Subscribe

CNO Financial Group, Inc. (CNO)

USD52.83 +0.64 (+1.23%)
US NYSE S&P 500 Financial Services Insurance - Life
Address 11825 North Pennsylvania Street 46032
Carmel, IN, US
CEO Gary Chandru Bhojwani
Website cnoinc.com
IPO 2003-09-10
CIK 1224608 ISIN US12621E1038

Explore sections of this company profile

Also trades on New York Stock Exchange · CNO (USD) New York Stock Exchange · CNO-PA (USD)
Description

Headquartered in Carmel, Indiana, and established in 1979, CNO Financial Group, Inc. operates across the United States, developing, marketing, and administering a broad spectrum of insurance and annuity products primarily for middle-income and senior individuals. The company's health insurance offerings span Medicare supplement plans, various supplemental health coverage (such as specified disease, accident, and hospital indemnity products), long-term care policies, and Medicare Advantage plans. CNO also underwrites a full suite of life insurance products, encompassing universal life, interest-sensitive options, and traditional policies like whole life, graded benefit life, term life, and single premium whole life. For wealth accumulation and retirement income, CNO provides an array of annuities, including fixed index, fixed interest (single and flexible premium deferred), and single premium immediate annuities, often catering to retirees and older self-employed individuals within the middle-income demographic. CNO employs a multi-channel approach to reach its diverse clientele. Individual customers can access products directly through phone, online platforms, mail, or face-to-face interactions. Additionally, the firm cultivates relationships with businesses, associations, and other membership groups, facilitating worksite and group sales by engaging with potential clients at their workplaces. These offerings are distributed through a robust network of agents, independent producers, and direct marketing efforts, promoted under the well-recognized brand names of Bankers Life, Washington National, and Colonial Penn.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1997-01-14 Active
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD52.83 +0.64 (+1.23%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
787.1K
Beta
0.82
Float Shares
91.26M
Free Float %
97.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.40% +2.36% +7.28% +5.48% +12.73% +5.09% +19.49% +107.97% +71.46% +141.77% +123.15%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (17 ratings, all time) Hold
Price Targets & DCF
Current price
52.83
Low 43.00 -18.6%
Consensus 46.67 -11.7%
Median 47.00 -11.0%
High 50.00 -5.4%
DCF (Unlevered) 162.57 +207.7%
DCF (Levered) 126.06 +138.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 20% Bullish
Rating 2026-05 Change
Strong Buy 0 -1
Buy 1 0
Hold 3 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
43.00
-18.6%
Last Year 3
46.67
-11.7%
All Time 8
36.63
-30.7%
Quality scores
Altman Z-Score
0.35
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Life: +10.6%
    +0.9% Q1'26: +2.5% (vs Q1'25)
  • EPS growth Insurance - Life: +13.4%
    -37.2% Q1'26: +207.7% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Life: +31.7%
    +18.9% Q1'26: +19.0% (vs Q1'25)
  • EBIT margin Insurance - Life: +12.4%
    +11.7% Q1'26: +4.7% (vs Q1'25)
  • ROIC Insurance - Life: +1.0%
    Q1'26: +2.7% (vs Q1'25)
  • Share dilution Insurance - Life: +0.4%
    -9.6% Q1'26: -8.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×
    7.73× Q1'26: 22.22× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.84) × ERP
WACC = 52% × Ke + 48% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 162.57 Current price: 52.83
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
3 EPS Ana.
Dec 2027
1 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
4.08B
est: 2.44B (+67.5%)
4.12B
est: 2.47B (+66.7%)
4.34B
est: 3.07B (+41.2%)
4.48B
est: 2.46B (+82.2%)
4.14B
est: 2.81B (+47.5%)
3.80B
est: 3.80B (+0.0%)
3.99B
est: 3.90B (+2.5%)
4.30B
est: 4.13B (+4.2%)
4.31B
est: 4.09B (+5.5%)
4.02B
est: 3.77B (+6.5%)
3.82B
est: 3.56B (+7.4%)
4.12B
est: 3.65B (+12.9%)
3.58B
est: 3.62B (-1.3%)
4.15B
est: 4.30B (-3.5%)
4.45B
est: 3.38B (+31.7%)
4.49B
est: 3.91B (+14.8%)
4.05B
4.01B – 4.09B
+3.6% YoY
4.19B
4.14B – 4.23B
+3.4% YoY
4.33B
4.33B – 4.33B
+3.5% YoY
4.58B
4.53B – 4.63B
+5.7% YoY
EBITDA
753.20M
est: 782.36M (-3.7%)
743.90M
est: 853.74M (-12.9%)
585.30M
est: 496.20M (+18.0%)
734.70M
est: 632.71M (+16.1%)
542.10M
est: 552.53M (-1.9%)
746.00M
est: 700.83M (+6.4%)
744.60M
est: 683.79M (+8.9%)
869.60M
est: 705.83M (+23.2%)
177.20M
est: 236.52M (-25.1%)
694.40M
est: 692.17M (+0.3%)
757.00M
est: 586.31M (+29.1%)
1.07B
est: 773.79M (+37.6%)
1.20B
est: 875.09M (+37.4%)
862.80M
est: 996.05M (-13.4%)
1.07B
est: 782.32M (+36.1%)
524.30M
est: 906.15M (-42.1%)
938.43M
928.47M – 948.39M
+3.6% YoY
970.57M
960.27M – 980.87M
+3.4% YoY
1.00B
1.00B – 1.00B
+3.5% YoY
1.06B
1.05B – 1.07B
+5.7% YoY
EBIT
406.70M
est: 440.65M (-7.7%)
420.30M
est: 447.00M (-6.0%)
270.30M
est: 555.64M (-51.4%)
410.10M
est: 443.94M (-7.6%)
267.90M
est: 507.93M (-47.3%)
462.60M
est: 686.69M (-32.6%)
469.60M
est: 703.92M (-33.3%)
604.20M
est: 746.09M (-19.0%)
-115.00M
est: 739.09M (-115.6%)
426.50M
est: 681.66M (-37.4%)
453.10M
est: 642.65M (-29.5%)
828.50M
est: 659.52M (+25.6%)
953.50M
est: 654.60M (+45.7%)
595.40M
est: 775.06M (-23.2%)
772.70M
est: 608.74M (+26.9%)
524.30M
est: 705.10M (-25.6%)
730.22M
722.47M – 737.97M
+3.6% YoY
755.23M
747.21M – 763.24M
+3.4% YoY
781.51M
781.51M – 781.51M
+3.5% YoY
826.40M
817.63M – 835.17M
+5.7% YoY
Net Income
284.60M
est: 252.95M (+12.5%)
335.70M
est: 357.61M (-6.1%)
221.00M
est: 194.99M (+13.3%)
478.00M
est: 388.63M (+23.0%)
51.40M
est: 49.63M (+3.6%)
270.70M
est: 234.61M (+15.4%)
358.20M
est: 304.20M (+17.8%)
175.60M
est: 151.05M (+16.3%)
-315.00M
est: -286.22M (-10.1%)
409.40M
est: 386.22M (+6.0%)
301.80M
est: 229.21M (+31.7%)
570.30M
est: 348.29M (+63.7%)
630.60M
est: 414.68M (+52.1%)
276.50M
est: 340.58M (-18.8%)
404.00M
est: 365.46M (+10.5%)
229.30M
est: 404.60M (-43.3%)
429.28M
423.35M – 435.20M
+6.1% YoY
479.01M
472.40M – 485.62M
+11.6% YoY
533.32M
519.14M – 547.50M
+11.3% YoY
611.35M
602.91M – 619.78M
+14.6% YoY
SGA
est: 170.81M (-100.0%)
212.20M
est: 173.27M (+22.5%)
226.60M
est: 215.38M (+5.2%)
234.00M
est: 172.08M (+36.0%)
242.40M
est: 196.89M (+23.1%)
205.20M
est: 266.18M (-22.9%)
231.00M
est: 272.86M (-15.3%)
237.30M
est: 289.20M (-17.9%)
233.20M
est: 286.49M (-18.6%)
238.20M
est: 264.23M (-9.9%)
252.60M
est: 249.11M (+1.4%)
267.90M
est: 255.64M (+4.8%)
287.90M
est: 253.74M (+13.5%)
290.90M
est: 244.19M (+19.1%)
304.50M
est: 191.80M (+58.8%)
est: 222.16M (-100.0%)
230.07M
227.63M – 232.51M
+3.6% YoY
237.95M
235.42M – 240.47M
+3.4% YoY
246.23M
246.23M – 246.23M
+3.5% YoY
260.37M
257.61M – 263.13M
+5.7% YoY
EPS
1.13
est: 0.52 (+117.3%)
1.54
est: 0.63 (+144.4%)
0.95
est: 0.72 (+31.9%)
2.16
est: 0.89 (+142.7%)
0.24
est: 1.30 (-81.5%)
1.40
est: 1.27 (+10.5%)
2.03
est: 1.37 (+47.9%)
1.03
est: 1.65 (-37.6%)
-1.90
est: 1.98 (-196.0%)
2.62
est: 1.80 (+45.7%)
2.12
est: 2.52 (-15.8%)
3.43
est: 2.54 (+35.1%)
5.45
est: 2.31 (+135.5%)
2.44
est: 3.48 (-29.9%)
3.81
est: 3.74 (+1.8%)
2.35
est: 4.14 (-43.3%)
4.39
4.33 – 4.45
+6.0% YoY
4.90
4.83 – 4.97
+11.6% YoY
5.46
5.31 – 5.60
+11.3% YoY
6.25
6.17 – 6.34
+14.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-04-29 B 3/5 5/5 3/5 3/5 1/5 2/5 2/5
2026-04-28 B 3/5 5/5 3/5 3/5 1/5 2/5 2/5
2026-04-27 B 3/5 5/5 3/5 3/5 1/5 2/5 2/5
2026-04-24 B 3/5 5/5 3/5 3/5 1/5 2/5 2/5
2026-04-23 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-22 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-21 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-20 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-17 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-16 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
675.90M
OE per share TTM
6.76
Owner's Yield
16.10%
Maintenance CapEx ratio
0.23%
Maint CapEx / Avg PPE
0.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
54
Total invested
145.10M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (. 18.06M 8.81% 17.89M 18.06M IA Delaware 2015-02-05
2 Capital World Investors ** 16.80M 9.00% 16.80M 16.80M IA Delaware 2016-02-12
3 04-3519872 16.18M 7.10% 15.87M 16.18M IA Delaware 2013-02-14
4 (1) BlackRock, Inc. 15.18M 13.30% 14.85M 15.18M HC Delaware 2023-01-26
5 20-8441410 13.88M 6.25% 6.75M 1.01M 13.88M IA Delaware 2014-02-10
6 The Vanguard Group - 23-1945930 13.87M 12.13% 95.1K 13.66M 209.3K IA Pennsylvania 2023-02-09
7 John Paulson 13.48M 6.00% 13.48M 10.00 IN United States 2013-03-27
8 Paulson & Co. Inc. 13.48M 6.00% 13.48M 10.00 IA Delaware 2013-03-27
9 Fuller & Thaler Asset Management, Inc. 7.00M 5.68% 6.85M 7.00M IA California 2022-02-08
10 PZENA INVESTMENT MANAGEMENT, LLC 6.98M 6.20% 6.09M 6.98M IA DELAWARE 2024-02-09
11 30-0447847 5.97M 4.80% 5.95M 5.97M IA 2022-02-08
12 Paulson Advantage Plus Master Ltd. 5.71M 2.60% 5.71M 10.00 CO Cayman Islands 2013-03-27
13 Paulson Recovery Master Fund Ltd. 5.56M 2.50% 5.56M 10.00 CO Cayman Islands 2013-03-27
14 Paulson Advantage Master Ltd.. 1.87M 0.80% 1.87M 10.00 CO Cayman Islands 2013-03-27
15 Perkins, Wolf, McDonnell & Company 1.86M 12.30% 6.60M 1.21M 13.37M IA Delaware 2015-02-12
16 Paulson Advantage Master Ltd. 1.51M 0.70% 1.51M 10.00 CO Cayman Islands 2013-03-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
54
-314 vs prev Q
New positions
4
Closed positions
315
Increased
18
Reduced
12
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 2.12M +2.1M (+100.0%) 90.04B +90.0B (+100.0%) 2.17% +2.169 pp 0.14% +0.136 pp USD42.47 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 13.06M +27.0K (+0.2%) 554.67M +39.2M (+7.6%) 13.36% +0.422 pp 0.01% +0.000 pp USD35.12 +20.9% 6 qtrs
3 VANGUARD GROUP INC 11.65M -426.3K (-3.5%) 494.66M +17.1M (+3.6%) 11.91% -0.071 pp 0.01% +0.000 pp USD11.59 +266.4% 63 qtrs
4 STATE STREET CORP 4.06M -177.8K (-4.2%) 172.49M +4.8M (+2.9%) 4.15% -0.054 pp 0.01% +0.000 pp USD19.86 +113.8% 51 qtrs
5 FRANKLIN RESOURCES INC 3.92M -379.2K (-8.8%) 166.61M -3.5M (-2.1%) 4.03% -0.239 pp 0.04% -0.002 pp USD20.04 +111.9% 25 qtrs
6 FULLER & THALER ASSET MANAGEMENT, INC. 3.89M -368.8K (-8.7%) 165.39M -3.2M (-1.9%) 3.95% -0.282 pp 0.56% -0.014 pp USD18.84 +125.4% 63 qtrs
7 DIMENSIONAL FUND ADVISORS LP 3.44M -3.7K (-0.1%) 146.22M +9.9M (+7.3%) 3.54% +0.117 pp 0.03% +0.001 pp USD13.63 +211.6% 51 qtrs
8 AMERICAN CENTURY COMPANIES INC 3.33M +92.1K (+2.8%) 141.51M +13.4M (+10.4%) 3.41% +0.192 pp 0.07% +0.006 pp USD29.16 +45.6% 25 qtrs
9 LSV ASSET MANAGEMENT 3.07M -77.8K (-2.5%) 130.46M +5.9M (+4.7%) 3.14% +0.016 pp 0.28% +0.009 pp USD17.79 +138.7% 59 qtrs
10 PZENA INVESTMENT MANAGEMENT LLC 2.46M -79.3K (-3.1%) 104.60M +4.1M (+4.0%) 2.53% +0.008 pp 0.31% -0.012 pp USD17.26 +146.1% 28 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 2.46M -7.6K (-0.3%) 104.29M +6.9M (+7.1%) 2.51% +0.067 pp 0.01% +0.000 pp USD17.40 +144.1% 63 qtrs
12 MORGAN STANLEY 1.87M +317.7K (+20.5%) 79.46M +18.0M (+29.3%) 1.91% +0.372 pp 0.00% +0.001 pp USD27.58 +54.0% 51 qtrs
13 NORTHERN TRUST CORP 1.48M -115.2K (-7.2%) 62.99M -227.4K (-0.4%) 1.52% -0.070 pp 0.01% 0.000 pp USD15.48 +174.4% 51 qtrs
14 PRINCIPAL FINANCIAL GROUP INC 1.38M -34.0 (0.0%) 58.54M +4.0M (+7.4%) 1.40% +0.030 pp 0.03% +0.002 pp USD22.26 +90.8% 63 qtrs
15 ALLIANZ ASSET MANAGEMENT GMBH 1.28M +140.3K (+12.3%) 54.45M +9.3M (+20.6%) 1.32% +0.184 pp 0.06% +0.005 pp USD31.87 +33.3% 15 qtrs
16 AQR CAPITAL MANAGEMENT LLC 1.22M +319.8K (+35.6%) 51.73M +16.2M (+45.6%) 1.25% +0.354 pp 0.03% +0.004 pp USD27.34 +55.3% 63 qtrs
17 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.15M -150.0K (-11.5%) 48.68M -2.4M (-4.6%) 1.18% -0.114 pp 0.08% -0.003 pp USD34.51 +23.1% 17 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.11M -16.5K (-1.5%) 47.05M +2.6M (+5.8%) 1.13% +0.017 pp 0.01% +0.000 pp USD20.18 +110.5% 63 qtrs
19 GOLDMAN SACHS GROUP INC 1.08M -16.3K (-1.5%) 45.82M +2.5M (+5.8%) 1.09% +0.007 pp 0.01% +0.000 pp USD23.21 +83.0% 63 qtrs
20 FMR LLC 953.0K +43.3K (+4.8%) 40.47M +4.5M (+12.5%) 0.97% +0.072 pp 0.00% +0.000 pp USD26.40 +60.9% 62 qtrs
21 BANK OF AMERICA CORP /DE/ 930.3K +85.9K (+10.2%) 39.51M +6.1M (+18.3%) 0.95% +0.113 pp 0.00% +0.001 pp USD29.02 +46.3% 52 qtrs
22 BANK OF NEW YORK MELLON CORP 910.1K -58.4K (-6.0%) 38.65M +349.0K (+0.9%) 0.94% -0.026 pp 0.01% -0.001 pp USD16.82 +152.5% 63 qtrs
23 JPMORGAN CHASE & CO 707.2K -175.3K (-19.9%) 30.03M -4.9M (-14.0%) 0.73% -0.149 pp 0.00% 0.000 pp USD27.15 +56.4% 51 qtrs
24 BRAGG FINANCIAL ADVISORS, INC 695.1K +52.9K (+8.2%) 29.52M +4.1M (+16.2%) 0.71% +0.074 pp 0.96% +0.121 pp USD26.38 +61.0% 36 qtrs
25 NUVEEN, LLC 605.7K +49.1K (+8.8%) 25.72M +3.7M (+16.8%) 0.62% +0.067 pp 0.01% +0.001 pp USD41.71 +1.8% 4 qtrs
26 VICTORY CAPITAL MANAGEMENT INC 601.4K -19.7K (-3.2%) 25.54M +976.3K (+4.0%) 0.62% -0.001 pp 0.01% +0.000 pp USD27.35 +55.3% 26 qtrs
27 MAN GROUP PLC 555.3K +97.0K (+21.2%) 23.58M +5.5M (+30.1%) 0.57% +0.113 pp 0.04% +0.009 pp USD30.28 +40.3% 32 qtrs
28 FIRST TRUST ADVISORS LP 508.6K -6.1K (-1.2%) 21.60M +1.2M (+6.1%) 0.52% +0.009 pp 0.02% +0.001 pp USD40.16 +5.8% 25 qtrs
29 INVESCO LTD. 494.7K +15.9K (+3.3%) 21.01M +2.1M (+10.9%) 0.51% +0.031 pp 0.00% +0.000 pp USD29.66 +43.2% 57 qtrs
30 JACOBS LEVY EQUITY MANAGEMENT, INC 492.4K -2.6K (-0.5%) 20.91M +1.3M (+6.8%) 0.50% +0.012 pp 0.08% +0.003 pp USD23.77 +78.7% 20 qtrs
31 FEDERATED HERMES, INC. 492.0K +25.3K (+5.4%) 20.89M +2.4M (+13.2%) 0.51% +0.042 pp 0.03% +0.002 pp USD23.91 +77.6% 54 qtrs
32 AMERIPRISE FINANCIAL INC 479.7K -3.7K (-0.8%) 20.37M +1.3M (+6.6%) 0.49% +0.011 pp 0.00% +0.000 pp USD17.47 +143.1% 55 qtrs
33 TUDOR INVESTMENT CORP ET AL 470.1K +28.9K (+6.6%) 19.97M +2.5M (+14.4%) 0.48% +0.043 pp 0.04% +0.007 pp USD40.01 +6.1% 5 qtrs
34 QUBE RESEARCH & TECHNOLOGIES LTD 432.2K -77.7K (-15.2%) 18.35M -1.8M (-9.0%) 0.44% -0.064 pp 0.02% -0.002 pp USD32.20 +31.9% 12 qtrs
35 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 430.8K +430.8K (+100.0%) 18.30M +18.3M (+100.0%) 0.44% +0.441 pp 0.03% +0.031 pp USD42.47 +0.0% 1 qtrs NEW
36 JAIN GLOBAL LLC 423.7K +423.7K (+100.0%) 18.00M +18.0M (+100.0%) 0.43% +0.433 pp 0.09% +0.087 pp USD42.47 +0.0% 5 qtrs
37 EASTERLY INVESTMENT PARTNERS LLC 415.5K -16.5K (-3.8%) 17.65M +560.8K (+3.3%) 0.43% -0.002 pp 1.08% -0.073 pp USD24.28 +74.9% 18 qtrs
38 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 401.0K +2.1K (+0.5%) 17.03M +1.3M (+7.9%) 0.41% +0.011 pp 0.03% +0.001 pp USD37.40 +13.6% 5 qtrs
39 RHUMBLINE ADVISERS 351.2K -36.3K (-9.4%) 14.92M -409.6K (-2.7%) 0.36% -0.025 pp 0.01% 0.000 pp USD16.20 +162.2% 51 qtrs
40 SEI INVESTMENTS CO 342.0K +28.3K (+9.0%) 14.52M +2.1M (+17.1%) 0.35% +0.039 pp 0.01% +0.001 pp USD33.13 +28.2% 45 qtrs
41 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 332.6K -3.4K (-1.0%) 14.13M +835.2K (+6.3%) 0.34% +0.007 pp 0.04% +0.001 pp USD20.61 +106.1% 38 qtrs
42 CLARK CAPITAL MANAGEMENT GROUP, INC. 323.6K +103.9K (+47.3%) 13.74M +5.1M (+58.2%) 0.33% +0.113 pp 0.08% +0.030 pp USD41.06 +3.4% 4 qtrs
43 RETIREMENT SYSTEMS OF ALABAMA 297.0K -2.8K (-0.9%) 12.62M +758.4K (+6.4%) 0.30% +0.004 pp 0.04% +0.002 pp USD39.55 +7.4% 15 qtrs
44 CAPITOLIS LIQUID GLOBAL MARKETS LLC 283.9K -154.9K (-35.3%) 12.06M -5.3M (-30.5%) 0.29% -0.145 pp 0.07% -0.067 pp USD39.98 +6.2% 4 qtrs
45 HUDSON BAY CAPITAL MANAGEMENT LP 279.1K -947.0 (-0.3%) 11.85M +777.5K (+7.0%) 0.29% +0.008 pp 0.04% +0.002 pp USD38.59 +10.1% 3 qtrs
46 PARADICE INVESTMENT MANAGEMENT LLC 273.3K +— (+0.0%) 11.61M +798.1K (+7.4%) 0.28% +0.006 pp 2.26% -0.164 pp USD18.08 +134.9% 49 qtrs
47 BRIDGEWATER ASSOCIATES, LP 267.5K +15.1K (+6.0%) 11.36M +1.4M (+13.8%) 0.27% +0.023 pp 0.04% +0.002 pp USD28.69 +48.0% 17 qtrs
48 RUSSELL INVESTMENTS GROUP, LTD. 267.3K +27.8K (+11.6%) 11.35M +1.9M (+19.9%) 0.27% +0.036 pp 0.01% +0.002 pp USD33.10 +28.3% 37 qtrs
49 BARCLAYS PLC 259.9K +40.8K (+18.6%) 11.04M +3.3M (+43.5%) 0.27% +0.048 pp 0.00% +0.001 pp USD34.49 +23.1% 51 qtrs
50 UBS ASSET MANAGEMENT AMERICAS INC 245.7K -16.7K (-6.4%) 10.43M +55.2K (+0.5%) 0.25% -0.009 pp 0.00% +0.000 pp USD29.50 +44.0% 60 qtrs
51 HUBER CAPITAL MANAGEMENT LLC 219.0K +— (+0.0%) 9.30M +639.5K (+7.4%) 0.22% +0.007 pp 1.37% -0.002 pp USD17.09 +148.5% 51 qtrs
52 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 191.3K -8.7K (-4.4%) 8.12M +214.5K (+2.7%) 0.20% -0.002 pp 0.05% +0.000 pp USD16.82 +152.5% 61 qtrs
53 SWISS NATIONAL BANK 191.1K -1.1K (-0.6%) 8.12M +514.5K (+6.8%) 0.20% +0.006 pp 0.00% +0.000 pp USD16.12 +163.5% 51 qtrs
54 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 189.7K -197.0 (-0.1%) 8.06M +546.3K (+7.3%) 0.20% +0.007 pp 0.00% +0.000 pp USD16.24 +161.5% 58 qtrs
55 ALLIANCEBERNSTEIN L.P. 186.9K -6.3K (-3.3%) 7.94M +297.4K (+3.9%) 0.19% -0.001 pp 0.00% +0.000 pp USD18.10 +134.6% 61 qtrs
56 LIGHTHOUSE INVESTMENT PARTNERS, LLC 186.6K -16.1K (-7.9%) 7.93M -91.5K (-1.1%) 0.19% -0.010 pp 0.24% -0.005 pp USD39.55 +7.4% 8 qtrs
57 POINT72 ASSET MANAGEMENT, L.P. 186.0K +186.0K (+100.0%) 7.90M +7.9M (+100.0%) 0.19% +0.190 pp 0.01% +0.009 pp USD42.47 +0.0% 1 qtrs NEW
58 RBF CAPITAL, LLC 185.0K +— (+0.0%) 7.86M +540.3K (+7.4%) 0.19% +0.004 pp 0.35% +0.023 pp USD11.52 +268.7% 54 qtrs
59 HENNESSY ADVISORS INC 183.6K -11.9K (-6.1%) 7.80M +65.5K (+0.8%) 0.19% -0.008 pp 0.28% +0.009 pp USD38.58 +10.1% 3 qtrs
60 QUANTINNO CAPITAL MANAGEMENT LP 174.4K +4.3K (+2.5%) 7.40M +678.8K (+10.1%) 0.18% +0.010 pp 0.01% -0.004 pp USD27.52 +54.3% 24 qtrs
61 MILLENNIUM MANAGEMENT LLC 161.6K -418.0K (-72.1%) 6.86M -16.1M (-70.1%) 0.17% -0.410 pp 0.00% -0.007 pp USD35.71 +18.9% 63 qtrs
62 CITADEL ADVISORS LLC 159.1K +64.1K (+67.4%) 6.76M +3.0M (+79.8%) 0.16% +0.068 pp 0.00% +0.000 pp USD41.34 +2.7% 19 qtrs
63 TWO SIGMA INVESTMENTS, LP 154.7K +59.2K (+62.0%) 6.57M +2.8M (+74.0%) 0.16% +0.064 pp 0.01% +0.004 pp USD40.50 +4.9% 3 qtrs
64 KESTREL INVESTMENT MANAGEMENT CORP 154.3K -5.4K (-3.4%) 6.55M +236.0K (+3.7%) 0.16% -0.002 pp 3.71% +0.154 pp USD13.96 +204.2% 24 qtrs
65 CONGRESS ASSET MANAGEMENT CO /MA 152.5K +4.3K (+2.9%) 6.48M +614.1K (+10.5%) 0.16% +0.009 pp 0.05% +0.007 pp USD25.68 +65.4% 34 qtrs
66 LEGAL & GENERAL GROUP PLC 150.3K -7.8K (-5.0%) 6.38M +129.2K (+2.1%) 0.15% -0.003 pp 0.00% +0.000 pp USD19.55 +117.2% 42 qtrs
67 CAMPBELL & CO INVESTMENT ADVISER LLC 146.7K +133.2K (+988.0%) 6.23M +5.7M (+1,068.4%) 0.15% +0.137 pp 0.30% +0.259 pp USD41.90 +1.4% 10 qtrs
68 UBS GROUP AG 145.8K +29.5K (+25.4%) 6.19M +1.6M (+34.6%) 0.15% +0.034 pp 0.00% +0.000 pp USD37.11 +14.4% 45 qtrs
69 ROYAL BANK OF CANADA 142.3K -33.5K (-19.0%) 6.04M -907.0K (-13.0%) 0.15% -0.029 pp 0.00% 0.000 pp USD27.14 +56.5% 51 qtrs
70 ASSENAGON ASSET MANAGEMENT S.A. 138.2K +138.2K (+100.0%) 5.87M +5.9M (+100.0%) 0.14% +0.140 pp 0.01% +0.008 pp USD42.47 +0.0% 1 qtrs NEW
71 PANAGORA ASSET MANAGEMENT INC 137.9K +131.6K (+2,121.3%) 5.85M +5.6M (+2,285.3%) 0.14% +0.135 pp 0.02% +0.020 pp USD41.59 +2.1% 64 qtrs
72 CREATIVE PLANNING 132.1K +84.8K (+179.2%) 5.61M +3.7M (+199.8%) 0.14% +0.088 pp 0.00% +0.003 pp USD40.41 +5.1% 12 qtrs
73 D. E. SHAW & CO., INC. 128.0K -113.1K (-46.9%) 5.44M -4.1M (-43.0%) 0.13% -0.108 pp 0.00% -0.002 pp USD39.44 +7.7% 3 qtrs
74 JANE STREET GROUP, LLC 126.2K -207.7K (-62.2%) 5.36M -7.8M (-59.4%) 0.13% -0.203 pp 0.00% -0.001 pp USD37.43 +13.5% 26 qtrs
75 PEREGRINE CAPITAL MANAGEMENT LLC 121.1K -6.0K (-4.7%) 5.14M +116.3K (+2.3%) 0.12% -0.003 pp 0.16% +0.006 pp USD38.58 +10.1% 3 qtrs
76 ALGERT GLOBAL LLC 116.2K -48.7K (-29.5%) 4.94M -1.6M (-24.3%) 0.12% -0.045 pp 0.08% -0.032 pp USD31.40 +35.3% 18 qtrs
77 BOSTON PARTNERS 114.0K -5.0K (-4.2%) 4.84M +135.6K (+2.9%) 0.12% -0.002 pp 0.01% +0.000 pp USD39.77 +6.8% 4 qtrs
78 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 113.2K -10.3K (-8.4%) 4.81M -78.0K (-1.6%) 0.11% -0.008 pp 0.01% 0.000 pp USD19.01 +123.4% 43 qtrs
79 WELLS FARGO & COMPANY/MN 113.1K +35.3K (+45.3%) 4.80M +1.7M (+56.0%) 0.12% +0.038 pp 0.00% +0.000 pp USD35.25 +20.5% 57 qtrs
80 MERCER GLOBAL ADVISORS INC /ADV 111.9K +6.5K (+6.1%) 4.75M +582.8K (+14.0%) 0.11% +0.010 pp 0.01% +0.000 pp USD38.07 +11.6% 5 qtrs
81 DEUTSCHE BANK AG\ 103.8K -5.6K (-5.1%) 4.41M +81.2K (+1.9%) 0.11% -0.002 pp 0.00% +0.000 pp USD33.44 +27.0% 50 qtrs
82 CAPITAL FUND MANAGEMENT S.A. 100.4K -477.0 (-0.5%) 4.26M +274.2K (+6.9%) 0.10% +0.003 pp 0.01% +0.001 pp USD39.55 +7.4% 4 qtrs
83 METLIFE INVESTMENT MANAGEMENT, LLC 98.1K -6.2K (-5.9%) 4.17M +43.2K (+1.0%) 0.10% -0.003 pp 0.02% +0.000 pp USD25.58 +66.0% 33 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 95.2K -268.0 (-0.3%) 4.04M +267.5K (+7.1%) 0.10% +0.003 pp 0.00% +0.000 pp USD13.77 +208.4% 52 qtrs
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 92.8K -5.7K (-5.8%) 3.94M +43.9K (+1.1%) 0.10% -0.003 pp 0.00% +0.000 pp USD19.17 +121.5% 51 qtrs
86 PRICE T ROWE ASSOCIATES INC /MD/ 92.4K +2.6K (+2.9%) 3.93M +373.0K (+10.5%) 0.09% +0.005 pp 0.00% +0.000 pp USD20.51 +107.1% 63 qtrs
87 Y-INTERCEPT (HONG KONG) LTD 91.1K +73.3K (+412.5%) 3.87M +3.2M (+450.3%) 0.09% +0.076 pp 0.09% +0.070 pp USD41.71 +1.8% 8 qtrs
88 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 90.8K +462.0 (+0.5%) 3.86M +283.4K (+7.9%) 0.09% +0.004 pp 0.01% +0.001 pp USD20.03 +112.0% 51 qtrs
89 TREXQUANT INVESTMENT LP 87.8K +87.8K (+100.0%) 3.73M +3.7M (+100.0%) 0.09% +0.090 pp 0.03% +0.033 pp USD42.47 +0.0% 9 qtrs
90 CANADA PENSION PLAN INVESTMENT BOARD 82.8K +28.9K (+53.6%) 3.52M +1.4M (+65.0%) 0.08% +0.031 pp 0.00% +0.001 pp USD40.57 +4.7% 2 qtrs
91 JOURNEY ADVISORY GROUP, LLC 82.3K -5.6K (-6.3%) 3.49M +20.6K (+0.6%) 0.08% -0.004 pp 0.29% +0.037 pp USD41.53 +2.3% 4 qtrs
92 NEW AGE ALPHA ADVISORS, LLC 82.2K -4.1K (-4.8%) 3.49M +76.8K (+2.2%) 0.08% -0.001 pp 0.15% +0.007 pp USD41.50 +2.3% 5 qtrs
93 NORGES BANK 79.7K +79.7K (+100.0%) 3.38M +3.4M (+100.0%) 0.08% +0.082 pp 0.00% +0.000 pp USD42.47 +0.0% 1 qtrs NEW
94 PRUDENTIAL FINANCIAL INC 79.4K -28.4K (-26.3%) 3.37M -890.9K (-20.9%) 0.08% -0.026 pp 0.00% -0.001 pp USD34.01 +24.9% 55 qtrs
95 HANTZ FINANCIAL SERVICES, INC. 76.5K -2.5K (-3.2%) 3.25M +124.0K (+4.0%) 0.08% +0.000 pp 0.05% +0.001 pp USD24.26 +75.1% 19 qtrs
96 INTECH INVESTMENT MANAGEMENT LLC 74.1K -4.6K (-5.8%) 3.15M +34.7K (+1.1%) 0.08% -0.002 pp 0.03% +0.000 pp USD36.20 +17.3% 7 qtrs
97 ENGINEERS GATE MANAGER LP 72.5K +38.6K (+113.5%) 3.08M +1.7M (+129.3%) 0.07% +0.041 pp 0.04% +0.021 pp USD39.26 +8.2% 11 qtrs
98 COMERICA BANK 67.5K +11.9K (+21.5%) 2.86M +668.6K (+30.4%) 0.07% +0.013 pp 0.01% +0.003 pp USD27.04 +57.1% 10 qtrs
99 DARK FOREST CAPITAL MANAGEMENT LP 64.7K +64.7K (+100.0%) 2.75M +2.7M (+100.0%) 0.07% +0.066 pp 0.13% +0.125 pp USD42.47 +0.0% 1 qtrs NEW
100 BNP PARIBAS ARBITRAGE, SNC 64.4K +16.0K (+33.0%) 2.73M +819.4K (+42.8%) 0.07% +0.018 pp 0.00% +0.000 pp USD36.70 +15.7% 51 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 174 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Insurance ETF KIE 1.80% 10.02M 0.35%
2 Invesco Dorsey Wright Financial Momentum ETF PFI 1.75% 959.3K 0.73%
3 Invesco S&P MidCap Low Volatility ETF XMLV 1.27% 9.35M 0.25%
4 Invesco S&P MidCap Value with Momentum ETF XMVM 1.09% 5.28M 0.41%
5 Federated Hermes MDT Small Cap Core ETF FSCC 1.03% 1.69M 0.51%
6 Harbor Human Capital Factor US Small Cap ETF HAPS 0.85% 1.46M 0.61%
7 Invesco S&P MidCap 400 Pure Value ETF RFV 0.76% 2.48M 0.35%
8 Hartford Multifactor Small Cap ETF ROSC 0.60% 364.6K 0.34%
9 Avantis U.S. Small Cap Value ETF AVUV 0.57% 166.30M 0.25%
10 First Trust Horizon Managed Volatility Small/Mid ETF HSMV 0.55% 189.2K 0.80%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
1.08
Neutral
Buys
28
Sells
42
Shares acquired
629.7K
Shares disposed
583.8K
Cash buys
Cash sales
11.00
Net activity
+45,927
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-25 Zimpfer Matthew J. Officer F-InKind D Common Stock 7,481 40.61 303.8K 300,456 D
2026-03-25 Williams Jeremy D. Officer F-InKind D Common Stock 1,005 40.61 40.8K 62,163 D
2026-03-25 Tarasi Rocco F. III Officer F-InKind D Common Stock 4,141 40.61 168.2K 87,307 D
2026-03-25 Mead Michael E. Officer F-InKind D Common Stock 1,953 40.61 79.3K 22,513 D
2026-03-25 McDonough Paul H. Officer F-InKind D Common Stock 13,063 40.61 530.5K 234,939 D
2026-03-25 Linnenbringer Jeanne L. Officer F-InKind D Common Stock 1,649 40.61 67.0K 35,738 D
2026-03-25 Koehneman Joel T. Officer F-InKind D Common Stock 202 40.61 8.2K 5,090 D
2026-03-25 Johnson Eric R. Officer F-InKind D Common Stock 7,081 40.61 287.6K 693,188 D
2026-03-25 Goldberg Scott L. Officer F-InKind D Common Stock 8,036 40.61 326.3K 206,488 D
2026-03-25 Franzese Yvonne K. Officer F-InKind D Common Stock 6,049 40.61 245.6K 29,013 D
2026-03-25 DeToro Karen J. Officer F-InKind D Common Stock 4,056 40.61 164.7K 50,524 D
2026-03-25 Bhojwani Gary C. Director / Officer F-InKind D Common Stock 45,746 40.61 1.86M 231,780 D
2026-03-20 Goldberg Scott L. Officer M-Exempt D Employee Stock Option (Right to Buy) 11,060 21.06 232.9K 0 D
2026-03-19 Goldberg Scott L. Officer M-Exempt D Employee Stock Option (Right to Buy) 11,060 21.06 232.9K 11,060 D
2026-02-18 Zimpfer Matthew J. Officer M-Exempt A Common Stock 33,800 17.48 590.8K 341,737 D
2026-02-18 Bhojwani Gary C. Director / Officer S-Sale D Common Stock 43,021 43.05 1.85M 277,526 D
2026-02-17 Zimpfer Matthew J. Officer S-Sale D Common Stock 23,570 43.17 1.02M 307,937 D
2026-02-17 Franzese Yvonne K. Officer S-Sale D Common Stock 3,000 43.18 129.5K 38,062 D
2026-02-17 Bhojwani Gary C. Director / Officer S-Sale D Common Stock 45,357 43.17 1.96M 320,547 D
2026-02-12 Zimpfer Matthew J. Officer S-Sale D Common Stock 30,970 42.93 1.33M 307,937 D
2026-02-10 Zimpfer Matthew J. Officer A-Award A Restricted Stock Units 14,300 0.00 307,937 D
2026-02-10 Williams Jeremy D. Officer A-Award A Restricted Stock Units 3,200 0.00 63,168 D
2026-02-10 Tarasi Rocco F. III Officer A-Award A Restricted Stock Units 7,900 0.00 91,448 D
2026-02-10 Mead Michael E. Officer A-Award A Restricted Stock Units 4,600 0.00 24,466 D
2026-02-10 McDonough Paul H. Officer A-Award A Restricted Stock Units 25,600 0.00 248,002 D
2026-02-10 Linnenbringer Jeanne L. Officer A-Award A Restricted Stock Units 3,600 0.00 37,387 D
2026-02-10 Koehneman Joel T. Officer A-Award A Restricted Stock Units 2,100 0.00 5,292 D
2026-02-10 Johnson Eric R. Officer A-Award A Restricted Stock Units 15,300 0.00 700,269 D
2026-02-10 Goldberg Scott L. Officer A-Award A Restricted Stock Units 15,800 0.00 214,524 D
2026-02-10 Franzese Yvonne K. Officer F-InKind D Common Stock 7,090 43.05 305.2K 33,262 D
2026-02-10 DeToro Karen J. Officer A-Award A Restricted Stock Units 7,900 0.00 54,580 D
2026-02-10 Bhojwani Gary C. Director / Officer A-Award A Common Stock 152,542 43.05 6.57M 348,468 D
2026-01-21 Koehneman Joel T. Officer F-InKind D Common Stock 158 41.07 6.5K 3,192 D
2026-01-15 Gibson Linda T. Director A-Award A Common Stock 1,243 42.10 52.3K 1,243 D
2026-01-02 Williams Jeremy D. Officer F-InKind D Common Stock 748 42.20 31.6K 56,495 D
2026-01-02 DeToro Karen J. Officer F-InKind D Common Stock 1,375 42.20 58.0K 38,980 D
2026-01-02 Bhojwani Gary C. Director / Officer S-Sale D Common Stock 31,430 41.99 1.32M 195,926 D
2025-12-15 TARASI ROCCO F III Officer S-Sale D Common Stock 3,232 43.25 139.8K 73,932 D
2025-12-05 Linnenbringer Jeanne L. Officer F-InKind D Common Stock 135 40.18 5.4K 30,709 D
2025-12-05 Johnson Eric R. Officer F-InKind D Common Stock 584 40.18 23.5K 670,958 D
2025-12-05 Franzese Yvonne K. Officer F-InKind D Common Stock 475 40.18 19.1K 21,142 D
2025-11-25 DeToro Karen J. Officer G-Gift D Common Stock 1,500 0.00 40,355 D
2025-11-24 Franzese Yvonne K. Officer S-Sale D Common Stock 3,000 41.00 123.0K 21,617 D
2025-11-20 McDonough Paul H. Officer G-Gift D Common Stock 3,740 0.00 195,467 D
2025-11-20 Bhojwani Gary C. Director / Officer S-Sale D Common Stock 31,430 39.97 1.26M 227,356 D
2025-11-17 Zimpfer Matthew J. Officer G-Gift D Common Stock 2,000 0.00 275,916 D
2025-11-10 Johnson Eric R. Officer M-Exempt A Common Stock 71,400 17.38 1.24M 720,207 D
2025-08-28 Henderson Mary R Director G-Gift D Common Stock 6,300 0.00 73,460 D
2025-08-15 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 3,457 37.85 130.8K 30,844 D
2025-08-15 DeToro Karen J. Officer S-Sale D Common Stock 9,228 37.85 349.3K 41,855 D
2025-08-14 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 4,862 37.98 184.7K 34,301 D
2025-08-14 DeToro Karen J. Officer S-Sale D Common Stock 6,509 37.98 247.2K 51,083 D
2025-08-13 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 2,000 37.96 75.9K 39,163 D
2025-08-13 DeToro Karen J. Officer S-Sale D Common Stock 9,920 37.96 376.6K 57,592 D
2025-08-12 Bhojwani Gary C. Director / Officer G-Gift D Common Stock 3,092 0.00 698,331 I
2025-07-07 Mead Michael E. Officer S-Sale D Common Stock 12,581 37.97 477.6K 15,729 D
2025-07-03 Mead Michael E. Officer S-Sale D Common Stock 12,389 38.20 473.3K 28,310 D
2025-06-04 Goldberg Scott L. Officer A-Award A Restricted Stock Units 2,620 37.65 98.6K 163,743 D
2025-05-08 Turner Jessica A Director A-Award A Common Stock 4,378 37.69 165.0K 7,010 D
2025-05-08 Shebik Steven E Director A-Award A Common Stock 4,378 37.69 165.0K 53,182 D
2025-05-08 Ragavan Chetlur S Director A-Award A Common Stock 4,378 37.69 165.0K 29,751 D
2025-05-08 Maurer Dan Director A-Award A Common Stock 7,403 37.69 279.0K 102,059 D
2025-05-08 Lee Adrianne Director A-Award A Common Stock 4,378 37.69 165.0K 16,763 D
2025-05-08 HENDERSON MARY R Director A-Award A Common Stock 4,378 37.69 165.0K 79,760 D
2025-05-08 Foss David B Director A-Award A Common Stock 4,378 37.69 165.0K 49,151 D
2025-05-08 Brown Archie M Director A-Award A Common Stock 4,378 37.69 165.0K 16,763 D
2025-04-03 Bhojwani Gary C Director / Officer S-Sale D Common Stock 15,000 40.17 602.5K 202,666 D
2025-04-02 Williams Jeremy David Officer S-Sale D Common Stock 3,393 41.77 141.7K 56,599 D
2025-04-01 Williams Jeremy David Officer S-Sale D Common Stock 2,917 41.39 120.7K 59,992 D
2025-04-01 Bhojwani Gary C Director / Officer S-Sale D Common Stock 18,215 41.36 753.3K 238,363 D
2025-03-31 Williams Jeremy David Officer M-Exempt D Employee Stock Option (Right to Buy) 11,300 17.38 196.4K 0 D
2025-03-28 Franzese Yvonne K Officer S-Sale D Common Stock 2,013 42.18 84.9K 26,994 D
2025-03-27 Franzese Yvonne K Officer S-Sale D Common Stock 1,314 42.35 55.6K 29,007 D
2025-03-26 Franzese Yvonne K Officer S-Sale D Common Stock 2,097 42.56 89.2K 30,321 D
2025-03-25 Zimpfer Matthew J. Officer F-InKind D Common Stock 7,827 42.26 330.8K 277,916 D
2025-03-25 Williams Jeremy David Officer F-InKind D Common Stock 1,066 42.26 45.0K 65,299 D
2025-03-25 TARASI ROCCO F III Officer F-InKind D Common Stock 3,821 42.26 161.5K 83,215 D
2025-03-25 Mead Michael E. Officer F-InKind D Common Stock 1,810 42.26 76.5K 40,699 D
2025-03-25 McDonough Paul H. Officer F-InKind D Common Stock 13,201 42.26 557.9K 199,207 D
2025-03-25 Linnenbringer Jeanne L. Officer F-InKind D Common Stock 1,521 42.26 64.3K 41,163 D
2025-03-25 JOHNSON ERIC R Officer F-InKind D Common Stock 7,107 42.26 300.3K 648,807 D
2025-03-25 Goldberg Scott L. Officer F-InKind D Common Stock 8,219 42.26 347.3K 161,123 D
2025-03-25 Franzese Yvonne K Officer F-InKind D Common Stock 6,122 42.26 258.7K 32,418 D
2025-03-25 DeToro Karen Officer F-InKind D Common Stock 4,270 42.26 180.5K 68,156 D
2025-03-25 Bhojwani Gary C Director / Officer F-InKind D Common Stock 48,241 42.26 2.04M 256,578 D
2025-03-24 Franzese Yvonne K Officer S-Sale D Common Stock 8,109 42.00 340.6K 38,540 D
2025-03-18 Bhojwani Gary C Director / Officer S-Sale D Common Stock 27,918 40.98 1.14M 304,819 D
2025-03-17 Bhojwani Gary C Director / Officer S-Sale D Common Stock 32,204 41.02 1.32M 332,737 D
2025-03-06 Goldberg Scott L. Officer M-Exempt A Common Stock 25,500 17.38 443.2K 194,842 D
2025-03-04 Goldberg Scott L. Officer S-Sale D Common Stock 25,500 40.11 1.02M 169,342 D
2025-02-21 Zimpfer Matthew J. Officer M-Exempt A Common Stock 40,800 17.38 709.1K 326,543 D
2025-02-19 Zimpfer Matthew J. Officer S-Sale D Common Stock 40,800 41.49 1.69M 285,743 D
2025-02-11 Zimpfer Matthew J. Officer A-Award A Restricted Stock Units 14,000 37.95 531.3K 285,743 D
2025-02-11 Williams Jeremy David Officer A-Award A Common Stock 3,798 37.95 144.1K 64,502 D
2025-02-11 TARASI ROCCO F III Officer A-Award A Restricted Stock Units 7,600 37.95 288.4K 87,036 D
2025-02-11 Mead Michael E. Officer F-InKind D Common Stock 1,434 37.95 54.4K 38,309 D
2025-02-11 McDonough Paul H. Officer A-Award A Common Stock 26,533 37.95 1.01M 196,116 D
2025-02-11 Linnenbringer Jeanne L. Officer A-Award A Restricted Stock Units 3,400 37.95 129.0K 42,684 D
2025-02-11 Koehneman Joel T Officer A-Award A Restricted Stock Units 2,020 37.95 76.7K 3,350 D
2025-02-11 JOHNSON ERIC R Officer A-Award A Restricted Stock Units 14,700 37.95 557.9K 655,914 D
2025-02-11 Goldberg Scott L. Officer A-Award A Restricted Stock Units 15,100 37.95 573.0K 169,342 D
2025-02-11 Franzese Yvonne K Officer F-InKind D Common Stock 4,813 37.95 182.7K 36,049 D
2025-02-11 DeToro Karen Officer A-Award A Common Stock 9,476 37.95 359.6K 69,038 D
2025-02-11 Bhojwani Gary C Director / Officer F-InKind D Common Stock 41,361 37.95 1.57M 281,941 D
2025-01-21 Koehneman Joel T Officer A-Award A Restricted Stock Units 1,330 39.28 52.2K 1,330 D
2025-01-02 Williams Jeremy David Officer F-InKind D Common Stock 1,417 37.14 52.6K 60,704 D
2025-01-02 Williams Jeremy D. Officer F-InKind D Common Stock 773 37.14 28.7K 61,348 D
2025-01-02 DeToro Karen J. Officer F-InKind D Common Stock 1,417 37.14 52.6K 58,918 D
2025-01-02 DeToro Karen Officer F-InKind D Common Stock 773 37.14 28.7K 59,562 D
2025-01-01 Franzese Yvonne K Officer F-InKind D Common Stock 510 37.21 19.0K 27,940 D
2024-12-18 TARASI ROCCO F III Officer S-Sale D Common Stock 4,500 37.51 168.8K 72,896 D
2024-12-17 TARASI ROCCO F III Officer S-Sale D Common Stock 2,500 37.73 94.3K 77,396 D
2024-12-16 TARASI ROCCO F III Officer S-Sale D Common Stock 1,484 38.02 56.4K 79,896 D
2024-11-26 McDonough Paul H. Officer G-Gift D Common Stock 1,540 0.00 169,583 D
2024-11-18 JOHNSON ERIC R Officer S-Sale D Common Stock 3,978 39.09 155.5K 631,844 D
2024-11-12 JOHNSON ERIC R Officer M-Exempt D Employee Stock Option (Right to Buy) 51,290 16.42 842.2K 0 D
2024-11-11 Williams Jeremy David Officer M-Exempt A Common Stock 7,700 16.42 126.4K 66,904 D
2024-11-08 Zimpfer Matthew J. Officer G-Gift D Common Stock 2,000 0.00 259,665 D
2024-10-01 Turner Jessica A Director A-Award A Common Stock 2,632 34.36 90.4K 2,632 D
2024-09-05 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 5,435 34.26 186.2K 37,663
2024-09-05 DeToro Karen Officer S-Sale D Common Stock 1,925 34.70 66.8K 60,335
2024-09-04 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 1,786 34.61 61.8K 43,098
2024-09-04 DeToro Karen Officer S-Sale D Common Stock 1,890 34.62 65.4K 64,110
2024-09-03 Linnenbringer Jeanne L. Officer M-Exempt D Employee Stock Option (Right to Buy) 4,600 17.38 79.9K 0
2024-09-03 HENDERSON MARY R Director G-Gift D Common Stock 2,310 0.00 75,382
2024-09-03 DeToro Karen Officer S-Sale D Common Stock 1,785 34.88 62.3K 66,000
2024-08-09 Linnenbringer Jeanne L. Officer F-InKind D Common Stock 3,940 31.67 124.8K 45,648
2024-07-05 Linnenbringer Jeanne L. Officer F-InKind D Common Stock 738 27.71 20.4K 49,588
2024-06-03 Mead Michael E. Officer S-Sale D Common Stock 5,013 28.85 144.6K 36,522
2024-05-28 Mead Michael E. Officer S-Sale D Common Stock 7,690 28.30 217.6K 41,535
2024-05-13 TARASI ROCCO F III Officer S-Sale D Common Stock 3,500 28.50 99.8K 81,380
2024-05-13 Bhojwani Gary C Director / Officer G-Gift D Common Stock 10,770 0.00 0
2024-05-10 Bhojwani Gary C Director / Officer G-Gift D Common Stock 1,911 0.00 708,589
2024-05-09 TARASI ROCCO F III Officer S-Sale D Common Stock 3,197 28.00 89.5K 84,880
2024-05-09 Shebik Steven E Director A-Award A Common Stock 5,322 28.19 150.0K 48,804
2024-05-09 Ragavan Chetlur S Director A-Award A Common Stock 5,322 28.19 150.0K 25,373
2024-05-09 Maurer Dan Director A-Award A Common Stock 9,366 28.19 264.0K 94,656
2024-05-09 Lee Adrianne Director A-Award A Common Stock 5,322 28.19 150.0K 12,385
2024-05-09 HENDERSON MARY R Director A-Award A Common Stock 5,322 28.19 150.0K 77,692
2024-05-09 Franzese Yvonne K Officer S-Sale D Common Stock 15,021 28.25 424.3K 31,611
2024-05-09 Foss David B Director A-Award A Common Stock 5,322 28.19 150.0K 44,773
2024-05-09 Brown Archie M Director A-Award A Common Stock 5,322 28.19 150.0K 12,385
2024-04-09 DeToro Karen Officer S-Sale D Common Stock 2,778 27.10 75.3K 69,605
2024-04-02 DeToro Karen Officer S-Sale D Common Stock 2,666 27.12 72.3K 72,383
2024-04-01 Bhojwani Gary C Director / Officer S-Sale D Common Stock 20,200 27.31 551.7K 293,802
2024-03-28 TARASI ROCCO F III Officer S-Sale D Common Stock 3,000 27.50 82.5K 88,077
2024-03-28 Franzese Yvonne K Officer S-Sale D Common Stock 424 27.50 11.7K 53,422
2024-03-28 Bhojwani Gary C Director / Officer S-Sale D Common Stock 18,692 27.52 514.3K 314,002
2024-03-26 DeToro Karen Officer S-Sale D Common Stock 1,307 26.94 35.2K 75,049
2024-03-26 Bhojwani Gary C Director / Officer S-Sale D Common Stock 9,434 26.87 253.5K 332,694
2024-03-25 Zimpfer Matthew J. Officer F-InKind D Common Stock 7,551 26.86 202.8K 261,665
2024-03-25 Williams Jeremy David Officer F-InKind D Common Stock 1,054 26.86 28.3K 59,204
2024-03-25 TARASI ROCCO F III Officer F-InKind D Common Stock 2,701 26.86 72.5K 91,077
2024-03-25 Mead Michael E. Officer F-InKind D Common Stock 1,703 26.86 45.7K 49,225
2024-03-25 McDonough Paul H. Officer F-InKind D Common Stock 11,601 26.86 311.6K 171,123
2024-03-25 Linnenbringer Jeanne L. Officer F-InKind D Common Stock 1,602 26.86 43.0K 50,326
2024-03-25 JOHNSON ERIC R Officer F-InKind D Common Stock 7,111 26.86 191.0K 615,236
2024-03-25 Goldberg Scott L. Officer F-InKind D Common Stock 7,732 26.86 207.7K 142,304
2024-03-25 Franzese Yvonne K Officer F-InKind D Common Stock 5,446 26.86 146.3K 53,846
2024-03-25 DeToro Karen Officer F-InKind D Common Stock 2,701 26.86 72.5K 76,356
2024-03-25 Bhojwani Gary C Director / Officer F-InKind D Common Stock 46,331 26.86 1.24M 342,128
2024-03-21 Bhojwani Gary C Director / Officer S-Sale D Common Stock 18,349 27.25 500.0K 388,459
2024-03-20 McDonough Paul H. Officer S-Sale D Common Stock 9,410 26.64 250.7K 182,724
2024-03-20 DeToro Karen Officer S-Sale D Common Stock 1,282 27.00 34.6K 79,057
2024-03-20 Bhojwani Gary C Director / Officer S-Sale D Common Stock 16,837 27.00 454.6K 406,808
2024-03-18 McDonough Paul H. Officer S-Sale D Common Stock 10,828 26.36 285.4K 192,134
2024-03-12 Goldberg Scott L. Officer S-Sale D Common Stock 15,119 26.70 403.6K 150,036
2024-03-11 Zimpfer Matthew J. Officer S-Sale D Common Stock 3,281 26.62 87.3K 269,216
2024-03-11 Goldberg Scott L. Officer S-Sale D Common Stock 9,402 26.62 250.3K 165,155
2024-03-04 Zimpfer Matthew J. Officer S-Sale D Common Stock 3,280 26.77 87.8K 272,497
2024-03-04 McDonough Paul H. Officer S-Sale D Common Stock 15,476 26.78 414.4K 202,962
2024-03-04 Goldberg Scott L. Officer S-Sale D Common Stock 3,738 26.78 100.1K 174,557
2024-03-01 Goldberg Scott L. Officer S-Sale D Common Stock 7,325 26.65 195.2K 178,295
2024-02-27 Bhojwani Gary C Officer G-Gift D Common Stock 11,250 0.00 634,105
2024-02-26 Zimpfer Matthew J. Officer S-Sale D Common Stock 3,220 26.97 86.9K 275,777
2024-02-20 Zimpfer Matthew J. Officer S-Sale D Common Stock 3,220 26.76 86.2K 278,997
2024-02-12 Zimpfer Matthew J. Officer A-Award A Restricted Stock Units 19,100 27.39 523.1K 282,217
2024-02-12 Williams Jeremy David Officer A-Award A Common Stock 6,428 27.39 176.1K 58,336
2024-02-12 Wildin Michellen Annette Officer A-Award A Restricted Stock Units 2,790 27.39 76.4K 4,690
2024-02-12 TARASI ROCCO F III Officer A-Award A Common Stock 14,331 27.39 392.5K 87,799
2024-02-12 Mead Michael E. Officer A-Award A Common Stock 5,746 27.39 157.4K 48,166
2024-02-12 McDonough Paul H. Officer A-Award A Restricted Stock Units 32,800 27.39 898.4K 218,438
2024-02-12 Linnenbringer Jeanne L. Officer A-Award A Restricted Stock Units 4,500 27.39 123.3K 51,928
2024-02-12 JOHNSON ERIC R Officer F-InKind D Common Stock 8,486 27.39 232.4K 603,674
2024-02-12 Goldberg Scott L. Officer F-InKind D Common Stock 12,854 27.39 352.1K 165,420
2024-02-12 Franzese Yvonne K Officer F-InKind D Restricted Stock Units 800 27.39 21.9K 59,292
2024-02-12 DeToro Karen Officer A-Award A Restricted Stock Units 9,700 27.39 265.7K 80,339
2024-02-12 Bhojwani Gary C Director / Officer A-Award A Restricted Stock Units 114,800 27.39 3.14M 423,645
2024-01-02 Williams Jeremy David Officer A-Award A Restricted Stock Units 6,720 28.03 188.4K 51,908
2024-01-02 Franzese Yvonne K Officer F-InKind D Common Stock 1,232 28.03 34.5K 30,671
2024-01-02 DeToro Karen Officer A-Award A Restricted Stock Units 8,400 28.03 235.5K 60,719
2024-01-01 Williams Jeremy David Officer D Common Stock 0 0.00 45,188
2024-01-01 Wildin Michellen Annette Officer D Common Stock 0 0.00 1,900
2023-12-20 DeToro Karen Officer G-Gift D Common Stock 3,650 0.00 52,319
2023-12-06 KLINE JOHN R Officer S-Sale D Common Stock 5,757 27.07 155.9K 64,730
2023-12-05 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 1,784 26.82 47.8K 44,478
2023-12-04 TARASI ROCCO F III Officer S-Sale D Common Stock 1,000 27.00 27.0K 73,468
2023-11-29 KLINE JOHN R Officer S-Sale D Common Stock 6,406 26.61 170.5K 70,487
2023-11-28 Linnenbringer Jeanne L. Officer S-Sale D Common Stock 2,216 26.83 59.5K 46,262
2023-11-27 TARASI ROCCO F III Officer S-Sale D Common Stock 500 26.50 13.3K 74,468

Executive team

Top executives
EBIT / Employee
154.2K
Shares Outstanding
93.73M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2010 James Prieur Chief Executive Officer 900.0K 2.07M 2.07M 1.67M 20.8K 6.73M 61.54%
2 2010 Edward Bonach Chief Financial Officer 503.8K 500.0K 557.0K 538.2K 746.7K 9.2K 2.85M 38.36%
3 2010 Scott Perry President, Bankers Life and Casualty Company 441.3K 535.1K 515.6K 698.6K 31.2K 2.22M 47.29%
4 2010 Eric Johnson President, 40186 Advisors Inc. 500.0K 362.7K 344.0K 968.1K 966.00 2.18M 32.48%
5 2010 Steven Stecher President, Washington National 412.0K 468.2K 447.2K 391.6K 19.2K 1.74M 52.66%
6 2009 James Prieur Chief Executive Officer 900.0K 497.6K 843.3K 1.08M 9.2K 3.33M 40.32%
7 2009 Scott Perry President, Bankers Life and Casualty Company 441.3K 137.9K 363.2K 593.2K 8.0K 1.54M 32.46%
8 2009 Edward Bonach Chief Financial Officer 472.5K 210.7K 363.2K 451.9K 9.2K 1.51M 38.07%
9 2009 Eric Johnson President, 40186 Advisors Inc. 500.0K 115.5K 308.2K 468.9K 630.00 1.39M 30.41%
10 2009 Steven Stecher President, Washington National 412.0K 137.9K 363.2K 263.8K 12.0K 1.19M 42.15%
11 2008 Scott Perry President, Bankers Life and Casualty Company 438.5K 231.8K 183.3K 126.9K 25.3K 1.01M 41.27%
12 2008 Eric Johnson President, 40186 Advisors Inc. 500.0K 231.8K 114.6K 141.2K 630.00 988.2K 35.05%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Gary Chandru Bhojwani Chief Executive Officer & Director 4M male
Scott Louis Goldberg President of Consumer Division 2M male
Paul Harrington McDonough Chief Financial Officer & Executive Vice President 2M male
Eric Ronald Johnson Chief Investment Officer 2M male
Matthew Joseph Zimpfer Executive Vice President & General Counsel 1M male
Joel Thomas Koehneman Senior Vice President & Chief Accounting Officer 575.9K male
Adam Auvil Vice President of Investor Relations & Sustainability male
Michael E. Mead Chief Information Officer male
Jeanne L. Linnenbringer Chief Operations Officer female
Doug Williams Vice President of Finance & Administration male
ESG Rating
B
INSURANCE - LIFE
2022
E (Environmental)
69.8 / 66.1
Company / Sector avg.
S (Social)
71.9 / 78.2
Company / Sector avg.
G (Governance)
73.1 / 68.8
Company / Sector avg.
ESG Total
71.6 / 71.0
Company / Sector avg.
ESG Score History INSURANCE - LIFE
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-06-11 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-09 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-05-12 2025-06-23 Jefferson Shreve IN06 Sale $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits