AIZ

A month has gone by since the last earnings report for Assurant (AIZ). Shares have added about 5% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Assurant due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. AIZ Q1 Earnings & Revenues Top Estimates on Solid Investment Income Assurant, Inc. reported first-quarter 2026 net operating income of $5.95 per share, which beat the Zacks Consensus Estimate by 10.2%. The bottom line increased 76% year over year. Quarterly results benefited from lower reportable catastrophes, solid performance in both Global Lifestyle and Global Housing, and earnings growth across both Connected Living and Global Automotive. It was partially offset by higher expenses. Total revenues increased 11.4% year over year to $3.4 billion, driven by higher net earned premiums and fees, other income, and net investment income. The top line beat the Zacks Consensus Estimate by 4.4%. Net investment income was up 27.9% year over year to $159.6 million. The figure was higher than our estimate of $133 million.Total benefits, losses and expenses increased 6.7% to $3 billion, mainly due to higher underwriting, selling, general, and administrative expenses, and interest expense. The figure was higher than our estimate of $2.9 billion. Revenues at Global Housing increased 11.5% year over year to $769.8 million, primarily driven by higher Total net earned premiums, fees, and other income and net investment income. The figure was higher than our estimate of $737.8 million. Adjusted EBITDA doubled year over year to $236.7 million, primarily due to $132.3 million of lower pre-tax reportable catastrophes. The figure was higher than our estimate of $207.8 million.Revenues at Global Lifestyle rose 11.3% year over year to $2.6 billion. The increase was primarily driven by higher net earned premiums, fees and other income and net investment income. The figure was higher than our estimate of $2.5 billion. Adjusted EBITDA of $236.7 million increased 20% year over year, driven by double-digit earnings growth across both Connected Living and Global Automotive. Connected Living results benefited f...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Assurant (NYSE:AIZ) reported strong Q1 2026 results, highlighted by record earnings from its Global Lifestyle segment. The company raised its full year 2026 outlook following the quarter and expanded its share repurchase program. Management actions point to confidence in the resilience of Assurant’s business mix and earnings profile. Assurant focuses on specialty insurance and protection products across mobile devices, extended service contracts, vehicle protection and housing related lines. The Q1 2026 update centers on Global Lifestyle, which is a core part of Assurant’s partnerships with mobile carriers, retailers and auto dealers. As protection products become more integrated into everyday consumer purchases, earnings from this segment can play an increasingly important role in the company’s overall profile. For investors tracking NYSE:AIZ, the raised full year outlook and larger buyback plan put capital allocation decisions in the spotlight. Key questions from here include how durable Global Lifestyle earnings prove to be and how consistently management deploys excess cash between growth investments and returning capital to shareholders. Stay updated on the most important news stories for Assurant by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Assurant. See which insiders are buying and buying and selling Assurant following this latest news. ✅ Price vs Analyst Target: AIZ trades at US$248.87, around 11% below the US$280.50 analyst target. ✅ Simply Wall St Valuation: The stock is flagged as undervalued, trading about 50.9% below the estimated fair value. ✅ Recent Momentum: The share price is up 6.9% over the last 30 days. There is only one way to know the right time to buy, sell or hold Assurant. Head to Simply Wall St's company report for the latest analysis of Assurant's Fair Value. 📊 Record Global Lifestyle earnings and a higher full year outlook put earnings quality and segment concentration in focus. 📊 Keep an eye on the P/E of 12.4 versus the Insurance industry average of 10.7, the US$280.50 target range, and how management uses the expanded buyback. ⚠️ Recent significant insider selling is a useful counterpoint to the positive outlook and r...

ATLANTA, May 21, 2026--(BUSINESS WIRE)--Assurant, Inc. (NYSE: AIZ), a global company that redefines the boundaries of protection – safeguarding and servicing connected devices, homes, automobiles, and commercial equipment in partnership with the world’s most successful brands, announced today that its Board of Directors declared a quarterly dividend of $0.88 per share of common stock. The dividend will be payable on June 29, 2026 to stockholders of record as of the close of business on June 8, 2026. Future dividend declarations will be made at the discretion of the Assurant Board of Directors and will be dependent upon the company’s earnings, financial condition, capital requirements, future prospects, regulatory restrictions, and other considerations. About AssurantAssurant, Inc. (NYSE: AIZ) redefines the boundaries of protection—safeguarding and servicing connected devices, homes, automobiles, and commercial equipment in partnership with the world’s most successful brands. As a Fortune 500 company operating in 21 countries, Assurant leads the way in leveraging insights and technology to transform customer connections that build loyalty and drive value. Learn more at assurant.com. # # # View source version on businesswire.com: https://www.businesswire.com/news/home/20260521761537/en/ Contacts Media Contact: Julie StriderVice President, Global [email protected] Investor Relations Contacts: Rebekah BiondoDeputy [email protected] Sean MoshierVice President, Investor [email protected]

Assurant’s first quarter saw strong momentum, as the company exceeded Wall Street’s expectations on both revenue and non-GAAP earnings. Management attributed the quarter’s outperformance to exceptional growth in the Global Lifestyle segment, particularly in Connected Living and Global Automotive, alongside disciplined execution and operational improvements. CEO Keith Demmings highlighted that the company successfully expanded existing client programs, added new mobile protection partnerships—including a major migration with T-Mobile—and achieved double-digit earnings growth in both Connected Living and Automotive. The quarter also benefited from Assurant’s ability to optimize its reverse logistics operations and deepen its embedded partnerships, which management sees as key differentiators in a dynamic insurance services market. Is now the time to buy AIZ? Find out in our full research report (it’s free). Revenue: $3.42 billion vs analyst estimates of $3.29 billion (11.3% year-on-year growth, 3.8% beat) Adjusted EPS: $5.95 vs analyst estimates of $5.33 (11.7% beat) Adjusted EBITDA: $441.5 million vs analyst estimates of $430.5 million (12.9% margin, 2.5% beat) Operating Margin: 9.8%, up from 6% in the same quarter last year Market Capitalization: $12.1 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Mark Hughes (Truist Securities) questioned the sustainability of Connected Living’s growth. CEO Keith Demmings pointed to subscriber scaling, new partnerships, and product expansion as drivers, stating “there’s a tremendous amount of upside.” Thomas Mcjoynt-Griffith (Keefe, Bruyette & Woods) asked about services provided to major U.S. carriers. Demmings explained Assurant’s broadening scope with Verizon and AT&T, including prepaid and supply chain services, and discussed long-term innovation-focused partnerships. Jeffrey Schmitt (William Blair) inquired about the Home Warranty business’s growth strategy and contractor network. Demmings and CFO Keith Meier highlighted a robust rollout with Compass and existing relationships with Best Buy and Lowe’s, emphasizing integration of technology and national service networ...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:00 a.m. ET President and Chief Executive Officer — Keith Demmings Chief Financial Officer — Keith Meier Need a quote from a Motley Fool analyst? Email [email protected] Keith Demmings: Good morning, and thank you for joining us. Following a remarkable 2025, where we delivered our third consecutive year of double-digit earnings and EPS growth, we're pleased to share that 2026 is off to a strong start. The first quarter represents the strongest performance in Assurant's history, driven by record earnings in Global Lifestyle. We delivered 6% growth in adjusted EBITDA and 9% growth in adjusted EPS, both excluding reportable catastrophes. When excluding impacts from Global Housing's prior year reserve development, these metrics grew 8% and 12%, respectively. Once again, our diversified portfolio and disciplined execution supported strong performance in a dynamic operating environment. Our results this quarter reflect the momentum we've built across the enterprise, supported by the durability of our earnings. We leveraged the strength and flexibility of our capital position to accelerate share repurchases during the quarter given our compelling valuation. At the center of our performance is our talented workforce, leading with insight, challenging convention and delivering with discipline. Their commitment continues to help us and our clients win together, as we redefine protection and related services and create value across the markets we serve. The first quarter represents an exceptional start to the year, reinforcing our path to achieving our tenth consecutive year of profitable growth. Turning to Global Lifestyle. We delivered an exceptional first quarter with double-digit earnings growth in both Connected Living and Global Automotive. In Connected Living, earnings increased 18%, driven by expansion with existing clients and continued optimization of recently added programs. As our earnings benefit from the momentum we've built, we continue to execute on our compelling pipeline of new opportunities with 4 new mobile announcements this quarter. First, our long-term agreement with T-Mobile supports our leadership and innovation in this space. Following the success of our reverse logistics partnership, we deepened our relationship following T-Mobile's acquisition of U.S. Cellular, successfully migrating anothe...

Assurant, Inc. AIZ reported first-quarter 2026 net operating income of $5.95 per share, which beat the Zacks Consensus Estimate by 10.2%. The bottom line increased 76% year over year. Quarterly results benefited from lower reportable catastrophes, solid performance in both Global Lifestyle and Global Housing, and earnings growth across both Connected Living and Global Automotive. It was partially offset by higher expenses. Total revenues increased 11.4% year over year to $3.4 billion, driven by higher net earned premiums and fees, other income, and net investment income. The top line beat the Zacks Consensus Estimate by 4.4%. Net investment income was up 27.9% year over year to $159.6 million. The figure was higher than our estimate of $133 million. Total benefits, losses and expenses increased 6.7% to $3 billion, mainly due to higher underwriting, selling, general, and administrative expenses, and interest expense. The figure was higher than our estimate of $2.9 billion. Assurant, Inc. price-consensus-eps-surprise-chart | Assurant, Inc. Quote Revenues at Global Housing increased 11.5% year over year to $769.8 million, primarily driven by higher Total net earned premiums, fees, and other income and net investment income. The figure was higher than our estimate of $737.8 million. Adjusted EBITDA doubled year over year to $236.7 million, primarily due to $132.3 million of lower pre-tax reportable catastrophes. The figure was higher than our estimate of $207.8 million. Revenues at Global Lifestyle rose 11.3% year over year to $2.6 billion. The increase was primarily driven by higher net earned premiums, fees and other income and net investment income. The figure was higher than our estimate of $2.5 billion. Adjusted EBITDA of $236.7 million increased 20% year over year, driven by double-digit earnings growth across both Connected Living and Global Automotive. Connected Living results benefited from subscriber growth in mobile protection programs and trade-in performance. Global Automotive results increased from higher investment income, including the gain noted above, and improved loss experience. The figure was higher than our estimate of $169.8 million. Adjusted EBITDA loss at Corporate & Other was $31.9 million, wider than the year-ago quarter’s adjusted EBITDA loss of $28 million, primarily due to organic investments to support our Home Warranty business. I...

ATLANTA (AP) — ATLANTA (AP) — Assurant Inc. (AIZ) on Tuesday reported first-quarter net income of $274.1 million. On a per-share basis, the Atlanta-based company said it had profit of $5.41. Earnings, adjusted for one-time gains and costs, were $5.95 per share. The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of $5.40 per share. The insurer posted revenue of $3.42 billion in the period. Its adjusted revenue was $3.44 billion, which also topped Street forecasts. Four analysts surveyed by Zacks expected $3.3 billion. Assurant shares have decreased 1% since the beginning of the year, while the S&P's 500 index has risen 6%. The stock has risen 24% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on AIZ at https://www.zacks.com/ap/AIZ

Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% ATLANTA, May 05, 2026--(BUSINESS WIRE)--Assurant, Inc. (NYSE: AIZ): Assurant, Inc. (NYSE: AIZ), a global company that redefines the boundaries of protection – safeguarding and servicing connected devices, homes, automobiles, and commercial equipment in partnership with the world’s most successful brands, today announced results for the first quarter ended March 31, 2026. "Our first quarter performance represented Assurant’s best quarter in history driven by record earnings in Global Lifestyle. Our position as a market leader continues to generate attractive cash flows and reinforces our solid, flexible capital position — enabling us to accelerate share repurchases in the first quarter. We continue to scale capabilities, deepen client partnerships, and execute against a robust pipeline of new client opportunities, supported by the durability of our earnings. We are proud of the long-term outperformance we’ve driven and more excited than ever about the future, including expansion into attractive new markets where we see a clear path to market leadership," said Assurant President and CEO Keith Demmings. "Driven by our strong start to the year, we are increasing our 2026 enterprise outlook. We now expect Adjusted EBITDA and Adjusted earnings per share, both excluding reportable catastrophes, to grow low single digits, or high single digits on an underlying basis. We also now expect to return $300 to $350 million in share repurchases, at the upper end of our 2026 guidance," Demmings added. First Quarter Consolidated Results First Quarter 2026 Consolidated Results GAAP net income increased 87 percent to $274.1 million compared to first quarter 2025 of $146.6 million, driven by lower reportable catastrophes and higher Global Lifestyle earnings. GAAP net income per diluted share increased 91 percent to $5.41 compared to first quarter 2025 of $2.83. The increase was primarily driven by the factors noted above. Adjusted EBITDA1 increased 56 percent to $441.5 million compared to the prior year period of $282.2 million, primarily due to lower reportable catastrophes. Excluding reportable catastrophes, Adjusted EBITDA2 increased 6 percent, or 5 percent on a constant currency basis5, to $465.9 milli...

Assurant (AIZ) reported Q1 adjusted earnings Tuesday of $5.95 per diluted share, up from $3.39 a yea

Assurant (AIZ) reported $3.44 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 11.4%. EPS of $5.95 for the same period compares to $3.39 a year ago. The reported revenue represents a surprise of +4.44% over the Zacks Consensus Estimate of $3.3 billion. With the consensus EPS estimate being $5.40, the EPS surprise was +10.24%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Assurant performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net investment income: $159.6 million versus $137.3 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +27.9% change. Fees and other income: $499.8 million versus $453.52 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +24.1% change. Net earned premiums, fees and other income: $3.28 billion compared to the $2.7 billion average estimate based on four analysts. The reported number represents a change of +10.7% year over year. Net investment income- Global Lifestyle: $108.9 million versus the three-analyst average estimate of $93.28 million. The reported number represents a year-over-year change of +29.6%. Fees and other income- Global Lifestyle: $456.7 million versus $403.4 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +26.5% change. Global Lifestyle- Net earned premiums, fees and other income: $2.55 billion versus $2.42 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.6% change. Net earned premiums- Global Housing: $686 million compared to the $664.57 million average estimate based on three analysts. The reported number represents a change of +11.5% year over year. Fees and other income- Global Housing: $43.1 million versu...

Delivered the strongest quarterly performance in company history, led by record earnings in Global Lifestyle and double-digit growth in Connected Living and Global Automotive. Expanded the mobile protection footprint to nearly 69 million devices globally, supported by the successful migration of U.S. Cellular subscribers following the T-Mobile acquisition. Leveraged a proven ability to transition large, complex device portfolios with minimal disruption and low churn, serving as a critical proof point for new client acquisition. Optimized the Global Automotive segment through disciplined rate actions and enhanced claims processing, resulting in a 23% earnings increase and a significant inflection in profitability. Strengthened the Global Housing market position through long-term renewals with lender-placed partners representing over 5 million loans and double-digit premium growth in the property management channel. Advanced enterprise-wide AI initiatives focused on dealership training, claims automation, and personalized customer experiences to drive future share gains and operational scale. Increased full-year guidance for adjusted EBITDA and EPS to grow low single digits, both excluding catastrophes, overcoming a $94 million headwind from lower favorable prior-year reserve development. Projecting high single-digit underlying growth when excluding catastrophes and prior-year development, with Global Lifestyle expected to lead at approximately 10% growth. Anticipating a Global Housing combined ratio in the low to mid-80s, assuming a full-year catastrophe load of $185 million and continued hardening of the voluntary homeowners market. Raised share repurchase expectations to a range of $300 million to $350 million for the full year, reflecting strong cash generation and a commitment to returning excess capital. Expectations for Global Auto growth are underpinned by higher investment income and continued loss ratio improvement following multi-year product and rate optimizations. Secured a 2026 catastrophe reinsurance program with more favorable terms, reducing estimated premiums to $180 million from $200 million in the prior year. Maintained a consistent catastrophe retention of $160 million, providing loss coverage up to a 1-in-265 year event for the main U.S. program. First quarter results included a $13 million real estate joint venture gain, primarily benefi...

Strongest Q1 ever: Assurant said record Global Lifestyle results and double‑digit growth in Connected Living (earnings up 18%) plus a 23% rise in Global Automotive powered the quarter, with nearly 69 million devices protected and expanded mobile partnerships (T‑Mobile, Xfinity, Verizon) and planned AI‑driven product rollouts. Capital return and outlook: Management accelerated buybacks, returned $169 million in Q1 and now targets $300–$350 million of share repurchases for 2026, while guiding to low‑single‑digit adjusted EBITDA and EPS growth excluding catastrophes (high single‑digit underlying growth excluding prior‑year reserve development). Housing and reinsurance: Global Housing included $24 million of Q1 catastrophes, and Assurant finalized a 2026 catastrophe reinsurance program with a $160 million per‑event retention, roughly $1.6 billion of coverage above retention and lower reinsurance premiums (~$180M vs ~$200M in 2025), supporting a targeted full‑year combined ratio in the low‑to‑mid 80s excluding prior‑year development. Interested in Assurant, Inc.? Here are five stocks we like better. Assurant (NYSE:AIZ) reported what management described as the strongest first-quarter performance in the company’s history, driven by record earnings in its Global Lifestyle segment and continued momentum across mobile device protection and related services. On the company’s first-quarter 2026 earnings call, President and CEO Keith Demmings said Assurant delivered 6% growth in adjusted EBITDA and 9% growth in adjusted EPS, both excluding reportable catastrophes. He added that, excluding impacts from Global Housing’s prior-year reserve development, adjusted EBITDA and adjusted EPS grew 8% and 12%, respectively. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Demmings said the company used what he called the “strength and flexibility” of its capital position to accelerate share repurchases during the quarter, citing a “compelling valuation.” Demmings said Global Lifestyle produced record earnings, with double-digit earnings growth in both Connected Living and Global Automotive. In Connected Living, he said earnings increased 18%, driven by expansion with existing clients and optimization of recently added programs. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches During prepared remarks, Demmings highlighted four mobil...