Assurant, Inc.

AIZ Financial Services Insurance - Specialty NYSE

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$222.91

$-4.27 (-1.88%)

Open: $225.19 | High: $225.19 | Low: $220.83 | Prev Close: $227.18

Market Cap: $11.16B

Volume: 228K | Avg: 399K

Last updated: March 09, 2026 at 02:00 AM
Investment Rating
B+

Neutral

Overall Score: 60/100


Rating Breakdown:
DCF Score 5/5
100%
Strong Buy
ROE Score 4/5
80%
Buy
ROA Score 4/5
80%
Buy
D/E Score 3/5
60%
Neutral
P/E Score 2/5
40%
Sell
P/B Score 1/5
20%
Strong Sell

Stock Score Analysis
E

Stock Score: 517

Comprehensive Quality Assessment


Component Breakdown:
Efficiency 25
Financial Health 20
Growth 70
Market Sentiment 10
Risk 50
Lower is better
Valuation 42
Momentum 0

Valuation Metrics
Valuation Ratios
P/E Ratio 13.17
P/B Ratio 1.91
P/S Ratio 0.87
EPS $16.92
Beta 0.55
Shares Outstanding 50.08M

Price Range & Moving Averages
52-Week High $246.31
52-Week Low $174.97
SMA 50 $233.45
SMA 200 $215.36

Dividend Information
Dividend Yield 1.51%
Annual Dividend $3.36

Earnings
Next Earnings May 05, 2026 08:00 PM ET
Financial Ratios
Margins
Gross Margin 77.2%
Operating Margin 8.5%
Net Margin 6.8%

Returns
ROE 15.6%
ROA 2.4%

Liquidity & Leverage
Debt/Equity 0.38
Current Ratio 0.50
Quick Ratio 0.50
Balance Sheet
Total Assets $36.29B
Total Liabilities $30.42B
Total Equity $5.87B

Cash $1.83B
Total Debt $2.21B
Net Debt $372.80M
Income Statement
Revenue $12.81B
Gross Profit $9.89B
Operating Income $1.09B
Net Income $872.70M

EBITDA $1.45B
Revenue/Share $255.28
Cash Flow
Operating CF $1.83B
CapEx $235.50M
Free Cash Flow $1.60B

Book Value/Share $116.97
Tangible Book/Share $-138.70
Equity/Share $116.97
Technical Indicators
RSI (14) 59.97 Neutral
MACD
-1.58 Signal: -2.27
Volatility 31.47%
Trading Signal Bullish
Performance & Returns
Total Returns
1 Year +9.57%

Risk-Adjusted Returns
Sharpe Ratio 0.46 Fair
Volatility (Ann.) 25.35% Moderate

vs S&P 500 (SPY)
AIZ (1Y) +9.57%
S&P 500 (1Y) +13.03%
Alpha (Excess Return) -3.46%
Sector Comparison (Financial Services)
Compared to 157 peers in Financial Services
Metric AIZ Sector Avg Percentile
P/E Ratio 13.17 47.9 19%
P/B Ratio 1.91 4.21 42%
ROE (%) 15.61% 19.78% 54%
Net Margin (%) 6.81% 18.93% 6%
Stock Score 517 429.0 70%
1Y Return (%) +9.57 % +7.97 % 45%
Percentile: 0% = worst in sector, 100% = best in sector
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
AIZ $222.91 $228.24 $227.41 $224.97 $233.18 $215.29 59.97 -1.58 31.47% 33754 Weak Short Bullish Stack
Candlestick Patterns

There wasn't any recognizable pattern for the AIZ stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
AIZ Assurant (AIZ) Up 0.3% Since Last Earnings Report: Can It Continue? Neutral zacks.com Read More
AIZ Reviewing Assurant (NYSE:AIZ) and Acmat (OTCMKTS:ACMTA) Neutral defenseworld.net Read More
AIZ Assurant Appoints Helen Sachdev as Chair of the UK Board of Directors Neutral businesswire.com Read More
AIZ AIZ Stock Trading at a Discount to Industry at 1.9X: Time to Hold? Neutral zacks.com Read More
AIZ Automotive Training Academy by Assurant Expands Exclusive Offering on Reynolds and Reynolds docuPAD eContracting System Neutral businesswire.com Read More
Recent Insider Trading

No recent insider trading data available for AIZ

Company Information

Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, and extended service products and related services for mobile devices, consumer electronics, and appliances; vehicle protection and related services; and credit protection and other insurance products. The Global Housing segment provides lender-placed homeowners insurance, manufactured housing, and flood insurance; and renters insurance and related products, as well as voluntary manufactured housing insurance, voluntary homeowners insurance, and other specialty 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 New York, New York.


CEO Keith Warner Demmings
Employees 14200
Country US
IPO Date 2004-02-05
Exchange NYSE
Website https://www.assurant.com
Sector Financial Services
Industry Insurance - Specialty
Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.


Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.