Zacks Research Lifts Earnings Estimates for CNA Financial

CNA Financial Corporation (NYSE:CNA) – Research analysts at Zacks Research raised their Q1 2026 earnings per share estimates for CNA Financial in a report released 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 prior forecast of $1.48. Zacks Research 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.

Several other brokerages have also commented on CNA. Weiss Ratings upgraded shares of CNA Financial from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Wall Street Zen lowered CNA Financial from a “buy” rating to a “hold” rating in a research report on Sunday, February 15th. One research analyst has rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy”.

CNA Financial Trading Up 0.7%

Shares of CNA stock opened at $47.46 on Tuesday. CNA Financial has a 1-year low of $43.29 and a 1-year high of $51.34. The firm has a market cap of $12.85 billion, a PE ratio of 10.12, a price-to-earnings-growth ratio of 8.83 and a beta of 0.37. The company has a 50-day moving average of $47.71 and a two-hundred day moving average of $46.95. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.28 and a quick ratio of 0.28.

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

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. CORDA Investment Management LLC. lifted its stake in shares of CNA Financial by 2.5% in the 3rd quarter. CORDA Investment Management LLC. now owns 701,884 shares of the insurance provider’s stock worth $32,610,000 after acquiring an additional 17,046 shares during the period. Russell Investments Group Ltd. increased its stake in shares of CNA Financial by 145.6% during the second quarter. Russell Investments Group Ltd. now owns 214,575 shares of the insurance provider’s stock worth $9,984,000 after acquiring an additional 127,223 shares during the period. Torray Investment Partners LLC raised its holdings in CNA Financial by 18.8% during the third quarter. Torray Investment Partners LLC now owns 502,616 shares of the insurance provider’s stock worth $23,352,000 after purchasing an additional 79,698 shares in the last quarter. Y Intercept Hong Kong Ltd lifted its position in CNA Financial by 362.6% in the third quarter. Y Intercept Hong Kong Ltd now owns 40,350 shares of the insurance provider’s stock valued at $1,875,000 after purchasing an additional 31,628 shares during the period. Finally, Patrick Mauro Investment Advisor INC. lifted its position in CNA Financial by 13.3% in the second quarter. Patrick Mauro Investment Advisor INC. now owns 145,703 shares of the insurance provider’s stock valued at $6,599,000 after purchasing an additional 17,048 shares during the period. Hedge funds and other institutional investors own 98.45% of the company’s stock.

Insider Buying and Selling

In other CNA Financial news, Chairman Dino Robusto sold 6,250 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $47.62, for a total transaction of $297,625.00. Following the sale, the chairman owned 661,838 shares in the company, valued at $31,516,725.56. This represents a 0.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.30% of the stock is owned by insiders.

CNA Financial Dividend Announcement

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

CNA Financial News Summary

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

• Positive Sentiment: Zacks materially raised its FY2027 EPS view to $5.24 (from $4.96), signaling a stronger earnings outlook for next year that can justify a higher valuation and likely helped push the stock up. MarketBeat: CNA Financial
• Positive Sentiment: Zacks boosted near‑term 2027 quarter estimates: Q1 2027 to $1.60 (from $1.48) and Q2 2027 to $1.28 (from $0.68) — upgrades that reduce short‑term execution risk and support better sequential earnings visibility.
• Neutral Sentiment: Zacks maintained a “Hold” rating on CNA, indicating the firm sees balanced upside vs. risk despite the estimate changes; no change in analyst conviction was signaled.
• Neutral Sentiment: Zacks published longer‑range estimates (FY2028 at $5.33) — useful for modeling but further out and less likely to move the stock on its own.
• Negative Sentiment: Zacks cut FY2026 to $4.65 (from $4.79) and trimmed several near‑term quarterly forecasts (examples: Q3 2026 to $1.20 from $1.36; Q3 2027 to $1.22 from $1.59), indicating weaker near‑term earnings expectations that could pressure short‑term sentiment.
• Negative Sentiment: Smaller downward tweaks to quarters (Q2 2026 to $1.19 from $1.20, Q4 2027 to $1.15 from $1.21) point to some lingering uncertainty in underwriting/expense timing — a caution for investors focused on sequential results.

About CNA Financial

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.