(HMN) Horace Mann Educators - Overview
Sector: Financial Services | Industry: Insurance - Property & Casualty | Exchange: NYSE (USA) | Market Cap: 1.891m USD | Total Return: 10.2% in 12m
Avg Turnover: 9.59M
EPS Trend: 93.9%
Qual. Beats: 0
Rev. Trend: 98.3%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Horace Mann Educators Corporation (HMN) is a multi-line insurance holding company specialized in providing financial products and services to the U.S. educator market. The company operates through three primary segments: Property & Casualty, Life & Retirement, and Supplemental & Group Benefits. Its portfolio includes personal auto and homeowners insurance, retirement annuities, 403(b) plans, and life insurance products tailored to the specific planning needs of teachers and school employees.
The company utilizes a multi-channel distribution strategy involving dedicated agents, brokers, and digital platforms to reach its niche customer base. Focusing on the education sector provides a distinct business model advantage, as educators typically exhibit lower turnover and higher loyalty compared to general market consumers. As a multi-line insurer, HMN manages a diverse risk profile by balancing shorter-tail property claims with long-term life and retirement liabilities. Investors can evaluate the companys valuation and growth metrics further on ValueRay. Founded in 1945 and headquartered in Springfield, Illinois, the firm remains a prominent provider of employer-sponsored and individual financial wellness solutions for the public sector.
- Auto insurance loss ratios and catastrophe claims volatility impact core underwriting margins
- Teacher salary trends and public education funding levels drive retirement product demand
- Interest rate fluctuations affect investment income and variable annuity fee revenue
- Supplemental and group benefit enrollment expansion fuels higher margin revenue growth
- Regulatory shifts in 403b plan compliance influence life and retirement segment sales
| Net Income: 165.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA -0.44 > 1.0 |
| NWC/Revenue: -306.1% < 20% (prev 57.22%; Δ -363.3% < -1%) |
| CFO/TA 0.03 > 3% & CFO 473.7m > Net Income 165.1m |
| Net Debt (96.3m) to EBITDA (267.7m): 0.36 < 3 |
| Current Ratio: 0.15 > 1.5 & < 3 |
| Outstanding Shares: last quarter (41.2m) vs 12m ago -0.96% < -2% |
| Gross Margin: 41.85% > 18% (prev 0.31%; Δ 4.15k% > 0.5%) |
| Asset Turnover: 11.29% > 50% (prev 10.90%; Δ 0.38% > 0%) |
| Interest Coverage Ratio: 6.51 > 6 (EBITDA TTM 267.7m / Interest Expense TTM 37.0m) |
| A: -0.34 (Total Current Assets 920.8m - Total Current Liabilities 5.99b) / Total Assets 15.0b |
| B: 0.11 (Retained Earnings 1.68b / Total Assets 15.0b) |
| C: 0.02 (EBIT TTM 240.9m / Avg Total Assets 14.7b) |
| D: 0.12 (Book Value of Equity 1.50b / Total Liabilities 13.1b) |
| Altman-Z'' = -1.63 = D |
| DSRI: 0.97 (Receivables 421.5m/413.0m, Revenue 1.66b/1.57b) |
| GMI: 0.74 (GM 41.85% / 31.11%) |
| AQI: 1.00 (AQ_t 0.93 / AQ_t-1 0.93) |
| SGI: 1.06 (Revenue 1.66b / 1.57b) |
| TATA: -0.02 (NI 165.1m - CFO 473.7m) / TA 15.0b) |
| Beneish M = -3.27 (Cap -4..+1) = AA |
As of May 26, 2026, the stock is trading at USD 46.84 with a total of 285,700 shares traded.
Over the past week, the price has changed by +4.11%,
over one month by +2.27%,
over three months by +9.13% and
over the past year by +10.17%.
Horace Mann Educators has received a consensus analysts rating of 3.67. Therefore, it is recommended to hold HMN.
- StrongBuy: 1
- Buy: 0
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 52 | 11% |
P/E Trailing = 11.7688
P/E Forward = 9.2507
P/S = 1.1033
P/B = 1.2867
P/EG = 1.1563
Revenue TTM = 1.66b USD
EBIT TTM = 240.9m USD
EBITDA TTM = 267.7m USD
Long Term Debt = 593.8m USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 593.8m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 96.3m USD (calculated: Debt 593.8m - CCE 497.5m)
Enterprise Value = 1.99b USD (1.89b + Debt 593.8m - CCE 497.5m)
Interest Coverage Ratio = 6.51 (Ebit TTM 240.9m / Interest Expense TTM 37.0m)
EV/FCF = 4.20x (Enterprise Value 1.99b / FCF TTM 473.7m)
FCF Yield = 23.83% (FCF TTM 473.7m / Enterprise Value 1.99b)
FCF Margin = 28.58% (FCF TTM 473.7m / Revenue TTM 1.66b)
Net Margin = 9.96% (Net Income TTM 165.1m / Revenue TTM 1.66b)
Gross Margin = 41.85% ((Revenue TTM 1.66b - Cost of Revenue TTM 963.7m) / Revenue TTM)
Gross Margin QoQ = 58.91% (prev 37.26%)
Tobins Q-Ratio = 0.13 (Enterprise Value 1.99b / Total Assets 15.0b)
Interest Expense / Debt = 6.23% (Interest Expense 37.0m / Debt 593.8m)
Taxrate = 17.93% (9.00m / 50.2m)
NOPAT = 197.7m (EBIT 240.9m * (1 - 17.93%))
Current Ratio = 0.15 (Total Current Assets 920.8m / Total Current Liabilities 5.99b)
Debt / Equity = 0.40 (Debt 593.8m / totalStockholderEquity, last quarter 1.47b)
Debt / EBITDA = 0.36 (Net Debt 96.3m / EBITDA 267.7m)
Debt / FCF = 0.20 (Net Debt 96.3m / FCF TTM 473.7m)
Total Stockholder Equity = 1.44b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.12% (Net Income 165.1m / Total Assets 15.0b)
RoE = 11.48% (Net Income TTM 165.1m / Total Stockholder Equity 1.44b)
RoCE = 11.85% (EBIT 240.9m / Capital Employed (Equity 1.44b + L.T.Debt 593.8m))
RoIC = 2.33% (NOPAT 197.7m / Invested Capital 8.48b)
WACC = 6.40% (E(1.89b)/V(2.49b) * Re(6.80%) + D(593.8m)/V(2.49b) * Rd(6.23%) * (1-Tc(0.18)))
Discount Rate = 6.80% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 9.76 | Cagr: 0.0%
[DCF] Terminal Value 74.18% ; FCFF base≈491.6m ; Y1≈457.9m ; Y5≈417.3m
[DCF] Fair Price = 161.1 (EV 6.60b - Net Debt 96.3m = Equity 6.50b / Shares 40.4m; r=8.35% [WACC [floored]]; 5y FCF grow -8.62% → 2.50% )
EPS Correlation: 93.93 | EPS CAGR: 114.2% | SUE: 0.19 | # QB: 0
Revenue Correlation: 98.33 | Revenue CAGR: 7.06% | SUE: -0.60 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.74 | Chg30d=-4.52% | Revisions=N/A | Analysts=2
EPS next Quarter (2026-09-30): EPS=1.07 | Chg30d=+0.00% | Revisions=N/A | Analysts=2
EPS current Year (2026-12-31): EPS=4.54 | Chg30d=+2.41% | Revisions=N/A | GrowthEPS=-3.7% | GrowthRev=+4.0%
EPS next Year (2027-12-31): EPS=5.07 | Chg30d=+0.86% | Revisions=-20% | GrowthEPS=+11.8% | GrowthRev=+5.0%
[Analyst] Revisions Ratio: -20%