05:00 AM EDT, 05/11/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target by $22, to $275, valuing AIZ shares at 12.3x our '27 operating EPS estimate of $22.30 and at 13x our '26 EPS estimate of $20.95 (raised today by $0.30), vs. the shares' five-year average forward multiple of 12x and a peer average of 13.5x. Q1 2026 operating EPS of $5.95 vs. $3.39 topped our $5.15 estimate and $5.33 consensus view, reflecting broad-based improvement and lower catastrophe claims. Excluding catastrophes, operating income totaled $6.33 vs. $5.79 a year ago. We view the strong results across both segments as supportive of AIZ's diversified business model, with Global Lifestyle delivering record performance and 20% EBITDA growth to $236.7M on 11% premium growth. Management raised 2026 guidance, now expecting Adjusted EBITDA and EPS to grow low-single digits, or high-single digits on an underlying basis excluding prior-year reserve development impacts. The company also raised share repurchase guidance to $300M-$350M, representing the upper end of its previous range.