Assurant IncAIZ
Price$263.50Intrinsic value$229.7113% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.9%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
6analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$13.9Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$22.03next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release3 Nov 2026
Q4 and Full Year 2026 Earnings Release9 Feb 2027
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA excluding reportable catastrophes Quarterly1.7BTarget: Low single-digit growth (or high single-digit growth on an underlying basis excluding prior year reserve development)
Adjusted earnings per diluted share excluding reportable catastrophes Quarterly2,281.0%Target: Low single-digit growth (or high single-digit growth on an underlying basis excluding prior year reserve development)
Global Lifestyle Adjusted EBITDA Quarterly801.3MTarget: Approximately 10% growth for full year 2026
Global Housing Adjusted EBITDA excluding reportable catastrophes Quarterly1.1BTarget: Modest decline for full year 2026
Watch Items
  • Prior Year Reserve Development (PYD) in Global HousingTrigger: Significant deviation from the $113 million favorable development recorded in 2025 ($19 million recorded in Q1 2026)Action: Re-evaluate full-year underlying growth projections and adjust segment EBITDA expectations accordingly.
  • Reportable Catastrophe LossesTrigger: Catastrophe losses exceeding budgeted annual reinsurance program retention levelsAction: Assess impact on GAAP net income and evaluate adequacy of the catastrophe reinsurance program structure.
  • Mobile Device Trade-In and Upgrade VolumesTrigger: Slowing smartphone upgrade cycles or lower carrier promotion activityAction: Adjust Global Lifestyle Connected Living revenue and EBITDA forecasts.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.