Key Highlights

  • CNA Financial's third-quarter 2026 Net Income was $196 million, against $403 million previously.
  • Loews' net income attributable to shareholders came to $306 million, down from $504 million.
  • Voya Financial's board endorsed raising its quarterly Dividend 21%, to $0.57 a share.
  • Equitable Holdings moved from a $1.3 billion net loss to $1.1 billion of net income.
  • Corebridge Financial reported $1.4 billion of net income, or $3.22 a share, compared with $144 million.

Which Insurance and Retirement Businesses Released Q3 2026 Figures?

On or about Nov 2, 2026, five firms in insurance and retirement released third-quarter figures, with profit trends diverging. CNA Financial (NYSE:CNA) earned $196 million on $3.82 billion of revenue, a flat reading after a long-term care reserve review. Loews (NYSE:L) recorded $306 million of net income and $4.76 billion of revenue, a 1.9% rise, and also absorbed a long-term care reserve adjustment.

Voya Financial (NYSE:VOYA) generated $193 million of net income to common holders and $2.03 billion of revenue, a decline of about 4.8% (calculated). Equitable Holdings (NYSE:EQH) produced $1.1 billion of net income on $3.88 billion of revenue, after a $1.3 billion loss the prior year. Corebridge Financial (NYSE:CRBG) reported $1.4 billion of net income to common holders, while its release included no total Revenue number.

Three of the five posted higher net income than the earlier quarter, while CNA and Loews retreated. Net income is an imperfect yardstick here: Corebridge attributed its swing largely to realized gains, and Equitable's result reflects an actuarial assumption review.

CNA Financial: Measuring the Drag From a Long-Term Care Reserve Review

CNA's per-share diluted result was $0.72 and its net income $196 million; measured against $403 million a year before, the decline is roughly 51% (calculated). Core income slid to $203 million against $409 million; the yearly reserve review lifted long-term care reserves by $173 million pre-tax, and the Life & Group unit ended with a core Deficit of $171 million.

Net earned premiums in commercial lines grew to $2.83 billion, but that segment's combined ratio deteriorated by 7.0 points, reaching 99.7%. Catastrophe claims came to $78 million, up from $41 million, and the International arm's combined ratio got better, at 86.1%.

A $0.48 quarterly dividend was approved by directors, to be paid Dec 3, 2026. Everything here comes from a 10-Q, since no press release or conference call accompanied the report.

Loews: Hotel and Pipeline Earnings Set Against a $125 Million Reserve Hit

Loews' attributable income came to $306 million ($1.50 a share), compared with $504 million ($2.43). Insurance operations supplied $180 million, down from $371 million, as an after-tax $125 million long-term care reserve update, softer core underwriting, and larger catastrophe claims weighed on the segment.

The parent operates insurance units, pipelines moving Natural Gas and liquids, and hotels. Hotel earnings reached $16 million, following a $3 million loss, thanks to richer average room rates and additional occupied nights. Pipeline profits were $85 million, slipping from $94 million.

At the parent level, cash and investments stood at $4.4 billion, versus $3.9 billion at year-end 2025. Over the first nine months, Buybacks of treasury shares cost $334 million.

Voya Financial: Earnings Gains and Excess Capital Support a 21% Dividend Hike

Net income for common holders at Voya climbed to $193 million ($2.09 diluted), from $176 million. Adjusted operating earnings after tax totaled $240 million, or $2.60 a share. Lower losses tied to exited operations, plus better adjusted results, explain the rise, even though roughly $25 million of pre-tax severance expense held it back.

Retirement, employee benefits and Investment management are the three core lines. Retirement-client Assets totaled $878 billion, a 12% gain, and the quarter brought in close to $225 million of surplus capital.

Directors signed off on a $0.57 quarterly payout starting in the fourth quarter and increased the buyback authorization by $500 million. Revenue numbers here come from the press release, since a separate table in the materials offered a different comparison.

Equitable Holdings: Non-GAAP Earnings and Asset Inflows Behind a Return to Profit

Equitable swung from a $1.3 billion net loss ($4.47 per share) to $1.1 billion of net income ($4.05 a share). Non-GAAP operating earnings reached $595 million ($2.13 a share), and excluding notable items the figure was $554 million ($1.98), a 19% gain.

Equitable's structure brings together a protection and retirement insurer, an asset manager in which it holds a majority, and roughly 4,500 financial professionals in its network. The asset manager took in $6.6 billion on net, reversing $2.3 billion of net outflows, while AUM and AUA totaled $1.156 trillion.

Shareholder returns totaled $320 million during the period, equal to a 59% payout ratio. No revenue growth figure was supplied for $3.881 billion compared with $1.450 billion, so this report does not compute one.

Corebridge Financial: Realized Gains and a Smaller Share Count Behind a Jump From $144 Million

Net income for common holders at Corebridge reached $1.44 billion ($3.22 a share), up from $144 million ($0.27). Management pinned most of the turnaround on advantageous realized gains, which included movements in embedded Derivatives and Market Risk benefits.

Per-share operating earnings climbed from $0.96 to $1.22, benefiting from a diluted count that dropped from 541 million to 447 million. Adjusted pre-tax Operating Income increased 4%, reaching $677 million, whereas premiums plus deposits sank 29%, landing at $8.8 billion.

Capital returns reached $295 million, with $185 million coming through repurchases, and Liquidity at the Holding Company stood at $2.2 billion. A combination with a second large insurer continues to clear regulators.

Combined Earnings Picture for the Five Insurers: Totals, Shares and Gaps

Adding up the five produces roughly $3.26 billion of net income (calculated); the pair of Equitable and Corebridge makes up close to 79% of that (calculated). Taken jointly, CNA and Loews posted $502 million, a roughly 45% drop (calculated) from $907 million.

Per-share operating figures appear for three firms, running from Corebridge's $1.22 up to Voya's $2.60, a $1.38 gap (calculated). The measures differ: Voya and Corebridge publish adjusted operating numbers, Equitable relies on non-GAAP operating earnings, while CNA and Loews stick to GAAP income.

Four firms supplied revenue, which sums to about $14.5 billion (calculated); Corebridge is the one left out.

What to Watch Next: Payout Timing, Merger Clearances and Filing Deadlines

CNA pays $0.48 on Dec 3, 2026 to investors recorded as of Nov 16, 2026. Corebridge's $0.25 payment lands Dec 31, 2026, with its Record Date on Dec 17, 2026, and an Earnings Call was set for Nov 3, 2026.

Voya plans to submit its Quarterly Report no later than Nov 9, 2026, and the initial payout at the elevated $0.57 level arrives in the final quarter of the year. For Equitable, the combination with a major insurer is still expected to finish by the end of 2026, pending regulatory sign-offs.

Loews' next filing will be its fourth-quarter and full-year report, though the materials Supply no date.