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CNO Financial Group CNO Other annuities — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Fixed indexed annuities
$250.7M+13.1%
Fixed interest annuities
$38.8M-4.9%
Interest-sensitive life
$9.5M+1.1%

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$66M+4.8%
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FNFIndexed annuities — Policyholder Account Balance, Surrender and Withdrawal
$978M+290%
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APOIndexed Annuities — Policyholder Account Balance, Surrender and Withdrawal
$3.01B+8.5%
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BHFVariable Annuities — Policyholder Account Balance, Surrender and Withdrawal
$132M-10.8%
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GNWFixed annuities — Policyholder Account Balance, Surrender and Withdrawal
$71M-26.8%

Other financials

Income statement

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Revenue$1.3B+11.6%
Net income$125.9M+37.1%
EPS (diluted)$1.33+46.2%

Balance sheet

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Cash & equivalents$1.3B+60.0%
Total debt$1.4B-41.0%
Total equity$2.6B+2.7%
Total assets$39.9B+6.8%

Cash flow

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Operating cash flow$156.6M+7.6%

Valuation

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Market cap$5.14B+43.3%
P/E18.4×+6.6×
P/S1.1×+0.3×

Profitability

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Net margin6%-1.0pp

Returns & leverage

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Return on equity10.9%-1.4pp
Debt / equity0.5×-0.4×

Where this comes from

Reported directly by CNO Financial Group in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

The source filing: CNO Financial Group’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:14 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001224608-26-000064
Line itemSix months ended / Fixed indexed annuitiesSix months ended / Fixed interest annuitiesSix months ended / Other annuitiesSix months ended / Interest-sensitive life (a)Six months ended / Funding agreementsSix months ended / Other (b)Six months ended / Total
Issuances (funds collected from new business)859.783.224.5299.71,267.1
Premiums received (premiums collected from inforce business)20.81.512.1112.8122.9270.1
Policy charges(14.4)(0.9)(103.8)(119.1)
Surrenders and withdrawals(511.0)(78.9)(16.8)(19.3)(70.9)(128.0)(824.9)
Benefit payments(148.5)(52.7)(2.5)(11.2)(214.9)
Interest credited223.324.31.137.472.01.2359.3
Other28.40.1(0.1)(0.8)27.6
Policyholder account values, end of period excluding contracts 100% ceded12,091.31,614.198.31,422.83,674.4344.819,245.7

ITEM 1. FINANCIAL STATEMENTS.

FAQ

What is CNO Financial Group's other annuities — policyholder account balance, surrender and withdrawal?
CNO Financial Group (CNO) reported other annuities — policyholder account balance, surrender and withdrawal of $8.8M in Q2 2026.
How has CNO Financial Group's other annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
CNO Financial Group's other annuities — policyholder account balance, surrender and withdrawal increased by 12.8% year-over-year, from $7.8M to $8.8M.
What is the long-term trend for CNO Financial Group's other annuities — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), CNO Financial Group's other annuities — policyholder account balance, surrender and withdrawal has grown at a -5.2% compound annual growth rate (CAGR), from $35M to $29.8M.
What does other annuities — policyholder account balance, surrender and withdrawal mean?
Measures the total value of funds withdrawn or surrendered by policyholders from their annuity accounts before maturity. High levels of surrenders can indicate competitive pressure, dissatisfaction with product performance, or liquidity needs of the policyholder base, potentially impacting long-term assets under management.

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