Is Wall Street Bullish or Bearish on Assurant Stock?

Core Insights - Assurant, Inc. is a global provider of risk management solutions with a market cap of $11.4 billion, operating across the Americas, Indo-Pacific, and Europe [1] Performance Overview - Assurant has underperformed the broader market, with AIZ stock gaining 6.4% year-to-date and 71 basis points over the past 52 weeks, compared to the S&P 500 Index's gains of 12.3% in 2025 and 11% over the past year [2] - The company also lagged behind the Financial Select Sector SPDR Fund's 6.9% gains in 2025 and 3% increase over the past 52 weeks [3] Financial Results - Following the release of solid Q3 results, Assurant's stock prices increased by 1.7%. The company reported a year-over-year revenue growth of 8.9% to $3.2 billion, exceeding expectations by 2.7% [4] - Adjusted EPS for the quarter soared 91% year-over-year to $5.73, beating consensus estimates by 35.5% [4] Future Projections - For the full fiscal year 2025, analysts expect Assurant to deliver an adjusted EPS of $19.39, reflecting a 16.5% year-over-year increase. The company has a strong earnings surprise history, surpassing estimates in each of the past four quarters [5] - The consensus rating among nine analysts covering AIZ is a "Moderate Buy," with five "Strong Buys," one "Moderate Buy," and three "Holds" [5] Analyst Ratings and Price Targets - The current analyst configuration is slightly less optimistic than two months ago, with six analysts previously giving "Strong Buy" recommendations. An analyst maintained an "Outperform" rating and raised the price target from $248 to $254 [6] - The mean price target of $253.67 suggests an 11.8% premium to current price levels, while the highest target of $265 indicates a potential upside of 16.8% [6]