$AIZ

Sanmina Corp. (SANM) rose 7% after-hours, reversing an 8.25% drop, due to investor optimism in its AI segments. Keysight Technologies (KEYS) gained 4% after-hours after launching AI data center products. Assurant (AIZ) fell 2.9% after-hours despite a 2% gain during regular trading, attributed to low-volume liquidity and profit-taking.

Analysts lowered Assurant's 12-month price target from $330 to $326.67, with a range of $300 to $355. This implies 22% upside from the Oct. 2 close. The consensus rating remains 'Buy' among 10 analysts.

Insurance stocks may benefit from higher interest rates, with the Zacks Insurance-Multi line Industry ranking in the top 32%. Five stocks with Strong Buy ratings include Assurant (AIZ), Hippo Holdings (HIPO), Horace Mann Educators (HMN), MGIC Investment (MTG), and Slide Insurance Holdings (SLDE). Assurant reported record Q2 results and raised its 2026 outlook. Hippo Holdings saw 61% premium growth. Horace Mann improved its combined ratio. MGIC Investment authorized a $750M share buyback.

Assurant (AIZ) reported that $1.43B was returned to US consumers via mobile trade-in programs in Q2 2026, with the average iPhone traded in being over four years old. The company's Global Lifestyle segment, which handles device repairs and resale, saw a 21% adjusted EBITDA growth, leading to a raised full-year outlook. However, some earnings gains were attributed to lower catastrophe losses and lighter claims. Assurant's stock is trading at 10.93x forward earnings as of September 18, 2026.

Assurant (AIZ) raised its full-year earnings outlook and plans to continue share repurchases. The stock has gained 20.20% year-to-date and 37.28% over one year. Analysts suggest it may be undervalued, with a fair value estimate of $330, citing growth in device protection subscribers and strong partnerships. However, risks include regulatory scrutiny and digital competition.

Solvup, a reverse logistics platform, helps retailers manage product returns and repairs efficiently. Acquired by Assurant in January, it combines digital technology with operational execution. Solvup has processed over 10 million cases, facilitating $1.9 billion in repairs and handling $4.5 billion in merchandise value. The platform aims to improve customer experience, reduce costs, and support sustainability. Assurant's Hemaka Perera highlights the integration's benefits for product lifecycle

Assurant (AIZ) reported Q2 2026 earnings that exceeded expectations, with mobile trade-in programs returning $1.43B to U.S. consumers. The company's services benefited from longer smartphone lifespans, supporting growth in device protection and recommerce. Assurant projects $16.1B revenue and $1.2B earnings by 2029, requiring 6.2% annual revenue growth. Analysts and investors are assessing the long-term impact of shifting upgrade habits and potential competitive pressures from OEMs.

Assurant (AIZ) stock has risen 34.7% over the past year, outperforming the S&P 500. Q2 2026 revenue was $3.5B, up 6.9% YoY, with adjusted EPS of $6.41. Analysts expect 11.5% EPS growth for the year. Nine analysts rate it 'Strong Buy,' with a mean price target of $321.43, implying 11.4% upside.

BMO Capital raised its price target for Assurant from $274 to $320, maintaining an Outperform rating. The company's stock is currently trading at $285.41, with a 5-day change of -1.07% and a year-to-date increase of 18.50%.

Assurant (AIZ) reported Q2 2026 results in an earnings call transcript. Adjusted EBITDA excluding catastrophes rose 18% to $491.4M, and adjusted EPS excluding catastrophes grew 19% to $6.60. Net earned premiums, fees and other income increased 9% to $3.32B. The company revised full-year adjusted EBITDA guidance to mid-single-digit growth and reported $911M liquidity plus $75M Q2 share repurchases.