Zacks Research Has Bearish Estimate for Assurant Q2 Earnings

Assurant, Inc. (NYSE:AIZ) – Equities researchers at Zacks Research dropped their Q2 2026 earnings per share (EPS) estimates for shares of Assurant in a research report issued to clients and investors on Tuesday, February 24th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings of $5.44 per share for the quarter, down from their previous forecast of $5.46. The consensus estimate for Assurant’s current full-year earnings is $16.88 per share. Zacks Research also issued estimates for Assurant’s FY2026 earnings at $21.03 EPS, Q3 2027 earnings at $5.99 EPS and FY2028 earnings at $24.21 EPS.

Assurant (NYSE:AIZ) last released its earnings results on Tuesday, February 10th. The financial services provider reported $5.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.55 by $0.06. The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.28 billion. Assurant had a return on equity of 18.65% and a net margin of 6.81%.Assurant’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period in the prior year, the firm posted $4.79 EPS.

A number of other research analysts have also recently issued reports on the stock. BMO Capital Markets decreased their price objective on shares of Assurant from $255.00 to $246.00 and set an “outperform” rating on the stock in a research note on Thursday, February 12th. Truist Financial boosted their target price on shares of Assurant from $265.00 to $280.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Wall Street Zen cut Assurant from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Keefe, Bruyette & Woods increased their price objective on shares of Assurant from $248.00 to $254.00 and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Finally, Piper Sandler boosted their target price on shares of Assurant from $252.00 to $264.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $258.17.

Assurant Trading Up 0.1%

AIZ opened at $229.75 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 twelve month low of $174.97 and a twelve month high of $246.31. The stock has a market capitalization of $11.42 billion, a price-to-earnings ratio of 13.54 and a beta of 0.56. The company has a 50-day simple moving average of $234.00 and a 200 day simple moving average of $223.65.

Institutional Investors Weigh In On Assurant

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Bank of New York Mellon Corp lifted its position in Assurant by 23.7% in the 3rd 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 acquiring an additional 959,259 shares in the last quarter. Norges Bank purchased a new stake in shares of Assurant in the fourth quarter worth approximately $161,574,000. Qube Research & Technologies Ltd lifted its holdings in shares of Assurant by 482.8% in the second quarter. Qube Research & Technologies Ltd now owns 621,830 shares of the financial services provider’s stock valued at $122,805,000 after purchasing an additional 515,127 shares in the last quarter. Voya Investment Management LLC lifted its holdings in shares of Assurant by 685.2% in the third quarter. Voya Investment Management LLC now owns 452,293 shares of the financial services provider’s stock valued at $97,851,000 after purchasing an additional 394,694 shares in the last quarter. Finally, Jupiter Asset Management Ltd. boosted its position in shares of Assurant by 1,222.0% during the second quarter. Jupiter Asset Management Ltd. now owns 356,064 shares of the financial services provider’s stock valued at $70,319,000 after buying an additional 329,131 shares during the last quarter. Institutional investors and hedge funds own 92.65% of the company’s stock.

Assurant Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $0.88 per share. This represents a $3.52 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Tuesday, February 17th. Assurant’s dividend payout ratio (DPR) is currently 20.74%.

Trending Headlines about Assurant

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Zacks lifted several near‑term and medium‑term EPS forecasts (notably Q1 2026 to $5.36 from $5.12, Q1 2027 to $4.98 from $4.86, Q2 2027 to $5.60 from $5.52, and modest raises for Q3 2026/Q3 2027 and FY2026). These upward tweaks imply better near‑term operating visibility and helped offset some weaker calls. Zacks estimate upgrades
• Positive Sentiment: Short interest fell ~16.9% in the latest reporting period (to ~769k shares), lowering the short‑ratio to ~1.3 days — a technical bullish sign that reduces downside pressure from short sellers. Short interest report
• Neutral Sentiment: Zacks published a FY2028 EPS projection ($24.21) — useful for longer‑term modeling but unlikely to move the stock materially today compared with the nearer‑term estimate changes. FY2028 outlook
• Negative Sentiment: Offsetting the positives, Zacks cut several later‑quarter and FY2027 forecasts (Q4 2026 to $5.75 from $5.93, Q4 2027 to $5.91 from $6.47, and FY2027 to $22.49 from $22.81), which signals some expected softness in back‑half results and caps upside. These downward revisions are a headwind for multiple‑quarter guidance expectations. Zacks estimate cuts

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.