Q1 EPS Estimates for CNA Financial Boosted by Zacks Research

CNA Financial Corporation (NYSE:CNA) – Analysts at Zacks Research upped their Q1 2026 earnings per share estimates for shares of CNA Financial in a research note issued to investors on Monday, February 23rd. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $1.49 per share for the quarter, up from their previous estimate of $1.48. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for CNA Financial’s current full-year earnings is $4.64 per share. Zacks Research also issued estimates for CNA Financial’s Q2 2026 earnings at $1.19 EPS, Q3 2026 earnings at $1.20 EPS, Q4 2026 earnings at $0.77 EPS, FY2026 earnings at $4.65 EPS, Q1 2027 earnings at $1.60 EPS, Q4 2027 earnings at $1.15 EPS, FY2027 earnings at $5.24 EPS and FY2028 earnings at $5.33 EPS.

Other equities research analysts also recently issued reports about the stock. Weiss Ratings upgraded shares of CNA Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Wall Street Zen lowered CNA Financial from a “buy” rating to a “hold” rating in a research note on Sunday, February 15th. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, CNA Financial has a consensus rating of “Moderate Buy”.

CNA Financial Stock Performance

Shares of CNA stock opened at $47.14 on Tuesday. CNA Financial has a 52 week low of $43.29 and a 52 week high of $51.34. The company has a market capitalization of $12.76 billion, a price-to-earnings ratio of 10.05, a PEG ratio of 8.78 and a beta of 0.37. The company has a 50-day simple moving average of $47.71 and a 200 day simple moving average of $46.95. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.28 and a current ratio of 0.28.

CNA Financial (NYSE:CNA) last announced its quarterly earnings results on Monday, February 9th. The insurance provider reported $1.16 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.20 by ($0.04). CNA Financial had a net margin of 8.53% and a return on equity of 12.23%. The business had revenue of $3.83 billion for the quarter, compared to analyst estimates of $2.88 billion. During the same period in the prior year, the business earned $1.25 EPS.

Hedge Funds Weigh In On CNA Financial

A number of institutional investors have recently modified their holdings of CNA. AQR Capital Management LLC raised its stake in CNA Financial by 14.6% during the fourth quarter. AQR Capital Management LLC now owns 2,784,682 shares of the insurance provider’s stock worth $132,941,000 after acquiring an additional 354,076 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of CNA Financial by 31.8% during the 4th quarter. First Trust Advisors LP now owns 1,560,644 shares of the insurance provider’s stock valued at $74,505,000 after purchasing an additional 376,752 shares during the last quarter. Bank of New York Mellon Corp increased its position in CNA Financial by 26.0% during the 2nd quarter. Bank of New York Mellon Corp now owns 1,499,771 shares of the insurance provider’s stock worth $69,784,000 after purchasing an additional 309,534 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in CNA Financial by 0.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 890,953 shares of the insurance provider’s stock valued at $42,534,000 after purchasing an additional 2,348 shares during the last quarter. Finally, UBS Group AG boosted its position in CNA Financial by 25.9% in the fourth quarter. UBS Group AG now owns 867,787 shares of the insurance provider’s stock valued at $41,428,000 after buying an additional 178,314 shares in the last quarter. Institutional investors and hedge funds own 98.45% of the company’s stock.

Insider Activity

In related news, Chairman Dino Robusto sold 6,250 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $47.62, for a total value of $297,625.00. Following the transaction, the chairman owned 661,838 shares in the company, valued at approximately $31,516,725.56. This trade represents a 0.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.36% of the company’s stock.

CNA Financial Announces Dividend

The business also recently announced an annual dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, February 23rd will be given a dividend of $2.00 per share. This represents a dividend yield of 409.0%. The ex-dividend date is Monday, February 23rd. CNA Financial’s dividend payout ratio is presently 40.94%.

Key Headlines Impacting CNA Financial

Here are the key news stories impacting CNA Financial this week:

• Positive Sentiment: Zacks raised its FY2027 EPS forecast to $5.24 from $4.96, signaling a stronger full‑year outlook beyond 2026 — a bullish development for forward earnings growth expectations. Zacks Research estimate changes
• Positive Sentiment: Zacks boosted Q1 2027 to $1.60 from $1.48, indicating stronger early‑2027 momentum that can support sentiment heading into the new year. Zacks Research estimate changes
• Positive Sentiment: Zacks raised its FY2028 projection to $5.33 (new/published estimate), reinforcing a multi‑year earnings growth narrative. Zacks Research estimate changes
• Positive Sentiment: Small upward tweaks to near-term quarters: Q4 2026 to $0.77 (from $0.75) and Q1 2026 to $1.49 (from $1.48) — marginally supportive to short-term earnings visibility. Zacks Research estimate changes
• Neutral Sentiment: Zacks maintains a “Hold” rating on CNA; the firm also issued a slight Q2 2026 revision to $1.19 (from $1.20) — a very small adjustment unlikely to move fundamentals on its own. Zacks Research estimate changes
• Negative Sentiment: Zacks cut Q3 2026 EPS sharply to $1.20 from $1.36, a meaningful near‑term downgrade that could weigh on 2026 quarterly results and sentiment. Zacks Research estimate changes
• Negative Sentiment: Zacks trimmed FY2026 to $4.65 from $4.79 and cut Q4 2027 to $1.15 from $1.21 — downward pressure on near‑term aggregate earnings versus prior expectations. Zacks Research estimate changes

CNA Financial Company Profile

CNA Financial Corporation is a leading U.S.-based commercial property and casualty insurance company offering a broad portfolio of risk management and insurance solutions. The company underwrites coverage for businesses of all sizes across a variety of industry sectors, including manufacturing, healthcare, energy, technology, construction and real estate. In addition to core property and casualty insurance, CNA delivers specialized products such as surety bonds, professional liability, environmental liability and commercial auto coverage.

Headquartered in Chicago, Illinois, CNA traces its origins to the founding of Continental Casualty Company in 1897.