State of New Jersey Common Pension Fund D Grows Position in Kemper Corporation $KMPR

State of New Jersey Common Pension Fund D increased its position in shares of Kemper Corporation (NYSE:KMPR) by 46.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 58,467 shares of the insurance provider’s stock after buying an additional 18,634 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Kemper were worth $2,370,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in KMPR. WINTON GROUP Ltd acquired a new position in shares of Kemper during the third quarter worth $5,020,000. Tudor Investment Corp ET AL raised its stake in Kemper by 64.1% in the third quarter. Tudor Investment Corp ET AL now owns 223,403 shares of the insurance provider’s stock valued at $11,516,000 after buying an additional 87,272 shares in the last quarter. First Trust Advisors LP raised its stake in Kemper by 44.1% in the third quarter. First Trust Advisors LP now owns 736,183 shares of the insurance provider’s stock valued at $37,950,000 after buying an additional 225,476 shares in the last quarter. State of Alaska Department of Revenue lifted its holdings in Kemper by 783.7% during the 3rd quarter. State of Alaska Department of Revenue now owns 59,750 shares of the insurance provider’s stock worth $3,079,000 after buying an additional 52,989 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in Kemper by 4.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,331,737 shares of the insurance provider’s stock worth $120,201,000 after buying an additional 97,354 shares during the last quarter. 86.23% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

KMPR has been the topic of a number of recent analyst reports. Citizens Jmp downgraded Kemper from an “outperform” rating to a “market perform” rating in a report on Thursday, February 5th. Weiss Ratings lowered Kemper from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, March 17th. UBS Group dropped their price target on shares of Kemper from $56.00 to $48.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Piper Sandler dropped their price target on shares of Kemper from $35.00 to $28.00 and set an “underweight” rating on the stock in a research note on Thursday. Finally, Wall Street Zen lowered shares of Kemper from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Two analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Kemper currently has a consensus rating of “Reduce” and a consensus price target of $52.75.

Kemper News Roundup

Here are the key news stories impacting Kemper this week:

• Positive Sentiment: Shareholders reelected all nine directors and reaffirmed executive pay and auditor oversight at the May 6 annual meeting — governance continuity reduces near-term proxy risk. Kemper Shareholders Reaffirm Board, Pay, and Auditor Oversight
• Positive Sentiment: Kemper’s board declared a quarterly dividend of $0.32 per share (payable June 2; ex-div May 18), yielding ~3.9% — provides income support for yield-focused holders. Kemper Announces Quarterly Dividend
• Positive Sentiment: Management outlined a goal to reduce the specialty auto expense ratio below 20% as California rate actions roll out — if achieved, this would improve underwriting profitability over time. Kemper outlines goal to cut specialty auto expense ratio below 20% as California rate actions roll out
• Neutral Sentiment: Kemper posted its Q1 slide deck and earnings call transcript — useful for investors digging into segment detail, reserve development and operating adjustments. (See slide deck and transcript for management commentary and reconciliation of GAAP vs. adjusted results.) Q1 Slide Deck Earnings Call Transcript
• Negative Sentiment: Q1 results missed expectations: adjusted operating EPS $0.21 vs. consensus ~$0.81; revenue $1.11B vs. est. $1.17B; GAAP net loss $1.7M. Adjusted results and meaningful year‑over‑year declines in profitability are weighing on sentiment. Kemper Reports First Quarter 2026 Operating Results
• Negative Sentiment: William Blair analyst Adam Klauber reiterated a Sell, citing earnings misses and auto market headwinds — analyst downgrades or negative coverage can amplify outflows and pressure the stock. Adam Klauber Reiterates Sell on Kemper

Kemper Stock Performance

Shares of Kemper stock opened at $29.52 on Friday. The firm has a market capitalization of $1.74 billion, a P/E ratio of 47.60 and a beta of 1.16. Kemper Corporation has a 52 week low of $27.74 and a 52 week high of $66.13. The company has a quick ratio of 0.18, a current ratio of 0.18 and a debt-to-equity ratio of 0.35. The firm’s 50 day moving average is $31.46 and its two-hundred day moving average is $36.52.

Kemper (NYSE:KMPR) last posted its quarterly earnings data on Wednesday, May 6th. The insurance provider reported $0.21 earnings per share for the quarter, missing the consensus estimate of $0.81 by ($0.60). The firm had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.17 billion. Kemper had a net margin of 0.89% and a return on equity of 4.74%. Kemper’s revenue was down 7.2% compared to the same quarter last year. During the same period in the previous year, the company posted $1.65 earnings per share. Research analysts forecast that Kemper Corporation will post 3.96 EPS for the current fiscal year.

Kemper Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Monday, May 18th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend is Monday, May 18th. Kemper’s dividend payout ratio is presently 58.45%.

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.