CNA Financial (CNA) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $0.75
- Estimate
- $1.13
- Surprise
- -33.6%
- Revenue (period 2026-09-30)
- $357.0M
- Score at report (before → after)
- 5.4 → 5.4/10
Revenue source: xbrl.
How the report landed
CNA Financial (CNA) missed the $1.13 estimate with adjusted EPS of $0.75 — a large 33.6% shortfall. TrendMatrix's engine moved from Hold (5.4/10) to Sell at 5.4/10 after the report.
Coverage in the report window
- Loews Q3 Results: CNA Weakness, Hotel Growth and Pipeline Headwinds — benzinga, 2026-11-02
Where TrendMatrix's rating stands now
TrendMatrix currently rates CNA Sell at 5.4/10.
1 of the last 4 quarters beat the estimate; this quarter's -33.6% surprise compares with a -16.7% four-quarter average.
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
- $47.92
- Stop
- $45.68
At 10.6× trailing and 10.0× forward earnings, consensus estimates imply little change in earnings power.
Risk check: trading volume is running 1.9× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-03 — 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
- $12.97B
- P/E (fwd)
- 10.0
- P/E (ttm)
- 10.6
- 52-week range
- $41.53–$55.71
- Off 52-week high
- 14.0%
- RSI (14)
- 59
- Volume vs avg
- 1.89×
- Score today
- 5.4/10