Mar 31, 2023

CNA Q1 2023 Earnings Report

CNA Financial reported a strong start to 2023, with core income up 9% and significant growth in net investment income and P&C underwriting gain.

Key Takeaways

CNA Financial Corporation announced first quarter 2023 net income of $297 million, or $1.09 per share, compared to $295 million, or $1.08 per share, in the prior year quarter. Core income increased by 9% to $325 million, or $1.19 per share, versus $298 million, or $1.09 per share, in the prior year quarter. The Property & Casualty segments' core income was $346 million, driven by higher investment income and record high pretax underlying underwriting income of $197 million.

Net income was $297 million, or $1.09 per share, compared to $295 million, or $1.08 per share in the prior year quarter.

Core income increased by 9% to $325 million, or $1.19 per share.

Net investment income increased by $77 million to $525 million.

P&C segments' core income was $346 million, driven by higher investment income and record high pretax underlying underwriting income of $197 million.

Total Revenue
$3.15B
Previous year: $2.89B
+9.3%
EPS
$1.19
Previous year: $1.16
+2.6%
Commercial Combined Ratio
96%
Previous year: 94.5%
+1.6%
Specialty Combined Ratio
90%
Previous year: 88.7%
+1.5%
International Combined Ratio
97.2%
Previous year: 92.4%
+5.2%
Gross Profit
$3.15B
Previous year: $18M
+17411.1%
Cash and Equivalents
$483M
Previous year: $361M
+33.8%
Free Cash Flow
$416M
Previous year: $633M
-34.3%
Total Assets
$62.1B
Previous year: $63.8B
-2.7%

CNA

CNA

CNA Revenue by Segment

Forward Guidance

CNA Financial is optimistic about leveraging the continued favorable market conditions throughout the remainder of 2023, given the strong start to the year, improved pricing in Commercial lines, and the tailwind from higher fixed income yields.

Positive Outlook

  • Strong production results across the business
  • Core income up 9% to $325 million
  • Net investment income increased $77 million over the first quarter of 2022
  • P&C underlying underwriting gain was up 19% to a record $197 million
  • Overall P&C rate increase rebounded to 5%, up a point compared to the fourth quarter

Challenges Ahead

  • Significantly elevated industry cat quarter
  • Pretax catastrophe losses were $52 million or 2.4 points in the quarter
  • Unfavorable prior period development
  • Long term care policy buyouts
  • Effect of lower interest rates on the fair value of fixed income securities

Revenue & Expenses

Visualization of income flow from segment revenue to net income