Assurant (NYSE:AIZ) Announces Quarterly Earnings Results

Assurant (NYSE:AIZ) announced its quarterly earnings data on Tuesday. The financial services provider reported $6.41 earnings per share for the quarter, beating the consensus estimate of $5.17 by $1.24, Zacks reports. Assurant had a return on equity of 20.63% and a net margin of 7.90%.The business had revenue of $3.45 billion during the quarter, compared to analyst estimates of $3.43 billion. During the same period in the prior year, the company earned $5.56 earnings per share. Assurant’s revenue was up 9.4% compared to the same quarter last year.

Assurant Trading Down 2.8%

Shares of AIZ traded down $8.44 during mid-day trading on Thursday, reaching $293.13. The company’s stock had a trading volume of 93,003 shares, compared to its average volume of 401,708. Assurant has a 52 week low of $200.62 and a 52 week high of $303.94. The stock has a market cap of $14.52 billion, a PE ratio of 14.01 and a beta of 0.55. The company’s fifty day moving average price is $268.89 and its two-hundred day moving average price is $243.75. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 0.38.

Assurant Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 29th. Shareholders of record on Monday, June 8th were paid a dividend of $0.88 per share. The ex-dividend date of this dividend was Monday, June 8th. This represents a $3.52 annualized dividend and a dividend yield of 1.2%. Assurant’s dividend payout ratio (DPR) is 18.01%.

Trending Headlines about Assurant

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Significant Q2 earnings beat: Assurant reported adjusted earnings of $6.41 per share, well above the roughly $5.16–$5.17 consensus estimate and up from $5.56 a year earlier. Revenue increased 9.4% year over year to $3.45 billion, also exceeding expectations. Assurant Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Broad-based operating strength: Global Lifestyle and Global Housing delivered strong growth, helping drive the revenue beat and supporting management’s improved 2026 earnings outlook. The company characterized the quarter as a record result. AIZ Q2 Earnings Beat Estimates on Lifestyle and Housing Strength
• Positive Sentiment: Growth and capital-return outlook: Assurant signaled mid-single-digit growth in 2026 adjusted EBITDA and earnings per share, while indicating that share repurchases should be toward the upper end of its $300 million–$350 million target range. Buybacks can provide additional support for per-share results. Assurant Signals 2026 Growth and Buybacks
• Neutral Sentiment: Analysts continue to publish forward earnings forecasts, with the current consensus calling for approximately $21.04 in full-year EPS. These estimates may help frame valuation, but they are less influential than the latest results and guidance. Equities Analysts Offer Predictions for Assurant Q1 Earnings
• Negative Sentiment: Zacks Research made modest reductions to its Q1 2027 and FY2027 EPS estimates, although it slightly increased its Q2 2028 forecast. The small revisions appear outweighed by the current-quarter beat and higher 2026 outlook. Assurant Analyst Estimates

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. UBS Group upped their price target on Assurant from $270.00 to $274.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Royal Bank Of Canada set a $310.00 price objective on Assurant in a research note on Wednesday, June 17th. Piper Sandler reaffirmed an “overweight” rating on shares of Assurant in a report on Thursday. Truist Financial set a $355.00 target price on shares of Assurant in a research report on Thursday. Finally, Weiss Ratings downgraded shares of Assurant from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Tuesday, June 23rd. Nine investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $297.86.

Insider Buying and Selling at Assurant

In other Assurant news, EVP Jay Rosenblum sold 2,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $251.77, for a total transaction of $503,540.00. Following the completion of the sale, the executive vice president directly owned 12,764 shares in the company, valued at $3,213,592.28. This represents a 13.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Dimitry Dirienzo sold 2,000 shares of Assurant stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $255.68, for a total value of $511,360.00. Following the completion of the transaction, the chief accounting officer owned 2,741 shares in the company, valued at approximately $700,818.88. This represents a 42.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 36,000 shares of company stock valued at $9,211,620. Company insiders own 0.54% of the company’s stock.

Institutional Trading of Assurant

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Compound Planning Inc. lifted its position in Assurant by 14.2% during the fourth quarter. Compound Planning Inc. now owns 1,621 shares of the financial services provider’s stock valued at $390,000 after buying an additional 201 shares during the period. Corient Private Wealth LLC lifted its position in Assurant by 84.6% in the 4th quarter. Corient Private Wealth LLC now owns 49,571 shares of the financial services provider’s stock valued at $11,939,000 after acquiring an additional 22,711 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Assurant by 4.2% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 21,799 shares of the financial services provider’s stock valued at $5,250,000 after purchasing an additional 872 shares in the last quarter. Vident Advisory LLC increased its holdings in Assurant by 7.0% in the 4th quarter. Vident Advisory LLC now owns 1,355 shares of the financial services provider’s stock worth $326,000 after buying an additional 89 shares in the last quarter. Finally, State of Tennessee Department of Treasury boosted its holdings in shares of Assurant by 69.8% during the 4th quarter. State of Tennessee Department of Treasury now owns 18,924 shares of the financial services provider’s stock valued at $4,506,000 after acquiring an additional 7,781 shares during the last quarter. 92.65% of the stock is currently owned by hedge funds and other institutional investors.

About Assurant

Assurant, Inc is a global provider of risk management products and services, specializing in the housing and lifestyle markets. The company offers insurance and related products designed to help consumers protect their homes, personal belongings, and electronic devices. Its core offerings include renters insurance, manufactured housing finance, flood insurance, mobile device protection plans, and extended service contracts for appliances and electronics.

Within its Global Housing segment, Assurant partners with mortgage lenders, financial institutions and government agencies to deliver specialty insurance and risk mitigation services.