Zacks Research Analysts Lift Earnings Estimates for Assurant

Assurant, Inc. (NYSE:AIZ) – Research analysts at Zacks Research increased their Q3 2026 earnings per share estimates for Assurant in a report issued on Monday, September 7th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings per share of $4.48 for the quarter, up from their previous forecast of $4.36. The consensus estimate for Assurant’s current full-year earnings is $22.07 per share. Zacks Research also issued estimates for Assurant’s Q3 2027 earnings at $5.82 EPS and Q1 2028 earnings at $5.98 EPS.

Other research analysts have also issued research reports about the stock. Piper Sandler upped their price objective on shares of Assurant from $290.00 to $329.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Wall Street Zen cut shares of Assurant from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Keefe, Bruyette & Woods increased their target price on shares of Assurant from $310.00 to $325.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Truist Financial upped their target price on Assurant from $310.00 to $355.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Finally, Morgan Stanley lifted their price objective on Assurant from $300.00 to $320.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $327.14.

Assurant Price Performance

Shares of NYSE:AIZ opened at $280.47 on Thursday. The company has a market cap of $13.83 billion, a P/E ratio of 13.39 and a beta of 0.54. Assurant has a 12-month low of $205.01 and a 12-month high of $303.94. The company has a quick ratio of 0.38, a current ratio of 0.38 and a debt-to-equity ratio of 0.36. The company’s fifty day moving average is $281.68 and its two-hundred day moving average is $252.91.

Assurant (NYSE:AIZ) last announced its earnings results on Tuesday, August 4th. The financial services provider reported $6.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.17 by $1.24. The company had revenue of $3.45 billion for the quarter, compared to analyst estimates of $3.43 billion. Assurant had a return on equity of 20.40% and a net margin of 7.90%.Assurant’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $5.56 earnings per share.

Institutional Trading of Assurant

Several institutional investors have recently made changes to their positions in the business. Sequoia Financial Advisors LLC raised its position in Assurant by 26.3% in the second quarter. Sequoia Financial Advisors LLC now owns 3,535 shares of the financial services provider’s stock worth $949,000 after purchasing an additional 735 shares in the last quarter. Tidal Investments LLC grew its holdings in shares of Assurant by 9.5% in the 2nd quarter. Tidal Investments LLC now owns 4,091 shares of the financial services provider’s stock worth $1,099,000 after purchasing an additional 355 shares during the last quarter. Integrated Wealth Concepts LLC bought a new position in Assurant during the 2nd quarter valued at about $173,000. Squarepoint Ops LLC boosted its position in Assurant by 956.7% in the second quarter. Squarepoint Ops LLC now owns 14,065 shares of the financial services provider’s stock valued at $3,777,000 after buying an additional 12,734 shares in the last quarter. Finally, Beacon Investment Advisory Services Inc. raised its stake in shares of Assurant by 12.1% in the second quarter. Beacon Investment Advisory Services Inc. now owns 2,605 shares of the financial services provider’s stock valued at $700,000 after acquiring an additional 282 shares during the last quarter. 92.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Biju Nair sold 3,931 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $302.46, for a total value of $1,188,970.26. Following the completion of the transaction, the executive vice president directly owned 24,247 shares of the company’s stock, valued at $7,333,747.62. This trade represents a 13.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Robert Lonergan sold 7,000 shares of Assurant stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $262.71, for a total transaction of $1,838,970.00. Following the sale, the executive vice president owned 27,374 shares in the company, valued at $7,191,423.54. This represents a 20.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.54% of the stock is currently owned by company insiders.

Assurant Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, August 31st will be issued a $0.88 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $3.52 annualized dividend and a yield of 1.3%. Assurant’s dividend payout ratio is 16.81%.

Trending Headlines about Assurant

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Zacks Research raised its Assurant EPS forecasts for fiscal 2026 to $21.79 from $21.70, fiscal 2027 to $23.12 from $23.00, and fiscal 2028 to $24.92 from $24.74. Estimates for the first and second quarters of 2027 and the second quarter of 2028 were also increased, suggesting improving longer-term earnings expectations. Assurant analyst estimates
• Positive Sentiment: A Zacks analysis identified Assurant as one of three sales-growth stocks offering sustainable revenue growth, strong cash flow, favorable profitability and valuation characteristics. That recognition could support investor interest, particularly amid renewed Middle East tensions and broader market uncertainty. Three sales growth stocks to buy
• Neutral Sentiment: The revised full-year estimates remain broadly close to consensus, with current-year EPS expectations around $22.05-$22.07. The limited size of the revisions indicates improved confidence but does not represent a major change to Assurant’s near-term earnings outlook.
• Negative Sentiment: Zacks Research lowered its estimates for fourth-quarter 2026 EPS to $4.96 from $4.98 and fourth-quarter 2027 EPS to $5.60 from $5.65. These reductions partially offset the broader upward revisions and could temper the stock’s upside if investors focus on near-term quarterly performance.

About Assurant

Assurant, Inc is a global business services and insurance company that provides protection products and services supporting major purchases and everyday needs. Its offerings are designed to help consumers, businesses and distribution partners manage risks associated with connected devices, housing and transportation.

The company’s Lifestyle segment provides mobile device protection, extended service contracts, vehicle service contracts and related services. Its Global Housing segment offers renters insurance, homeowners insurance, lender-placed insurance and other specialty property products.