- CNO Financial Group announced its Board of Directors declared a quarterly cash dividend of US$0.17 per share, payable September 24, 2025, to shareholders of record as of September 10, 2025, and provided second quarter 2025 earnings results alongside a major share buyback update.
- Despite reporting higher quarterly revenue, the company experienced a year-over-year decline in net income and earnings per share, while continuing to repurchase a significant portion of its outstanding shares.
- We'll explore how CNO's ongoing buybacks, even amid lower earnings, may reshape its investment narrative and outlook for profitability.
Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
CNO Financial Group Investment Narrative Recap
To be a CNO Financial Group shareholder, you need confidence in the company's ability to grow earnings in an aging population market while managing the margin pressures from competition, regulation, and changing consumer preferences. The most recent earnings and buyback announcements do little to shift the main short-term catalyst, digital sales momentum, or the biggest risk, which remains pressure on net investment margins from potential interest rate declines.
Among recent announcements, the company’s completion of another share repurchase tranche stands out for its immediate significance. While returning capital to shareholders, these buybacks have not offset lower net income and falling earnings per share, underscoring an area investors will likely watch closely as CNO continues to balance capital management with profitability.
On the other hand, investors should keep a close eye on the risk that persistent low interest rates could squeeze CNO’s investment returns and impact...
Read the full narrative on CNO Financial Group (it's free!)
CNO Financial Group's outlook anticipates $4.3 billion in revenue and $435.2 million in earnings by 2028. This scenario assumes a -0.8% annual revenue decline and a $146.5 million increase in earnings from the current $288.7 million.
Uncover how CNO Financial Group's forecasts yield a $42.40 fair value, a 15% upside to its current price.
Exploring Other Perspectives
Community fair value estimates for CNO Financial Group are uniform at US$42.40, based on one individual analysis from the Simply Wall St Community. With consensus pointing to interest rate pressures as a core risk, this is a moment to compare your outlook with the range of insights available.
Explore another fair value estimate on CNO Financial Group - why the stock might be worth just $42.40!
Build Your Own CNO Financial Group Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your CNO Financial Group research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
- Our free CNO Financial Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CNO Financial Group's overall financial health at a glance.
No Opportunity In CNO Financial Group?
Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:
- AI is about to change healthcare. These 26 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
- This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.
- Find companies with promising cash flow potential yet trading below their fair value.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com