Assurant

Assurant announced a long-term agreement with Compass International Holdings covering six US real estate brands (Coldwell Banker, Century 21, Sotheby's, Corcoran, ERA, Better Homes and Gardens), making Assurant home warranty available to hundreds of thousands of affiliated agents.

Assurant expects 2026 adjusted EBITDA and EPS to be consistent with 2025 levels ex-cats, overcoming $113 million of 2025 favorable PYD plus home warranty investments; underlying growth ex-PYD is mid to high single digits for both metrics.

Management signaled $15 to $20 million of incremental 2026 investment in home warranty, driving the 2026 corporate loss to approximately $140 million versus $124 million in 2025; expected to be the most substantial organic investment across Assurant in 2026.

Assurant expects 2026 share repurchases of $250 million to $350 million, raised from the prior year range of $200 million to $300 million; also marked the 21st consecutive annual dividend increase (+10%) with $887 million of year-end holding company liquidity.