Assessing CNO Financial Group (CNO)’s Valuation After Its Recent Share Price Cool-Down

CNO Financial Group (CNO) shares have cooled slightly after a strong multi year run, which has some investors asking whether this insurer’s steady earnings growth and income profile still justify leaning in at current levels.

See our latest analysis for CNO Financial Group.

The share price has eased back to around $40.29 after a softer week and month of trading, yet the year to date share price return remains positive and the multi year total shareholder return signals that longer term momentum is still intact.

If CNO’s steady run has you thinking about where else compounding stories might be building, now could be a good moment to explore fast growing stocks with high insider ownership.

With CNO trading modestly below analyst targets, yet boasting strong multi year total returns and robust earnings growth, investors now face a key question: is there still upside left, or has the market already priced in the next leg of growth?

Most Popular Narrative: 9.3% Undervalued

With the most followed narrative placing fair value above CNO Financial Group’s last close, the gap hinges on how earnings and margins evolve from here.

Analysts expect earnings to reach $432.2 million (and earnings per share of $4.91) by about September 2028, up from $288.7 million today. The analysts are largely in agreement about this estimate.

Read the complete narrative.

Curious how modest revenue expectations still map to richer profits and a lower future earnings multiple than the sector? The full narrative unpacks that tension in detail.

Result: Fair Value of $44.40 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this path depends on supportive rates and execution. Prolonged low yields or intensifying annuity competition could quickly challenge the bullish thesis.

Find out about the key risks to this CNO Financial Group narrative.

Build Your Own CNO Financial Group Narrative

If you see the story differently or prefer to test your own assumptions directly against the numbers, you can build a full view in minutes: Do it your way.

A great starting point for your CNO Financial Group research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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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.

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