Assurant, Inc. (AIZ)
Company Info
US04621X1081
04621X108
Feb 5, 2004
Highlights
$10.29B
$13.01
15.60
1.46
$12.07B
$8.97B
$1.10B
$158.37 - $228.87
$233.00
4.06%
3.15
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Assurant, Inc. (AIZ) returned -4.45% year-to-date (YTD) and 20.81% over the past 12 months. Over the past 10 years, AIZ delivered an annualized return of 14.17%, outperforming the S&P 500 benchmark at 10.85%.
AIZ
-4.45%
5.31%
-9.97%
20.81%
6.47%
16.59%
14.17%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of AIZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.92% | -3.03% | 0.89% | -8.11% | 5.31% | -4.45% | |||||||
| 2024 | -0.32% | 8.50% | 3.74% | -7.35% | -0.53% | -3.76% | 5.18% | 12.28% | 1.65% | -3.60% | 18.47% | -5.78% | 28.55% |
| 2023 | 6.02% | -3.39% | -5.75% | 2.55% | -2.00% | 4.78% | 6.99% | 4.10% | 3.05% | 3.71% | 13.34% | 0.28% | 37.52% |
| 2022 | -2.15% | 11.74% | 7.14% | 0.03% | -2.49% | -2.17% | 1.70% | -9.46% | -8.34% | -6.48% | -5.10% | -2.46% | -18.34% |
| 2021 | -0.55% | -8.55% | 15.05% | 9.76% | 3.99% | -3.08% | 1.04% | 8.22% | -7.27% | 2.26% | -5.31% | 2.47% | 16.46% |
| 2020 | -0.40% | -7.22% | -13.68% | 2.07% | -2.84% | 0.69% | 4.05% | 13.69% | -0.21% | 2.52% | 4.33% | 5.50% | 6.09% |
| 2019 | 7.77% | 7.50% | -7.85% | 0.09% | 5.85% | 6.42% | 6.56% | 9.03% | 2.29% | 0.20% | 5.90% | -1.35% | 49.78% |
| 2018 | -9.28% | -5.97% | 6.95% | 1.54% | 1.15% | 10.86% | 6.58% | -6.28% | 4.99% | -9.95% | 0.65% | -8.02% | -9.18% |
| 2017 | 4.60% | 2.48% | -3.36% | 0.60% | 2.35% | 5.83% | 1.52% | -9.57% | 0.88% | 5.37% | 0.79% | -0.03% | 10.98% |
| 2016 | 0.96% | -11.93% | 8.51% | 9.62% | 3.93% | -1.24% | -3.82% | 8.50% | 3.02% | -12.72% | 7.90% | 7.55% | 18.19% |
| 2015 | -7.19% | -3.10% | 0.23% | 0.08% | 7.63% | 1.75% | 11.34% | 0.07% | 6.27% | 3.19% | 5.51% | -5.82% | 19.94% |
| 2014 | -1.54% | 0.82% | -1.02% | 3.77% | 1.00% | -3.33% | -3.34% | 5.79% | -3.67% | 6.10% | -0.53% | 1.24% | 4.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, AIZ is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Assurant, Inc. (AIZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Assurant, Inc. provided a 1.50% dividend yield over the last twelve months, with an annual payout of $3.04 per share. The company has been increasing its dividends for 20 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.04 | $2.96 | $2.82 | $2.74 | $2.66 | $2.55 | $2.43 | $2.28 | $2.15 | $2.03 | $1.37 | $1.06 |
Dividend yield | 1.50% | 1.39% | 1.67% | 2.19% | 1.71% | 1.87% | 1.85% | 2.55% | 2.13% | 2.19% | 1.70% | 1.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Assurant, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.80 | |||||||
| 2024 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.80 | $2.96 |
| 2023 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.72 | $0.00 | $2.82 |
| 2022 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.70 | $0.00 | $2.74 |
| 2021 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.68 | $0.00 | $2.66 |
| 2020 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.66 | $0.00 | $2.55 |
| 2019 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.63 | $0.00 | $2.43 |
| 2018 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.60 | $0.00 | $2.28 |
| 2017 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.56 | $0.00 | $2.15 |
| 2016 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.53 | $0.00 | $2.03 |
| 2015 | $0.00 | $0.27 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.50 | $0.00 | $1.37 |
| 2014 | $0.25 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.06 |
Dividend Yield & Payout
Dividend Yield
Assurant, Inc. has a dividend yield of 1.50%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Assurant, Inc. has a payout ratio of 20.45%, which is below the market average. This means Assurant, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Assurant, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Assurant, Inc. was 81.62%, occurring on Nov 20, 2008. Recovery took 1260 trading sessions.
The current Assurant, Inc. drawdown is 10.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.62% | Jul 9, 2008 | 96 | Nov 20, 2008 | 1260 | Nov 22, 2013 | 1356 |
| -44.63% | Apr 21, 2022 | 228 | Mar 17, 2023 | 258 | Mar 27, 2024 | 486 |
| -43.33% | Feb 18, 2020 | 22 | Mar 18, 2020 | 207 | Jan 12, 2021 | 229 |
| -24.2% | Aug 1, 2018 | 101 | Dec 24, 2018 | 129 | Jul 1, 2019 | 230 |
| -23.71% | Dec 8, 2015 | 44 | Feb 10, 2016 | 56 | May 2, 2016 | 100 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Assurant, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Assurant, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.
Valuation
The Valuation section provides an overview of how Assurant, Inc. is priced in the market compared to other companies in the Insurance - Specialty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AIZ, comparing it with other companies in the Insurance - Specialty industry. Currently, AIZ has a P/E ratio of 15.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AIZ compared to other companies in the Insurance - Specialty industry. AIZ currently has a PEG ratio of 1.5. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AIZ relative to other companies in the Insurance - Specialty industry. Currently, AIZ has a P/S ratio of 0.9. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AIZ in comparison with other companies in the Insurance - Specialty industry. Currently, AIZ has a P/B value of 1.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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