CNO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $53.86
Market Cap (MRQ) $4.99B
P/E (TTM) 18.5
EPS (TTM) $2.91
Revenue (TTM) $4.65B
Div Yield 1.3%
ROE (TTM) 10.9%
52W Range $38–$58

CNO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$4.49B
2018-12-31 → 2025-12-31
EPS$2.30
2018-12-31 → 2025-12-31
Net margin6.0%
2018-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend CNO 5Y avg Peer Median Verdict
P/E (TTM) 18.55Y avg ≈9.9 ≈9.9 14.0 Overvalued
P/S (TTM) 1.15Y avg ≈0.8 ≈0.8 0.7 Overvalued
P/B (MRQ) 1.95Y avg ≈1.4 ≈1.4 1.8 Fair value
Price / Cash Flow 7.55Y avg ≈5.5 ≈5.5 7.5 Undervalued
Price / Tangible Book 1.95Y avg ≈1.3 ≈1.3 · ·
PEG Ratio ≈10.6 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield1.3%
Payout Ratio28.9%
Annualized Payout≈$0.72Paid quarterly
5Y Div CAGR≈7.2%Per share, split-adjusted
Growth Streak≈12Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 10, 2026$0.18USD≈1.3%
Jun 10, 2026$0.18USD≈1.4%
Mar 10, 2026$0.17USD≈1.7%
Dec 10, 2025$0.17USD≈1.6%
Sep 10, 2025$0.17USD≈1.7%
Jun 10, 2025$0.17USD≈1.7%
Mar 10, 2025$0.16USD≈1.7%
Dec 10, 2024$0.16USD≈1.7%
Sep 10, 2024$0.16USD≈1.9%
Jun 10, 2024$0.16USD≈2.2%
Mar 7, 2024$0.15USD≈2.2%
Dec 7, 2023$0.15USD≈2.2%
Sep 7, 2023$0.15USD≈2.5%
Jun 8, 2023$0.15USD≈2.4%
Mar 9, 2023$0.14USD≈2.4%
Dec 8, 2022$0.14USD≈2.4%
Sep 8, 2022$0.14USD≈2.9%
Jun 9, 2022$0.14USD≈2.7%
Mar 9, 2022$0.13USD≈2.2%
Dec 9, 2021$0.13USD≈2.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 11.2%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 27, 2026 $1.26 $0.97 30.4%
March 31, 2026 $0.39 $0.95 -58.8%
Dec. 31, 2025 $1.47 $0.95 55.4%
Sept. 30, 2025 $1.29 $0.93 39.3%
June 30, 2025 $0.87 $0.86 1.5%
March 31, 2025 $0.79 $0.80 -0.87%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 11
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $4.49B$4.45B$4.15B$3.58B$4.12B$3.82B$4.02B$4.31B$4.30B$3.99B$3.81B$4.14B
Operating Income $553M$551M$460M$467M$515M$464M$368M$381M$455M···
Interest Expense $231M$254M$239M$137M$95M$109M$152M$150M$124M$116M$95M$93M
Pretax Income $293M$540M$357M$816M$733M$344M$274M$-265M$480M$353M$368M$175M
Income Tax $64M$119M$80M$186M$163M$42M$-135M$50M$305M$-5M$97M$124M
Net Income $229M$421M$276M$631M$570M$302M$409M$-315M$176M$358M$271M$51M
EPS (Basic) $2.35$3.96$2.44$5.45$4.44$2.12$2.62$-1.90$1.03$2.03$1.40$0.24
EPS (Diluted) $2.30$3.89$2.40$5.36$4.35$2.11$2.61$-1.90$1.02$2.01$1.39$0.24
Shares (Basic) 97,763,000106,144,000113,275,000115,733,000128,400,000142,096,000156,040,000165,457,000170,025,000176,638,000193,054,000212,917,000
Shares (Diluted) 99,822,000108,116,000115,124,000117,717,000131,126,000143,164,000157,148,000165,457,000172,144,000178,323,000195,166,000217,655,000
EBITDA $872M$843M$727M$702M$790M$768M$636M$292M$265M$275M$283M$274M
Balance Sheet 10
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents ·······$657M$757M$668M$797M$612M
Total Assets $38.79B$37.85B$35.03B$33.13B$36.20B$35.34B$33.63B$31.44B$33.11B$31.98B$31.13B$31.16B
Total Liabilities $36.15B$35.33B$32.81B$31.36B$30.94B$29.86B$28.95B$28.07B$28.26B$27.49B$26.99B$26.47B
Long-term Debt ·······$917M$915M$913M$925M$797M
Common Stock $900.0K$1M$1M$1M$1M$1M$2M$2M$2M$2M$2M$2M
Retained Earnings $2.42B$2.25B$1.90B$1.69B$1.13B$752M$536M$197M$560M$651M$347M$128M
AOCI $-1.11B$-1.37B$-1.58B$-1.96B$1.95B$2.19B$1.37B$178M$1.21B$622M$403M$825M
Stockholders' Equity $2.64B$2.52B$2.22B$1.77B$3.68B$5.48B$4.68B$3.37B$4.85B$4.49B$4.14B$4.69B
Liabilities + Equity $38.79B$37.85B$35.03B$33.13B$36.20B$35.34B$33.63B$31.44B$33.11B$31.98B$31.13B$31.16B
Shares Outstanding 94,484,339101,618,957109,357,540114,343,070120,377,152135,279,119148,084,178162,202,000166,858,000173,754,000184,029,000203,324,000
Cash Flow 12
Metric Trend 202520242023202220212020201920182017201620152014
D&A $318M$292M$267M$248M$237M$304M$268M$292M$265M$275M$283M$274M
Deferred Tax $400.0K$93M$12M$154M$99M$100M$39M$93M$72M$173M$119M$144M
Other Non-cash $128M$-157M$27M$-335M$-225M$29M$-20M$248M$100M$-47M$71M$-347M
Operating Cash Flow $676M$628M$583M$495M$598M$736M$697M$318M$633M$776M$748M$122M
Investing Cash Flow $-1.67B$-1.49B$-872M$-1.78B$-1.53B$-608M$-556M$-526M$-270M$-930M$-1.07B$56M
Stock Issued $12M$11M$13M$14M$22M$19M$9M$4M$8M$8M$6M$5M
Stock Repurchased $331M$300M$166M$190M$408M$268M$254M$108M$168M$210M$365M$319M
Net Stock Activity $-320M$-289M$-153M$-177M$-386M$-249M$-245M$-104M$-160M$-195M$-359M$-314M
Dividends Paid $66M$68M$68M$65M$66M$67M$67M$65M$60M$55M$52M$51M
Financing Cash Flow $-23M$1.97B$534M$1.20B$668M$210M$-143M$107M$-274M$26M$142M$-266M
Net Change in Cash $-1.01B$1.11B$244M$-87M$-260M$337M$-2M$-101M$89M$-128M$-179M$-87M
Taxes Paid $38M$55M$59M$34M$-20M$28M$-2M$32M$77M···
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 12.3%12.4%11.1%10.0%11.4%12.1%9.2%·····
Net Margin 5.1%9.1%6.7%11.1%10.7%7.9%10.2%-7.3%4.1%9.0%7.1%1.2%
Pretax Margin 6.5%11.7%8.6%14.5%13.8%9.0%6.8%-6.1%11.2%8.9%9.7%4.2%
EBITDA Margin 19.4%18.9%17.5%19.6%19.2%20.1%15.8%6.8%6.2%6.9%7.4%6.6%
ROA 0.60%1.1%0.81%1.1%1.2%0.88%1.3%-0.98%0.54%1.1%0.87%0.16%
ROE 8.9%15.6%13.5%24.3%8.4%5.7%8.9%-9.0%3.6%8.0%6.5%1.1%
ROIC 16.4%17.2%16.1%19.6%7.0%7.4%11.8%·····
Liquidity & Solvency 1
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 2.42.21.92.64.94.32.4·····
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.10.10.10.10.10.10.10.10.10.10.10.1
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $27.92$24.59$20.26$12.25$43.69$40.54$31.58$20.78$29.05$25.82$22.49$23.06
Revenue / Share $44.95$41.15$36.02$30.38$31.44$26.69$25.55$26.07$24.96$22.35$19.53$19.04
Cash Flow / Share $6.77$5.81$5.06$4.21$4.56$5.14$4.43$1.92$3.56$4.26$3.81$0.56
Cash / Share ·······$4.05$3.47$2.76$2.35$3.01
Dividend / Share $0.67$0.63$0.59$0.55········
Dividend Paid / Share ··$0.59$0.55$0.51$0.47$0.43$0.39$0.35$0.31$0.27$0.24
EPS (TTM) $2.30$3.89$2.40$5.36$4.35$2.11$2.61$-1.90$1.02$2.01$1.39$0.24
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 0.85%7.3%15.9%-13.2%7.9%·······
Revenue CAGR 3Y 7.8%2.6%2.8%·········
Revenue CAGR 5Y 3.3%···········
EPS YoY -40.9%62.1%-55.2%23.2%106.2%·······
EPS CAGR 3Y -24.6%-3.7%4.4%·········
EPS CAGR 5Y 1.7%···········
Net Income YoY -45.5%52.2%-56.1%10.6%89.0%·······
Net Income CAGR 3Y -28.6%-9.6%-2.9%·········
Net Income CAGR 5Y -5.3%···········
Dividends Paid CAGR 5Y -0.24%···········
Valuation (TTM) 12
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $4.49B$4.45B$4.15B$3.58B$4.12B$3.82B$4.02B$4.31B$4.30B$3.99B$3.81B$4.14B
Net Income TTM $229M$421M$276M$631M$570M$302M$409M$-315M$176M$358M$271M$51M
Market Cap $4.01B$3.78B$3.05B$2.61B$2.87B$3.01B$2.68B$2.41B$4.12B$3.33B$3.51B$3.50B
P/E 18.59.611.64.35.510.56.9-7.824.29.513.771.8
P/S 0.90.80.70.70.70.80.70.61.00.80.90.8
P/B 1.51.51.41.90.50.50.60.70.80.70.80.7
P / Tangible Book 1.51.51.41.50.80.5······
P / Cash Flow 5.96.05.25.34.84.13.97.66.74.44.728.7
Dividend Yield 1.7%1.8%2.2%2.5%2.3%2.2%2.5%2.7%1.5%1.7%1.5%1.5%
Earnings Yield 5.4%10.4%8.6%23.5%18.2%9.5%14.4%-12.8%4.1%10.5%7.3%1.4%
Payout Ratio 28.9%16.8%24.6%16.3%14.9%22.2%16.4%-20.6%33.9%15.3%19.2%99.2%
Annual Payout $66M$68M$68M$65M$66M$67M$67M$65M$60M$55M$52M$51M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $4.49B $4.45B $4.15B $3.58B $4.12B
Operating Margin % 12.3% 12.4% 11.1% 10.0% 11.4%
Net Income $229M $421M $276M $631M $570M
Diluted EPS $2.30 $3.89 $2.40 $5.36 $4.35

Institutional owners (13F) 404 filers · $4.8B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 404
Value held $4.8B
New positions 59
Exited positions 29
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
59 (+10 vs prior Q) 29 (-10 vs prior Q) 131 (+7 vs prior Q) 113 (+7 vs prior Q) +826K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $682,433,285 13,386,295 14.28% Shares
VANGUARD GROUP INC $494,658,198 11,647,238 10.35% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $343,380,480 6,735,592 7.19% Shares
STATE STREET CORP $211,921,668 4,156,957 4.43% Shares
VANGUARD CAPITAL MANAGEMENT LLC $208,069,364 4,081,392 4.35% Shares
FRANKLIN RESOURCES INC $197,431,237 3,872,719 4.13% Shares
AMERICAN CENTURY COMPANIES INC $191,478,637 3,755,956 4.01% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $181,033,980 3,551,078 3.79% Shares
DIMENSIONAL FUND ADVISORS LP $172,702,515 3,387,446 3.61% Shares
AQR CAPITAL MANAGEMENT LLC $137,436,058 2,695,882 2.88% Shares
GEODE CAPITAL MANAGEMENT, LLC $133,763,124 2,623,422 2.80% Shares
PZENA INVESTMENT MANAGEMENT LLC $124,476,082 2,441,665 2.60% Shares
MORGAN STANLEY $84,042,855 1,648,544 1.76% Shares
GOLDMAN SACHS GROUP INC $80,602,770 1,581,066 1.69% Shares
PRINCIPAL FINANCIAL GROUP INC $79,644,423 1,562,268 1.67% Shares
NORTHERN TRUST CORP $76,553,761 1,501,643 1.60% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $58,681,000 1,151,061 1.23% Shares
Allianz Asset Management GmbH $57,754,070 1,132,877 1.21% Shares
FMR LLC $53,893,855 1,057,157 1.13% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $52,122,207 1,022,405 1.09% Shares
BANK OF AMERICA CORP /DE/ $50,034,011 981,444 1.05% Shares
Nuveen, LLC $48,051,058 942,548 1.01% Shares
Bank of New York Mellon Corp $44,528,814 873,457 0.93% Shares
Assenagon Asset Management S.A. $40,537,512 795,165 0.85% Shares
Bragg Financial Advisors, Inc $39,461,222 774,053 0.83% Shares
JPMORGAN CHASE & CO $35,674,748 680,052 0.75% Shares
Qube Research & Technologies Ltd $34,961,727 685,793 0.73% Shares
Invesco Ltd. $32,084,468 629,354 0.67% Shares
VANGUARD FIDUCIARY TRUST CO $31,443,597 616,783 0.66% Shares
FEDERATED HERMES, INC. $27,256,508 534,651 0.57% Shares
AMERIPRISE FINANCIAL INC $23,514,188 461,229 0.49% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $23,193,810 454,959 0.49% Shares
TWO SIGMA INVESTMENTS, LP $22,004,956 431,639 0.46% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $21,082,269 413,540 0.44% Shares
MILLENNIUM MANAGEMENT LLC $20,155,861 395,368 0.42% Shares
Clark Capital Management Group, Inc. $20,091,656 394,109 0.42% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $19,340,436 379,373 0.40% Shares
RHUMBLINE ADVISERS $18,365,261 360,245 0.38% Shares
Russell Investments Group, Ltd. $16,265,143 319,004 0.34% Shares
CITADEL ADVISORS LLC $16,075,115 315,322 0.34% Shares
SEI INVESTMENTS CO $15,978,597 313,440 0.33% Shares
Hudson Bay Capital Management LP $15,332,694 300,759 0.32% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $14,501,975 284,464 0.30% Shares
NORGES BANK $14,386,607 282,201 0.30% Shares
Paradice Investment Management LLC $13,934,312 273,329 0.29% Shares
Quantinno Capital Management LP $12,331,950 241,897 0.26% Shares
Allspring Global Investments Holdings, LLC $11,655,464 223,842 0.24% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $11,523,060 226,031 0.24% Shares
Huber Capital Management LLC $11,164,519 218,998 0.23% Shares
Retirement Systems of Alabama $10,881,681 213,450 0.23% Shares

Show all 404 institutional owners →

Activists & 5%+ owners 7 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Paulson & Co. Inc., Paulson Advantage Master Ltd., Paulson Advantage Plus Master Ltd., Paulson Recovery Master Fund, John Paulson ×8 filings July 11, 2014 · Initial filing · SEC
STEEL PARTNERS II, L.P., STEEL PARTNERS HOLDINGS L.P., STEEL PARTNERS LLC, STEEL PARTNERS II GP LLC, WARREN G. LICHTENSTEIN, JACK L. HOWARD ×9 filings July 17, 2009 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Sept. 19, 2007 · Initial filing Passive investment SEC
Undisclosed reporting person Oct. 15, 2003 · Initial filing · SEC
Undisclosed reporting person Oct. 15, 2003 · Initial filing · SEC
Appaloosa Investment S.S. OR, Palomino Fund Ltd. S.S. OR, Appaloosa Management L.P. S.S. OR, Appaloosa Partners Inc. S.S. OR, David A. Tepper S.S. OR ×2 filings Oct. 7, 2003 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Sept. 22, 2003 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 61 insiders · 15 officers · 13 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Gary C Bhojwani Chief Executive Officer June 30, 2026 M 174,264 0 6 $-10,815,870
Karen Detoro President, Worksite Division Sept. 1, 2026 M 36,450 0 5 $-1,355,153
Scott L. Goldberg President, Consumer Division June 4, 2026 F 206,092 0 3 $-1,312,567
Michael B Byers President, Worksite March 25, 2023 F 17,813 0 0 $0
Michael D. Heard Co-President, Worksite March 25, 2021 F 36,007 0 0 $0
Jeremy David Williams Chief Actuary Sept. 16, 2026 M 61,041 0 3 $-487,311
Jeanne L. Linnenbringer Chief Operations Officer Aug. 31, 2026 M 26,209 0 4 $-798,899
Rocco F. Tarasi III Chief Marketing Officer July 1, 2026 S 77,300 0 6 $-1,168,034
Joel T Koehneman Chief Accounting Officer March 25, 2026 F 5,090 0 0 $0
Michael E. Mead Chief Information Officer March 25, 2026 F 22,513 0 0 $0
Yvonne K Franzese Chief Human Resources Officer March 25, 2026 F 29,013 0 4 $-511,530
Matthew J. Zimpfer General Counsel March 25, 2026 F 300,456 0 3 $-3,802,149
Michellen Annette Wildin Chief Accounting Officer Feb. 12, 2024 A 4,690 0 0 $0
John R Kline SVP and CAO Dec. 6, 2023 S 64,730 0 0 $0
Bruce K. Baude Chief Ops & Tech Officer March 25, 2022 F 161,877 0 0 $0
Jessica A Turner Director May 12, 2026 A 10,584 0 0 $0
Adrianne Lee Director May 12, 2026 A 20,337 0 0 $0
Linda T. Gibson Director May 12, 2026 A 4,817 0 0 $0
David B Foss Director May 12, 2026 A 52,725 0 0 $0
Chetlur S Ragavan Director May 12, 2026 A 33,325 0 0 $0
Steven E Shebik Director May 12, 2026 A 56,756 0 0 $0
Archie M Brown Director May 12, 2026 A 20,337 0 0 $0
Stephen N David Director May 10, 2023 A 65,977 0 0 $0
Frederick James Sievert Director Aug. 16, 2022 S 61,118 0 0 $0
Ellyn L Brown Director May 19, 2022 A 92,756 0 0 $0
Robert C Greving Director May 18, 2021 S 60,224 0 0 $0
Charles J. Jacklin Director March 17, 2021 S 26,220 0 0 $0
Dan Maurer · May 12, 2026 A 108,102 0 0 $0
Paul H. Mcdonough · March 25, 2026 F 234,939 0 0 $0
Eric R Johnson · March 25, 2026 F 693,188 0 1 $-2,006,945
Mary R Henderson · Aug. 28, 2025 G 73,460 0 0 $0
Joel H. Schwartz · April 3, 2020 F 23,653 0 0 $0
Neal C Schneider · May 13, 2019 A 114,319 0 0 $0
Gerardo Monroy · March 29, 2019 S 22,140 0 0 $0
Erik M Helding · March 27, 2019 A 66,600 0 0 $0
Christopher J Nickele · Oct. 6, 2018 F 81,475 0 0 $0
Susan L Menzel · March 25, 2017 F 5,772 0 0 $0
Edward J Bonach · March 8, 2017 S 480,431 0 0 $0
Michael T Tokarz · May 5, 2016 A 116,814 0 0 $0
Scott R Perry · Feb. 23, 2016 A 311,392 0 0 $0
Frederick John Crawford · March 25, 2015 F 107,505 0 0 $0
Roger Keith Long · March 20, 2015 S 21,363 0 0 $0
John G Turner · May 7, 2014 A 98,190 0 0 $0
Steven M Stecher · March 25, 2013 F 174,254 0 0 $0
James C Prieur · Sept. 30, 2011 M 1,053,499 0 0 $0
ZWIENER DAVID K · May 14, 2010 P 52,532 0 0 $0
Debra J Perry · May 11, 2010 A 53,794 0 0 $0
Glenn R Hilliard · May 11, 2010 A 321,419 0 0 $0
Donna James · May 11, 2010 A 45,620 0 0 $0
Russell M Bostick · March 31, 2010 F 73,412 0 0 $0
Doreen A Wright · May 20, 2009 A 24,588 0 0 $0
Philip Roberts · May 21, 2008 A 28,507 0 0 $0
Michael S Shannon · May 21, 2008 A 6,250 0 0 $0
Mark E Alberts · April 1, 2008 A · 0 0 $0
Daniel G Walseth · Nov. 30, 2007 P 6,115 0 0 $0
Michael J Dubes · June 20, 2007 F 39,231 0 0 $0
James E Hohmann · Dec. 20, 2006 F 92,126 0 0 $0
Eugene M Bullis · Nov. 4, 2006 F 137,180 0 0 $0
Dewette Ingham · Sept. 17, 2004 A 11,000 0 0 $0
William S Kirsch · Aug. 17, 2004 A 400,000 0 0 $0
William J Shea · Aug. 3, 2004 A 796,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 81 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PFI · Invesco Exchange-Traded Fund Trust 1.56% 16,403 SH Oct. 2, 2026 Daily
XMLV · Invesco Exchange-Traded Fund Trust … 1.27% 165,581 SH Oct. 2, 2026 Daily
XMVM · Invesco Exchange-Traded Fund Trust 1.15% 108,803 SH Oct. 2, 2026 Daily
MYLD · Cambria ETF Trust 1.02% 6,284 NS July 31, 2026 N-PORT
HAPS · Harbor ETF Trust 0.91% 28,029 NS July 31, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.78% 48,019 SH Oct. 2, 2026 Daily
ROSC · Lattice Strategies Trust 0.64% 7,129 NS July 31, 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 0.58% 772,662 SH Oct. 2, 2026 Daily
HSMV · First Trust Exchange-Traded Fund III 0.57% 3,659 NS July 31, 2026 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0.37% 27,979 SH Oct. 2, 2026 Daily
SMDX · Tidal Trust III 0.36% 8,426 NS July 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.35% 767 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 36,318 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.31% 81,781 SH Aug. 19, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.27% 80,155 SH Aug. 19, 2026 Daily
FYT · First Trust Exchange-Traded AlphaDE… 0.27% 9,377 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.23% 611,474 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.23% 115,253 SH Sept. 11, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.22% 3,486 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.21% 51,334 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 25,088 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.19% 44,510 SH Oct. 2, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.18% 25,415 SH Aug. 19, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.18% 80,005 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.17% 2,423,767 SH Sept. 11, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.17% 15,806 SH Aug. 19, 2026 Daily
RSSL · Global X Funds 0.17% 44,970 NS July 31, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.16% 12,428 SH Oct. 2, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.15% 48,180 SH Oct. 2, 2026 Daily
PTMC · Pacer Funds Trust 0.14% 10,241 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.14% 540,051 SH Aug. 19, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.14% 6,866 SH Oct. 2, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.13% 150,617 SH Aug. 19, 2026 Daily
GSY · Invesco Actively Managed Exchange-T… 0.13% 4,918,000 Oct. 2, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.12% 148,000 Oct. 2, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.12% 3,427,000 Oct. 2, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.11% 1,371 NS July 31, 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0.10% 224,472 Oct. 2, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.10% 1,290,587 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.09% 253,838 NS July 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.06% 24,251 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.05% 1,623 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.05% 20,382 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.05% 1,070,456 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.05% 2,033,995 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.05% 148,821 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.05% 5,890 SH Sept. 11, 2026 Daily
PFF · iShares Trust 0.05% 368,048 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.03% 12,441 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.03% 78,402 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.02% 40,417 SH Oct. 2, 2026 Daily
DFAC · Dimensional ETF Trust 0.02% 189,721 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.02% 527,374 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.02% 364,102 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.02% 2,658 SH Oct. 1, 2026 Daily
DGRO · iShares Trust 0.02% 127,622 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.02% 6,659 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.02% 78,110 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.01% 6,921 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 2,822,434 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 97,099 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 7,634 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 20,587 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 18,963 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.01% 27,669 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 130,318 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 26,184 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.01% 556 NS July 31, 2026 N-PORT
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 14, 2026 Daily
IJH · iShares Trust · 3,264,028 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 476,384 SH Aug. 20, 2026 Daily
IWN · iShares Trust · 878,253 SH Sept. 11, 2026 Daily
IAK · iShares Trust · 51,961 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 12,675 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 4,140 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 20,471 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 152,128 SH Sept. 9, 2026 Daily

CNO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 11 analysts HOLD
Median target $53.50 -0.7%
1 9.1% Strong Buy
3 27.3% Buy
7 63.6% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

4 analysts · 2026-09-29

Mean target $53.75 -0.2%

Now Current price $53.86
Low$52.00 Mean$53.75 High$56.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CNO $4.01B 18.5 0.85% 5.1% 8.9% ·
GL $12.90B 9.9 3.7% 19.4% 20.4% ·
OSCR · -8.5 27.5% -3.8% -44.5% ·
PRI $8.22B 11.3 6.6% 22.8% 31.9% ·
LNC $8.46B 7.6 -1.2% 6.5% 12.3% ·
GNW $3.54B 16.7 0.08% 3.0% 2.6% ·
FG $4.18B 16.4 -0.23% 4.6% 6.0% ·
BHF · · · · · ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 6, 2026