earnings
confidence high
sentiment neutral
materiality 0.65
CNO Financial Q2 net income $91.8M ($0.91 EPS), down 21% YoY; NAP up 17%
CNO Financial Group, Inc.
2025-Q2 EPS reported
$1.11
revenue$2,155,600,000
- Net income of $91.8M ($0.91 diluted EPS) vs $116.3M ($1.06) in 2Q24; net operating income $87.5M ($0.87) vs $114.6M ($1.05).
- Total new annualized premiums (NAP) up 17% (Life +22%, Health +11%); annuity collected premiums up 19%.
- Returned $116.7M to shareholders: $100M stock buyback at avg $38.09, $16.7M dividends; remaining $540.4M buyback authority.
- Book value per diluted share ex AOCI $38.05, up 6% YoY; operating ROE 11.8%; statutory RBC ratio 378%.
- Debt-to-capital ratio fell to 34.6% from 42.2% due to repayment of 2025 Notes in 2Q25.