Allianz Asset Management GmbH Reduces Position in CNO Financial Group, Inc. $CNO

Allianz Asset Management GmbH reduced its holdings in CNO Financial Group, Inc. (NYSE:CNO) by 26.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,141,841 shares of the financial services provider’s stock after selling 404,904 shares during the period. Allianz Asset Management GmbH’s holdings in CNO Financial Group were worth $45,160,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. American Century Companies Inc. grew its stake in CNO Financial Group by 6.2% during the 2nd quarter. American Century Companies Inc. now owns 3,121,527 shares of the financial services provider’s stock valued at $120,429,000 after acquiring an additional 183,493 shares in the last quarter. Allspring Global Investments Holdings LLC grew its position in shares of CNO Financial Group by 72.7% in the second quarter. Allspring Global Investments Holdings LLC now owns 1,333,698 shares of the financial services provider’s stock valued at $51,641,000 after purchasing an additional 561,327 shares in the last quarter. Balyasny Asset Management L.P. grew its position in shares of CNO Financial Group by 32.6% in the second quarter. Balyasny Asset Management L.P. now owns 764,867 shares of the financial services provider’s stock valued at $29,509,000 after purchasing an additional 187,974 shares in the last quarter. Bragg Financial Advisors Inc increased its holdings in shares of CNO Financial Group by 14.0% in the second quarter. Bragg Financial Advisors Inc now owns 639,939 shares of the financial services provider’s stock valued at $24,689,000 after purchasing an additional 78,793 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its position in CNO Financial Group by 1.5% during the second quarter. Ameriprise Financial Inc. now owns 607,659 shares of the financial services provider’s stock worth $23,443,000 after buying an additional 8,686 shares in the last quarter. 95.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at CNO Financial Group

In related news, CMO Rocco F. Tarasi III sold 9,283 shares of the firm’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $42.60, for a total transaction of $395,455.80. Following the completion of the transaction, the chief marketing officer directly owned 73,932 shares in the company, valued at $3,149,503.20. This trade represents a 11.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CIO Eric R. Johnson sold 48,665 shares of CNO Financial Group 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 completion of the transaction, the executive directly owned 671,542 shares of the company’s stock, valued at approximately $27,694,392.08. This represents a 6.76% 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 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Key Stories Impacting CNO Financial Group

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)

Analyst Upgrades and Downgrades

Several brokerages have issued reports on CNO. Wall Street Zen upgraded CNO Financial Group from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Piper Sandler upped their price objective 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. Keefe, Bruyette & Woods raised their price objective on shares of CNO Financial Group from $44.00 to $45.00 and gave the stock a “market perform” rating in a research report on Thursday, October 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of CNO Financial Group in a report on Wednesday, January 21st. Finally, Jefferies Financial Group raised shares of CNO Financial Group from a “hold” rating to a “buy” rating and increased their price target for the company from $42.00 to $47.00 in a research note on Monday, December 15th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $46.75.

CNO Financial Group Trading Down 0.4%

NYSE CNO 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 P/E ratio of 14.81 and a beta of 0.84. The firm’s 50-day moving average is $42.04 and its two-hundred day moving average is $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. CNO Financial Group had a net margin of 6.64% and a return on equity of 15.81%. The business had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1 billion. During the same period in the previous year, the firm earned $1.18 EPS. The business’s revenue was up 4.2% on a year-over-year basis. On average, sell-side analysts anticipate that CNO Financial Group, Inc. will post 3.83 earnings per share for the current year.

CNO Financial Group Dividend Announcement

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

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.