Sign in

James Kane

Vice President and Equity Research Analyst at Morgan Stanley

James Kane is a Vice President and Equity Research Analyst at Morgan Stanley, specializing in coverage of consumer retail companies, including Walmart, Target, and Costco. Known for thorough fundamental research, his stock recommendations have delivered a success rate of over 65% and average returns above industry benchmarks, as reported by independent analyst ranking platforms. Kane began his finance career in the late 2010s, with previous roles at Cerity Partners where he focused on portfolio analysis and client account management, before joining Morgan Stanley in 2021. He holds FINRA Series 7 and 63 licenses and is a CFA charterholder, underscoring his strong professional credentials.

James Kane's questions to ASSURANT (AIZ) leadership

Question · Q3 2025

James Kane questioned Assurant's aspirations for growing its over 60% market share in lender-placed housing and sought a ranking of the key drivers (higher AIV, hardening voluntary market, solid placement rates) contributing to recent housing segment growth.

Answer

CEO Keith Demmings affirmed Assurant's focus on acquiring new clients and leveraging its market-leading solutions in lender-placed, without setting a specific market share target. He identified policy growth, up 8% year-over-year, as the biggest driver for housing performance, largely stemming from placement rates and the hard voluntary market. CFO Keith Meyer reiterated that AIVs being up 5% year-over-year also contributed, but policy growth was paramount.

Ask follow-up questions

Fintool

Fintool can predict ASSURANT logo AIZ's earnings beat/miss a week before the call

Question · Q3 2025

James Kane asked about Assurant's potential to grow its 60%+ market share in lender-placed housing and the relative contribution of key drivers (higher AIV, hardening voluntary market, placement rates) to recent housing segment growth.

Answer

Keith Demmings, President and CEO, affirmed Assurant's strong position and focus on acquiring new clients in lender-placed, without setting a specific market share target. He identified policy growth (up 8% year-over-year), driven by placement rates and the hard voluntary market, as the biggest contributor to housing performance. Keith Meier, CFO, added that a 5% year-over-year increase in AIV also contributed, alongside new client opportunities.

Ask follow-up questions

Fintool

Fintool can write a report on ASSURANT logo AIZ's next earnings in your company's style and formatting

Let Fintool AI Agent track James Kane for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free