NWLI RSI Chart
Last 7 days
-0.5%
Last 30 days
0.3%
Last 90 days
0.7%
Trailing 12 Months
20.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0 | 0 | 0 | 0 |
2023 | 576.4M | 0 | 0 | 703.4M |
2022 | 764.9M | 659.9M | 648.9M | 562.0M |
2021 | 872.6M | 878.8M | 831.0M | 857.1M |
2020 | 653.8M | 677.1M | 706.6M | 694.7M |
2019 | 660.5M | 678.5M | 626.2M | 819.2M |
2018 | 759.0M | 735.5M | 756.9M | 551.6M |
2017 | 757.8M | 789.0M | 811.1M | 874.4M |
2016 | 590.8M | 602.7M | 678.5M | 682.4M |
2015 | 698.7M | 647.0M | 593.5M | 589.8M |
2014 | 822.4M | 784.5M | 746.7M | 708.8M |
2013 | 0 | 0 | 0 | 860.3M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 14, 2024 | anderson natalie u | back to issuer | -764,964 | 486 | -1,574 | - |
Mar 14, 2024 | anderson natalie u | acquired | 398,158 | 252 | 1,574 | - |
Dec 15, 2023 | pribyl brian mark | back to issuer | -1,122,100 | 482 | -2,328 | sr vp - cfo |
Dec 15, 2023 | pribyl brian mark | acquired | 512,011 | 219 | 2,328 | sr vp - cfo |
Dec 14, 2023 | hathaway joseph j | acquired | 167,275 | 220 | 760 | nwlic - svp - ca |
Dec 14, 2023 | perez rey jr | back to issuer | -1,659,040 | 482 | -3,442 | nwlic president & coo |
Dec 14, 2023 | miller gina byrne | back to issuer | -667,570 | 482 | -1,385 | - |
Dec 14, 2023 | perez rey jr | acquired | 756,375 | 219 | 3,442 | nwlic president & coo |
Dec 14, 2023 | hathaway joseph j | back to issuer | -365,962 | 481 | -760 | nwlic - svp - ca |
Dec 14, 2023 | miller gina byrne | acquired | 299,458 | 216 | 1,385 | - |
Which funds bought or sold NWLI recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | ELKHORN PARTNERS LIMITED PARTNERSHIP | reduced | -17.89 | -8,000 | 38,000 | 0.03% |
May 16, 2024 | Ancora Advisors LLC | unchanged | - | 1,207 | 66,415 | -% |
May 16, 2024 | Adalta Capital Management LLC | new | - | 152,508 | 152,508 | 0.08% |
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -5.83 | -43,687 | 1,024,750 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | sold off | -100 | -488,333 | - | -% |
May 15, 2024 | GLAZER CAPITAL, LLC | added | 29.66 | 14,342,000 | 59,077,000 | 6.15% |
May 15, 2024 | D. E. Shaw & Co., Inc. | unchanged | - | 4,327 | 238,109 | -% |
May 15, 2024 | Royal Bank of Canada | reduced | -24.45 | -433,000 | 1,444,000 | -% |
May 15, 2024 | JANUS HENDERSON GROUP PLC | added | 36.06 | 3,202,720 | 11,540,900 | 0.01% |
May 15, 2024 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | unchanged | - | 75,096 | 4,132,460 | 0.02% |
Unveiling National Western Life Group Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
National Western Life Group Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 |
Revenue | 12.8% | 198 | 175 | 153 | 163 | 144 | 117 | 138 | 250 | 155 | 222 | 230 | 224 | 203 | 216 | 52.00 | 235 | 173 | 193 | 218 | 42.00 | 225 |
EBITDA Margin | 55.7% | 0.31* | 0.20* | 0.37* | 0.58* | 0.66* | 0.66* | 0.49* | 0.39* | 0.30* | 0.24* | 0.24* | - | - | - | - | - | - | - | - | - | - |
Interest Expenses | 0% | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income Taxes | 315.3% | 20.00 | -9.14 | 3.00 | 4.00 | 10.00 | 24.00 | 26.00 | 26.00 | 10.00 | 13.00 | 16.00 | 6.00 | 3.00 | 12.00 | -0.92 | 10.00 | 5.00 | 8.00 | 10.00 | 1.00 | 9.00 |
Earnings Before Taxes | 536.5% | 93.00 | -21.37 | 15.00 | 21.00 | 45.00 | 121 | 123 | 127 | 50.00 | 63.00 | 78.00 | 41.00 | 13.00 | 61.00 | -2.98 | 47.00 | 25.00 | 42.00 | 51.00 | 23.00 | 45.00 |
EBT Margin | 60.1% | 0.30* | 0.18* | 0.35* | 0.55* | 0.64* | 0.64* | 0.47* | 0.37* | 0.28* | 0.22* | 0.22* | - | - | - | - | - | - | - | - | - | - |
Net Income | 701.7% | 74.00 | -12.23 | 12.00 | 17.00 | 35.00 | 97.00 | 98.00 | 101 | 40.00 | 50.00 | 62.00 | 35.00 | 11.00 | 48.00 | -2.06 | 38.00 | 20.00 | 34.00 | 40.00 | 22.00 | 36.00 |
Net Income Margin | 64.9% | 0.22* | 0.13* | 0.28* | 0.44* | 0.51* | 0.51* | 0.38* | 0.29* | 0.23* | 0.18* | 0.18* | - | - | - | - | - | - | - | - | - | - |
Free Cashflow | 85.5% | 104 | 56.00 | 47.00 | 123 | 93.00 | 65.00 | 73.00 | 301 | -8.64 | -50.35 | 56.00 | - | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -1.1% | 12,116 | 12,251 | 12,059 | 12,454 | 12,782 | 12,783 | 13,238 | 13,302 | 13,824 | 14,526 | 14,422 | 14,470 | 14,602 | 14,648 | 12,421 | 12,392 | 12,284 | 12,553 | 12,560 | 12,613 | 12,649 |
Cash Equivalents | -6.7% | 450 | 483 | 321 | 292 | 302 | 295 | 331 | 531 | 500 | 715 | 540 | 396 | 436 | 581 | 507 | 451 | 352 | 254 | 172 | 141 | 92.00 |
Liabilities | -2.0% | 9,619 | 9,811 | 9,815 | 10,176 | 10,476 | 10,592 | 11,301 | 11,207 | 11,526 | 11,790 | 11,865 | 11,930 | 12,152 | 12,109 | 10,206 | 10,209 | 10,254 | 10,437 | 10,468 | 10,558 | 10,666 |
Shareholder's Equity | 2.3% | 2,497 | 2,440 | 2,244 | 0.00 | 149 | 2,191 | 2,064 | 2,263 | 2,459 | 2,722 | 2,556 | 2,215 | 2,450 | 2,540 | 2,215 | 2,183 | 2,030 | 42.00 | 2,092 | 51.00 | 5.00 |
Retained Earnings | 2.7% | 2,794 | 2,721 | 2,734 | 2,669 | 2,640 | 2,627 | 2,371 | 2,349 | 2,318 | 2,282 | 2,254 | 2,215 | 2,165 | 2,103 | 2,069 | 2,058 | 2,009 | 2,015 | 1,990 | 1,970 | 1,936 |
Additional Paid-In Capital | 0% | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 | 42.00 |
Float | - | - | - | - | 1,064 | - | - | - | 519 | - | - | - | 574 | - | - | - | 520 | - | - | - | 585 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 85.5% | 104 | 56.00 | 81.00 | 71.00 | 47.00 | 123 | 94.00 | 65.00 | 73.00 | 301 | -8.42 | -50.13 | 56.00 | 94.00 | 71.00 | 103 | 106 | 85.00 | 80.00 | 74.00 | 89.00 |
Cashflow From Investing | -76.7% | 79.00 | 338 | 148 | 170 | 155 | 66.00 | -143 | 78.00 | -174 | 180 | 173 | -40.32 | -132 | 46.00 | 74.00 | 136 | 138 | 128 | 93.00 | 130 | 27.00 |
Cashflow From Financing | 9.1% | -211 | -232 | -200 | -251 | -195 | -225 | -150 | -112 | -113 | -306 | -20.38 | 51.00 | -68.62 | -65.90 | -88.16 | -140 | -144 | -131 | -142 | -155 | -156 |
Condensed Consolidated Statements of Earnings (Unaudited) - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Premiums and other revenues: | ||
Universal life and annuity contract charges | $ 34,370 | $ 35,357 |
Traditional life and single premium immediate annuity with life contingency ("SPIAWLC") premiums | 22,858 | 21,576 |
Net investment income | 134,361 | 89,909 |
Other revenues | 5,985 | 5,705 |
Net realized investment gains (losses) | (8) | 67 |
Total revenues | 197,566 | 152,614 |
Benefits and expenses: | ||
Life and other policy benefits | 25,519 | 24,190 |
Market risk benefits (gains) losses | (16,417) | 36,960 |
Amortization of deferred transaction costs | 20,439 | 21,274 |
Universal life and annuity contract interest | 41,611 | 30,212 |
Other operating expenses | 33,136 | 24,683 |
Total benefits and expenses | 104,288 | 137,319 |
Earnings before Federal income taxes | 93,278 | 15,295 |
Federal income taxes | 19,670 | 2,991 |
Net earnings | 73,608 | 12,304 |
Class A | ||
Benefits and expenses: | ||
Net earnings | $ 71,526 | $ 11,956 |
Basic earnings per share: | ||
Basic earnings per share (in dollars per share) | $ 20.82 | $ 3.48 |
Diluted earnings per share: | ||
Diluted earnings per share (in dollars per share) | $ 20.82 | $ 3.48 |
Class B | ||
Benefits and expenses: | ||
Net earnings | $ 2,082 | $ 348 |
Basic earnings per share: | ||
Basic earnings per share (in dollars per share) | $ 10.41 | $ 1.74 |
Diluted earnings per share: | ||
Diluted earnings per share (in dollars per share) | $ 10.41 | $ 1.74 |
Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Investments: | ||
Debt securities available-for-sale, net of allowance for credit losses ($0 and $0), at fair value (cost: $7,712,847 and $7,714,503) | $ 7,071,553 | $ 7,108,188 |
Debt securities trading, at fair value (cost: $1,142,723 and $1,204,968) | 985,435 | 1,046,856 |
Mortgage loans, net of allowance for credit losses ($3,665 and $3,651), ($19,388 and $19,580 at fair value) | 470,793 | 474,133 |
Policy loans | 64,838 | 66,602 |
Derivatives, index options | 114,669 | 85,158 |
Equity securities, at fair value (cost: $14,229 and $14,268) | 26,399 | 24,098 |
Other long-term investments | 311,418 | 295,471 |
Short-term investments, at fair value | 24,093 | 0 |
Total investments | 9,069,198 | 9,100,506 |
Cash and cash equivalents | 450,499 | 482,758 |
Deferred policy acquisition costs | 619,967 | 628,673 |
Deferred sales inducements | 67,183 | 70,950 |
Value of business acquired | 127,827 | 129,905 |
Cost of reinsurance | 65,042 | 67,937 |
Market risk benefits asset, at fair value | 39,474 | 30,819 |
Accrued investment income | 89,997 | 82,484 |
Federal income tax receivable | 0 | 3,073 |
Amounts recoverable from reinsurer, net of allowance for credit losses ($0 and $0) | 1,471,609 | 1,542,424 |
Other assets | 115,648 | 111,086 |
Total assets | 12,116,444 | 12,250,615 |
Future policyholder obligations: | ||
Liability for policyholder account balances | 6,729,842 | 6,900,491 |
Additional liability for benefits in excess of account balance | 161,319 | 159,437 |
Liability for future policy benefits | 899,544 | 925,787 |
Market risk benefits liability, at fair value | 261,912 | 273,404 |
Other policyholder liabilities | 148,000 | 143,766 |
Funds withheld liability | 1,161,625 | 1,195,413 |
Deferred Federal income tax liability | 11,906 | 14,335 |
Federal income tax payable | 14,675 | 0 |
Other liabilities | 230,646 | 198,258 |
Total liabilities | 9,619,469 | 9,810,891 |
COMMITMENTS AND CONTINGENCIES (Note 11) | ||
Common stock: | ||
Additional paid-in capital | 41,716 | 41,716 |
Accumulated other comprehensive income (loss) | (338,930) | (322,573) |
Retained earnings | 2,794,153 | 2,720,545 |
Total stockholders’ equity | 2,496,975 | 2,439,724 |
Total liabilities and stockholders' equity | 12,116,444 | 12,250,615 |
Class A | ||
Common stock: | ||
Common stock value | 34 | 34 |
Class B | ||
Common stock: | ||
Common stock value | $ 2 | $ 2 |