-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
Assurant reported Q1 2026 operating EPS of $5.95 versus $3.39, exceeding our $5.15 estimate and $5.33 consensus view, reflecting broad-based improvement and lower catastrophe claims. Excluding catastrophes, operating income totaled $6.33 versus $5.79 a year ago. We view the strong results across both segments as supportive of AIZ's diversified business model, with Global Lifestyle delivering record performance and 20% EBITDA growth to $236.7M on 11% premium growth. Management raised 2026 guidance, now expecting Adjusted EBITDA and EPS to grow low single digits, or high single digits on an underlying basis excluding prior year reserve development impacts. The company also raised share repurchase guidance to $300-350M, representing the upper end of its previous range. We believe the combination of strong operational momentum in Global Lifestyle and normalized loss experience in Global Housing positions AIZ well for continued profitable growth.