AIZ

Assurant, Inc.

AIZ.US assurant.com + Research + Basket
CIK 0001267238
Employees 14,800
Phone 770 763 1000
Fiscal year end December
IPO Feb 05, 2004
Address 260 Interstate North Circle SE, Atlanta, GA, United States, 30339-2210
292.69
+7.70 (+2.70%)
USD · NYSE
52-week range
204.80
303.00
Trading at 89% of the 52-week range
Market Cap
14.44B
P/E Ratio
14.01
Forward P/E
10.93
Book Value
123.48
Div. Yield
1.21%
% Institutions
100.38%
% Insiders
0.701%

1 Year

+42.7%

3 Year

+109.3%

10 Year

+340.2%
Description

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.

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People

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Directors & Officers

Name Title Year Born
Mr. Keith Warner Demmings President, CEO & Director 1973
Mr. Keith Roland Meier Executive VP & CFO 1970
Mr. Michael P. Campbell Executive VP & COO 1968
Mr. Robert A. Lonergan Executive VP, Chief Strategy & Transformation Officer 1977
Mr. Biju Nair Executive VP & President of Global Connected Living 1966
Mr. Vadim Lipovetsky Chief Investment Officer NA
Mr. Dimitry DiRienzo Senior VP, Chief Accounting Officer & Controller 1977
Mr. Joseph A. Surber III Chief Technology Officer NA
Mr. Sean Moshier Vice President of Investor Relations NA
Mr. Jay E. Rosenblum Executive VP & Chief Legal Officer 1967

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 20, 2026 Dimitry Dirienzo N/A Sale 750.00 $210.98 $158.24K SEC
Mar 20, 2026 Subhashish Sengupta N/A Sale 1.88K $210.53 $395.80K SEC
Mar 19, 2026 Subhashish Sengupta N/A Sale 20.00 $215.00 $4.30K SEC
Jan 29, 2026 Ro Khanna N/A Sale N/A $238.36 N/A —
Oct 03, 2025 Keith Demmings N/A Sale 13.73K $220.52 $3.03M SEC
Aug 29, 2025 Keith Demmings N/A Sale 4.28K $220.27 $941.65K SEC
Aug 29, 2025 Keith Demmings N/A Sale 4.28K $220.27 $941.65K SEC
Aug 26, 2025 Julia Letlow N/A Purchase N/A $214.31 N/A —
Aug 12, 2025 Jay Rosenblum N/A Sale 3.90K $208.53 $813.27K SEC
Aug 08, 2025 Dimitry Dirienzo N/A Sale 950.00 $204.96 $194.71K SEC
Aug 04, 2025 Ro Khanna N/A Purchase N/A $188.93 N/A —
May 16, 2025 Jay Rosenblum N/A Sale 1.00K $201.93 $201.93K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 5.01M Jun 30, 2026 10.16% $0.02 26.96%
Bank of New York Mellon Corp 4.73M Jun 30, 2026 9.59% $0.21 -1.85%
Vanguard Capital Management, LLC 3.24M Jun 30, 2026 6.56% $0.02 -0.20%
Vanguard Portfolio Management, LLC 2.84M Jun 30, 2026 5.75% $0.03 -5.71%
State Street Corp 2.54M Jun 30, 2026 5.15% $0.02 0.41%
T. Rowe Price Investment Management,Inc. 2.43M Jun 30, 2026 4.92% $0.43 -25.82%
Geode Capital Management, LLC 1.42M Jun 30, 2026 2.87% $0.02 0.74%
Amvescap Plc. 1.23M Jun 30, 2026 2.49% $0.03 0.02%
Dimensional Fund Advisors, Inc. 1.20M Jun 30, 2026 2.43% $0.06 6.57%
T. Rowe Price Associates, Inc. 1.14M Jun 30, 2026 2.32% $0.03 -0.25%
Bank of America Corp 1.00M Jun 30, 2026 2.04% $0.02 177.99%
Massachusetts Financial Services Company 920.40K Jun 30, 2026 1.87% $0.08 -0.22%
Fuller & Thaler Asset Management Inc 896.36K Jun 30, 2026 1.82% $0.66 28.50%
Morgan Stanley - Brokerage Accounts 777.26K Jun 30, 2026 1.58% $0.01 18.31%
VOYA INVESTMENT MANAGEMENT LLC 754.48K Jun 30, 2026 1.53% $0.17 -9.55%
FMR Inc 689.90K Jun 30, 2026 1.40% $0.01 -8.06%
NORGES BANK 651.73K Jun 30, 2026 1.32% $0.02 -2.85%
First Trust Advisors L.P. 612.53K Jun 30, 2026 1.24% $0.10 -3.22%
Lyrical Asset Management LP 582.80K Jun 30, 2026 1.18% $1.99 -4.79%
Schroder Investment Management Group 548.79K Jun 30, 2026 1.11% $0.10 9.82%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 1.56M 3.16% ▼ 1.06% Sep 30, 2026
2 Vanguard 500 Index Investor 1.30M 2.63% ▼ 1.59% Sep 30, 2026
3 BNY Mellon Dynamic Value Fund A 1.15M 2.32% ▼ 3.32% Sep 30, 2026
4 Vanguard Small Cap Index 1.11M 2.25% ▼ 2.58% Sep 30, 2026
5 T. Rowe Price Mid-Cap Growth 1.04M 2.11% ▼ 3.43% Sep 30, 2026
6 FullerThaler Behavioral Sm-Cp Eq R6 852.63K 1.73% ▲ 25.34% Jun 30, 2026
7 Vanguard MStar Small Cap Value Index 722.53K 1.46% ▼ 0.20% Sep 30, 2026
8 Invesco S&P 500® Equal Weight ETF 697.56K 1.41% ▼ 0.20% Sep 30, 2026
9 Fidelity 500 Index 643.18K 1.30% ▲ 0.39% Aug 31, 2026
10 iShares Core S&P 500 ETF 632.58K 1.28% ▲ 0.00% Sep 30, 2026

Financial Highlights

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Market Cap: $14.44B
EBITDA: $1.74B
P/E Ratio: $14.01
PEG Ratio: $2.16
Book Value: $123.48
Dividend/Share: $3.44
Dividend Yield: 1.21%
Earnings/Share: $20.89
Profit Margin: 7.90%
Operating Margin: 11.73%
ROA (TTM): 2.56%
ROE (TTM): 18.34%
Revenue (TTM): $13.46B
Revenue/Share (TTM): $269.63
Earnings Growth (YOY): 30.50%
Revenue Growth (YOY): 9.40%

Valuation Metrics

Enterprise Value: $14.57B
Trailing P/E: 14.01
Forward P/E: 10.93

Shares Statistics

Shares Outstanding: 49.32M
Shares Float: 48.96M
% Insiders: 0.701%
% Institutions: 100.38%
Shares Short: 1.44M
Shares Short (Prior Month): 1.32M
Short Ratio: 3.48
Short % Float: 3.87%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$12.81B
Cost of Goods Sold
adjust
$-2.93B
Gross Profit
subtotal
$9.89B
SG&A
adjust
$-8.69B
Other Operating Expense
adjust
$-111.00M
Operating Income
subtotal
$1.09B
Other / Non-Operating Items
adjust
$-214.70M
Net Income
subtotal
$872.70M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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