Assurant, IncNYSE: AIZ

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Assurant's Q1 2026 results released May 5 delivered revenue of $3.42B (+11.3% YoY) and net income of $274.1M, with adjusted EPS of $5.95 ahead of the $5.29-$5.35 consensus. The quarter was driven by exceptional growth in Global Lifestyle, particularly Connected Living and Global Automotive, plus a major new T-Mobile mobile protection partnership. Management raised full-year guidance and now expects adjusted EBITDA and EPS to increase in the low single digits (high single digits ex prior-year reserve development). The company repurchased $125M of shares in Q1 plus an additional $30M between April 1 and May 1. CFO Keith Meier sold 25,000 shares on May 15 at $254.31 under a pre-arranged 10b5-1 plan. The Annual Meeting of Stockholders is scheduled for May 21.

Assurant Lifts 2026 Outlook as Q1 Adjusted EPS Rises 76%stocktitan.netAssurant (AIZ) CFO Keith Meier sells 25,000 shares under 10b5-1 planstocktitan.netWhat Assurant (AIZ)'s Strong Q1 Earnings and Buybacks Meansimplywall.st

Assurant reported Q1 2026 revenue of $3.42B (up 11.3% YoY) and net income of $274.1M, with adjusted EPS of $5.95 beating the $5.35 consensus by $0.60 - its strongest quarter ever. Adjusted EBITDA grew 6% and adjusted EPS grew 9% (excluding catastrophes), driven by exceptional Global Lifestyle segment growth - particularly Connected Living and Global Automotive - including a major mobile protection migration with T-Mobile. The company raised its full-year enterprise outlook, now expecting adjusted EBITDA and adjusted EPS (excluding catastrophes) to increase in the low single digits, or high single digits excluding prior year reserve development. Assurant repurchased $125M in shares during Q1 plus an additional $30M through May 1. Truist Securities raised its price target to $290 from $280 (Buy) on May 7, and CFO Keith Meier sold 25,000 shares at $254.31 under a 10b5-1 plan on May 15.

Assurant Lifts 2026 Outlook Q1 EPS Rises 76%stocktitan.netAssurant Q1 2026 slides strongest quarter in company historyinvesting.comAIZ Maintained by Truist Securities $290gurufocus.com

Assurant reported its strongest quarter in company history on May 5/6, with Q1 2026 revenue of $3.42B (+11.3% YoY), net income of $274.1M, adjusted EBITDA of $466M, and adjusted EPS of $5.95 (+76% YoY) excluding catastrophes, topping consensus by 11.7%. CEO Keith Demmings highlighted client program expansions, a major T-Mobile mobile protection partnership migration, and double-digit earnings growth in Connected Living and Automotive. The company raised its 2026 enterprise outlook for adjusted EBITDA and adjusted EPS (excluding catastrophes) to low single-digit growth, or high single-digit excluding lower favorable prior-year reserve development. Q1 share repurchases totaled $125M with $30M more from April 1 to May 1. Shares rose 4.2% on May 14 to $252.72. Truist Securities maintained Buy and raised PT to $290 from $280 on May 7. CFO Keith Meier sold 25,000 shares on May 15 at an avg $254.31 under a 10b5-1 plan. Annual Meeting is set for May 21.

Assurant Lifts 2026 Outlook as Q1 Adjusted EPS Rises 76%stocktitan.netAIZ Maintained by Truist Securities -- Price Target Raised to $290gurufocus.comAssurant (AIZ) CFO Keith Meier sells 25,000 shares under 10b5-1 planstocktitan.net

Assurant reported its strongest quarter in company history on May 5, with Q1 2026 revenue up 11.4% to $3.42B, net income of $274.1M, and adjusted EPS of $5.95 (+76% YoY, beating $5.35 estimate). Adjusted EBITDA reached $466M. CEO Keith Demmings highlighted expanded client programs, new mobile partnerships including a major T-Mobile migration, and double-digit growth in both Connected Living and Automotive segments. The company raised 2026 enterprise outlook, now expecting Adjusted EBITDA and EPS (ex-cat) to grow low single digits (high single digits ex-PYD impact), with Global Lifestyle EBITDA expected to grow ~10%. Q1 buybacks totaled $125M plus $30M between April 1 and May 1. Truist Securities (Mark Hughes) maintained Buy and raised PT from $280 to $290 on May 7. Annual Meeting set for May 21. Shares rose 4.2% on May 14 to $252.72.

Assurant Lifts 2026 Outlook as Q1 Adjusted EPS Rises 76%stocktitan.netAssurant Q1 2026 slides reveal strongest quarter in company historyinvesting.comAIZ Maintained by Truist Securities -- Price Target Raised to $290gurufocus.com

Assurant shares rose 4%+ after Morgan Stanley upgraded the stock to Overweight from Equal Weight and raised its PT to $285 from $240. Q1 2026 results delivered an adjusted EPS of $5.95 versus the $5.35 consensus (+76% YoY) on revenue of $3.42B (+11.3% YoY beat). The quarter was the strongest in company history, driven by Global Lifestyle outperformance including a major mobile-protection migration with T-Mobile and double-digit growth in Connected Living and Global Automotive. The company raised FY26 adjusted EBITDA and EPS outlook (low single digits ex-cat; high single digits ex-prior-year reserve development), with Global Lifestyle now expected to grow ~10%. Truist raised PT to $290 from $280 (May 7). Shares hit an all-time high near $246.82. Risk: stock has rallied 13% in 3 months and GF Value flags overvaluation after the 4.2% rally.

Assurant Shares Rise After Morgan Stanley Upgrademarketscreener.comAssurant Lifts 2026 Outlook as Q1 Adjusted EPS Rises 76%stocktitan.netAIZ Maintained by Truist Securities -- PT Raised to $290gurufocus.com

Assurant reported a record Q1 2026 with adjusted EPS of $5.95, up 76% YoY and well above consensus of $5.33, while revenue rose 11.4% to $3.4 billion on strong investment income and segment growth. Global Lifestyle was the primary growth driver with adjusted EBITDA up 20% YoY to $237 million. The company raised its full-year 2026 outlook, expecting adjusted EBITDA and adjusted EPS (ex-catastrophes) to grow low single digits, or high single digits excluding lower favorable prior year reserve development. AIZ shares reached an all-time high of $246.82, and Assurant has now raised its dividend for 22 consecutive years. BMO Capital reiterated a Buy rating, with consensus average target around $256.83. Risks include catastrophe loss volatility and softer reserve development going forward.

Assurant Q1 2026 slides: record quarter drives raised outlookinvesting.comAssurant stock reaches all-time high at 246.82 USDinvesting.comAssurant (NYSE:AIZ) Reaches New 1-Year Hightickerreport.com

Assurant reported Q1 2026 results on May 5 with adjusted EPS of $6.33 ex-catastrophes (reported $5.95 vs. $5.35 consensus) and revenue up 11.3% YoY to $3.42 billion — what management called the strongest quarter in company history. Global Lifestyle was the standout with 20% adjusted EBITDA growth, and total adjusted EBITDA reached $466 million. The company raised its full-year outlook to low-single-digit adjusted EBITDA/EPS growth ex-catastrophes (high-single-digits ex-favorable prior-year reserve development) and now expects to repurchase $300-$350 million in shares (top end of guide). On May 7, Truist's Mark Hughes maintained Buy and raised the PT to $290 from $280. Risk: hurricane-season catastrophe exposure remains the key downside swing factor.

Assurant Increases Full Year Outlook on Record First Quarter Resultsbusinesswire.comAssurant (AIZ) Q1 2026 Earnings Call Transcriptfinance.yahoo.comAIZ Maintained by Truist Securities -- Price Target Raised to $290gurufocus.com

On May 7, Truist analyst Mark Hughes raised AIZ's price target to $290 from $280 and maintained a Buy rating following the May 5 earnings beat. Q1 2026 adjusted EPS came in at $5.95 vs. $5.35 consensus on revenue of $3.42B (+11.3% YoY) — the strongest quarter in company history. Management raised the full-year outlook with Global Lifestyle adjusted EBITDA now expected to grow ~10%. The company returned $169M to shareholders in Q1 and bought back another $30M in shares between April 1 and May 1. Bear case: Global Housing is still expected to decline modestly, and catastrophe exposure remains a structural risk into hurricane season.

AIZ Maintained by Truist Securities -- Price Target Raised to $290gurufocus.comAssurant Increases Full Year Outlook on Record First Quarter Resultsbusinesswire.com

Assurant reported Q1 2026 results on May 5-6, with EPS of $5.95 beating the $5.35 estimate and revenue of $3.44B beating $3.33B estimates. Management called it the strongest quarter in company history, driven by record earnings in Global Lifestyle (20% adjusted EBITDA growth) and Connected Living (18% growth to $147M). The company repurchased $125M in shares in Q1 plus an additional $30M between April 1 and May 1, and returned $169M total to shareholders including $44M in dividends. Based on strong Q1 performance, Assurant raised its full-year outlook for adjusted EBITDA and EPS. On May 7, Truist Securities maintained Buy and raised its PT to $290 from $280.

Assurant Q1 2026 slides reveal strongest quarter in company historyinvesting.comAIZ Maintained by Truist Securities -- Price Target Raised to $290gurufocus.comAssurant Q1 2026 Earnings Call Transcriptfool.com

Assurant delivered exceptional Q1 2026 results with $5.95 adjusted EPS (76% YoY increase), beating forecasts by 11.84%, and $3.4B revenue (+3.64% beat). Global Automotive grew 23% with adjusted EBITDA of $90M vs. $73M prior year. The company raised full-year guidance, plans $300-350M in share repurchases, and expanded strategic initiatives including F&I On Demand for dealerships and home warranty partnerships. Stock rose 3.5% to $238.02 in premarket trading.

Assurant Increases Full Year Outlook on Record Q1 Resultsbusinesswire.comAssurant Q1 2026 strongest quarter in company historyinvesting.com

Assurant reported record Q1 2026 results on May 5 with adjusted EPS of $5.95, up 76% YoY, and $3.4B revenue driven by strong investment income and segment growth. The company raised full-year guidance for adjusted EBITDA and EPS, secured major partnerships with leading carriers and retailers, and increased share repurchase guidance to $300-350M, signaling confidence in cash generation.

Assurant Increases Full Year Outlook on Record First Quarter Resultsbusinesswire.comAssurant Q1 2026 Earnings Resultsfinance.yahoo.com

Assurant reported exceptional Q1 2026 results with record earnings and revenue. EPS of $5.95 beat forecasted $5.32 by 11.84%, while revenue of $3.42 billion exceeded expectations by 3.64%. The company raised its full-year 2026 outlook, with adjusted EBITDA expected to increase low single digits and Global Lifestyle Adjusted EBITDA projected to grow approximately 10%. Record performance was driven by Global Lifestyle segment. Company accelerated share repurchases during Q1 given strong free cash flows. Stock rose 3.5% to $238.02 in premarket trading. P/E ratio of 13.99 and PEG ratio of 0.8 suggest attractive valuation.

Assurant Increases Full Year Outlook on Record First Quarter Resultsinsurancenewsnet.comAssurant Q1 2026 Earnings Resultsmarketbeat.comAssurant Latest Stock Newsfinance.yahoo.com