CNA Financial Corporation CNA

45.98 (0.13) (0.28%) as of 25 Sep
Market cap
$12.5B
P/E
10.1×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 2.67
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 1 1 — 1 — — — — 2 —
Insider Ownership 0.70%

Capital & Financial Ratios

Market Cap 12,480.00
Revenue 15,151.00
Net Income 1,237.00
Free Cash Flow 2,267.00
Net Debt 2,634.00
Current Ratio 0.23
Debt/Equity 0.27
P/E ratio 10.11
P/S ratio 0.82
P/B ratio 1.11
Past 5Y EPS Growth (0.85%)
This Y EPS Growth (14.81%)
Next Y EPS Growth 13.69%
Next 5Y EPS Growth 4.40%
in millions of $

Dividends

Payout Ratio 0.45
Annual Dividend Rate 1.68
Annual Dividend Yield 8.30%
total individual payouts
2027 Powerpack
2026 3.92
2.00
0.48
0.48
2025 3.84
2.00
0.46
0.46
0.46
2024 1.76
0.44
0.44
0.44
0.44
2023 1.68
0.42
0.42
0.42
0.42
2022 1.20
2.00
0.40
0.40
0.40
2021 1.14
0.75
0.38
0.38
0.38
2020 1.11
2.00
0.37
0.37
0.37
2019 1.05
2.00
0.35
0.35
0.35
2018 1.30
0.30
0.30
0.35
0.35
2017 0.85
2.00
0.25
0.30
0.30
2016 1.00
0.25
0.25
0.25
0.25
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 345 472 425 339
Receivables 8,854 9,722 10,120 10,696
Inventory — — — —
Other — — — —
9,199 10,194 10,545 11,035
2023 2024 2025 Q'26
Payables 44,196 45,480 47,682 48,787
ST’ Debt 550 — — —
Other — — — —
44,746 45,480 47,682 48,787
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 5.12% 6.76% 8.06%
Cash Flow 6.03% 7.00% (0.16%)
Earnings 10.31% 13.12% 23.29%
Book Value (0.12%) (1.77%) 10.78%

Revenue

Mar Jun Sep Dec Year
’26 3,677 3,829 — — —
’25 3,627 3,717 3,817 3,828 14,989
’24 3,444 3,519 3,618 3,689 14,270
’23 3,152 3,304 3,336 3,507 13,299
’22 2,885 2,926 2,957 3,111 11,879
’21 2,866 3,029 2,959 3,054 11,908
’20 2,291 2,766 2,820 2,931 10,808
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 393 649 — — —
’25 638 562 720 570 2,490
’24 504 616 748 703 2,571
’23 436 501 828 520 2,285
’22 645 608 737 512 2,502
’21 82 603 669 643 1,997
’20 212 438 758 367 1,775
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 380 629 — — —
’25 620 538 704 554 2,416
’24 484 597 730 665 2,476
’23 416 478 804 497 2,195
’22 633 595 721 501 2,450
’21 79 601 658 633 1,971
’20 209 431 752 360 1,752
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.78 1.18 — — —
’25 1.00 1.10 1.48 1.11 4.69
’24 1.24 1.17 1.04 0.07 3.52
’23 1.09 1.04 0.95 1.35 4.43
’22 1.15 0.75 (0.15) 0.91 2.50
’21 1.14 1.35 0.94 0.98 4.41
’20 (0.22) 0.55 0.79 1.42 2.53
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3.7
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
27.99 39.96 41.49 42.28 25.18 37.57 35.90 36.17 41.64 43.29

Analyst estimates 2026–2028

Powerpack
Low Price
42.27 55.62 55.39 50.47 51.30 49.08 50.33 45.42 52.36 51.34
High Price
6,700 6,300 6,100 5,900 5,800 5,600 6,100 6,300 6,500 6,600
Employees
1 2 2 2 2 2 2 2 2 2
Revenue/Emp
9,366 9,542 10,134 10,767 10,808 11,908 11,879 13,299 14,270 14,989
Revenue
43.59% 44.35% 45.02% 46.08% 42.91% 46.50% 43.99% 46.85% 45.77% 44.67%
Gross Margin
1,137 1,310 964 1,223 821 1,462 814 1,518 1,211 1,620
EBT
12.14% 13.73% 9.51% 11.36% 7.60% 12.28% 6.85% 11.41% 8.49% 10.81%
EBT Margin
859 899 813 1,000 690 1,184 682 1,205 959 1,278
Net Income
50 48 9 (21) (7) (27) (78) (118) (133) (138)
Depreciation
34.64 35.20 37.33 39.64 39.79 43.81 43.74 49.02 52.56 55.27
Revenue/Sh
3.17 3.32 2.99 3.68 2.54 4.42 2.51 4.44 3.53 4.71
Earnings/Sh
5.24 4.63 4.52 4.20 6.54 7.35 9.21 8.42 9.47 9.18
Cash Flow/Sh
(0.14) (0.38) (0.36) (0.10) (0.08) (0.10) (0.19) (0.33) (0.35) (0.27)
Capex/Sh
5.09 4.25 4.15 4.10 6.45 7.25 9.02 8.09 9.12 8.91
Free CF/Sh
44.26 45.16 41.31 44.97 46.79 47.13 31.47 36.47 38.72 42.85
Book Value/Sh
270 271 272 272 272 272 272 271 272 271
Shares
13.12 15.84 14.82 12.18 15.34 10.00 15.96 9.65 13.74 10.18
PE Ratio
1.20 1.49 1.18 1.13 0.98 1.01 0.97 0.87 0.92 0.86
PS Ratio
0.94 1.16 1.07 1.00 0.83 0.94 1.35 1.17 1.25 1.11
PB Ratio
1.50 1.75 1.42 1.36 1.20 1.20 1.16 1.07 1.13 1.07
EV/Sales
10.19 14.51 12.75 13.14 7.40 7.23 5.64 6.51 6.54 6.62
EV/FCF
1,416 1,254 1,227 1,140 1,775 1,997 2,502 2,285 2,571 2,490
Op' Cash Flow
(39) (102) (99) (26) (23) (26) (52) (90) (95) (74)
Capex
1,377 1,152 1,128 1,114 1,752 1,971 2,450 2,195 2,476 2,416
FCF
(29,535) (30,454) (29,705) (31,744) (33,660) (34,227) (33,168) (35,547) (35,286) (37,137)
Working Cap'
2,710 2,858 2,680 2,679 2,776 2,779 2,781 3,031 2,973 2,971
Total Debt
2,439 2,503 2,370 2,437 2,357 2,243 2,306 2,686 2,501 2,546
Net Debt
11,969 12,244 11,217 12,215 12,707 12,809 8,548 9,893 10,513 11,621
Sh' Equity
1.56% 1.61% 1.43% 1.70% 1.11% 1.81% 1.07% 1.92% 1.46% 1.88%
ROA
5.62% 6.23% 5.07% 5.78% 3.91% 6.54% 5.33% 8.17% 6.45% 7.74%
ROIC
7.24% 7.43% 6.93% 8.54% 5.54% 9.28% 6.39% 13.07% 9.40% 11.55%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

CNA Financial Corporation (CNA) key facts

  • CNA Financial Corporation (CNA) is an Insurance Property & Casualty company in the Financial sector, listed on the New York Stock Exchange.
  • CNA Financial Corporation’s revenue for fiscal 2025 (year ended December 2025) was $15.0 billion, up 5.04% from fiscal 2024.
  • Net income was $1.3 billion, or $4.71 per share (basic), a net margin of 8.53%.
  • As of September 25, 2026, CNA traded at $45.98, a market capitalization of $12.5 billion.
  • At that price the stock trades at 10.1× trailing-twelve-month earnings and 0.8× sales.
  • CNA Financial Corporation pays an annual dividend of $1.68 per share, a yield of 8.30%, with a payout ratio of 45.2%.
  • Return on equity was 11.6% and debt-to-equity 0.27.

Source: company filings (standardised) and stockrow calculations.

CNA Financial Corporation (CNA) Latest News

News by impact score

Fine-tune

7 Sep

3

Loews reports increased profit and book value, though underwriting performance declines at its CNA insurance subsidiary. Profit and book value gains at Loews support CNA valuation while underwriting slippage points to margin pressure in core insurance operations.

2 Sep

3

CNA Financial shares fell 8.1% since the prior earnings release as investors reacted to results and outlook. Post-earnings stock drop signals short-term pressure on results but does not indicate structural change.

10 Aug

4 transcript

CNA Financial Corporation held its Q2 2026 earnings call, covering quarterly financial results, operations and management commentary. Earnings call transcript discloses quarterly results and outlook that directly shape CNA performance expectations.

4 Aug

3

CNA Financial Corporation beat Q2 earnings expectations due to improved investment income and premium growth. Q2 earnings beat from higher investment income and premiums indicates stronger financial results for CNA.

3

CNA Financial Corporation released Q2 2026 earnings call summary covering quarterly financial results, performance metrics, and forward guidance. Earnings updates and guidance provide moderate influence on near-term financial outlook and sentiment without guaranteed fundamental shifts.

3 Aug

3

Loews Corporation posted higher second-quarter profit with ongoing revenue growth, reflecting performance at subsidiary CNA Financial. Loews profit growth directly ties to CNA operations as its insurance subsidiary.

3

CNA Financial Corporation exceeded analyst expectations for Q2 CY2026 earnings. Beating quarterly earnings estimates typically lifts near-term stock sentiment without altering long-term fundamentals.

3

CNA Financial Corporation reported second quarter 2026 net income of $1.18 per share and core income of $1.19 per share. Quarterly earnings results provide data on financial performance that moderately shapes investor views of CNA.

27 Jul

3

CNA Financial's Q2 earnings are expected to decline. Expected earnings drop may pressure CNA stock and near-term sentiment.

21 Jul

3

CNA Financial outperforms its industry and reaches a 52-week high, with strategies outlined for positioning in the stock. Stock outperformance and new high signal positive momentum likely to influence near-term investor sentiment and valuation.

2 Jul

3

CNA Financial Corporation's technology strategy strengthens company operations. Technology strategy directly improves CNA Financial operational performance.

13 May

3

CNA Financial’s Q1 earnings call featured five revealing analyst questions addressing key aspects of the company's performance, strategy, and outlook. Revealing analyst questions from Q1 earnings call may noticeably influence investor sentiment and financial performance perceptions.

5 May

4

CNA Financial Corporation released Q1 2026 earnings call summary highlighting quarterly financial results, performance metrics, strategic initiatives, and forward-looking guidance. Quarterly earnings summaries directly impact financial performance metrics, investor confidence, and stock valuation for CNA Financial.

3

CNA Financial Corporation's Q1 earnings missed analyst estimates due to weak underwriting income. Q1 earnings miss from weak underwriting income will noticeably pressure financial performance but remains balanced by other quarterly factors.

3

CNA Financial Corporation's stock plunged 7.9% after softer Q1 2026 earnings, despite a steady dividend policy. Softer Q1 2026 earnings triggered a 7.9% stock drop, moderately impacting financial performance and market sentiment.

4 May

3

Loews Corporation reported a year-over-year drop in profit. Loews Corporation's profit decline, as parent of CNA Financial, moderately affects CNA's financial perception and market performance.

3

CNA Financial (NYSE:CNA) reported Q1 CY2026 revenue below analyst estimates. Missing Q1 CY2026 revenue estimates indicates moderate pressure on financial performance and investor sentiment.

3

CNA Financial Corporation's Q1 earnings and revenues missed analyst estimates. Q1 earnings and revenue misses highlight weaker-than-expected financial results, likely influencing short-term investor sentiment and stock performance.

3

Loews Corporation reports net income of $337 million for the first quarter of 2026. Loews Corporation's Q1 2026 net income reflects performance from its majority-owned subsidiary CNA Financial, influencing CNA's market sentiment.

3

CNA Financial announces first quarter 2026 net income of $0.78 per share and core income of $0.83 per share. Q1 2026 earnings per share figures highlight recent financial performance with moderate influence on stock price and investor sentiment.

3 May

4

CNA Financial Corporation (CNA) releases quarterly earnings tomorrow, with analysts previewing expected financial results, key metrics, and potential market implications. Earnings reports drive significant stock volatility and influence investor sentiment based on results against expectations.

2 Apr

3

CNA Financial (CNA) Q4 earnings spark analyst debate on whether to buy, sell, or hold the stock, evaluating performance, outlook, and valuation. Q4 earnings and buy/sell/hold recommendations moderately influence investor sentiment and short-term market performance.

13 Mar

3

CNA Financial (NYSE:CNA) emerges as a standout winner among Property & Casualty Insurance stocks in Q4, signaling strong performance in the sector. CNA Financial recognized as a Q4 winner in Property & Casualty Insurance, likely boosting short-to-medium term investor sentiment without fundamental changes.

15 Feb

3

CNA Financial Corporation delivered solid multi-year returns while trading at a lower P/E multiple, sparking debate on its current investment attractiveness. Solid multi-year returns and lower P/E multiple signal moderately positive influence on valuation perception and investor sentiment.

11 Feb

4

CNA Financial Corporation is highlighted as a promising insurance stock worth investigating, while two other stocks are recommended for avoidance. The analysis suggests that CNA's fundamentals and market positioning make it a strong candidate for potential investment, contrasting with the less favorable outlook for the other two companies. CNA's strong fundamentals and market positioning indicate significant potential for future performance.

10 Feb

4

CNA Financial Corporation announced a strategic partnership with a leading technology firm to enhance its digital insurance offerings. This collaboration aims to leverage advanced analytics and artificial intelligence to improve customer experience and streamline operations. The initiative is expected to drive innovation in product development and strengthen CNA's competitive position in the insurance market. Additionally, the company reported a 10% increase in quarterly earnings, attributed to improved underwriting performance and cost management strategies. The partnership and earnings increase are likely to significantly enhance CNA's market position and operational efficiency.

3

CNA Financial Corporation reported Q4 earnings and revenues that fell short of analysts' estimates. Despite the disappointing financial results, the company announced an increase in its dividend, signaling confidence in its long-term strategy. Investors may react to the mixed performance as CNA navigates its financial landscape. Earnings and revenue misses can affect investor sentiment and financial performance, but the dividend increase may mitigate some negative impacts.

3

Principal Financial Corporation reported a miss in Q4 earnings, although revenues and premiums showed year-over-year growth. The company's performance highlights a mixed financial outlook, with earnings falling short of expectations despite positive trends in revenue and premium collections. Earnings miss may moderately influence investor sentiment and financial performance, but revenue growth indicates some resilience.

9 Feb

3

Loews Corporation reported a higher profit for Q4 and the full year, driven by strong performance across its subsidiaries, including CNA Financial Corporation. The company highlighted improved underwriting results and investment income, contributing to its overall financial success. This positive trend reflects the effectiveness of its strategic initiatives and operational efficiencies. Improved financial performance may positively influence CNA's market position and investor sentiment.

3

CNA Financial Corporation reported disappointing Q4 earnings and revenue, missing analysts' estimates. The company's results reflect challenges in its operations, raising concerns about future performance and market sentiment. Investors are likely to react negatively to the underwhelming financial results, which could impact CNA's stock price and overall market position. The missed earnings and revenue estimates indicate potential challenges in financial performance that could affect investor sentiment.

stockrow.com/CNA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com