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Will CNO Financial Group’s (CNO) Buybacks and Earnings Guidance Reflect Long-Term Value Priorities?

Simply Wall St·11/08/2025 03:34:07
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  • CNO Financial Group recently reported its third-quarter 2025 results, with revenue rising to US$1,188.7 million and net income at US$23.1 million, and announced it had narrowed its 2025 operating earnings per share guidance to US$3.75–$3.85 while maintaining the midpoint.
  • The company also completed a significant share buyback tranche, repurchasing 1.6 million shares for US$60 million, suggesting a strong ongoing capital return commitment.
  • We’ll examine how the updated earnings guidance and robust buyback activity impact CNO Financial Group’s future investment narrative.

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CNO Financial Group Investment Narrative Recap

For investors considering CNO Financial Group, the story centers on confidence in the company's ability to grow within the middle-income retirement and insurance markets, all while navigating shifting industry trends and interest rates. The latest earnings report and updated guidance provide a degree of near-term stability, but do not materially change the biggest short-term catalyst, continued growth in policy sales and digital channels, or the most pressing risk, which remains pressure on investment margins from sustained low or declining interest rates.

Among recent developments, the company’s completion of a US$60 million share buyback in the third quarter stands out. This move underscores CNO’s ongoing commitment to returning capital to shareholders, yet it does not directly address the interest rate sensitivity that continues to shape the company’s profit outlook heading into 2026.

In contrast, investors should remain aware that prolonged periods of low interest rates could threaten CNO’s net investment margins and overall profitability if...

Read the full narrative on CNO Financial Group (it's free!)

CNO Financial Group's outlook anticipates $4.3 billion in revenue and $432.2 million in earnings by 2028. This assumes a yearly revenue decline of 0.8% and an earnings increase of $143.5 million from today's earnings of $288.7 million.

Uncover how CNO Financial Group's forecasts yield a $42.40 fair value, a 3% upside to its current price.

Exploring Other Perspectives

CNO Earnings & Revenue Growth as at Nov 2025
CNO Earnings & Revenue Growth as at Nov 2025

All participant fair value estimates from the Simply Wall St Community cluster at US$42.40, reflecting a single viewpoint. While community estimates are uniform, the market’s future expectations remain closely linked to CNO’s ability to maintain profitability amid interest rate headwinds. Explore how others view these risks and opportunities for a fuller picture.

Explore another fair value estimate on CNO Financial Group - why the stock might be worth as much as $42.40!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.