CNO

It has been about a month since the last earnings report for Radian (RDN). Shares have lost about 10.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Radian due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Radian Group Inc. before we dive into how investors and analysts have reacted as of late. Radian Q1 Earnings & Revenues Top Estimates, Premiums Rise Y/YRadian Group Inc. reported first-quarter 2026 adjusted operating income of $1.27 per share, which beat the Zacks Consensus Estimate by 8.5%. The bottom line improved 28.3% year over year. Operating revenues increased 55.2% year over year to $475 million, driven by higher premiums earned and net investment income. The top line surpassed the Zacks Consensus Estimate by 57.2%.The better-than-expected quarterly results benefited from higher premiums earned, solid investment income, growth in new insurance written and higher mortgage insurance in force. However, elevated expenses and higher primary loan defaults remained headwinds. Net premiums earned were $403 million, up 72.2% year over year. Net investment income rose 14.8% year over year to $70 million, supported by higher short-term investment balances and maturities, partially offset by securities. MI's new insurance written increased 42% year over year to $13.5 billion.Primary mortgage insurance in force rose 3% year over year to $282 billion, which beat the Zacks Consensus Estimate by 1.2%. Persistency — the percentage of mortgage insurance remaining in force after 12 months — was 81.3% as of March 31, 2025, down 110 basis points year over year.Primary delinquent loans represented 2.51% of primary loans in default as of March 31, 2026, compared with 2.33% in the prior-year quarter. Total expenses soared 204.5% year over year to $292.7 million. The expense ratio improved 120 basis points year over year to 20%, reflecting enhanced operating leverage. As of March 31, 2026, Radian reported cash of $55.4 million, surged 123.3% from the 2025-end level. Total assets increased 31.2% to $10.7 billion from the 2025-end level.Book value per share rose 10% year over year to $35.67. Shareholders’ equity increased 0.6% to $4.8 billion from the...

A month has gone by since the last earnings report for Assurant (AIZ). Shares have added about 5% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Assurant due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. AIZ Q1 Earnings & Revenues Top Estimates on Solid Investment Income Assurant, Inc. reported first-quarter 2026 net operating income of $5.95 per share, which beat the Zacks Consensus Estimate by 10.2%. The bottom line increased 76% year over year. Quarterly results benefited from lower reportable catastrophes, solid performance in both Global Lifestyle and Global Housing, and earnings growth across both Connected Living and Global Automotive. It was partially offset by higher expenses. Total revenues increased 11.4% year over year to $3.4 billion, driven by higher net earned premiums and fees, other income, and net investment income. The top line beat the Zacks Consensus Estimate by 4.4%. Net investment income was up 27.9% year over year to $159.6 million. The figure was higher than our estimate of $133 million.Total benefits, losses and expenses increased 6.7% to $3 billion, mainly due to higher underwriting, selling, general, and administrative expenses, and interest expense. The figure was higher than our estimate of $2.9 billion. Revenues at Global Housing increased 11.5% year over year to $769.8 million, primarily driven by higher Total net earned premiums, fees, and other income and net investment income. The figure was higher than our estimate of $737.8 million. Adjusted EBITDA doubled year over year to $236.7 million, primarily due to $132.3 million of lower pre-tax reportable catastrophes. The figure was higher than our estimate of $207.8 million.Revenues at Global Lifestyle rose 11.3% year over year to $2.6 billion. The increase was primarily driven by higher net earned premiums, fees and other income and net investment income. The figure was higher than our estimate of $2.5 billion. Adjusted EBITDA of $236.7 million increased 20% year over year, driven by double-digit earnings growth across both Connected Living and Global Automotive. Connected Living results benefited f...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the life insurance stocks, including CNO Financial Group (NYSE:CNO) and its peers. Life insurance companies collect premiums from policyholders in exchange for providing a future death benefit or retirement income stream. Interest rates matter for the sector (and make it cyclical), with higher rates allowing insurers to reinvest their fixed-income portfolios at more attractive yields and vice versa. Additionally, favorable demographic shifts, such as an aging population, are driving strong demand for retirement products while AI and data analytics offer significant opportunities to improve underwriting accuracy and operational efficiency. Conversely, the industry faces headwinds from persistent competition from agile insurtechs that threaten traditional distribution models. The 11 life insurance stocks we track reported a slower Q1. As a group, revenues missed analysts’ consensus estimates by 1.1%. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. Rebranded from Conseco in 2010 to signal a fresh start after navigating financial challenges, CNO Financial Group (NYSE:CNO) develops and markets health insurance, annuities, and life insurance products primarily targeting middle-income pre-retirees and retirees. CNO Financial Group reported revenues of $999.2 million, up 5.3% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a beat of analysts’ EPS estimates but a significant miss of analysts’ book value per share estimates. "CNO is off to a strong start to 2026, building on the momentum from our excellent performance in 2025," said Gary C. Bhojwani, chief executive officer. Interestingly, the stock is up 5.4% since reporting and currently trades at $46.86. Read our full report on CNO Financial Group here, it’s free. With a sales force of over 140,000 licensed representatives operating on an independent contractor model, Primerica (NYSE:PRI) provides term life insurance, investment products, and other financial services to middle-income households in the United States and Canada. Primerica reported revenues of $872.3 million, up 8.6% year on year, outperforming analysts’ expectations by 1.9%. The business had a strong quarter w...

CARMEL, Ind., May 13, 2026 /PRNewswire/ -- CNO Financial Group, Inc. (NYSE: CNO) announced that at the company's annual meeting held earlier today, its shareholders: Elected nine directors (Gary C. Bhojwani, Archie M. Brown, David B. Foss, Linda T. Gibson, Adrianne B. Lee, Daniel R. Maurer, Chetlur S. Ragavan, Steven E. Shebik and Jessica A. Turner) to each serve a one-year term expiring at next year's annual meeting. Approved, by non-binding advisory vote, the executive compensation of the company's named executive officers as disclosed in the proxy statement for the annual meeting. Ratified the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for 2026. About CNO Financial Group CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities and financial services through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and $39 billion in total assets. Our 3,300 associates, 5,000 exclusive agents and more than 7,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. For more information, visit CNOinc.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/cno-financial-group-announces-voting-results-from-2026-annual-meeting-of-shareholders-302769957.html

CNO Financial Group recently reported first-quarter 2026 revenue of US$1,029.6 million and net income of US$37.7 million, and its Board approved a US$0.01 increase in the quarterly dividend to US$0.18 per share, payable on June 24, 2026, to shareholders of record on June 10, 2026. This 14th consecutive annual dividend increase, alongside stronger year-over-year earnings, highlights how CNO’s insurance and fee businesses are currently supporting higher cash returns to shareholders. With the latest quarterly earnings beat and another dividend increase, we’ll examine how this shapes CNO Financial Group’s existing investment narrative. Find 44 companies with promising cash flow potential yet trading below their fair value. To own CNO Financial Group, you need to believe in its ability to turn a large middle‑income retiree customer base into steady insurance and fee revenue, while managing interest rate and regulatory pressures. The latest dividend increase and first quarter 2026 earnings beat seem supportive of the near term catalyst around profitable policy and fee growth, and do not materially change the key risk that prolonged low interest rates could still squeeze investment margins. The most relevant recent announcement here is the first quarter 2026 earnings release, with revenue of US$1,029.6 million and net income of US$37.7 million, ahead of the prior year. Together with the reaffirmed full year operating EPS guidance range of US$4.25 to US$4.45, this context helps frame how sustainable cash generation might underpin dividends and buybacks as potential catalysts, even as interest rate and Medicare related regulatory risks stay in focus. Yet even with consistent dividend increases, investors should be aware of the risk that prolonged low interest rates could... Read the full narrative on CNO Financial Group (it's free!) CNO Financial Group's narrative projects $4.3 billion revenue and $468.4 million earnings by 2029. This requires revenue to decline by 1.2% per year and an earnings increase of about $239 million from $229.3 million today. Uncover how CNO Financial Group's forecasts yield a $46.00 fair value, in line with its current price. Simply Wall St Community members currently offer 1 fair value estimate for CNO Financial Group, clustered at US$46 per share. Readers can compare that single view with the interest rate sensitivity risk and other catal...

CARMEL, Ind., May 6, 2026 /PRNewswire/ -- CNO Financial Group, Inc. (NYSE: CNO) announced today that its Board of Directors has approved a $0.01 per share increase in its quarterly dividend. This marks the 14th consecutive annual increase by the company. The Board declared a quarterly cash dividend of $0.18 per share on the company's common shares. The dividend will be payable June 24, 2026, to shareholders of record at the close of business on June 10, 2026. About CNO Financial Group CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities and financial services through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and $39 billion in total assets. Our 3,300 associates, 5,000 exclusive agents and more than 7,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. For more information, visit CNOinc.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/cno-financial-group-announces-increase-of-quarterly-dividend-to-0-18--302764623.html

CNO Financial Group, Inc. CNO reported first-quarter 2026 adjusted earnings per share (EPS) of $1.29, which beat the Zacks Consensus Estimate by 41.8%. The bottom line rose from 79 cents a year ago. Operating revenues of $1.1 billion advanced 4.1% year over year. The top line surpassed the consensus mark by 6.9%. The strong quarterly results were supported by strong collected premiums from life and health products, rising new annualized premiums and higher fee revenues. Nevertheless, the upside was partly offset by a rise in total benefits and expenses as a result of higher insurance policy benefits. CNO Financial Group, Inc. price-consensus-eps-surprise-chart | CNO Financial Group, Inc. Quote Total insurance policy income rose 3.5% year over year to $673.4 million. The metric was aided by improved collected premiums from annuity, life and health products. Total investment losses were $22.7 million, wider than the prior-year quarter’s loss of $6.8 million. General account assets grew 5.3% year over year to $395 million. Policyholder and other special-purpose portfolios totaled negative $64.9 million compared with the prior-year quarter’s negative $63.6 million. Fee revenues and other income rose 0.3% year over year to $48.8 million. Annuity collected premiums of $433.8 million, declining 1.9% year over year, while health collected premiums increased 5.5% to $428 million. Collected premiums from life products totaled $249.8 million, which rose 2.2% year over year. The total collected premiums advanced 1.8% year over year to $1.1 billion. New annualized premiums for health products rose 17.5% year over year, while the same for life products climbed 4.8%. Annuity, Health and Life products accounted for 22.8%, 51.6% and 25.6%, respectively, of CNO's insurance margin. Total benefits and expenses rose 0.5% year over year to $981.2 million due to higher insurance policy benefits. CNO Financial exited the first quarter with unrestricted cash and cash equivalents of $1.1 billion, which rose 18.1% from the 2025-end level. Total assets of $39 billion rose 0.4% from the figure at 2025-end. The debt-to-capital was 34.6% at the first-quarter end, which deteriorated 120 basis points (bps) from the 2025-end figure. Total shareholders’ equity declined 5.3% from the 2025-end level to $2.5 billion. Book value per common share was $26.64, which decreased 4.6% from the figure at...

Insurance services company CNO Financial Group (NYSE:CNO) reported Q1 CY2026 results beating Wall Street’s revenue expectations , with sales up 8.5% year on year to $1.03 billion. Its non-GAAP profit of $1.29 per share was 38.7% above analysts’ consensus estimates. Is now the time to buy CNO? Find out in our full research report (it’s free). Revenue: $1.03 billion vs analyst estimates of $997.7 million (8.5% year-on-year growth, 3.2% beat) Adjusted EPS: $1.29 vs analyst estimates of $0.93 (38.7% beat) Market Capitalization: $4.17 billion CNO Financial Group posted better-than-expected results in Q1, with revenue growth and a significant beat on non-GAAP earnings per share. Management attributed much of the quarter’s performance to robust sales across both its Consumer and Worksite divisions, with total new annualized premiums rising. CEO Gary Bhojwani highlighted the company’s middle-market focus and captive agent distribution model as key differentiators supporting ongoing sales momentum. Additionally, improvements in insurance product margin and investment yields contributed to profitability, while technology-driven productivity gains and agent count growth further underscored the quarter’s operational execution. Looking ahead, management is prioritizing continued growth in operating earnings and improvements in return on equity by leveraging product diversity, disciplined expense management, and reinvestment in technology. CFO Paul McDonough noted that rate increases in the Medicare Supplement business are expected to support future benefit ratios, while ongoing investments in digital and artificial intelligence are designed to enhance agent productivity and the customer experience. Management remains focused on stable, long-term returns and aims to further increase its ROE target, with McDonough stating, “Our aim is to continue to improve upon that [12% ROE].” CNO’s management pointed to strong sales performance, product diversification, and operational efficiency as major drivers of the quarter’s outperformance versus analyst expectations. Medicare Supplement shift: CNO saw a notable increase in Medicare Supplement sales, responding to industrywide disruption in Medicare Advantage. Management highlighted a 53% rise in Medicare Supplement new annualized premiums, driven by consumers switching coverage amid widespread plan changes and terminations. Techno...

Image source: The Motley Fool. Friday, May 1, 2026 at 11 a.m. ET Chief Executive Officer — Gary Bhojwani Chief Financial Officer — Paul McDonough Chief Investment Officer — Eric Johnson Vice President, Investor Relations — Adam Auvil Need a quote from a Motley Fool analyst? Email [email protected] Gary Bhojwani: Thanks, Adam. Good morning, everyone, and thank you for joining us. CNO Financial Group, Inc. is off to a strong start to the year, building on our excellent 2025 performance. First quarter operating earnings per diluted share were up 33% to $1.05 and up 42% excluding significant items. We also delivered our fifteenth consecutive quarter of sales growth and our thirteenth consecutive quarter of producing agent count growth. We remain pleased with the consistent results we are generating, and we remain focused on growing earnings, improving profitability, and reinvesting in the business. Our performance in the quarter once again illustrates the strength and resilience of our business model. We continue to perform well through economic uncertainty as we help middle income households achieve greater financial security and protection. Sales results in the quarter were strong across both divisions, with total new annualized premiums up 11%. Our exclusive middle market focus and our last-mile captive agent distribution model create our durable competitive moat. This difficult to replicate model is a clear advantage and a catalyst for profitable growth. Earnings continue to benefit from strong insurance product margin and investment results reflecting growth in the business and expansion of the portfolio book yield. We maintained a robust capital position while returning $77 million to shareholders. Book value per diluted share, excluding AOCI, was $38.98, up 5%. Turning to slide five and our growth scorecard. Nearly all of our growth scorecard metrics were up for the quarter with strong performance across production, distribution, and investments and capital. Turning to slide six on our Consumer division. The Consumer business delivered a strong start to the year. This marks our fourteenth consecutive quarter of sustained sales growth and includes a 9% three-year compound annual growth rate for Life and Health NAP. Consistent execution and our focus on the middle income market continue to drive our results. Life and Health NAP was up 9% for the quarter. Total He...

CNO reported a strong start to 2026 with operating EPS up 33% to $1.05 and its 15th consecutive quarter of sales growth, while returning $77 million to shareholders and raising book value ex-AOCI 5% to $38.98. The Medicare business powered growth—total Medicare policies sold rose 24% and Medicare Supplement NAP climbed 53%—but management warned of modestly adverse claims and has filed rate increases (approved ~10.2% for a Jan. 1 closed block; expecting ~14.5% for July filings) that will phase in with full effect by Q4 2026. Net investment income increased 6% with new-money rates above 6% and about $1.3 billion deployed; capital and liquidity stayed within targets (holding company liquidity $280M, debt-to-capital 26.4%), CNO repurchased $60M of stock and reaffirmed 2026 guidance while flagging potential higher 2027 ROE ambitions. Interested in CNO Financial Group, Inc.? Here are five stocks we like better. CNO Financial Group (NYSE:CNO) reported first-quarter 2026 results that management described as a “strong start to the year,” driven by higher operating earnings, continued sales momentum, and improving investment income. On the earnings call, Chief Executive Officer Gary Bhojwani and Chief Financial Officer Paul McDonough pointed to broad-based growth across the company’s consumer and worksite divisions, while also addressing Medicare Supplement claims trends, expense timing, and capital levels. Bhojwani said the company is “building on our excellent 2025 performance,” noting first-quarter operating earnings per diluted share increased 33% to $1.05 and were up 42% excluding significant items in the prior period. He added that the quarter marked the company’s 15th consecutive quarter of sales growth and its 13th consecutive quarter of producing agent count growth. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Total new annualized premiums increased 11% across both divisions, Bhojwani said, as the company continued to emphasize its middle-income market focus and captive agent distribution model. He also highlighted capital returns and book value growth, stating CNO returned $77 million to shareholders and ended the quarter with book value per diluted share excluding AOCI of $38.98, up 5%. In the consumer business, Bhojwani said Life and Health new annualized premium (NAP) rose 9% and total Health NAP increased 20%, marking 15 consecutive quarter...

This article first appeared on GuruFocus. Operating Earnings per Share: Up 33% to $1.05; up 42% excluding significant items. New Annualized Premiums: Up 11% across both divisions. Book Value per Diluted Share (excluding AOCI): $38.98, up 5%. Life and Health NAP Growth: Up 9% for the quarter. Total Health NAP Growth: Up 20%. Medicare Supplement NAP Growth: Up 53%. Annuity Collected Premiums: $434 million, down 2%. Client Assets: Up 27% to a new record. Producing Agent Count: Up 3%, marking the 13th consecutive quarter of growth. Operating Return on Equity: 13.1%; 12.2% excluding significant items. Net Investment Income: Increased 6% year-over-year. Debt to Capital Ratio: 26.4%, within the target range of 25% to 28%. Shareholder Returns: $77 million returned to shareholders. Warning! GuruFocus has detected 8 Warning Sign with CNO. Is CNO fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. CNO Financial Group Inc (NYSE:CNO) reported a 33% increase in operating earnings per diluted share, reaching $1.05, and a 42% increase excluding significant items. The company achieved its 15th consecutive quarter of sales growth and 13th consecutive quarter of producing agent count growth. Total new annualized premiums increased by 11%, with strong performance across both divisions. CNO Financial Group Inc (NYSE:CNO) maintained a robust capital position, returning $77 million to shareholders and increasing book value per diluted share by 5%. Investments in technology and artificial intelligence are enhancing efficiency and customer experience, with promising early results from AI initiatives in customer service. Medicare Supplement faced modestly adverse claims experience, although this was partially offset by growth. Annuity collected premiums decreased by 2% due to strong comparables from the previous year. The expense ratio was 18.9%, reflecting lower-than-planned spending, which is expected to normalize over the year. Net investment income not allocated to products was slightly below expectations, despite year-over-year growth. The company is cautious about the volatile macroeconomic environment, affirming its original guidance for 2026 without updates. Q: Can you provide more details on the pricing plans for the Med Supp business and...

CARMEL, Ind. (AP) — CARMEL, Ind. (AP) — CNO Financial Group Inc. (CNO) on Thursday reported earnings of $37.7 million in its first quarter. The Carmel, Indiana-based company said it had profit of 39 cents per share. Earnings, adjusted for non-recurring costs, were $1.29 per share. The insurance holding company posted revenue of $1.03 billion in the period. Its adjusted revenue was $1.05 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CNO at https://www.zacks.com/ap/CNO