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Primerica PRI Interest Expense Surplus Note

Interest Expense Surplus Note at other companies

Prosperity Bancshares logo
Prosperity BancsharesPB
$0-100%
BOK Financial logo
BOK FinancialBOKF
$6.09M+192%
Western Alliance Bancorporation logo
Western Alliance BancorporationWAL
$13.1M+40.9%
Cullen/Frost Bankers logo
Cullen/Frost BankersCFR
$1.16M0.0%
CSX logo
CSXCSX
$213M+1.9%
Wintrust Financial logo
Wintrust FinancialWTFC
$3.72M+0.1%

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:InterestExpenseSurplusNote.

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 interest expense surplus note?
Primerica (PRI) reported interest expense surplus note of $13.22M in Q1 2026.
How has Primerica's interest expense surplus note changed year-over-year?
Primerica's interest expense surplus note decreased by 9.9% year-over-year, from $14.67M to $13.22M.
What is the long-term trend for Primerica's interest expense surplus note?
Over 4 years (2021 to 2025), Primerica's interest expense surplus note has grown at a -1.7% compound annual growth rate (CAGR), from $62.21M to $58.04M.
What does interest expense surplus note mean?
The interest expense incurred on surplus notes, which are debt instruments issued by insurance companies that are often treated as equity for regulatory capital purposes. This reflects the cost of capital used to support the company's regulatory solvency requirements.