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CNA

CNA

Financial Services · Insurance - Property & Casualty

$45.57+1.45%
Mkt Cap: $12.33BDY: 4.27%

Performance

CNA (CNA) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

CNA (CNA) operates in the Insurance - Property & Casualty space within the Financial Services sector. With a market cap of $12.3B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case5
  • Low P/E of 10.2× suggests the stock may be undervalued relative to earnings
  • Forward P/E (9.5×) is lower than trailing P/E (10.2×) — analysts expect earnings to improve
  • Revenue growth of 10% YoY shows solid business momentum
  • Dividend yield of 4.27% provides consistent income on top of price appreciation
  • Low beta of 0.32 — less volatile than the market, suitable for conservative portfolios
Bear Case3
  • Earnings fell 22% YoY — profitability is under pressure
  • High debt-to-equity of 27.37× increases financial risk, especially with elevated interest rates
  • Current ratio below 1 (0.36×) — short-term liabilities exceed current assets

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

4.27%

5Y Avg Annual

$3.4080

Last Payment

$0.4800

Ex-Date

05/18/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest05/18/2026
06/04/2026$0.48004.21%
02/23/2026
03/12/2026$2.480021.77%
11/17/2025
12/04/2025$0.46004.04%
08/18/2025
09/04/2025$0.46004.04%
05/19/2025
06/05/2025$0.46004.04%
02/24/2025
03/13/2025$2.460021.59%
11/18/2024
12/05/2024$0.44003.86%
08/12/2024
08/29/2024$0.44003.86%

Magic Number

Shares needed to self-fund your next purchase

$45.57

Price

÷

$0.4800

Last div. (quarterly)

=

95

shares

Own 95 CNA shares ($4,329.15) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$4,329.15

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Aug 3, 2026

48

days

EPS (TTM)

$4.47

P/E (TTM)

10.2

Fwd P/E

9.5

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$12.33B
P/E Ratio10.19
Forward P/E9.49
P/B Ratio
PEG Ratio0.92
EPS (TTM)$4.47

Trading

Open
Day High
Day Low
52W High$50.72
52W Low$41.53
Volume
Avg Volume (3M)475,534
Beta0.32

Dividends

Dividend Yield4.27%
Annual Rate$1.92
Ex-Div Date2026-05-18
Payout Ratio41.61%

Profitability

Profit Margin7.91%
Operating Margin7.52%
ROE11.50%
ROA1.54%
Revenue Growth10.00%
Earnings Growth-22.20%

Balance Sheet

Total Revenue$15.35B
Total Debt$2.97B
Debt / Equity27.37
Current Ratio0.36
Free Cash Flow$1.76B

Fair Value Estimates

Current price: $45.57

Graham Number

√(22.5 × EPS × Book Value)

$63.53

+39.4% upside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$54.50

+19.6% upside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

7/10

70% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

11.5%

Return on equity — measures how efficiently capital is used

Positive profit margin

7.9%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+10.0%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-22.2%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

27.37×

Low financial leverage reduces risk of distress

Current ratio above 1

0.36×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$22M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

4.27%

Stock must distribute income to shareholders

Related Assets

Financial Services

About CNA

CNA Financial Corporation, an insurance holding company, primarily provides commercial property and casualty insurance products in the United States, Canada, the United Kingdom, Continental Europe, and internationally. It operates through Specialty, Commercial, International, and Life & Group segments. The company offers professional liability coverage and risk management services to various professional firms, including architects, real estate agents, and accounting and law firms; directors and officers, errors and omissions, employment practices, fiduciary, and fidelity and cyber coverage to small and mid-size firms, public and privately held firms, and not-for-profit organizations; professional and general liability, as well as associated casualty coverages for healthcare industry; surety and fidelity bonds; and warranty and alternative risks products. It also provides property, marine, boiler, and machinery coverage insurance products; casualty insurance products comprising workers' compensation, general and product liability, commercial auto, umbrella, and excess and surplus coverages; specialized loss-sensitive insurance programs and total risk management services; and a run-off long-term care business. The company was founded in 1853 and is based in Chicago, Illinois. CNA Financial Corporation is a subsidiary of Loews Corporation.

Sector

Financial Services

Industry

Insurance - Property & Casualty

Location

Chicago, United States

Employees

6,600