Form 8-K

8-K — Primerica, Inc.

Accession: 0001193125-26-335260

Filed: 2026-08-05

Period: 2026-08-05

CIK: 0001475922

SIC: 6311 (LIFE INSURANCE)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — pri-20260805.htm (Primary)

EX-99.1 (pri-ex99_1.htm)

EX-99.2 (pri-ex99_2.htm)

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XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: pri-20260805.htm · Sequence: 1

8-K

false000147592200014759222026-08-052026-08-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

DATE OF REPORT (Date of earliest event reported): August 5, 2026

Primerica, Inc.

(Exact Name of Registrant as Specified in Its Charter)

Delaware

001-34680

27-1204330

(State or other jurisdiction of

incorporation)

(Commission File Number)

(IRS Employer

Identification No.)

1 Primerica Parkway

Duluth, Georgia 30099

(Address of Principal Executive Offices, and Zip Code)

(770) 381-1000

(Registrant’s telephone number, including area code)

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock

PRI

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On August 5, 2026, Primerica, Inc. (the “Company”) announced its results of operations for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1.

The information provided pursuant to this Item 2.02, including Exhibit 99.1 in Item 9.01, is “furnished” and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, and shall not be incorporated by reference in any filing made by the Company under the Exchange Act or the Securities Act of 1933, as amended (the “Securities Act”), except to the extent expressly set forth by specific reference in any such filings.

Use of Non-GAAP Financial Measures.

In addition to reporting financial results in accordance with U.S. generally accepted accounting principles (“GAAP”), the Company presents certain non-GAAP financial measures. Specifically, the Company presents adjusted direct premiums, other ceded premiums, adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income, diluted adjusted operating earnings per share and adjusted stockholders’ equity.

Adjusted direct premiums and other ceded premiums are net of amounts ceded under coinsurance transactions that were executed concurrent with our initial public offering (the “IPO coinsurance transactions”) for all periods presented. We exclude amounts ceded under the IPO coinsurance transactions in measuring adjusted direct premiums and other ceded premiums to present meaningful comparisons of the actual premiums economically maintained by the Company. Amounts ceded under the IPO coinsurance transactions will continue to decline over time as policies terminate within this block of business.

Adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income and diluted adjusted operating earnings per share exclude the impact of investment gains (losses), including credit impairments, and fair value mark-to-market (“MTM”) investment adjustments for all periods presented. We exclude investment gains (losses), including credit impairments, and MTM investment adjustments in measuring these non-GAAP financial measures to eliminate period-over-period fluctuations that may obscure comparisons of operating results due to items such as the timing of recognizing gains (losses) and market pricing variations prior to an invested asset’s maturity or sale that are not directly associated with the Company’s insurance operations.

Adjusted stockholders’ equity excludes the impact of net unrealized investment gains (losses) recorded in accumulated other comprehensive income (loss) for all periods presented. We exclude unrealized investment gains (losses) in measuring adjusted stockholders’ equity as unrealized gains (losses) from the Company’s available-for-sale securities are largely caused by market movements in interest rates and credit spreads that do not necessarily correlate with the cash flows we will ultimately realize when an available-for-sale security matures or is sold. Adjusted stockholders’ equity also excludes the difference in future policy benefits calculated using the current discount rate and future policy benefits calculated using the locked-in discount rate at contract issuance recognized in accumulated other comprehensive income (loss). We exclude the impact from the difference in the discount rate in measuring adjusted stockholders' equity as such difference is caused by market movements in interest rates that are not permanent and may not align with the cash flows we will ultimately incur when policy benefits are settled.

Our definitions of these non-GAAP financial measures may differ from the definitions of similar measures used by other companies. Management uses these non-GAAP financial measures in making financial, operating and planning decisions and in evaluating the Company’s performance. Furthermore, management believes that these non-GAAP financial measures may provide users with additional

2

meaningful comparisons between current results and results of prior periods as they are expected to be reflective of the core ongoing business. These measures have limitations and users should not consider them in isolation or as a substitute for analysis of the Company’s results as reported under GAAP.

Reconciliations of GAAP to non-GAAP financial measures are included as attachments to the press release which has been posted in the “Investor Relations” section of our website at https://investors.primerica.com.

Item 7.01 Regulation FD Disclosure.

On August 5, 2026, the Company posted to the “Investor Relations” section of its website certain supplemental financial information relating to the quarter ended June 30, 2026. A copy of the supplemental financial information is attached hereto as Exhibit 99.2.

The information provided pursuant to this Item 7.01, including Exhibit 99.2 in Item 9.01, is “furnished” and shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of such section, and shall not be incorporated by reference in any filing made by the Company under the Exchange Act or the Securities Act, except to the extent expressly set forth by specific reference in any such filings.

Item 9.01.

Financial Statements and Exhibits.

(d) Exhibits.

99.1

Press Release dated August 5, 2026 – Primerica Reports Second Quarter 2026 Results

99.2

Primerica, Inc. Supplemental Financial Information – Second Quarter 2026

104

Cover Page from this Current Report on Form 8-K, formatted in Inline XBRL

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 5, 2026

PRIMERICA, INC.

/s/ Tracy Tan

Tracy Tan

Executive Vice President and Chief Financial Officer

3

EX-99.1

EX-99.1

Filename: pri-ex99_1.htm · Sequence: 2

EX-99.1

PRIMERICA REPORTS SECOND QUARTER 2026 RESULTS

Record investment sales of $4.4 billion, up 23%

All-time high client asset values ended the quarter at $140 billion, up 16%

Life-licensed sales force totaled 148,612 at June 30, 2026

Net premiums increased 1%; adjusted direct premiums increased 3%

Net earnings per diluted share (EPS) of $6.45 increased 19%; return on stockholders’ equity (ROE) of 32.1%

Diluted adjusted operating EPS of $6.41 increased 17%; adjusted net operating income return on adjusted stockholders’ equity (ROAE) of 33.1%

Repurchases of $135 million of common stock during the quarter;

declared dividend of $1.20 per share payable on September 14, 2026

Duluth, GA, Aug. 5, 2026 – Primerica, Inc. (NYSE: PRI) reported financial results for the quarter ended June 30, 2026. Total revenues of $865 million increased 9% compared to the second quarter of 2025. Net income of $202 million increased 13% and net earnings per diluted share of $6.45 increased 19% compared to the prior year period.

Adjusted operating revenues of $863 million increased 8% compared to the second quarter of 2025. Adjusted net operating income of $201 million increased 11%, while adjusted operating earnings per diluted share of $6.41 increased 17% compared to the prior year period.

During the second quarter of 2026, the Company's financial results reflected continued strength in its investment business. Sales growth was driven by strong client demand and attractive product offerings, while favorable equity market performance contributed to client asset value growth. The Term Life business continued to generate stable earnings and predictable cash flow, reflecting the Company’s large in-force block of term life insurance policies.

“Our second quarter results demonstrated the strength and resilience of Primerica’s complementary business model, with our insurance business providing stability while our investment business drives growth,” said Glenn Williams, Chief Executive Officer. “The

1

need for our products and services remains strong, and our representatives continue to play an important role in helping underserved middle-income families address their protection needs and build long-term financial security.”

Second Quarter Distribution & Segment Results

Distribution Results

Q2 2026

Q2 2025

% Change

Life-Licensed Sales Force

148,612

152,592

(3

)%

Recruits

82,346

80,924

2

%

New Life-Licensed Representatives

11,020

12,903

(15

)%

Life Insurance Policies Issued

78,904

89,850

(12

)%

Life Productivity (1)

0.18

0.20

*

Issued Term Life Face Amount ($ billions) (2)

$

27.7

$

30.3

(8

)%

ISP Product Sales ($ billions)

$

4.4

$

3.5

23

%

Average Client Asset Values ($ billions)

$

135.5

$

114.0

19

%

Closed U.S. Mortgage Volume ($ million brokered)

$

150.6

$

132.8

13

%

(1)

Life productivity equals the average monthly policies issued divided by the average number of life insurance licensed representatives.

(2)

Includes face amount on issued term life policies, additional riders added to existing policies, and face increases under increasing benefit riders.

* Not calculated or less than 1%

Segment Results

Q2 2026

Q2 2025

% Change

($ in thousands)

Adjusted Operating Revenues:

Term Life Insurance

$

443,605

$

441,834

*

Investment and Savings Products

360,518

298,298

21

%

Corporate and Other Distributed Products (1)

59,253

55,886

6

%

Total adjusted operating revenues (1)

$

863,376

$

796,018

8

%

Adjusted Operating Income (Loss) before

income taxes:

Term Life Insurance

$

148,479

$

155,012

(4

)%

Investment and Savings Products

104,215

79,421

31

%

Corporate and Other Distributed Products (1)

3,834

2,748

40

%

Total adjusted operating income before income taxes (1)

$

256,528

$

237,181

8

%

(1)

See the Non-GAAP Financial Measures section and the Adjusted Operating Results reconciliation tables at the end of this release for additional information.

* Not calculated or less than 1%

2

Life Insurance Licensed Sales Force

During the second quarter of 2026, recruiting increased 2% year-over-year to 82,346 new recruits. A total of 11,020 representatives obtained a new life insurance license, decreasing 15% compared to the prior year period. The life-licensed sales force totaled 148,612 as of June 30, 2026.

Term Life Insurance

During the second quarter of 2026, estimated annualized issued premium of $89.9 million decreased 9% compared to the prior year period. The Company issued 78,904 new life insurance policies, representing 12% fewer policies than the prior year period, with total face amount issued of $27.7 billion.

Second quarter Term Life revenues were $444 million, with 3% growth in adjusted direct premiums. Pre-tax income was $148 million, 4% lower compared to the prior year period. The current year period included a $4.9 million remeasurement gain compared to a $5.7 million remeasurement gain during the prior year period. The benefits and claims ratio was 57.9% and the DAC amortization and insurance commissions ratio was 12.3%, in line with the prior year period. The insurance expense ratio was 8.4% compared to 7.6% in the prior year period. The Term Life segment operating margin was 21.3%.

Investment and Savings Products (ISP)

During the second quarter of 2026, total product sales were $4.4 billion, a 23% increase compared to the prior year period. Strong client demand across product lines and favorable equity market performance contributed to growth in both sales and client asset values. Client asset values ended the quarter at $140 billion, up 16% year-over-year, while flows remained positive with net inflows of $397 million during the second quarter of 2026.

Second quarter ISP revenues of $361 million increased 21% compared to the prior year period, while income before income taxes of $104 million increased 31% year-over-year. Sales-based commission revenues increased 17%, largely in line with commissionable sales. Asset-based commission revenues increased 28%, outpacing the 19% increase in average client asset values due to a favorable product mix, including continued growth in U.S. managed accounts and Canadian mutual funds distributed under the principal distributor model.

Corporate and Other Distributed Products

During the second quarter of 2026, the Corporate and Other Distributed Products segment recorded pre-tax adjusted operating income of $3.8 million compared to $2.7 million in the prior year period. The increase was primarily driven by higher net investment income reflecting continued growth in the invested asset portfolio.

Taxes

The effective income tax rate was 21.7% during the second quarter of 2026 compared with 23.9% in the second quarter of 2025.

3

Capital

During the second quarter of 2026, the Company repurchased $135 million of common stock and paid approximately $37 million in dividends, returning $172 million to stockholders. Year-to-date capital returned to stockholders totaled approximately $352 million.

The Board of Directors approved a dividend of $1.20 per share payable on September 14, 2026, to stockholders of record on August 21, 2026. Primerica Life Insurance Company's estimated statutory risk-based capital ratio was approximately 440% as of June 30, 2026.

Non-GAAP Financial Measures

In addition to reporting financial results in accordance with U.S. generally accepted accounting principles (GAAP), the Company presents certain non-GAAP financial measures. Specifically, the Company presents adjusted direct premiums, other ceded premiums, adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income, diluted adjusted operating earnings per share and adjusted stockholders' equity.

Adjusted direct premiums and other ceded premiums are net of amounts ceded under coinsurance transactions that were executed concurrent with our initial public offering (the IPO coinsurance transactions) for all periods presented. We exclude amounts ceded under the IPO coinsurance transactions in measuring adjusted direct premiums and other ceded premiums to present meaningful comparisons of the actual premiums economically maintained by the Company. Amounts ceded under the IPO coinsurance transactions will continue to decline over time as policies terminate within this block of business.

Adjusted operating revenues, adjusted operating income before income taxes, adjusted net operating income and diluted adjusted operating earnings per share exclude the impact of investment gains (losses), including credit impairments, and fair value mark-to-market (MTM) investment adjustments for all periods presented. We exclude investment gains (losses), including credit impairments, and MTM investment adjustments in measuring these non-GAAP financial measures to eliminate period-over-period fluctuations that may obscure comparisons of operating results due to items such as the timing of recognizing gains (losses) and market pricing variations prior to an invested asset’s maturity or sale that are not directly associated with the Company’s insurance operations.

Adjusted stockholders’ equity excludes the impact of net unrealized investment gains (losses) recorded in accumulated other comprehensive income (loss) for all periods presented. We exclude unrealized investment gains (losses) in measuring adjusted stockholders’ equity as unrealized gains (losses) from the Company’s available-for-sale securities are largely caused by market movements in interest rates and credit spreads that do not necessarily correlate with the cash flows we will ultimately realize when an available-for-sale security matures or is sold. Adjusted stockholders’ equity also excludes

4

the difference in future policy benefits calculated using the current discount rate and future policy benefits calculated using the locked-in discount rate at contract issuance recognized in accumulated other comprehensive income (loss). We exclude the impact from the difference in the discount rate in measuring adjusted stockholders' equity as such difference is caused by market movements in interest rates that are not permanent and may not align with the cash flows we will ultimately incur when policy benefits are settled.

Our definitions of these non-GAAP financial measures may differ from the definitions of similar measures used by other companies. Management uses these non-GAAP financial measures in making financial, operating and planning decisions and in evaluating the Company’s performance. Furthermore, management believes that these non-GAAP financial measures may provide users with additional meaningful comparisons between current results and results of prior periods as they are expected to be reflective of the core ongoing business. These measures have limitations and users should not consider them in isolation or as a substitute for analysis of the Company’s results as reported under GAAP. Reconciliations of GAAP to non-GAAP financial measures are attached to this release.

Earnings Webcast Information

Primerica will hold a webcast on Thursday, August 6, 2026, at 10:00 a.m. (ET), to discuss the quarter’s results. To access the webcast, go to https://investors.primerica.com at least 15 minutes prior to the event to register, download and install any necessary software. A replay of the call will be available for approximately 30 days. This release and a detailed financial supplement will be posted on Primerica’s website.

Forward-Looking Statements

Except for historical information contained in this press release, the statements in this release are forward-looking and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements contain known and unknown risks and uncertainties that may cause our actual results in future periods to differ materially from anticipated or projected results. Those risks and uncertainties include, among others, our failure to continue to attract and license new recruits, retain independent sales representatives or license or maintain the licensing of independent sales representatives; laws or regulations that could apply to our distribution model, which could require us to modify our distribution structure; changes to the independent contractor status of sales representatives; our or independent sales representatives’ violation of or non-compliance with laws and regulations; litigation and regulatory investigations and actions concerning us or independent sales representatives; differences between our actual experience and our expectations regarding mortality, reinsurance, persistency, or disability as reflected in the pricing for our insurance policies; changes in federal, state and provincial legislation or regulation that affects our insurance, investment product and mortgage businesses; our failure to meet regulatory capital ratios or other minimum capital and surplus requirements; a significant downgrade by a ratings organization; the failure of our reinsurers or reserve

5

financing counterparties to perform their obligations; the failure of our investment products to remain competitive with other investment options or the loss of our relationship with one or more of the companies whose investment products we provide; heightened standards of conduct or more stringent licensing requirements for independent sales representatives; inadequate policies and procedures regarding suitability review of client transactions; revocation of our subsidiary’s status as a non-bank custodian; a significant change to or disruption in the mortgage lenders’ mortgage businesses or an inability of the mortgage lenders to satisfy their contractual obligations to us; changes in prevailing mortgage interest rates or U.S. monetary policies that affect mortgage interest rates; economic downcycles that impact our business, financial condition and results of operations; major public health pandemics, epidemics or outbreaks or other catastrophic events; the failure of our or a third-party partner’s information technology systems, breach of our information security, failure of our business continuity plan or the loss of the Internet; any failure to protect the confidentiality of client information; the current legislative and regulatory climate with regard to privacy and cybersecurity; cyber-attack(s), security breaches; the development and use of artificial intelligence; the efficiency and success of business initiatives taken to enhance our technology, products and services; the effects of credit deterioration and interest rate fluctuations on our invested asset portfolio and other assets; incorrectly valuing our investments; changes in accounting standards may impact how we record and report our financial condition and results of operations; the inability of our subsidiaries to pay dividends or make distributions; laws and regulations in the U.S. and Canada, executive branch actions, orders and policies, judicial rulings and decisions by public officials impacting our business; the legislative and regulatory environment regarding climate change; litigation and regulatory investigations and actions; a significant change in the competitive environment in which we operate; the loss of key personnel or sales force leaders; inability to effectively execute our corporate strategy; and fluctuations in the market price of our common stock or Canadian currency exchange rates. These and other risks and uncertainties affecting us are more fully described in our filings with the Securities and Exchange Commission, which are available in the "Investor Relations" section of our website at https://investors.primerica.com. Primerica assumes no duty to update its forward-looking statements as of any future date.

About Primerica, Inc.

Primerica, Inc. is a leading diversified financial services distribution company serving middle-income households in the United States and Canada. Our licensed representatives educate families on how to prepare for a more secure financial future and help them achieve their financial goals with our term life insurance and third-party mutual funds, managed accounts, annuities, loans and other financial products. We insured over 5.5 million lives and had approximately 3.1 million client investment accounts as of December 31, 2025. Through our life insurance subsidiaries in North America, in 2025 Primerica was the #3 issuer of term life insurance, which we largely reinsure. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is traded on The New York Stock Exchange under the symbol “PRI”. We are headquartered in Duluth, Georgia.

6

Investor Contact:

Nicole Russell

470-564-6663

Email: Nicole.Russell@Primerica.com

Media Contact:

Susan Chana

404-229-8302

Email: Susan.Chana@Primerica.com

7

PRIMERICA, INC. AND SUBSIDIARIES

Condensed Consolidated Balance Sheets

(Unaudited)

June 30, 2026

December 31, 2025

(In thousands)

Assets

Investments:

Fixed-maturity securities available-for-sale, at fair value

$

3,471,682

$

3,265,246

Fixed-maturity security held-to-maturity, at amortized cost

1,073,520

1,175,380

Short-term investments available-for-sale, at fair value

4,950

-

Equity securities, at fair value

29,265

26,433

Trading securities, at fair value

32,376

12,801

Policy loans and other invested assets

120,736

56,233

Total investments

4,732,529

4,536,093

Cash and cash equivalents

600,183

756,227

Accrued investment income

33,330

30,122

Reinsurance recoverables

2,450,745

2,564,952

Deferred policy acquisition costs, net

3,991,486

3,915,998

Agent balances, due premiums and other receivables

291,440

275,171

Intangible asset

45,275

45,275

Income taxes

181,028

177,302

Operating lease right-of-use assets

39,697

41,900

Other assets

259,728

387,776

Separate account assets

2,156,498

2,281,520

Total assets

$

14,781,939

$

15,012,336

Liabilities and stockholders' equity

Liabilities:

Future policy benefits

$

6,803,364

$

6,818,179

Unearned and advance premiums

16,423

15,521

Policy claims and other benefits payable

489,108

495,356

Other policyholders' funds

344,437

356,427

Note payable

595,716

595,315

Surplus note

1,073,291

1,175,119

Income taxes

24,907

147,960

Operating lease liabilities

46,852

49,565

Other liabilities

619,810

546,596

Payable under securities lending

88,579

84,876

Separate account liabilities

2,156,498

2,281,520

Total liabilities

12,258,985

12,566,434

Common stock

309

318

Retained earnings

2,473,436

2,416,149

Accumulated other comprehensive income (loss), net of income tax:

Effect of change in discount rate assumptions on the liability for future policy benefits

190,796

134,594

Unrealized foreign currency translation gains (losses)

(30,952

)

(15,836

)

Net unrealized gains (losses) on available-for-sale securities

(110,635

)

(89,323

)

Total stockholders' equity

2,522,954

2,445,902

Total liabilities and stockholders' equity

$

14,781,939

$

15,012,336

8

PRIMERICA, INC. AND SUBSIDIARIES

Condensed Consolidated Statements of Income

(Unaudited)

Three months ended June 30,

2026

2025

(In thousands, except per-share amounts)

Revenues:

Direct premiums

$

877,754

$

866,254

Ceded premiums

(442,280

)

(433,408

)

Net premiums

435,474

432,846

Commissions and fees

368,610

306,032

Net investment income

43,738

40,928

Investment gains (losses)

1,691

(2,866

)

Other, net

15,554

16,394

Total revenues

865,067

793,334

Benefits and expenses:

Benefits and claims

147,328

152,494

Future policy benefits remeasurement (gain) loss

(5,038

)

(5,895

)

Amortization of deferred policy acquisition costs

85,128

80,043

Sales commissions

201,924

166,291

Insurance expenses

71,159

64,362

Insurance commissions

5,778

5,751

Interest expense

5,833

6,000

Other operating expenses

94,736

89,791

Total benefits and expenses

606,848

558,837

Income before income taxes

258,219

234,497

Income taxes

55,941

56,153

Net income

$

202,278

$

178,344

Earnings per share attributable to common stockholders:

Basic earnings per share

$

6.46

$

5.41

Diluted earnings per share

$

6.45

$

5.40

Weighted-average shares used in computing

earnings per share:

Basic

31,196

32,870

Diluted

31,237

32,911

9

PRIMERICA, INC. AND SUBSIDIARIES

Consolidated Adjusted Operating Results Reconciliation

(Unaudited)

Three months ended June 30,

2026

2025

% Change

(In thousands, except per-share amounts)

Total revenues

$

865,067

$

793,334

9

%

Less: Investment (losses) gains

1,691

(2,866

)

Less: 10% deposit asset MTM included in NII

-

182

Adjusted operating revenues

$

863,376

$

796,018

8

%

Income before income taxes

$

258,219

$

234,497

10

%

Less: Investment (losses) gains

1,691

(2,866

)

Less: 10% deposit asset MTM included in NII

-

182

Adjusted operating income before income taxes

$

256,528

$

237,181

8

%

Net Income

$

202,278

$

178,344

13

%

Less: Investment (losses) gains

1,691

(2,866

)

Less: 10% deposit asset MTM included in NII

-

182

Less: Tax impact of preceding items

(366

)

643

Adjusted net operating income

$

200,953

$

180,385

11

%

Diluted earnings per share

$

6.45

$

5.40

19

%

Less: Net after-tax impact of operating adjustments

0.04

(0.06

)

Diluted adjusted operating earnings per share

$

6.41

$

5.46

17

%

10

TERM LIFE INSURANCE SEGMENT

Adjusted Premiums Reconciliation

(Unaudited)

Three months ended June 30,

2026

2025

% Change

(In thousands)

Direct premiums

$

873,604

$

861,919

1

%

Less: Premiums ceded to IPO coinsurers

176,766

187,988

Adjusted direct premiums

696,838

673,931

3

%

Ceded premiums

(441,242

)

(432,306

)

Less: Premiums ceded to IPO coinsurers

(176,766

)

(187,988

)

Other ceded premiums

(264,476

)

(244,318

)

Net premiums

$

432,362

$

429,613

1

%

CORPORATE AND OTHER DISTRIBUTED PRODUCTS SEGMENT

Adjusted Operating Results Reconciliation

(Unaudited)

Three months ended June 30,

2026

2025

% Change

(In thousands)

Total revenues

$

60,944

$

53,202

15

%

Less: Investment gains (losses)

1,691

(2,866

)

Less: 10% deposit asset MTM included in NII

-

182

Adjusted operating revenues

$

59,253

$

55,886

6

%

Income (loss) before income taxes

$

5,525

$

64

NM

Less: Investment gains (losses)

1,691

(2,866

)

Less: 10% deposit asset MTM included in NII

-

182

Adjusted operating income (loss) before income taxes

$

3,834

$

2,748

40

%

PRIMERICA, INC. AND SUBSIDIARIES

Adjusted Stockholders' Equity Reconciliation

(Unaudited)

June 30, 2026

December 31, 2025

% Change

(In thousands)

Stockholders' equity

$

2,522,954

$

2,445,902

3

%

Less: Net unrealized gains (losses)

(110,635

)

(89,323

)

Less: Effect of change in discount rate assumptions

on the liability for future policy benefits

190,796

134,594

Adjusted stockholders' equity

$

2,442,793

$

2,400,631

2

%

11

EX-99.2

EX-99.2

Filename: pri-ex99_2.htm · Sequence: 3

EX-99.2

Exhibit 99.2

Supplemental Financial Information

Second Quarter 2026

Table of Contents

PRIMERICA, INC.

Financial Supplement

Page

Preface, definition of non-GAAP financial measures

3

Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures

4

Financial results and other statistical data

5

Statements of income

6

Reconciliation of statement of income GAAP to non-GAAP financial measures

7

Segment operating results

Term Life Insurance segment - financial results, financial analysis, and key statistics

8-9

Investment and Savings Products segment - financial results, financial analysis, and key statistics

10-11

Corporate & Other Distributed Products segment - financial results

12

Investment portfolio

13-15

Five-year historical key statistics

16

This document may contain forward-looking statements and information. Additional information and factors that could cause actual results to differ materially from any forward-looking statements or information in this document is available in our Form 10-K for the year ended December 31, 2025.

2 of 16

Preface

PRIMERICA, INC.

Financial Supplement

Second Quarter 2026

This document is a financial supplement to our second quarter 2026 earnings release. It is designed to enable comprehensive analysis of our ongoing business using the same core metrics that our management utilizes in assessing our business and making strategic and operational decisions. Throughout this document we provide financial information that is derived from our U.S. GAAP financial statements and adjusted for three different purposes, as follows:

•Operating adjustments exclude the impact of investment gains/losses, including credit impairments and mark-to-market (MTM) investment adjustments. We exclude investment gains/losses, including credit impairments, and MTM investment adjustments in measuring adjusted operating revenues to eliminate period-over-period fluctuations that may obscure comparisons of operating results due to items such as the timing of recognizing gains and losses and other factors prior to an invested asset's maturity or sale that are not directly associated with the Company's insurance operations. Adjusted net operating income and diluted adjusted operating earnings per share also exclude the tax effect of pre-tax operating adjustments.

•Adjusted stockholders’ equity refers to the removal of the impact of net unrealized gains and losses on invested assets. We exclude unrealized investment gains and losses in measuring adjusted stockholders' equity as unrealized gains and losses from the Company's invested assets are largely caused by market movements in interest rates and credit spreads that do not necessarily correlate with the cash flows we will ultimately realize when an invested asset matures or is sold. Adjusted stockholders' equity also excludes the difference in future policy benefits calculated using the current discount rate and future policy benefits calculated using the locked-in discount rate at contract issuance recognized in accumulated other comprehensive income. We exclude the impact from the difference in the discount rate in measuring adjusted stockholders' equity as it is caused by market movements in interest rates that are not permanent and may not align with the cash flow we will ultimately incur when policy benefits are settled.

•IPO coinsurance transactions adjustments relate to transactions in the first quarter of 2010, where we coinsured between 80% and 90% of our business that was in-force at year-end 2009 to entities then affiliated with Citigroup Inc. that were executed concurrent with our initial public offering (IPO). We exclude amounts ceded under the IPO coinsurance transactions in measuring adjusted direct premiums and other ceded premiums to present meaningful comparisons of the actual premiums economically maintained by the Company. Amounts ceded under the IPO coinsurance transactions will continue to decline over time as policies terminate within this block of business.

Management utilizes these non-GAAP financial measures in managing the business and believes they present relevant and meaningful analytical metrics for evaluating the ongoing business. Reconciliations of non-GAAP to GAAP financial measures are included in this financial supplement.

Certain items throughout this supplement may not add due to rounding and as such, may not agree to other public reporting of the respective item. Certain items throughout this supplement are noted as ‘na’ to indicate not applicable. Certain variances are noted as ‘nm’ to indicate not meaningful.

3 of 16

Balance Sheets and Reconciliation of Balance Sheet Non-GAAP to GAAP Financial Measures

PRIMERICA, INC.

Financial Supplement

(Dollars in thousands)

Mar 31,

2025

Jun 30,

2025

Sep 30,

2025

Dec 31,

2025

Mar 31,

2026

Jun 30,

2026

Sep 30,

2026

Dec 31,

2026

Balance Sheets

Assets:

Investments and cash excluding securities held to maturity

$

3,784,534

$

3,798,697

$

3,885,589

$

4,116,941

$

4,206,352

$

4,259,192

Securities held to maturity

1,285,340

1,258,800

1,241,540

1,175,380

1,130,730

1,073,520

Total investments and cash

5,069,874

5,057,497

5,127,129

5,292,321

5,337,082

5,332,712

Reinsurance recoverables

2,722,544

2,698,144

2,596,597

2,564,952

2,480,051

2,450,745

Deferred policy acquisition costs

3,742,693

3,817,119

3,863,442

3,915,998

3,954,334

3,991,486

Other assets

935,802

938,583

946,717

957,544

783,400

850,498

Separate account assets

2,118,098

2,318,492

2,313,874

2,281,520

2,122,558

2,156,498

Total assets

$

14,589,010

$

14,829,834

$

14,847,759

$

15,012,336

$

14,677,426

$

14,781,939

Liabilities:

Future policy benefits

$

6,637,937

$

6,719,044

$

6,816,778

$

6,818,179

$

6,728,920

$

6,803,364

Other policy liabilities

907,038

906,558

862,242

867,305

848,328

849,968

Other liabilities

692,224

641,378

618,061

744,121

646,724

691,570

Debt obligations

594,713

594,913

595,114

595,315

595,516

595,716

Surplus note

1,285,032

1,258,508

1,241,263

1,175,119

1,130,485

1,073,291

Payable under securities lending

97,560

83,425

104,535

84,876

85,020

88,579

Separate account liabilities

2,118,098

2,318,492

2,313,874

2,281,520

2,122,558

2,156,498

Total liabilities

12,332,601

12,522,318

12,551,868

12,566,435

12,157,552

12,258,986

Stockholders’ equity:

Common stock ($0.01 par value) (1)

330

325

321

318

313

309

Paid-in capital

—

—

—

—

—

—

Retained earnings

2,253,435

2,270,996

2,319,750

2,416,149

2,440,207

2,473,436

Accumulated other comprehensive income (loss), net:

Net unrealized gains (losses)

(133,764

)

(124,629

)

(91,680

)

(89,323

)

(121,051

)

(110,635

)

Effect of change in discount rate assumptions on the liability for future policy benefits

171,599

174,626

89,692

134,594

223,792

190,796

Cumulative translation adjustment

(35,191

)

(13,803

)

(22,191

)

(15,836

)

(23,388

)

(30,952

)

Total stockholders’ equity

2,256,409

2,307,516

2,295,892

2,445,901

2,519,874

2,522,953

Total liabilities and stockholders' equity

$

14,589,010

$

14,829,834

$

14,847,759

$

15,012,336

$

14,677,426

$

14,781,939

Reconciliation of Total Stockholders' Equity to Adjusted Stockholders' Equity

Total stockholders' equity

$

2,256,409

$

2,307,516

$

2,295,892

$

2,445,901

$

2,519,874

$

2,522,953

Less: Net unrealized gains (losses)

(133,764

)

(124,629

)

(91,680

)

(89,323

)

(121,051

)

(110,635

)

Less: Effect of change in discount rate assumptions on the liability for future policy benefits

171,599

174,626

89,692

134,594

223,792

190,796

Adjusted stockholders’ equity

$

2,218,574

$

2,257,519

$

2,297,880

$

2,400,630

$

2,417,133

$

2,442,793

Adjusted Stockholders' Equity Rollforward

Balance, beginning of period

$

2,197,050

$

2,218,574

$

2,257,519

$

2,297,880

$

2,400,630

$

2,417,133

Net Income

169,051

178,344

206,793

197,047

190,096

202,278

Shareholder dividends

(34,736

)

(34,209

)

(33,819

)

(33,288

)

(38,117

)

(37,480

)

Retirement of shares

(126,637

)

(129,124

)

(129,000

)

(74,654

)

(140,974

)

(135,295

)

Net foreign currency translation adjustment

(424

)

21,388

(8,388

)

6,355

(7,551

)

(7,565

)

Other, net

14,270

2,546

4,775

7,291

13,049

3,722

Balance, end of period

$

2,218,574

$

2,257,519

$

2,297,880

$

2,400,630

$

2,417,133

$

2,442,793

Deferred Policy Acquisition Costs Rollforward

Balance, beginning of period

$

3,680,430

$

3,742,693

$

3,817,119

$

3,863,442

$

3,915,998

$

3,954,334

General expenses deferred

10,883

11,605

11,235

10,368

11,363

10,958

Commission costs deferred

130,162

126,272

122,850

120,125

117,128

116,730

Amortization of deferred policy acquisition costs

(78,550

)

(80,043

)

(81,498

)

(82,813

)

(84,260

)

(85,128

)

Foreign currency impact and other, net

(232

)

16,592

(6,263

)

4,876

(5,895

)

(5,409

)

Balance, end of period

$

3,742,693

$

3,817,119

$

3,863,442

$

3,915,998

$

3,954,334

$

3,991,486

(1)

Outstanding common shares exclude restricted stock units.

4 of 16

Financial Results and Other Statistical Data

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

(Dollars in thousands, except per-share data)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Earnings per Share

Basic earnings per share:

Weighted-average common shares and fully vested equity awards

33,292,459

32,870,061

32,404,112

31,978,688

31,680,718

31,195,872

(1,674,189

)

-5.1

%

33,080,093

31,436,955

(1,643,138

)

-5.0

%

Net income

$

169,051

$

178,344

$

206,793

$

197,047

$

190,096

$

202,278

$

23,935

13.4

%

$

347,395

$

392,374

$

44,980

12.9

%

Less income attributable to unvested participating securities

(585

)

(572

)

(678

)

(606

)

(626

)

(684

)

(112

)

-19.6

%

(1,158

)

(1,309

)

(151

)

-13.1

%

Net income used in computing basic EPS

$

168,466

$

177,772

$

206,114

$

196,441

$

189,470

$

201,594

$

23,823

13.4

%

$

346,237

$

391,065

$

44,828

12.9

%

Basic earnings per share

$

5.06

$

5.41

$

6.36

$

6.14

$

5.98

$

6.46

$

1.05

19.4

%

$

10.47

$

12.44

$

1.97

18.8

%

Adjusted net operating income

$

168,068

$

180,385

$

206,052

$

196,907

$

189,794

$

200,954

$

20,569

11.4

%

$

348,453

$

390,748

$

42,296

12.1

%

Less operating income attributable to unvested participating securities

(581

)

(579

)

(676

)

(605

)

(625

)

(679

)

(101

)

-17.4

%

(1,161

)

(1,304

)

(142

)

-12.3

%

Adjusted net operating income used in computing basic operating EPS

$

167,487

$

179,806

$

205,376

$

196,302

$

189,170

$

200,274

$

20,468

11.4

%

$

347,291

$

389,444

$

42,153

12.1

%

Basic adjusted operating income per share

$

5.03

$

5.47

$

6.34

$

6.14

$

5.97

$

6.42

$

0.95

17.4

%

$

10.50

$

12.39

$

1.89

18.0

%

Diluted earnings per share:

Weighted-average common shares and fully vested equity awards

33,292,459

32,870,061

32,404,112

31,978,688

31,680,718

31,195,872

(1,674,189

)

-5.1

%

33,080,093

31,436,955

(1,643,138

)

-5.0

%

Dilutive impact of contingently issuable shares

49,670

41,352

47,284

53,183

46,818

40,702

(650

)

-1.6

%

45,511

43,760

(1,751

)

-3.8

%

Shares used to calculate diluted EPS

33,342,129

32,911,413

32,451,396

32,031,871

31,727,536

31,236,574

(1,674,839

)

-5.1

%

33,125,604

31,480,715

(1,644,889

)

-5.0

%

Net income

$

169,051

$

178,344

$

206,793

$

197,047

$

190,096

$

202,278

$

23,935

13.4

%

$

347,395

$

392,374

$

44,980

12.9

%

Less income attributable to unvested participating securities

(584

)

(571

)

(678

)

(605

)

(625

)

(683

)

(112

)

-19.6

%

(1,156

)

(1,308

)

(151

)

-13.1

%

Net income used in computing diluted EPS

$

168,467

$

177,772

$

206,115

$

196,442

$

189,471

$

201,595

$

23,823

13.4

%

$

346,238

$

391,067

$

44,829

12.9

%

Diluted earnings per share

$

5.05

$

5.40

$

6.35

$

6.13

$

5.97

$

6.45

$

1.05

19.4

%

$

10.45

$

12.42

$

1.97

18.9

%

Adjusted net operating income

$

168,068

$

180,385

$

206,052

$

196,907

$

189,794

$

200,954

$

20,569

11.4

%

$

348,453

$

390,748

$

42,296

12.1

%

Less operating income attributable to unvested participating securities

(580

)

(578

)

(675

)

(604

)

(624

)

(679

)

(101

)

-17.4

%

(1,160

)

(1,302

)

(142

)

-12.3

%

Adjusted net operating income used in computing diluted operating EPS

$

167,487

$

179,807

$

205,377

$

196,303

$

189,170

$

200,275

$

20,468

11.4

%

$

347,293

$

389,446

$

42,153

12.1

%

Diluted adjusted operating income per share

$

5.02

$

5.46

$

6.33

$

6.13

$

5.96

$

6.41

$

0.95

17.4

%

$

10.48

$

12.37

$

1.89

18.0

%

Annualized Return on Equity

Average stockholders' equity

$

2,257,725

$

2,281,963

$

2,301,704

$

2,370,896

$

2,482,888

$

2,521,414

$

239,451

10.5

%

$

2,269,844

$

2,502,151

$

232,307

10.2

%

Average adjusted stockholders' equity

$

2,207,812

$

2,238,047

$

2,277,699

$

2,349,255

$

2,408,882

$

2,429,963

$

191,916

8.6

%

$

2,222,929

$

2,419,422

$

196,493

8.8

%

Net income return on stockholders' equity

30.0

%

31.3

%

35.9

%

33.2

%

30.6

%

32.1

%

0.8

%

nm

30.6

%

31.4

%

0.8

%

nm

Net income return on adjusted stockholders' equity

30.6

%

31.9

%

36.3

%

33.6

%

31.6

%

33.3

%

1.4

%

nm

31.3

%

32.4

%

1.2

%

nm

Adjusted net operating income return on adjusted stockholders' equity

30.4

%

32.2

%

36.2

%

33.5

%

31.5

%

33.1

%

0.8

%

nm

31.4

%

32.3

%

1.0

%

nm

Capital Structure

Debt-to-capital (1)

20.9

%

20.5

%

20.6

%

19.6

%

19.1

%

19.1

%

-1.4

%

nm

20.5

%

19.1

%

-1.4

%

nm

Debt-to-capital, excluding AOCI (1)

20.9

%

20.8

%

20.4

%

19.8

%

19.6

%

19.4

%

-1.3

%

nm

20.8

%

19.4

%

-1.3

%

nm

Cash and invested assets to stockholders' equity

2.2

x

2.2

x

2.2

x

2.2

x

2.1

x

2.1

x

(0.1

x)

nm

2.2

x

2.1

x

(0.1

x)

nm

Cash and invested assets to adjusted stockholders' equity

2.3

x

2.2

x

2.2

x

2.2

x

2.2

x

2.2

x

(0.1

x)

nm

2.2

x

2.2

x

(0.1

x)

nm

Share count, end of period (2)

33,022,554

32,545,209

32,075,564

31,809,803

31,343,338

30,898,185

(1,647,024

)

-5.1

%

32,545,209

30,898,185

(1,647,024

)

-5.1

%

Adjusted stockholders' equity per share

$

67.18

$

69.37

$

71.64

$

75.47

$

77.12

$

79.06

$

9.69

14.0

%

$

69.37

$

79.06

$

9.69

14.0

%

Financial Strength Ratings - Primerica Life Insurance Co

Moody's

A1

A1

A1

A1

A1

A1

na

na

na

na

na

na

S&P

AA-

AA-

AA-

AA-

AA-

AA-

na

na

na

na

na

na

A.M. Best

A+

A+

A+

A+

A+

A+

na

na

na

na

na

na

Holding Company Senior Debt Ratings

Moody's

Baa1

Baa1

Baa1

Baa1

Baa1

Baa1

na

na

na

na

na

na

S&P

A-

A-

A-

A-

A-

A-

na

na

na

na

na

na

A.M. Best

a-

a-

a-

a-

a-

a-

na

na

na

na

na

na

(1)

Debt-to-capital is that of the parent company only. Capital in the debt-to-capital ratio includes stockholders' equity and the note payable.

(2)

Share count reflects outstanding common shares, which excludes restricted stock units (RSUs).

5 of 16

Statements of Income

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

(Dollars in thousands)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Statements of Income

Revenues:

Direct premiums

$

858,845

$

866,254

$

868,651

$

869,030

$

871,246

$

877,754

$

11,499

1.3

%

$

1,725,099

$

1,748,999

$

23,900

1.4

%

Ceded premiums

(410,521

)

(433,408

)

(414,104

)

(420,843

)

(414,859

)

(442,280

)

(8,872

)

-2.0

%

(843,930

)

(857,139

)

(13,209

)

-1.6

%

Net premiums

448,323

432,846

454,547

448,187

456,387

435,473

2,627

0.6

%

881,169

891,860

10,691

1.2

%

Net investment income

41,671

40,928

42,431

42,122

43,283

43,738

2,810

6.9

%

82,599

87,021

4,422

5.4

%

Commissions and fees:

Sales-based (1)

111,270

115,933

118,637

131,305

136,355

135,509

19,576

16.9

%

227,204

271,864

44,661

19.7

%

Asset-based (2)

152,014

154,735

172,286

181,407

187,366

197,598

42,864

27.7

%

306,749

384,965

78,216

25.5

%

Account-based (3)

24,195

24,394

24,420

24,347

23,619

24,118

(275

)

-1.1

%

48,588

47,737

(851

)

-1.8

%

Other commissions and fees

9,477

10,970

10,146

10,326

9,401

11,385

414

3.8

%

20,448

20,786

338

1.7

%

Investment (losses) gains

757

(2,866

)

652

641

396

1,691

4,557

nm

(2,109

)

2,087

4,196

nm

Other, net

17,135

16,394

16,732

15,347

15,886

15,554

(840

)

-5.1

%

33,529

31,440

(2,089

)

-6.2

%

Total revenues

804,843

793,334

839,852

853,683

872,693

865,066

71,732

9.0

%

1,598,177

1,737,759

139,582

8.7

%

Benefits and expenses:

Benefits and claims

174,862

152,494

172,152

166,420

171,254

147,328

(5,166

)

-3.4

%

327,355

318,582

(8,774

)

-2.7

%

Future policy benefits remeasurement (gain)/loss

(3,273

)

(5,895

)

(23,114

)

(5,107

)

(7,377

)

(5,038

)

857

14.5

%

(9,168

)

(12,415

)

(3,247

)

-35.4

%

Amortization of DAC

78,550

80,043

81,498

82,813

84,260

85,128

5,085

6.4

%

158,592

169,388

10,795

6.8

%

Insurance commissions

6,124

5,751

5,499

5,621

5,618

5,778

27

0.5

%

11,875

11,396

(479

)

-4.0

%

Insurance expenses

64,805

64,362

64,131

70,168

66,567

71,159

6,797

10.6

%

129,168

137,726

8,559

6.6

%

Sales commissions:

Sales-based (1)

77,267

82,935

82,867

89,561

95,168

95,816

12,881

15.5

%

160,202

190,984

30,782

19.2

%

Asset-based (2)

76,246

78,010

87,337

93,247

95,360

100,677

22,667

29.1

%

154,256

196,037

41,781

27.1

%

Other sales commissions

4,605

5,346

4,484

5,015

4,682

5,431

85

1.6

%

9,951

10,113

162

1.6

%

Interest expense

6,004

6,000

5,985

5,968

5,861

5,833

(168

)

-2.8

%

12,005

11,693

(311

)

-2.6

%

Other operating expenses

98,338

89,792

87,333

92,904

101,882

94,736

4,944

5.5

%

188,130

196,618

8,488

4.5

%

Total benefits and expenses

583,528

558,838

568,173

606,609

623,275

606,847

48,010

8.6

%

1,142,366

1,230,122

87,756

7.7

%

Income before income taxes

221,315

234,496

271,679

247,074

249,418

258,219

23,722

10.1

%

455,811

507,637

51,826

11.4

%

Income taxes

52,264

56,153

64,886

50,027

59,322

55,941

(212

)

-0.4

%

108,417

115,263

6,846

6.3

%

Net Income

169,051

178,344

206,793

197,047

190,096

202,278

23,935

13.4

%

347,395

392,374

44,980

12.9

%

Income Before Income Taxes by Segment

Term Life Insurance

$

146,785

$

155,012

$

172,684

$

146,578

$

154,859

$

148,480

$

(6,532

)

-4.2

%

$

301,798

$

303,340

$

1,542

0.5

%

Investment & Savings Products

81,270

79,420

94,223

100,609

100,900

104,216

24,795

31.2

%

160,691

205,115

44,424

27.6

%

Corporate & Other Distributed Products

(6,741

)

64

4,771

(113

)

(6,340

)

5,523

5,459

nm

(6,677

)

(817

)

5,860

87.8

%

Income before income taxes

$

221,315

$

234,496

$

271,679

$

247,074

$

249,418

$

258,219

$

23,722

10.1

%

$

455,811

$

507,637

$

51,826

11.4

%

(1)

Sales-based - revenues or commission expenses relating to the sales of mutual funds and variable annuities.

(2)

Asset-based - revenues or commission expenses relating to the value of assets in client accounts for which we earn ongoing service, distribution, and other fees.

(3)

Account-based - revenues relating to the fee generating client accounts we administer.

6 of 16

Reconciliation of Statement of Income GAAP to Non-GAAP Financial Measures

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

(Dollars in thousands)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Reconciliation from Term Life Insurance Direct Premiums to Term Life Insurance Adjusted Direct Premiums

Term Life Insurance direct premiums

$

854,430

$

861,919

$

864,047

$

865,138

$

867,202

$

873,604

$

11,685

1.4

%

$

1,716,350

$

1,740,807

$

24,457

1.4

%

Less: Premiums ceded to IPO Coinsurers

191,477

187,988

185,392

183,123

179,575

176,766

(11,222

)

-6.0

%

379,465

356,341

(23,124

)

-6.1

%

Term Life Insurance adjusted direct premiums

$

662,953

$

673,931

$

678,655

$

682,015

$

687,627

$

696,838

$

22,907

3.4

%

$

1,336,884

$

1,384,465

$

47,581

3.6

%

Reconciliation from Term Life Insurance Ceded Premiums to Term Life Insurance Other Ceded Premiums

Term Life Insurance ceded premiums

$

(409,334

)

$

(432,306

)

$

(412,935

)

$

(419,273

)

$

(413,843

)

$

(441,242

)

$

(8,935

)

-2.1

%

$

(841,640

)

$

(855,085

)

$

(13,444

)

-1.6

%

Less: Premiums ceded to IPO Coinsurers

(191,477

)

(187,988

)

(185,392

)

(183,123

)

(179,575

)

(176,766

)

11,222

6.0

%

(379,465

)

(356,341

)

23,124

6.1

%

Term Life Insurance other ceded premiums

$

(217,857

)

$

(244,318

)

$

(227,543

)

$

(236,149

)

$

(234,269

)

$

(264,475

)

$

(20,157

)

-8.3

%

$

(462,175

)

$

(498,744

)

$

(36,568

)

-7.9

%

Reconciliation from Net Investment Income to Adjusted Net Investment Income

Net Investment Income

$

41,671

$

40,928

$

42,431

$

42,122

$

43,283

$

43,738

$

2,810

6.9

%

$

82,599

$

87,021

$

4,422

5.4

%

Less: MTM investment adjustments

530

182

321

(466

)

—

—

nm

nm

712

—

nm

nm

Adjusted net investment income

$

41,141

$

40,746

$

42,110

$

42,588

$

43,283

$

43,738

$

2,991

7.3

%

$

81,887

$

87,021

$

5,134

6.3

%

Reconciliation from C&O Income Before Income Taxes to C&O Adjusted Operating Income Before Income Taxes

Income before income taxes

$

(6,741

)

$

64

$

4,771

$

(113

)

$

(6,340

)

$

5,523

$

5,459

nm

$

(6,677

)

$

(817

)

$

5,860

87.8

%

Less: Investment gains/(losses)

757

(2,866

)

652

641

396

1,691

nm

nm

(2,109

)

2,087

nm

nm

Less: MTM investment adjustments

530

182

321

(466

)

—

—

nm

nm

712

—

nm

nm

Adjusted operating income before income taxes

$

(8,028

)

$

2,748

$

3,798

$

(288

)

$

(6,736

)

$

3,832

$

1,084

39.5

%

$

(5,280

)

$

(2,904

)

$

2,376

45.0

%

Reconciliation from Total Revenues to Adjusted Operating Revenues

Total revenues

$

804,843

$

793,334

$

839,852

$

853,683

$

872,693

$

865,066

$

71,732

9.0

%

$

1,598,177

$

1,737,759

$

139,582

8.7

%

Less: Investment (losses) gains

757

(2,866

)

652

641

396

1,691

nm

nm

(2,109

)

2,087

nm

nm

Less: MTM investment adjustments

530

182

321

(466

)

—

—

nm

nm

712

—

nm

nm

Adjusted operating revenues

$

803,556

$

796,018

$

838,879

$

853,508

$

872,297

$

863,375

$

67,357

8.5

%

$

1,599,574

$

1,735,673

$

136,099

8.5

%

Reconciliation from Income Before Income Taxes to Adjusted Operating Income Before Income Taxes

Income from continuing operations before income taxes

$

221,315

$

234,496

$

271,679

$

247,074

$

249,418

$

258,219

$

23,722

10.1

%

$

455,811

$

507,637

$

51,826

11.4

%

Less: Investment (losses) gains

757

(2,866

)

652

641

396

1,691

nm

nm

(2,109

)

2,087

nm

nm

Less: MTM investment adjustments

530

182

321

(466

)

—

—

nm

nm

712

—

nm

nm

Adjusted operating income before income taxes

$

220,028

$

237,181

$

270,706

$

246,899

$

249,023

$

256,528

$

19,348

8.2

%

$

457,208

$

505,551

$

48,342

10.6

%

Reconciliation from Net Income to Adjusted Net Operating Income

Net income

$

169,051

$

178,344

$

206,793

$

197,047

$

190,096

$

202,278

$

23,935

13.4

%

$

347,395

$

392,374

$

44,980

12.9

%

Less: Investment (losses) gains

757

(2,866

)

652

641

396

1,691

nm

nm

(2,109

)

2,087

nm

nm

Less: MTM investment adjustments

530

182

321

(466

)

—

—

nm

nm

712

—

nm

nm

Less: Tax impact of preceding items

(304

)

643

(232

)

(35

)

(94

)

(366

)

nm

nm

339

(460

)

nm

nm

Adjusted net operating income

$

168,068

$

180,385

$

206,052

$

196,907

$

189,794

$

200,954

$

20,569

11.4

%

$

348,453

$

390,748

$

42,296

12.1

%

7 of 16

Term Life Insurance - Financial Results and Analysis

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

(Dollars in thousands)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Term Life Insurance Income Before Income Taxes

Revenues:

Direct Premiums

$

854,430

$

861,919

$

864,047

$

865,138

$

867,202

$

873,604

$

11,685

1.4

%

$

1,716,350

$

1,740,807

$

24,457

1.4

%

Premiums ceded to IPO coinsurers (1)

(191,477

)

(187,988

)

(185,392

)

(183,123

)

(179,575

)

(176,766

)

11,222

6.0

%

(379,465

)

(356,341

)

23,124

6.1

%

Adjusted direct premiums (2)

662,953

673,931

678,655

682,015

687,627

696,838

22,907

3.4

%

1,336,884

1,384,465

47,581

3.6

%

Other ceded premiums (3)

(217,857

)

(244,318

)

(227,543

)

(236,149

)

(234,269

)

(264,475

)

(20,157

)

-8.3

%

(462,175

)

(498,744

)

(36,568

)

-7.9

%

Net premiums

445,096

429,613

451,112

445,866

453,359

432,363

2,750

0.6

%

874,709

885,722

11,013

1.3

%

Other, net

12,745

12,221

12,189

10,967

11,275

11,243

(978

)

-8.0

%

24,966

22,518

(2,448

)

-9.8

%

Revenues

457,842

441,834

463,301

456,832

464,634

443,606

1,772

0.4

%

899,676

908,240

8,564

1.0

%

Benefits and expenses:

Benefits and claims

171,243

148,725

168,319

163,257

167,252

144,174

(4,551

)

-3.1

%

319,968

311,425

(8,543

)

-2.7

%

Future policy benefits remeasurement (gain)/loss

(3,402

)

(5,743

)

(23,392

)

(5,190

)

(7,564

)

(4,858

)

885

15.4

%

(9,145

)

(12,422

)

(3,277

)

-35.8

%

Amortization of DAC

76,921

78,386

79,876

81,227

82,666

83,567

5,181

6.6

%

155,308

166,234

10,926

7.0

%

Insurance commissions

2,649

2,238

2,755

1,993

2,042

2,223

(15

)

-0.7

%

4,887

4,265

(622

)

-12.7

%

Insurance expenses

63,645

63,216

63,058

68,966

65,378

70,020

6,805

10.8

%

126,861

135,399

8,538

6.7

%

Benefits and expenses

311,056

286,821

290,616

310,254

309,774

295,126

8,304

2.9

%

597,878

604,900

7,022

1.2

%

Income before income taxes

$

146,785

$

155,012

$

172,684

$

146,578

$

154,859

$

148,480

$

(6,532

)

-4.2

%

$

301,798

$

303,340

$

1,542

0.5

%

Total Term Life Insurance - Financial Analysis

Post-IPO direct premiums (4)

$

538,072

$

547,938

$

551,915

$

554,372

$

559,529

$

567,669

$

19,731

3.6

%

$

1,086,010

$

1,127,197

$

41,187

3.8

%

Pre-IPO direct premiums (5)

316,359

313,981

312,132

310,766

307,674

305,935

(8,045

)

-2.6

%

630,340

613,609

(16,730

)

-2.7

%

Total direct premiums

$

854,430

$

861,919

$

864,047

$

865,138

$

867,202

$

873,604

$

11,685

1.4

%

$

1,716,350

$

1,740,807

$

24,457

1.4

%

Premiums ceded to IPO coinsurers

$

191,477

$

187,988

$

185,392

$

183,123

$

179,575

$

176,766

$

(11,222

)

-6.0

%

$

379,465

$

356,341

$

(23,124

)

-6.1

%

% of Pre-IPO direct premiums

60.5

%

59.9

%

59.4

%

58.9

%

58.4

%

57.8

%

nm

nm

60.2

%

58.1

%

nm

nm

Benefits and claims, net (6)

$

385,698

$

387,300

$

372,471

$

394,217

$

393,956

$

403,791

$

16,491

4.3

%

$

772,998

$

797,747

$

24,749

3.2

%

% of adjusted direct premiums

58.2

%

57.5

%

54.9

%

57.8

%

57.3

%

57.9

%

nm

nm

57.8

%

57.6

%

nm

nm

DAC amortization & insurance commissions

$

79,570

$

80,624

$

82,631

$

83,220

$

84,709

$

85,790

$

5,166

6.4

%

$

160,194

$

170,499

$

10,304

6.4

%

% of adjusted direct premiums

12.0

%

12.0

%

12.2

%

12.2

%

12.3

%

12.3

%

nm

nm

12.0

%

12.3

%

nm

nm

Insurance expenses, net (7)

$

50,900

$

50,995

$

50,869

$

57,999

$

54,103

$

58,777

$

7,782

15.3

%

$

101,894

$

112,880

$

10,986

10.8

%

% of adjusted direct premiums

7.7

%

7.6

%

7.5

%

8.5

%

7.9

%

8.4

%

nm

nm

7.6

%

8.2

%

nm

nm

Total Term Life income before income taxes

$

146,785

$

155,012

$

172,684

$

146,578

$

154,859

$

148,480

$

(6,532

)

-4.2

%

$

301,798

$

303,340

$

1,542

0.5

%

Term Life operating margin (8)

22.1

%

23.0

%

25.4

%

21.5

%

22.5

%

21.3

%

nm

nm

22.6

%

21.9

%

nm

nm

(1)

Premiums ceded to IPO coinsurers - premiums ceded to IPO coinsurers under the IPO coinsurance transactions excluding any reimbursements from the IPO coinsurers on previously existing reinsurance agreements.

(2)

Adjusted direct premiums - direct premiums net of premiums ceded to IPO coinsurers.

(3)

Other ceded premiums - premiums ceded to non-IPO coinsurers net of any applicable reimbursements from the IPO coinsurers.

(4)

Post-IPO direct premiums - direct premiums not subject to the 2010 IPO coinsurance transactions.

(5)

Pre-IPO direct premiums - direct premiums subject to the 2010 IPO coinsurance transactions.

(6)

Benefits and claims, net - benefits & claims and remeasurement (gain)/loss net of other ceded premiums which are largely yearly renewable term.

(7)

Insurance expenses, net - insurance expenses net of other, net revenues.

(8)

Term Life Insurance operating margin - Term Life operating income before income taxes as a percentage of adjusted direct premiums.

8 of 16

Term Life Insurance - Key Statistics

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Key Statistics

Life-insurance licensed sales force, beginning of period

151,611

152,167

152,592

152,200

151,524

149,732

(2,435

)

-1.6

%

151,611

151,524

(87

)

-0.1

%

New life-licensed representatives

12,339

12,903

12,482

10,998

10,569

11,020

(1,883

)

-14.6

%

25,242

21,589

(3,653

)

-14.5

%

Non-renewal and terminated representatives

(11,783

)

(12,478

)

(12,874

)

(11,674

)

(12,361

)

(12,140

)

338

2.7

%

(24,261

)

(24,501

)

(240

)

-1.0

%

Life-insurance licensed sales force, end of period

152,167

152,592

152,200

151,524

149,732

148,612

(3,980

)

-2.6

%

152,592

148,612

(3,980

)

-2.6

%

Estimated annualized issued term life premium ($mills) (1):

Premium from new policies

$

74.4

$

78.5

$

69.8

$

67.1

$

64.9

$

70.3

$

(8.2

)

-10.4

%

$

152.9

$

135.2

$

(17.7

)

-11.6

%

Additions and increases in premium

18.5

20.2

19.0

17.9

18.4

19.5

(0.6

)

-3.1

%

38.7

37.9

(0.8

)

-2.0

%

Total estimated annualized issued term life premium

$

93.0

$

98.7

$

88.8

$

85.0

$

83.3

$

89.9

$

(8.8

)

-8.9

%

$

191.6

$

173.1

$

(18.5

)

-9.6

%

Issued term life policies

86,415

89,850

79,379

76,143

74,054

78,904

(10,946

)

-12.2

%

176,265

152,958

(23,307

)

-13.2

%

Estimated average annualized issued term life premium per policy (1)(2)

$

861

$

874

$

879

$

882

$

876

$

891

$

18

2.0

%

$

868

$

884

$

16

1.9

%

Term life face amount in-force, beginning of period ($mills)

$

953,583

$

956,981

$

968,312

$

967,024

$

967,612

$

965,671

$

8,690

0.9

%

$

953,583

$

967,612

$

14,029

1.5

%

Issued term life face amount (3)

28,455

30,292

27,067

26,068

25,678

27,737

(2,556

)

-8.4

%

58,747

53,414

(5,332

)

-9.1

%

Terminated term life face amount

(24,979

)

(24,795

)

(26,159

)

(27,170

)

(25,578

)

(23,645

)

1,150

4.6

%

(49,775

)

(49,223

)

552

1.1

%

Foreign currency impact, net

(77

)

5,834

(2,196

)

1,690

(2,041

)

(1,858

)

(7,692

)

-131.8

%

5,757

(3,899

)

(9,656

)

nm

Term life face amount in-force, end of period

$

956,981

$

968,312

$

967,024

$

967,612

$

965,671

$

967,905

$

(407

)

nm

$

968,312

$

967,905

$

(407

)

nm

(1)

Estimated annualized issued term life premium - estimated as average premium per $1,000 of face amounts issued on new policies and additions (before free look returns) multiplied by actual face amount issued on new policies, rider additions and face amount increases.

(2)

In whole dollars.

(3)

Issued term life face amount - includes face amount on issued term life policies, additional riders added to existing policies, and face increases under increasing benefit riders.

9 of 16

Investment and Savings Products - Financial Results and Financial Analysis

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

(Dollars in thousands, except as noted)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Investment & Savings Products Income Before Income Taxes

Revenues:

Commissions and fees:

Sales-based

$

111,270

$

115,933

$

118,637

$

131,305

$

136,355

$

135,509

$

19,576

16.9

%

$

227,204

$

271,864

$

44,661

19.7

%

Asset-based

152,014

154,735

172,286

181,407

187,366

197,598

42,864

27.7

%

306,749

384,965

78,216

25.5

%

Account-based

24,195

24,394

24,420

24,347

23,619

24,118

(275

)

-1.1

%

48,588

47,737

(851

)

-1.8

%

Other, net

3,333

3,236

3,445

3,275

3,305

3,293

57

1.8

%

6,568

6,598

30

0.4

%

Revenues

290,812

298,297

318,789

340,335

350,645

360,519

62,222

20.9

%

589,109

711,164

122,055

20.7

%

Benefits and expenses:

Amortization of DAC

1,337

1,368

1,355

1,321

1,334

1,304

(64

)

-4.7

%

2,705

2,638

(67

)

-2.5

%

Insurance commissions

3,277

3,468

3,485

3,526

3,457

3,450

(18

)

-0.5

%

6,745

6,907

162

2.4

%

Sales commissions:

Sales-based

77,267

82,935

82,867

89,561

95,168

95,816

12,881

15.5

%

160,202

190,984

30,782

19.2

%

Asset-based

76,246

78,010

87,337

93,247

95,360

100,677

22,667

29.1

%

154,256

196,037

41,781

27.1

%

Other operating expenses

51,414

53,096

49,522

52,071

54,427

55,056

1,960

3.7

%

104,510

109,483

4,973

4.8

%

Benefits and expenses

209,541

218,877

224,565

239,726

249,745

256,303

37,427

17.1

%

428,418

506,048

77,630

18.1

%

Income before income taxes

$

81,270

$

79,420

$

94,223

$

100,609

$

100,900

$

104,216

$

24,795

31.2

%

$

160,691

$

205,115

$

44,424

27.6

%

Financial Analysis

Fees paid based on client asset values (1)

$

10,915

$

11,404

$

12,285

$

12,803

$

13,287

$

14,493

$

3,089

27.1

%

$

22,319

$

27,780

$

5,461

24.5

%

Fees paid based on fee-generating positions (2)

12,410

11,015

10,341

10,543

11,121

10,553

(462

)

-4.2

%

23,425

21,674

(1,751

)

-7.5

%

Other operating expenses

28,089

30,676

26,896

28,724

30,019

30,010

(667

)

-2.2

%

58,765

60,029

1,264

2.2

%

Total other operating expenses

$

51,414

$

53,096

$

49,522

$

52,071

$

54,427

$

55,056

$

1,960

3.7

%

$

104,510

$

109,483

$

4,973

4.8

%

Sales-based variable margin as % of revenue-generating sales (3)

U.S.

1.37

%

1.29

%

1.38

%

1.49

%

1.38

%

1.32

%

nm

nm

1.33

%

1.35

%

nm

nm

Canada

0.35

%

0.35

%

0.35

%

0.27

%

0.38

%

0.39

%

nm

nm

0.35

%

0.38

%

nm

nm

Total

1.28

%

1.23

%

1.31

%

1.40

%

1.30

%

1.26

%

nm

nm

1.26

%

1.29

%

nm

nm

Asset-based variable margin as % of average asset values (4)

U.S.

0.043

%

0.043

%

0.044

%

0.045

%

0.046

%

0.047

%

nm

nm

0.086

%

0.093

%

nm

nm

Canada

0.113

%

0.109

%

0.115

%

0.110

%

0.114

%

0.116

%

nm

nm

0.221

%

0.230

%

nm

nm

Total

0.053

%

0.053

%

0.055

%

0.055

%

0.057

%

0.057

%

nm

nm

0.106

%

0.114

%

nm

nm

Account-based variable margin per average fee generating position (5)(6)

$

3.57

$

4.02

$

4.20

$

4.09

$

3.69

$

3.97

nm

nm

$

7.59

$

7.65

nm

nm

(1)

Fees paid based on client asset values - administration fees on Canadian Segregated Funds and advisory fees on Managed Accounts that vary directly with client asset values.

(2)

Fees paid based on fee-generating positions - recordkeeping fees that vary with the number of fee-generating positions.

(3)

Sales-based variable margin - commission and fee revenue less commissions paid to the sales force based on product sales activity.

(4)

Asset-based variable margin - commission and fee revenue less administration and advisory fees paid to third-party providers and commissions paid to the sales force earned based on product account values including amortization of deferred acquisition costs for segregated funds.

(5)

Account-based variable margin - fee revenue less recordkeeping fees paid to third-party providers based on fee-generating positions and certain direct general expenses.

(6)

In whole dollars.

10 of 16

Investment and Savings Products - Key Statistics

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Key Statistics

Product sales ($mills)

U.S. Retail Mutual Funds

$

1,317.9

$

1,244.0

$

1,298.4

$

1,323.0

$

1,460.2

$

1,482.4

$

238.4

19.2

%

$

2,561.9

$

2,942.7

$

380.7

14.9

%

Canada Retail Mutual Funds

220.7

168.5

185.7

212.9

235.2

199.2

30.7

18.2

%

389.2

434.4

45.2

11.6

%

Indexed Annuities

71.1

93.0

72.7

70.2

77.2

68.4

(24.6

)

-26.5

%

164.1

145.7

(18.5

)

-11.2

%

Variable Annuities and other

1,038.9

1,178.7

1,180.6

1,375.3

1,383.6

1,387.8

209.1

17.7

%

2,217.5

2,771.3

553.8

25.0

%

Total sales-based revenue generating product sales

2,648.6

2,684.2

2,737.4

2,981.4

3,156.2

3,137.8

453.7

16.9

%

5,332.8

6,294.0

961.3

18.0

%

Managed Accounts

596.7

634.1

717.2

822.5

821.5

903.6

269.6

42.5

%

1,230.8

1,725.1

494.4

40.2

%

Canada Retail Mutual Funds - no upfront sales comm

296.4

218.6

244.7

261.6

313.8

282.0

63.4

29.0

%

515.0

595.8

80.8

15.7

%

Segregated Funds

17.7

11.5

12.6

45.1

40.3

33.9

22.4

nm

29.2

74.1

44.9

nm

Total product sales

$

3,559.3

$

3,548.4

$

3,711.9

$

4,110.6

$

4,331.8

$

4,357.3

$

809.0

22.8

%

$

7,107.7

$

8,689.1

$

1,581.4

22.2

%

Total Canada Retail Mutual Funds

$

517.1

$

387.1

$

430.4

$

474.5

$

549.0

$

481.2

$

94.1

24.3

%

$

904.2

$

1,030.1

$

126.0

13.9

%

Segregated Funds

17.7

11.5

12.6

45.1

40.3

33.9

22.4

nm

29.2

74.1

44.9

nm

Total Canada product sales

534.8

398.6

443.0

519.5

589.2

515.1

116.5

29.2

%

933.4

1,104.3

170.9

18.3

%

Total U.S. product sales

3,024.6

3,149.8

3,268.9

3,591.0

3,742.5

3,842.3

692.5

22.0

%

6,174.3

7,584.8

1,410.5

22.8

%

Total product sales

$

3,559.3

$

3,548.4

$

3,711.9

$

4,110.6

$

4,331.8

$

4,357.3

$

809.0

22.8

%

$

7,107.7

$

8,689.1

$

1,581.4

22.2

%

Client asset values, beginning of period ($mills)

$

112,081

$

109,908

$

120,224

$

126,793

$

128,891

$

126,762

$

16,854

15.3

%

$

112,081

$

128,891

$

16,810

15.0

%

Inflows

3,559

3,548

3,712

4,111

4,332

4,357

809

22.8

%

7,108

8,689

1,581

22.2

%

Outflows (1)

(3,017

)

(3,062

)

(3,349

)

(3,786

)

(3,970

)

(3,961

)

(899

)

-29.4

%

(6,079

)

(7,930

)

(1,852

)

-30.5

%

Net flows

542

487

363

325

362

397

(90

)

-18.5

%

1,029

759

(270

)

-26.3

%

Foreign currency impact, net

(12

)

900

(357

)

290

(351

)

(318

)

(1,218

)

-135.4

%

888

(669

)

(1,557

)

nm

Change in market value, net and other (2)

(2,703

)

8,931

6,562

1,483

(2,140

)

13,201

4,270

47.8

%

6,227

11,061

4,834

77.6

%

Client asset values, end of period

$

109,908

$

120,224

$

126,793

$

128,891

$

126,762

$

140,042

$

19,817

16.5

%

$

120,224

$

140,042

$

19,817

16.5

%

Annualized net flows as % of beginning of period asset values

1.9

%

1.8

%

1.2

%

1.0

%

1.1

%

1.3

%

-0.5

%

nm

1.8

%

1.2

%

-0.7

%

nm

Average client asset values ($mills)

U.S. Retail Mutual Funds

$

54,649

$

54,324

$

58,410

$

60,288

$

60,243

$

62,298

$

7,974

14.7

%

$

54,486

$

61,270

$

6,784

12.5

%

Canada Retail Mutual Funds

14,555

15,153

16,452

17,226

17,764

18,624

3,471

22.9

%

14,854

18,194

3,340

22.5

%

Managed Accounts

11,537

12,167

13,759

15,070

16,190

17,760

5,593

46.0

%

11,852

16,975

5,123

43.2

%

Indexed Annuities

3,003

3,033

3,061

3,081

3,093

3,121

87

2.9

%

3,018

3,107

89

2.9

%

Variable Annuities and other

27,086

27,075

29,127

30,210

30,276

31,451

4,376

16.2

%

27,080

30,863

3,783

14.0

%

Segregated Funds

2,189

2,223

2,307

2,301

2,310

2,297

74

3.3

%

2,206

2,303

97

4.4

%

Total

$

113,018

$

113,975

$

123,117

$

128,175

$

129,875

$

135,550

$

21,574

18.9

%

$

113,496

$

132,712

$

19,216

16.9

%

Canada Retail Mutual Funds

$

14,555

$

15,153

$

16,452

$

17,226

$

17,764

$

18,624

$

3,471

22.9

%

$

14,854

$

18,194

$

3,340

22.5

%

Segregated Funds

2,189

2,223

2,307

2,301

2,310

2,297

74

3.3

%

2,206

2,303

97

4.4

%

Total Canada average client assets

16,743

17,376

18,759

19,526

20,073

20,921

3,545

20.4

%

17,060

20,497

3,437

20.1

%

Total U.S. average client assets

96,274

96,599

104,358

108,649

109,802

114,629

18,030

18.7

%

96,437

112,215

15,779

16.4

%

Total average client assets

$

113,018

$

113,975

$

123,117

$

128,175

$

129,875

$

135,550

$

21,574

18.9

%

$

113,496

$

132,712

$

19,216

16.9

%

Average number of fee-generating positions (thous) (3)

Recordkeeping and custodial

2,419

2,437

2,448

2,459

2,467

2,483

47

1.9

%

2,428

2,475

47

2.0

%

Recordkeeping only

885

893

902

912

924

938

45

5.0

%

889

931

42

4.7

%

Total

3,304

3,330

3,350

3,372

3,391

3,421

92

2.8

%

3,317

3,406

89

2.7

%

(1)

Asset value outflows - include (a) redemptions of assets, (b) sales charges on the inflow sales figures, and (c) the net flow of money market funds sold and redeemed on the Company's recordkeeping platform. The redemptions of assets must be estimated for approximately 4% of account values as these figures are not readily available. Actual redemptions as a percentage of account values for similar known account values are used to estimate the unknown redemption values.

(2)

Change in market value, net - market value fluctuations net of fees and expenses.

(3)

Fee generating positions - mutual fund positions for which we receive recordkeeping fees. An individual client account may include multiple mutual fund positions. We may also receive fees earned for custodial services that we provide to clients with retirement plan accounts that hold positions in these mutual funds.

11 of 16

Corporate Other Distributed Products - Financial Results

PRIMERICA, INC.

Financial Supplement

YOY Q2

YOY YTD

(Dollars in thousands)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

YTD 2025

YTD 2026

$

Change

%

Change

Corporate & Other Distributed Products Income Before Income Taxes

Revenues:

Direct premiums

$

4,414

$

4,335

$

4,604

$

3,892

$

4,044

$

4,149

$

(186

)

-4.3

%

$

8,750

$

8,193

$

(557

)

-6.4

%

Ceded premiums

(1,187

)

(1,102

)

(1,169

)

(1,571

)

(1,016

)

(1,039

)

63

5.7

%

(2,290

)

(2,054

)

235

10.3

%

Net premiums

3,227

3,233

3,435

2,321

3,028

3,110

(123

)

-3.8

%

6,460

6,138

(322

)

-5.0

%

Adjusted net investment income

41,141

40,746

42,110

42,588

43,283

43,738

2,991

7.3

%

81,887

87,021

5,134

6.3

%

Commissions and fees:

Prepaid legal services

3,682

4,009

2,304

3,479

3,326

3,935

(74

)

-1.8

%

7,691

7,261

(430

)

-5.6

%

Auto and homeowners insurance

1,966

2,440

2,941

2,245

1,988

2,339

(101

)

-4.2

%

4,406

4,326

(79

)

-1.8

%

Mortgage loans

2,129

3,020

3,281

2,984

2,553

3,416

396

13.1

%

5,148

5,969

821

15.9

%

Other sales commissions

1,701

1,502

1,620

1,618

1,535

1,695

193

12.9

%

3,203

3,230

27

0.8

%

Other, net

1,057

938

1,098

1,106

1,307

1,018

80

8.5

%

1,995

2,324

329

16.5

%

Adjusted operating revenues

54,902

55,887

56,789

56,341

57,019

59,250

3,363

6.0

%

110,790

116,269

5,480

4.9

%

Benefits and expenses:

Benefits and claims

3,619

3,769

3,833

3,162

4,002

3,154

(615

)

-16.3

%

7,388

7,156

(231

)

-3.1

%

Future policy benefits remeasurement (gain)/loss

128

(152

)

278

82

187

(180

)

(28

)

-18.4

%

(23

)

7

30

129.8

%

Amortization of DAC

291

288

267

265

260

256

(32

)

-11.1

%

580

516

(63

)

-10.9

%

Insurance commissions

199

45

(741

)

101

119

106

60

133.4

%

244

224

(20

)

-8.0

%

Insurance expenses

1,160

1,147

1,074

1,202

1,189

1,139

(8

)

-0.7

%

2,307

2,328

21

0.9

%

Sales commissions

4,605

5,346

4,484

5,015

4,682

5,431

85

1.6

%

9,951

10,113

162

1.6

%

Interest expense

6,004

6,000

5,985

5,968

5,861

5,833

(168

)

-2.8

%

12,005

11,693

(311

)

-2.6

%

Other operating expenses

46,924

36,696

37,811

40,834

47,455

39,680

2,984

8.1

%

83,620

87,135

3,515

4.2

%

Benefits and expenses

62,930

53,139

52,992

56,629

63,755

55,418

2,279

4.3

%

116,070

119,173

3,104

2.7

%

Adjusted operating income before income taxes

$

(8,028

)

$

2,748

$

3,798

$

(288

)

$

(6,736

)

$

3,832

$

1,084

39.5

%

$

(5,280

)

$

(2,904

)

$

2,376

45.0

%

12 of 16

Investment Portfolio - Summary of Holdings

PRIMERICA, INC.

Financial Supplement

As of or for the period ended June 30, 2026

% of Total

Avg

Market

Amortized

Unrealized

Market

Amortized

Book

Avg

(Dollars in thousands)

Value

Cost

G/(L)

Value

Cost

Yield

Rating

Investment Portfolio by Asset Class

Cash, Cash Equivalents, and Short Term

$

605,133

$

605,136

$

(3

)

14.6

%

14.1

%

Fixed Income:

Treasury

12,050

12,326

(276

)

0.3

%

0.3

%

3.1

%

AA+

Government

232,530

245,134

(12,604

)

5.6

%

5.7

%

3.4

%

AA-

Tax-Exempt Municipal

46,386

47,321

(934

)

1.1

%

1.1

%

3.4

%

AA

Public Corporate

1,870,583

1,926,178

(55,595

)

45.2

%

45.0

%

4.5

%

BBB+

Mortgage-Backed

654,619

703,575

(48,957

)

15.8

%

16.4

%

4.2

%

AAA

Asset-Backed

247,047

251,545

(4,498

)

6.0

%

5.9

%

4.6

%

AA-

CMBS

78,424

85,346

(6,922

)

1.9

%

2.0

%

3.7

%

A+

Private Placements

359,753

369,662

(9,909

)

8.7

%

8.6

%

5.3

%

BBB+

Redeemable Preferred

2,664

3,248

(584

)

0.1

%

0.1

%

5.0

%

BBB-

Total Fixed Income

3,504,058

3,644,336

(140,278

)

84.7

%

85.2

%

4.4

%

A

Equities and Other:

Perpetual Preferred

3,443

3,443

-

0.1

%

0.1

%

Common Stock

21,302

21,302

-

0.5

%

0.5

%

Mutual Fund

4,473

4,473

-

0.1

%

0.1

%

Derivative

48

48

-

0.0

%

0.0

%

Total Equities

29,265

29,265

-

0.7

%

0.7

%

Total Invested Assets

$

4,138,456

$

4,278,737

$

(140,281

)

100.0

%

100.0

%

Public Corporate Portfolio by Sector

Banking

$

114,737

$

114,605

$

131

6.1

%

5.9

%

Basic Industry

68,882

73,805

(4,923

)

3.7

%

3.8

%

Brokerage

65,421

67,574

(2,153

)

3.5

%

3.5

%

Capital Goods

123,507

125,574

(2,067

)

6.6

%

6.5

%

Communications

76,232

77,962

(1,730

)

4.1

%

4.0

%

Consumer Cyclical

142,019

146,474

(4,455

)

7.6

%

7.6

%

Consumer Non Cyclical

186,894

196,900

(10,006

)

10.0

%

10.2

%

Electric

148,215

151,357

(3,142

)

7.9

%

7.9

%

Energy

252,786

256,797

(4,010

)

13.5

%

13.3

%

Finance Companies

94,828

95,729

(900

)

5.1

%

5.0

%

Financial Other

3,227

3,276

(48

)

0.2

%

0.2

%

Industrial Other

6,167

6,713

(545

)

0.3

%

0.3

%

Insurance

264,683

272,959

(8,276

)

14.1

%

14.2

%

Natural Gas

23,170

23,235

(65

)

1.2

%

1.2

%

Owned No Guarantee

2,099

2,325

(226

)

0.1

%

0.1

%

Reits

124,682

131,212

(6,530

)

6.7

%

6.8

%

Technology

115,951

120,742

(4,792

)

6.2

%

6.3

%

Transportation

53,157

54,546

(1,389

)

2.8

%

2.8

%

Utility Other

3,926

4,393

(468

)

0.2

%

0.2

%

Total Public Corporate portfolio

$

1,870,583

$

1,926,178

$

(55,595

)

100.0

%

100.0

%

Fixed-Maturity Securities - Effective Maturity

Effective maturity

< 1 Yr.

1-2 Yrs.

$

493,852

$

495,823

$

(1,971

)

14.1

%

13.6

%

4.0

%

2-5 Yrs.

244,513

247,017

(2,504

)

7.0

%

6.8

%

3.9

%

5-10 Yrs.

862,930

895,153

(32,224

)

24.6

%

24.6

%

4.1

%

> 10 Yrs.

1,140,931

1,205,085

(64,154

)

32.6

%

33.1

%

4.4

%

Total Fixed Income

761,832

801,257

(39,426

)

21.7

%

22.0

%

5.3

%

$

3,504,058

$

3,644,336

$

(140,278

)

100.0

%

100.0

%

4.4

%

Duration

Fixed Income portfolio duration

5.2

years

Note: Investment Portfolio pages in this Financial Supplement exclude the Held to Maturity asset on our balance sheet.

13 of 16

Investment Portfolio - Quality Ratings As of June 30, 2026

PRIMERICA, INC.

Financial Supplement

(Dollars in thousands)

Investment Portfolio Quality Ratings (1)

Amortized Cost

% of Total

Total Fixed Income portfolio:

Rating

AAA

$

670,861

18.4

%

AA

494,329

13.6

%

A

902,900

24.8

%

BBB

1,543,744

42.4

%

Below Investment Grade

31,080

0.9

%

NA

1,421

0.0

%

Total Fixed Income

$

3,644,336

100.0

%

Amortized Cost

% of Total

Amortized Cost

% of Total

Public Corporate asset class:

Private Placement asset class:

Rating

Rating

AAA

$

2,038

0.1

%

AAA

$

-

—

AA

84,524

4.4

%

AA

8,860

2.4

%

A

547,222

28.4

%

A

108,430

29.3

%

BBB

1,265,364

65.7

%

BBB

251,372

68.0

%

Below Investment Grade

26,830

1.4

%

Below Investment Grade

1,000

0.3

%

NA

201

0.0

%

NA

-

—

Total Corporate

$

1,926,178

100.0

%

Total Private

$

369,662

100.0

%

CMBS asset class:

Mortgage-Backed asset class:

Rating

Rating

AAA

$

22,378

26.2

%

AAA

$

545,228

77.5

%

AA

16,994

19.9

%

AA

158,210

22.5

%

A

36,584

42.9

%

A

-

—

BBB

6,192

7.3

%

BBB

-

—

Below Investment Grade

3,198

3.7

%

Below Investment Grade

53

0.0

%

NA

-

—

NA

84

0.0

%

Total CMBS

$

85,346

100.0

%

Total Mortgage-Backed

$

703,575

100.0

%

Asset-Backed asset class:

Treasury & Government asset classes:

Rating

Rating

AAA

$

78,982

31.4

%

AAA

$

21,575

8.4

%

AA

52,418

20.8

%

AA

141,474

54.9

%

A

120,145

47.8

%

A

75,707

29.4

%

BBB

-

—

BBB

17,568

6.8

%

Below Investment Grade

-

—

Below Investment Grade

-

—

NA

-

—

NA

1,136

0.4

%

Total Asset-Backed

$

251,545

100.0

%

Total Treasury & Government

$

257,460

100.0

%

NAIC Designations

1

$

1,714,420

56.9

%

2

1,268,091

42.1

%

3

25,347

0.8

%

4

3,975

0.1

%

5

-

—

6

-

—

U.S. Insurer Fixed Income (2)

3,011,834

100.0

%

Other (3)

661,768

Cash and cash equivalents

605,136

Total Invested Assets

$

4,278,737

(1)

Ratings method for split ratings: If by 2 NRSROs, use lower of the two; if by 3 or more NRSROs, use second lowest.

(2)

NAIC ratings for our U.S. insurance companies' fixed income portfolios.

(3)

Other consists of assets held by our non-life companies, Canadian insurance company, and unrated equities.

Note: Investment Portfolio pages in this Financial Supplement exclude the Held to Maturity asset on our balance sheet.

14 of 16

Investment Portfolio - Supplemental Data and Trends

PRIMERICA, INC.

Financial Supplement

YOY Q2

(Dollars in thousands)

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

$

Change

%

Change

Net Investment Income by Source

Fixed-maturity securities (available-for-sale)

$

33,513

$

34,346

$

35,218

$

36,130

$

38,133

$

40,394

$

6,048

17.6%

Fixed-maturity securities (held-to-maturity)

14,669

14,621

14,476

14,278

13,223

12,862

(1,759

)

-12.0%

Equity Securities

314

315

318

321

323

329

14

4.4%

Deposit asset underlying 10% reinsurance treaty

1,857

1,736

1,659

1,512

—

—

(1,736

)

-100.0%

Deposit asset - Mark to Market

530

182

321

(466

)

—

—

(182

)

-100.0%

Policy loans and other invested assets

1,032

482

611

617

673

201

(281

)

-58.3%

Cash & cash equivalents

6,519

5,959

6,340

6,065

6,189

4,838

(1,121

)

-18.8%

Total investment income

58,435

57,641

58,943

58,457

58,542

58,624

983

1.7%

Investment expenses

2,095

2,092

2,036

2,057

2,036

2,024

(68

)

-3.3%

Interest Expense on Surplus Note

14,669

14,621

14,476

14,278

13,223

12,862

(1,759

)

-12.0%

Net investment income

$

41,671

$

40,928

$

42,431

$

42,122

$

43,283

$

43,738

$

2,810

6.9%

Fixed income book yield, end of period

4.21

%

4.26

%

4.27

%

4.30

%

4.39

%

4.43

%

New money yield

5.47

%

5.64

%

5.15

%

4.92

%

5.00

%

4.94

%

YOY Q2

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

% Pt

Change

Fixed Income Portfolio Quality Ratings

Rating

AAA

19.0

%

19.3

%

19.3

%

19.7

%

19.2

%

18.4

%

-0.9

%

AA

13.6

%

14.0

%

14.6

%

14.9

%

14.0

%

13.6

%

-0.4

%

A

24.5

%

23.8

%

24.0

%

23.8

%

25.1

%

24.8

%

1.0

%

BBB

41.7

%

41.9

%

41.0

%

40.6

%

40.8

%

42.4

%

0.5

%

Below Investment Grade

1.1

%

0.9

%

0.9

%

1.1

%

0.9

%

0.9

%

-0.0

%

NA

0.1

%

0.1

%

0.1

%

0.0

%

0.1

%

0.0

%

-0.1

%

Total Fixed Income

100.0

%

100.0

%

100.0

%

100.0

%

100.0

%

100.0

%

—

Average rating by amortized cost

A

A

A

A

A

A

As of June 30, 2026

As of June 30, 2026

As of June 30, 2026

Market

Value

Amortized

Cost

Credit

Rating

Market

Value

Amortized

Cost

Market

Value

Amortized

Cost

Top 25 Exposures

Foreign Exposure (1)

Government Investments (1)

1

ONEOK Inc

$

15,117

$

15,455

BBB

Canada

$

90,186

$

94,229

AAA

$

—

$

—

2

Province of Alberta Canada

14,568

15,022

AA-

United Kingdom

45,239

44,676

AA

—

—

3

Province of Ontario Canada

13,622

13,744

A+

Australia

27,846

28,178

A

11,510

12,454

4

Realty Income Corp

13,612

13,961

A-

Germany

24,988

25,182

BBB

16,963

17,118

5

T-Mobile US Inc

12,993

13,013

BBB

France

17,622

17,704

Below Investment Grade

—

—

6

Manulife Financial Corp

12,884

13,277

A

Ireland

11,213

10,924

NA

—

—

7

Enbridge Inc

12,046

12,349

BBB+

Italy

11,201

10,861

Total

$

28,473

$

29,572

8

Morgan Stanley

12,038

11,973

BBB+

Bermuda

11,101

10,976

9

Oracle Corp

11,738

12,891

BBB

Cayman Islands

9,952

9,893

10

Province of New Brunswick Canada

11,653

12,017

A+

Mexico

9,806

10,519

Non-Government Investments (1)

11

Intact Financial Corp

11,564

11,306

A+

Luxembourg

8,133

7,662

12

Parker-Hannifin Corp

11,339

11,394

BBB+

Norway

5,699

5,783

AAA

$

—

$

—

13

KKR & Co Inc

11,338

11,609

A

Spain

4,957

4,910

AA

8,274

8,298

14

Duke Energy Corp

10,912

10,788

BBB+

Panama

3,016

3,128

A

64,717

65,266

15

Province of Quebec Canada

10,707

10,888

AA-

Aruba

2,782

2,767

BBB

208,513

210,910

16

Province of British Columbia Canada

10,658

10,929

A

Emerging Markets (2)

16,031

16,490

Below Investment Grade

1,909

2,122

17

Golub Capital BDC Inc

10,514

10,561

BBB-

All Other

12,113

12,287

NA

—

—

18

Wells Fargo & Co

10,396

10,418

BBB+

Total

$

311,886

$

316,168

Total

$

283,413

$

286,596

19

Alimentation Couche-Tard Inc

10,375

10,536

BBB+

20

Enel SpA

10,311

9,962

BBB

21

MPLX LP

9,943

10,024

BBB

22

Hercules Capital Inc

9,922

9,976

BBB-

23

Sammons Enterprises Inc

9,917

10,392

BBB+

24

PNC Financial Services Group Inc/The

9,886

10,047

A-

25

Province of Nova Scotia Canada

9,848

10,328

AA-

Total

$

287,902

$

292,861

% of total fixed income portfolio

7.0

%

6.8

%

(1)

US$ denominated investments in issuers outside of the United States based on country of risk.

(2)

Emerging markets is as defined by MSCI, Inc. which include Chile, India, Peru, Poland and South Africa.

Note: Investment Portfolio pages in this Financial Supplement exclude the Held to Maturity asset on our balance sheet.

15 of 16

Five-Year Historical Key Statistics

PRIMERICA, INC.

Financial Supplement

(Dollars in millions)

2021

2022

2023

2024

2025

Q1

2025

Q2

2025

Q3

2025

Q4

2025

Q1

2026

Q2

2026

Q3

2026

Q4

2026

Recruits

349,374

359,735

361,925

445,425

358,316

100,867

80,924

101,156

75,369

84,217

82,346

Life-insurance licensed sales force, beginning of period

134,907

129,515

135,208

141,572

151,611

151,611

152,167

152,592

152,200

151,524

149,732

New life-licensed representatives

39,622

45,147

49,096

56,320

48,722

12,339

12,903

12,482

10,998

10,569

11,020

Non-renewal and terminated representatives

(45,014

)

(39,454

)

(42,732

)

(46,281

)

(48,809

)

(11,783

)

(12,478

)

(12,874

)

(11,674

)

(12,361

)

(12,140

)

Life-insurance licensed sales force, end of period

129,515

135,208

141,572

151,611

151,524

152,167

152,592

152,200

151,524

149,732

148,612

Issued term life policies

323,855

291,918

358,860

370,396

331,787

86,415

89,850

79,379

76,143

74,054

78,904

Issued term life face amount

$

108,521

$

103,822

$

119,102

$

122,233

$

111,882

$

28,455

$

30,292

$

27,067

$

26,068

$

25,678

$

27,737

Term life face amount in-force, beginning of period

$

858,818

$

903,404

$

916,808

$

944,609

$

953,583

$

953,583

$

956,981

$

968,312

$

967,024

$

967,612

$

965,671

Issued term life face amount

108,521

103,822

119,102

122,233

111,882

28,455

30,292

27,067

26,068

25,678

27,737

Terminated term life face amount

(64,798

)

(82,894

)

(94,230

)

(103,872

)

(103,103

)

(24,979

)

(24,795

)

(26,159

)

(27,170

)

(25,578

)

(23,645

)

Foreign currency impact, net

862

(7,524

)

2,929

(9,387

)

5,251

(77

)

5,834

(2,196

)

1,690

(2,041

)

(1,858

)

Term life face amount in force, end of period

$

903,404

$

916,808

$

944,609

$

953,583

$

967,612

$

956,981

$

968,312

$

967,024

$

967,612

$

965,671

$

967,905

Estimated annualized issued term life premium

Premium from new policies

$

297.2

$

271.9

$

302.4

$

318.0

$

289.9

$

74.4

$

78.5

$

69.8

$

67.1

$

64.9

$

70.3

Additions and increases in premium

77.0

76.7

74.3

74.7

75.6

18.5

20.2

19.0

17.9

18.4

19.5

Total estimated annualized issued term life premium

$

374.2

$

348.5

$

376.6

$

392.7

$

365.4

$

93.0

$

98.7

$

88.8

$

85.0

$

83.3

$

89.9

Investment & Savings product sales

$

11,703.2

$

10,009.0

$

9,211.7

$

12,078.9

$

14,930.2

$

3,559.3

$

3,548.4

$

3,711.9

$

4,110.6

$

4,331.8

$

4,357.3

Investment & Savings average client asset values

$

89,993

$

87,193

$

89,474

$

105,742

$

119,571

$

113,018

$

113,975

$

123,117

$

128,175

$

129,875

$

135,550

Closed U.S. Mortgage Volume (brokered)

$

1,229.2

$

567.2

$

293.4

$

397.4

$

500.7

$

93.5

$

132.8

$

143.4

$

130.9

$

113.1

$

150.6

16 of 16

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v3.26.1

Document and Entity Information

Aug. 05, 2026

Cover [Abstract]

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8-K

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Document Period End Date

Aug. 05, 2026

Entity Registrant Name

Primerica, Inc.

Entity Central Index Key

0001475922

Entity Emerging Growth Company

false

Entity File Number

001-34680

Entity Incorporation State Country Code

DE

Entity Tax Identification Number

27-1204330

Entity Address, Address Line One

1 Primerica Parkway

Entity Address, City or Town

Duluth

Entity Address, State or Province

GA

Entity Address, Postal Zip Code

30099

City Area Code

770

Local Phone Number

381-1000

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false

Soliciting Material

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Security 12b Title

Common Stock

Trading Symbol

PRI

Security Exchange Name

NYSE

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