Assurant, Inc. (AIZ)

Assurant reported strong second-quarter results with an adjusted EPS of $5.56, exceeding estimates, and revenue rose approximately 8% year-over-year to $3.2 billion, leading to a stock increase. While Assurant reported better-than-expected Q4 2024 adjusted EPS of $4.79 and revenue of $3.1 billion, its stock fell due to cautious 2025 guidance. Assurant is scheduled to release its third-quarter 2025 financial results on November 4, 2025, with analysts anticipating an EPS of $4.06. Assurant has consistently declared a quarterly dividend of $0.80 per share. Assurant announced a strategic partnership with Plug to accelerate growth in the device circularity market. Assurant expanded its automation capabilities through the acquisition of OptoFidelity's mobile device testing solutions. Over the past six months, AIZ stock has climbed between 6.2% and 10.50%. Analysts generally hold a "Moderate Buy" consensus rating for AIZ, with an average price target of around $243.00 to $246.00. CEO Keith Demmings and EVP Jay Rosenblum sold shares of Assurant stock.

Specific detailed demand seasonality for all of Assurant's products and services is not extensively detailed in the provided information. Mobile trade-in and upgrade programs have shown significant growth, with an emerging trend of consumers prioritizing AI features in new devices, potentially accelerating upgrade cycles. Proactive seasonal home maintenance is a critical strategy for reducing financial exposure and stabilizing insurance markets. The provided information does not detail specific demand seasonality for Assurant's vehicle protection services.

Assurant, Inc. is a global provider of risk management solutions, specializing in lifestyle and housing protection products and services, operating across North America, Latin America, Europe, and Asia Pacific. The company's core business revolves around safeguarding and servicing connected devices, homes, and automobiles, falling under the Financial Services sector and the Insurance - Property & Casualty industry. The Global Lifestyle segment offers mobile device solutions, extended service contracts, and insurance policies, while the Global Housing segment focuses on property-related insurance products. Assurant generates revenue through premiums, fees, and investment income, leveraging data-driven technology solutions.

Assurant maintains a significant global presence, operating in 21 countries across four continents: North America, Latin America, Europe, and Asia Pacific.

Assurant has received positive recognitions for its workplace culture, ethical practices, and innovation, including Forbes World's Best Employers 2025, TIME's World's Best Companies 2025 (and 2024), and World's Most Ethical Companies® 2025. It was also recognized as one of Fortune's America's Most Innovative Companies 2025 and America's Greenest Companies 2024. Assurant earned Great Place to Work® Certification in the U.S. However, customer reviews on third-party platforms show dissatisfaction with customer service and claims handling, and Comparably reported a low Net Promoter Score (NPS).

Institutional investors hold a significant majority of Assurant, Inc. stock, with ownership percentages ranging from 92.65% to 95.21%. Major institutional owners include Vanguard Group Inc., Bank of New York Mellon Corp., T. Rowe Price Investment Management, Inc., and BlackRock, Inc. Insurance Nv Fortis is a notable individual insider owner, holding 4.15 million shares, representing 8.22% of the company.