Horace Mann publishes transcript of Q2 2026 earnings call

Horace Mann’s Q2 2026 earnings call drew the CEO, CFO, investor relations, and analysts from Raymond James and BMO.

• Core EPS rose to USD 1.17; full-year core EPS guidance lifted to USD 4.6-4.9 on stronger first-half results.
• Updated assumptions: catastrophe losses about USD 75 million; net investment income USD 465-475 million; blended benefit ratio about 42%.
• CFO flagged weaker 2026 alternative-strategy returns as the main NII headwind; new money yield in core fixed income was 5.85%.
• PFML can be repriced annually; management expects elevated first-year utilization, with July claims tracking in line with expectations.