Chartwell Investment Partners LLC decreases stake in Kemper Co. by 13.4% in third quarter

November 13, 2024

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KEMPER CORPORATION ($NYSE:KMPR) is a diversified insurance holding company that offers a range of property and casualty, life, and health insurance products for individuals, families, and businesses. In the third quarter of this year, Chartwell Investment Partners LLC, a leading investment management firm, made headlines with its recent decrease in stake in KEMPER CORPORATION. According to a 13F filing submitted to the Securities and Exchange Commission (SEC), Chartwell reduced its ownership of KEMPER shares by 13.4%. This move has caught the attention of investors and analysts as it signals a shift in the investment strategy of one of the company’s major shareholders. The exact reasons for Chartwell’s decision to decrease its stake in KEMPER are not known, as the 13F filing does not require companies to disclose their reasons for buying or selling particular stocks.

However, it is worth noting that Chartwell has been actively managing its portfolio in recent months, with several other changes to its holdings reported in the same filing. In fact, in its most recent quarterly earnings report, the company reported strong financial results with an increase in net income and total revenues compared to the same period last year. In conclusion, while the decrease in stake by Chartwell Investment Partners LLC may raise some questions and concerns among investors, it is important to note that KEMPER CORPORATION continues to be a reputable and promising company in the insurance industry. The company’s long-standing history and strong financial performance make it a solid investment option for those looking to diversify their portfolios.

Analysis

As an analyst for GoodWhale, I have examined the fundamentals of KEMPER CORPORATION and have come to the following conclusions. KEMPER CORPORATION has a health score of 4/10 on our Star Chart, indicating that it has some strengths and weaknesses in its financials. Looking at its cashflows and debt, KEMPER CORPORATION may be able to pay off its debt and fund future operations, but it is not without its challenges. This means that it has a history of consistently paying out dividends to its shareholders. This can be attractive to investors who are looking for a steady source of income from their investments. However, KEMPER CORPORATION may not be as attractive to investors looking for growth. It has a medium score in this area, which suggests that it may not see significant growth in the future. Additionally, KEMPER CORPORATION is weak in profitability and asset metrics, which may also be a concern for some investors. Based on our classification system, KEMPER CORPORATION falls under the category of ‘cow’ companies. This means that it has a track record of paying out consistent and sustainable dividends. For investors who prioritize stability and steady income over high growth potential, KEMPER CORPORATION may be a suitable option. Overall, KEMPER CORPORATION may appeal to a specific type of investor: one who is looking for a company with a proven track record of paying dividends, but is not as concerned with high growth potential. It may also be attractive to investors who prioritize stability and are willing to accept lower profitability and asset metrics in exchange for consistent income. However, investors looking for rapid growth or strong profitability may want to consider other options. More…

  • Star Chart Analysis
  • Valuation Analysis
  • About the Company

  • Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Kemper Corporation. More…

    Total Revenues Net Income Net Margin
    4.94k -272.1 -4.7%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Kemper Corporation. More…

    Operations Investing Financing
    -134.2 107.9 -122
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Kemper Corporation. More…

    Total Assets Total Liabilities Book Value Per Share
    12.74k 10.24k 39.08
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Kemper Corporation are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    -1.7% 0.4%
    FCF Margin ROE ROA
    -3.8% 0.6% 0.1%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items




  • Peers

    Kemper Corp is one of the leading companies in the insurance industry. Its competitors are Horace Mann Educators Corp, National Security Group Inc, and Definity Financial Corp.

    – Horace Mann Educators Corp ($NYSE:HMN)

    Horace Mann Educators Corporation is a holding company for Horace Mann Insurance Company. The Company provides personal and commercial property-casualty insurance, as well as life insurance, annuities and retirement products to educators and school employees in the United States through a group of companies.

    – National Security Group Inc ($TSX:DFY)

    As of 2022, Definity Financial Corp has a market cap of 4.69B and a Return on Equity of 5.49%. The company provides financial services to clients worldwide. It offers a variety of products and services, including investment banking, asset management, and private banking. Definity Financial Corp is headquartered in New York, New York.

    Summary

    Chartwell Investment Partners LLC reduced its ownership of Kemper Co. stocks by 13.4% in the third quarter. This decision may have been a result of an analysis of the company’s financial performance and future prospects. Investors and analysts may have considered factors such as Kemper Co.’s revenue growth, profitability, and market trends before making investment decisions.

    This could also be a reflection of the overall sentiment towards Kemper Co. in the investment community. The company’s stock price and its performance relative to its competitors may also have played a role in this investment analysis.

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