earnings
confidence high
sentiment positive
materiality 0.70
CNO Q1 2026 net income $38M; operating EPS up 33% YoY to $1.05
CNO Financial Group, Inc.
2026-Q1 EPS reported
$0.39
revenue$1,029,600,000
- Net income $38M ($0.39 diluted EPS) vs $21.5M ($0.21) YoY; net operating income $101M ($1.05) vs $81.1M ($0.79).
- Operating EPS grew 33% YoY; total new annualized premiums up 11%; Medicare policies sold up 24%.
- Book value per diluted share ex AOCI $38.98; operating ROE ex significant items 12.2%.
- Share repurchases of $60M in Q1 (1.4M shares at avg $41.79); holding co cash $280.1M.
- Debt-to-capital ratio 34.8%; incurred $13.7M TechMod expenses; net investment losses $15.2M.