3 Insurance Stocks That Concern Us
The article identifies three insurance stocks—Assurant (AIZ), RenaissanceRe (RNR), and Everest Group (EG)—that raise concerns despite the insurance industry's overall growth. It details specific financial and growth headwinds for each company, such as underperforming earnings, stagnant net premiums, and projected sales declines, advising investors to approach them cautiously. The analysis points to insurtech disruptors as a key factor in traditional insurers losing market share.
Resilient Assurant stock holds above $280 as new institutional buying meets upgraded earnings outloo
Assurant Inc. stock is trading above $280 in late August 2026, supported by new institutional buying and rising earnings forecasts. Analysts maintain a consensus buy rating with an average price target of $316.57, indicating a potential 12.2% upside. The company also offers a quarterly dividend of $0.88 per share, corresponding to a 1.2% forward dividend yield, making it attractive to investors seeking both growth and income.
Great Lakes Advisors LLC Takes Position in NiSource, Inc $NI
Great Lakes Advisors LLC has acquired a new position in NiSource, Inc (NYSE:NI) during the second quarter, purchasing 79,778 shares valued at approximately $3.79 million. Other institutional investors like Vanguard Group Inc. and BlackRock Inc. also hold significant stakes in the utility provider. NiSource announced a quarterly dividend of $0.30, payable on November 20th, and maintains a "Moderate Buy" consensus rating from Wall Street analysts with a target price of $49.82.
Assurant Inc. stock outperforms competitors on strong trading day
Assurant Inc. (AIZ) saw its stock rise by 1.33% to $282.00 on Thursday, outperforming the broader market which experienced a downturn. This gain for Assurant came despite the S&P 500 Index and Dow Jones Industrial Average both falling, breaking a three-day losing streak for the company's shares.
Assurant (AIZ) Upgraded to Buy: What Does It Mean for the Stock?
Assurant (AIZ) has been upgraded to a Zacks Rank #2 (Buy), primarily due to an upward trend in its earnings estimates. This upgrade suggests an improvement in the company's underlying business and its earnings outlook, which is a powerful indicator for potential stock price movement. Investors are encouraged to consider this positive development, as the Zacks Rank system has a strong track record of identifying stocks likely to outperform.
Assurant stock holds near $280 as recent earnings beat lifts outlook
Assurant Inc. (AIZ) stock is holding near $280 after reporting quarterly earnings and revenue that exceeded market expectations. Analysts have updated their forecasts positively, with a consensus "buy" rating and an average price target of $316.57, suggesting potential upside. The specialty insurer also declared a quarterly dividend of $0.88 per share and is known for its mobile device protection solutions.
Prudential HCL Health Insurance starts operations in India
Prudential HCL Health Insurance, a joint venture between Prudential plc and HCL Group, has officially begun operations in India. The company will leverage AI-powered experiences and products, aiming to serve the evolving healthcare needs of Indian families through an omnichannel model combining agency networks and a direct-to-consumer digital platform. With access to over 12,000 hospitals, it seeks to capture a share of India's significant health insurance market.
Morgan Stanley Maintains Assurant(AIZ.US) With Buy Rating, Raises Target Price to $320
Morgan Stanley has reiterated its Buy rating on Assurant (AIZ.US) and increased the price target to $320. This indicates a positive outlook from the financial firm regarding the company's future performance and stock value.
AIZ Maintained by Morgan Stanley -- Price Target Raised to $320
Morgan Stanley has maintained its "Overweight" rating for Assurant (AIZ) and raised its price target from $300 to $320, indicating a positive outlook. Despite this, GuruFocus indicates AIZ is 14.6% overvalued with a GF Value™ of $244.45 compared to its current price of $280.07. While the company has a strong GF Score™ of 87/100, significant insider selling in the last three months could be a concern for investors.
Assurant, Inc. Stock 12‑Month Price Target Raised to $322.33, Implies 15% Upside
Assurant, Inc. (AIZ) has seen its average 12-month price target increase from $319 to $322.33, based on estimates from 6 analysts, with forecasts ranging from $274 to $355 per share. This updated target suggests a potential upside of approximately 15% from its recent closing price. The consensus rating for the stock remains "Buy" among 10 analysts, comprising 8 Buys, 1 Hold, and 1 Sell.
Assurant stock extends strong run as valuation debate heats up
Assurant stock has seen a significant 28% increase in recent months, outperforming the S&P 500, leading to a closer examination of its profit trends and valuation. The company's service-led growth strategy, particularly in device protection, is cited as a key driver for its strong performance and the market's willingness to assign a premium valuation of 2.2 times forward price-to-book. Investors are now focused on whether this profit growth and premium valuation can be sustained amidst a heating debate about remaining upside for the shares.
Assurant’s Q2 Earnings Beat And Capital Returns Could Be A Game Changer For AIZ
Assurant (AIZ) reported strong Q2 2026 results with significant revenue and net income, alongside a quarterly dividend and ongoing share repurchases. These financial moves highlight management's commitment to returning capital to shareholders while expanding its connected protection offerings. The company's investment narrative focuses on growth in fee-based protection services, though regulatory risks in lender-placed insurance remain a concern, potentially impacting its projected fair value.
Assurant Inc stock hits 52-week low at 18.52 USD
Assurant Inc. (AIZN) stock has fallen to a 52-week low of $18.49, marking a significant decline of 3.79% over the past year and 10.38% over six months. Despite this volatility, the company, valued at $13.87 billion, maintains a P/E ratio of 13.87 and has a "GREAT" financial health score from InvestingPro. This milestone highlights the challenges and fluctuating market conditions affecting the company's performance.
Assurant Inc stock hits 52-week low at 18.52 USD By Investing.com
Assurant Inc. (AIZN) stock has fallen to a 52-week low of $18.49, marking a 3.79% decline over the past year and 10.38% over six months. Despite this dip, the $13.87 billion company maintains a P/E ratio of 13.87 and earnings per share of $20.88, with InvestingPro assigning it a "GREAT" Financial Health score of 3.0. The decline highlights market volatility, prompting close monitoring by stakeholders.
Assurant Inc stock hits 52-week low at 18.52 USD By Investing.com
Assurant Inc (AIZN) stock has hit a 52-week low of $18.49, marking a 3.79% decline over the past year and 10.38% over six months. Despite this volatility, the $13.87 billion company maintains a P/E ratio of 13.87 and has a "GREAT" Financial Health score of 3.0 from InvestingPro. This milestone highlights challenges and prompts stakeholders to closely monitor the company's future performance.
Assurant’s Q2 Earnings Beat And Capital Returns Could Be A Game Changer For AIZ
Assurant (AIZ) reported strong Q2 2026 results with US$3,454.2 million in revenue and US$298.6 million in net income, along with a US$0.88 quarterly dividend and significant share repurchases. These financial results reinforce management's commitment to returning capital to shareholders while scaling its connected protection services. Despite a positive earnings report, the company's investment narrative remains focused on growth in connected device protection, balanced against regulatory risks in lender-placed insurance and competitive pressures.
Everest Group Lags Industry, Trades at a Discount: Time to Hold?
Everest Group (EG) has underperformed its industry, with its shares rising 5.2% compared to the industry's 9.9% growth, largely due to a Q2 earnings miss and other factors. Despite this, EG trades at an attractive valuation with a strong growth projection for 2026 and 2027 earnings and revenues, and maintains a high return on invested capital. The company's reinsurance treaty, global wholesale & specialty business growth, international expansion, and expanding third-party capital platform are key drivers, although risks like softening property catastrophe pricing, foreign exchange volatility, and geopolitical events remain concerns.
Dockside LLC Takes $11.70 Million Position in Assurant, Inc. $AIZ
Dockside LLC has acquired a new stake of 43,551 shares in Assurant, Inc. (NYSE:AIZ) valued at approximately $11.7 million, making it their largest holding. Assurant recently reported strong quarterly earnings, beating estimates with $6.41 EPS and 9.4% revenue growth, and declared a quarterly dividend of $0.88 per share. Despite some insider selling, institutional investors hold a significant portion of the company, and analysts maintain a consensus "Buy" rating with an average price target of $313.71.
MBIA (MBI) Gets a Buy from KBW
KBW analyst Thomas McJoynt Griffith has reiterated a Buy rating for MBIA (MBI) and set a price target of $7.00. This recommendation comes despite the company reporting a GAAP net loss of $46 million on revenues of $27 million for the quarter ending June 30, though this was an improvement from the previous year's $56 million net loss on $23 million revenue. The Street generally holds a Moderate Buy consensus for MBIA, with an average price target matching KBW's $7.00.
Everest Group Lags Industry, Trades at a Discount: Time to Hold?
Everest Group (EG) has underperformed its industry, with shares rising 5.2% against the industry's 9.9% growth, largely due to an earnings miss, declining premium volumes, and reduced investment income. Despite trading at a discount with an attractive valuation (Value Score A) and strong return on invested capital, the company faces risks from softening property catastrophe reinsurance pricing, foreign exchange volatility, and potential large catastrophe losses. Analysts maintain a "Hold" rating, suggesting a wait-and-see approach.
Elastic Target of Unusually High Options Trading (NYSE:ESTC)
Elastic N.V. (NYSE:ESTC) experienced unusually high options trading, with investors purchasing 4,771 call options, a 101% increase above the average. This activity follows solid quarterly results where Elastic reported adjusted EPS of $0.61 and a 16% year-over-year revenue increase to $450.68 million. Analyst sentiment for ESTC is moderately bullish, with a consensus "Moderate Buy" rating and an average price target of $80.33.
T. Rowe Price Investment Management (AIZ) reports 4.9% Assurant stake in 13G/A
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, reporting a 4.9% beneficial ownership stake in Assurant Inc. (AIZ), totaling 2,427,220 shares. The firm holds sole voting power over 2,418,152 shares and sole dispositive power over all 2,427,220 shares, explicitly denying beneficial ownership to avoid any construed admission. This filing provides detailed figures on the investment firm's holding in Assurant common stock.
Analysts’ Opinions Are Mixed on These Financial Stocks: Bank Of Montreal (BMO), Hong Kong Exchanges & Clearing (OtherHKXCF) and Assurant (AIZ)
The article provides an overview of analyst ratings for three financial stocks: Bank Of Montreal (BMO), Hong Kong Exchanges & Clearing (HKXCF), and Assurant (AIZ). Jefferies maintained a Hold rating on BMO, while Morgan Stanley and UBS reiterated Buy ratings for HKXCF and AIZ, respectively. The analysis includes price targets, analyst success rates, and overall Street consensus for each company.
Assurant, Inc. (NYSE:AIZ) to Issue Quarterly Dividend of $0.88
Assurant, Inc. (NYSE:AIZ) has declared a quarterly dividend of $0.88 per share, payable on September 28 to shareholders of record as of August 31, representing an annualized dividend of $3.52 and a yield of 1.3%. The company has a strong dividend history, having increased its dividend for 21 consecutive years, with a low payout ratio of 18.1% suggesting excellent coverage by earnings. Assurant recently reported strong quarterly earnings, beating analyst estimates with EPS of $6.41 and revenue of $3.45 billion, marking a 9.4% year-over-year increase.
Assurant Keeps Quarterly Dividend at $0.88 a Share, Payable Sept. 28 to Holders of Record Aug. 31
Assurant, Inc. has declared a quarterly dividend of $0.88 per share, which will be payable on September 28, 2026, to shareholders of record as of August 31, 2026. This announcement indicates the company's consistent return of value to its investors through dividends. The news was published on August 13, 2026, at 05:53 pm EDT.
Assenagon Asset Management S.A. Decreases Stake in Assurant, Inc. $AIZ
Assenagon Asset Management S.A. reduced its stake in Assurant, Inc. by 32.3% during the second quarter, selling 4,193 shares and retaining 8,807 shares valued at approximately $2.37 million. Despite this reduction, institutional investors collectively own 92.65% of Assurant, and analysts maintain a consensus "Buy" rating with an average price target of $313.71. Assurant recently reported strong quarterly earnings, beating estimates with $6.41 EPS and achieving a 9.4% year-over-year revenue increase to $3.45 billion.
Assurant declares quarterly dividend of $0.88 per share
Assurant, Inc. (NYSE:AIZ) has announced that its Board of Directors declared a quarterly dividend of $0.88 per share of common stock. This dividend will be payable on September 28, 2026, to shareholders of record as of August 31, 2026. Future dividend declarations will be at the discretion of the Board, based on various financial and operational factors.
AIZ Maintained by UBS -- Price Target Raised to $331.00
UBS analyst Brian Meredith has maintained a "Buy" rating on Assurant (AIZ) and raised its price target from $274.00 to $331.00, reflecting confidence in the company's future performance in the insurance sector. Despite the positive analyst outlook and a strong GF Score of 88/100, Assurant is considered 15.1% overvalued according to GuruFocus's GF Value, with insider selling also noted. Investors are advised to balance growth potential with valuation concerns and insider activity.
Assurant declares quarterly dividend of $0.88 per share By Investing.com
Assurant, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.88 per share of common stock. The dividend will be payable on September 28, 2026, to stockholders of record as of August 31, 2026. Future dividend declarations will be at the discretion of the Board and contingent on various financial and regulatory factors.
Assurant Board of Directors Declares Quarterly Dividend of $0.88 per Common Share
Assurant, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.88 per common share. This dividend will be payable on September 28, 2026, to stockholders of record as of August 31, 2026. Future dividend declarations will depend on the company's financial performance, capital needs, and other factors.
Assurant Board of Directors Declares Quarterly Dividend of $0.88 per Common Share
Assurant, Inc. announced that its Board of Directors declared a quarterly dividend of $0.88 per share of common stock. The dividend is payable on September 28, 2026, to stockholders of record as of August 31, 2026. Future dividend declarations will be at the discretion of the Board and depend on the company's financial performance and other considerations.
UBS Adjusts Assurant Price Target to $331 From $274, Maintains Buy Rating
UBS has increased its price target for Assurant (AIZ) to $331 from $274, while reiterating a Buy rating on the stock. This adjustment reflects a positive outlook for the company, which specializes in property & casualty insurance and credit-related insurance products. The news comes amid other analyst updates and recent strong financial results reported by Assurant.
Moody’s Corporation Elects Keith Demmings to Board of Directors
Moody's Corporation announced the election of Keith Demmings, President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience in the insurance sector and global operations to Moody's board. His appointment is expected to enhance Moody's focus on providing data and insights for risk management in an increasingly complex world.
Die Moody’s Corporation wählt Keith Demmings in den Vorstand
Moody's Corporation announced that Keith Demmings has been elected to its Board of Directors, effective November 1, 2026. Demmings, currently President and CEO of Assurant, brings extensive global operational experience and insurance industry expertise to the board. His appointment is expected to strengthen Moody's focus on supporting clients with data, insights, and solutions in an increasingly complex world.
Moody's Corporation (MCO) Appoints Keith Demmings to Board of Directors
Moody's Corporation (MCO) has announced the appointment of Keith Demmings, the current President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience leading global businesses and will receive an annual cash retainer and a restricted stock unit award as compensation. This appointment aligns with Moody's governance as Demmings has no prior relationships or conflicts of interest with the company's existing directors or executive officers.
WD-40 (NASDAQ:WDFC) Insider Patricia Olsem Sells 300 Shares
Patricia Olsem, an insider at WD-40, sold 300 shares of the company's stock for over $70,000, reducing her stake by nearly 6%. This sale follows WD-40's strong quarterly performance, which surpassed analyst expectations for both EPS and revenue, with revenue growing 24.3% year-over-year. The company maintains a "Buy" consensus rating from analysts with a target price of $305.00 and offers a quarterly dividend.
Moody’s Corporation Elects Keith Demmings to Board of Directors
Moody’s Corporation announced the election of Keith Demmings, President and CEO of Assurant, Inc., to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience in the insurance sector and leadership across global operations. The company expects his expertise in managing risk and his global operating experience to be valuable assets to the board.
The 5 Most Interesting Analyst Questions From Assurant’s Q2 Earnings Call
Assurant's Q2 earnings call revealed strong performance in its Global Lifestyle and Global Housing segments, with revenue, EPS, and EBITDA all surpassing analyst estimates. Analysts focused their questions on the sustainability of new client investments, the impact of moderating insurance markets, and growth in reverse logistics, as well as the effects of chip shortages and inflation. Management provided positive outlooks, citing scalability, stable placement rates, and effective cost management.
Assurant CEO Keith Demmings Set to Join Moody’s Board Nov. 1
Moody's Corporation announced that Keith Demmings, President and CEO of Assurant, Inc., has been elected to its Board of Directors, effective November 1, 2026. Demmings brings nearly three decades of experience in the insurance sector and global operations to the board. His expertise is expected to significantly contribute to Moody's focus on data, insights, and solutions for managing complex risks.
Reinsurance Group of America, Incorporated (NYSE:RGA) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Reinsurance Group of America (NYSE:RGA) has received a "Moderate Buy" consensus recommendation from eleven brokerages, with an average 12-month price target of $257.11. The company recently reported strong quarterly earnings of $8.89 per share, significantly beating estimates, and revenue increased by 18.5% year over year. RGA also increased its quarterly dividend from $0.93 to $0.98 per share, resulting in a 1.6% annualized yield.
Assurant Inc. stock outperforms competitors despite losses on the day
Assurant Inc. (AIZ) shares fell by 2.02% to $281.41 on Tuesday, marking its fourth consecutive day of losses. Despite this decline, the stock still outperformed the broader market, as the S&P 500 Index and Dow Jones Industrial Average also experienced losses. The article highlights Assurant's performance relative to its competitors during a generally negative trading session.
The 5 Most Interesting Analyst Questions From Assurant’s Q2 Earnings Call
Assurant (AIZ) reported a strong Q2 CY2026 with revenue, adjusted EPS, and EBITDA exceeding analyst estimates, driven by growth in mobile device protection, reverse logistics, and automotive partnerships. The article highlights five key analyst questions from the earnings call, focusing on the sustainability of new client investments, stability in insurance markets, growth in reverse logistics, impact of chip shortages, and claims inflation trends. The StockStory team will monitor new client program performance, technology investment impact, and capital deployment strategies in upcoming quarters.
'I think it's a business that can stealthily grow': Teich on Assurant Inc.
Bryden Teich, CIO and portfolio manager at Avenue Investment Management, shares his perspective on Assurant Inc., suggesting it is a business with potential for subtle growth. He discusses this during his appearance on BNN Bloomberg, offering insights into stocks for investors to consider. The article features a brief headline and an accompanying video.
Sei Investments Co. Grows Stock Holdings in Carter Bankshares, Inc. $CARE
Sei Investments Co. significantly increased its stake in Carter Bankshares, Inc. (NASDAQ:CARE) by 108.5% in the first quarter, now owning 80,379 shares valued at $1.87 million. Despite this, analyst sentiment remains neutral with an average "Hold" rating and a consensus price target below its current trading price. Carter Bankshares recently reported a miss on EPS and revenue estimates but declared a quarterly dividend of $0.10 per share.
Bank of America Corp DE Buys 4,460 Shares of Assurant, Inc. $AIZ
Bank of America Corp DE increased its stake in Assurant, Inc. (AIZ) by 1.3% in the first quarter, acquiring an additional 4,460 shares to a total of 361,210 shares valued at approximately $78.7 million. Institutional investors now hold 92.65% of AIZ, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $305.57. Assurant recently reported strong quarterly earnings of $6.41 EPS, surpassing estimates, and a 9.4% year-over-year revenue increase, along with maintaining an $0.88 quarterly dividend.
AIZ6151323 Latest News and Headlines
This page displays the latest news and headlines for Assurant, Inc. 5.55% 15-FEB-2036, identified by the FINRA identifier AIZ6151323. The content is sourced from TradingView, which provides market data and other financial tools. The page itself contains no specific news articles but rather a placeholder for future headlines.
Don't Ignore The Insider Selling In Assurant
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This Insider Has Just Sold Shares In Assurant
An Assurant (NYSE:AIZ) executive recently sold US$1.2 million worth of company stock, reducing their holding by 14%. While this was the largest insider sale in the past year, it occurred near the current share price, mitigating major concern. Despite insider sales, the company is showing earnings growth, though no insider buying has been recorded in the last twelve months.
Assurant, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Assurant, Inc. reported strong second-quarter results, exceeding analyst expectations for statutory profit per share, which led to a 4.9% increase in share price. Following these positive results, analysts have updated their financial models, raising their earnings per share estimates and increasing the consensus price target for Assurant, Inc. The company is projected to continue its historical revenue growth trends, outperforming the industry.
Assurant Inc (AIZ) EVP, Pres, Global Conn Living Nair Biju Sells 3,931 Shares
Nair Biju, EVP, President of Global Connected Living at Assurant Inc (AIZ), sold 3,931 shares of the company's stock for approximately $1.19 million. This sale contributes to a bearish insider trend for AIZ, with 11 insider sells and no buys over the past year. Despite some guru investors increasing their positions, GuruFocus's valuation model suggests the stock is modestly overvalued.
