Assurant (AIZ)

• Market cap: $10.4B
• 1 day: -0.47%
• 5 days: -3.44%
• 1 month: -4.57%
• 3 months: -11.18%
• 6 months: 5.37%
• Year to date: -5.38%
• 1 year: 14.83%
• 5 years: 42.78%
• 10 years: 232.17%
• Sector: Financials
• Industry: Insurance Carriers

About: Assurant Inc offers a range of property-casualty, health, employee benefit, and warranty insurance to a client base made up of individuals and institutions. Its segments are Global Housing, Global lifestyle, Corporate and Other. Global Housing provides lender-placed homeowners insurance, lender-placed manufactured housing insurance and lender-placed flood insurance; renters insurance and related products; and voluntary manufactured housing insurance, voluntary homeowners insurance and other specialty products. Global Lifestyle, the key revenue-generating segment, provides mobile device solutions and extended service products and related services for mobile devices, consumer electronics and appliances; vehicle protection; and credit protection and other insurance products.

Employees: 13,600

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

103% more call options, than puts

Call options by funds: $5.33M | Put options by funds: $2.62M

85% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $9.61B [Q3] → $10.4B (+$763M) [Q4]

5% more funds holding

Funds holding: 515 [Q3] → 541 (+26) [Q4]

0.72% more ownership

Funds ownership: 94.19% [Q3] → 94.92% (+0.72%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 213

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $230 15% upside
• Avg. target: $244 22% upside
• High target: $251 25% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Keefe, Bruyette & Woods Tommy McJoynt 50% 1-year accuracy 3 / 6 met price target	15% upside $230	Outperform Upgraded	20 Feb 2025
Truist Securities Mark Hughes 77% 1-year accuracy 46 / 60 met price target	25% upside $250	Buy Maintained	13 Feb 2025
Morgan Stanley Bob Huang 72% 1-year accuracy 13 / 18 met price target	25% upside $251	Equal-Weight Initiated	5 Dec 2024