earnings
confidence high
sentiment positive
materiality 0.75
CNO Q2 2026 operating EPS $1.26, up 45% YoY; raises full-year guidance 8%
CNO Financial Group, Inc.
- Net income $125.9M ($1.33 diluted EPS); net operating income $119.5M ($1.26 diluted EPS), up 45% YoY.
- Raising 2026 operating EPS guidance by 8% at midpoint; operating ROE ex significant items 13.1%.
- Total new annualized premiums up 7% to extend 16-quarter sales growth streak; Worksite and Consumer agent count up.
- Repurchased $60M of stock (1.3M shares at avg $46.57); $300.4M remaining authorization; dividends $16.8M.
- Book value per diluted share ex AOCI $39.92, up 5% from Dec 2025; debt-to-capital 34.0%.