Allianz Asset Management GmbH Trims Stock Holdings in CNO Financial Group, Inc. $CNO

Allianz Asset Management GmbH lessened its position in shares of CNO Financial Group, Inc. (NYSE:CNO) by 26.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,141,841 shares of the financial services provider’s stock after selling 404,904 shares during the quarter. Allianz Asset Management GmbH owned 1.18% of CNO Financial Group worth $45,160,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Turning Point Benefit Group Inc. purchased a new stake in CNO Financial Group in the second quarter valued at approximately $32,000. First Horizon Corp purchased a new stake in shares of CNO Financial Group in the 3rd quarter valued at $32,000. EverSource Wealth Advisors LLC boosted its holdings in shares of CNO Financial Group by 123.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,176 shares of the financial services provider’s stock valued at $45,000 after acquiring an additional 649 shares during the last quarter. Osaic Holdings Inc. raised its holdings in shares of CNO Financial Group by 39.2% during the second quarter. Osaic Holdings Inc. now owns 1,194 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 336 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its holdings in shares of CNO Financial Group by 637.4% during the first quarter. Geneos Wealth Management Inc. now owns 1,438 shares of the financial services provider’s stock worth $60,000 after purchasing an additional 1,243 shares during the last quarter. 95.43% of the stock is currently owned by hedge funds and other institutional investors.

CNO Financial Group News Summary

Here are the key news stories impacting CNO Financial Group this week:

• Positive Sentiment: Q4 EPS and revenue beat expectations — CNO delivered $1.47 EPS (above the $1.20 consensus) and reported revenue above estimates, driving the upside to near-term earnings power. CNO Financial (CNO) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Company says it achieved (and in many cases exceeded) full-year 2025 guidance — management’s confirmation of targets reduces near-term execution risk and supports earnings visibility. CNO Financial Group Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Profitability metrics look solid — reported return on equity ~15.8% and net margin ~6.6%, indicating continued operating leverage in the business. Press Release / Slide Deck
• Neutral Sentiment: Investor materials available — management released a press release and slide deck that provide detail on results and capital deployment; useful for modeling forward quarters. View Slide Deck
• Neutral Sentiment: Analysts are asking whether the insurer can sustain momentum — coverage of the beat includes analyst caution about whether growth and margins persist into 2026. Monitor upcoming commentary and guidance for clarity. CNO Financial earnings up next: Can insurer sustain momentum?
• Negative Sentiment: Balance-sheet and liquidity signals may limit upside — reported quick/current ratios are low (~0.18) and debt-to-equity is elevated (~1.45), which can constrain capital flexibility and raise investor caution on leverage. (Background financial metrics)

CNO Financial Group Stock Down 0.4%

CNO Financial Group stock opened at $42.36 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.18 and a quick ratio of 0.18. The stock has a market capitalization of $4.04 billion, a PE ratio of 14.81 and a beta of 0.84. The business has a 50 day simple moving average of $42.04 and a 200-day simple moving average of $40.18. CNO Financial Group, Inc. has a 12 month low of $34.63 and a 12 month high of $44.19.

CNO Financial Group (NYSE:CNO) last released its quarterly earnings results on Thursday, February 5th. The financial services provider reported $1.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.20 by $0.27. The firm had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1 billion. CNO Financial Group had a net margin of 6.64% and a return on equity of 15.81%. The firm’s revenue for the quarter was up 4.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.18 EPS. On average, analysts anticipate that CNO Financial Group, Inc. will post 3.83 EPS for the current fiscal year.

CNO Financial Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Wednesday, December 10th were paid a dividend of $0.17 per share. The ex-dividend date of this dividend was Wednesday, December 10th. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.6%. CNO Financial Group’s payout ratio is currently 23.78%.

Wall Street Analyst Weigh In

CNO has been the topic of several analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of CNO Financial Group in a research report on Wednesday, January 21st. Jefferies Financial Group raised CNO Financial Group from a “hold” rating to a “buy” rating and raised their target price for the stock from $42.00 to $47.00 in a report on Monday, December 15th. Keefe, Bruyette & Woods boosted their price target on CNO Financial Group from $44.00 to $45.00 and gave the company a “market perform” rating in a report on Thursday, October 9th. Wall Street Zen upgraded CNO Financial Group from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, Piper Sandler lifted their target price on shares of CNO Financial Group from $46.00 to $50.00 and gave the company an “overweight” rating in a report on Tuesday, December 23rd. Four research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, CNO Financial Group has a consensus rating of “Moderate Buy” and a consensus target price of $46.75.

Insider Buying and Selling

In related news, CIO Eric R. Johnson sold 48,665 shares of the firm’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $41.24, for a total value of $2,006,944.60. Following the transaction, the executive directly owned 671,542 shares of the company’s stock, valued at approximately $27,694,392.08. This trade represents a 6.76% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Gary C. Bhojwani sold 31,430 shares of CNO Financial Group stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $41.99, for a total value of $1,319,745.70. Following the completion of the sale, the chief executive officer owned 195,926 shares in the company, valued at approximately $8,226,932.74. The trade was a 13.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 89,378 shares of company stock worth $3,722,146 in the last 90 days. Insiders own 3.00% of the company’s stock.

About CNO Financial Group

CNO Financial Group is an Indiana‐based holding company that offers a range of insurance and retirement solutions through its operating subsidiaries. Its primary business activities include life insurance, annuities, and supplemental health insurance products designed to help individuals plan for retirement and manage health‐related expenses. The company serves middle‐income Americans, with particular emphasis on senior customers seeking guaranteed coverage and reliable income streams.

Originally founded as Conseco in 1979, the company underwent a financial restructuring and rebranded as CNO Financial Group in 2010.