Q3 Earnings Estimate for Assurant Issued By Zacks Research

Assurant, Inc. (NYSE:AIZ) – Research analysts at Zacks Research dropped their Q3 2026 earnings estimates for Assurant in a report issued on Tuesday, August 18th. Zacks Research analyst Team now expects that the financial services provider will post earnings per share of $4.36 for the quarter, down from their prior forecast of $4.39. The consensus estimate for Assurant’s current full-year earnings is $21.61 per share. Zacks Research also issued estimates for Assurant’s Q4 2026 earnings at $4.98 EPS, FY2026 earnings at $21.70 EPS, Q1 2027 earnings at $5.59 EPS, Q4 2027 earnings at $5.65 EPS, FY2027 earnings at $23.00 EPS and FY2028 earnings at $24.74 EPS.

Assurant (NYSE:AIZ) last issued its quarterly earnings results 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 20.40% and a net margin of 7.90%.The business had revenue of $3.45 billion for the quarter, compared to analyst estimates of $3.43 billion. During the same quarter in the prior year, the firm posted $5.56 earnings per share. The firm’s revenue for the quarter was up 9.4% compared to the same quarter last year.

Several other research analysts have also weighed in on the company. Truist Financial lifted their target price on Assurant from $310.00 to $355.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Royal Bank Of Canada set a $310.00 price objective on Assurant in a report on Wednesday, June 17th. Keefe, Bruyette & Woods boosted their price objective on Assurant from $310.00 to $325.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. UBS Group lifted their price target on shares of Assurant from $274.00 to $331.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Finally, Wall Street Zen downgraded shares of Assurant from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. One equities research 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 stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $316.57.

Assurant Stock Down 0.4%

Shares of NYSE:AIZ opened at $278.82 on Thursday. Assurant has a 52 week low of $205.01 and a 52 week high of $303.94. The company has a market capitalization of $13.75 billion, a PE ratio of 13.32 and a beta of 0.55. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.38 and a current ratio of 0.38. The company has a 50 day moving average price of $275.40 and a two-hundred day moving average price of $247.15.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of AIZ. CYBER HORNET ETFs LLC acquired a new position in shares of Assurant during the 2nd quarter worth approximately $27,000. Montag A & Associates Inc. acquired a new stake in shares of Assurant in the 4th quarter valued at approximately $28,000. First Bancorp Inc ME acquired a new stake in shares of Assurant in the 2nd quarter valued at approximately $31,000. BOKF NA bought a new position in shares of Assurant in the third quarter valued at $32,000. Finally, Western Wealth Management LLC acquired a new position in Assurant during the first quarter worth $33,000. 92.65% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Assurant

In other Assurant news, EVP Robert Lonergan sold 7,000 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 27,374 shares of the company’s stock, valued at $7,191,423.54. The trade was a 20.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Nair Biju sold 3,931 shares of the business’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $302.46, for a total transaction of $1,188,970.26. Following the sale, the executive vice president directly owned 24,247 shares in the company, valued at $7,333,747.62. This trade represents a 13.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 12,931 shares of company stock worth $3,539,300. Insiders own 0.54% of the company’s stock.

Assurant Announces Dividend

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

Key Stories Impacting Assurant

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Zacks also raised estimates for first-quarter 2027 EPS to $5.59 from $4.97, second-quarter 2027 EPS to $5.77 from $5.67, first-quarter 2028 EPS to $6.37 from $5.87, and second-quarter 2028 EPS to $5.77 from $5.66. The upgrades support the view that Assurant’s earnings growth could strengthen beyond 2026.
• Positive Sentiment: A Seeking Alpha analysis argued that Assurant’s service-led growth strategy provides additional upside potential, offering a constructive view of the company’s operating momentum. Assurant: Service-Led Growth Supports Further Upside
• Neutral Sentiment: The revisions were not uniformly positive. Zacks maintained forecasts of $21.70 for 2026, $23.00 for 2027 and $24.74 for 2028 in its various updates, while the current full-year consensus remains $21.61 per share. This indicates modest overall optimism but limited immediate change to consensus expectations.
• Negative Sentiment: Zacks lowered third-quarter 2026 EPS to $4.36 from $4.39 and cut fourth-quarter 2026 EPS to $4.98 from $5.43. It also reduced fourth-quarter 2027 EPS to $5.65 from $5.76 and third-quarter 2027 EPS to $5.65 from $6.06. Near-term estimate cuts may weigh on sentiment despite the stronger long-term outlook.
• Negative Sentiment: A separate MSN opinion piece presented three reasons to avoid AIZ, reflecting bearish commentary that could reinforce investor caution. 3 Reasons to Avoid AIZ and 1 Stock to Buy Instead

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.