How Is Globe Life's Stock Performance Compared to Other Insurance Stocks?

Core Insights - Globe Life Inc. (GL) is a significant player in the life and supplemental health insurance market, catering to lower-middle and middle-income families with a market cap of approximately $11.9 billion [1][2] Financial Performance - GL stock reached an all-time high of $147.83 on September 23 and is currently trading 3.1% below that peak, having increased 16.6% over the past three months, outperforming the iShares U.S. Insurance ETF (IAK) which saw a slight dip of 0.83% during the same period [3] - Year-to-date, GL stock prices have surged 28.5%, and over the past 52 weeks, they have increased by 32.5%, significantly outpacing IAK's gains of 4.6% in 2025 and 2% over the past year [4] - Following the release of mixed Q2 results on July 23, GL's stock prices rose by 5.4%, driven by a 3% growth in life insurance premiums and a 7.5% increase in health insurance premiums, leading to a 4.5% year-over-year increase in overall insurance premiums to $1.2 billion [5] - Despite a drop in net investment income and realized losses, GL achieved a 2.8% growth in overall topline revenue to $1.5 billion, although this was slightly below market expectations [5] - The company reported a robust 10.1% growth in net operating income per share to $3.27, exceeding consensus estimates by 62 basis points [6] Competitive Position - GL has significantly outperformed its peer, Unum Group (UNM), which saw a 5.2% increase in 2025, although it lagged behind UNM's 33.8% surge over the past 52 weeks [6]