CNO Financial Group, Inc. (CNO) Form 8-K — Oct 29, 2026
CNO Financial Group reported strong third quarter 2026 results on October 29: net income of $161 million ($1.71 per diluted share) and net operating income of $179 million ($1.90 per diluted share), with operating EPS up 47% year-over-year. Results included a $44.9 million net favorable impact from the comprehensive annual actuarial review. Management raised full-year 2026 operating EPS guidance with the midpoint up 9% from prior guidance, citing a 17th consecutive quarter of sales growth and continued agent count expansion.
Key figures
- Eps
- 1.71
- Revenue
- 1086000000
- Guidance
- Raising 2026 operating EPS guidance with midpoint up 9% from prior guidance
- Net Income
- 161100000
- Cash Position
- 230700000
- Shares Outstanding
- 91705509
- Roe
- 16.4%
- Rbc ratio
- 374%
- Nap growth
- Total NAP $126.7M, up 1.3% YoY; 17th consecutive quarter of sales growth
- Q3 buybacks
- $60.0 million repurchased (1.1M shares at avg $54.52); $240.4 million remaining authorization
- Q3 common dividends
- $16.5 million
- Book value per share
- $25.34
- Bvps diluted ex aoci
- $41.29, up 8%
- Net operating income
- $179.1 million ($1.90 per diluted share), up 47% per share YoY
- Debt to capital ratio
- 36.5%
- Reinsurance transaction
- ~$270 million of inforce graded benefit life statutory reserves reinsured from Colonial Penn to Bermuda affiliate
- Operating roe ex significant items
- 14.1%
- Significant items favorable impact
- $44.9 million ($0.48 per diluted share) from annual actuarial review
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