US · Financial Services · Insurance - Property & Casualty
EPS came in at 0.45 against a street estimate of 0.32 — a beat of 40.6%.
Analysts rate Kemper Corporation a buy (5 buy, 1 hold, 0 sell out of 6) with an average price target of $36.33.
MIXED New CEO prioritizes profitability over growth. Personal auto needs double-digit CA rate increases; commercial auto tightening despite 93.7% combined ratio. Life stable. Goodwill impairment and surplus note charge hit GAAP; underlying ops improved sequentially. Q2 2026 California personal auto is 45% of commercial auto reserves. Highly litigious environment driving cost inflation; prior two filings (5.5% average) in process plus 6.9% pending. Concentration-reduction strategy underway. Analysts pressed timing of PIF recovery and adequacy of CA rate filings. Management declined to commit to dates, emphasizing conditional approach tied to profitability achievement and regulatory approval. On commercial auto reserves, management acknowledged BI challenges but stated confidence in forward approach and expressed optimism about recent trend improvement. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.48% |
| Fuller & Thaler Asset Management Inc | 6.28% |
| Vanguard Portfolio Management, LLC | 5.64% |
| Vanguard Capital Management, LLC | 4.46% |
| D. E. Shaw & Co LP | 4.16% |
| State Street Corp | 3.83% |
| Dimensional Fund Advisors, Inc. | 3.61% |
| AQR Capital Management LLC | 2.16% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 KEMPER CORPORATION - Q2 2026 SUMMARY HEADLINE NUMBERS • Net Loss attributable to Kemper: $466.5 million for six months ended June 30, 2026 (vs. Net | 2026-08-05 |
| Results announced · Q3 2026 KEMPER CORPORATION – Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Loss Q2 2026: $(464.8) million attributable to Kemper Corporation, | 2026-08-05 |
| Board / officer change · Q3 2026 KEMPER CORPORATION (KMPR) – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Matthew A. Hunton, Executive Vice President and President of Kemper Aut | 2026-07-21 |
| Board / officer change · Q2 2026 KEMPER CORPORATION FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Stephen J. McAnena appointed as President and Chief Executive Officer effective | 2026-05-27 |
| Shareholder vote results · Q2 2026 KEMPER CORPORATION (KMPR) – 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholder Meeting held May 6, 2026 with voting on three proposals • Nine board d | 2026-05-07 |
| Quarterly report · Q1 2026 KEMPER CORPORATION - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Loss Q1 2026: $1.7 million loss attributable to Kemper ($0.03 per s | 2026-05-06 |
| Proxy statement · Q2 2026 KEMPER CORPORATION 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect 9 director nominees to the Board of Directors ( | 2026-03-25 |
| Annual report FY2025 KEMPER CORPORATION – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Total assets: $12.5 billion • Policies in force: Over 4.5 million • Employees: Approx | 2026-02-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.32 / share ex-date Aug 21, 2026 · pay Sep 4, 2026 | 2026-08-21 |
| Dividend | $0.32 / share ex-date May 18, 2026 · pay Jun 2, 2026 | 2026-05-18 |
| Dividend | $0.32 / share ex-date Feb 17, 2026 · pay Mar 3, 2026 | 2026-02-17 |
| Dividend | $0.32 / share ex-date Nov 17, 2025 · pay Dec 3, 2025 | 2025-11-17 |
| Dividend | $0.32 / share ex-date Aug 18, 2025 · pay Sep 2, 2025 | 2025-08-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Kemper Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.