CNA Financial (CNA) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.19
- Estimate
- $1.05
- Surprise
- +13.3%
- Revenue (period 2026-06-30)
- $367.0M
- Score at report (before → after)
- 5.6 → 5.3/10
Revenue source: xbrl.
How the report landed
CNA Financial (CNA) beat the $1.05 estimate with diluted EPS of $1.19 — a large 13.3% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.6/10) to Sell at 5.3/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates CNA Sell at 5.2/10.
2 of the last 4 quarters beat the estimate; this quarter's +13.3% surprise compares with a -4.9% four-quarter average. Next scheduled report: 2026-11-02.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Attractive valuation
What argues against it
- Concentration risk — Counterparty: National Indemnity Company (NICO)
- Concentration risk — Regulatory: Illinois Department of Insurance
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $47.67
- Price target
- $50.04
- Stop
- $45.85
- Upside to target
- +5.0%
At 10.5× trailing and 9.9× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
CNA at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance - Property & Casualty
- Market cap
- $12.90B
- P/E (fwd)
- 9.9
- P/E (ttm)
- 10.5
- 52-week range
- $41.53–$55.71
- Off 52-week high
- 14.4%
- RSI (14)
- 39
- Volume vs avg
- 1.27×
- Score today
- 5.2/10