Oxbow Advisors LLC Invests $3.17 Million in Primerica, Inc. $PRI

Posted by Donald Scott on May 10th, 2026

Oxbow Advisors LLC bought a new position in shares of Primerica, Inc. (NYSE:PRI – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 12,270 shares of the financial services provider’s stock, valued at approximately $3,170,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of PRI. Vista Investment Partners II LLC acquired a new stake in Primerica during the 4th quarter valued at $1,685,000. First Trust Advisors LP grew its holdings in shares of Primerica by 12.4% during the third quarter. First Trust Advisors LP now owns 492,083 shares of the financial services provider’s stock valued at $136,597,000 after buying an additional 54,158 shares in the last quarter. M&T Bank Corp raised its position in Primerica by 1,155.8% during the fourth quarter. M&T Bank Corp now owns 32,137 shares of the financial services provider’s stock valued at $8,303,000 after buying an additional 29,578 shares during the period. Prana Capital Management LP lifted its stake in Primerica by 22.8% in the 3rd quarter. Prana Capital Management LP now owns 66,916 shares of the financial services provider’s stock worth $18,575,000 after acquiring an additional 12,432 shares in the last quarter. Finally, Moran Wealth Management LLC lifted its stake in Primerica by 168.6% in the 4th quarter. Moran Wealth Management LLC now owns 20,522 shares of the financial services provider’s stock worth $5,302,000 after acquiring an additional 12,881 shares in the last quarter. 90.88% of the stock is owned by institutional investors and hedge funds.

Primerica Price Performance

Shares of NYSE:PRI opened at $274.11 on Friday. The stock has a market capitalization of $8.68 billion, a P/E ratio of 11.49 and a beta of 0.91. The business has a 50-day moving average of $261.66 and a two-hundred day moving average of $260.30. Primerica, Inc. has a fifty-two week low of $230.09 and a fifty-two week high of $288.03.

Primerica (NYSE:PRI – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The financial services provider reported $5.96 earnings per share 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 business had revenue of $872.30 million for the quarter, compared to the consensus estimate of $855.36 million. During the same period last year, the business earned $5.02 EPS. The firm’s revenue was up 8.6% compared to the same quarter last year. As a group, research analysts expect that Primerica, Inc. will post 23.84 EPS for the current fiscal year.

Primerica Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Thursday, May 21st will be issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Thursday, May 21st. Primerica’s dividend payout ratio is currently 20.13%.

Key Stories Impacting Primerica

Here are the key news stories impacting Primerica this week:

Positive Sentiment: Primerica reported Q1 earnings of $5.96 per share, topping estimates of $5.45, while revenue of $872.3 million also beat expectations. The company said its investment and savings product (ISP) sales hit a record, which supports growth momentum. Article: Should Primerica’s (PRI) Strong Q1 Beat and Record ISP Sales Prompt Action From Investors?
Positive Sentiment: The company also raised its quarterly dividend to $1.20 per share, reinforcing capital return to shareholders.
Neutral Sentiment: Primerica’s earnings release and presentation highlighted continued profitability and strong returns, but much of the market focus is now on whether recent momentum can continue through the rest of the year. Article: Primerica, Inc. 2026 Q1 – Results – Earnings Call Presentation
Negative Sentiment: Management trimmed its term life policy outlook, projecting 2026 policies to be roughly flat to down 2%. That signals softer growth in a key business line and may limit enthusiasm despite the earnings beat. Article: Primerica tops Q1 estimates, trims term life outlook
Negative Sentiment: Primerica’s guidance suggests middle-income affordability pressures could weigh on demand, which may temper expectations for near-term policy growth. Article: Primerica earnings up next as middle-income pressures loom

Insiders Place Their Bets

In related news, CEO Glenn J. Williams sold 2,500 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $256.41, for a total value of $641,025.00. Following the transaction, the chief executive officer directly owned 27,392 shares in the company, valued at approximately $7,023,582.72. This trade represents a 8.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, President Peter W. Schneider sold 1,800 shares of Primerica stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $252.38, for a total transaction of $454,284.00. Following the completion of the transaction, the president owned 11,611 shares in the company, valued at $2,930,384.18. This trade represents a 13.42% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.63% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on PRI. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Primerica in a research note on Wednesday. TD Cowen restated a “buy” rating on shares of Primerica in a report on Wednesday, January 28th. Zacks Research downgraded shares of Primerica from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 24th. Keefe, Bruyette & Woods reiterated a “hold” rating and issued a $290.00 price objective on shares of Primerica in a research note on Thursday, March 26th. Finally, Morgan Stanley decreased their target price on shares of Primerica from $292.00 to $285.00 and set an “equal weight” rating for the company in a research note on Tuesday, March 3rd. Three equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $293.60.

Read Our Latest Report on PRI

Primerica 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.