Insurance holding company Kemper (NYSE: KMPR) will be reporting earnings this Tuesday afternoon. Here’s what to look for.
Kemper missed analysts’ revenue expectations by 0.6% last quarter, reporting revenues of $1.19 billion, up 5.1% year on year. It was a slower quarter for the company, with a significant miss of analysts’ book value per share estimates and a slight miss of analysts’ net premiums earned estimates.
Is Kemper a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Kemper’s revenue to grow 9.3% year on year to $1.24 billion, a reversal from the 10.5% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.51 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Kemper has missed Wall Street’s revenue estimates twice over the last two years.
Looking at Kemper’s peers in the insurance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Hartford delivered year-on-year revenue growth of 7.7%, missing analysts’ expectations by 0.9%, and Mercury General reported revenues up 13.2%, topping estimates by 2%. Hartford traded up 2.6% following the results while Mercury General’s stock price was unchanged.
Read our full analysis of Hartford’s results here and Mercury General’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4% on average over the last month. Kemper is down 4.8% during the same time and is heading into earnings with an average analyst price target of $82.20 (compared to the current share price of $60.06).
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