Kemper Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.5%projected annual EPS growth
Analyst Coverage
3analysts covering
FY Revenue (est.)
$4.6Bnext fiscal year
FY EPS (est.)
$2.01next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Adjusted Consolidated Net Operating Income Quarterly12.5MTarget: Consistent growth and recovery to historical levels
Specialty Property & Casualty Combined Ratio Quarterly106.2%Target: Under 100 (profitable underwriting)%
Specialty Commercial Automobile Policies in Force (PIF) Growth Quarterly10.0%Target: Double-digit year-over-year growth
Watch Items
- California Non-Standard Auto Insurance Loss CostsTrigger: Further deterioration in California loss ratios or regulatory delays in rate approvalsAction: Accelerate non-rate actions, restrict new business writing in high-risk zip codes, and engage with state regulators.
- CEO Transition and Strategic Repositioning under Stephen J. McAnenaTrigger: Departure from core specialty auto focus or failure to execute on the $60 million cost-savings initiativeAction: Re-evaluate the turnaround timeline and adjust the base-case valuation multiples downward.
Research as of 20 Jun 2026