AI
AIZ
AIZ What ASSURANT promised, and what happened
Guidance
What management said, and what became of it
11 of 16 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Global Lifestyle adjusted EBITDA growth | high single-digit | Dec 2025 | We're increasing our outlook for lifestyle and now expect growth of low double digits, reflecting our strong first half results. | Revised Up |
| Catastrophe load | $180 million to $185 million | Dec 2025 | Lower cat reinsurance costs also contributed to growth, driven by favorable pricing following the April 1 placement of our 2026 program. | On Track |
| Catastrophe reinsurance premiums | approximately $225 million | Mar 2025 | In terms of costs, our 2026 catastrophe reinsurance premiums are estimated to be approximately $180 million, compared to approximately $200 million in 2025. | Achieved |
The full ledger
Open ASSURANT’s full ledger
A free account opens 5 company ledgers a month. All 39 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 39 tracked commitments for ASSURANT
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.