William Blair Analysts Lift Earnings Estimates for Assurant

Key Points

• William Blair has revised its Q3 2025 earnings estimate for Assurant to $4.05 per share, significantly up from a previous estimate of $3.36.
• Assurant's stock currently has a consensus rating of "Moderate Buy" from analysts, with an average target price of $228.83.
• The company reported a net margin of 5.83% and earnings per share of $5.56 for the last quarter, exceeding analyst estimates by $1.13.

Assurant, Inc. (NYSE:AIZ - Free Report) - Analysts at William Blair increased their Q3 2025 earnings per share estimates for Assurant in a research note issued to investors on Thursday, August 7th. William Blair analyst J. Schmitt now anticipates that the financial services provider will post earnings of $4.05 per share for the quarter, up from their previous estimate of $3.36. The consensus estimate for Assurant's current full-year earnings is $16.88 per share. William Blair also issued estimates for Assurant's Q4 2025 earnings at $5.16 EPS, FY2025 earnings at $17.70 EPS, Q1 2026 earnings at $5.23 EPS, Q2 2026 earnings at $5.29 EPS and FY2026 earnings at $19.40 EPS.

Several other equities analysts have also recently issued reports on AIZ. Keefe, Bruyette & Woods boosted their target price on Assurant from $225.00 to $235.00 and gave the company an "outperform" rating in a research note on Tuesday. Morgan Stanley boosted their target price on Assurant from $217.00 to $218.00 and gave the company an "equal weight" rating in a research note on Monday, July 14th. Benchmark assumed coverage on Assurant in a research note on Tuesday. They set a "buy" rating on the stock. Wall Street Zen raised Assurant from a "hold" rating to a "buy" rating in a research note on Saturday. Finally, Stephens began coverage on Assurant in a research note on Tuesday. They issued an "overweight" rating on the stock. One research analyst has rated the stock with a hold rating and nine have assigned a buy rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $231.57.

Assurant Trading Up 2.2%

Shares of AIZ traded up $4.67 during mid-day trading on Monday, hitting $214.09. 289,309 shares of the company's stock traded hands, compared to its average volume of 489,590. The company has a quick ratio of 0.40, a current ratio of 0.40 and a debt-to-equity ratio of 0.38. Assurant has a 1 year low of $174.97 and a 1 year high of $230.55. The firm has a market capitalization of $10.80 billion, a P/E ratio of 15.49 and a beta of 0.58. The business's 50-day moving average price is $193.96 and its 200-day moving average price is $199.15.

Assurant (NYSE:AIZ - Get Free Report) last announced its quarterly earnings data on Tuesday, August 5th. The financial services provider reported $5.56 earnings per share for the quarter, beating the consensus estimate of $4.43 by $1.13. Assurant had a return on equity of 16.47% and a net margin of 5.83%. The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.13 billion. During the same quarter in the previous year, the company posted $4.77 earnings per share. The business's revenue was up 8.0% on a year-over-year basis.

Assurant Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 30th. Shareholders of record on Monday, June 9th were issued a $0.80 dividend. The ex-dividend date of this dividend was Monday, June 9th. This represents a $3.20 dividend on an annualized basis and a yield of 1.5%. Assurant's dividend payout ratio is currently 23.17%.

Insider Transactions at Assurant

In other Assurant news, EVP Jay Rosenblum sold 1,000 shares of the stock in a transaction dated Friday, May 16th. The stock was sold at an average price of $201.93, for a total value of $201,930.00. Following the transaction, the executive vice president owned 11,775 shares of the company's stock, valued at approximately $2,377,725.75. This represents a 7.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Dimitry Dirienzo sold 950 shares of the stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $204.96, for a total value of $194,712.00. Following the completion of the transaction, the chief accounting officer directly owned 3,135 shares in the company, valued at approximately $642,549.60. This represents a 23.26% decrease in their position. The disclosure for this sale can be found here. 0.51% of the stock is currently owned by corporate insiders.

Institutional Trading of Assurant

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Zions Bancorporation National Association UT purchased a new stake in Assurant in the first quarter worth about $26,000. Alpine Bank Wealth Management purchased a new stake in Assurant in the first quarter worth about $28,000. REAP Financial Group LLC increased its position in Assurant by 193.9% in the second quarter. REAP Financial Group LLC now owns 144 shares of the financial services provider's stock worth $29,000 after buying an additional 95 shares in the last quarter. Cullen Frost Bankers Inc. increased its position in Assurant by 1,133.3% in the second quarter. Cullen Frost Bankers Inc. now owns 148 shares of the financial services provider's stock worth $29,000 after buying an additional 136 shares in the last quarter. Finally, Private Trust Co. NA increased its position in Assurant by 192.2% in the first quarter. Private Trust Co. NA now owns 149 shares of the financial services provider's stock worth $31,000 after buying an additional 98 shares in the last quarter. Hedge funds and other institutional investors own 92.65% of the company's stock.

About Assurant

Assurant, Inc, together with its subsidiaries, provides business services that supports, protects, and connects consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, and extended service contracts and related services for consumer electronics and appliances, and credit and other insurance products; and vehicle protection, commercial equipment, and other related services.