CNA

CNA FINANCIAL CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000021175
$45.12 +0.60% $12.2B
High Impact Filing (8/10)11 New Institutional Positions9 Institutional Exits
Vol
Market Cap$12.2B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$11.9B
Inst. Activity11 buys / 9 sells
Insider Activity0B / 1S
Insider Net $-$151.1K
Reddit Sentiment25° Bearish
SEC Reports2
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000021175·Prev Close $44.85

Recent Activity

May 4, 2026 SEC
CNA Financial reported Q1 2026 core EPS of $0.83, missing consensus of $1.49 by 44%, as underwriting results deteriorate
8-K — Impact 8/10
Mar 27, 2026 SEC
CNA Financial Corp filed a supplemental proxy statement to clarify the treatment of broker non-votes for its 2026 annual
DEFA14A — Impact 2/10
Mar 19, 2026 Insider
Neuenschwander Jeffrey John sold 3,287 shares
SVP & General Counsel @ $45.97 ($151.1K)
Mar 15, 2026 Insider
Hopper Robert Joseph was granted 19,888 shares
EVP & Chief Actuary
Mar 15, 2026 Insider
Hopper Robert Joseph surrendered for taxes 12,758 shares
EVP & Chief Actuary @ $47.03 ($600.0K)
Inst.
FIRST TRUST ADVISORS LP — ADD
2,101,092 shares ($96.5M)
Inst.
Gotham Asset Management, LLC — ADD
618,872 shares ($28.4M)
May 18, 2026 dark_pool
Dark Pool: CNA — 0.5M shares, 22,743 trades
Week starting 2026-05-18. Total ATS volume: 490,205 shares across 22,743 trades.

Price Targets

Historical data — last covering-analyst action Feb 2025. No current recommendation available.
$42.00 (Feb 2025)
Current $45.12 Low $42.00 Median $42.00 High $42.00 1 analysts
$42.00 $42.00

Analyst Ratings

Historical distribution9% buy · 11 analysts · last covering-analyst action Feb 2025
0Strong Buy
1Buy
4Hold
5Sell
1Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 12, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Jan 10, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Nov 8, 2024 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Oct 10, 2024 B of A Securities MAINTAIN Underperform → Underperform
Aug 1, 2024 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.01 ▼ -6.5% $1.01 — $1.01 -18% YoY 1
Next Q $1.14 ▼ -6.6% $1.14 — $1.14 -24% YoY 1
Current FY $4.05 ▼ -12.0% $4.05 — $4.05 -18% YoY 1
Next FY $4.80 $4.80 — $4.80 19% YoY 1

Top Institutional Holders

FundValueMove
LOEWS CORP$11.4B
FIRST TRUST ADVISORS LP$96.5MADD
BlackRock, Inc.$81.9M
TWO SIGMA INVESTMENTS, LP$40.5MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$34.8M

Recent Insider Trades

DateInsiderTypeValue
Mar 19, 2026Neuenschwander JeffreySELL$151.1K
Mar 15, 2026Hopper RobertA$0.00
Mar 15, 2026Hopper RobertF$600.0K
Mar 15, 2026Smith AmyA$0.00
Mar 15, 2026Worman DouglasF$1.7M

Reddit Sentiment

25°
Bearish
Bearish Neutral Bullish
4 mentions 0 bullish 4 bearish
50 institutional holders with $11.9B total value (259,255,103 shares) as of 2026-Q1. Top holders: LOEWS, FIRST, BlackRock,. Net buying activity: 11 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1LOEWS CORP248,414,738$11.4B95.8%
2FIRST TRUST ADVISORS LP2,101,092$96.5M0.8%ADD +34.6%
3BlackRock, Inc.1,783,144$81.9M0.7%
4TWO SIGMA INVESTMENTS, LP882,035$40.5M0.3%ADD +26.3%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC757,133$34.8M0.3%
6Gotham Asset Management, LLC618,872$28.4M0.2%ADD +25.6%
7STATE STREET CORP510,616$23.4M0.2%
8GOLDMAN SACHS GROUP INC450,416$20.7M0.2%
9MORGAN STANLEY445,744$20.5M0.2%
10VICTORY CAPITAL MANAGEMENT INC393,424$18.1M0.2%DOUBLED +1169.4%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP255,758$11.7M0.1%ADD +68.2%
12VANGUARD CAPITAL MANAGEMENT LLC253,747$11.7M0.1%
13Connor, Clark & Lunn Investment Management Ltd.173,741$8.0M0.1%
14MARSHALL WACE, LLP150,420$6.9M0.1%TRIM -26.6%
15CITADEL ADVISORS LLC143,306$6.6M0.1%
16BANK OF AMERICA CORP /DE/135,873$6.2M0.1%ADD +41.9%
17Baird Financial Group, Inc.128,951$5.9M0.0%
18BARCLAYS PLC124,731$5.7M0.0%
19VANGUARD FIDUCIARY TRUST CO116,319$5.3M0.0%
20Russell Investments Group, Ltd.115,638$5.3M0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIRST TRUST ADVISORS LPADD1,560,6442,101,092+34.6%$96.5M2026-Q1
Gotham Asset Management, LLCADD492,592618,872+25.6%$28.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED30,993393,424+1169.4%$18.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD152,041255,758+68.2%$11.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD95,743135,873+41.9%$6.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED20,70054,300+162.3%$2.5M2026-Q1
Mariner, LLCADD27,81535,901+29.1%$1.6M2026-Q1
Cerity Partners LLCTRIM79,31830,199-61.9%$1.4M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT270,76225,139-90.7%$1.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,45717,228+398.4%$791.1K2026-Q1
Capula Management LtdTRIM56,51115,029-73.4%$690.1K2026-Q1
Legal & General Group PlcTRIM19,97610,412-47.9%$478.1K2026-Q1
FMR LLCADD7,46910,160+36.0%$466.5K2026-Q1
SEI INVESTMENTS COTRIM18,5858,150-56.1%$374.3K2026-Q1
M&T BANK CORPNEAR_EXIT484,5805,948-98.8%$273.1K2026-Q1
DEUTSCHE BANK AG\ADD3,5924,851+35.1%$222.8K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT15,518685-95.6%$31.5K2026-Q1
Rockefeller Capital Management L.P.DOUBLED317651+105.4%$29.9K2026-Q1
PICTON MAHONEY ASSET MANAGEMENTNEAR_EXIT26,29123-99.9%$1.1K2026-Q1
NORGES BANKEXIT349,3290-100.0%$0.002026-Q1
M&T BANK CORPDOUBLED5,909484,580+8100.7%$167.7M2025-Q4
FIRST TRUST ADVISORS LPADD1,183,8921,560,644+31.8%$74.5M2025-Q4
TWO SIGMA INVESTMENTS, LPADD425,779537,546+26.3%$25.7M2025-Q4
Gotham Asset Management, LLCADD320,826492,592+53.5%$23.5M2025-Q4
NORGES BANKNEW349,329$16.7M2025-Q4
9 unique insiders with 19 transactions. Net insider value: -$151.1K ($0.00 bought, $151.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 19, 2026Neuenschwander Jeffrey JohnSVP & General CounselSELL3,287$45.97$151.1K
Mar 15, 2026Hopper Robert JosephEVP & Chief ActuaryAWARD19,888
Mar 15, 2026Hopper Robert JosephEVP & Chief ActuaryTAX W/H12,758$47.03$600.0K
Mar 15, 2026Smith Amy MarieSVP & Chief Accounting OfficerAWARD4,773
Mar 15, 2026Worman DouglasChairman and CEOTAX W/H37,062$47.03$1.7M
Mar 15, 2026Worman DouglasChairman and CEOAWARD106,075
Mar 15, 2026LINDQUIST SCOTT REVP & CFOTAX W/H18,603$47.03$874.9K
Mar 15, 2026LINDQUIST SCOTT REVP & CFOAWARD37,232
Mar 15, 2026Neuenschwander Jeffrey JohnSVP & General CounselTAX W/H1,361$47.03$64.0K
Mar 15, 2026Neuenschwander Jeffrey JohnSVP & General CounselAWARD3,540
Mar 15, 2026Possell Jane ElizabethEVP & CIOTAX W/H7,006$47.03$329.5K
Mar 15, 2026Possell Jane ElizabethEVP & CIOAWARD19,888
Mar 15, 2026James Mark StevenEVP, Chief Risk & Rein OffAWARD14,451
Mar 15, 2026James Mark StevenEVP, Chief Risk & Rein OffTAX W/H6,791$47.03$319.4K
Mar 15, 2026Smith Amy MarieSVP & Chief Accounting OfficerTAX W/H1,787$47.03$84.0K
Mar 15, 2026Franzetti Daniel PaulEVP & CAOAWARD33,094
Mar 15, 2026Franzetti Daniel PaulEVP & CAOTAX W/H18,018$47.03$847.4K
Mar 15, 2026Aguinaga Elizabeth AnnEVP, Chief HR OfficerTAX W/H11,512$47.03$541.4K
Mar 15, 2026Aguinaga Elizabeth AnnEVP, Chief HR OfficerAWARD19,888

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2025): 9% buy across 11 analysts — 0 strong buy, 1 buy, 4 hold, 5 sell, 1 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2025. No current recommendation available.
$42.00 mean target (Feb 2025)
$42.00 Low $42.00 High
MetricValue
Current Price$45.12
Target Low$42.00
Target Mean$42.00
Target Median$42.00
Target High$42.00
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.01 $1.01 $1.01 -17.9% -6.5% 0↑ 1↓ $0.0B 1
Next Q
2026-09-30
$1.14 $1.14 $1.14 -24.0% -6.6% 0↑ 1↓ $0.0B 1
Current FY
2026-12-31
$4.05 $4.05 $4.05 -17.8% -12.0% 0↑ 1↓ $0.0B 1
Next FY
2027-12-31
$4.80 $4.80 $4.80 18.5% $0.0B 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.010
7d ago$1.050-0.040
30d ago$1.080-0.070
60d ago$1.070-0.060
90d ago$1.120-0.110
6 analyst firms have rated this stock: 2 upgrades, 6 downgrades, 5 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 12, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 10, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Nov 8, 2024 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Oct 10, 2024 B of A Securities MAINTAIN Underperform Underperform
Aug 1, 2024 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Apr 10, 2024 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 12, 2024 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 6, 2024 B of A Securities DOWNGRADE Neutral Underperform
Jul 11, 2023 Keefe, Bruyette & Woods DOWNGRADE Outperform Market Perform
May 3, 2023 B of A Securities UPGRADE Underperform Neutral
Jan 7, 2021 B of A Securities DOWNGRADE Neutral Underperform
Nov 3, 2020 B of A Securities UPGRADE Underperform Neutral
May 2, 2017 Deutsche Bank DOWNGRADE Buy Hold
Dec 2, 2016 Macquarie DOWNGRADE Outperform Neutral
Oct 7, 2016 Keefe, Bruyette & Woods INITIATE Market Perform
Jan 22, 2016 Deutsche Bank MAINTAIN Buy
May 5, 2015 Deutsche Bank MAINTAIN Buy
Aug 6, 2014 Deutsche Bank MAINTAIN Buy
May 13, 2014 Mediobanca Securities MAINTAIN Outperform
Oct 30, 2013 Deutsche Bank MAINTAIN Buy
Oct 11, 2013 Macquarie INITIATE Underperform
Sep 12, 2013 William Blair INITIATE Outperform
Sep 4, 2013 Deutsche Bank INITIATE Buy
Sep 3, 2013 Deutsche Bank INITIATE Buy
Jan 11, 2013 Macquarie DOWNGRADE Outperform Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026014519%
May 1, 20260135110%
Apr 1, 20260135110%
Mar 1, 20260135110%
Feb 1, 20260135110%
Jan 1, 20260125111%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

25°
Bearish
Bearish Neutral Bullish
4 mentions 0 bullish 4 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026140° Cool011
Jun 5, 2026140° Cool011
Feb 26, 2026140° Cool011
Feb 1, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bearish 7d 15h ago
CNA y'all post some loss porn please
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 3mo ago
Opinions on Chubb?
▲ 5 💬 13 ⚡ 0.3
May 18, 2026
dark_pool
Dark Pool: CNA — 0.5M shares, 22,743 trades
Week starting 2026-05-18. Total ATS volume: 490,205 shares across 22,743 trades.
May 11, 2026
dark_pool
Dark Pool: CNA — 0.7M shares, 25,672 trades
Week starting 2026-05-11. Total ATS volume: 729,585 shares across 25,672 trades.
May 4, 2026
dark_pool
Dark Pool: CNA — 1.1M shares, 32,660 trades
Week starting 2026-05-04. Total ATS volume: 1,102,127 shares across 32,660 trades.
May 4, 2026
earnings_calendar
CNA Q1 2026 Earnings Scheduled — 2026-05-04
May 4, 2026
short_volume
Short Volume: CNA — 66.4% short (0.3M / 0.5M)
Short: 337,493 | Exempt: 207 | TRF Vol: 508,297 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: CNA — 0.5M shares, 22,859 trades
Week starting 2026-04-27. Total ATS volume: 520,593 shares across 22,859 trades.
Apr 24, 2026
short_interest
FTD: CNA — 21,500 shares ($1.0M) failed to deliver
Settlement: 20260424, Price: $48.75, FTD Value: $1,048,125, CNA FINANCIAL CORP
Apr 20, 2026
dark_pool
Dark Pool: CNA — 0.5M shares, 18,510 trades
Week starting 2026-04-20. Total ATS volume: 499,504 shares across 18,510 trades.
Apr 13, 2026
dark_pool
Dark Pool: CNA — 0.3M shares, 13,637 trades
Week starting 2026-04-13. Total ATS volume: 303,742 shares across 13,637 trades.
Apr 6, 2026
dark_pool
Dark Pool: CNA — 0.4M shares, 17,407 trades
Week starting 2026-04-06. Total ATS volume: 374,975 shares across 17,407 trades.
Mar 30, 2026
dark_pool
Dark Pool: CNA — 0.3M shares, 13,876 trades
Week starting 2026-03-30. Total ATS volume: 278,697 shares across 13,876 trades.
Mar 23, 2026
dark_pool
Dark Pool: CNA — 0.4M shares, 20,204 trades
Week starting 2026-03-23. Total ATS volume: 381,084 shares across 20,204 trades.
Mar 16, 2026
dark_pool
Dark Pool: CNA — 0.5M shares, 22,571 trades
Week starting 2026-03-16. Total ATS volume: 490,529 shares across 22,571 trades.
Mar 9, 2026
dark_pool
Dark Pool: CNA — 0.6M shares, 21,791 trades
Week starting 2026-03-09. Total ATS volume: 568,903 shares across 21,791 trades.
Mar 2, 2026
dark_pool
Dark Pool: CNA — 0.5M shares, 18,860 trades
Week starting 2026-03-02. Total ATS volume: 534,186 shares across 18,860 trades.