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Primerica PRI Surplus Notes

Surplus Notes at other companies

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$36.9M-0.5%
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$47.9M
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$36M
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$36M
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$6.9M-8.0%
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White Mountains Insurance GroupWTM
$0

Other financials

Income statement

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Revenue$865.1M+9.0%
Gross profit$775.2M+17.3%
Net income$202.3M+13.4%
EPS (diluted)$6.45+19.4%

Balance sheet

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Cash & equivalents$600.2M-3.4%
Total debt$46.9M-10.5%
Total equity$2.5B+9.3%
Total assets$14.8B-0.3%

Cash flow

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Operating cash flow$193.8M+19.2%

Valuation

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Market cap$10B+13.9%
Enterprise value$9.44B+15.0%
P/E12.6×-0.4×
P/S2.9×+0.1×

Profitability

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Gross margin98.1%+0.2pp
Net margin23.2%+1.7pp

Returns & leverage

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Return on equity33%+2.3pp
Debt / equity0.0×

Where this comes from

Reported directly by Primerica in its filing.

Tagged under the XBRL concept us-gaap:SurplusNotes.

The source filing: Primerica’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 12:44 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-337365
Line item(Unaudited) / June 30, 2026December 31, 2025
Policy claims and other benefits payable489,108495,356
Other policyholders’ funds344,437356,427
Note payable595,716595,315
Surplus note1,073,2911,175,119
Income taxes24,907147,960
Operating lease liabilities46,85249,565
Other liabilities619,810546,596
Payable under securities lending88,57984,876

ITEM 1. FINANCIAL STATEMENTS.

FAQ

What is Primerica's surplus notes?
Primerica (PRI) reported surplus notes of $1.07B in Q2 2026.
How has Primerica's surplus notes changed year-over-year?
Primerica's surplus notes decreased by 14.7% year-over-year, from $1.26B to $1.07B.
What is the long-term trend for Primerica's surplus notes?
Over 5 years (2020 to 2025), Primerica's surplus notes has grown at a -2.7% compound annual growth rate (CAGR), from $1.35B to $1.18B.
What does surplus notes mean?
Surplus Notes as reported by PRIMERICA, INC..

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