CNO Financial Group, Inc.
At today's price, CNO Financial Group, Inc. (CNO) is priced for 16.4% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
CNO is an insurer, so the price is best read against book value and the returns earned on it. At $50.88 the stock trades near 2x book of about $26 per share on a return on equity running near 10%, which is a premium the business has to keep earning rather than one already banked. The recent operating momentum is real: first-quarter 2026 operating EPS rose 33% to $1.05, the fifteenth straight quarter of sales growth, with Medicare and supplemental health doing the heavy lifting and management gu
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347 institutional managers reported holding CNO in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 43%. 37 opened new positions that quarter. Held by BlackRock, State Street, Franklin Resources, among others. On the short side, 1.9M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CNO has cut its share count 28.2% over the past five years, spending $1.28B on repurchases. It pays a dividend, and has for 14 years running, raised 13 years straight; the current rate is $0.67 a share annually. Cash returned over the past three years: $184.60M in dividends and $815.40M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CNO over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CNO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -4.6% | -2.3% |
| 2023-11-09 | +0.4% | +11.4% |
| 2024-02-24 | -2.9% | -2.3% |
| 2024-05-07 | -0.3% | +1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CNO's latest 8-K filings: 2026-05-13 (items 5.07); 2026-04-30 (items 2.02, 9.01); 2026-02-11 (items 5.02, 7.01, 9.01); 2026-02-05 (items 2.02, 9.01); 2026-01-15 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.