Assurant, Inc. (AIZ) earnings on August 4, 2026
Prior outlook: No statistical edge
Assurant's stock rose 6.84% after beating profit and sales estimates and signaling more share buybacks. The price reached an intraday high of 7.09%.
AIZ price around the earnings
301.57
Change: +6.8%
2026-08-05, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: No statistical edge
- Thesis published
- Results released
Strong earnings history but retail crowded with minimal analyst upside; trend strength cooled into event.
Context analyzed before publication
- Trend
- Score collapsed from 56.1 to 9.3 over 6 days — trend strength cooled significantly.
Analysts
Evidence
- Analyst consensus
- Strong buy
- Consensus average (1-5)
- 1.5
- Analysts covering the stock
- 6
- Average price target
- 293
- Lowest price target
- 274
- Highest price target
- 310
- Upside to price target
- 3.7%
- Quarterly earnings growth
- 87%
- Revenue growth
- 11.3%
- Forward EPS
- 22.56
- Trailing EPS
- 19.51
- Analyst moves in the last 60 days
- 3
- Strong buy: 3
- Buy: 3
- Hold: 0
- Sell: 0
- Strong sell: 0
- Strong buy
- 3
- Buy
- 3
- Hold
- 0
- Sell
- 0
- Strong sell
- 0
- July 8, 2026 · Keefe, Bruyette & Woods: Maintains rating (Outperform → Outperform)
- July 6, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
- June 17, 2026 · Truist Securities: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (2)
- Keefe, Bruyette & Woods Maintains Outperform on Assurant, Raises Price Target to $310 (opens in a new tab) — Benzinga
- Morgan Stanley Maintains Overweight on Assurant, Raises Price Target to $300 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 282.8
- Average true range (ATR)
- 1.6%
- Distance to 52-week high
- -0.2%
- 14-day change (14d)
- +2.5%
- 30-day change (32d)
- +1.2%
- 30-day relative strength
- -0.6%
- SPY change (32d)
- +1.7%
- Nearest support
- 282.64
- Distance to nearest support
- 0.1%
- Nearest resistance
- 284.27
- Distance to nearest resistance
- 0.5%
- Volume accumulation ratio (14d / 46d)
- 0.94
- Mid: 282.64 (0.1% away, 0.04 ATR, 13 touches)
- Mid: 281.63 (0.4% away, 0.26 ATR, 4 touches)
- Mid: 280.23 (0.9% away, 0.57 ATR, 14 touches)
- Mid: 284.27 (0.5% away, 0.33 ATR, 10 touches)
Trends
Evidence
- Average earnings surprise
- +15.5%
- May 5, 2026: actual EPS 5.95 vs estimate 5.33 (surprise +11.7%)
- February 10, 2026: actual EPS 5.61 vs estimate 5.5 (surprise +1.9%)
- November 4, 2025: actual EPS 5.73 vs estimate 4.28 (surprise +34.0%)
- August 5, 2025: actual EPS 5.1 vs estimate 4.45 (surprise +14.5%)
Expected move
- Implied move
- +1.8%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 2.6%
- 75th percentile move
- 7.3%
- 90th percentile move
- 10.3%
- Up / down moves
- 10 / 9
- Average up move
- +5.6%
- Average down move
- -3.4%
Monitoring and close
What Assurant, Inc. reported
- Status
- Finished
| Actual EPS | 6.41 |
|---|---|
| EPS estimate | 5.18 |
| EPS surprise | +23.7% |
| Revenue | $3,454 million |
| Revenue estimate | $3,431 million |
| Revenue surprise | +0.7% |
Assurant beat Q2 expectations with adjusted EPS of $6.41 and revenue of $3.454 billion. The company now expects share repurchases toward the upper end of its range.
Sources (4)
- Assurant’s (NYSE:AIZ) Q2 CY2026 Sales Beat Estimates (opens in a new tab) — StockStory
- Assurant Now Expects Share Repurchases Toward The Upper End Of Its $300M-$350M Range (opens in a new tab) — Benzinga
- Assurant beat expectations in Q2: adjusted EPS of $6.41 versus $5.18 estimated, and revenue of $3.454 billion versus $3.431 billion. — Benzinga
- Assurant Q2 Adj. EPS $6.41 Beats $5.18 Estimate, Sales $3.454B Beat $3.431B Estimate (opens in a new tab) — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, the results beat expectations on both earnings and revenue, and the price is indicating +1.3% pre-market, a move below the stock's usual reaction (about 3%). The figures don't confirm the prior scenario: there was no prior directional scenario to check against.
How the stock reacted
- Consolidated
- +6.8%
- Max move
- +7.1%
No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.