Kemper Corporation

NYSE:KMPR 株式レポート

時価総額:US$1.7b

Kemper 配当と自社株買い

配当金 基準チェック /56

Kemperは配当を支払う会社で、現在の利回りは4.34%です。次の支払い日は 2nd June, 2026で、権利落ち日は18th May, 2026 。

主要情報

4.3%

配当利回り

17.1%

バイバック利回り

総株主利回り21.5%
将来の配当利回り4.4%
配当成長3.5%
次回配当支払日02 Jun 26
配当落ち日18 May 26
一株当たり配当金n/a
配当性向186%

最近の配当と自社株買いの更新

分析記事 Feb 08

Kemper (NYSE:KMPR) Is Paying Out A Dividend Of $0.32

Kemper Corporation ( NYSE:KMPR ) has announced that it will pay a dividend of $0.32 per share on the 3rd of March. This...

Recent updates

ナラティブの更新 May 15

KMPR: Index Shift And Repriced Expectations Will Shape Future Risk Reward Balance

Analysts have trimmed their price targets on Kemper, with the updated fair value estimate moving from $35.00 to $28.00 as they reassess assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in light of recent research. Analyst Commentary Recent Street research on Kemper reflects a cautious tone, with several bearish analysts reducing their fair value estimates in quick succession.
ナラティブの更新 Apr 23

KMPR: Index Move And Buybacks Will Face Cautious Execution Outlook

Analysts have trimmed their price target on Kemper by $8, reflecting updated views on revenue growth assumptions, profitability expectations, and valuation multiples highlighted in recent research from UBS and Citizens. Analyst Commentary Bearish analysts framing the new, lower price target are signalling greater caution around Kemper's ability to meet prior expectations on revenue growth and margins, and around what they are willing to pay for that profile.
Seeking Alpha Apr 19

The Bottom Fishing Club - Kemper: Clear Undervaluation With Leverage To Bond Rally

Summary Kemper Corporation shows a compelling breakout pattern with significant pent-up value, pointing to the potential for a major rally. Profitability was pressured in 2025 by regulatory changes and claims severity, but restructuring efforts and new product initiatives are underway. Analysts forecast strong cash flow and profitability improvement post-2026, supported by a substantial bond portfolio. KMPR offers attractive valuation metrics and limited downside, with potential for a +50% to +100% share price rally through 2027. Read the full article on Seeking Alpha
ナラティブの更新 Apr 08

KMPR: Index Shift And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price targets on Kemper by $9 to reflect more cautious views on the shares, citing updated research that includes a lower target from UBS and a downgrade from Citizens. Analyst Commentary Recent research takes a more measured stance on Kemper, with the lower price target and downgrade both pointing to a reassessment of how execution risks and growth potential line up with the current share price.
ナラティブの更新 Mar 24

KMPR: Share Repurchases And Execution Improvements Will Support Future Upside Potential

Analysts have lowered their price target on Kemper by $9, reflecting more cautious views following recent rating and target revisions, while keeping core valuation inputs broadly unchanged. Analyst Commentary Recent research updates on Kemper point to a more cautious stance, with the $9 reduction in the price target reflecting concerns about execution and risk, even as core valuation inputs appear largely intact.
ナラティブの更新 Mar 10

KMPR: Share Repurchases And Execution Progress Will Support Future Upside Potential

Analysts have trimmed their price target on Kemper by about $0.90 to roughly $57.30, reflecting refreshed assumptions around revenue growth, profit margin and future P/E multiples following recent target cuts and a downgrade from the Street. Analyst Commentary Recent Street research on Kemper has focused on resetting expectations around the share price, with one firm cutting its price target by US$9 and another moving to a more cautious stance on the stock.
ナラティブの更新 Feb 23

KMPR: Future Buybacks Will Face Cautious Execution Outlook And Higher Earnings Multiple

Analysts have trimmed their price target on Kemper by $9, reflecting lower assumed revenue growth and profit margins, along with a higher future P/E multiple. Analyst Commentary Recent research commentary around Kemper has tilted cautious, with bearish analysts adjusting expectations to reflect what they see as a tougher setup for revenue growth and profitability, even as valuation assumptions move higher.
ナラティブの更新 Feb 09

KMPR: Future Share Repurchases Will Likely Face Ongoing Multiple And Rating Pressure

Analysts have trimmed their price targets on Kemper, with recent research pointing to lower fair value expectations that reflect updated views on revenue growth, profitability, and P/E assumptions following target cuts such as the US$9 reduction cited by UBS and related rating changes. Analyst Commentary Recent research on Kemper has taken a more cautious tone, with price target reductions and rating changes signaling that some bearish analysts see a less favorable balance between risk and reward at current levels.
分析記事 Feb 08

Kemper (NYSE:KMPR) Is Paying Out A Dividend Of $0.32

Kemper Corporation ( NYSE:KMPR ) has announced that it will pay a dividend of $0.32 per share on the 3rd of March. This...
分析記事 Feb 07

Kemper Corporation Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for Kemper Corporation ( NYSE:KMPR ) shares in the week since its full-year...
ナラティブの更新 Jan 26

KMPR: Future Buybacks Will Likely Fail To Support Compressed Earnings Multiple

Analysts have trimmed their fair value estimate for Kemper from $50.00 to $35.00 per share, citing updated assumptions that point to more moderate revenue growth, a slightly higher discount rate, and a lower future P/E, partly offset by a higher projected profit margin. What's in the News From July 1, 2025 to August 31, 2025, Kemper repurchased 1,916,515 shares, equal to 3.01% of its shares, for a total of US$99.96 million under its ongoing buyback program announced on August 7, 2014 (Key Developments).
ナラティブの更新 Jan 10

KMPR: CEO Transition And Buybacks Will Support Future Upside Potential

Narrative Update on Kemper Analysts have trimmed their price target on Kemper from about US$59.60 to roughly US$58.20, citing the recent CEO transition and a more measured view on revenue growth. This is partly offset by slightly higher profit margin expectations and a modestly lower future P/E assumption.
ナラティブの更新 Dec 19

KMPR: CEO Shift And Buybacks Will Drive Long-Term Upside Potential

Analysts have reduced their price target on Kemper by $0.40 to $60.00, reflecting concerns that the abrupt CEO transition could weigh on the company’s near term execution and share performance, despite largely unchanged fundamental assumptions. Analyst Commentary Analysts are largely cautious following the CEO transition, with most commentary centering on execution risk and valuation discipline at the current share price.
ナラティブの更新 Dec 05

KMPR: CEO Transition Will Present Long-Term Opportunity Despite Market Downgrade

Analysts have trimmed their price target on Kemper to $59.60, reflecting a cautious reassessment of revenue growth and leadership uncertainty following the abrupt CEO transition, even though margin and valuation assumptions remain largely intact. Analyst Commentary Analyst reactions to the leadership change highlight a more cautious stance on Kemper, with the downgrade to a neutral rating signaling tempered expectations for near term share price appreciation despite relatively stable fundamental assumptions.
ナラティブの更新 Nov 21

KMPR: Leadership Transition Will Present Recovery Opportunity Following Market Downgrade

Analysts have lowered their price target for Kemper from $60 to $59.60. They cite increased uncertainty following the recent CEO transition and a slightly diminished outlook for the company's growth and profitability.
分析記事 Nov 18

The Market Doesn't Like What It Sees From Kemper Corporation's (NYSE:KMPR) Earnings Yet As Shares Tumble 26%

Unfortunately for some shareholders, the Kemper Corporation ( NYSE:KMPR ) share price has dived 26% in the last thirty...
ナラティブの更新 Nov 07

KMPR: Future Leadership Stability Will Drive Recovery Despite CEO Transition

Analysts have lowered Kemper's fair value estimate from $67.60 to $59.60, citing leadership transitions and revised growth expectations as key factors for the updated price target. Analyst Commentary Recent street research has highlighted both optimism and caution within the analyst community regarding Kemper’s current transition and revised growth outlook.
ナラティブの更新 Aug 08

US Demographic Shifts And Digital Adoption Will Advance Niche Insurance

Reduced revenue growth and declining net profit margins have driven a notable cut in Kemper’s consensus price target from $82.20 to $69.00. What's in the News Kemper Corporation announces a new share repurchase program, authorizing up to $500 million in buybacks.
分析記事 Apr 30

Kemper Corporation's (NYSE:KMPR) CEO Compensation Is Looking A Bit Stretched At The Moment

Key Insights Kemper will host its Annual General Meeting on 7th of May Salary of US$1.09m is part of CEO Joe Lacher's...
Seeking Alpha Feb 06

Better EPS Than Expected, And Immune To The Tariff Storm, Kemper Is A Buy

Summary Kemper Corporation's significant restructuring and exit from the Preferred Property and Casualty Insurance business are expected to enhance financial flexibility and FCF growth from 2025 to 2031. Stock repurchases and a robust repurchase plan are likely to increase demand for KMPR shares, potentially driving up the stock price. Inorganic growth through acquisitions in the U.S. insurance market is anticipated to further boost KMPR's free cash flow and overall financial performance. I do not think that incoming tariffs applicable to products coming from Canada, Europe, Brazil, or other countries may affect the company's business model. Read the full article on Seeking Alpha
Seeking Alpha Oct 23

Kemper: Overly Conservative Management Limits Upside Potential

Summary Kemper Corporation is a solid insurance company with reasonable profitability, but its current stock price already reflects its modest growth potential. The company has improved its combined loss ratio by exiting unprofitable segments, but management's conservative approach limits further growth opportunities. Despite a strong balance sheet and liquidity, Kemper lags behind peers due to management's cautious strategy, missing out on potential market gains. Shares are a hold with a price target of $50. Read the full article on Seeking Alpha
分析記事 Oct 08

Unpleasant Surprises Could Be In Store For Kemper Corporation's (NYSE:KMPR) Shares

There wouldn't be many who think Kemper Corporation's ( NYSE:KMPR ) price-to-sales (or "P/S") ratio of 0.8x is worth a...
User avatar
新しいナラティブ Sep 03

Tactical Shifts Set To Propel Specialty P&C Segment Into A New Growth Era

Expansion in the Specialty P&C segment and a focus on profitability and growth suggest expectations of increased premium revenue and market share.
分析記事 Jun 09

Investor Optimism Abounds Kemper Corporation (NYSE:KMPR) But Growth Is Lacking

It's not a stretch to say that Kemper Corporation's ( NYSE:KMPR ) price-to-sales (or "P/S") ratio of 0.8x right now...
分析記事 May 04

Kemper Corporation Just Beat Revenue Estimates By 6.7%

It's been a good week for Kemper Corporation ( NYSE:KMPR ) shareholders, because the company has just released its...
分析記事 Feb 13

Kemper (NYSE:KMPR) Is Due To Pay A Dividend Of $0.31

The board of Kemper Corporation ( NYSE:KMPR ) has announced that it will pay a dividend of $0.31 per share on the 5th...
Seeking Alpha Dec 27

Kemper Baby Bond A Bargain: 10.36% Current Reset Rate Being Ignored

Summary Kemper Corporation is an insurance company that has issued an unusual reset-rate baby bond (KMPB) that is an under-the-radar bargain. KMPB is from an investment grade company, and I will show that the KMPB bond is quite undervalued compared to other bonds with the same credit rating. On its call date, KMPB’s yield-to-maturity will reset (jump) to 10.36% at today’s 5-year note yield, an extraordinary yield for a solid bond. The large future reset-rate yield should lead to strong capital gains between now and the reset date, providing an estimated 12% or better total annualized return on KMPB. Read the full article on Seeking Alpha
分析記事 Dec 21

Revenues Not Telling The Story For Kemper Corporation (NYSE:KMPR)

There wouldn't be many who think Kemper Corporation's ( NYSE:KMPR ) price-to-sales (or "P/S") ratio of 0.6x is worth a...

決済の安定と成長

配当データの取得

安定した配当: KMPRの1株当たり配当金は過去10年間安定しています。

増加する配当: KMPRの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Kemper 配当利回り対市場
KMPR 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (KMPR)4.3%
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Insurance)2.6%
アナリスト予想 (KMPR) (最長3年)4.4%

注目すべき配当: KMPRの配当金 ( 4.34% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: KMPRの配当金 ( 4.34% ) はUS市場 ( 4.27% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: KMPRは高い 配当性向 ( 185.5% ) のため、配当金の支払いは利益によって十分にカバーされていません。


株主配当金

キャッシュフローカバレッジ: KMPRは低い 現金配当性向 ( 16.4% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 19:49
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kemper Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Robert GlasspiegelBrean Capital Historical (Janney Montgomery)
Matthew CarlettiCitizens JMP Securities, LLC
Amit KumarMacquarie Research