Last 7 days
-2.3%
Last 30 days
0.4%
Last 90 days
-14.1%
Trailing 12 Months
-22.9%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
PGR | 80.9B | 52.1B | -6.11% | 6.42% | 112.13 | 1.63 | 6.08% | -60.84% |
AIG | 39.6B | 51.6B | 3.17% | -5.02% | 3.86 | 0.7 | -3.37% | -38.13% |
TRV | 39.1B | 37.8B | -4.33% | -0.47% | 13.97 | 1.03 | 6.99% | -29.09% |
ALL | 28.5B | 52.9B | -4.41% | -17.00% | -11.92 | 0.54 | 4.73% | -167.90% |
RE | 23.8B | 12.4B | -7.03% | 24.77% | 39.87 | 1.91 | 3.58% | -56.71% |
HIG | 23.3B | 22.9B | -3.10% | -4.87% | 11.93 | 1.05 | 1.76% | -25.56% |
Y | 11.4B | - | 0.57% | 29.95% | 32.11 | 0.97 | - | - |
AFG | 9.6B | 7.2B | -6.27% | -11.90% | 11.66 | 1.33 | 8.46% | -56.06% |
MID-CAP | ||||||||
RNR | 8.4B | 6.5B | -10.73% | 23.57% | -82.23 | 1.29 | 18.12% | 27.70% |
ESGR | 3.8B | 1.6B | 1.39% | 4.74% | -21.05 | 2.31 | - | -308.14% |
SMALL-CAP | ||||||||
HMN | 1.4B | 1.4B | 0.35% | -22.92% | -529.92 | 1 | 2.59% | -108.90% |
PLMR | 1.2B | 338.2M | -5.93% | -26.34% | 21.46 | 3.49 | 22.24% | 25.58% |
PRA | 990.7M | 1.1B | -31.51% | -45.33% | -2.5K | 0.9 | -7.68% | -102.27% |
JRVR | 748.6M | 847.3M | 2.21% | -24.16% | 24.65 | 0.88 | 7.01% | 151.37% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Revenue | 0.5% | 1,390 | 1,383 | 1,368 | 1,354 | 1,355 |
EBITDA | -66.7% | 35.00 | 105 | 100 | 175 | - |
EBITDA Margin | -67.0% | 0.03* | 0.08* | 0.11* | 0.13* | - |
Earnings Before Taxes | -80.7% | -21.50 | -11.90 | 66.00 | 70.00 | 144 |
EBT Margin | -117.9% | -0.01* | 0.05* | 0.08* | 0.11* | - |
Interest Expenses | 14.4% | 22.00 | 19.00 | 17.00 | 15.00 | 14.00 |
Net Income | -303.8% | -10.50 | -2.60 | 56.00 | 59.00 | 118 |
Net Income Margin | -104.6% | 0.00* | 0.04* | 0.06* | 0.09* | - |
Free Cahsflow | 20.3% | 172 | 143 | 168 | 159 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Assets | 1.5% | 13,654 | 13,447 | 13,314 | 13,759 | 14,427 |
Cash Equivalents | -36.0% | 27.00 | 43.00 | 36.00 | 50.00 | 49.00 |
Goodwill | 0% | 54.00 | 54.00 | 56.00 | 56.00 | 56.00 |
Liabilities | 1.3% | 12,515 | 12,359 | 12,238 | 12,498 | 12,891 |
. Short Term Borrowings | 0% | 249 | 249 | 249 | 249 | 249 |
Long Term Debt | 0% | 249 | 249 | 249 | 249 | 254 |
Shareholder's Equity | 4.7% | 1,139 | 1,088 | 1,077 | 1,260 | 1,537 |
Retained Earnings | 2.5% | 1,505 | 1,469 | 1,500 | 1,500 | 1,526 |
Additional Paid-In Capital | 0.1% | 503 | 503 | 500 | 498 | 497 |
Shares Outstanding | -1.0% | 41.00 | 42.00 | 42.00 | - | - |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Cashflow From Operations | -5.4% | 162 | 172 | 143 | 168 | 159 |
Share Based Compensation | -1.1% | 9.00 | 9.00 | 9.00 | 9.00 | 8.00 |
Cashflow From Investing | 57.0% | -92.20 | -214 | -246 | -255 | -280 |
Cashflow From Financing | -91.8% | -91.70 | -47.80 | 100 | 107 | 131 |
Dividend Payments | 0.6% | 53.00 | 53.00 | 52.00 | 52.00 | 52.00 |
Buy Backs | 9.2% | 26.00 | 24.00 | 28.00 | 18.00 | 6.00 |
51.5%
17.7%
0%
Y-axis is the maximum loss one would have experienced if Horace Mann Educators was unfortunately bought at previous high price.
5.4%
1.4%
-4.2%
-2.6%
FIve years rolling returns for Horace Mann Educators.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-05-26 | ProShare Advisors LLC | added | 5.86 | -474,290 | 8,719,030 | 0.03% |
2023-05-25 | Brandywine Global Investment Management, LLC | added | 99.65 | 2,936,740 | 6,660,240 | 0.03% |
2023-05-22 | PUTNAM INVESTMENTS LLC | added | 4.66 | -320,528 | 4,818,410 | 0.01% |
2023-05-22 | AMERIPRISE FINANCIAL INC | added | 10.11 | -200,989 | 14,635,000 | -% |
2023-05-18 | NEW YORK STATE COMMON RETIREMENT FUND | added | 13.27 | 375,000 | 25,755,000 | 0.04% |
2023-05-18 | JPMORGAN CHASE & CO | reduced | -45.91 | -2,635,720 | 2,477,280 | -% |
2023-05-17 | Thrivent Financial for Lutherans | reduced | -3.37 | -211,000 | 1,357,000 | -% |
2023-05-16 | Red Tortoise LLC | reduced | -30.77 | -1,292 | 2,109 | -% |
2023-05-16 | CAROLINAS WEALTH CONSULTING LLC | unchanged | - | -214 | 1,841 | -% |
2023-05-16 | Rockefeller Capital Management L.P. | sold off | -100 | -67,000 | - | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | earnest partners llc | 7.5% | 3,051,469 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 12.57% | 5,139,138 | SC 13G/A | |
Jan 31, 2023 | franklin mutual advisers llc | 6.5% | 2,651,633 | SC 13G/A | |
Jan 26, 2023 | blackrock inc. | 14.6% | 5,980,908 | SC 13G/A | |
Jan 20, 2023 | blackrock inc. | 14.6% | 5,980,908 | SC 13G/A | |
Feb 14, 2022 | silvercrest asset management group llc | 4.6% | 1,928,144 | SC 13G/A | |
Feb 11, 2022 | earnest partners llc | 7.2% | 2,976,829 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 11.87% | 4,924,315 | SC 13G/A | |
Feb 08, 2022 | dimensional fund advisors lp | 7.2% | 2,968,576 | SC 13G/A | |
Feb 02, 2022 | franklin mutual advisers llc | 7.4% | 3,070,523 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
May 26, 2023 | 3 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 4 | Insider Trading | |
May 26, 2023 | 3 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-05-24 | Reece Henry Wade | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | Fetter Victor | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | Hines Perry G. | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | Sarsynski Elaine A | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | KONEN MARK E | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | BRADLEY THOMAS A | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | Samuel Aaliyah A | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-24 | McClure Beverley J. | acquired | 115,013 | 31.45 | 3,657 | - |
2023-05-23 | McAnena Stephen J | acquired | - | - | 3,114 | evp & chief operating officer |
2023-05-18 | Weckenbrock Michael | sold | -52,512 | 32.82 | -1,600 | senior vice president |
CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (UNAUDITED) - USD ($) shares in Millions, $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2023 | Mar. 31, 2022 | |
Revenues | ||
Net premiums and contract charges earned | $ 255.9 | $ 255.8 |
Net investment income | 100.4 | 97.9 |
Net investment losses | (3.9) | (15.5) |
Other income | 1.5 | 8.5 |
Total revenues | 353.9 | 346.7 |
Benefits, losses and expenses | ||
Benefits, claims and settlement expenses | 183.2 | 175.2 |
Interest credited | 48.7 | 39.7 |
Operating expenses | 79.8 | 76.7 |
DAC amortization expense | 23.7 | 22.0 |
Intangible asset amortization expense | 3.7 | 4.2 |
Interest expense | 6.7 | 3.9 |
Total benefits, losses and expenses | 345.8 | 321.7 |
Income before income taxes | 8.1 | 25.0 |
Income tax expense | 1.5 | 4.7 |
Net income | $ 6.6 | $ 20.3 |
Net income per share | ||
Basic (in usd per share) | $ 0.16 | $ 0.48 |
Diluted (in usd per share) | $ 0.16 | $ 0.48 |
Weighted average number of shares and equivalent shares | ||
Basic (in shares) | 41.3 | 41.9 |
Diluted (in shares) | 41.4 | 42.1 |
Statements of Comprehensive Income (Loss) | ||
Net income | $ 6.6 | $ 20.3 |
Other comprehensive income (loss), net of tax: | ||
Change in net unrealized investment losses on fixed maturity securities | 93.2 | (334.1) |
Change in net reserve remeasurements attributable to discount rates | (41.2) | 181.5 |
Change in net funded status of benefit plans | 0.0 | 0.0 |
Other comprehensive income (loss) | 52.0 | (152.6) |
Comprehensive income (loss) | $ 58.6 | $ (132.3) |
CONSOLIDATED BALANCE SHEETS (UNAUDITED) - USD ($) $ in Millions | Mar. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Investments | ||
Fixed maturity securities, available for sale, at fair value (amortized cost, net 2023, $5,803.3; 2022, $5,756.9) | $ 5,350.0 | $ 5,185.0 |
Equity securities at fair value | 98.8 | 99.6 |
Limited partnership interests | 1,045.4 | 983.7 |
Short-term and other investments | 291.1 | 319.3 |
Total investments | 6,785.3 | 6,587.6 |
Cash | 27.4 | 42.8 |
Deferred policy acquisition costs | 331.6 | 330.6 |
Reinsurance balances receivable | 467.6 | 468.0 |
Deposit asset on reinsurance | 2,518.0 | 2,516.6 |
Intangible assets | 181.5 | 185.2 |
Goodwill | 54.3 | 54.3 |
Other assets | 333.5 | 328.7 |
Separate Account variable annuity assets | 2,954.7 | 2,792.3 |
Total assets | 13,653.9 | 13,306.1 |
Policy liabilities | ||
Future policy benefit reserves | 1,772.4 | 1,718.0 |
Policyholders' account balances | 5,234.6 | 5,260.6 |
Unpaid claims and claim expenses | 574.8 | 564.0 |
Unearned premiums | 263.3 | 266.1 |
Total policy liabilities | 7,845.1 | 7,808.7 |
Other policyholder funds | 887.1 | 809.3 |
Other liabilities | 329.8 | 299.5 |
Short-term debt | 249.0 | 249.0 |
Long-term debt | 249.0 | 249.0 |
Separate Account variable annuity liabilities | 2,954.7 | 2,792.3 |
Total liabilities | 12,514.7 | 12,207.8 |
Preferred stock, $0.001 par value, authorized 1,000,000 shares; none issued | 0.0 | 0.0 |
Common stock, $0.001 par value, authorized 75,000,000 shares; issued, 2023, 66,710,189; 2022, 66,618,465 | 0.1 | 0.1 |
Additional paid-in capital | 503.1 | 502.6 |
Retained earnings | 1,505.2 | 1,512.4 |
Accumulated other comprehensive income (loss), net of tax: | ||
Net unrealized investment losses on fixed maturity securities | (356.4) | (449.6) |
Net reserve remeasurements attributable to discount rates | 17.8 | 59.0 |
Net funded status of benefit plans | (8.8) | (8.8) |
Treasury stock, at cost, 2023, 25,842,693 shares; 2022, 25,714,153 shares | (521.8) | (517.4) |
Total shareholders’ equity | 1,139.2 | 1,098.3 |
Total liabilities and shareholders’ equity | $ 13,653.9 | $ 13,306.1 |