CNAFinancial Services · Insurance - Property & CasualtyThe 1 Wall Street analysts covering CNA Financial Corp. hold a median 12-month price target of $49 — -3.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 15 Aug 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores CNA Financial Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (99): The share price has been relatively steady.
Quality (37): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CNA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits −3.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Feb 2025 | Keefe, Bruyette & Woods | Maintains | Market Perform | $54 → $53 |
| 10 Jan 2025 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 8 Nov 2024 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 10 Oct 2024 | B of A Securities | Maintains | Underperform | — |
| 1 Aug 2024 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 10 Apr 2024 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 12 Feb 2024 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 6 Feb 2024 | B of A Securities | Downgrade | Underperform | — |
| 11 July 2023 | Keefe, Bruyette & Woods | Downgrade | Market Perform | — |
| 3 May 2023 | B of A Securities | Upgrade | Neutral | — |
| 7 Jan 2021 | B of A Securities | Downgrade | Underperform | — |
| 3 Nov 2020 | B of A Securities | Upgrade | Neutral | — |
| 2 May 2017 | Deutsche Bank | Downgrade | Hold | — |
| 2 Dec 2016 | Macquarie | Downgrade | Neutral | — |
| 7 Oct 2016 | Keefe Bruyette & Woods | Initiates | Market Perform | — |
| 7 Oct 2016 | Keefe, Bruyette & Woods | Initiates | Market Perform | — |
| 22 Jan 2016 | Deutsche Bank | Maintains | Buy | — |
| 5 May 2015 | Deutsche Bank | Maintains | Buy | — |
| 6 Aug 2014 | Deutsche Bank | Maintains | Buy | — |
| 5 Aug 2014 | Deutsche Bank | Maintains | Buy | $47 → $48 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CNA appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 57% of US stocks
Cheaper than 72% of US stocks
Cheaper than 67% of US stocks
Cheaper than 45% of US stocks
Higher than 34% of US stocks
Higher than 45% of US stocks
Higher than 66% of US stocks
Higher than 66% of US stocks
Higher than 67% of US stocks
Higher than 55% of US stocks
Higher than 75% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own CNA Financial Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Berkshire Hathaway reported second-quarter operating earnings up 16.3% year over year, driven by gains across its BNSF, energy, manufacturing, service and retailing businesses.
Why it matters — CNA is part of Berkshire Hathaway's portfolio, so Berkshire's diversified quarterly growth may reflect positively on the broader business environment in which CNA operates.
CNA Financial beat Q2 earnings estimates, driven by improved investment income and premium growth, which offset weaker underwriting results in the quarter. The company surpassed expectations on investment performance and premium expansion despite softer underwriting outcomes.
Why it matters — For a CNA watcher, the quarterly beat shows that investment income and premium growth can offset pressure from weaker underwriting, an important signal on the mix of factors driving results.
CNA Financial returned to underwriting profitability in Q2 with a 96.5% combined ratio and a $92 million underwriting gain, although H1 underwriting income remained weak at $33 million. Commercial stayed profitable but had zero rate growth and a higher loss ratio, while Specialty recovered to a 96.5% combined ratio despite softer H1 margins and reserve risk.
Why it matters — CNA watchers would track whether the return to Q2 underwriting profitability can hold, given weak H1 results and concerns about rate growth, margins, and reserve risk.
Seeking Alpha published the prepared remarks transcript from CNA Financial Corporation's Q2 2026 earnings call. The item presents the prepared commentary delivered by the company during the call.
Why it matters — CNA watchers can read the company's own prepared remarks about its second-quarter 2026 results directly from the earnings call transcript.
Seeking Alpha reiterates a Hold rating on CNA Financial, citing solid execution but insufficient earnings growth to justify a Buy rating. The article notes CNA's disciplined underwriting, strong investment income, and reliable dividend as supporting operational strength.
Why it matters — CNA watchers would note that the Hold rating and unchanged outlook suggest the company continues to perform steadily but lacks the growth momentum needed for a more bullish assessment.
The 1 Wall Street analysts covering CNA Financial Corp. have a median 12-month price target of $49, with estimates ranging from $49 to $49. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 1 analysts covering CNA Financial Corp., 0 rate it a Buy, 0 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks CNA Financial Corp. 80 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, CNA Financial Corp. ranks 80 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (99 of 100).
No one can know that. What the data says: the median 12-month target from 1 analysts implies -3.9% from the last close, and Ticker Nerd's factor model ranks CNA Financial Corp. 80 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering CNA Financial Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CNA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $49 to $49 over the next 12 months.
CNA Financial Corp. returned +15.7% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
CNA Financial Corporation is one of the largest commercial property and casualty insurance companies in the United States. As an insurance asset, it primarily provides insurance solutions catering to businesses and professionals across a range of industries, including construction, healthcare, technology, and manufacturing.
The most recent item we track (Zacks Investment Research, 10 Aug 2026): "BRK.B Q2 Earnings & Revenues Rise Year Over Year on Diversified Growth". Berkshire Hathaway reported second-quarter operating earnings up 16.3% year over year, driven by gains across its BNSF, energy, manufacturing, service and retailing businesses.
CNA Financial Corporation is one of the largest commercial property and casualty insurance companies in the United States. As an insurance asset, it primarily provides insurance solutions catering to businesses and professionals across a range of industries, including construction, healthcare, technology, and manufacturing. CNA Financial offers a comprehensive suite of products including property, general and professional liability, and specialty coverages tailored to the nuanced needs of its clients. Headquartered in Chicago, Illinois, and with a legacy dating back to 1897, CNA plays a crucial role in the risk management and financial stability of its commercial clients. Furthermore, CNA's subsidiaries extend their reach globally, ensuring businesses are protected internationally. The company's significant market presence is underpinned by financial strength and expertise, making it a vital component in the global insurance sector.
CEO Mr. Douglas Merle Worman B.A. · 6,600 employees · United States · https://www.cna.com