It's been a good week for Assurant, Inc. (NYSE:AIZ) shareholders, because the company has just released its latest second-quarter results, and the shares gained 4.9% to US$296. It looks like a credible result overall - although revenues of US$3.5b were in line with what the analysts predicted, Assurant surprised by delivering a statutory profit of US$5.95 per share, a notable 16% above expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

After the latest results, the four analysts covering Assurant are now predicting revenues of US$13.9b in 2026. If met, this would reflect a satisfactory 3.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to reduce 2.1% to US$20.90 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$13.9b and earnings per share (EPS) of US$20.17 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 5.6% to US$310. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Assurant analyst has a price target of US$355 per share, while the most pessimistic values it at US$274. This is a very narrow spread of estimates, implying either that Assurant is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of Assurant'shistorical trends, as the 6.4% annualised revenue growth to the end of 2026 is roughly in line with the 6.4% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 2.6% per year. So it's pretty clear that Assurant is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Assurant following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that in mind, we wouldn't be too quick to come to a conclusion on Assurant. Long-term earnings power is much more important than next year's profits. We have forecasts for Assurant going out to 2028, and you can see them free on our platform here.

Plus, you should also learn about the 1 warning sign we've spotted with Assurant .

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.