Life Insurance · SIC 6311

CITIZENS, INC.

CIA

Watch

Latest revenue

$17.3M

as of 2026-03-31

Latest net income

$2.3M

as of 2026-03-31

Net margin

13.1%

as of 2026-03-31

Price · 5Y

-1.1% / yr 14.9 pts / yr vs S&P 500 5.4% total
Compare:

Live market

delayed ≤15 min
$4.94
0.00%
Market cap
$265.1M
Enterprise value
$265.1M
P/E (trailing)
18.2×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$6.40
52-wk low
$3.25
Beta
Shares out
53.7M

5-year trend

What this company does

AI

Item 1. BUSINESS OVERVIEW Incorporated in Colorado and based in Austin, Texas, Citizens, Inc. ("Citizens" or the "Company") is an insurance holding company. Since 1969 it has addressed the life insurance needs of people in the United States, and since 1975, it has extended life insurance offerings to clients worldwide. Through our international insurance subsidiary, we provide insurance benefits to residents in over 80 different countries, and through our domestic insurance subsidiaries, we are licensed to issue insurance products in 43 U.S. states. We pursue a strategy of offering insurance products in niche markets where we believe we are able to achieve competitive advantages. We had…

AI summary unavailable — showing raw filing excerpt

Generated from CIA's filing dated 2026-03-12

Key risks

AI

Item 1A. RISK FACTORS As a smaller reporting company, we are not required to provide risk factors. However, we believe it is important to disclose the material risks of investing in our securities. If any of these risks develop into actual events, our business, financial condition, results of operations or cash flows could be materially and adversely affected, and, as a result, the trading price of our Class A common stock could decline. You should read these risk factors together with Part II. Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations and the consolidated financial statements and accompanying notes in Part II. Item 8. Financial Statements…

AI summary unavailable — showing raw filing excerpt

Generated from CIA's filing dated 2026-03-12

Profitability

Net margin

5.7%

6.2%

Return on equity

6.9%

2.2%

Return on assets

0.8%

99.0%

Leverage

Debt / equity

7.34×

901.0%

Debt / assets

88.0%

108.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$17.3M-0.4%$2.3M+239.7%13.1%

Q4 2025

2025-12-31

$202.0M+4.9%$9.0M+147.5%4.4%

Q3 2025

2025-09-30

$19.1M+10.0%$2.4M-13.4%12.6%

Q2 2025

2025-06-30

$17.2M-2.1%$4.8M+22.2%28.2%

Q1 2025

2025-03-31

$17.4M-0.6%$-1.6M-135.7%-9.3%

Q4 2024

2024-12-31

$192.6M$3.6M1.9%

Q3 2024

2024-09-30

$17.4M+0.0%$2.8M+3.4%16.1%

Q2 2024

2024-06-30

$17.5M+1.7%$4.0M-35.4%22.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Life Insurance · SIC 6311

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Insider activity

Insider buying

$488.2K

Insider selling

$0

Net activity

+$488.2K

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-30

Jon Stenberg

President & CEO

Purchase50,000$4.70$235.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns CIA

Institutional value

$39.4M

Total shares held

7.9M

Distinct holders

39

-26 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.3M$16.4M-33.1K (-1.0%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC2.0M$9.8MNew
3UBS Group AG646.4K$3.3M-121.8K (-15.9%)Trimmed
4First Eagle Investment Management, LLC582.8K$2.9M-5.0K (-0.9%)Trimmed
5VANGUARD FIDUCIARY TRUST CO288.8K$1.5MNew
6DIMENSIONAL FUND ADVISORS LP266.4K$1.3M-4.9K (-1.8%)Trimmed
7VANGUARD PORTFOLIO MANAGEMENT LLC260.2K$1.3MNew
8Bank of New York Mellon Corp113.1K$569.1K-2.5K (-2.2%)Trimmed
9HighTower Advisors, LLC75.9K$381.8K+23.9K (+46.0%)Added
10Nuveen, LLC61.2K$307.8K+0 (+0.0%)No change
11DEUTSCHE BANK AG\47.1K$237.1K+6.2K (+15.1%)Added
12RHUMBLINE ADVISERS32.5K$163.4K-1.7K (-4.8%)Trimmed
13Invesco Ltd.31.4K$158.1K-7.9K (-20.0%)Trimmed
14Metis Global Partners, LLC24.1K$121.2K-17.8K (-42.5%)Trimmed
15Marietta Wealth Management, LLC23.8K$119.7K+0 (+0.0%)No change
16JPMORGAN CHASE & CO18.4K$88.6K-16.2K (-46.8%)Trimmed
17FRANKLIN RESOURCES INC17.5K$87.9KNew
18WELLS FARGO & COMPANY/MN17.1K$86.0K-33.6K (-66.3%)Trimmed
19LPL Financial LLC16.0K$80.6K+0 (+0.0%)No change
20Vanguard Global Advisers, LLC15.6K$78.6KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once CIA's latest filing finishes processing.