NYSE$CNA

CNA Financial Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

CNA reported a net income of $1.04 per share and a core income of $1.08 per share for Q3 2024.

CNA Financial announced strong Q3 2024 results, with net income increasing by 10% to $283 million and core income rising to $293 million. The P&C segment faced challenges from higher catastrophe losses, while the Life & Group segment improved due to higher investment income. Net investment income increased by 13% to $626 million.

  • Net income increased by 10% to $283 million, with earnings per share (EPS) at $1.04.
  • Core income rose to $293 million, or $1.08 per share.
  • Net investment income increased by 13% to $626 million.
  • The P&C combined ratio was 97.2%, including 5.8 points of catastrophe loss impact.

Headline financials

Total Revenue

$3.62B

Previous: $3.34B+8.5%
EPS

$1.04

Previous: $1.06-1.9%
Net Written Premiums

$2.36B

No prior period
Underwriting Gain

$68M

No prior period
Catastrophe Losses

$143M

No prior period
Underlying UW Gain

$209M

No prior period
Combined Ratio

97.2%

No prior period
Underlying Combined Ratio

91.6%

No prior period
Book Value / Share

$38.82

No prior period
BVPS ex-AOCI

$46.16

No prior period
Capital Expenditures

-$57M

Previous: -$67M+14.9%
Free Cash Flow

$226M

Previous: $191M+18.3%
Net Income

$283M

Previous: $258M+9.7%
Operating Income

$715M

Previous: $663M+7.8%
Gross Profit

$1.14B

Previous: $1.08B+5.8%
Cash & Equivalents

$456M

Previous: $485M-6.0%
Total Assets

$67.4B

Previous: $62B+8.7%

Revenue & EPS history

CNA · Revenue · Quarterly

$3.62B

Q3 2024+8.5%vs Q3 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

CNA anticipates favorable market conditions will persist in many classes of business and expects strong renewal pricing in lines impacted by social inflation to continue exceeding loss cost trends.

Tailwinds

  • Core income increasing to $293 million
  • Core income after nine months is a record high of $974 million
  • Net investment income was up 13%
  • Underlying combined ratio was 91.6%, the fifteenth consecutive quarter below 92%
  • New business grew 15%, also the highest of the year with strong contributions from Commercial and International

Headwinds

  • P&C combined ratio was 97.2%, inclusive of pretax catastrophe losses of $143 million or 5.8 points
  • Underlying loss ratio increased 1.1 points as compared with the prior year quarter due to increases in our Commercial and Specialty segments
  • The assumption updates in the third quarter of 2024 unfavorably impacted core loss by $5 million after-tax
  • The underlying combined ratio increased 5.7 points as compared with the prior year quarter.
  • The underlying loss ratio increased 1.5 points primarily driven by continued pricing pressure in management liability lines over the last several quarters.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.6%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+0.2%

Avg return

30 days after

54%

33 / 61 earnings

Positive

+8.9%

Q3 2020

Best reaction

-7.9%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.9%-9.4%-12.8%
Q4 2025-1.4%-2.3%-5.9%
Q3 2025-1.3%+1.5%+3.3%
Q1 2025-0.5%+0.1%-2.7%
Q4 2024+1.2%-0.7%-2.9%
Q3 2024-0.1%+3.8%+4.8%
Q2 2024+2.5%+0.8%+6.8%
Q1 2024-0.5%+1.2%+1.7%
Q4 2023+6.4%+6.0%+2.2%
Q3 2023+2.2%+1.3%+4.7%
Q2 2023-1.1%+4.8%-0.9%
Q1 2023+1.0%+2.6%-5.3%
Q4 2022+5.9%+6.0%-0.0%
Q3 2022+0.6%+0.3%+1.0%
Q2 2022-5.8%-5.7%-9.3%
Q1 2022-4.5%-4.0%-3.9%
Q4 2021+1.9%+1.1%-4.5%
Q3 2021+3.3%+2.2%-6.8%
Q2 2021-0.0%+0.6%+1.3%
Q1 2021+1.5%+3.0%+1.6%
Q4 2020+5.8%+6.0%+12.7%
Q3 2020+8.9%+9.3%+19.6%
Q2 2020-3.0%+2.6%-3.0%
Q1 2020-0.1%+1.3%+8.8%
Q4 2019+8.3%+7.5%-17.2%
Q3 2019-1.5%-1.1%-2.4%
Q2 2019+0.5%+2.4%+0.8%
Q1 2019+2.2%+1.0%-0.6%
Q4 2018-7.1%-4.3%-7.1%
Q3 2018+7.8%+10.3%+4.4%
Q2 2018-3.8%-4.7%-7.2%
Q1 2018+2.5%-0.9%-3.2%
Q4 2017+5.9%+8.9%+6.3%
Q3 2017+6.6%+8.2%+7.3%
Q2 2017+6.8%+7.6%-0.3%
Q1 2017+0.2%+0.8%+0.8%
Q4 2016+0.2%+0.3%+2.8%
Q3 2016+4.3%+3.2%+9.9%
Q2 2016-1.0%+3.0%+4.6%
Q1 2016+3.1%
Q4 2015-7.3%
Q3 2015+0.5%
Q2 2015-1.6%
Q1 2015-1.8%
Q4 2014+4.5%
Q3 2014-0.6%
Q2 2014-2.4%
Q1 2014-6.6%
Q4 2013+7.2%
Q3 2013+2.3%
Q2 2013+2.3%
Q1 2013+1.0%
Q4 2012+0.3%
Q3 2012+2.3%
Q2 2012-3.3%
Q4 2011-1.2%
Q3 2011-0.9%
Q2 2011-2.9%
Q1 2010-1.5%
Q4 2010+1.2%
Q3 2010-2.2%

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