295.61 on Friday. The company has a market cap of $9.10 billion, a P/E ratio of 11.87 and a beta of 0.86. Primerica, Inc. has a 52 week low of $230.09 and a 52 week high of $327.28. The business has a 50-day simple moving average of $305.87 and a two-hundred day simple moving average of $280.20.

Primerica (NYSE:PRI – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The financial services provider reported $6.41 earnings per share 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 firm had revenue of $865.07 million for the quarter, compared to analysts’ expectations of $881.00 million. During the same period in the prior year, the business posted $5.46 earnings per share. The company’s revenue was up 9.0% on a year-over-year basis. Equities research analysts anticipate that Primerica, Inc. will post 25.2 EPS for the current year.

Primerica Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Friday, August 21st will be paid a $1.20 dividend. The ex-dividend date is Friday, August 21st. This represents a $4.80 annualized dividend and a yield of 1.6%. Primerica’s dividend payout ratio is currently 19.28%.

Insider Activity

In related news, CEO Glenn J. Williams sold 1,500 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $320.20, for a total value of $480,300.00. Following the sale, the chief executive officer owned 32,196 shares in the company, valued at approximately $10,309,159.20. This trade represents a 4.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amber Cottle sold 279 shares of Primerica stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $313.63, for a total value 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. This represents a 7.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 5,079 shares of company stock worth $1,551,308 in the last three months. Corporate insiders own 0.63% of the company’s stock.

Primerica Company Profile

(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.