“Investment income not allocated to product lines includes investment income on investments in excess of amounts allocated to product lines, investments held by our holding companies, the spread we earn from our FHLB investment borrowing and FABN programs and…”10-Q · Aug 6, 2026 ↗
CNO Financial Group, Inc.
CNO
Market read
CNO Financial Group, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- Earned yield on investments was 4.84% in Q1 2026 versus 4.79% in Q1 2025, reflecting higher portfolio yields.
Invalidation: The isolated read changes if CNO's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Earned yield on investments was 4.84% in Q1 2026 versus 4.79% in Q1 2025, reflecting higher portfolio yields.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 2.95x in the latest annual period.
- Net margin changed -4.3 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- P/E is 97% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 36% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
54.95Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“d other tax items; (viii) costs related to our three-year project to modernize certain elements of our technology ("TechMod") that are incremental to normal spend and will not recur following implementation, net of taxes; (ix) goodwill and other asset impairm…”10-K · Feb 24, 2026 ↗
“Lower than expected dividends and/or surplus debenture interest payments from our insurance subsidiaries (resulting from inadequate earnings or capital or regulatory requirements).”10-K · Feb 24, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.2× · EV/sales 1.2×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CNO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CNO. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CNO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AFLAflac IncorporatedcompetitorFeb 24, 2026 ▾
“Our main competitors for supplemental health products sold through our Worksite Division include AFLAC, subsidiaries of Unum, MetLife, Chubb/Combined, and Voya.”
METMetLife, Inc.competitorFeb 24, 2026 ▾
“Our main competitors for supplemental health products sold through our Worksite Division include AFLAC, subsidiaries of Unum, MetLife, Chubb/Combined, and Voya.”
PENNPENN Entertainment, Inc.investeeNov 6, 2025 ▾
“CDOC also holds a surplus debenture from Colonial Penn with a principal balance of $160.0 million.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CNO is currently a Leader in the organic co-movement group Life Insurance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CNO; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.