PRI

Five insurance companies—RenaissanceRe, MetLife, Primerica, Ryan Specialty Holdings, and Unum Group—are expected to exceed third-quarter 2026 earnings estimates. The insurance sector is benefiting from prudent pricing, strong policy retention, a benign catastrophe environment, higher interest rates boosting investment income, and digital acceleration. However, pricing pressures and competitive challenges persist across the industry.

Primerica (PRI), a life insurance and financial products company, has demonstrated a strong track record of beating earnings estimates with an average surprise of 8.45% over the last two quarters. The company has a positive Earnings ESP of +0.35% combined with a Zacks Rank #2 (Buy) rating, suggesting another earnings beat is likely in its next report expected on November 4, 2026. Stocks with positive Earnings ESP and Zacks Rank #3 or better historically beat consensus estimates nearly 70% of the time.

CNO Financial is set to report Q3 2026 earnings on October 29 with projected EPS of $1.09 (up 13.5%) but revenues expected to fall 16.7% to $993M. While the company has beaten earnings estimates for four consecutive quarters, its 0.00% Earnings ESP suggests an uncertain outlook for the upcoming quarter. Growth in health, Medicare Supplement, annuity, and Worksite sales may be offset by weaker Consumer life sales and higher technology modernization expenses.