CNO
CNO Financial Group, Inc.42.88
+0.01+0.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.16BP/E (TTM)
14.68Basic EPS (TTM)
2.92Dividend Yield
0.02%Recent Filings
8-K
8-K
CNO Consumer Division growth briefing
CNO Financial Group released its Consumer Division Briefing on September 10, 2025, highlighting robust growth in life and health insurance amid a retirement wave and rising healthcare costs. New annualized premiums rose 5% to $353 million in 2024, driven by 8.3% CAGR in Colonial Penn direct sales and 13% higher annuity collections to $1.8 billion, while client assets in securities climbed 12.2% to $4.1 billion. Growth persists across channels. Yet, forward-looking statements warn of risks like market volatility.
10-Q
Q2 FY2025 results
CNO Financial Group posted solid Q2 results, with total revenues climbing 8 percent year-over-year to $1.15 billion, fueled by a 7.6 percent jump in insurance policy income to $651.3 million and net investment income up 7.6 percent to $483.7 million (derived). Yet net income dipped to $91.8 million from $116.3 million, as higher insurance policy benefits of $658.4 million outpaced revenue gains, squeezing operating margins while investment losses narrowed to $18.4 million. Cash from operations strengthened 37 percent to $282.2 million year-to-date, bolstering liquidity with $766 million in unrestricted cash and a robust 378 percent RBC ratio. The company repurchased $199.9 million in shares and raised its dividend to $0.17 quarterly. Still, ongoing litigation over past reinsurance deals poses a persistent risk.
8-K
CNO Q2 earnings steady
CNO Financial Group reported Q2 2025 net income of $91.8 million, down from $116.3 million last year, but net operating income held at $87.5 million amid strong sales momentum. Total new annualized premiums surged 17%, with life up 22% and annuities collected premiums rising 19%, while book value per diluted share excluding AOCI climbed 6% to $38.05. The company returned $117 million to shareholders and stays on track for 2025-2027 ROE targets. Solid growth persists.
8-K
CNO unveils investment strategy
CNO Financial Group released its Investments Briefing on June 10, 2025, highlighting a high-quality $30 billion general account portfolio, with 97% investment grade assets diversified across corporates, municipals, and structured securities. The firm boasts a proven track record of low credit impairments at 0.03% of AUM and new money rates of 6.45%, underscoring disciplined management amid market volatility. CNO eyes reallocating $600 million to $1.5 billion into private alternatives and fixed income to boost net investment income and operating ROE. Solid ALM practices position it well for opportunities.
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