Equities Analysts Set Expectations for Assurant Q1 Earnings

Assurant, Inc. (NYSE:AIZ) – Analysts at Zacks Research dropped their Q1 2027 earnings per share (EPS) estimates for Assurant in a report issued on Monday, August 3rd. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $4.97 per share for the quarter, down from their previous forecast of $5.01. The consensus estimate for Assurant’s current full-year earnings is $21.04 per share. Zacks Research also issued estimates for Assurant’s FY2027 earnings at $22.46 EPS and Q2 2028 earnings at $5.66 EPS.

Assurant (NYSE:AIZ) last announced its quarterly earnings data on Tuesday, August 4th. The financial services provider reported $6.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.17 by $1.24. Assurant had a return on equity of 20.32% and a net margin of 7.60%.The firm had revenue of $3.45 billion for the quarter, compared to analysts’ expectations of $3.43 billion. During the same quarter in the prior year, the firm posted $5.56 earnings per share. Assurant’s revenue for the quarter was up 9.4% compared to the same quarter last year.

Several other equities analysts have also recently issued reports on the company. Wall Street Zen cut Assurant from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. UBS Group raised their price target on shares of Assurant from $270.00 to $274.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Weiss Ratings lowered shares of Assurant from a “buy (a-)” rating to a “buy (b+)” rating in a report on Tuesday, June 23rd. Morgan Stanley boosted their price objective on shares of Assurant from $285.00 to $300.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Finally, Piper Sandler reissued an “overweight” rating on shares of Assurant in a report on Monday, June 22nd. Nine research 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, Assurant has an average rating of “Moderate Buy” and a consensus price target of $291.43.

Assurant Price Performance

Shares of NYSE AIZ opened at $281.64 on Wednesday. Assurant has a twelve month low of $188.00 and a twelve month high of $284.64. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 0.38. The company has a market capitalization of $13.96 billion, a price-to-earnings ratio of 14.41 and a beta of 0.55. The business has a 50 day simple moving average of $267.94 and a 200-day simple moving average of $243.31.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of AIZ. Norges Bank bought a new position in Assurant in the 4th quarter worth about $161,574,000. Adage Capital Partners GP L.L.C. raised its holdings in shares of Assurant by 676.5% during the fourth quarter. Adage Capital Partners GP L.L.C. now owns 240,240 shares of the financial services provider’s stock valued at $57,862,000 after buying an additional 209,300 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Assurant by 22.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,125,406 shares of the financial services provider’s stock valued at $245,121,000 after buying an additional 205,767 shares during the last quarter. Millennium Management LLC boosted its position in shares of Assurant by 122.9% during the fourth quarter. Millennium Management LLC now owns 322,235 shares of the financial services provider’s stock worth $77,610,000 after buying an additional 177,642 shares during the period. Finally, Gillson Capital LP boosted its position in shares of Assurant by 62.6% during the fourth quarter. Gillson Capital LP now owns 390,205 shares of the financial services provider’s stock worth $93,981,000 after buying an additional 150,168 shares during the period. 92.65% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Assurant news, CAO Dimitry Dirienzo sold 2,000 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $255.68, for a total value of $511,360.00. Following the sale, the chief accounting officer directly owned 2,741 shares in the company, valued at approximately $700,818.88. This trade represents a 42.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Robert Lonergan sold 7,000 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $262.71, for a total transaction of $1,838,970.00. Following the transaction, the executive vice president directly owned 27,374 shares of the company’s stock, valued at approximately $7,191,423.54. This trade represents a 20.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 36,000 shares of company stock valued at $9,211,620. 0.54% of the stock is owned by corporate insiders.

Assurant Announces Dividend

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

Trending Headlines about Assurant

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Quarterly earnings beat expectations. Assurant reported second-quarter earnings of $6.41 per share, well above the $5.16–$5.17 analyst consensus and up from $5.56 a year earlier. Revenue increased 9.4% year over year. Assurant Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management increased its full-year outlook. The upgraded guidance, combined with record second-quarter results, signals confidence in operating momentum and supports the bullish case for AIZ. Assurant Increases Full Year Outlook, Delivers Record Second Quarter Results
• Positive Sentiment: Analysts at Zacks Research modestly raised their Assurant EPS forecasts, including the FY2028 estimate to $24.44 from $24.33 and the first-quarter 2028 estimate to $5.87 from $5.84. Assurant Analyst Estimates
• Neutral Sentiment: Additional coverage confirmed the earnings beat and highlighted comparisons between Assurant’s key operating metrics, Wall Street estimates and year-ago results. Assurant Q2 Key Metrics
• Negative Sentiment: Near-term trading pressure remains. AIZ recently reached close to its 52-week high, so the subsequent decrease may reflect profit-taking or a “sell-the-news” reaction even though the earnings release was strong. The stock had also risen in the prior session while still trailing the broader market. Assurant Stock Performance

Assurant Company Profile

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.