DOWLING & PARTN Weighs in on Assurant FY2026 Earnings

Posted by Brenda Bartman on May 28th, 2026

Assurant, Inc. (NYSE:AIZ – Free Report) – Equities research analysts at DOWLING & PARTN issued their FY2026 earnings estimates for shares of Assurant in a research note issued on Wednesday, May 20th. DOWLING & PARTN analyst D. Lukpanov forecasts that the financial services provider will post earnings of $21.00 per share for the year. The consensus estimate for Assurant’s current full-year earnings is $21.04 per share. DOWLING & PARTN also issued estimates for Assurant’s FY2027 earnings at $22.00 EPS.

Several other research firms also recently weighed in on AIZ. Morgan Stanley raised shares of Assurant from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $240.00 to $285.00 in a research report on Thursday, May 14th. Truist Financial boosted their target price on shares of Assurant from $280.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Keefe, Bruyette & Woods boosted their target price on shares of Assurant from $258.00 to $270.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 13th. Wall Street Zen downgraded shares of Assurant from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, Piper Sandler boosted their target price on shares of Assurant from $268.00 to $290.00 and gave the stock an “overweight” rating in a research report on Tuesday. Nine research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $275.83.

Read Our Latest Analysis on AIZ

Assurant Stock Down 1.6%

NYSE:AIZ opened at $251.79 on Thursday. The company has a market cap of $12.48 billion, a PE ratio of 12.88 and a beta of 0.56. Assurant has a twelve month low of $183.39 and a twelve month high of $260.96. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 0.38. The company’s 50 day moving average is $231.12 and its two-hundred day moving average is $230.73.

Assurant (NYSE:AIZ – Get Free Report) last released its earnings results on Tuesday, May 5th. The financial services provider reported $5.95 earnings per share for the quarter, topping the consensus estimate of $5.29 by $0.66. The company had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.29 billion. Assurant had a net margin of 7.60% and a return on equity of 20.32%. Assurant’s revenue was up 11.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.79 EPS.

Institutional Trading of Assurant

Several large investors have recently made changes to their positions in AIZ. Bank of New York Mellon Corp boosted its holdings in Assurant by 0.6% during the fourth quarter. Bank of New York Mellon Corp now owns 5,040,347 shares of the financial services provider’s stock worth $1,213,968,000 after buying an additional 29,974 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Assurant by 22.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,125,406 shares of the financial services provider’s stock worth $245,121,000 after buying an additional 205,767 shares in the last quarter. Fuller & Thaler Asset Management Inc. boosted its holdings in Assurant by 7.7% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 697,555 shares of the financial services provider’s stock worth $168,006,000 after buying an additional 49,698 shares in the last quarter. Norges Bank purchased a new stake in Assurant during the fourth quarter worth $161,574,000. Finally, Morgan Stanley boosted its holdings in Assurant by 5.2% during the fourth quarter. Morgan Stanley now owns 640,431 shares of the financial services provider’s stock worth $154,248,000 after buying an additional 31,432 shares in the last quarter. 92.65% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Assurant

In other news, EVP Jay Rosenblum sold 2,000 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $251.77, for a total value of $503,540.00. Following the sale, the executive vice president directly owned 12,764 shares of the company’s stock, valued at $3,213,592.28. This represents a 13.55% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Subhashish Sengupta sold 1,880 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $210.53, for a total transaction of $395,796.40. Following the completion of the sale, the executive vice president directly owned 2,895 shares in the company, valued at $609,484.35. This trade represents a 39.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 31,650 shares of company stock valued at $7,930,981 over the last quarter. Insiders own 0.54% of the company’s stock.

Assurant Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 8th will be issued a $0.88 dividend. This represents a $3.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, June 8th. Assurant’s dividend payout ratio is 18.01%.

Assurant Company Profile

(Get Free Report)

Assurant, Inc is a global provider of risk management products and services, specializing in the housing and lifestyle markets. The company offers insurance and related products designed to help consumers protect their homes, personal belongings, and electronic devices. Its core offerings include renters insurance, manufactured housing finance, flood insurance, mobile device protection plans, and extended service contracts for appliances and electronics.

Within its Global Housing segment, Assurant partners with mortgage lenders, financial institutions and government agencies to deliver specialty insurance and risk mitigation services.