This investor briefing offers no earnings or guidance updates—it is a strategic recap. Monitor the next quarterly 10-Q for actual financial performance and any changes in the benefit ratio or sales momentum in Medicare Advantage, which showed a slowdown in new policies.
Price Chart
Executive Summary
CNO held a routine investor briefing on September 1, 2026, focused on its Worksite Division and Medicare business. The presentation highlighted historical growth trends (Worksite NAP 18% CAGR since 2020, Medicare Supplement earned premium up to $336M in Q2 YTD 2026 from $312M a year prior) but did not disclose new financial results, revise guidance, or announce any material corporate events—this is purely informational under Regulation FD.
Key Facts
- Investor briefing on Worksite Division and Medicare business — no new financial results, no guidance change.
- Worksite NAP has grown at an 18% CAGR since 2020.
- Medicare Supplement earned premium of $336M for Q2 YTD 2026, up from $312M in Q2 YTD 2025; underwriting margin was 17.7% vs. 18.0%.
- Medicare Advantage new policies sold declined to 13k (Q2 YTD 2026) from 17k (Q2 YTD 2025); fee revenue was $28M vs. $38M.
- Company maintains A (Excellent) rating from AM Best, with $5.1B market cap and $39.9B total assets as of mid-2026.
Financial Impact
No new financial results or guidance; historical metrics disclosed include Q2 YTD 2026 Medicare Supplement earned premium of $336M and Life & Health NAP of $245M.
Risk Factors
- Medicare Advantage new policies sold declined year-over-year, signaling potential competitive pressure or market saturation.
- Underwriting margin in Medicare Supplement has compressed (17.7% vs 18.0% a year ago) amid higher rate increases.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (CNO) — Batch item 1 | 0001224608-26-000071 |
| Document: cno-20260901.htm | 0001224608-26-000071 |
| Document: 0001224608-26-000071-index-headers.html | 0001224608-26-000071 |
| Document: 0001224608-26-000071-index.html | 0001224608-26-000071 |
| Document: 0001224608-26-000071.txt | 0001224608-26-000071 |
| 8-K Filing (CNO) — Batch item 6 | 0001224608-26-000071 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 10d ago | Press Release | $54.71 | awaiting T+20 | — | $54.23 (−0.88%) |
Sep 2, 2026 7w ago | Insider Cluster | $56.72 $53.86 | ▼ −5.04% | ▼ −4.59% | $54.23 (−4.39%) |
Sep 1, 2026 7w ago | 8-K | $54.54 $53.28 | ▼ −2.31% | ▼ −3.49% | $54.23 (−0.57%) |
Aug 5, 2026 11w ago | Press Release | $55.48 $56.72 | ▲ +2.23% | ▲ +1.64% | $54.23 (−2.25%) |
Jul 30, 2026 12w ago | Press Release | $55.09 $55.37 | ▲ +0.51% | ▼ −2.48% | $54.23 (−1.56%) |
Jul 1, 2026 16w ago | Insider Cluster | $52.43 $55.09 | ▲ +5.07% | ▲ +4.77% | $54.23 (+3.43%) |
Mar 26, 2026 30w ago | DEFA14A | — | awaiting T+20 | — | — |
US Market Status
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