NYSE$KMPR

Kemper Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Kemper reported improved profitability and exceeded target returns in Specialty P&C business. The company focused on stabilizing policy in force levels and expanding new business availability.

Kemper Corporation reported a net income of $71.3 million for Q1 2024, a significant improvement compared to the net loss of $80.1 million in Q1 2023. Adjusted consolidated net operating income was $69.7 million, compared to a loss of $55.7 million in the same period last year. The Specialty P&C underlying combined ratio improved to 93.6%, and parent liquidity remained strong at $1.1 billion.

  • Profitability improved sequentially, generating an 11.2% ROE and a 17.2% Tangible ROE.
  • Specialty P&C underlying combined ratio improved 4.6 points sequentially to 93.6%, a 14.4 point improvement over 1Q’23.
  • Life business continues to produce stable earnings.
  • Parent liquidity remains strong at $1.1 billion; insurance companies remain well capitalized.

Headline financials

Total Revenue

$1.14B

Previous: $1.29B-11.7%
EPS (adj)

$1.07

Previous: -$1.02+204.9%
Capital Expenditures

-$15.3M

No prior period
Free Cash Flow

$27.7M

No prior period
Net Income

$71.3M

Previous: -$80.1M+189.0%
Operating Income

$86.3M

Previous: -$85M+201.5%
Gross Profit

$256M

Previous: $94.9M+170.1%
Total Assets

$12.6B

Previous: $13.4B-5.8%

Revenue & EPS history

Kemper · Revenue · Quarterly

$1.14B

Q1 2024-11.7%vs Q1 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Kemper · $1.22B total across 3 segments · Q3 2023

  • Specialty Property & Casualty Insurance
    $935M-9.7%
  • Life Insurance
    $152M-28.1%
  • Non-Core Operations
    $138M

Forward guidance

Kemper is focused on stabilizing policy in force levels, further expanding new business availability, and delivering on ROE commitments.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.2%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+2.3%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+16.3%

Q3 2015

Best reaction

-20.1%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.8%-6.2%-24.7%
Q4 2025-13.1%-15.6%-17.5%
Q3 2025-0.8%-3.4%-10.1%
Q1 2025+1.6%+5.4%+3.7%
Q4 2024+1.4%-2.1%-2.9%
Q3 2024-2.0%-1.4%+12.5%
Q2 2024-9.1%-5.3%-2.1%
Q1 2024+0.1%+3.7%+2.6%
Q4 2023-4.5%+12.0%+2.8%
Q3 2023-3.4%+1.9%+4.8%
Q2 2023-6.6%-6.3%-7.4%
Q1 2023+1.8%-2.9%+2.3%
Q4 2022+5.9%+4.2%+10.3%
Q3 2022+4.5%+17.7%+20.1%
Q2 2022-8.8%-6.6%-1.7%
Q1 2022+12.1%+5.5%+12.0%
Q4 2021-10.7%-10.7%-12.2%
Q3 2021-7.9%-7.2%-15.4%
Q2 2021-2.5%-7.3%+3.8%
Q1 2021-4.7%-3.2%-8.6%
Q4 2020-0.9%+1.9%+10.2%
Q3 2020+5.4%+5.1%+24.0%
Q2 2020+3.8%+8.1%-0.9%
Q1 2020+3.3%-5.2%+15.9%
Q4 2019+0.8%-0.1%-14.0%
Q3 2019+1.4%+2.1%+1.9%
Q2 2019-10.2%-7.9%-17.8%
Q1 2019+3.9%+4.9%-2.0%
Q4 2018+4.1%+7.3%+6.2%
Q3 2018+2.2%+1.4%-3.2%
Q2 2018+6.5%+6.5%+8.7%
Q1 2018+12.9%+16.7%+29.6%
Q4 2017-7.3%+1.9%-1.9%
Q3 2017+5.5%+5.8%+14.9%
Q2 2017+13.4%+21.3%+22.0%
Q1 2017-1.6%-2.4%+4.2%
Q4 2016+5.5%+4.5%-2.8%
Q3 2016-1.5%+0.8%+13.0%
Q2 2016+12.2%+15.1%+10.4%
Q1 2016+1.5%
Q4 2015-20.1%
Q3 2015+16.3%
Q2 2015-1.9%
Q1 2015-1.7%
Q4 2014+3.3%
Q3 2014+0.1%
Q2 2014+0.1%
Q1 2014-7.3%
Q4 2013+1.7%
Q3 2013+3.1%
Q2 2013+1.5%
Q1 2013+2.6%
Q4 2012-3.7%
Q3 2012+0.9%
Q2 2012-2.0%
Q1 2012-0.5%
Q4 2011+0.3%
Q3 2011+8.3%
Q2 2011-7.5%
Q1 2010-3.0%
Q1 2011+1.5%
Q4 2010+7.3%
Q4 2008+7.3%
Q3 2009-0.4%
Q3 2010-0.4%
Q4 2009-8.9%
Q2 2009-8.9%
Q2 2010-8.9%

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