CNA Financial Q4 net income jumps; increases quarterly dividend

Loews

09/02/2026 11:09

Overview

U.S. insurance firm's Q4 net income rose significantly due to absence of prior pension loss

Core income for Q4 decreased yr/yr, reflecting lower underwriting results

Company increased quarterly dividend by 4% and declared $2.00 special dividend

Outlook

CNA Financial did not provide specific guidance for future quarters or the full year

Result Drivers

P&C SEGMENT - Core income slightly decreased due to lower underwriting results, offset by higher net investment income

PREMIUM GROWTH - P&C segments generated net written premium growth of 2% due to renewal premium change and written rate

LIFE & GROUP LOSS - Core loss increased due to unfavorable persistency experience

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Miss
$1.16
$1.34 (1 Analyst)
Q4 EPS
$1.11
Q4 Net Income
$302 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the property & casualty insurance peer group is "buy."

Wall Street's median 12-month price target for CNA Financial Corp is $26.50, about 46.8% below its February 6 closing price of $49.83

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn3LS8ZDa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)