Analysts Forecast 10% Upside For FNDX
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2025
0mins
Source: NASDAQ.COM
ETF Analyst Target Prices: The Schwab Fundamental U.S. Large Company Index ETF (FNDX) has an implied analyst target price of $26.73 per unit, indicating a potential upside of 9.74% from its current trading price of $24.36.
Notable Holdings with Upside Potential: Key holdings within FNDX, such as World Kinect Corp, Occidental Petroleum Corp, and CNO Financial Group Inc, show significant upside potential based on analyst targets, with expected increases ranging from approximately 11.94% to 13.76%.
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Analyst Views on CNO
Wall Street analysts forecast CNO stock price to fall
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 51.050
Low
47.00
Averages
48.00
High
50.00
Current: 51.050
Low
47.00
Averages
48.00
High
50.00
About CNO
CNO Financial Group, Inc. is a holding company for a group of insurance companies. It provides life and health insurance, annuities, financial services and workforce benefits solutions through its family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. It is focused on serving middle-income pre-retiree and retired Americans. It markets its products through the Consumer and Worksite Divisions that reflect the customers served by the Company. The Consumer Division serves individual consumers, engaging with them on the phone, virtually, online, face-to-face with agents, or through a combination of sales channels. The Worksite Division focuses on the sale of voluntary benefit life and health insurance products in the workplace for businesses, associations and other membership groups, interacting with customers at their place of employment and virtually. It also offers a suite of voluntary benefits, benefits administration technology and advocacy services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CNO Financial Group Extends Marathon Sponsorship Through 2028
- Sponsorship Extension: CNO Financial Group has announced a multi-year extension of its title sponsorship of the Indianapolis Monumental Marathon through 2028, reflecting its commitment to the health of the central Indiana community and expected to enhance the event's participation and impact.
- Event Significance: Since becoming the title sponsor in 2016, CNO's support has helped the marathon grow into one of the top 15 marathons in the U.S., boosting economic and community cohesion in Indianapolis.
- Record Participation: The 2025 event marked a record with over 17,500 participants, highlighting the marathon's continued growth and expanding global reach, with 2026 registrations expected to sell out faster than ever.
- Community Contributions: Beyond Monumental, the nonprofit behind the marathon, has donated over $1.7 million to the Indianapolis community since its inception, supporting youth health programs and further solidifying CNO's connection with the community.
See More
CNO Financial Extends Marathon Sponsorship Through 2028
- Sponsorship Extension: CNO Financial Group has announced a multi-year extension of its title sponsorship of the Indianapolis Monumental Marathon through 2028, reflecting its commitment to the health and well-being of the Indiana community, which is expected to further enhance the event's participation and impact.
- Event Growth: Since becoming the title sponsor in 2016, CNO's support has helped the marathon rank among the top 15 in the U.S., with 2025 marking a record 17,500 participants, showcasing the event's continued growth and expanding global reach.
- Community Contribution: The CEO of Beyond Monumental noted that CNO's support not only helps expand the event's reach but also strengthens programs promoting health and wellness for local students, contributing over $1.7 million to the Indiana community over the past decade.
- Future Outlook: With registration for the 2026 marathon now open, it is expected to sell out faster than ever, and the collaboration between CNO Financial Group and Beyond Monumental will continue to drive the event's success, celebrating the 20th running in 2027.
See More
Evercore ISI Upgrades CNO Financial Rating to In Line
- Long-Term Care Performance: Evercore ISI upgraded CNO Financial's rating from Underperform to In Line, primarily due to its long-term care business consistently outperforming industry averages in incurred claims, excluding 2022, indicating strong risk management capabilities.
- Adequacy of Reserves: Analyst Thomas Gallagher noted that CNO's survival ratio stands at 10.8x, slightly below the peer average, yet it has remained stable since 2022 and showed notable improvement in 2025, reflecting the company's resilience in long-term care products.
- Product Strategy Advantage: CNO Financial's focus on shorter-duration products has resulted in 65% of its long-term care policies having benefit periods of one year or less by year-end 2025, which helps mitigate risk and enhance profitability, thereby strengthening its competitive position in the market.
- Market Reaction: Despite the upgrade from Evercore ISI, CNO Financial's stock slipped 0.3% in Monday afternoon trading, indicating a cautious market response to the rating change, possibly reflecting investor concerns about the overall economic environment.
See More
Principal Financial Group Stock Analysis
- Valuation Advantage: Principal Financial's price-to-book ratio stands at 1.88X, significantly lower than the industry average of 2.52X, providing a more attractive entry point for value investors, which may enhance stock demand.
- Earnings Growth Outlook: The consensus estimate for 2026 earnings per share (EPS) indicates a year-over-year increase of 13.2%, with revenues projected at $16.35 billion, reflecting the company's stable growth potential and bolstering market confidence.
- Asset Management Expansion: As of Q1 2026, total assets under management reached $770 billion, marking a 7% year-over-year increase, showcasing the company's strong performance in asset management and further solidifying its market position.
- Dividend Increase: The board raised the second-quarter dividend by 8% to 82 cents per share in April 2026, with a dividend yield of 3.1%, surpassing the industry average of 2.6%, which is likely to attract more income-seeking investors.
See More
CNO Financial Group Annual Meeting Highlights
- Annual Meeting Held: CNO Financial Group convened its annual shareholder meeting on May 13, 2026, to report on company operations and discuss future strategies, thereby enhancing shareholder confidence in the company's growth trajectory.
- Insurance Business Scale: The company currently holds 3.3 million policies and $39 billion in total assets, indicating its strong influence in the middle-income market and robust financial foundation to better meet clients' health and retirement needs.
- Brand Diversity: CNO offers life and health insurance, annuities, and financial services through various brands, including Bankers Life, Colonial Penn, Optavise, and Washington National, ensuring a broad customer reach and enhancing market competitiveness.
- Team Strength: With 3,300 associates, 5,000 exclusive agents, and over 7,500 independent partner agents, CNO Financial Group has built a strong sales and service network capable of effectively guiding clients in financial decisions, thereby improving customer satisfaction and loyalty.
See More
CNO Financial Group Expected to Announce Dividend Increase
- Dividend Growth Expectation: CNO Financial Group is expected to announce a dividend increase this May, continuing its 13-year streak of regular growth, with analysts forecasting an annual dividend of approximately $0.71 per share, translating to a quarterly dividend of about $0.177, which represents a 4.1% increase from the current $0.170.
- Historical Dividend Performance: The last dividend paid by CNO Financial was $0.170 per share in March 2026, yielding 1.49%, and the company increased its dividend by 6.25% last April, from $0.1600 to $0.1700, demonstrating its commitment to consistent dividend growth.
- Dividend Growth Rate: Over the past five years, CNO Financial has achieved a dividend growth rate of approximately 2.60%, with a current payout ratio of 10.90%, indicating a balance between returning value to shareholders and reinvesting in business expansion.
- Dividend Quality Ratings: CNO Financial holds a B+ rating for safety, a C rating for growth, a C⁻ rating for yield, and a B rating for consistency in its dividend quality metrics, reflecting the company's stability and sustainability in dividend payments.
See More
CNO Financial Group Extends Marathon Sponsorship Through 2028
- Sponsorship Extension: CNO Financial Group has announced a multi-year extension of its title sponsorship of the Indianapolis Monumental Marathon through 2028, reflecting its commitment to the health of the central Indiana community and expected to enhance the event's participation and impact.
- Event Significance: Since becoming the title sponsor in 2016, CNO's support has helped the marathon grow into one of the top 15 marathons in the U.S., boosting economic and community cohesion in Indianapolis.
- Record Participation: The 2025 event marked a record with over 17,500 participants, highlighting the marathon's continued growth and expanding global reach, with 2026 registrations expected to sell out faster than ever.
- Community Contributions: Beyond Monumental, the nonprofit behind the marathon, has donated over $1.7 million to the Indianapolis community since its inception, supporting youth health programs and further solidifying CNO's connection with the community.
See More
CNO Financial Extends Marathon Sponsorship Through 2028
- Sponsorship Extension: CNO Financial Group has announced a multi-year extension of its title sponsorship of the Indianapolis Monumental Marathon through 2028, reflecting its commitment to the health and well-being of the Indiana community, which is expected to further enhance the event's participation and impact.
- Event Growth: Since becoming the title sponsor in 2016, CNO's support has helped the marathon rank among the top 15 in the U.S., with 2025 marking a record 17,500 participants, showcasing the event's continued growth and expanding global reach.
- Community Contribution: The CEO of Beyond Monumental noted that CNO's support not only helps expand the event's reach but also strengthens programs promoting health and wellness for local students, contributing over $1.7 million to the Indiana community over the past decade.
- Future Outlook: With registration for the 2026 marathon now open, it is expected to sell out faster than ever, and the collaboration between CNO Financial Group and Beyond Monumental will continue to drive the event's success, celebrating the 20th running in 2027.
See More
Evercore ISI Upgrades CNO Financial Rating to In Line
- Long-Term Care Performance: Evercore ISI upgraded CNO Financial's rating from Underperform to In Line, primarily due to its long-term care business consistently outperforming industry averages in incurred claims, excluding 2022, indicating strong risk management capabilities.
- Adequacy of Reserves: Analyst Thomas Gallagher noted that CNO's survival ratio stands at 10.8x, slightly below the peer average, yet it has remained stable since 2022 and showed notable improvement in 2025, reflecting the company's resilience in long-term care products.
- Product Strategy Advantage: CNO Financial's focus on shorter-duration products has resulted in 65% of its long-term care policies having benefit periods of one year or less by year-end 2025, which helps mitigate risk and enhance profitability, thereby strengthening its competitive position in the market.
- Market Reaction: Despite the upgrade from Evercore ISI, CNO Financial's stock slipped 0.3% in Monday afternoon trading, indicating a cautious market response to the rating change, possibly reflecting investor concerns about the overall economic environment.
See More
Principal Financial Group Stock Analysis
- Valuation Advantage: Principal Financial's price-to-book ratio stands at 1.88X, significantly lower than the industry average of 2.52X, providing a more attractive entry point for value investors, which may enhance stock demand.
- Earnings Growth Outlook: The consensus estimate for 2026 earnings per share (EPS) indicates a year-over-year increase of 13.2%, with revenues projected at $16.35 billion, reflecting the company's stable growth potential and bolstering market confidence.
- Asset Management Expansion: As of Q1 2026, total assets under management reached $770 billion, marking a 7% year-over-year increase, showcasing the company's strong performance in asset management and further solidifying its market position.
- Dividend Increase: The board raised the second-quarter dividend by 8% to 82 cents per share in April 2026, with a dividend yield of 3.1%, surpassing the industry average of 2.6%, which is likely to attract more income-seeking investors.
See More
CNO Financial Group Annual Meeting Highlights
- Annual Meeting Held: CNO Financial Group convened its annual shareholder meeting on May 13, 2026, to report on company operations and discuss future strategies, thereby enhancing shareholder confidence in the company's growth trajectory.
- Insurance Business Scale: The company currently holds 3.3 million policies and $39 billion in total assets, indicating its strong influence in the middle-income market and robust financial foundation to better meet clients' health and retirement needs.
- Brand Diversity: CNO offers life and health insurance, annuities, and financial services through various brands, including Bankers Life, Colonial Penn, Optavise, and Washington National, ensuring a broad customer reach and enhancing market competitiveness.
- Team Strength: With 3,300 associates, 5,000 exclusive agents, and over 7,500 independent partner agents, CNO Financial Group has built a strong sales and service network capable of effectively guiding clients in financial decisions, thereby improving customer satisfaction and loyalty.
See More
CNO Financial Group Expected to Announce Dividend Increase
- Dividend Growth Expectation: CNO Financial Group is expected to announce a dividend increase this May, continuing its 13-year streak of regular growth, with analysts forecasting an annual dividend of approximately $0.71 per share, translating to a quarterly dividend of about $0.177, which represents a 4.1% increase from the current $0.170.
- Historical Dividend Performance: The last dividend paid by CNO Financial was $0.170 per share in March 2026, yielding 1.49%, and the company increased its dividend by 6.25% last April, from $0.1600 to $0.1700, demonstrating its commitment to consistent dividend growth.
- Dividend Growth Rate: Over the past five years, CNO Financial has achieved a dividend growth rate of approximately 2.60%, with a current payout ratio of 10.90%, indicating a balance between returning value to shareholders and reinvesting in business expansion.
- Dividend Quality Ratings: CNO Financial holds a B+ rating for safety, a C rating for growth, a C⁻ rating for yield, and a B rating for consistency in its dividend quality metrics, reflecting the company's stability and sustainability in dividend payments.
See More
