What is Zacks Research's Estimate for Assurant Q3 Earnings?

Key Points

• Zacks Research raised Assurant’s Q3 2026 EPS estimate to $4.48 from $4.36, while the current full-year consensus estimate stands at $22.07 per share.
• Assurant’s latest quarterly results exceeded expectations, with EPS of $6.41 versus the $5.17 consensus and revenue of $3.45 billion; revenue increased 9.4% year over year.
• Analyst sentiment remains favorable, with the stock carrying a consensus “Buy” rating and an average price target of $327.14. Assurant also declared a quarterly dividend of $0.88, representing a 1.3% annualized yield.

Assurant, Inc. (NYSE:AIZ - Free Report) - Analysts at Zacks Research increased their Q3 2026 earnings per share estimates for Assurant in a research report issued to clients and investors on Monday, September 7th. Zacks Research analyst Team now expects that the financial services provider will post earnings per share of $4.48 for the quarter, up from their previous estimate 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.

Assurant (NYSE:AIZ - Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The financial services provider reported $6.41 EPS for the quarter, topping the consensus estimate 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%.The firm's revenue was up 9.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.56 earnings per share.

A number of other research firms have also commented on AIZ. Morgan Stanley lifted their price objective on shares of Assurant from $300.00 to $320.00 and gave the company an "overweight" rating in a research note on Wednesday, August 19th. Weiss Ratings raised shares of Assurant from a "buy (b+)" rating to a "buy (a-)" rating in a research note on Tuesday, August 11th. Royal Bank Of Canada set a $310.00 price objective on shares of Assurant in a research report on Wednesday, June 17th. Keefe, Bruyette & Woods raised their price target on Assurant from $310.00 to $325.00 and gave the company an "outperform" rating in a report on Friday, August 7th. Finally, Piper Sandler boosted their price objective on shares of Assurant from $290.00 to $329.00 and gave the stock an "overweight" rating in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and a consensus price target of $327.14.

Assurant Stock Performance

Shares of Assurant stock opened at $280.47 on Thursday. The firm's fifty day simple moving average is $281.68 and its 200-day simple moving average is $252.91. Assurant has a 12 month low of $205.01 and a 12 month high of $303.94. The stock has a market capitalization of $13.83 billion, a price-to-earnings ratio of 13.39 and a beta of 0.54. The company has a debt-to-equity ratio of 0.36, a current ratio of 0.38 and a quick ratio of 0.38.

Assurant Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, August 31st will be paid a $0.88 dividend. The ex-dividend date is Monday, August 31st. This represents a $3.52 dividend on an annualized basis and a dividend yield of 1.3%. Assurant's dividend payout ratio (DPR) is 16.81%.

Insider Activity

In related news, EVP Robert Lonergan sold 7,000 shares of the business's stock in a transaction that occurred 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 transaction, the executive vice president directly owned 27,374 shares of the company's stock, valued at approximately $7,191,423.54. The trade was a 20.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Biju Nair sold 3,931 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $302.46, for a total transaction of $1,188,970.26. Following the completion of the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.54% of the company's stock.

Institutional Investors Weigh In On Assurant

Large investors have recently added to or reduced their stakes in the company. Jones Financial Companies Lllp lifted its holdings in Assurant by 606.7% in the 1st quarter. Jones Financial Companies Lllp now owns 1,060 shares of the financial services provider's stock worth $222,000 after buying an additional 910 shares in the last quarter. Goldman Sachs Group Inc. increased its position in shares of Assurant by 19.6% during the first quarter. Goldman Sachs Group Inc. now owns 290,759 shares of the financial services provider's stock worth $60,987,000 after acquiring an additional 47,548 shares during the last quarter. United Services Automobile Association purchased a new stake in shares of Assurant during the first quarter worth about $203,000. Focus Partners Wealth lifted its stake in shares of Assurant by 66.6% in the first quarter. Focus Partners Wealth now owns 2,648 shares of the financial services provider's stock worth $556,000 after acquiring an additional 1,059 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its stake in shares of Assurant by 57.8% in the first quarter. Geneos Wealth Management Inc. now owns 183 shares of the financial services provider's stock worth $38,000 after acquiring an additional 67 shares in the last quarter. 92.65% of the stock is owned by institutional investors and hedge funds.

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.

Assurant Company Profile

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.

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