Inside the research
Assurant, Inc.
AIZ Research profile · latest available data
Price overview
$265.00
▲ +3.14 (+1.2%)
| 52w hi | $300.64 |
|---|---|
| 52w lo | $204.72 |
| Vol | 366.20K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.31
| Short | +0.22 |
|---|---|
| Medium | +0.34 |
| Long | +0.45 |
computed 2026-09-27
Key fundamentals
Assurant, Inc.
Financial Services · Insurance - Property & Casualty
| Market cap | $13.07B |
|---|---|
| Enterprise value | $13.24B |
| Trailing P/E | 12.69x |
| Forward P/E | 11.31x |
| EV / EBITDA | 7.62x |
| P / S (ttm) | 0.97x |
| Profit margin | 7.9% |
| Return on equity | 18.3% |
| Revenue growth | +9.4% |
| Earnings growth | +30.5% |
| Debt / equity | 36.21 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.36 | |
| Sector | +0.02 | |
| Technical | +0.17 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Assurant, Inc. provides protection services to connected devices, homes, and automobiles in North America, Latin America, Europe, and the Asia Pacific. It operates through Global Lifestyle and Global Housing segments. The Global Lifestyle segment offers mobile device solutions, and extended service contracts and related services for consumer electronics and appliances, and credit and other insurance products; and vehicle protection, commercial equipment protection, and other related services. The Global Housing segment provides lender-placed homeowners, manufactured housing, and flood insurance; renters insurance and other products; and voluntary manufactured housing, and condominium and homeowners insurance products. The company was formerly known as Fortis, Inc. and changed its name to Assurant, Inc. in February 2004. Assurant, Inc. was founded in 1892 and is headquartered in Atlanta, Georgia.
Risk Metrics
| Beta vs SPX | 0.60 |
|---|---|
| Corr SPX | 0.38 |
| Annual vol | 25.2% |
| Annual ret | +18.7% |
| Sharpe | 0.74 |
| Max DD | -21.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $266.00 |
|---|---|
| High / Low | $290.00 / $240.00 |
| Median | $267.00 |
| Analysts | 6 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 4 | |
| Hold | 1 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-07 | Truist Securities | → Buy |
| 2026-04-06 | Morgan Stanley | → Equal-Weight |
| 2026-02-12 | Truist Securities | → Buy |
| 2026-02-12 | BMO Capital | → Outperform |
| 2025-12-19 | Piper Sandler | → Overweight |
| 2025-11-20 | Keefe, Bruyette & Woods | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Earnings Release, Exhibits | read |
| 2026-05-22 | Officer / Director Change, Shareholder Vote… | read |
| 2026-05-05 | Earnings Release, Exhibits | read |
| 2026-02-10 | Earnings Release, Exhibits | read |
| 2026-01-28 | Officer / Director Change, Exhibits | read |
| 2025-11-04 | Earnings Release, Exhibits | read |
| 2025-08-18 | Other Material Event, Exhibits | read |
| 2025-08-12 | Officer / Director Change, Exhibits | read |
| 2025-08-05 | Earnings Release, Exhibits | read |
| 2025-07-15 | Officer / Director Change, Exhibits | read |
| 2025-06-18 | Material Agreement, Material Obligation… | read |
| 2025-05-23 | Bylaws Amendment, Shareholder Vote… | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 98.4% |
| HHI | 4,810 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $682.58M | 2.54M |
| Fidelity / FMR LLC | $185.26M | 689.90K |
| Capital Research / Capital World | $54.41M | 202.61K |
| AQR Capital Management | $48.77M | 182.19K |
| Millennium Management | $39.21M | 146.02K |
| Bridgewater Associates | $9.32M | 34.71K |
| Citadel Advisors | $7.00M | 26.07K |
| T. Rowe Price Group | $307.10K | 1.14M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.66% |
|---|---|
| $ / share (TTM) | $1.76 |
| 5y CAGR | +5.2% |
Annual dividend per share
| 2021 | $2.66 |
|---|---|
| 2022 | $2.74 |
| 2023 | $2.82 |
| 2024 | $2.96 |
| 2025 | $3.28 |
| 2026 | $0.88 |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $11.13B | +1.6% | |
| Net income | $872.70M | +1.9% | |
| Cash from ops | $1.83B | +3.6% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $261.58 | $266.85 | $261.40 | $265.00 | 366.20K |
| Sep 24 | $266.98 | $269.53 | $261.07 | $261.86 | 563.10K |
| Sep 23 | $270.18 | $274.02 | $266.28 | $266.97 | 603.20K |
| Sep 22 | $278.18 | $281.43 | $270.68 | $271.08 | 741.10K |
| Sep 21 | $282.54 | $284.47 | $276.58 | $277.38 | 335.50K |
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