Kemper Corporation

NYSE:KMPR 株式レポート

時価総額：US$1.5b

Kemper 将来の成長

Future 基準チェック /36

Kemper利益と収益がそれぞれ年間58.9%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.8% 58.7%なると予測されています。

主要情報

58.9%

収益成長率

58.71%

EPS成長率

Insurance 収益成長2.2%
収益成長率4.5%
将来の株主資本利益率10.79%
アナリストカバレッジ

Low

最終更新日22 Jun 2026

今後の成長に関する最新情報

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...

Recent updates

分析記事 • Jun 21

Kemper (KMPR) Stock Could Be 10.6% Undervalued After Fraud Investigation Raises Loss Cost Concerns

Pomerantz LLP has launched an investigation into Kemper (KMPR) after the insurer disclosed that regulatory changes increasing minimum liability limits are driving greater attorney involvement in claims and higher loss costs, prompting fresh questions for stockholders. See our latest analysis for Kemper. Kemper's share price has come under pressure in recent months, with a 30 day share price return down 15.75% and a 90 day share price return down 19.49%. This has contributed to a 1 year total...
ナラティブの更新 • Jun 16

KMPR: Leadership Transition And Cautious P E Assumptions Will Shape Future Returns

Analysts have trimmed their price targets on Kemper by $4 to $7, reflecting updated views on the company’s earnings power and valuation, even as underlying assumptions around fair value, revenue growth, margins, and future P/E remain generally consistent. Analyst Commentary Recent Street research on Kemper reflects a cautious tone, with multiple cuts to price targets over time.
ナラティブの更新 • Jun 01

KMPR: Index Shift And Conservative P E Assumptions Will Drive Upside Potential

Analysts have lowered their price targets on Kemper by $4 to $8. This reflects updated views on the company's revenue growth outlook, profit margin assumptions, and expected future P/E multiples.
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...
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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...

業績と収益の成長予測

NYSE:KMPR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,374279N/AN/A2
12/31/20274,926235N/AN/A4
12/31/20264,67097N/AN/A5
3/31/20264,70542460493N/A
12/31/20254,790143554585N/A
9/30/20254,845249553585N/A
6/30/20254,785343551587N/A
3/31/20254,689346474520N/A
12/31/20244,639318330383N/A
9/30/20244,640272120178N/A
6/30/20244,66052-64-2N/A
3/31/20244,793-121-155-96N/A
12/31/20234,945-272-188-134N/A
9/30/20235,132-377-187-145N/A
6/30/20235,294-305-219-186N/A
3/31/20235,449-280-212-187N/A
12/31/20225,524-287-241-210N/A
9/30/20225,627-339-168-127N/A
6/30/20225,722-339-3323N/A
3/31/20225,812-330127192N/A
12/31/20215,719-124293351N/A
9/30/20215,70883453504N/A
6/30/20215,606280382422N/A
3/31/20215,331469484526N/A
12/31/20205,206410395448N/A
9/30/20205,004437343419N/A
6/30/20204,887443469562N/A
3/31/20204,901439413508N/A
12/31/20195,039529N/A534N/A
9/30/20194,818410N/A560N/A
6/30/20194,742373N/A584N/A
3/31/20194,236289N/A554N/A
12/31/20183,683187N/A539N/A
9/30/20183,292218N/A421N/A
6/30/20182,823174N/A328N/A
3/31/20182,765173N/A266N/A
12/31/20172,723119N/A241N/A
9/30/20172,669112N/A235N/A
6/30/20172,61947N/A228N/A
3/31/20172,56215N/A212N/A
12/31/20162,52213N/A241N/A
9/30/20162,496-15N/A218N/A
6/30/20162,47141N/A251N/A
3/31/20162,45364N/A263N/A
12/31/20152,34180N/A215N/A
9/30/20152,284142N/A202N/A
6/30/20152,208109N/A142N/A

アナリストによる今後の成長予測

収入対貯蓄率: KMPRの予測収益成長率 (年間58.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: KMPRの収益 ( 58.9% ) はUS市場 ( 18.7% ) よりも速いペースで成長すると予測されています。

高成長収益: KMPRの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: KMPRの収益 ( 4.5% ) US市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: KMPRの収益 ( 4.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KMPRの 自己資本利益率 は、3年後には低くなると予測されています ( 10.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/23 04:01
終値2026/06/23 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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