Analysts Issue Forecasts for CNA Financial FY2026 Earnings

Key Points

• Zacks Research raised CNA Financial’s FY2026 EPS forecast to $4.16 from $4.01, slightly above the $4.14 consensus estimate, while maintaining a “Hold” rating.
• CNA Financial reported quarterly EPS of $1.19, beating analyst expectations of $1.08, with revenue of $3.83 billion versus the $2.97 billion estimate.
• The company declared a quarterly dividend of $0.48 per share, equivalent to $1.92 annually and a 3.8% yield; institutional investors own 98.45% of the stock.

CNA Financial Corporation (NYSE:CNA - Free Report) - Research analysts at Zacks Research boosted their FY2026 earnings per share estimates for shares of CNA Financial in a research note issued to investors on Monday, August 17th. Zacks Research analyst Team now anticipates that the insurance provider will earn $4.16 per share for the year, up from their previous estimate of $4.01. Zacks Research has a "Hold" rating on the stock. The consensus estimate for CNA Financial's current full-year earnings is $4.14 per share. Zacks Research also issued estimates for CNA Financial's Q3 2027 earnings at $1.58 EPS and Q4 2027 earnings at $0.79 EPS.

Separately, Weiss Ratings upgraded CNA Financial from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 17th. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy".

CNA Financial Price Performance

Shares of CNA opened at $50.35 on Wednesday. The firm's 50 day moving average price is $50.21 and its 200 day moving average price is $47.76. CNA Financial has a twelve month low of $41.53 and a twelve month high of $55.71. The firm has a market cap of $13.62 billion, a PE ratio of 11.07, a PEG ratio of 6.89 and a beta of 0.28. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.27 and a current ratio of 0.27.

CNA Financial (NYSE:CNA - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The insurance provider reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.11. CNA Financial had a net margin of 8.16% and a return on equity of 11.34%. The firm had revenue of $3.83 billion for the quarter, compared to analyst estimates of $2.97 billion. During the same quarter in the prior year, the business earned $1.23 EPS.

Hedge Funds Weigh In On CNA Financial

A number of hedge funds have recently made changes to their positions in the business. Daiwa Securities Group Inc. lifted its stake in CNA Financial by 5.6% in the fourth quarter. Daiwa Securities Group Inc. now owns 3,972 shares of the insurance provider's stock valued at $190,000 after buying an additional 211 shares during the period. Lazard Asset Management LLC boosted its holdings in CNA Financial by 6.8% during the second quarter. Lazard Asset Management LLC now owns 3,957 shares of the insurance provider's stock worth $184,000 after buying an additional 253 shares during the last quarter. Focus Partners Wealth grew its position in shares of CNA Financial by 2.9% during the 3rd quarter. Focus Partners Wealth now owns 9,305 shares of the insurance provider's stock worth $432,000 after buying an additional 258 shares during the period. Whittier Trust Co. grew its position in shares of CNA Financial by 13.8% during the 1st quarter. Whittier Trust Co. now owns 2,275 shares of the insurance provider's stock worth $105,000 after buying an additional 275 shares during the period. Finally, Hudson Portfolio Management LLC increased its stake in shares of CNA Financial by 0.8% in the 4th quarter. Hudson Portfolio Management LLC now owns 39,980 shares of the insurance provider's stock valued at $1,909,000 after acquiring an additional 300 shares during the last quarter. Institutional investors and hedge funds own 98.45% of the company's stock.

Insider Buying and Selling

In related news, EVP Mark Steven James sold 8,273 shares of the firm's stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $53.15, for a total value of $439,709.95. Following the completion of the transaction, the executive vice president directly owned 26,446 shares of the company's stock, valued at $1,405,604.90. This trade represents a 23.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Daniel Paul Franzetti sold 22,656 shares of CNA Financial stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $53.09, for a total transaction of $1,202,807.04. Following the sale, the chief accounting officer owned 68,032 shares in the company, valued at $3,611,818.88. This represents a 24.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.29% of the company's stock.

CNA Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 3.8%. The ex-dividend date of this dividend is Monday, August 17th. CNA Financial's dividend payout ratio (DPR) is presently 42.20%.

Key CNA Financial News

Here are the key news stories impacting CNA Financial this week:

• Positive Sentiment: Zacks raised its FY2026 EPS estimate to $4.16 from $4.01 and lifted its Q3 2027 forecast to $1.58 from $1.18, providing a positive signal for CNA Financial’s earnings outlook.
• Positive Sentiment: The firm also increased its Q1 2027 estimate to $1.20 from $1.17, Q1 2028 to $1.11 from $1.10, Q2 2028 to $1.43 from $1.33, and FY2028 to $4.96 from $4.94. Its FY2027 forecast remains a relatively strong $4.78 per share.
• Neutral Sentiment: The revisions are mixed rather than uniformly bullish: CNA Financial’s current-year consensus EPS estimate is $4.14, while Zacks expects $4.16. The unchanged Hold rating limits the strength of the positive catalyst.
• Negative Sentiment: Zacks lowered its Q3 2026 EPS estimate to $1.19 from $1.21, Q2 2027 to $1.21 from $1.24, FY2027 to $4.78 from $4.79, and Q4 2027 sharply to $0.79 from $1.20. These reductions could temper investor enthusiasm and raise concerns about earnings volatility.

CNA Financial Company Profile

CNA Financial Corporation is a leading U.S.-based commercial property and casualty insurance company offering a broad portfolio of risk management and insurance solutions. The company underwrites coverage for businesses of all sizes across a variety of industry sectors, including manufacturing, healthcare, energy, technology, construction and real estate. In addition to core property and casualty insurance, CNA delivers specialized products such as surety bonds, professional liability, environmental liability and commercial auto coverage.

Headquartered in Chicago, Illinois, CNA traces its origins to the founding of Continental Casualty Company in 1897.

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