William Blair Comments on Assurant’s Q3 Earnings (NYSE:AIZ)

Assurant, Inc. (NYSE:AIZ) – Investment analysts at William Blair raised their Q3 2025 earnings estimates for Assurant in a note issued to investors on Thursday, May 8th. William Blair analyst J. Schmitt now forecasts that the financial services provider will post earnings of $3.36 per share for the quarter, up from their prior forecast of $3.27. The consensus estimate for Assurant’s current full-year earnings is $16.88 per share. William Blair also issued estimates for Assurant’s Q1 2026 earnings at $5.17 EPS, Q3 2026 earnings at $3.47 EPS and Q4 2026 earnings at $5.41 EPS.

Assurant (NYSE:AIZ) last released its quarterly earnings results on Tuesday, May 6th. The financial services provider reported $3.39 EPS for the quarter, beating analysts’ consensus estimates of $2.78 by $0.61. The firm had revenue of $3.07 billion for the quarter, compared to analyst estimates of $3.06 billion. Assurant had a net margin of 6.40% and a return on equity of 17.25%. The company’s revenue for the quarter was up 6.7% compared to the same quarter last year. During the same period in the previous year, the business earned $4.78 earnings per share.

A number of other equities analysts have also commented on the stock. StockNews.com upgraded shares of Assurant from a “hold” rating to a “buy” rating in a research report on Wednesday, May 7th. Piper Sandler raised shares of Assurant from a “neutral” rating to an “overweight” rating and set a $223.00 target price for the company in a research note on Thursday, April 10th. Keefe, Bruyette & Woods dropped their target price on shares of Assurant from $230.00 to $224.00 and set an “outperform” rating for the company in a research note on Wednesday, April 9th. Finally, Truist Financial boosted their target price on shares of Assurant from $240.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, February 13th. One investment analyst has rated the stock with a hold rating and six have issued a buy rating to the stock. According to data from MarketBeat, Assurant has a consensus rating of “Moderate Buy” and a consensus target price of $234.17.

Assurant Price Performance

NYSE:AIZ opened at $202.52 on Monday. The firm has a market cap of $10.30 billion, a PE ratio of 14.00 and a beta of 0.59. Assurant has a 12 month low of $160.12 and a 12 month high of $230.55. The company has a quick ratio of 0.43, a current ratio of 0.43 and a debt-to-equity ratio of 0.41. The company’s 50-day moving average price is $198.60 and its two-hundred day moving average price is $206.93.

Institutional Investors Weigh In On Assurant

Institutional investors and hedge funds have recently modified their holdings of the business. Zions Bancorporation National Association UT bought a new stake in Assurant in the first quarter valued at approximately $26,000. Migdal Insurance & Financial Holdings Ltd. bought a new stake in Assurant in the fourth quarter valued at approximately $28,000. Smartleaf Asset Management LLC increased its stake in Assurant by 127.1% in the fourth quarter. Smartleaf Asset Management LLC now owns 134 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 75 shares in the last quarter. Alpine Bank Wealth Management bought a new stake in Assurant in the first quarter valued at approximately $28,000. Finally, Private Trust Co. NA increased its stake in Assurant by 192.2% in the first quarter. Private Trust Co. NA now owns 149 shares of the financial services provider’s stock valued at $31,000 after purchasing an additional 98 shares in the last quarter. 92.65% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP Biju Nair sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 19th. The shares were sold at an average price of $201.50, for a total transaction of $604,500.00. Following the completion of the sale, the executive vice president now directly owns 17,708 shares of the company’s stock, valued at $3,568,162. The trade was a 14.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.51% of the stock is currently owned by insiders.

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.