Sei Investments Co. Purchases 61,875 Shares of Kemper Corporation $KMPR

Key Points

• Sei Investments more than doubled its Kemper stake in the first quarter, acquiring 61,875 additional shares and bringing its holdings to 120,223 shares worth about $3.7 million. Institutional investors and hedge funds collectively own 86.23% of the company.
• Kemper reported quarterly EPS of $0.45, beating the $0.34 consensus estimate, but revenue fell 10.8% year over year to $1.09 billion and missed expectations. The company also posted a negative net margin, underscoring continued profitability pressures.
• Kemper declared a quarterly dividend of $0.32 per share, or $1.28 annually, representing an indicated yield of about 4.3%. Analyst sentiment remains cautious, with an average “Reduce” rating and four sell ratings versus one buy.

Sei Investments Co. raised its position in Kemper Corporation (NYSE:KMPR - Free Report) by 106.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 120,223 shares of the insurance provider's stock after acquiring an additional 61,875 shares during the quarter. Sei Investments Co. owned approximately 0.20% of Kemper worth $3,674,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of KMPR. Huntington National Bank lifted its stake in Kemper by 187.1% in the 4th quarter. Huntington National Bank now owns 646 shares of the insurance provider's stock valued at $26,000 after purchasing an additional 421 shares during the last quarter. Signaturefd LLC acquired a new position in Kemper during the fourth quarter worth approximately $32,000. Danske Bank A S acquired a new position in Kemper during the third quarter worth approximately $36,000. Rockefeller Capital Management L.P. raised its stake in Kemper by 616.7% in the fourth quarter. Rockefeller Capital Management L.P. now owns 946 shares of the insurance provider's stock valued at $38,000 after buying an additional 814 shares during the period. Finally, Farther Finance Advisors LLC raised its stake in Kemper by 11,455.6% in the fourth quarter. Farther Finance Advisors LLC now owns 1,040 shares of the insurance provider's stock valued at $42,000 after buying an additional 1,031 shares during the period. 86.23% of the stock is currently owned by institutional investors and hedge funds.

Kemper Trading Up 1.9%

Shares of KMPR stock opened at $29.84 on Friday. Kemper Corporation has a 12-month low of $22.69 and a 12-month high of $54.90. The company has a market capitalization of $1.76 billion, a PE ratio of -3.55 and a beta of 1.04. The firm has a 50 day moving average price of $27.19 and a two-hundred day moving average price of $30.49. The company has a quick ratio of 0.18, a current ratio of 0.18 and a debt-to-equity ratio of 0.36.

Kemper (NYSE:KMPR - Get Free Report) last posted its earnings results on Wednesday, August 5th. The insurance provider reported $0.45 EPS for the quarter, beating the consensus estimate of $0.34 by $0.11. The company had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.16 billion. Kemper had a positive return on equity of 2.76% and a negative net margin of 10.84%.The firm's revenue for the quarter was down 10.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.30 earnings per share. As a group, analysts predict that Kemper Corporation will post 1.94 earnings per share for the current year.

Kemper Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 21st will be issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend is Friday, August 21st. Kemper's dividend payout ratio is currently -15.24%.

Wall Street Analyst Weigh In

KMPR has been the subject of several research analyst reports. Weiss Ratings reiterated a "sell (d+)" rating on shares of Kemper in a research note on Friday, June 12th. UBS Group dropped their price target on Kemper from $48.00 to $44.00 and set a "buy" rating on the stock in a research note on Monday, May 11th. Piper Sandler reduced their price objective on shares of Kemper from $35.00 to $28.00 and set an "underweight" rating for the company in a research report on Thursday, May 7th. Finally, Zacks Research downgraded shares of Kemper from a "hold" rating to a "strong sell" rating in a report on Wednesday, May 13th. One investment analyst has rated the stock with a Buy rating, three have issued a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Reduce" and a consensus price target of $44.00.

Trending Headlines about Kemper

Here are the key news stories impacting Kemper this week:

• Positive Sentiment: Kemper reported second-quarter operating earnings of $0.45 per share, exceeding estimates of roughly $0.32–$0.34. Management also outlined a plan targeting approximately $80 million in annualized savings by the end of 2026 through expense reductions and tighter underwriting. Kemper outlines $80M in run-rate savings
• Positive Sentiment: The company is pursuing a 6.9% California rate increase, which could improve pricing adequacy if approved and support future personal-auto profitability. The filing follows Kemper’s effort to tighten underwriting and reduce exposure to less profitable business. California rate increase and savings article
• Positive Sentiment: Kemper declared a quarterly dividend of $0.32 per share, equivalent to $1.28 annually and an indicated yield of approximately 4.4%. The payout may appeal to income-focused investors, although the company’s earnings recovery remains important for long-term dividend support.
• Neutral Sentiment: The $80 million savings goal and underwriting changes are forward-looking initiatives, so their effect on earnings will depend on execution, claims trends, regulatory approvals, and whether reduced growth limits premium revenue.
• Negative Sentiment: Kemper posted a $464.8 million second-quarter GAAP net loss, or $7.90 per share, due largely to a non-cash goodwill impairment of $460 million. Although management said the charge does not affect cash generation, statutory capital, liquidity, or debt covenants, it highlights pressure on the value and profitability of the business. Kemper Reports Second Quarter 2026 Operating Results
• Negative Sentiment: Revenue of $1.09 billion missed the $1.16 billion consensus estimate and declined 10.8% year over year. Operating earnings also fell sharply from $1.30 per share a year earlier, while reported return on equity was only 4.8%.

Kemper Company Profile

Kemper Corporation NYSE: KMPR is a diversified insurance holding company headquartered in Chicago, Illinois. Formed through the rebranding of Unitrin in 2010, Kemper has established a nationwide presence by offering a broad array of property and casualty insurance products. The company distributes its products through independent agents, brokers and direct-to-consumer channels, serving both individual policyholders and commercial clients.

The personal insurance segment provides coverage for automobiles, homeowners, renters and umbrella lines, while the commercial business focuses on liability, workers' compensation and specialty property solutions tailored to small and mid-sized enterprises.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source