Assurant Earnings Update and Market Trends

Assurant's latest earnings report showed a significant increase in net operating income, rising to $434 million in Q2 2022.

This marks a notable improvement from the same period in 2021, where net operating income was $364 million.

Assurant's earnings beat market expectations, with the company citing strong performances in its global life and health business and its property and casualty business.

The company's stock price responded positively to the news, with a 5% increase in the days following the earnings release.

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Assurant's analyst opinions have been overwhelmingly positive, with several firms maintaining a "Buy" rating despite a recent tumble in stock price. Bank of America Merrill Lynch, Piper Sandler, and UBS have all maintained their "Buy" ratings in recent months.

Piper Sandler has been particularly bullish on Assurant, upgrading its rating to "Buy" in June 2023 and maintaining that rating through at least July 2024. The firm has also maintained its "Buy" rating since January 2024, with a price target of $205 as of July 2024.

Here are some key analyst opinions on Assurant:

Analyst Opinions play a significant role in shaping investor sentiment. Analysts from top firms like Bank of America Merrill Lynch, Piper Sandler, and UBS have been following Assurant closely.

Bank of America Merrill Lynch has maintained a Buy rating for Assurant since at least July 11, 2024, with a price target of $222. Piper Sandler has also been consistently optimistic, maintaining a Buy rating since June 28, 2024, with a price target of $205.

Piper Sandler upgraded their rating to Buy on June 13, 2023, with a price target of $144. This upgrade was a significant move, indicating confidence in Assurant's growth potential.

Keefe, Bruyette & Woods, Inc. has been less bullish, maintaining a Hold rating for Assurant since May 15, 2024, with a price target of $186. However, they did upgrade their rating to Buy on March 21, 2023, with a price target of $152.

Here's a summary of the analyst opinions:

As an investor, it's essential to stay informed about a company's past events, especially when it comes to their earnings reports and annual general meetings. Assurant's past events reveal a pattern of growth, with their earnings reports showing an upward trend.

Their Q3 2024 earnings report was a notable highlight, with an actual earnings per share (EPS) of $2.550 USD. This is a significant improvement from their Q3 2023 earnings report, which had an actual EPS of $3.420 USD.

Assurant's annual general meetings also provide valuable insights into the company's financial health. In 2022, their annual general meeting saw an actual EPS of $22.830 USD, a substantial increase from previous years.

Here's a breakdown of Assurant's past earnings reports and annual general meetings:

Assurant's past events demonstrate a commitment to transparency and financial stability. As an investor, it's essential to stay informed about these events to make informed decisions about your investments.

As an investor, it's essential to understand how your stocks are performing compared to the market and industry. Shareholder returns can be a great indicator of this.

AIZ, the company we're looking at, has had a decent past year, with a 15.2% return. This is lower than the US Insurance industry, which returned 20.9% over the same period.

Here's a brief comparison of AIZ's performance with the US Market and US Insurance industry:

AIZ matched the US Market's return of 14.7% over the past year, but underperformed the US Insurance industry.

Assurant Inc. shares took a tumble after disappointing fourth-quarter results, leaving investors wondering if this weakness is a buying opportunity.

The company's recent performance is a clear indication that investors are not yet convinced of Assurant's future prospects.

AIZ's price volatility has been relatively stable compared to the US market, with an average weekly movement of 2.9%, which is lower than the market average movement of 6.1%.

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However, it's worth noting that AIZ's volatility is higher than the insurance industry average of 3.9%.

Here's a comparison of AIZ's volatility with other stocks in the US market:

As you can see, AIZ's volatility is significantly lower than the most volatile stocks in the US market, but still higher than the least volatile stocks.

Assurant's sales per share have been steadily increasing over the years, reaching a high of $206.97 in 2023.

The company's P/E ratio has been relatively stable, ranging from 10.73 in 2017 to 14.10 in 2023.

In terms of dividend yield, Assurant has maintained a consistent rate, with a yield of 1.67% in 2023.

Here's a comparison of Assurant's performance to the S&P 500 over various time periods:

Estimates in USD are an essential aspect of understanding a company's financial performance. Revenue estimates for Assurant in 2026 are projected to be around $12,652 USD.

The number of analysts providing estimates varies by quarter, but it's always a good idea to consider multiple perspectives. In the current quarter ending 03/31/25, there are 6 analysts providing estimates.

Average revenue estimates for Assurant in 2026 are significantly higher than the previous year's estimates. The average estimate for 2026 is $19,116 USD, compared to $17,896 USD for 2025.

Earnings per share (EPS) estimates are also an important metric to consider. In the current quarter ending 03/31/25, the average EPS estimate is $4.711 USD.

Here's a summary of the average revenue and EPS estimates for Assurant in 2026:

By considering these estimates, investors and analysts can gain a better understanding of Assurant's financial performance and make more informed decisions.

Assurant's performance is impressive when compared to the S&P. The company's 1-year return of +29.26% far surpasses the S&P's 1-year return of +23.12%.

Over a 5-year period, Assurant's return of +70.87% is also significantly higher than the S&P's return of +87.27%. However, if we look at the 5-year annualized return, Assurant's +11.31% is lower than the S&P's +13.35%.

Since its IPO, Assurant's return is staggering, with a +1,158% increase compared to the S&P's +435%.

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Assurant's Q4 2020 earnings were for the period ending December 31, 2020, as seen in the AIZ earnings call transcript.

Assurant Inc (AIZ) reported its Q4 2020 earnings through an earnings call transcript.

The period in question ended on December 31, 2020.

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