AIZ

ASSURANT, INC.

NYSE · Insurance Carriers, NEC · Inc. DE · CIK 0001267238
$250.99 -0.41% $12.5B
Insider Selling Cluster (2 insiders)
Vol
Market Cap$12.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders8 funds
Inst. Value$2.5B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 6S
Insider Net $-$7.9M
SEC Reports2
Exchange NYSE·Sector Insurance Carriers, NEC·Inc. DE·CIK 0001267238·Prev Close $252.02

Recent Activity

May 26, 2026 Insider
DiRienzo Dimitry sold 2,000 shares
SVP, CAO, Controller @ $255.68 ($511.4K)
May 22, 2026 Insider
ROSEN ELAINE sold 668 shares
Director @ $0.00 ($0.00)
May 22, 2026 Insider
WARREN KEVIN M sold 668 shares
Director @ $0.00 ($0.00)
May 18, 2026 dark_pool
Dark Pool: AIZ — 0.6M shares, 22,754 trades
Week starting 2026-05-18. Total ATS volume: 551,467 shares across 22,754 trades.
Apr 29, 2026 SEC
The District of Delaware denied Intellectual Ventures' motion to dismiss Assurant's declaratory judgment action for non-
COURT-RULING — Impact 4/10
Mar 23, 2026 SEC
Two executives at Assurant sold shares in the past week, with total open-market sales amounting to $560,331. The transac
CLUSTER — Impact 3/10
Inst.
FMR LLC — ADD
1,322,968 shares ($318.6M)
Inst.
NORGES BANK — NEW
670,848 shares ($161.6M)

Price Targets

$280.50 +11.8% upside Buy
Current $250.99 Low $270.00 Median $279.50 High $290.00 6 analysts
$270.00 $290.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
2Strong Buy
9Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 14, 2026 Morgan Stanley UPGRADE Equal-Weight → Overweight
May 13, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 11, 2026 UBS MAINTAIN Buy → Buy
May 11, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $5.17 $5.10 — $5.28 1% YoY 6
Next Q $4.48 ▼ -1.2% $4.23 — $4.73 -22% YoY 6
Current FY $21.04 $20.86 — $21.20 6% YoY 6
Next FY $22.54 ▲ +0.7% $22.00 — $23.51 7% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.6B
FMR LLC$318.6MADD
NORGES BANK$161.6MNEW
MORGAN STANLEY$154.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT$109.2MNEW

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026DiRienzo DimitrySELL$511.4K
May 22, 2026ROSEN ELAINEA$0.00
May 22, 2026WARREN KEVINA$0.00
May 22, 2026Reilly PaulA$0.00
May 22, 2026Redzic OgnjenA$0.00
8 institutional holders with $2.5B total value (10,205,146 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,646,106$1.6B65.1%
2FMR LLC1,322,968$318.6M13.0%ADD +31.8%
3NORGES BANK670,848$161.6M6.6%NEW
4MORGAN STANLEY640,431$154.2M6.3%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC453,209$109.2M4.4%NEW
6BANK OF AMERICA CORP /DE/356,750$85.9M3.5%
7TWO SIGMA INVESTMENTS, LP92,383$22.3M0.9%TRIM -26.8%
8WELLS FARGO & COMPANY/MN22,451$5.4M0.2%TRIM -35.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD1,003,5611,322,968+31.8%$318.6M2025-Q4
NORGES BANKNEW670,848$161.6M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM126,13392,383-26.8%$22.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT61,9000-100.0%$0.002025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED21,117126,133+497.3%$27.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED2,40061,900+2479.2%$13.4M2025-Q3
NORGES BANKEXIT664,8450-100.0%$0.002025-Q3
NORGES BANKNEW664,845$131.3M2025-Q2
UBS Group AGTRIM223,261158,051-29.2%$31.2M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW21,117$4.2M2025-Q2
WELLS FARGO & COMPANY/MNTRIM32,61620,999-35.6%$4.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT24,5412,400-90.2%$474.0K2025-Q2
UBS Group AGADD174,721223,261+27.8%$46.8M2025-Q1
WELLS FARGO & COMPANY/MNADD21,26732,616+53.4%$6.8M2025-Q1
CITADEL ADVISORS LLCTRIM42,50026,276-38.2%$5.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM41,10024,541-40.3%$5.1M2025-Q1
NORGES BANKEXIT672,8980-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM93,67742,500-54.6%$9.1M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW41,100$8.8M2024-Q4
WELLS FARGO & COMPANY/MNTRIM35,95821,267-40.9%$4.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW449,153$89.3M2024-Q3
19 unique insiders with 6 transactions. Net insider value: -$7.9M ($0.00 bought, $7.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026DiRienzo DimitrySVP, CAO, ControllerSELL2,000$255.68$511.4K
May 22, 2026ROSEN ELAINEDirectorA668$0.00$0.00
May 22, 2026WARREN KEVIN MDirectorA668$0.00$0.00
May 22, 2026Reilly Paul JDirectorA668$0.00$0.00
May 22, 2026Redzic OgnjenDirectorA668$0.00$0.00
May 22, 2026Granat Sari BethDirectorA668$0.00$0.00
May 22, 2026EDELMAN HARRIETDirectorA668$0.00$0.00
May 22, 2026Carter J Braxton IIDirectorA668$0.00$0.00
May 22, 2026Blake Lynn S.DirectorA668$0.00$0.00
May 22, 2026Basu RajivDirectorA668$0.00$0.00
May 15, 2026MEIER KEITHEVP, Chief Financial OfficerSELL25,000$254.31$6.4M
May 14, 2026Rosenblum JayEVP, Chief Legal OfficerSELL2,000$251.77$503.5K
Apr 1, 2026Biju NairEVP, Pres, Global Conn LivingF1,108$216.33$239.7K
Apr 1, 2026Sengupta SubhashishEVP, Chief People OfficerF149$216.33$32.2K
Apr 1, 2026Lumsden RyanEVP, Pres, Global HousingF557$216.33$120.5K
Mar 20, 2026DiRienzo DimitrySVP, CAO, ControllerSELL750$210.98$158.2K
Mar 20, 2026Sengupta SubhashishEVP, Chief People OfficerSELL1,880$210.53$395.8K
Mar 19, 2026Sengupta SubhashishEVP, Chief People OfficerSELL20$215.00$4.3K
Mar 16, 2026Demmings KeithPresident and CEOF42,338$222.15$9.4M
Mar 16, 2026Demmings KeithPresident and CEOA83,030$0.00$0.00
Mar 16, 2026Lumsden RyanEVP, Pres. Global HousingF1,033$222.15$229.5K
Mar 16, 2026Lumsden RyanEVP, Pres. Global HousingA2,189$0.00$0.00
Mar 16, 2026MEIER KEITHEVP, CFOF11,717$222.15$2.6M
Mar 16, 2026MEIER KEITHEVP, CFOA22,355$0.00$0.00
Mar 16, 2026Biju NairEVP/Pres. Global Conn. LivingF7,385$222.15$1.6M
Mar 16, 2026Biju NairEVP/Pres. Global Conn. LivingA14,947$0.00$0.00
Mar 16, 2026Rosenblum JayEVP and CLOF6,196$222.15$1.4M
Mar 16, 2026Rosenblum JayEVP and CLOA11,736$0.00$0.00
Mar 16, 2026Sengupta SubhashishEVP, Chief People OfficerF1,239$222.15$275.2K
Mar 16, 2026Sengupta SubhashishEVP, Chief People OfficerA2,076$0.00$0.00
Mar 16, 2026Strickland Jeffrey A.EVP, Pres. Global AutomotiveF722$222.15$160.4K
Mar 16, 2026Strickland Jeffrey A.EVP, Pres. Global AutomotiveA1,711$0.00$0.00
Mar 16, 2026Campbell Michael P.EVP, COOA13,285$0.00$0.00
Mar 16, 2026Campbell Michael P.EVP, COOF7,687$222.15$1.7M
Mar 16, 2026DiRienzo DimitrySVP, CAO, ControllerF1,395$222.15$309.9K
Mar 16, 2026DiRienzo DimitrySVP, CAO, ControllerA3,387$0.00$0.00
Mar 16, 2026Lonergan RobertEVP, CSTOA13,414$0.00$0.00
Mar 16, 2026Lonergan RobertEVP, CSTOF6,699$222.15$1.5M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 2 strong buy, 9 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$280.50 mean target +11.8% upside Buy (1.50)
$270.00 Low $290.00 High
MetricValue
Current Price$250.99
Target Low$270.00
Target Mean$280.50
Target Median$279.50
Target High$290.00
# Analysts6
RecommendationBuy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$5.17 $5.10 $5.28 1.4% +0.2% 3↑ 3↓ $3.4B 8.1% 6
Next Q
2026-09-30
$4.48 $4.23 $4.73 -21.8% -1.2% 2↑ 4↓ $3.5B 7.3% 6
Current FY
2026-12-31
$21.04 $20.86 $21.20 6.4% -0.1% 6↑ 1↓ $13.9B 8.1% 6
Next FY
2027-12-31
$22.54 $22.00 $23.51 7.1% +0.7% 6↑ 1↓ $14.6B 5.7% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$5.172
7d ago$5.159+0.013
30d ago$5.164+0.009
60d ago$5.249-0.077
90d ago$5.313-0.140
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 14, 2026 Morgan Stanley UPGRADE Equal-Weight Overweight
May 13, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 11, 2026 UBS MAINTAIN Buy Buy
May 11, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 7, 2026 Truist Securities MAINTAIN Buy Buy
Apr 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 12, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 12, 2026 Truist Securities MAINTAIN Buy Buy
Dec 19, 2025 Piper Sandler MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262920085%
May 1, 20262820083%
Apr 1, 20262820083%
Mar 1, 20262820083%
Feb 1, 20262820083%
Jan 1, 20262820083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: AIZ — 0.6M shares, 22,754 trades
Week starting 2026-05-18. Total ATS volume: 551,467 shares across 22,754 trades.
May 14, 2026
short_interest
FTD: AIZ — 3,122 shares ($0.8M) failed to deliver
Settlement: 20260514, Price: $242.61, FTD Value: $757,428.42, ASSURANT INC
May 11, 2026
dark_pool
Dark Pool: AIZ — 0.7M shares, 27,944 trades
Week starting 2026-05-11. Total ATS volume: 724,179 shares across 27,944 trades.
May 5, 2026
earnings_calendar
AIZ Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: AIZ — 1.1M shares, 33,365 trades
Week starting 2026-05-04. Total ATS volume: 1,076,633 shares across 33,365 trades.
Apr 28, 2026
Enforcement
Assurant, Inc. v. Intellectual Ventures I LLC, Intellectual Ventures II LLC, and Callahan Cellular L.L.C.
Court ruling from District Court, D. Delaware. Docket: 1:24-cv-00344
Apr 27, 2026
dark_pool
Dark Pool: AIZ — 0.7M shares, 26,716 trades
Week starting 2026-04-27. Total ATS volume: 698,026 shares across 26,716 trades.
Apr 20, 2026
dark_pool
Dark Pool: AIZ — 0.7M shares, 23,314 trades
Week starting 2026-04-20. Total ATS volume: 698,187 shares across 23,314 trades.
Apr 16, 2026
short_interest
FTD: AIZ — 9,700 shares ($2.2M) failed to deliver
Settlement: 20260416, Price: $224.01, FTD Value: $2,172,897, ASSURANT INC
Apr 13, 2026
short_interest
FTD: AIZ — 9,587 shares ($2.1M) failed to deliver
Settlement: 20260413, Price: $219.40, FTD Value: $2,103,387.8, ASSURANT INC
Apr 13, 2026
dark_pool
Dark Pool: AIZ — 0.4M shares, 21,096 trades
Week starting 2026-04-13. Total ATS volume: 388,598 shares across 21,096 trades.
Apr 10, 2026
short_interest
FTD: AIZ — 22,638 shares ($5.1M) failed to deliver
Settlement: 20260410, Price: $223.28, FTD Value: $5,054,612.64, ASSURANT INC
Apr 8, 2026
short_interest
FTD: AIZ — 19,018 shares ($4.2M) failed to deliver
Settlement: 20260408, Price: $218.80, FTD Value: $4,161,138.4, ASSURANT INC
Apr 7, 2026
short_interest
FTD: AIZ — 20,000 shares ($4.4M) failed to deliver
Settlement: 20260407, Price: $217.99, FTD Value: $4,359,800, ASSURANT INC
Apr 6, 2026
dark_pool
Dark Pool: AIZ — 0.3M shares, 17,979 trades
Week starting 2026-04-06. Total ATS volume: 330,327 shares across 17,979 trades.
Apr 6, 2026
short_interest
FTD: AIZ — 30,000 shares ($6.5M) failed to deliver
Settlement: 20260406, Price: $218.26, FTD Value: $6,547,800, ASSURANT INC