Assurant Q4 Sales Grow 7.6% to $3.37B as EPS Hits $5.61
Assurant’s Q4 revenue grew 7.6% to $3.37 billion and EPS rose to $5.61 from $4.79, beating estimates by 2.7% on sales and 1.0% on earnings. Net premiums and fees rose 7.8% to $3.23 billion, with fee income up 19.7% to $524.9 million, led by a 22% jump in Global Lifestyle services.
1. Q4 Earnings Overview
For the quarter ended December 2025, Assurant recorded revenue of $3.37 billion, a 7.6% increase year-over-year, and EPS of $5.61 versus $4.79 in Q4 2024.
2. Segment Performance Highlights
Net earned premiums, fees and other income rose 7.8% to $3.23 billion, driven by a 22% surge in Global Lifestyle fee income to $480.9 million and 10.7% growth in Global Housing premiums to $667.5 million.
3. Beat vs Estimates
Revenue exceeded consensus by 2.72%, while EPS beat by 1.01%. Net investment income of $140.3 million topped estimates by 4.8%, and fees and other income outperformed by 12.6%.
4. Market Reaction and Outlook
Shares have dipped 1.2% over the past month, and the stock holds an analyst rating indicating a hold recommendation, suggesting in-line performance with the broader market.