Primerica (PRI) Invested Capital (2010 - 2026)
Primerica's (PRI) quarterly Invested Capital came in at $3.7 billion in Q2 2026, up 0.97% year-over-year from $3.6 billion in Q2 2025, and down 1.35% quarter-over-quarter from $3.7 billion in Q1 2026.
Analysis
Primerica (PRI) Invested Capital (2010 - 2026) Analysis & Trends
Primerica has disclosed Invested Capital across 17 years of filings, most recently posting $3.7 billion for Q2 2026.
- In Q2 2026, Invested Capital rose 0.97% year-over-year to $3.7 billion; the TTM figure through Jun 2026 stood at $3.7 billion (up 0.97% YoY), while the FY2025 annual figure was $3.7 billion, up 1.57% from the prior year.
- Invested Capital came in at $3.7 billion for Q2 2026 at Primerica, down from $3.7 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $3.8 billion in Q3 2023 to a low of $2.9 billion in Q1 2022.
- Average Invested Capital over 5 years is $3.6 billion, with a median of $3.6 billion recorded in 2022.
- The largest YoY upside for Invested Capital was 49.12% in 2022 against a maximum downside of 12.27% in 2022.
- Over 5 years, Invested Capital stood at $3.6 billion in 2022, then fell by 0.68% to $3.6 billion in 2023, then gained by 2.71% to $3.6 billion in 2024, then grew by 1.57% to $3.7 billion in 2025, then dropped by 0.57% to $3.7 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $3.7 billion in Q2 2026, $3.7 billion in Q1 2026, and $3.7 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | 51.93 Bn |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 33.81 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 27.72 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 9.38 Bn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 4.70 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 19.01 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | - |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 13.33 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 3.68 Bn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 18.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.68 Bn |
| Mar 31, 2026 | 3.74 Bn |
| Dec 31, 2025 | 3.71 Bn |
| Sep 30, 2025 | 3.64 Bn |
| Jun 30, 2025 | 3.65 Bn |
| Mar 31, 2025 | 3.64 Bn |
| Dec 31, 2024 | 3.65 Bn |
| Sep 30, 2024 | 3.36 Bn |
| Jun 30, 2024 | 3.57 Bn |
| Mar 31, 2024 | 3.64 Bn |
| Dec 31, 2023 | 3.55 Bn |
| Sep 30, 2023 | 3.81 Bn |
| Jun 30, 2023 | 3.53 Bn |
| Mar 31, 2023 | 3.48 Bn |
| Dec 31, 2022 | 3.58 Bn |
| Sep 30, 2022 | 3.49 Bn |
| Jun 30, 2022 | 3.32 Bn |
| Mar 31, 2022 | 2.92 Bn |
| Dec 31, 2021 | 2.40 Bn |
| Sep 30, 2021 | 3.58 Bn |