Update shared on05 Sep 2025
Assurant’s price target was reaffirmed at $241.00, as analysts cited solid Q2 results, ongoing earnings momentum, and market share gains, despite broader sector headwinds and minimal change in key valuation metrics.
Analyst Commentary
- Bullish analysts point to Assurant's positive Q2 earnings momentum and upward earnings estimate revisions.
- Assurant is viewed as a value stock benefiting from favorable secular trends and less earnings volatility than traditional P&C carriers.
- The company is gaining market share from industry leader Asurion, supporting future growth prospects.
- Broader themes in the sector include increased competition in personal auto, cautious optimism in commercial lines growth, and softened reinsurance pricing.
- Most recent analyst updates reflect in-line Q2 results and sector-wide target increases following reassessment of Property & Casualty insurance market dynamics.
What's in the News
- Assurant partnered with Arcadium Technologies to integrate its Heavy Truck Extended Service Contract into Arcadium’s sales tools, streamlining quoting and contracting for dealership sales professionals.
- The company expanded its partnership with Holman, supporting thirty new dealerships following Holman’s acquisition of Leith Automotive Group with F&I products, sales and training, and program guidance.
- Assurant repurchased 452,000 shares for $87 million from April to August 2025, completing a total buyback of 1,873,177 shares for $399.09 million under its 2023 buyback plan.
- Assurant formed a strategic partnership with Plug, a D2C platform for certified pre-owned devices, enhancing Plug’s inventory and quality assurance, improving customer experience, and advancing device circularity efforts.
- The company expanded its partnership with Dr. Phone Fix, granting access to a nationwide supply of certified pre-owned smartphones for 35 Canadian retail locations, reinforcing their position in the growing pre-owned device market and supporting environmental sustainability.
Valuation Changes
Summary of Valuation Changes for Assurant
- The Consensus Analyst Price Target remained effectively unchanged, at $241.00.
- The Net Profit Margin for Assurant remained effectively unchanged, at 8.36%.
- The Future P/E for Assurant remained effectively unchanged, at 11.86x.
Disclaimer
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