Press Release: Primerica Reports Fourth Quarter 2025 Results

Dow Jones
Feb 12

Record Investment and Savings Products (ISP) sales up 24%; ISP client asset values up 15% to end the year at all-time high of $129 billion

Life-licensed sales force totaled 151,524 at year end

Term Life direct premiums grew 2%; adjusted direct premiums increased 4%

Net earnings per diluted share (EPS) of $6.13 compared to EPS from continuing operations of $4.98 in the prior year period; Diluted adjusted operating EPS of $6.13 compared to $5.03 in the prior year period

Return on stockholder's equity $(ROE)$ of 33.2% compared to 31.9% in the prior year period

Adjusted net operating income return on adjusted stockholders' equity (ROAE) of 33.5% compared to 31.3% in the prior year period

Completed the Board authorization to repurchase $450 million in 2025; the Board authorized a new $475 million share repurchase program to occur through December 31, 2026

Declared a quarterly dividend of $1.20 per share, payable on March 13, 2026, up 15% compared to the prior quarterly dividend

Strong capital return with 79% of full year adjusted net operating income returned to stockholders in 2025

DULUTH, Ga.--(BUSINESS WIRE)--February 11, 2026-- 

Primerica, Inc. $(PRI)$ reported financial results for the quarter ended December 31, 2025. Total revenues were $853.7 million, an increase of 8% from the fourth quarter of 2024. Net income of $197.0 million increased 18% when compared to net income from continuing operations in the prior year period, while net earnings per diluted share of $6.13 increased 23% compared to net earnings per diluted share from continuing operations in the prior year period.

Adjusted operating revenues of $853.5 million increased 8% compared to the fourth quarter of 2024. Adjusted net operating income of $196.9 million increased 16%, while adjusted operating earnings per diluted share of $6.13 grew 22% compared to the prior year period.

Comparing financial results for the full year, net income of $751.2 million in 2025 increased 4% compared to net income from continuing operations in 2024, while net earnings per diluted share of $22.91 in 2025 increased 9% compared to net earnings per diluted share from continuing operations in 2024. Adjusted net operating income of $751.4 million in 2025 increased 10% compared to 2024, while adjusted operating earnings per diluted share of $22.92 in 2025 increased 16% compared to 2024.

Fourth quarter results were driven by record ISP sales and rising client asset values, supported by favorable equity market performance. The Term Life segment also saw continued earnings growth.

"I am pleased with our 2025 financial results, which reflected the complementary balance of our business model. The Term Life business continues to provide stability through its large in-force block of business, while the Investment and Savings Products business is increasingly driving growth," said Glenn Williams, Chief Executive Officer of Primerica, Inc. "At the core of our success is the strength of our sales force and their continued commitment to serving middle-income families."

 
 
Fourth Quarter Distribution & Segment Results 
 
Distribution Results 
---------------------------------------------------------  --- 
                                Q4 2025   Q4 2024    % Change 
                                --------  --------  ---------- 
  Life-Licensed Sales Force      151,524   151,611      * 
  Recruits                        75,369    95,497    (21)% 
  New Life-Licensed 
   Representatives                10,998    14,620    (25)% 
  Life Insurance Policies 
   Issued                         76,143    89,664    (15)% 
  Life Productivity (1)             0.17      0.20      * 
  Issued Term Life Face Amount 
   ($ billions) (2)             $   26.1  $   29.6    (12)% 
  ISP Product Sales ($ 
   billions)                    $    4.1  $    3.3     24% 
  Average Client Asset Values 
   ($ billions)                 $  128.2  $  112.3     14% 
  Closed U.S. Mortgage Volume 
   ($ million brokered)         $  130.9  $  121.0      8% 
 
 
________________________________ 
   (1)   Life productivity equals the average monthly policies issued divided 
         by the average number of life insurance licensed representatives. 
   (2)   Includes face amount on issued term life policies, additional riders 
         added to existing policies, and face increases under increasing 
         benefit riders. 
* Not calculated or less than 1% 
 
 
 
Segment Results 
-------------------------------------------------------------- 
                               Q4 2025    Q4 2024    % Change 
                              ---------  ---------  ---------- 
                                      ($ in thousands) 
Adjusted Operating 
Revenues: 
    Term Life Insurance       $456,832   $450,578      1% 
    Investment and Savings 
     Products                  340,335    286,048     19% 
    Corporate and Other 
     Distributed Products 
     (1)                        56,341     53,508      5% 
                               -------    ------- 
        Total adjusted 
         operating revenues 
         (1)                  $853,508   $790,134      8% 
                               =======    ======= 
 
Adjusted Operating Income 
(Loss) before income 
taxes: 
    Term Life Insurance       $146,578   $139,541      5% 
    Investment and Savings 
     Products                  100,608     81,988     23% 
    Corporate and Other 
     Distributed Products 
     (1)                          (288)      (993)    71% 
                               -------    ------- 
        Total adjusted 
         operating income 
         before income taxes 
         (1)                  $246,898   $220,536     12% 
                               =======    ======= 
 
 
   (1)   See the Non-GAAP Financial Measures section and the Adjusted 
         Operating Results reconciliation tables at the end of this release 
         for additional information. 
 
 
 

Life Insurance Licensed Sales Force

The Company's life licensed sales force ended the fourth quarter of 2025 largely unchanged from year-end 2024 at 151,524 representatives. While recruiting and new licenses were lower than the prior year quarter, we recruited a total of 75,369 individuals and 10,998 new representatives obtained their life insurance licenses, demonstrating the continued interest in the Primerica opportunity and our commitment to helping families achieve financial independence.

Term Life Insurance

The number of new life insurance policies issued during the fourth quarter decreased 15% year-over-year. Productivity as measured by the average monthly rate of new policies issued per life-licensed independent sales representative was 0.17. The Company continues to support the sales force with training designed to help representatives guide clients in understanding and prioritizing their financial needs.

Fourth quarter revenues of $456.8 million increased 1% compared to the prior year period, while pre-tax operating income of $146.6 million increased 5%. The benefits and claims ratio was 57.8% compared to 58.6% in the prior year period. Excluding the $5.2 million remeasurement gain recognized in the current year period and the $1.5 million remeasurement loss recognized in the prior year period, the benefits and claims ratio was largely consistent year over year. The DAC amortization and insurance commissions ratio remained stable at 12.2%, while the insurance expense ratio at 8.5% was up modestly compared to 8.0% in the prior year period. The Term Life operating margin was 21.5%, up modestly compared to 21.3% in the prior year period.

Investment and Savings Products

During the fourth quarter of 2025, total product sales were $4.1 billion, a new Company record and a 24% increase compared to the prior year period. Strong demand across all major product lines supported sales growth, while favorable equity market performance led to a 15% increase in client asset values year-over-year. Net inflows during the fourth quarter of 2025 were $325 million.

Fourth quarter revenues of $340.3 million increased 19% year-over-year, while income before income taxes of $100.6 million increased 23%. Growth in sales-based commission revenues modestly outpaced revenue-generating sales due to the continued strong demand for variable annuities. Asset-based commission revenues grew 21%, supported by a favorable mix-shift toward U.S. managed accounts and Canadian mutual funds sold under the principal distributor model, compared to a 14% increase in average client asset values. Sales-based and asset-based commission expenses grew in line with related revenues.

Corporate and Other Distributed Products

During the fourth quarter of 2025, the segment recorded a pre-tax adjusted operating loss of $0.3 million compared to a pre-tax adjusted operating loss of $1.0 million in the prior year period. Adjusted net investment income increased $3.6 million compared to the prior year period largely due to the continued growth of the invested asset portfolio.

Taxes

The effective income tax rate was 20.2% during the fourth quarter of 2025 compared to the effective income tax rate from continuing operations of 23.3% in the fourth quarter of 2024. During the fourth quarter of 2025, we recognized an income tax benefit of $7.4 million, or $0.23 per diluted share, from the purchase of transferable federal income tax credits. Excluding the impact from these credits, our effective income tax rate was 23.3%.

Capital

During the fourth quarter, the Company repurchased $74.0 million of its common stock, completing the Board of Directors' authorization to repurchase $450 million of common stock during 2025. The Board of Directors authorized a new $475 million share repurchase program to occur through December 31, 2026. In addition, the Board of Directors approved a 15% increase to our first quarter dividend, now at $1.20 per share and payable on March 13, 2026 to stockholders of record on February 23, 2026. Primerica Life Insurance Company's statutory risk-based capital (RBC) ratio was estimated to be 455% as of December 31, 2025.

Non-GAAP Financial Measures

In addition to reporting financial results in accordance with U.S. generally accepted accounting principles (GAAP), the Company presents certain non-GAAP financial measures. Specifically, the Company presents adjusted direct premiums, other ceded premiums, adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income, diluted adjusted operating earnings per share and adjusted stockholders' equity.

Adjusted direct premiums and other ceded premiums are net of amounts ceded under coinsurance transactions that were executed concurrent with our initial public offering (the IPO coinsurance transactions) for all periods presented. We exclude amounts ceded under the IPO coinsurance transactions in measuring adjusted direct premiums and other ceded premiums to present meaningful comparisons of the actual premiums economically maintained by the Company. Amounts ceded under the IPO coinsurance transactions will continue to decline over time as policies terminate within this block of business.

Adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income and diluted adjusted operating earnings per share exclude the impact of investment gains (losses), including credit impairments, and fair value mark-to-market (MTM) investment adjustments for all periods presented. We exclude investment gains (losses), including credit impairments, and MTM investment adjustments in measuring these non-GAAP financial measures to eliminate period-over-period fluctuations that may obscure comparisons of operating results due to items such as the timing of recognizing gains (losses) and market pricing variations prior to an invested asset's maturity or sale that are not directly associated with the Company's insurance operations. Also excluded from these non-GAAP financial measures is the receipt of insurance proceeds in the second quarter of 2024 under a Representation and Warranty policy purchased in connection with the 2021 acquisition of e-TeleQuote Insurance, Inc. and subsidiaries (e-TeleQuote). We exclude this gain from our non-GAAP financial measures as it represents a non-recurring item that causes incomparability in the Company's results.

Adjusted operating income before taxes, adjusted net operating income and diluted adjusted operating earnings per share also exclude corporate restructuring and related charges in 2024 associated with the decision to exit the senior health business. We exclude these items from our non-GAAP financial measures as they are not useful in evaluating the Company's ongoing operations.

Adjusted net operating income and diluted adjusted operating earnings per share also exclude the tax effect of pre-tax operating adjustments and the valuation allowance recognized in the second quarter of 2024 for e-TeleQuote's state net operating losses (NOLs), which is required to be reported in income taxes from continuing operations. We exclude these items from our non-GAAP financial measures as they represent the tax effect of pre-tax operating adjustments and/or non-recurring items that will cause incomparability between period-over-period results.

Adjusted stockholders' equity excludes the impact of net unrealized investment gains (losses) recorded in accumulated other comprehensive income (loss) for all periods presented. We exclude unrealized investment gains (losses) in measuring adjusted stockholders' equity as unrealized gains (losses) from the Company's available-for-sale securities are largely caused by market movements in interest rates and credit spreads that do not necessarily correlate with the cash flows we will ultimately realize when an available-for-sale security matures or is sold. Adjusted stockholders' equity also excludes the difference in future policy benefits calculated using the current discount rate and future policy benefits calculated using the locked-in discount rate at contract issuance recognized in accumulated other comprehensive income (loss). We exclude the impact from the difference in the discount rate in measuring adjusted stockholders' equity as such difference is caused by market movements in interest rates that are not permanent and may not align with the cash flows we will ultimately incur when policy benefits are settled.

Our definitions of these non-GAAP financial measures may differ from the definitions of similar measures used by other companies. Management uses these non-GAAP financial measures in making financial, operating and planning decisions and in evaluating the Company's performance. Furthermore, management believes that these non-GAAP financial measures may provide users with additional meaningful comparisons between current results and results of prior periods as they are expected to be reflective of the core ongoing business. These measures have limitations and users should not consider them in isolation or as a substitute for analysis of the Company's results as reported under GAAP. Reconciliations of GAAP to non-GAAP financial measures are attached to this release.

Earnings Webcast Information

Primerica will hold a webcast on Thursday, February 12, 2026, at 10:00 a.m. $(ET)$, to discuss the quarter's results. To access the webcast, go to https://investors.primerica.com at least 15 minutes prior to the event to register, download and install any necessary software. A replay of the call will be available for approximately 30 days. This release and a detailed financial supplement will be posted on Primerica's website.

Forward-Looking Statements

Except for historical information contained in this press release, the statements in this release are forward-looking and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements contain known and unknown risks and uncertainties that may cause our actual results in future periods to differ materially from anticipated or projected results. Those risks and uncertainties include, among others, our failure to continue to attract and license new recruits, retain independent sales representatives or license or maintain the licensing of independent sales representatives; laws or regulations that could apply to our distribution model, which could require us to modify our distribution structure; changes to the independent contractor status of sales representatives; our or independent sales representatives' violation of or non-compliance with laws and regulations; litigation and regulatory investigations and actions concerning us or independent sales representatives; differences between our actual experience and our expectations regarding mortality, persistency, disability or insurance as reflected in the pricing for our insurance policies; changes in federal, state and provincial legislation or regulation that affects our insurance, investment product and mortgage businesses; our failure to meet regulatory capital ratios or other minimum capital and surplus requirements; a significant downgrade by a ratings organization; the failure of our reinsurers or reserve financing counterparties to perform their obligations; the failure of our investment products to remain competitive with other investment options or the loss of our relationship with one or more of the companies whose investment products we provide; heightened standards of conduct or more stringent licensing requirements for independent sales representatives; inadequate policies and procedures regarding suitability review of client transactions; revocation of our subsidiary's status as a non-bank custodian; a significant change to or disruption in the mortgage lenders' mortgage businesses or an inability of the mortgage lenders to satisfy their contractual obligations to us; changes in prevailing mortgage interest rates or U.S. monetary policies that affect mortgage interest rates; economic downcycles that impact our business, financial condition and results of operations; major public health pandemics, epidemics or outbreaks or other catastrophic events; the failure of our or a third-party partner's information technology systems, breach of our information security, failure of our business continuity plan or the loss of the Internet; any failure to protect the confidentiality of client information; the current legislative and regulatory climate with regard to privacy and cybersecurity; cyber-attack(s), security breaches; the effects of credit deterioration and interest rate fluctuations on our invested asset portfolio and other assets; incorrectly valuing our investments; changes in accounting standards may impact how we record and report our financial condition and results of operations; the inability of our subsidiaries to pay dividends or make distributions; laws and regulations in the U.S. and Canada, executive branch actions, orders and policies, judicial rulings and decisions by public officials impacting our business; the legislative and regulatory environment regarding climate change; litigation and regulatory investigations and actions; a significant change in the competitive environment in which we operate; the loss of key personnel or sales force leaders; the efficiency and success of business initiatives to enhance our technology, products and services; inability to effectively execute our corporate strategy; and fluctuations in the market price of our common stock or Canadian currency

exchange rates. These and other risks and uncertainties affecting us are more fully described in our filings with the Securities and Exchange Commission, which are available in the "Investor Relations" section of our website at https://investors.primerica.com. Primerica assumes no duty to update its forward-looking statements as of any future date.

About Primerica, Inc.

Primerica, Inc., headquartered in Duluth, GA, is a leading provider of financial products and services to middle-income households in North America. Independent licensed representatives educate Primerica clients about how to better prepare for a more secure financial future by assessing their needs and providing appropriate solutions through term life insurance, which we underwrite, and mutual funds, annuities and other financial products, which we distribute primarily on behalf of third parties. We insured over 5.5 million lives and had approximately 3.1 million client investment accounts on December 31, 2025. Primerica, through its insurance company subsidiaries, was the #3 issuer of Term Life insurance coverage in the United States and Canada in 2024. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is traded on The New York Stock Exchange under the symbol "PRI".

 
 
 
 
                    PRIMERICA, INC. AND SUBSIDIARIES 
                 Condensed Consolidated Balance Sheets 
 
                               December 31, 2025     December 31, 2024 
                               ------------------  --------------------- 
                                           (In thousands) 
Assets 
    Investments: 
        Fixed-maturity 
         securities 
         available-for-sale, 
         at fair value         $       3,265,246   $        2,946,126 
        Fixed-maturity 
         security 
         held-to-maturity, at 
         amortized cost                1,175,380            1,303,880 
        Equity securities, at 
         fair value                       26,433               27,144 
        Trading securities, 
         at fair value                    12,801                3,011 
        Policy loans and 
         other invested 
         assets                           56,233               50,881 
                                   -------------       -------------- 
            Total investments          4,536,093            4,331,042 
        Cash and cash 
         equivalents                     756,227              687,821 
        Accrued investment 
         income                           30,122               28,100 
        Reinsurance 
         recoverables                  2,564,952            2,744,165 
        Deferred policy 
         acquisition costs, 
         net                           3,915,998            3,680,430 
        Agent balances, due 
         premiums and other 
         receivables                     275,171              282,607 
        Intangible asset                  45,275               45,275 
        Income taxes                     177,302              122,664 
        Operating lease 
         right-of-use assets              41,900               47,023 
        Other assets                     387,776              403,608 
        Separate account 
         assets                        2,281,520            2,209,287 
                                   -------------       -------------- 
                Total assets   $      15,012,336   $       14,582,022 
                                   =============       ============== 
 
Liabilities and 
stockholders' equity 
    Liabilities: 
        Future policy 
         benefits              $       6,818,179   $        6,503,064 
        Unearned and advance 
         premiums                         15,521               15,606 
        Policy claims and 
         other benefits 
         payable                         495,356              488,350 
        Other policyholders' 
         funds                           356,427              402,323 
        Note payable                     595,315              594,512 
        Surplus note                   1,175,119            1,303,556 
        Income taxes                     147,960              115,611 
        Operating lease 
         liabilities                      49,565               55,478 
        Other liabilities                546,596              549,160 
        Payable under 
         securities lending               84,876               86,034 
        Separate account 
         liabilities                   2,281,520            2,209,287 
                                   -------------       -------------- 
            Total liabilities         12,566,434           12,322,981 
                                   -------------       -------------- 
 
    Stockholders' equity: 
 
        Common stock                         318                  334 
        Retained earnings              2,416,149            2,231,483 
        Accumulated other 
        comprehensive income 
        (loss), net of 
        income tax: 
        Effect of change in 
         discount rate 
         assumptions on the 
         liability for future 
         policy benefits                 134,594              224,833 
        Unrealized foreign 
         currency translation 
         gains (losses)                  (15,836)             (34,767) 
        Net unrealized gains 
         (losses) on 
         available-for-sale 
         securities                      (89,323)            (162,842) 
                                   -------------       -------------- 
            Total 
             stockholders' 
             equity                    2,445,902            2,259,041 
                                   -------------       -------------- 
              Total 
               liabilities 
               and 
               stockholders' 
               equity          $      15,012,336   $       14,582,022 
                                   =============       ============== 
 
 
 
 
 
 
                     PRIMERICA, INC. AND SUBSIDIARIES 
               Condensed Consolidated Statements of Income 
                             (Unaudited) 
 
                                   Three months ended December 31, 
                            ---------------------------------------------- 
                                     2025                    2024 
                            ----------------------  ---------------------- 
                               (In thousands, except per-share amounts) 
Revenues: 
    Direct premiums         $          869,030      $          854,748 
    Ceded premiums                    (420,843)               (414,463) 
                                --------------          -------------- 
        Net premiums                   448,187                 440,285 
    Commissions and fees               347,386                 293,850 
    Net investment income               42,122                  38,134 
    Investment gains 
     (losses)                              641                  (1,179) 
    Other, net                          15,347                  17,019 
                                --------------          -------------- 
        Total revenues                 853,683                 788,109 
                                --------------          -------------- 
 
Benefits and expenses: 
    Benefits and claims                166,420                 167,449 
    Future policy benefits 
     remeasurement (gain) 
     loss                               (5,107)                  1,374 
    Amortization of 
     deferred policy 
     acquisition costs                  82,813                  76,905 
    Sales commissions                  187,823                 157,703 
    Insurance expenses                  70,168                  66,256 
    Insurance commissions                5,621                   7,795 
    Interest expense                     5,968                   6,070 
    Other operating 
     expenses                           92,904                  86,046 
                                --------------          -------------- 
        Total benefits and 
         expenses                      606,610                 569,598 
                                --------------          -------------- 
    Income from continuing 
     operations before 
     income taxes                      247,073                 218,511 
            Income taxes 
             from 
             continuing 
             operations                 50,027                  50,835 
                                --------------          -------------- 
    Income from continuing 
     operations                        197,046                 167,676 
                                --------------          -------------- 
            Loss from 
             discontinued 
             operations, 
             net of income 
             tax                             -                    (606) 
                                --------------          -------------- 
    Net income              $          197,046      $          167,070 
                                ==============          ============== 
 
Basic earnings per share: 
    Continuing operations   $             6.14      $             4.99 
    Discontinued 
     operations                              -                   (0.02) 
                                --------------          -------------- 
            Basic earnings 
             per share      $             6.14      $             4.97 
                                ==============          ============== 
 
Diluted earnings per 
share: 
    Continuing operations   $             6.13      $             4.98 
    Discontinued 
     operations                              -                   (0.02) 
                                --------------          -------------- 
            Diluted 
             earnings per 
             share          $             6.13      $             4.96 
                                ==============          ============== 
 
Weighted-average shares 
used in computing 
earnings per share: 
    Basic                               31,979                  33,482 
                                ==============          ============== 
    Diluted                             32,032                  33,541 
                                ==============          ============== 
 
 
 
 
 
 
                     PRIMERICA, INC. AND SUBSIDIARIES 
               Condensed Consolidated Statements of Income 
                               (Unaudited) 
 
                                     Year ended December 31, 
                        -------------------------------------------------- 
                                  2025                      2024 
                        -------------------------  ----------------------- 
                             (In thousands, except per-share amounts) 
Revenues: 
    Direct premiums     $           3,462,780      $          3,393,604 
    Ceded premiums                 (1,678,877)               (1,664,433) 
                            -----------------          ---------------- 
        Net premiums                1,783,903                 1,729,171 
    Commissions and 
     fees                           1,275,864                 1,082,889 
    Net investment 
     income                           167,152                   155,501 
    Investment gains 
     (losses)                            (816)                    2,236 
    Other, net                         65,610                   119,346 
                            -----------------          ---------------- 
        Total revenues              3,291,713                 3,089,143 
                            -----------------          ---------------- 
 
Benefits and 
expenses: 
    Benefits and 
     claims                           665,927                   648,163 
    Future policy 
     benefits 
     remeasurement 
     (gain) loss                      (37,389)                  (25,920) 
    Amortization of 
     deferred policy 
     acquisition 
     costs                            322,903                   298,136 
    Sales commissions                 686,920                   573,249 
    Insurance expenses                263,467                   255,619 
    Insurance 
     commissions                       22,995                    32,008 
    Interest expense                   23,958                    25,034 
    Other operating 
     expenses                         368,368                   343,607 
                            -----------------          ---------------- 
        Total benefits 
         and expenses               2,317,149                 2,149,896 
                            -----------------          ---------------- 
    Income from 
     continuing 
     operations before 
     income taxes                     974,564                   939,247 
        Income taxes 
         from 
         continuing 
         operations                   223,330                   219,118 
                            -----------------          ---------------- 
    Income from 
     continuing 
     operations                       751,234                   720,129 
                            -----------------          ---------------- 
        Loss from 
         discontinued 
         operations, 
         net of income 
         tax                                -                  (249,611) 
                            -----------------          ---------------- 
    Net income          $             751,234      $            470,518 
                            =================          ================ 
 
Basic earnings per 
share: 
    Continuing 
     operations         $               22.95      $              21.02 
    Discontinued 
     operations                             -                     (7.29) 
                            -----------------          ---------------- 
      Basic earnings 
       per share        $               22.95      $              13.73 
                            =================          ================ 
 
Diluted earnings per 
share: 
    Continuing 
     operations         $               22.91      $              20.99 
    Discontinued 
     operations                             -                     (7.28) 
                            -----------------          ---------------- 
      Diluted earnings 
       per share        $               22.91      $              13.71 
                            =================          ================ 
 
Weighted-average 
shares used in 
computing earnings 
per share: 
    Basic                              32,632                    34,142 
                            =================          ================ 
    Diluted                            32,680                    34,199 
                            =================          ================ 
 
 
 
 
 
 
                   PRIMERICA, INC. AND SUBSIDIARIES 
        Consolidated Adjusted Operating Results Reconciliation 
                             (Unaudited) 
 
                       Three months ended December 31, 
                   --------------------------------------- 
                          2025                 2024          % Change 
                   -------------------  ------------------  ---------- 
                       (In thousands, except per-share 
                                  amounts) 
Total revenues     $       853,683      $      788,109         8% 
Less: Investment 
 (losses) gains                641              (1,179) 
Less: 10% deposit 
 asset MTM 
 included in NII              (466)               (846) 
                   ---  ----------          ---------- 
      Adjusted 
       operating 
       revenues    $       853,508      $      790,134         8% 
                   ===  ==========          ========== 
 
Income from 
 continuing 
 operations 
 before income 
 taxes             $       247,073      $      218,511        13% 
Less: Investment 
 (losses) gains                641              (1,179) 
Less: 10% deposit 
 asset MTM 
 included in NII              (466)               (846) 
                   ---  ----------          ---------- 
      Adjusted 
       operating 
       income 
       before 
       income 
       taxes       $       246,898      $      220,536        12% 
                   ===  ==========          ========== 
 
Income from 
 continuing 
 operations        $       197,046      $      167,676        18% 
Less: Investment 
 (losses) gains                641              (1,179) 
Less: 10% deposit 
 asset MTM 
 included in NII              (466)               (846) 
Less: Tax impact 
 of preceding 
 items                         (35)                471 
                   ---  ----------          ---------- 
      Adjusted 
       net 
       operating 
       income      $       196,906      $      169,230        16% 
                   ===  ==========          ========== 
 
Diluted earnings 
 per share from 
 continuing 
 operations        $          6.13      $         4.98        23% 
Less: Net 
 after-tax impact 
 of operating 
 adjustments                     -               (0.05) 
                   ---  ----------          ---------- 
      Diluted 
       adjusted 
       operating 
       earnings 
       per share   $          6.13      $         5.03        22% 
                   ===  ==========          ========== 
 
 
 
 
 
 
                  PRIMERICA, INC. AND SUBSIDIARIES 
       Consolidated Adjusted Operating Results Reconciliation 
                            (Unaudited) 
 
                          Year ended December 31, 
                   ------------------------------------- 
                          2025                2024         % Change 
                   -------------------  ----------------  ---------- 
                      (In thousands, except per-share 
                                 amounts) 
Total revenues     $     3,291,713      $     3,089,143      7% 
Less: Investment 
 (losses) gains               (816)               2,236 
Less: 10% deposit 
 asset MTM 
 included in NII               567                1,037 
Less: Insurance 
 claim proceeds                  -               50,000 
                       -----------          ----------- 
      Adjusted 
       operating 
       revenues    $     3,291,962      $     3,035,870      8% 
                       ===========          =========== 
 
Income from 
 continuing 
 operations 
 before income 
 taxes             $       974,564      $       939,247      4% 
Less: Investment 
 (losses) gains               (816)               2,236 
Less: 10% deposit 
 asset MTM 
 included in NII               567                1,037 
Less Insurance 
 proceeds                        -               50,000 
Less: 
 Restructuring 
 costs                           -               (2,837) 
                       -----------          ----------- 
      Adjusted 
       operating 
       income 
       before 
       income 
       taxes       $       974,813      $       888,811     10% 
                       ===========          =========== 
 
Income from 
 continuing 
 operations        $       751,234      $       720,129      4% 
Less: Investment 
 (losses) gains               (816)               2,236 
Less: 10% deposit 
 asset MTM 
 included in NII               567                1,037 
Less: Insurance 
 claims proceeds                 -               50,000 
Less: 
 Restructuring 
 costs                           -               (2,837) 
Less: Tax impact 
 of preceding 
 items                          71                 (123) 
Less: Valuation 
 allowance on 
 Senior Health 
 NOLs                            -              (11,080) 
                       -----------          ----------- 
      Adjusted 
       net 
       operating 
       income      $       751,412      $       680,896     10% 
                       ===========          =========== 
 
Diluted earnings 
 per share from 
 continuing 
 operations        $         22.91      $         20.99      9% 
Less: Net 
 after-tax impact 
 of operating 
 adjustments                 (0.01)                1.15 
                       -----------          ----------- 
      Diluted 
       adjusted 
       operating 
       earnings 
       per share   $         22.92      $         19.84     16% 
                       ===========          =========== 
 
 
 
 
 
 
                   TERM LIFE INSURANCE SEGMENT 
                 Adjusted Premiums Reconciliation 
                           (Unaudited) 
 
                     Three months ended December 31, 
                    ---------------------------------- 
                           2025              2024        % Change 
                    -------------------  -------------  ---------- 
                              (In thousands) 
Direct premiums     $       865,138      $    850,667     2% 
Less: Premiums 
 ceded to IPO 
 coinsurers                 183,123           195,039 
                        -----------       ----------- 
    Adjusted 
     direct 
     premiums               682,015           655,628     4% 
                        -----------       ----------- 
 
Ceded premiums             (419,273)         (412,916) 
Less: Premiums 
 ceded to IPO 
 coinsurers                (183,123)         (195,039) 
                        -----------       ----------- 
    Other ceded 
     premiums              (236,150)         (217,877) 
                        -----------       ----------- 
        Net 
         premiums   $       445,865      $    437,751     2% 
                        ===========       =========== 
 
 
 
 
 
 
          CORPORATE AND OTHER DISTRIBUTED PRODUCTS SEGMENT 
             Adjusted Operating Results Reconciliation 
                            (Unaudited) 
 
                      Three months ended December 31, 
                   ------------------------------------- 
                          2025                2024         % Change 
                   -------------------  ----------------  ---------- 
                              (In thousands) 
Total revenues     $        56,516      $        51,483     10% 
Less: Investment 
 gains (losses)                641               (1,179) 
Less: 10% deposit 
 asset MTM 
 included in NII              (466)                (846) 
                       -----------          ----------- 
      Adjusted 
       operating 
       revenues    $        56,341      $        53,508      5% 
                       ===========          =========== 
 
Income (loss) 
 before income 
 taxes             $          (113)     $        (3,018)    96% 
Less: Investment 
 gains (losses)                641               (1,179) 
Less: 10% deposit 
 asset MTM 
 included in NII              (466)                (846) 
                       -----------          ----------- 
      Adjusted 
       operating 
       income 
       (loss) 
       before 
       income 
       taxes       $          (288)     $          (993)    71% 
                       ===========          =========== 
 
 
 
 
 
 
                 PRIMERICA, INC. AND SUBSIDIARIES 
           Adjusted Stockholders' Equity Reconciliation 
                           (Unaudited) 
 
                      December 31,      December 31, 
                          2025              2024         % Change 
                    ----------------  ----------------  ---------- 
                              (In thousands) 
Stockholders' 
 equity             $     2,445,902   $     2,259,041     8% 
Less: Net 
 unrealized gains 
 (losses)                   (89,323)         (162,842) 
Less: Effect of 
 change in 
 discount rate 
 assumptions on 
 the liability for 
 future policy 
 benefits                   134,594           224,833 
                        -----------       ----------- 
   Adjusted 
    stockholders' 
    equity          $     2,400,631   $     2,197,050     9% 
                        ===========       =========== 
 
 
 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260211597821/en/

 
    CONTACT:    Investor Contact: 

Nicole Russell

470-564-6663

Email: Nicole.Russell@Primerica.com

Media Contact:

Susan Chana

404-229-8302

Email: Susan.Chana@Primerica.com

 
 

(END) Dow Jones Newswires

February 11, 2026 16:15 ET (21:15 GMT)

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