Assurant, Inc. $AIZ Shares Acquired by JPMorgan Chase & Co.

JPMorgan Chase & Co. boosted its position in shares of Assurant, Inc. (NYSE:AIZ) by 15.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 124,993 shares of the financial services provider’s stock after buying an additional 16,388 shares during the quarter. JPMorgan Chase & Co. owned 0.25% of Assurant worth $27,076,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Versant Capital Management Inc boosted its position in shares of Assurant by 72.6% during the 3rd quarter. Versant Capital Management Inc now owns 126 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 53 shares in the last quarter. CYBER HORNET ETFs LLC bought a new stake in shares of Assurant in the 2nd quarter worth approximately $27,000. Smartleaf Asset Management LLC lifted its stake in Assurant by 65.6% during the third quarter. Smartleaf Asset Management LLC now owns 149 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 59 shares during the last quarter. Root Financial Partners LLC bought a new stake in Assurant during the third quarter worth approximately $34,000. Finally, UMB Bank n.a. grew its position in Assurant by 360.0% in the third quarter. UMB Bank n.a. now owns 161 shares of the financial services provider’s stock worth $35,000 after buying an additional 126 shares during the last quarter. 92.65% of the stock is currently owned by institutional investors.

Key Stories Impacting Assurant

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Zacks lifted several near‑term and medium‑term EPS forecasts (notably Q1 2026 to $5.36 from $5.12, Q1 2027 to $4.98 from $4.86, Q2 2027 to $5.60 from $5.52, and modest raises for Q3 2026/Q3 2027 and FY2026). These upward tweaks imply better near‑term operating visibility and helped offset some weaker calls. Zacks estimate upgrades
• Positive Sentiment: Short interest fell ~16.9% in the latest reporting period (to ~769k shares), lowering the short‑ratio to ~1.3 days — a technical bullish sign that reduces downside pressure from short sellers. Short interest report
• Neutral Sentiment: Zacks published a FY2028 EPS projection ($24.21) — useful for longer‑term modeling but unlikely to move the stock materially today compared with the nearer‑term estimate changes. FY2028 outlook
• Negative Sentiment: Offsetting the positives, Zacks cut several later‑quarter and FY2027 forecasts (Q4 2026 to $5.75 from $5.93, Q4 2027 to $5.91 from $6.47, and FY2027 to $22.49 from $22.81), which signals some expected softness in back‑half results and caps upside. These downward revisions are a headwind for multiple‑quarter guidance expectations. Zacks estimate cuts

Assurant Stock Performance

Shares of AIZ stock opened at $229.75 on Friday. The company has a market capitalization of $11.42 billion, a price-to-earnings ratio of 13.54 and a beta of 0.56. Assurant, Inc. has a 1-year low of $174.97 and a 1-year high of $246.31. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 0.38. The stock’s fifty day simple moving average is $234.00 and its 200-day simple moving average is $223.75.

Assurant (NYSE:AIZ) last announced its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $5.61 EPS for the quarter, topping analysts’ consensus estimates of $5.55 by $0.06. The firm had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.28 billion. Assurant had a return on equity of 18.65% and a net margin of 6.81%.The business’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same period last year, the company posted $4.79 EPS. On average, sell-side analysts predict that Assurant, Inc. will post 16.88 earnings per share for the current fiscal year.

Assurant Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Tuesday, February 17th will be given a dividend of $0.88 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $3.52 dividend on an annualized basis and a yield of 1.5%. Assurant’s payout ratio is presently 20.74%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on AIZ. Morgan Stanley increased their price objective on Assurant from $232.00 to $248.00 and gave the company an “equal weight” rating in a research report on Monday, November 17th. Truist Financial upped their target price on Assurant from $265.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, February 12th. UBS Group lifted their price target on Assurant from $255.00 to $257.00 and gave the stock a “buy” rating in a research note on Monday, November 10th. Piper Sandler boosted their price objective on Assurant from $252.00 to $264.00 and gave the stock an “overweight” rating in a report on Friday, December 19th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Assurant in a report on Monday, December 29th. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $258.17.

Assurant Company Profile

Assurant, Inc is a global provider of risk management products and services, specializing in the housing and lifestyle markets. The company offers insurance and related products designed to help consumers protect their homes, personal belongings, and electronic devices. Its core offerings include renters insurance, manufactured housing finance, flood insurance, mobile device protection plans, and extended service contracts for appliances and electronics.

Within its Global Housing segment, Assurant partners with mortgage lenders, financial institutions and government agencies to deliver specialty insurance and risk mitigation services.