CNO Earnings

CNO reported its earnings on 2026-02-05, showcasing a revenue of 1.14B against an estimate of 962.55M, resulting in a 18.76% surprise. The EPS was 1.47, surpassing the expected 1.2 by 22.5%. The stock experienced a 5.51% price change on the earnings day and a 1.82% change over the next five days, reflecting market reactions to the results.

Following CNO's earnings announcement on 2026-02-05, the stock price moved by 5.51% on the day of the release. Over the subsequent five days, it saw a 1.82% change. Historically, CNO's stock price tends to shift by an average of -2.29% in the 10 days leading up to earnings and 2.32% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CNO's annual revenue to reach 983.00M, while the EPS is projected at 0.92. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CNO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CNO's stock price typically moves by -2.29% in the 10 days before its earnings and 2.32% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.92 and revenue of 983.00M.

The earnings call reflects a positive outlook with strong financial performance, improved ROE targets, and increased shareholder returns. Despite some challenges in discretionary purchases and Medicare Advantage, the company expects growth in Medicare Supplement sales, aligning with demographic trends. The Q&A session revealed confidence in hitting targets and maintaining regulatory relationships, although there were some vague responses. The market cap suggests moderate sensitivity to positive news, leading to an expected stock price increase of 2% to 8% over the next two weeks.