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Assurant, Inc.
$278.03 -2.08 (-0.74%) At close · Jul 8
Market Cap
$13.83B
Shares
49,547,637

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$278.03 Open$281.77 Day$277.96–281.77 52W$181.27–284.12 Avg vol 30d301K Short int1.4M · 2.9% float · 3.1d Short vol59% Last earningsMay 5, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Equibles Rating blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.57
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +20%
above
Price vs 50-day avg +9%
above
RSI (14) 72
overbought
MACD trend Positive
52-week position 94%
near high
Momentum
relative strength
Very Strong
1-month return +10%
trailing
6-month return +19%
trailing
YTD return +16%
this year
Relative strength +11%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $254 › 200d $232 — 50d above 200d
Institutional flow Distributing
22 of 580 funds reported for Jun 30 · net -3.6K sh shares · +1 new
Insider flow Distributing
Net -$7.4M over 90 days · 100% sells
Short interest Rising
2.88% of float · ▲ +30.1% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
580 holders — near 3-yr high, broad support
Squeeze score 53
elevated · 0–100
Fundamentals
Strong
Revenue growth +8%
Y/Y
EPS growth +17%
Y/Y
Free cash flow $1.6B
Valuation P/E 14.3
in line
Buyback $774.6M
remaining
Balance sheet $172.8M
net debt
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −13%
past year
ATR 1.9%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
Next earnings call
Aug 4, 2026 Est · unconfirmed · in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Guidance & track record
      Latest guidance · from the 8-K filed May 5, 2026
      Corporate and Other Adjusted EBITDA loss · 2026 Outlook Non-GAAP Initiated $140M
      Depreciation expense · 2026 Outlook Initiated $180M
      Effective tax rate · 2026 Outlook Initiated 19% – 21%
      Interest expense · 2026 Outlook Initiated $113M
      Amortization of purchased intangible assets · 2026 Outlook Initiated $70M
      Share repurchases · 2026 Outlook Initiated $300M – $350M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 1 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +20% Bullish
      Price vs 50-day avg
      +9% Bullish
      RSI (14)
      72 Bearish
      MACD trend
      Positive Bullish
      52-week position
      94% Bullish
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) No cross
      50d $254 › 200d $232 — 50d above 200d
      Institutional flow Distributing
      22 of 580 funds reported for Jun 30 · net -3.6K sh shares · +1 new
      Insider flow Distributing
      Net -$7.4M over 90 days · 100% sells
      Short interest Rising
      2.88% of float · ▲ +30.1% MoM · 3.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      580 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $181 Now $278 · 94% 52-wk high $284
      vs 200-day avg +20% vs 50-day avg +9%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted earnings, excluding reportable catastrophes, per diluted share non-GAAP $6.33 Q1 2026
      Global Housing Adjusted EBITDA, ex. reportable catastrophes non-GAAP $261.1M Q1 2026
      adjusted EBITDA CAGR excluding catastrophes since 2020 non-GAAP 11% 2020 to 2025 call
      adjusted EBITDA growth excluding reportable catastrophes non-GAAP 6% Q1 2026 call
      adjusted EBITDA growth excluding reportable catastrophes and prior year reserve development non-GAAP 8% Q1 2026 call
      adjusted EPS CAGR excluding catastrophes since 2020 non-GAAP 17% 2020 to 2025 call
      adjusted EPS growth excluding reportable catastrophes non-GAAP 9% Q1 2026 call
      adjusted EPS growth excluding reportable catastrophes and prior year reserve development non-GAAP 12% Q1 2026 call
      average ROE 14% 2020 to 2025 call
      Connected Living earnings growth 18% Q1 2026 call
      Global Automotive earnings growth 23% Q1 2026 call
      loans represented by lender place renewals 5M Q1 2026 call
      return on tangible equity 30% 2020 to 2025 call
      total devices protected 69M Q1 2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Insurance - Property & Casualty — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      AIZ
      Assurant, Inc.
      this stock
      $13.83B +15.9% +9.2% 14.3 2.9%
      CB
      Chubb Ltd
      $134.90B +14.1% +6.5% 12.3 1.1%
      PGR
      Progressive Corp/Oh/
      $134.25B +7.2% +16.3% 11.7 1.3%
      TRV
      Travelers Companies, Inc.
      $71.73B +16.8% +5.2% 10.1 2.8%
      ALL
      Allstate Corp
      $64.45B +20.1% +5.6% 5.5 3.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      580
      % held
      88.9%
      Reported
      22 of 580
      Top holder
      Bank of New York Mellon C…
      Held Float
      View
      Held by Funds
      Fund positions
      605
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.4M
      Days to cover
      3.1d
      Change
      +329.4K sh
      View
      Short Volume
      Short vol %
      59%
      As of
      Jul 9, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      739
      Value
      $191.0K
      As of
      Jun 12, 2026
      View
      Off-Exchange
      Off-exchange %
      71.5%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$7.4M
      Buyers / Sellers
      0 / 3
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Julia Letlow
      Amount
      $1.0K–$15.0K
      Traded
      Aug 26, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $12.8B
      Net income (FY)
      $872.7M
      EPS diluted
      $16.93
      View
      Buybacks
      Authorized
      $700.0M
      Remaining
      $774.6M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 22, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $1.8M
      Shares
      7.0K
      Filed
      Jun 22, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 5, 2026
      View
      Investor Relations
      Latest news
      Test Item: Company reports Q1 202…
      Published
      Apr 1, 2023
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      AIZ +3.5% +10.3% +18.8% +3.5% +15.9%
      SPY -0.2% +0.8% +7.4% -0.2% +9.3%
      vs SPY +3.7% +9.5% +11.4% +3.7% +6.6%

      Capital returns

      Latest dividend
      $0.88 / share · ex Jun 8, 2026
      Raised 10%
      Paid (TTM)
      $3.44 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.24%
      Buyback program · as of Dec 31, 2025
      Authorized
      $700.00M
      Spent (derived)
      Remaining
      $774.60M

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1267238 CUSIP 04621X108 13F (30d) 46 filings 24 filers Visit website Investor relations