
Financials · Multi-line Insurance
$261.18
+2.14%
Vol: 47K
Monday, June 15, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
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 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 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 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 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 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 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.
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.
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 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 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 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.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AIGAMERICAN | $75.70 | -3.71% | +0.3% | 8.8x | 0.54 | $41.7B |
| LLOEWS | $108.35 | -0.76% | +1.1% | 37.6x | 0.56 | $22.5B |
| AIZASSURANT | $261.18 | +2.14% | -1.0% | 11.4x | 0.56 | $12.7B |
| BRK.BBERKSHIRE | $490.47 | +2.19% | -1.7% | 22.5x | 0.62 | $1.04T |
| JPMJPMORGAN | $322.55 | +6.45% | +0.8% | 12.9x | 1.02 | $811.9B |
| VVISA | $324.62 | -1.96% | -0.5% | 22.3x | 0.78 | $629.7B |
Price above both MAs — bullish structure.