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Primerica PRI Policy Loans And Other Invested Assets

Policy Loans And Other Invested Assets at other companies

Lincoln National logo
Lincoln NationalLNC
$2.61B+3.0%
Unum logo
UnumUNM
$3.7B+1.8%
Prudential Financial logo
Prudential FinancialPRU
$9.99B+1.1%
Jackson Financial logo
Jackson FinancialJXN
$4.43B+0.5%
Globe Life logo
Globe LifeGL
$749.11M+5.8%
MetLife logo
MetLifeMET
$8.46B-2.4%

Other financials

Income statement

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Revenue$872.7M+8.4%
Gross profit$775.2M+17.3%
Net income$190.1M+12.4%
EPS (diluted)$5.97+18.2%

Balance sheet

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Cash & equivalents$645.8M+3.3%
Total debt$48.4M-8.6%
Total equity$2.5B+11.7%
Total assets$14.7B+0.6%

Cash flow

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Operating cash flow$156.8M-20.6%

Valuation

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Market cap$8.79B-16.2%
Enterprise value$8.19B-17.5%
P/E11.4×-9.5×
P/S2.6×-0.7×

Profitability

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Gross margin98.1%+0.2pp
Net margin23%+7.1pp

Returns & leverage

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Return on equity32.3%+9.8pp
Debt / equity0.0×

Where this comes from

Reported directly by Primerica in its filing.

Tagged under the XBRL concept pri:PolicyLoansAndOtherInvestedAssets.

The official record: Primerica’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Primerica's policy loans and other invested assets?
Primerica (PRI) reported policy loans and other invested assets of $56.34M in Q1 2026.
How has Primerica's policy loans and other invested assets changed year-over-year?
Primerica's policy loans and other invested assets increased by 6.4% year-over-year, from $52.94M to $56.34M.
What is the long-term trend for Primerica's policy loans and other invested assets?
Over 4 years (2021 to 2025), Primerica's policy loans and other invested assets has grown at a 16.4% compound annual growth rate (CAGR), from $30.61M to $56.23M.
What does policy loans and other invested assets mean?
This includes loans made to policyholders against the cash value of their insurance policies and other miscellaneous long-term investments. These assets are generally stable and provide a predictable stream of interest income. They represent a unique asset class specific to the life insurance business model.