What is Zacks Research’s Forecast for Assurant Q1 Earnings?

Assurant, Inc. (NYSE:AIZ) – Stock analysts at Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for shares of Assurant in a research note issued to investors on Tuesday, February 24th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings per share of $5.36 for the quarter, up from their previous estimate of $5.12. The consensus estimate for Assurant’s current full-year earnings is $16.88 per share. Zacks Research also issued estimates for Assurant’s Q3 2026 earnings at $4.48 EPS, Q4 2026 earnings at $5.75 EPS, Q1 2027 earnings at $4.98 EPS, Q2 2027 earnings at $5.60 EPS, Q4 2027 earnings at $5.91 EPS and FY2027 earnings at $22.49 EPS.

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

Several other research analysts have also issued reports on AIZ. UBS Group lifted their price target on shares of Assurant from $255.00 to $257.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Morgan Stanley lifted their target price on Assurant from $232.00 to $248.00 and gave the stock an “equal weight” rating in a report on Monday, November 17th. BMO Capital Markets cut their target price on Assurant from $255.00 to $246.00 and set an “outperform” rating on the stock in a research report on Thursday, February 12th. Keefe, Bruyette & Woods increased their price target on Assurant from $248.00 to $254.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Finally, Wall Street Zen downgraded Assurant from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Assurant presently has a consensus rating of “Moderate Buy” and an average price target of $258.17.

Assurant Stock Up 0.1%

NYSE AIZ opened at $229.75 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.39 and a quick ratio of 0.39. The company’s 50 day simple moving average is $234.00 and its 200 day simple moving average is $223.75. Assurant has a 12 month low of $174.97 and a 12 month high of $246.31. The company has a market capitalization of $11.42 billion, a P/E ratio of 13.54 and a beta of 0.56.

Assurant Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.88 per share. This represents a $3.52 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Tuesday, February 17th. Assurant’s dividend payout ratio is presently 20.74%.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. New York State Common Retirement Fund lifted its position 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 in the last quarter. Allspring Global Investments Holdings LLC lifted its holdings in Assurant by 1,823.1% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 45,386 shares of the financial services provider’s stock worth $9,871,000 after buying an additional 43,026 shares in the last quarter. Bank of New York Mellon Corp boosted 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 buying an additional 959,259 shares during the last quarter. Charles Schwab Investment Management Inc. increased its stake in shares of Assurant by 1.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 455,070 shares of the financial services provider’s stock valued at $89,872,000 after buying an additional 6,041 shares during the period. Finally, Nordea Investment Management AB raised its position in shares of Assurant by 29.3% during the third quarter. Nordea Investment Management AB now owns 665,683 shares of the financial services provider’s stock worth $143,588,000 after acquiring an additional 150,907 shares during the last quarter. 92.65% of the stock is owned by institutional investors.

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

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.