NWLI RSI Chart
Last 7 days
-0.6%
Last 30 days
0.0%
Last 90 days
0.9%
Trailing 12 Months
91.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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 |
---|---|---|---|---|---|---|
Apr 18, 2024 | Westhampton Capital, LLC | reduced | -16.18 | -120,091 | 701,043 | 0.38% |
Apr 18, 2024 | Allspring Global Investments Holdings, LLC | sold off | -100 | -42,937,600 | - | -% |
Apr 11, 2024 | &PARTNERS | unchanged | - | 8,940 | 491,960 | 0.07% |
Apr 11, 2024 | Fortitude Family Office, LLC | unchanged | - | 81.00 | 4,428 | -% |
Apr 05, 2024 | CWM, LLC | new | - | 3,000 | 3,000 | -% |
Apr 05, 2024 | GAMMA Investing LLC | added | 5.56 | 635 | 9,347 | -% |
Apr 04, 2024 | MOODY NATIONAL BANK TRUST DIVISION | reduced | -1.8 | 78,630 | 535,930,000 | 42.24% |
Apr 03, 2024 | RK Asset Management, LLC | reduced | -4.04 | -537,000 | 23,229,000 | 18.91% |
Apr 01, 2024 | FIRST FINANCIAL BANK - TRUST DIVISION | unchanged | - | 4,470 | 245,980 | 0.02% |
Mar 27, 2024 | NOMURA HOLDINGS INC | new | - | 1,501,710 | 1,501,710 | -% |
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 | 2023Q4 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | -100.0% | - | 153 | 163 | 144 | 117 | 138 | 250 | 155 | 222 | 230 | 224 | 203 | 216 | 52.00 | 235 | 173 | 193 | 218 | 42.00 | 225 | 175 |
EBITDA Margin | 261.9% | 0.20* | 0.05* | 0.25* | 0.55* | 0.55* | 0.39* | 0.29* | 0.30* | 0.24* | 0.24* | - | - | - | - | - | - | - | - | - | - | - |
Interest Expenses | 5.6% | 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 | -405.5% | -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 | 8.00 |
Earnings Before Taxes | -239.7% | -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 | 40.00 |
EBT Margin | 487.8% | 0.18* | 0.03* | 0.22* | 0.53* | 0.53* | 0.37* | 0.28* | 0.28* | 0.22* | 0.22* | - | - | - | - | - | - | - | - | - | - | - |
Net Income | -199.4% | -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 | 32.00 |
Net Income Margin | 385.7% | 0.13* | 0.03* | 0.18* | 0.42* | 0.42* | 0.30* | 0.22* | 0.23* | 0.18* | 0.18* | - | - | - | - | - | - | - | - | - | - | - |
Free Cashflow | 19.9% | 56.00 | 47.00 | 127 | 93.00 | 65.00 | 73.00 | 279 | -8.64 | -50.35 | - | - | - | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 1.6% | 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 | 11,932 |
Cash Equivalents | 50.5% | 483 | 321 | 292 | 302 | 295 | 331 | 531 | 500 | 715 | 540 | 396 | 436 | 581 | 507 | 451 | 352 | 254 | 172 | 141 | 92.00 | 132 |
Liabilities | 0.0% | 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 | 10,031 |
Shareholder's Equity | 8.7% | 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 | 1,901 |
Retained Earnings | -0.5% | 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 | 1,896 |
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 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -30.9% | 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 | 105 |
Cashflow From Investing | 129.0% | 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 | 7.00 |
Cashflow From Financing | -16.2% | -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 | -135 |
Consolidated Statements of Earnings - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Premiums and other revenues: | |||
Universal life and annuity contract charges (Note 1) | $ 144,064 | $ 134,553 | $ 136,268 |
Traditional life and single premium immediate annuity with life contingency ("SPIAWLC") premiums (Note 1) | 88,171 | 94,505 | 121,001 |
Net investment income | 409,925 | 299,640 | 562,530 |
Other revenues (Note 1) | 35,331 | 24,981 | 22,314 |
Net realized investment gains | 25,859 | 6,355 | 14,950 |
Total revenues | 703,350 | 560,034 | 857,063 |
Benefits and expenses: | |||
Life and other policy benefits (Note 1) | 117,648 | 128,654 | 157,830 |
Policy benefit remeasurement (gains) and losses (Note 1) | 8,360 | 9,827 | (13,637) |
Market risk benefits expense (Note 1) | 68,130 | (135,749) | 3,645 |
Amortization of deferred transaction costs (Note 1) | 83,335 | 88,602 | 95,786 |
Universal life and annuity contract interest (Note 1) | 104,996 | 22,840 | 168,613 |
Other operating expenses | 191,196 | 135,817 | 126,612 |
Total benefits and expenses | 573,665 | 249,991 | 538,849 |
Earnings before Federal income taxes | 129,685 | 310,043 | 318,214 |
Federal income taxes | 35,255 | 63,532 | 65,677 |
Net earnings | 94,430 | 246,511 | 252,537 |
Class A | |||
Benefits and expenses: | |||
Net earnings | $ 91,759 | $ 239,540 | $ 245,395 |
Basic Earnings Per Share: | |||
Basic earnings per share (in dollars per share) | $ 26.71 | $ 69.71 | $ 71.42 |
Diluted Earnings Per Share: | |||
Diluted earnings per share (in dollars per share) | $ 26.71 | $ 69.71 | $ 71.42 |
Class B | |||
Benefits and expenses: | |||
Net earnings | $ 2,671 | $ 6,971 | $ 7,142 |
Basic Earnings Per Share: | |||
Basic earnings per share (in dollars per share) | $ 13.35 | $ 34.86 | $ 35.71 |
Diluted Earnings Per Share: | |||
Diluted earnings per share (in dollars per share) | $ 13.35 | $ 34.86 | $ 35.71 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Investments: | ||
Debt securities available-for-sale, at fair value (cost: $7,714,503 and $8,438,760) | $ 7,108,188 | $ 7,611,633 |
Debt securities trading, at fair value (cost: $1,204,968 and $1,269,597) | 1,046,856 | 1,065,993 |
Mortgage loans, net of allowance for credit losses ($3,651 and $3,575), ($19,580 and $19,334) at fair value) | 474,133 | 505,730 |
Policy loans | 66,602 | 70,495 |
Derivatives, index options | 85,158 | 23,669 |
Equity securities, at fair value (cost: $14,268 and $14,547) | 24,098 | 22,076 |
Other long-term investments | 295,471 | 262,106 |
Short-term investments | 0 | 3,937 |
Total investments | 9,100,506 | 9,565,639 |
Cash and cash equivalents | 482,758 | 295,270 |
Deferred policy acquisition costs (Note 1) | 628,673 | 663,882 |
Deferred sales inducements (Note 1) | 70,950 | 85,303 |
Value of business acquired (Note 1) | 129,905 | 138,495 |
Cost of reinsurance | 67,937 | 78,328 |
Market risk benefits asset (Note 1) | 30,819 | 48,759 |
Accrued investment income | 82,484 | 92,250 |
Federal income tax receivable | 3,073 | 6,508 |
Deferred federal income tax asset (Note 1) | 0 | 9,032 |
Amounts recoverable from reinsurers, net of allowance for credit losses ($0 and $450) (Note 1) | 1,542,424 | 1,688,788 |
Other assets (Note 1) | 111,086 | 110,691 |
Total assets | 12,250,615 | 12,782,945 |
Future policyholder obligations: | ||
Liability for policyholder account balances (Note 1) | 6,900,491 | 7,661,785 |
Additional liability for benefits in excess of account balance (Note 1) | 159,437 | 148,708 |
Liability for future policy benefits (Note 1) | 925,787 | 900,146 |
Market risk benefits liability (Note 1) | 273,404 | 215,777 |
Other policyholder liabilities | 143,766 | 175,089 |
Funds withheld liability | 1,195,413 | 1,333,036 |
Deferred federal income tax liability | 14,335 | 0 |
Other liabilities (Note 1) | 198,258 | 157,482 |
Total liabilities | 9,810,891 | 10,592,023 |
COMMITMENTS AND CONTINGENCIES | ||
Common stock: | ||
Additional paid-in capital | 41,716 | 41,716 |
Accumulated other comprehensive income (loss) (Note 1) | (322,573) | (478,219) |
Retained earnings (Note 1) | 2,720,545 | 2,627,389 |
Total stockholders' equity | 2,439,724 | 2,190,922 |
Total liabilities and stockholders' equity | 12,250,615 | 12,782,945 |
Mortgage loans-allowance for possible losses | 3,651 | 3,575 |
Class A | ||
Common stock: | ||
Common stock value | 34 | 34 |
Class B | ||
Common stock: | ||
Common stock value | $ 2 | $ 2 |