PRI Primerica, Inc. Common Stock
NYSE · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026PRI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Primerica, Inc. Common Stock Company overview from Wikipedia
Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada.
Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981. Primerica had its initial public offering in 2010.
Primerica's headquarters are located in Duluth, Georgia.
History
In 1980, A.L. Williams (founded in 1977) entered into a contract with Boston-based Massachusetts Indemnity and Life Insurance Company (MILICO), an underwriter of life insurance and a subsidiary of Santa Monica–based PennCorp Financial Services. In 1981, the company established First American National Corporation as a holding company for First American Life Insurance and First American National Securities. These companies were later renamed to the A.L. Williams Corporation, A.L. Williams Life Insurance Company, and PFS Investments, Inc, respectively. In 1982, the A.L. Williams Corporation was listed on the over-the-counter market under the symbol ALWC. In 1983, the company became listed on the NASDAQ exchange under the same symbol.
PennCorp finalized a merger agreement with American Can Company in 1983, and became its subsidiary along with MILICO. In 1986 Triangle Industries bought American Can's packaging division and the rights to the company's name. In 1987 American Can changed its name to Primerica Corporation, with Gerald Tsai as CEO, the first Chinese American to lead a member of the Dow Jones Industrials.
In December 1988, Sanford Weill's Commercial Credit acquired Primerica Corporation for $1.54 billion, retaining the Primerica name. On February 6, 1989, Primerica Corporation began trading on the New York Stock Exchange.
Throughout the next ten years, Primerica Corporation's affiliated companies A.L Williams, MILICO, and FANS changed their names to Primerica Financial Services, Primerica Life Insurance Company, and Primerica Financial Services Investments, respectively.
In December 1993, Primerica fully acquired Travelers Insurance Corporation and adopted the name Travelers Inc., which was changed to Travelers Group the following year. Travelers Group included Primerica Financial Services, Smith Barney, and other financial businesses. Joe Plumeri was chairman and CEO of Primerica Financial Services from 1995 to 1999. In 1998, Primerica had net income of $398 million on net sales of $1.65 billion.
In December 1997, Primerica announced it was going to begin offering pre-paid legal services through Pre-Paid Legal Services, Inc., at the time a subsidiary of Travelers Group, Inc. In 1998, the US Securities and Exchange Commission (SEC) censured and fined PFS Investments Inc., the securities arm for Primerica, for failure to properly supervise a group of registered representatives in Dearborn, Michigan. The SEC found that PFS Investments Inc. had failed to have in place effective policies and procedures to follow up adequately on three complaints received about the Dearborn registered representatives, "selling away" activities. By the date of the ruling, PFS Investments reported it had complied with the final recommendations made by the independent consultant.
In 1998, Travelers Group and Citicorp merged creating Citigroup (NYSE: C). Primerica and its affiliates continued to operate as subsidiaries of Citigroup, although the Travelers insurance business was spun off in 2002.
Citigroup attempted to sell Primerica in 2008, having received several bids from life insurance companies and private equity firms interested in buying. At the time the market value of the company was estimated to be $7 billion. JC Flowers & Co. LLC and Protective Life Corp began to purchase the company but the deal was canceled for undisclosed reasons.
During the COVID-19 pandemic, in 2020, Primerica paid out $1.7 billion in death claims. This was a 15.8% increase over 2019. The financial services company ended 2021 with $900 billion in active term life insurance.
Initial public offering
On November 5, 2009, Citi announced that it intended to spin off Primerica through an initial public offering. The first trading occurred on April 1, 2010, priced at $15 a share the day before trading. Citi raised $320 million through the IPO.
In a separate offering, private equity firm Warburg Pincus bought a 23-percent stake in Primerica, and had the option to purchase an additional 10-percent stake from Citi. On December 19, 2011, Citigroup sold its remaining equity stake in Primerica.
Primerica was listed by Forbes as one of "America's 50 Most Trustworthy Financial Companies" in 2015.
In July 2021, Primerica acquired e-Telequote, a health insurance marketer.
Products and business model
Primerica uses a multi-level marketing strategy, with eleven tiers of representatives and recruiters selling financial products and services for commission.
The company primarily sells term life insurance, as well as other financial services including auto and home insurance, mutual funds, and credit monitoring.
In 2010, Primerica was reported to have over 100,000 representatives selling the company's financial products, with individual earnings averaging $5,156 per year. Some people working for Primerica and similar multi-level marketing organizations reported that they ended up losing money, due to the fees they had to pay.
In 2012, Primerica was the target of multiple lawsuits alleging that the company's representatives sought to profit by earning commissions after convincing Florida firefighters, teachers, and other public workers to divest from safe government-secured retirement investments to high-risk retirement products offered by Primerica. In January 2014, the company announced that it was working on a settlement with up to 238 plaintiffs, for $15.4 million.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PRI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 11.15Y avg ≈13.7 | ≈13.7 | 15.8 | Undervalued | |
| P/S (TTM) | 2.55Y avg ≈2.4 | ≈2.4 | 1.0 | Overvalued | |
| P/B (MRQ) | 3.45Y avg ≈3.4 | ≈3.4 | 1.9 | Overvalued | |
| Price / Cash Flow | 9.45Y avg ≈9.2 | ≈9.2 | 7.5 | Pricier | |
| Price / Tangible Book (MRQ) | 3.45Y avg ≈5.1 | ≈5.1 | · | · | |
| PEG Ratio | ≈0.6 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PRI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin (TTM) | 29.9%5Y avg ≈24.7% | ≈24.7% | 10.7% | Top tier | |
| Net Profit Margin (TTM) | 23.2%5Y avg ≈17.2% | ≈17.2% | 9.8% | Top tier | |
| ROA (TTM) | 5.4%5Y avg ≈3.4% | ≈3.4% | 0.42% | Top tier | |
| ROE (TTM) | 33.0%5Y avg ≈23.7% | ≈23.7% | 11.2% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PRI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.6%5Y avg ≈8.5% | ≈8.5% | · | · | |
| Revenue CAGR 3Y | 7.4%5Y avg ≈6.4% | ≈6.4% | · | · | |
| Revenue CAGR 5Y | 8.2% | · | · | · | |
| EPS YoY | 67.1%5Y avg ≈22.1% | ≈22.1% | · | · | |
| Net Income YoY | 59.7%5Y avg ≈17.2% | ≈17.2% | · | · | |
| EPS CAGR 3Y | 22.9%5Y avg ≈15.3% | ≈15.3% | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | |
| Net Income CAGR 3Y | 16.8%5Y avg ≈10.2% | ≈10.2% | · | · | |
| Net Income CAGR 5Y | 14.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PRI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.25Y avg ≈0.2 | ≈0.2 | 0.1 | Top tier | |
| Revenue / Employee | ≈$1.4M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 21, 2026 | $1.20 | USD | ≈1.6% |
| May 21, 2026 | $1.20 | USD | ≈1.6% |
| Feb 23, 2026 | $1.20 | USD | ≈1.7% |
| Nov 21, 2025 | $1.04 | USD | ≈1.6% |
| Aug 22, 2025 | $1.04 | USD | ≈1.5% |
| May 22, 2025 | $1.04 | USD | ≈1.4% |
| Feb 21, 2025 | $1.04 | USD | ≈1.3% |
| Nov 21, 2024 | $0.90 | USD | ≈1.1% |
| Aug 21, 2024 | $0.90 | USD | ≈1.2% |
| May 20, 2024 | $0.75 | USD | ≈1.2% |
| Feb 20, 2024 | $0.75 | USD | ≈1.1% |
| Nov 20, 2023 | $0.65 | USD | ≈1.3% |
| Aug 18, 2023 | $0.65 | USD | ≈1.2% |
| May 19, 2023 | $0.65 | USD | ≈1.3% |
| Feb 17, 2023 | $0.65 | USD | ≈1.3% |
| Nov 21, 2022 | $0.55 | USD | ≈1.5% |
| Aug 19, 2022 | $0.55 | USD | ≈1.6% |
| May 19, 2022 | $0.55 | USD | ≈1.7% |
| Feb 18, 2022 | $0.55 | USD | ≈1.4% |
| Nov 19, 2021 | $0.47 | USD | ≈1.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 4, 2026 | $6.41 | $6.09 | 5.3% |
| March 31, 2026 | May 11, 2026 | $5.96 | $5.53 | 7.7% |
| Dec. 31, 2025 | $6.13 | $5.73 | 6.9% | |
| Sept. 30, 2025 | $6.33 | $5.60 | 13.1% | |
| June 30, 2025 | $5.46 | $5.26 | 3.8% | |
| March 31, 2025 | $5.02 | $4.83 | 3.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Cost of Revenue | · | · | $55M | $68M | $53M | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $27M | $27M | $31M | $29M | $29M | $29M | $28M | $29M | $34M | $35M | |
| Pretax Income | $975M | $939M | $772M | $719M | $644M | $507M | $477M | $416M | $380M | $338M | $291M | $276M | |
| Income Tax | $223M | $219M | $181M | $164M | $168M | $121M | $111M | $92M | $29M | $118M | $101M | $96M | |
| Net Income | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| EPS (Basic) | $22.95 | $13.73 | $15.97 | $12.37 | $12.03 | $9.60 | $8.65 | $7.35 | $7.63 | $4.59 | $3.70 | $3.29 | |
| EPS (Diluted) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 | |
| Shares (Basic) | 32,632,000 | 34,142,000 | 35,954,000 | 37,997,000 | 39,530,000 | 40,065,000 | 42,181,000 | 43,854,000 | 45,598,000 | 47,411,000 | 50,881,000 | 54,567,000 | |
| Shares (Diluted) | 32,680,000 | 34,199,000 | 36,027,000 | 38,106,000 | 39,652,000 | 40,185,000 | 42,314,000 | 43,985,000 | 45,689,000 | 47,453,000 | 50,913,000 | 54,598,000 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | · | $12M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $756M | $688M | $594M | $489M | $393M | $548M | $257M | $262M | $280M | $212M | $152M | $192M | |
| Short-term Investments | · | · | · | · | · | · | · | $8M | · | · | · | · | |
| PP&E (Net) | $40M | $41M | $38M | $53M | $67M | $58M | $46M | $36M | $28M | $27M | $29M | $26M | |
| PP&E (Gross) | $216M | $199M | $179M | $186M | $182M | $158M | $137M | $112M | $99M | $94M | $101M | $92M | |
| Accum. Depreciation | $176M | $158M | $141M | $134M | $115M | $100M | $91M | $76M | $71M | $67M | $72M | $65M | |
| Goodwill | · | · | $128M | $128M | $179M | · | · | · | · | · | · | · | |
| Intangibles | $45M | $45M | $45M | $186M | $196M | $45M | $45M | $48M | $52M | $55M | $58M | $62M | |
| Total Assets | $15.01B | $14.58B | $15.03B | $14.64B | $16.20B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Deferred Tax | $28M | $58M | $54M | $167M | $226M | $202M | $189M | $164M | $153M | $199M | $142M | · | |
| Total Liabilities | $12.57B | $12.32B | $12.96B | $12.61B | $14.03B | $13.07B | $12.04B | $11.13B | $11.04B | $10.22B | $9.47B | $9.49B | |
| Common Stock | $318.0K | $334.0K | $350.0K | $368.0K | $394.0K | $393.0K | $412.0K | $427.0K | $443.0K | $457.0K | $483.0K | $522.0K | |
| Retained Earnings | $2.42B | $2.23B | $2.28B | $2.15B | $2.00B | $1.71B | $1.59B | $1.49B | $1.38B | $1.14B | $953M | $796M | |
| Stockholders' Equity | $2.45B | $2.26B | $2.07B | $2.03B | $925M | $1.84B | $1.65B | $1.46B | $1.42B | $1.22B | $1.15B | $1.25B | |
| Liabilities + Equity | $15.01B | $14.58B | $15.03B | $14.64B | $16.12B | $14.91B | $13.69B | $12.60B | $12.46B | $11.44B | $10.61B | $10.74B | |
| Shares Outstanding | 31,810,000 | 33,368,000 | 34,996,000 | 36,824,000 | 39,368,000 | 39,306,000 | 41,207,000 | 42,694,000 | 44,251,000 | 45,721,000 | 48,297,000 | 52,169,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $23M | $32M | $34M | $30M | $18M | $18M | $12M | $14M | $15M | $11M | $12M | |
| Stock-based Comp | $25M | $25M | $19M | $22M | $17M | $19M | $18M | $17M | $15M | $13M | $15M | $18M | |
| Deferred Tax | $-30M | $-32M | $-45M | $-52M | $3M | $266.0K | $-841.0K | $3M | $-54M | $44M | $38M | $26M | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | · | · | $227.0K | |
| Operating Cash Flow | $901M | $862M | $693M | $758M | $657M | $643M | $486M | $478M | $392M | $294M | $264M | $237M | |
| Investing Cash Flow | $-236M | $-232M | $-90M | $-200M | $-923M | $-54M | $-202M | $-233M | $-131M | $-48M | $-58M | $-16M | |
| Stock Repurchased | $450M | $425M | $375M | $356M | $19M | $231M | $225M | $210M | $150M | $150M | $200M | $148M | |
| Net Stock Activity | $-450M | $-428M | $-375M | $-356M | $-19M | $-231M | $-225M | $-210M | $-150M | $-150M | $-200M | $-148M | |
| Dividends Paid | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M | |
| Financing Cash Flow | $-600M | $-551M | $-480M | $-458M | $108M | $-302M | $-290M | $-261M | $-193M | $-187M | $-235M | $-176M | |
| Net Change in Cash | $68M | $75M | $124M | $97M | $-155M | $291M | $-5M | $-18M | $68M | $60M | $-40M | $43M | |
| Taxes Paid | $236M | $140M | $227M | · | · | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 22.8% | 15.2% | 20.5% | 13.7% | 13.8% | 17.4% | 17.8% | 17.1% | 20.7% | 14.4% | 13.5% | 13.5% | |
| Pretax Margin | 29.6% | 30.4% | 26.7% | 18.1% | 18.9% | 22.9% | 23.2% | 21.9% | 22.5% | 22.2% | 20.7% | 20.6% | |
| EBITDA Margin | · | · | · | · | · | · | · | · | · | · | · | 0.92% | |
| ROA | 5.1% | 3.2% | 3.9% | 2.4% | 2.4% | 2.7% | 2.8% | 2.6% | 2.9% | 2.0% | 1.8% | 1.7% | |
| ROE | 31.9% | 22.4% | 26.3% | 20.2% | 17.9% | 21.7% | 22.5% | 22.3% | 25.9% | 18.0% | 16.6% | 14.3% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $76.89 | $67.70 | $59.03 | $46.75 | $52.90 | $46.71 | $40.10 | $34.23 | $32.07 | $26.71 | $23.72 | $23.87 | |
| Revenue / Share | $100.73 | $90.33 | $78.16 | $71.38 | $68.34 | $55.18 | $48.51 | $43.19 | $36.97 | $32.01 | $27.60 | $24.54 | |
| Cash Flow / Share | $27.58 | $25.21 | $19.22 | $19.88 | $16.57 | $16.01 | $11.47 | $10.87 | $8.50 | $6.16 | $5.09 | $4.35 | |
| Cash / Share | $23.77 | $20.61 | $17.52 | $13.29 | $9.97 | $13.93 | $6.23 | $6.14 | $6.33 | $4.64 | $3.15 | $3.69 | |
| Dividend / Share | $4.16 | $3.30 | $2.60 | $2.20 | $1.88 | $1.60 | $1.36 | $1.00 | $0.78 | $0.70 | $0.64 | $0.48 | |
| EPS (TTM) | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 | $9.57 | $8.62 | $7.33 | $7.61 | $4.59 | $3.70 | $3.29 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.6% | 12.4% | 3.4% | -1.9% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.4% | 4.5% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 67.1% | -14.0% | 29.3% | 2.8% | 25.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.9% | 4.6% | 18.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 59.7% | -18.4% | 22.1% | -1.1% | 23.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 16.8% | -0.48% | 14.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 33.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B | $2.22B | $2.05B | $1.90B | $1.69B | $1.52B | $1.40B | $1.34B | |
| Net Income TTM | $751M | $471M | $577M | $472M | $477M | $386M | $366M | $324M | $350M | $219M | $190M | $181M | |
| Market Cap | $8.22B | $9.06B | $7.20B | $5.22B | $6.03B | $5.26B | $5.38B | $4.17B | $4.49B | $3.16B | $2.28B | $2.83B | |
| P/E | 11.3 | 19.8 | 12.9 | 11.5 | 12.8 | 14.0 | 15.1 | 13.3 | 13.3 | 15.1 | 12.8 | 16.5 | |
| P/S | 2.5 | 2.9 | 2.6 | 2.0 | 2.2 | 2.4 | 2.6 | 2.2 | 2.7 | 2.1 | 1.6 | 2.1 | |
| P/B | 3.4 | 4.0 | 3.5 | 3.0 | 2.9 | 2.9 | 3.3 | 2.9 | 3.2 | 2.6 | 2.0 | 2.3 | |
| P / Tangible Book | 3.4 | 4.1 | 3.8 | 3.0 | 11.0 | 2.9 | · | · | · | · | · | · | |
| P / Cash Flow | 9.1 | 10.5 | 10.4 | 6.9 | 9.2 | 8.2 | 11.1 | 8.7 | 11.6 | 10.8 | 8.8 | 11.9 | |
| Dividend Yield | 3.3% | 3.2% | 4.6% | 4.9% | 1.2% | 1.2% | 1.1% | 1.1% | 0.80% | 1.1% | 1.4% | 0.94% | |
| Earnings Yield | 8.9% | 5.1% | 7.8% | 8.7% | 7.8% | 7.1% | 6.6% | 7.5% | 7.5% | 6.6% | 7.8% | 6.1% | |
| Payout Ratio | 36.2% | 61.6% | 57.2% | 68.4% | 20.0% | 16.7% | 15.7% | 13.6% | 10.2% | 15.2% | 17.3% | 14.6% | |
| Annual Payout | $272M | $290M | $330M | $255M | $75M | $64M | $58M | $44M | $36M | $33M | $33M | $27M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $865M | $873M | $854M | $840M | $793M | $805M | $788M | $774M | $791M | $736M | $673M | $697M | $673M | $671M | $673M | $669M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $16M | $14M | · | $13M | $13M | $15M | $13M | $19M | |
| Interest Expense | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $7M | · | $7M | $7M | $7M | $7M | $7M | |
| Pretax Income | $258M | $249M | $247M | $272M | $234M | $221M | $219M | $255M | $273M | $193M | $210M | $206M | $195M | $171M | $121M | $163M | |
| Income Tax | $56M | $59M | $50M | $65M | $56M | $52M | $51M | $60M | $63M | $45M | $48M | $49M | $46M | $40M | $42M | $37M | |
| Net Income | $202M | $190M | $197M | $207M | $178M | $169M | $167M | $164M | $1M | $138M | $152M | $152M | $145M | $128M | $80M | $128M | |
| EPS (Basic) | $6.46 | $5.98 | $6.12 | $6.36 | $5.41 | $5.06 | $4.92 | $4.84 | $0.03 | $3.94 | $4.30 | $4.23 | $3.97 | $3.47 | $2.12 | $3.32 | |
| EPS (Diluted) | $6.45 | $5.97 | $6.11 | $6.35 | $5.40 | $5.05 | $4.92 | $4.83 | $0.03 | $3.93 | $4.28 | $4.23 | $3.97 | $3.46 | $2.11 | $3.31 | |
| Shares (Basic) | 31,196,000 | 31,681,000 | · | 32,404,000 | 32,870,000 | 33,292,000 | · | 33,834,000 | 34,383,000 | 34,883,000 | · | 35,760,000 | 36,215,000 | 36,710,000 | 37,438,000 | 38,386,000 | |
| Shares (Diluted) | 31,237,000 | 31,728,000 | · | 32,451,000 | 32,911,000 | 33,342,000 | · | 33,891,000 | 34,440,000 | 34,937,000 | · | 35,822,000 | 36,290,000 | 36,804,000 | 37,541,000 | 38,501,000 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $600M | $646M | $756M | $645M | $621M | $625M | $688M | $550M | $627M | $593M | · | $469M | $562M | $515M | $438M | $400M | |
| PP&E (Net) | · | · | $40M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $216M | · | · | · | $199M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $176M | · | · | · | $158M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | · | · | · | · | · | · | $0 | $128M | · | $128M | $128M | $128M | $128M | $188M | |
| Intangibles | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $172M | · | $178M | $180M | $183M | $188M | $191M | |
| Total Assets | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | $15.04B | $15.33B | |
| Deferred Tax | · | · | $28M | · | · | · | $58M | · | · | · | · | $228M | $169M | $199M | $129M | $165M | |
| Total Liabilities | $12.26B | $12.16B | $12.57B | $12.55B | $12.52B | $12.33B | $12.32B | $12.87B | $12.44B | $12.72B | · | $12.12B | $12.74B | $12.87B | $13.42B | $13.55B | |
| Common Stock | $309.0K | $313.0K | $318.0K | $321.0K | $326.0K | $331.0K | $334.0K | $335.0K | $340.0K | $346.0K | · | $353.0K | $358.0K | $364.0K | $370.0K | $378.0K | |
| Retained Earnings | $2.47B | $2.44B | $2.42B | $2.32B | $2.27B | $2.25B | $2.23B | $2.13B | $2.12B | $2.29B | · | $2.22B | $2.19B | $2.15B | $1.89B | $1.95B | |
| Stockholders' Equity | $2.52B | $2.52B | $2.45B | $2.30B | $2.31B | $2.26B | $2.26B | $1.95B | $2.12B | $2.19B | $2.07B | $2.31B | $2.02B | $1.92B | $1.62B | $1.78B | |
| Liabilities + Equity | $14.78B | $14.68B | $15.01B | $14.85B | $14.83B | $14.59B | $14.58B | $14.82B | $14.57B | $14.91B | · | $14.43B | $14.75B | $14.80B | $15.04B | $15.33B | |
| Shares Outstanding | 30,898,000 | 31,344,000 | 31,810,000 | 32,076,000 | 32,545,000 | 33,022,000 | 33,368,000 | 33,508,000 | 33,994,000 | 34,609,000 | 34,996,000 | 35,342,000 | 35,846,000 | 36,407,000 | 37,027,000 | 37,768,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $4M | $5M | $5M | $4M | $5M | $7M | $7M | $7M | $7M | $9M | $9M | $8M | $9M | |
| Stock-based Comp | $3M | $13M | $5M | $4M | $2M | $13M | $6M | $4M | $3M | $13M | $2M | $2M | $2M | $12M | $1M | $6M | |
| Operating Cash Flow | $194M | $157M | $338M | $203M | $163M | $197M | $271M | $207M | $173M | $211M | $241M | $140M | $136M | $176M | $167M | $170M | |
| Investing Cash Flow | $-62M | $-87M | $-120M | $-15M | $-2M | $-99M | $-51M | $-125M | $30M | $-86M | $-2M | $-102M | $45M | $-31M | $-8M | $24M | |
| Stock Repurchased | $135M | $135M | $70M | $129M | $133M | $118M | $44M | $129M | $143M | $109M | $73M | $106M | $111M | $85M | $97M | $128M | |
| Net Stock Activity | · | $-135M | · | · | · | $-118M | · | · | · | $-109M | · | · | · | $-85M | · | · | |
| Dividends Paid | $37M | $38M | $169M | $34M | $34M | $35M | · | $31M | $26M | $26M | · | $23M | $24M | $24M | $21M | $21M | |
| Financing Cash Flow | $-177M | $-179M | $-108M | $-163M | $-167M | $-161M | $-79M | $-160M | $-169M | $-143M | $-96M | $-130M | $-135M | $-119M | $-118M | $-153M | |
| Net Change in Cash | $-46M | $-110M | $111M | $24M | $-4M | $-63M | $138M | $-77M | $34M | $-20M | $144M | $-93M | $46M | $26M | $38M | $40M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.4% | 21.8% | · | 24.6% | 22.5% | 21.0% | · | 21.2% | 0.15% | 18.6% | · | 21.4% | 21.0% | 18.1% | 7.7% | 16.1% | |
| Pretax Margin | 29.8% | 28.6% | · | 32.4% | 29.6% | 27.5% | · | 32.9% | 0.97% | 24.1% | · | 28.0% | 27.4% | 23.6% | 12.8% | 20.5% | |
| ROA | 1.4% | 1.3% | · | 1.4% | 1.2% | 1.1% | · | 1.1% | 0.01% | 0.93% | · | 1.0% | 0.96% | 0.81% | 0.34% | 0.70% | |
| ROE | 8.4% | 8.0% | · | 9.8% | 8.1% | 7.6% | · | 7.7% | 0.06% | 6.7% | · | 7.7% | 7.6% | 6.5% | 2.8% | 5.7% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $81.65 | $80.39 | · | $71.58 | $70.90 | $68.33 | · | $58.10 | $62.42 | $63.16 | · | $65.43 | $56.23 | $52.77 | $43.75 | $47.01 | |
| Revenue / Share | $27.69 | $27.51 | · | $25.88 | $24.11 | $24.14 | · | $22.84 | $23.37 | $21.26 | · | $19.85 | $18.97 | $18.75 | $17.93 | $17.37 | |
| Cash Flow / Share | · | $4.94 | · | · | · | $5.92 | · | · | · | $6.04 | · | · | · | $4.78 | · | · | |
| Cash / Share | $19.42 | $20.60 | · | $20.10 | $19.09 | $18.93 | · | $16.42 | $18.45 | $17.15 | · | $13.26 | $15.67 | $14.15 | $11.83 | $10.59 | |
| Dividend / Share | $1.20 | $1.20 | $1.04 | $1.04 | $1.04 | $1.04 | $0.90 | $0.90 | $0.75 | $0.75 | $0.65 | $0.65 | $0.65 | $0.65 | $0.55 | $0.55 | |
| EPS (TTM) | $24.88 | $23.83 | · | $21.72 | $20.20 | $14.83 | · | $13.07 | $12.47 | $16.41 | · | $15.66 | $13.54 | $12.88 | $11.82 | $12.53 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.43B | $3.36B | · | $3.23B | $3.16B | $3.16B | · | $2.97B | $2.90B | $2.78B | · | $2.67B | $2.64B | $2.64B | $2.76B | $2.78B | |
| Net Income TTM | $796M | $772M | · | $721M | $679M | $502M | · | $455M | $443M | $586M | · | $574M | $502M | $485M | $461M | $494M | |
| Market Cap | $8.78B | $7.85B | · | $8.90B | $8.91B | $9.40B | · | $8.88B | $8.04B | $8.75B | · | $6.86B | $7.09B | $6.27B | $4.57B | $4.52B | |
| P/E | 11.4 | 10.5 | · | 12.8 | 13.5 | 19.2 | · | 20.3 | 19.0 | 15.4 | · | 12.4 | 14.6 | 13.4 | 10.4 | 9.6 | |
| P/S | 2.6 | 2.3 | · | 2.8 | 2.8 | 3.0 | · | 3.0 | 2.8 | 3.1 | · | 2.6 | 2.7 | 2.4 | 1.7 | 1.6 | |
| P/B | 3.5 | 3.1 | · | 3.9 | 3.9 | 4.2 | · | 4.6 | 3.8 | 4.0 | · | 3.0 | 3.5 | 3.3 | 2.8 | 2.5 | |
| P / Tangible Book | 3.5 | 3.2 | · | 4.0 | 3.9 | 4.2 | · | 4.7 | 3.9 | 4.6 | · | 3.4 | 4.2 | 3.9 | 3.5 | 3.2 | |
| P / Cash Flow | · | 50.1 | · | · | · | 47.6 | · | · | · | 41.5 | · | · | · | 35.6 | · | · | |
| Dividend Yield | 3.2% | 3.5% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.8% | 9.5% | · | 7.8% | 7.4% | 5.2% | · | 4.9% | 5.3% | 6.5% | · | 8.1% | 6.9% | 7.5% | 9.6% | 10.5% | |
| Payout Ratio | · | 20.1% | · | · | · | 20.5% | · | · | · | 19.0% | · | · | · | 19.1% | · | · | |
| Annual Payout | $278M | $275M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $3.29B | $3.09B | $2.75B | $2.66B | $2.71B |
| Net Income | $751M | $471M | $577M | $472M | $477M |
| Diluted EPS | $22.91 | $13.71 | $15.94 | $12.33 | $11.99 |
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 556 filers · $9.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 65 (-5 vs prior Q) | 41 (-4 vs prior Q) | 183 (-2 vs prior Q) | 176 (+17 vs prior Q) | -245K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $849,178,423 | 3,286,803 | 9.15% | Shares |
| BlackRock, Inc. | $848,160,542 | 2,984,379 | 9.14% | Shares |
| FMR LLC | $802,175,591 | 2,822,574 | 8.64% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $786,810,996 | 2,768,511 | 8.48% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $521,917,385 | 1,836,444 | 5.62% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $402,138,737 | 1,414,985 | 4.33% | Shares |
| Burgundy Asset Management Ltd. | $356,866,881 | 1,324,968 | 3.84% | Shares |
| STATE STREET CORP | $295,933,481 | 1,041,286 | 3.19% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $257,487,849 | 905,865 | 2.77% | Shares |
| Brave Warrior Advisors, LLC | $246,078,265 | 865,863 | 2.65% | Shares |
| BANK OF MONTREAL /CAN/ | $213,220,767 | 750,249 | 2.30% | Shares |
| BAMCO INC /NY/ | $190,826,943 | 671,453 | 2.06% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $187,788,880 | 660,719 | 2.02% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $151,827,029 | 534,226 | 1.64% | Shares |
| FIRST TRUST ADVISORS LP | $150,246,004 | 528,663 | 1.62% | Shares |
| LYRICAL ASSET MANAGEMENT LP | $137,790,107 | 484,835 | 1.48% | Shares |
| AGF MANAGEMENT LTD | $122,010,470 | 429,312 | 1.31% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $113,553,302 | 399,554 | 1.22% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $105,978,549 | 372,901 | 1.14% | Shares |
| Invesco Ltd. | $99,640,805 | 350,601 | 1.07% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91,149,761 | 320,724 | 0.98% | Shares |
| NORTHERN TRUST CORP | $83,193,012 | 292,727 | 0.90% | Shares |
| Bank of New York Mellon Corp | $79,044,054 | 278,128 | 0.85% | Shares |
| Life Cycle Investment Partners Ltd | $74,997,822 | 263,891 | 0.81% | Shares |
| WELLS FARGO & COMPANY/MN | $74,337,790 | 261,568 | 0.80% | Shares |
| MORGAN STANLEY | $72,146,732 | 253,857 | 0.78% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69,356,736 | 244,042 | 0.75% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $62,892,505 | 219,344 | 0.68% | Shares |
| Quantum Capital Management, LLC / NJ | $61,072,015 | 214,890 | 0.66% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $56,107,617 | 197,423 | 0.60% | Shares |
| AMERICAN CENTURY COMPANIES INC | $53,789,681 | 189,267 | 0.58% | Shares |
| FIL Ltd | $53,495,818 | 188,233 | 0.58% | Shares |
| Quantinno Capital Management LP | $49,176,393 | 173,034 | 0.53% | Shares |
| GOLDMAN SACHS GROUP INC | $48,593,119 | 170,982 | 0.52% | Shares |
| Qube Research & Technologies Ltd | $46,121,113 | 162,284 | 0.50% | Shares |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40,120,514 | 141,170 | 0.43% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35,408,355 | 141,362 | 0.38% | Shares |
| RAYMOND JAMES FINANCIAL INC | $34,655,964 | 121,942 | 0.37% | Shares |
| PhiloSmith Capital Corp | $33,421,920 | 117,600 | 0.36% | Shares |
| MILLENNIUM MANAGEMENT LLC | $31,813,632 | 111,941 | 0.34% | Shares |
| JPMORGAN CHASE & CO | $31,121,675 | 106,968 | 0.34% | Shares |
| Arbejdsmarkedets Tillaegspension | $30,091,096 | 105,880 | 0.32% | Shares |
| Nuveen, LLC | $29,387,069 | 103,403 | 0.32% | Shares |
| MACKENZIE FINANCIAL CORP | $27,040,493 | 95,146 | 0.29% | Shares |
| ProShare Advisors LLC | $27,023,441 | 95,086 | 0.29% | Shares |
| EULAV Asset Management | $26,986,495 | 94,956 | 0.29% | Shares |
| BANK OF AMERICA CORP /DE/ | $26,768,639 | 94,189 | 0.29% | Shares |
| RHUMBLINE ADVISERS | $25,304,567 | 89,038 | 0.27% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $24,695,107 | 86,893 | 0.27% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $24,651,508 | 86,740 | 0.27% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Warburg Pincus Private Equity X, L.P . S.S. OR, Warburg Pincus X Partners, L.P . S.S. OR, Warburg Pincus X, L.P . S.S. OR, Warburg Pincus X LLC S.S. OR, Warburg Pincus Partners LLC S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus LLC S.S. OR, Charles R. Kaye S.S. OR, Joseph P. Landy S.S. OR ×14 filings | June 5, 2013 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 28 insiders · 10 officers · 18 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Glenn J. Williams | Chief Executive Officer | Sept. 14, 2026 G | 26,721 | 0 | 4 | $-2,191,185 |
| Alison S. Rand | Executive VP and CFO | Nov. 30, 2023 S | 6,444 | 0 | 0 | $0 |
| Peter W. Schneider | President | Aug. 17, 2026 S | 8,011 | 0 | 4 | $-2,031,006 |
| William A. Kelly | President of Subsidiary | March 1, 2020 M | 17,981 | 0 | 0 | $0 |
| Gregory C. Pitts | Executive VP and COO | March 11, 2024 S | 3,379 | 0 | 0 | $0 |
| Nicholas Adam Jendusa | Principal Accounting Officer | March 1, 2026 M | 306 | 0 | 1 | $-48,547 |
| Tracy Xiangyan Tan | EVP and Chief Financial Office | March 1, 2026 M | 2,146 | 0 | 0 | $0 |
| Jeffrey S. Fendler | Executive Vice President | Aug. 12, 2016 S | 32,988 | 0 | 0 | $0 |
| Michael C. Adams | Executive Vice President | Aug. 1, 2016 S | 40,589 | 0 | 0 | $0 |
| Chess E. Britt | Executive Vice President | March 1, 2016 M | 65,399 | 0 | 0 | $0 |
| Amber Lynne Cottle | Director | Sept. 14, 2026 A | 3,561 | 0 | 1 | $-87,503 |
| Joel M. Babbit | Director | Sept. 14, 2026 A | 9,177 | 0 | 1 | $-178,500 |
| Barbara A. Yastine | Director | Sept. 14, 2026 A | 19,970 | 0 | 0 | $0 |
| Donald R. Williams | Director | Sept. 14, 2026 A | 21,047 | 0 | 0 | $0 |
| Cynthia N Day | Director | Sept. 14, 2026 A | 20,446 | 0 | 0 | $0 |
| Sanjeev Dheer | Director | May 21, 2026 A | 4,351 | 0 | 0 | $0 |
| Darryl L. Wilson | Director | May 21, 2026 A | 2,007 | 0 | 0 | $0 |
| John A. Addison Jr. | Director | May 21, 2026 A | 16,343 | 0 | 0 | $0 |
| Beatriz R Perez | Director | March 13, 2026 A | 11,362 | 0 | 0 | $0 |
| Gary L Crittenden | Director | March 13, 2026 A | 20,808 | 0 | 0 | $0 |
| George P Benson | Director | March 14, 2023 A | 15,342 | 0 | 0 | $0 |
| Mark Mason | Director | March 15, 2019 J | 4,456 | 0 | 0 | $0 |
| Robert F Mccullough | Director | March 16, 2018 J | 18,120 | 0 | 0 | $0 |
| Daniel Zilberman | Director | June 3, 2013 S | 0 | 0 | 0 | $0 |
| Michael E. Martin | Director | June 3, 2013 S | 0 | 0 | 0 | $0 |
| CITIGROUP INC | Director | Sept. 16, 2011 S | 17,018,430 | 0 | 0 | $0 |
| Ellyn A Mccolgan | Director | Aug. 19, 2010 A | 2,819 | 0 | 0 | $0 |
| Saxby C Chambliss | · | March 14, 2022 A | 7,830 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 91 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 2.76% | 7,544 NS | July 31, 2026 | N-PORT |
| OSCV · ETF Series Solutions | 2.50% | 55,114 NS | July 31, 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 1.32% | 259,839 SH | Oct. 2, 2026 | Daily |
| GRPM · Invesco Exchange-Traded Fund Trust | 1.22% | 22,041 SH | Oct. 2, 2026 | Daily |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.14% | 28,671 SH | Oct. 2, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.98% | 27,815 NS | July 31, 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0.84% | 45,209 SH | Oct. 2, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.78% | 36,299 NS | July 31, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.68% | 23,832 NS | July 31, 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.65% | 2,755 SH | Oct. 2, 2026 | Daily |
| HSMV · First Trust Exchange-Traded Fund III | 0.61% | 676 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.41% | 4,203 NS | July 31, 2026 | N-PORT |
| BSMS · Invesco Exchange-Traded Self-Indexe… | 0.39% | 1,250,000 | Oct. 2, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.38% | 6,412 SH | Aug. 19, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.32% | 2,280 NS | July 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.28% | 3,423 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.28% | 4,147 SH | Oct. 2, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.27% | 17,846 SH | Aug. 19, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.27% | 5,412 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.25% | 10,872 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.24% | 50,415 SH | Aug. 19, 2026 | Daily |
| BSMT · Invesco Exchange-Traded Self-Indexe… | 0.23% | 650,000 | Oct. 2, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.23% | 18,121 NS | July 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.22% | 13,600 SH | Oct. 2, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 13,666 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 3,128 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 458 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.21% | 11,247 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.20% | 824 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 95,353 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 457,060 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.15% | 4,937 SH | Sept. 11, 2026 | Daily |
| IYF · iShares Trust | 0.14% | 21,080 SH | Sept. 11, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.14% | 6,334 SH | Oct. 2, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 34,717 NS | July 31, 2026 | N-PORT |
| BSMR · Invesco Exchange-Traded Self-Indexe… | 0.13% | 465,000 | Oct. 2, 2026 | Daily |
| SMMD · iShares Trust | 0.13% | 16,973 SH | Sept. 11, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.12% | 3,078 SH | Aug. 19, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.11% | 8,248 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 720,100 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 358,022 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.10% | 51,133 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.10% | 2,265 SH | Sept. 11, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.10% | 505 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.09% | 46,972 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.09% | 8,571 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.08% | 1,380 NS | July 31, 2026 | N-PORT |
| BSMU · Invesco Exchange-Traded Self-Indexe… | 0.07% | 195,000 | Oct. 2, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.07% | 105,000 | Oct. 2, 2026 | Daily |
| IWR · iShares Trust | 0.07% | 128,781 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 1,817 SH | Oct. 2, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.06% | 4,272 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.05% | 3,678 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.04% | 66,259 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.04% | 176,172 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.04% | 124,987 SH | Aug. 19, 2026 | Daily |
| DGRO · iShares Trust | 0.04% | 53,390 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.04% | 3,710 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.03% | 887 SH | Oct. 2, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 995 SH | Oct. 2, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 69,446 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 8,399 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 18,897 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 7,073 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 1,360 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 6,864 SH | Oct. 2, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 9,606 NS | July 31, 2026 | N-PORT |
| IUSG · iShares Trust | 0.01% | 15,681 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 43,448 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 9,140 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 21,610 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 1,306 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.01% | 11,323 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 997,136 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 27,581 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,136 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,640 SH | Aug. 19, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,426 SH | Oct. 2, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IJH · iShares Trust | · | 1,094,298 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 104,894 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 66,865 SH | Aug. 21, 2026 | Daily |
| IAK · iShares Trust | · | 16,625 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 4,266 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 1,418 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 3,572 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 34,164 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 2,340 SH | Sept. 1, 2026 | Daily |
PRI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
6 analysts · 2026-09-28Mean target $324.50 +17.8%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | · |
| PRU | · | · | · | · | · | · |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | · |
| UNM | · | · | · | · | · | · |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | · |
| OSCR | · | -8.5 | 27.5% | -3.8% | -44.5% | · |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | · |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | · |
| GNW | $3.54B | 16.7 | 0.08% | 3.0% | 2.6% | · |
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