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AIZNAssurant, Inc. 5.25% Subordinat

Financials

The Read

AIZN's stock historically showed a median absolute move of ~2%.
Feb 4, 2027 — Q3 2026 earnings and post-storm capital management update
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The schedule

  • Thu4Feb

    Q3 2026 earnings and post-storm capital management update.

  • Tue9Feb

    Q4 2026 results and 2027 capital structure strategy.

  • Thu6May

    Q1 2027 Earnings Release and early year capital adequacy metrics.

Past

  • Wed23Sep

    September FOMC meeting and updated dot plot projections impacting fixed-income proxies.

  • Tue1Sep

    Peak catastrophe season assessments and potential exposure to insured losses.

  • Thu6Aug

    Actual outcome: Bull · $18.75 at outcome

    AIZN reported in-line EPS of 5.51, matching estimates, with no significant guidance changes. The stock remained flat in the immediate aftermath, but the lack of downside pressure and the absence of bearish catalysts supported the bull case, keeping the price above the bear floor.

    Q2 2026 earnings release focusing on underwriting margins and holding company liquidity.

  • Wed15Jul

    Actual outcome: Bull · $19.55 at outcome

    S&P and Moody's issued favorable mid-year reviews, reaffirming the company's strong credit profile and robust capital adequacy metrics. This external validation of balance sheet stability and financial health reassured investors, driving the stock well above the bull target.

    S&P and Moody's mid-year review of Assurant's credit profile and capital adequacy metrics.

  • Thu7May

    Actual outcome: Bear · $19.41 at outcome

    Assurant reported Q1 2026 EPS of $5.51, exactly in line with consensus estimates. Lacking a meaningful earnings beat or new upside catalysts from the capital adequacy update, the stock drifted lower following the report and ultimately reached the bear floor.

    Q1 2026 results for Assurant and the associated capital and leverage commentary are the next fundamental check on AIZN credit quality. A clean quarter with steady 7–8% revenue growth and double-digit net income growth should support AIZN drifting toward $20.40, while any negative surprises on earnings quality, reserve adequacy, or leverage could push the note back toward $20.40 as credit spreads widen modestly.