• CNO Financial hosted its first-quarter 2026 earnings call with CEO Gary Bhojwani, CFO Paul McDonough, Investor Relations VP Adam Auvil, Chief Investment Officer Eric Johnson, analysts from Jefferies, KBW, Dowling and Partners, BMO, Raymond James.
• Operating earnings per diluted share rose 33% to 1.05, supported by profitable sales growth, underwriting strength, higher net investment income, tighter expense management; capital return totaled USD 77 million, including USD 60 million of share repurchases.
• Management affirmed 2026 guidance, citing macro volatility; CFO signaled 2027 operating ROE ambition likely to rise, with an update due no later than early next year.
• Medicare Supplement claims ran modestly adverse; CFO outlined 2025 rate filings for closed block with Jan. 1, 2026 effective date seeking 10.5% with 10.2% approvals, plus July 1, 2026 effective date seeking 16.8% with approvals expected around 14.5%, with full quarterly impact evident by fourth quarter 2026.
• Net investment income increased 6% on asset growth, higher book yields; CIO described credit spreads as stable in quarter, kept new money strategy disciplined with new money rate a little above 6%, flagged less favorable FABN arbitrage in first quarter with reassessment likely in June.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CNO Financial Group Inc. published the original content used to generate this news brief on May 04, 2026, and is solely responsible for the information contained therein.