Zacks Research Comments on Assurant’s Q2 Earnings (NYSE:AIZ)

Assurant, Inc. (NYSE:AIZ) – Stock analysts at Zacks Research dropped their Q2 2026 earnings per share estimates for Assurant in a research note issued on Tuesday, May 19th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $5.15 per share for the quarter, down from their prior estimate of $5.36. The consensus estimate for Assurant’s current full-year earnings is $21.01 per share. Zacks Research also issued estimates for Assurant’s Q3 2026 earnings at $4.39 EPS, Q4 2026 earnings at $5.43 EPS, Q1 2027 earnings at $5.01 EPS, Q3 2027 earnings at $6.06 EPS and Q4 2027 earnings at $5.76 EPS.

AIZ has been the subject of several other reports. UBS Group increased their target price on Assurant from $270.00 to $274.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Wall Street Zen lowered shares of Assurant from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Weiss Ratings cut shares of Assurant from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 11th. Truist Financial increased their price objective on shares of Assurant from $280.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Piper Sandler raised their price objective on shares of Assurant from $264.00 to $268.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Nine research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $272.17.

Assurant Price Performance

AIZ stock opened at $256.09 on Thursday. The company has a quick ratio of 0.39, a current ratio of 0.39 and a debt-to-equity ratio of 0.38. Assurant has a 52-week low of $183.39 and a 52-week high of $260.96. The stock’s 50 day moving average is $227.49 and its two-hundred day moving average is $229.32. The company has a market capitalization of $12.69 billion, a PE ratio of 13.10 and a beta of 0.56.

Assurant (NYSE:AIZ) last released its quarterly earnings results on Tuesday, May 5th. The financial services provider reported $5.95 EPS for the quarter, topping the consensus estimate of $5.29 by $0.66. The business had revenue of $3.42 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Assurant had a return on equity of 20.32% and a net margin of 7.60%.The company’s revenue was up 11.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.79 earnings per share.

Insider Buying and Selling at Assurant

In other news, EVP Subhashish Sengupta sold 1,880 shares of the firm’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $210.53, for a total value of $395,796.40. Following the transaction, the executive vice president directly owned 2,895 shares in the company, valued at approximately $609,484.35. This trade represents a 39.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Dimitry Dirienzo sold 750 shares of Assurant stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $210.98, for a total transaction of $158,235.00. Following the completion of the transaction, the chief accounting officer directly owned 4,741 shares of the company’s stock, valued at $1,000,256.18. This trade represents a 13.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 29,650 shares of company stock valued at $7,419,621. Corporate insiders own 0.54% of the company’s stock.

Hedge Funds Weigh In On Assurant

Hedge funds and other institutional investors have recently bought and sold shares of the stock. JPMorgan Chase & Co. increased its holdings in shares of Assurant by 15.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 124,993 shares of the financial services provider’s stock valued at $27,076,000 after purchasing an additional 16,388 shares during the period. New York State Common Retirement Fund boosted its holdings in shares of Assurant by 37.9% during the third quarter. New York State Common Retirement Fund now owns 37,148 shares of the financial services provider’s stock worth $8,046,000 after purchasing an additional 10,200 shares during the period. GW&K Investment Management LLC boosted its holdings in shares of Assurant by 25.6% during the third quarter. GW&K Investment Management LLC now owns 274,862 shares of the financial services provider’s stock worth $59,537,000 after purchasing an additional 56,009 shares during the period. Bank of New York Mellon Corp grew its position in Assurant by 23.7% during the third quarter. Bank of New York Mellon Corp now owns 5,010,373 shares of the financial services provider’s stock valued at $1,085,247,000 after purchasing an additional 959,259 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its position in Assurant by 16.8% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 185,949 shares of the financial services provider’s stock valued at $44,786,000 after purchasing an additional 26,678 shares in the last quarter. 92.65% of the stock is currently owned by institutional investors and hedge funds.

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.