Every material Form 8-K Assurant filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Assurant, Inc. announced its third quarter 2026 financial results, reporting a 4 percent increase in GAAP net income to $275.2 million and an 8 percent rise in Adjusted EBITDA to $464.4 million. Driven by broad-based earnings growth across its segments, the company increased its full-year 2026 outlook for Adjusted EBITDA and adjusted earnings per share.
GAAP net income rose 4 percent in Q3 2026 to $275.2 million, or $5.49 per diluted share.
Adjusted EBITDA excluding reportable catastrophes increased 12 percent to $484.1 million for the quarter.
The company raised its full-year 2026 outlook to expect Adjusted EBITDA growth of approximately 10 percent.
Holding company liquidity stood at $954 million as of September 30, 2026.
Assurant reported record second-quarter 2026 results, with GAAP net income up 27% to $298.6 million and GAAP diluted earnings per share up 30% to $5.95. The company raised its full-year 2026 outlook, now expecting mid-single-digit growth in Adjusted EBITDA and Adjusted earnings per share, both excluding reportable catastrophes, and expects share repurchases toward the upper end of its $300 million to $350 million range.
GAAP net income was $298.6 million in Q2 2026, up from $235.3 million a year earlier; GAAP diluted EPS was $5.95, up from $4.56.
Adjusted earnings per diluted share, excluding reportable catastrophes, rose 19% to $6.60 from $5.56.
2026 outlook: Adjusted EBITDA and Adjusted EPS, excluding reportable catastrophes, now expected to grow mid single digits; Global Lifestyle Adjusted EBITDA now expected to rise low double digits.
Holding company liquidity was $911 million at June 30, 2026, and $544 million remains under the current repurchase authorization.
At its May 21, 2026 annual meeting, Assurant stockholders approved an amendment to the 2017 Long Term Equity Incentive Plan that adds 480,000 shares of common stock to the available share reserve. They also elected all 10 director nominees and ratified PricewaterhouseCoopers LLP as auditor, but did not approve a stockholder proposal to allow action by written consent. The vote results set the company's equity plan capacity and governance terms for shareholders.
Proposal 4: the Amended ALTEIP was approved with 43,536,600 votes for and 663,805 against.
All 10 director nominees were elected to serve until the 2027 annual meeting; Paul J. Reilly (964,048 against) and Elaine D. Rosen (929,632 against) drew the most opposing votes.
Proposal 5, the written-consent stockholder proposal, was not approved: 12,892,508 for and 31,302,676 against.
Proposal 2: PricewaterhouseCoopers LLP was ratified for the fiscal year ending December 31, 2026, with 44,144,033 for and 2,592,908 against.
Assurant reported first-quarter 2026 GAAP net income of $274.1 million, up 87% from $146.6 million a year earlier, and raised its full-year 2026 outlook. The company now expects share repurchases of $300 million to $350 million this year, at the upper end of its prior guidance.
GAAP net income per diluted share was $5.41, up 91% from $2.83; adjusted earnings per diluted share excluding reportable catastrophes rose 9% to $6.33 from $5.79.
Reportable catastrophes totaled $24.4 million in the quarter, down from $157.0 million in first-quarter 2025.
2026 outlook: Adjusted EBITDA and adjusted EPS, both excluding reportable catastrophes, now expected to grow low single digits, or high single digits on an underlying basis.
$620 million remains under the current share repurchase authorization after $30 million of buybacks from April 1 through May 1, 2026.
Assurant reported fourth-quarter 2025 GAAP net income of $225.2 million, up 12% from a year earlier, and full-year net income of $872.7 million, up 15%. For 2026, the company expects Adjusted EBITDA excluding reportable catastrophes and Adjusted earnings per diluted share excluding reportable catastrophes to be consistent with 2025 levels, or to rise mid-to-high single digits excluding $113 million of favorable prior-year reserve development.
Q4 2025 GAAP net income per diluted share was $4.41, up 14% from $3.87; full-year 2025 was $16.93, up 17%.
Q4 2025 Adjusted earnings per diluted share excluding reportable catastrophes was $5.75, up 4% from $5.54.
Full-year 2025 net earned premiums, fees and other income reached $12.35 billion, up 8% from $11.42 billion.
Global Housing Adjusted EBITDA excluding reportable catastrophes is expected to decrease in 2026, while Global Lifestyle is expected to rise high single digits.
Assurant's board appointed Lynn Blake, a former State Street Investment Management executive, as a director effective January 28, 2026, subject to customary regulatory approval. The board also accepted director Debra Perry's resignation under its retirement policy, effective at the 2026 annual shareholder meeting. The filing describes a board addition and a planned departure, with no financial results or guidance included.
Lynn Blake appointed to the Board and to the Finance and Risk Committee and Nominating and Corporate Governance Committee, subject to customary regulatory approval.
Blake was Executive Vice President and Chief Investment Officer, Global Equity Beta Solutions, at State Street Investment Management from 2011 to 2021.
Debra Perry's board resignation takes effect at the company's 2026 annual meeting of stockholders.
Blake will receive a cash retainer and restricted stock unit grants as described in the April 8, 2025 proxy statement.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Assurant filing is on SEC EDGAR ↗. 8-K briefs of other companies →