New York State Common Retirement Fund Has $2.68 Million Stock Holdings in Kemper Corporation $KMPR

New York State Common Retirement Fund lessened its position in shares of Kemper Corporation (NYSE:KMPR) by 44.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,929 shares of the insurance provider’s stock after selling 41,288 shares during the period. New York State Common Retirement Fund owned about 0.08% of Kemper worth $2,677,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Retirement Systems of Alabama grew its stake in shares of Kemper by 3.2% in the third quarter. Retirement Systems of Alabama now owns 75,861 shares of the insurance provider’s stock valued at $3,911,000 after buying an additional 2,337 shares in the last quarter. Y Intercept Hong Kong Ltd increased its position in Kemper by 133.6% during the third quarter. Y Intercept Hong Kong Ltd now owns 22,738 shares of the insurance provider’s stock worth $1,172,000 after acquiring an additional 13,004 shares during the period. Covestor Ltd increased its holdings in shares of Kemper by 178.6% during the third quarter. Covestor Ltd now owns 1,078 shares of the insurance provider’s stock worth $56,000 after purchasing an additional 691 shares during the period. Olympiad Research LP acquired a new position in Kemper in the 3rd quarter valued at $234,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its position in Kemper by 49.7% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 8,952 shares of the insurance provider’s stock worth $461,000 after purchasing an additional 2,972 shares during the period. 86.23% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

KMPR has been the subject of a number of research analyst reports. William Blair cut Kemper from a “market perform” rating to an “underperform” rating in a report on Thursday, December 18th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Kemper in a report on Monday, December 29th. Piper Sandler decreased their price objective on shares of Kemper from $50.00 to $35.00 and set an “underweight” rating for the company in a research report on Thursday, November 6th. Raymond James Financial cut Kemper from an “outperform” rating to a “market perform” rating and set a $60.00 price target on the stock. in a report on Wednesday, October 15th. Finally, Zacks Research upgraded Kemper from a “strong sell” rating to a “hold” rating in a research note on Friday, January 23rd. Two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $56.67.

Kemper Stock Up 2.3%

Shares of NYSE KMPR opened at $34.22 on Friday. The stock has a market capitalization of $2.00 billion, a PE ratio of 15.63 and a beta of 1.14. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.18 and a quick ratio of 0.19. The business’s fifty day moving average price is $39.48 and its 200-day moving average price is $46.02. Kemper Corporation has a one year low of $30.05 and a one year high of $69.87.

Kemper (NYSE:KMPR) last announced its quarterly earnings results on Wednesday, February 4th. The insurance provider reported $0.25 EPS for the quarter, missing analysts’ consensus estimates of $0.85 by ($0.60). Kemper had a net margin of 2.99% and a return on equity of 8.02%. The business had revenue of $1.13 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter in the previous year, the company posted $1.78 earnings per share. The business’s quarterly revenue was down 4.7% compared to the same quarter last year. On average, equities research analysts anticipate that Kemper Corporation will post 6.03 EPS for the current year.

Kemper Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be given a dividend of $0.32 per share. The ex-dividend date is Tuesday, February 17th. This represents a $1.28 annualized dividend and a dividend yield of 3.7%. Kemper’s dividend payout ratio is currently 58.45%.

Key Stories Impacting Kemper

Here are the key news stories impacting Kemper this week:

• Positive Sentiment: Kemper announced a quarterly dividend of $0.32 per share (ex-dividend Feb 17, pay Mar 3), which supports income-focused investors and helps underpin the stock amid recent weakness.
• Neutral Sentiment: Q4 2025 earnings call transcript is available for investors parsing management’s commentary on results and the restructuring steps; read the full transcript for tone and forward guidance context. Kemper Corporation (NYSE:KMPR) Q4 2025 earnings call transcript
• Negative Sentiment: Kemper missed Q4 expectations badly — reported EPS $0.25 vs. ~$0.85 consensus and revenue below estimates — prompting sharp investor selling and renewed questions about near‑term profitability. Kemper (KMPR) Q4 Earnings and Revenues Lag Estimates
• Negative Sentiment: Analysts flagged operational headwinds in the auto segment and announced restructuring actions that weigh on near‑term outlook and reserves — an area management will need to show improvement on. KMPR Q4 Deep Dive: Auto Segment Headwinds and Restructuring Shape Outlook
• Negative Sentiment: Citizens JMP downgraded Kemper from Outperform to Market Perform, signaling reduced analyst conviction after the quarter and likely contributing to the stock’s post‑earnings pressure. Citizens downgrades Kemper (KMPR)

About Kemper

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.