Sei Investments Co. Has $3.67 Million Stake in Kemper Corporation $KMPR

Sei Investments Co. raised its holdings in Kemper Corporation (NYSE:KMPR) by 106.0% in the first quarter, HoldingsChannel.com reports. The firm owned 120,223 shares of the insurance provider’s stock after purchasing an additional 61,875 shares during the quarter. Sei Investments Co.’s holdings in Kemper were worth $3,674,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Walleye Capital LLC increased its holdings in shares of Kemper by 102.1% during the first quarter. Walleye Capital LLC now owns 325,197 shares of the insurance provider’s stock worth $9,938,000 after purchasing an additional 164,315 shares during the period. PNC Financial Services Group Inc. boosted its stake in shares of Kemper by 204.2% in the first quarter. PNC Financial Services Group Inc. now owns 6,214 shares of the insurance provider’s stock valued at $190,000 after buying an additional 4,171 shares during the period. D.A. Davidson & CO. bought a new stake in shares of Kemper in the first quarter valued at approximately $669,000. Maryland State Retirement & Pension System bought a new stake in shares of Kemper in the first quarter valued at approximately $349,000. Finally, Principal Financial Group Inc. grew its position in Kemper by 125.8% during the first quarter. Principal Financial Group Inc. now owns 284,458 shares of the insurance provider’s stock worth $8,693,000 after buying an additional 158,488 shares in the last quarter. Institutional investors and hedge funds own 86.23% of the company’s stock.

Key Kemper News

Here are the key news stories impacting Kemper this week:

• Positive Sentiment: Kemper reported second-quarter operating earnings of $0.45 per share, exceeding estimates of roughly $0.32–$0.34. Management also outlined a plan targeting approximately $80 million in annualized savings by the end of 2026 through expense reductions and tighter underwriting. Kemper outlines $80M in run-rate savings
• Positive Sentiment: The company is pursuing a 6.9% California rate increase, which could improve pricing adequacy if approved and support future personal-auto profitability. The filing follows Kemper’s effort to tighten underwriting and reduce exposure to less profitable business. California rate increase and savings article
• Positive Sentiment: Kemper declared a quarterly dividend of $0.32 per share, equivalent to $1.28 annually and an indicated yield of approximately 4.4%. The payout may appeal to income-focused investors, although the company’s earnings recovery remains important for long-term dividend support.
• Neutral Sentiment: The $80 million savings goal and underwriting changes are forward-looking initiatives, so their effect on earnings will depend on execution, claims trends, regulatory approvals, and whether reduced growth limits premium revenue.
• Negative Sentiment: Kemper posted a $464.8 million second-quarter GAAP net loss, or $7.90 per share, due largely to a non-cash goodwill impairment of $460 million. Although management said the charge does not affect cash generation, statutory capital, liquidity, or debt covenants, it highlights pressure on the value and profitability of the business. Kemper Reports Second Quarter 2026 Operating Results
• Negative Sentiment: Revenue of $1.09 billion missed the $1.16 billion consensus estimate and declined 10.8% year over year. Operating earnings also fell sharply from $1.30 per share a year earlier, while reported return on equity was only 4.8%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Zacks Research lowered Kemper from a “hold” rating to a “strong sell” rating in a research note on Wednesday, May 13th. UBS Group decreased their price target on Kemper from $48.00 to $44.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Kemper in a research note on Friday, June 12th. Finally, Piper Sandler cut their price objective on shares of Kemper from $35.00 to $28.00 and set an “underweight” rating for the company in a research report on Thursday, May 7th. One research analyst has rated the stock with a Buy rating, three have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Reduce” and a consensus price target of $44.00.

Kemper Price Performance

Shares of KMPR opened at $29.84 on Friday. The business has a 50-day simple moving average of $27.19 and a two-hundred day simple moving average of $30.49. The stock has a market cap of $1.76 billion, a PE ratio of -3.55 and a beta of 1.04. Kemper Corporation has a 12-month low of $22.69 and a 12-month high of $54.90. The company has a quick ratio of 0.18, a current ratio of 0.18 and a debt-to-equity ratio of 0.36.

Kemper (NYSE:KMPR) last announced its earnings results on Wednesday, August 5th. The insurance provider reported $0.45 EPS for the quarter, topping the consensus estimate of $0.34 by $0.11. Kemper had a positive return on equity of 2.76% and a negative net margin of 10.84%.The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.16 billion. During the same period in the previous year, the business earned $1.30 EPS. The business’s quarterly revenue was down 10.8% compared to the same quarter last year. Analysts anticipate that Kemper Corporation will post 1.94 earnings per share for the current fiscal year.

Kemper Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 21st will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend is Friday, August 21st. Kemper’s payout ratio is currently -15.24%.

Kemper Profile

Kemper Corporation (NYSE:KMPR) is a diversified insurance holding company headquartered in Chicago, Illinois. Formed through the rebranding of Unitrin in 2010, Kemper has established a nationwide presence by offering a broad array of property and casualty insurance products. The company distributes its products through independent agents, brokers and direct-to-consumer channels, serving both individual policyholders and commercial clients.

The personal insurance segment provides coverage for automobiles, homeowners, renters and umbrella lines, while the commercial business focuses on liability, workers’ compensation and specialty property solutions tailored to small and mid-sized enterprises.