AI
AIZ
ASSURANT, INC.
$260.99
+0.96%
$12.9B
No data for this timeframe.
Vol
Market Cap$12.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$6.0B
Inst. Activity29 buys / 13 sells
Insider Activity0B / 6S
Insider Net $-$7.9M
SEC Reports2
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 was granted 668 shares
Director
May 22, 2026
Insider
WARREN KEVIN M was granted 668 shares
Director
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.
VOYA INVESTMENT MANAGEMENT LLC — ADD
834,121 shares ($181.2M)
Inst.
FMR LLC — TRIM
750,361 shares ($163.4M)
Price Targets
$280.50
+7.5% upside
Buy
Current $260.99
Low $270.00
Median $279.50
High $290.00
6 analysts
$270.00
$290.00
Analyst Ratings
2Strong Buy
9Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $5.16 ▼ -1.7% | $5.08 — $5.28 | 1% YoY | 7 |
| Next Q | $4.43 ▼ -1.8% | $4.13 — $4.73 | -23% YoY | 7 |
| Current FY | $21.04 ▲ +2.5% | $20.86 — $21.20 | 6% YoY | 7 |
| Next FY | $22.47 ▲ +0.8% | $22.00 — $23.51 | 7% YoY | 7 |
Latest Reports
NEUTRAL
COURT-RULING
4/10
The District of Delaware denied Intellectual Ventures' motion to dismiss Assurant's declaratory judgment action for non-
Apr 29, 2026
NEUTRAL
CLUSTER
3/10
Two executives at Assurant sold shares in the past week, with total open-market sales amounting to $560,331. The transac
Mar 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $859.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $706.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $655.2M | — |
| STATE STREET CORP | $551.4M | — |
| Invesco Ltd. | $267.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | DiRienzo Dimitry | SELL | $511.4K |
| May 22, 2026 | ROSEN ELAINE | A | $0.00 |
| May 22, 2026 | WARREN KEVIN | A | $0.00 |
| May 22, 2026 | Reilly Paul | A | $0.00 |
| May 22, 2026 | Redzic Ognjen | A | $0.00 |
50 institutional holders with $6.0B total value (27,686,019 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 13 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,945,876 | $859.5M | 14.3% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3,243,504 | $706.5M | 11.7% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,008,137 | $655.2M | 10.9% | — |
| 4 | STATE STREET CORP | 2,531,416 | $551.4M | 9.1% | — |
| 5 | Invesco Ltd. | 1,226,447 | $267.1M | 4.4% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,125,406 | $245.1M | 4.1% | — |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 922,421 | $200.9M | 3.3% | — |
| 8 | VOYA INVESTMENT MANAGEMENT LLC | 834,121 | $181.2M | 3.0% | ADD +46.9% |
| 9 | FMR LLC | 750,361 | $163.4M | 2.7% | TRIM -43.3% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 697,535 | $151.9M | 2.5% | — |
| 11 | MORGAN STANLEY | 656,985 | $143.1M | 2.4% | — |
| 12 | NORDEA INVESTMENT MANAGEMENT AB | 661,921 | $142.0M | 2.4% | — |
| 13 | FIRST TRUST ADVISORS LP | 632,896 | $137.9M | 2.3% | — |
| 14 | SCHRODER INVESTMENT MANAGEMENT GROUP | 499,734 | $108.8M | 1.8% | — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 466,506 | $101.6M | 1.7% | — |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 462,519 | $100.7M | 1.7% | — |
| 17 | FIL Ltd | 456,359 | $99.4M | 1.6% | — |
| 18 | BANK OF AMERICA CORP /DE/ | 361,210 | $78.7M | 1.3% | — |
| 19 | Woodline Partners LP | 356,532 | $77.7M | 1.3% | DOUBLED +254.1% |
| 20 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 344,640 | $75.1M | 1.2% | ADD +43.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 567,979 | 834,121 | +46.9% | $181.2M | 2026-Q1 |
| FMR LLC | TRIM | 1,322,968 | 750,361 | -43.3% | $163.4M | 2026-Q1 |
| Woodline Partners LP | DOUBLED | 100,674 | 356,532 | +254.1% | $77.7M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 240,240 | 344,640 | +43.5% | $75.1M | 2026-Q1 |
| Clark Capital Management Group, Inc. | TRIM | 312,674 | 172,329 | -44.9% | $37.5M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 95,068 | 158,906 | +67.1% | $34.6M | 2026-Q1 |
| Amundi | ADD | 77,050 | 151,136 | +96.2% | $32.9M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 52,903 | 146,740 | +177.4% | $32.0M | 2026-Q1 |
| Jain Global LLC | NEW | — | 137,217 | — | $29.9M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 79,600 | 101,095 | +27.0% | $22.0M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 32,614 | 99,888 | +206.3% | $21.8M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 61,808 | 80,774 | +30.7% | $17.6M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 30,709 | 49,517 | +61.2% | $10.8M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 18,994 | 43,809 | +130.6% | $9.5M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 8,172 | 36,726 | +349.4% | $8.0M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 5,370 | 30,574 | +469.3% | $6.7M | 2026-Q1 |
| CREDIT AGRICOLE S A | ADD | 14,969 | 22,559 | +50.7% | $4.9M | 2026-Q1 |
| STRS OHIO | ADD | 12,994 | 16,693 | +28.5% | $3.6M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | TRIM | 32,824 | 14,698 | -55.2% | $3.2M | 2026-Q1 |
| TORONTO DOMINION BANK | TRIM | 22,325 | 13,167 | -41.0% | $2.9M | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 7,315 | 13,000 | +77.7% | $2.8M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 2,217 | 11,672 | +426.5% | $2.5M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 5,664 | 10,021 | +76.9% | $2.2M | 2026-Q1 |
| XPONANCE LLC | DOUBLED | 4,376 | 9,357 | +113.8% | $2.0M | 2026-Q1 |
| Capital Research Global Investors | DOUBLED | 3,411 | 7,970 | +133.7% | $1.7M | 2026-Q1 |
19 unique insiders with 38 transactions. Net insider value: -$7.9M ($0.00 bought, $7.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | DiRienzo Dimitry | SVP, CAO, Controller | SELL | 2,000 | $255.68 | $511.4K |
| May 22, 2026 | ROSEN ELAINE | Director | AWARD | 668 | — | — |
| May 22, 2026 | WARREN KEVIN M | Director | AWARD | 668 | — | — |
| May 22, 2026 | Reilly Paul J | Director | AWARD | 668 | — | — |
| May 22, 2026 | Redzic Ognjen | Director | AWARD | 668 | — | — |
| May 22, 2026 | Granat Sari Beth | Director | AWARD | 668 | — | — |
| May 22, 2026 | EDELMAN HARRIET | Director | AWARD | 668 | — | — |
| May 22, 2026 | Carter J Braxton II | Director | AWARD | 668 | — | — |
| May 22, 2026 | Blake Lynn S. | Director | AWARD | 668 | — | — |
| May 22, 2026 | Basu Rajiv | Director | AWARD | 668 | — | — |
| May 15, 2026 | MEIER KEITH | EVP, Chief Financial Officer | SELL | 25,000 | $254.31 | $6.4M |
| May 14, 2026 | Rosenblum Jay | EVP, Chief Legal Officer | SELL | 2,000 | $251.77 | $503.5K |
| Apr 1, 2026 | Biju Nair | EVP, Pres, Global Conn Living | TAX W/H | 1,108 | $216.33 | $239.7K |
| Apr 1, 2026 | Sengupta Subhashish | EVP, Chief People Officer | TAX W/H | 149 | $216.33 | $32.2K |
| Apr 1, 2026 | Lumsden Ryan | EVP, Pres, Global Housing | TAX W/H | 557 | $216.33 | $120.5K |
| Mar 20, 2026 | DiRienzo Dimitry | SVP, CAO, Controller | SELL | 750 | $210.98 | $158.2K |
| Mar 20, 2026 | Sengupta Subhashish | EVP, Chief People Officer | SELL | 1,880 | $210.53 | $395.8K |
| Mar 19, 2026 | Sengupta Subhashish | EVP, Chief People Officer | SELL | 20 | $215.00 | $4.3K |
| Mar 16, 2026 | Demmings Keith | President and CEO | TAX W/H | 42,338 | $222.15 | $9.4M |
| Mar 16, 2026 | Demmings Keith | President and CEO | AWARD | 83,030 | — | — |
| Mar 16, 2026 | Lumsden Ryan | EVP, Pres. Global Housing | TAX W/H | 1,033 | $222.15 | $229.5K |
| Mar 16, 2026 | Lumsden Ryan | EVP, Pres. Global Housing | AWARD | 2,189 | — | — |
| Mar 16, 2026 | MEIER KEITH | EVP, CFO | TAX W/H | 11,717 | $222.15 | $2.6M |
| Mar 16, 2026 | MEIER KEITH | EVP, CFO | AWARD | 22,355 | — | — |
| Mar 16, 2026 | Biju Nair | EVP/Pres. Global Conn. Living | TAX W/H | 7,385 | $222.15 | $1.6M |
| Mar 16, 2026 | Biju Nair | EVP/Pres. Global Conn. Living | AWARD | 14,947 | — | — |
| Mar 16, 2026 | Rosenblum Jay | EVP and CLO | TAX W/H | 6,196 | $222.15 | $1.4M |
| Mar 16, 2026 | Rosenblum Jay | EVP and CLO | AWARD | 11,736 | — | — |
| Mar 16, 2026 | Sengupta Subhashish | EVP, Chief People Officer | TAX W/H | 1,239 | $222.15 | $275.2K |
| Mar 16, 2026 | Sengupta Subhashish | EVP, Chief People Officer | AWARD | 2,076 | — | — |
| Mar 16, 2026 | Strickland Jeffrey A. | EVP, Pres. Global Automotive | TAX W/H | 722 | $222.15 | $160.4K |
| Mar 16, 2026 | Strickland Jeffrey A. | EVP, Pres. Global Automotive | AWARD | 1,711 | — | — |
| Mar 16, 2026 | Campbell Michael P. | EVP, COO | AWARD | 13,285 | — | — |
| Mar 16, 2026 | Campbell Michael P. | EVP, COO | TAX W/H | 7,687 | $222.15 | $1.7M |
| Mar 16, 2026 | DiRienzo Dimitry | SVP, CAO, Controller | TAX W/H | 1,395 | $222.15 | $309.9K |
| Mar 16, 2026 | DiRienzo Dimitry | SVP, CAO, Controller | AWARD | 3,387 | — | — |
| Mar 16, 2026 | Lonergan Robert | EVP, CSTO | AWARD | 13,414 | — | — |
| Mar 16, 2026 | Lonergan Robert | EVP, CSTO | TAX W/H | 6,699 | $222.15 | $1.5M |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.5/10.
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
+7.5% upside
Buy (1.43)
$270.00 Low
$290.00 High
| Metric | Value |
|---|---|
| Current Price | $260.99 |
| Target Low | $270.00 |
| Target Mean | $280.50 |
| Target Median | $279.50 |
| Target High | $290.00 |
| # Analysts | 6 |
| Recommendation | Buy (1.43) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$5.16 | $5.08 | $5.28 | 1.2% | -1.7% | 3↑ 3↓ | $3.4B | 8.1% | 7 |
| Next Q 2026-09-30 |
$4.43 | $4.13 | $4.73 | -22.7% | -1.8% | 2↑ 4↓ | $3.5B | 7.3% | 7 |
| Current FY 2026-12-31 |
$21.04 | $20.86 | $21.20 | 6.5% | +2.5% | 6↑ 1↓ | $13.9B | 8.1% | 7 |
| Next FY 2027-12-31 |
$22.47 | $22.00 | $23.51 | 6.8% | +0.8% | 6↑ 1↓ | $14.6B | 5.7% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $5.159 | |
| 7d ago | $5.162 | -0.003 |
| 30d ago | $5.249 | -0.090 |
| 60d ago | $5.313 | -0.153 |
| 90d ago | $5.304 | -0.145 |
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 9 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% |
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