-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
GL posted Q1 2026 operating EPS of $3.43 vs. $3.07 prior year, beating our conservative $3.35 estimate but missing the $3.48 consensus view. Revenue rose 5.4%, in line with our 3% to 8% forecast, driven by 6% premium growth reflecting 3% life and 13% health premium increases. Strong sales momentum included 6% life sales growth and a 58% surge in health sales, with United American Division's health net sales exploding 122% Y/Y to $61.5M. Management raised 2026 operating EPS guidance to $15.40-$15.90 from $14.95-$15.65, suggesting confidence despite investment income pressures. We expect similar premium growth trajectories in 2026, projecting 2% to 6% life premium growth and 5% to 9% health premium increases. Agent count trends present mixed signals, with Liberty National and Family Heritage expanding 9% and 10% respectively, while American Income declined 4%. We are eager to hear management's perspective on middle-market consumer demand trends.