| GL |
Report |
Q2 2026 operating EPS |
BEAT |
pred ~$3.72 vs. cons $3.67 |
MEDIUM |
| GL |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$1.60B vs. cons $1.59B |
MEDIUM |
| GL |
Report |
Q2 2026 United American health underwriting margin |
BEAT |
pred ~$23M vs. cons $21M |
MEDIUM |
| GL |
Guide |
Operating EPS guidance |
BETTER |
guide ~$15.75 midpoint vs. cons $15.69 (FY2026) |
MEDIUM |
| GL |
Guide |
Life-assumption update pretax benefit |
UNCHANGED |
guide ~$90M midpoint vs. cons $90M (Q3 2026) |
MEDIUM |
| GL |
Guide |
Health premium growth |
UNCHANGED |
guide ~15.5% midpoint vs. cons 15.5% (FY2026) |
MEDIUM |
| GL |
Guide |
American Income average producing agent growth |
LOWER |
guide ~1% vs. cons 2% (FY2026) |
LOW |
| GL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
MEDIUM |
| GL |
Return |
5-day cumulative residual |
+0.7% (FADE) |
A modest EPS beat and Medicare Supplement margin recovery support the initial move, but an unchanged Q3 assumption benefit and weaker American Income agent growth limit out-period estimate revisions; elevated valuation and less accretive repurchases at the higher share price drive a partial fade. |
MEDIUM |