Assurant reported an “exceptional” 2025 with strong profitable growth, marked by an 11% rise in adjusted EBITDA and 12% in adjusted EPS (excluding catastrophes). The company anticipates mid- to high-single-digit growth in 2026 for underlying adjusted EBITDA and EPS, excluding catastrophes, and plans to offset prior-year reserve development with over $130 million in EBITDA growth. Assurant is also strategically expanding into the home warranty market, investing in AI and reverse logistics, and projects $250–$350 million in share repurchases for 2026 after a dividend increase in 2025.
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Assurant Q4 Earnings Call Highlights
Assurant reported an “exceptional” 2025 with strong profitable growth, marked by an 11% rise in adjusted EBITDA and 12% in adjusted EPS (excluding catastrophes). The company anticipates mid- to high-single-digit growth in 2026 for underlying adjusted EBITDA and EPS, excluding catastrophes, and plans to offset prior-year reserve development with over $130 million in EBITDA growth. Assurant is also strategically expanding into the home warranty market, investing in AI and reverse logistics, and projects $250–$350 million in share repurchases for 2026 after a dividend increase in 2025.