Vise Technologies Inc. Takes Position in Assurant, Inc. $AIZ

Vise Technologies Inc. acquired a new position in Assurant, Inc. (NYSE:AIZ) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 8,922 shares of the financial services provider’s stock, valued at approximately $2,396,000.

Other large investors have also recently made changes to their positions in the company. Jupiter Asset Management Ltd. lifted its position in shares of Assurant by 1.6% during the fourth quarter. Jupiter Asset Management Ltd. now owns 349,361 shares of the financial services provider’s stock valued at $84,144,000 after buying an additional 5,462 shares during the last quarter. Strs Ohio boosted its holdings in shares of Assurant by 972.1% in the 4th quarter. Strs Ohio now owns 12,994 shares of the financial services provider’s stock valued at $3,130,000 after buying an additional 11,782 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in shares of Assurant by 146.7% in the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 8,140 shares of the financial services provider’s stock worth $1,961,000 after buying an additional 4,840 shares during the last quarter. BlackRock Inc. bought a new position in shares of Assurant during the 2nd quarter worth approximately $1,345,211,000. Finally, Bank of America Corp DE raised its stake in shares of Assurant by 1.3% during the 1st quarter. Bank of America Corp DE now owns 361,210 shares of the financial services provider’s stock worth $78,675,000 after acquiring an additional 4,460 shares in the last quarter. 92.65% of the stock is owned by institutional investors.

Assurant News Summary

Here are the key news stories impacting Assurant this week:

• Positive Sentiment: Zacks upgraded Assurant to a “Buy” rating. The upgrade to Zacks Rank #2 reflects improving earnings-estimate trends and could support continued investor interest in AIZ. Assurant Upgraded to Buy: What Does It Mean for the Stock?
• Positive Sentiment: Several longer-term earnings forecasts were raised. Zacks lifted its FY2026 EPS estimate to $21.70 from $20.92, FY2027 to $23.00 from $22.46, and FY2028 to $24.74 from $24.44. The Q1 2027 forecast also increased substantially to $5.59 from $4.97. These revisions imply stronger projected profitability and exceed or broadly align with the current full-year consensus. Zacks Research Brokers Raise Earnings Estimates for Assurant
• Positive Sentiment: Assurant’s latest reported quarter provides supportive fundamental context: EPS of $6.41 exceeded the $5.17 consensus estimate, while revenue increased 9.4% year over year to $3.45 billion. The earnings beat likely reinforces confidence behind the estimate upgrades.
• Neutral Sentiment: A separate Zacks analysis highlighted Assurant as a potential value investment based on earnings revisions, value, growth and momentum factors. With a reported P/E ratio of about 13.6, valuation may remain attractive, although the article did not provide a specific new price target. Should Value Investors Buy Assurant Stock?
• Negative Sentiment: Near-term estimates were mixed. Zacks lowered Q3 2026 EPS to $4.36 from $4.39 and Q4 2026 to $4.98 from $5.43, while cutting Q4 2027 to $5.65 from $5.76. These reductions could limit upside if upcoming results fall short of expectations.

Insiders Place Their Bets

In other news, EVP Robert Lonergan sold 7,000 shares of Assurant stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $262.71, for a total transaction of $1,838,970.00. Following the completion of the sale, the executive vice president directly owned 27,374 shares in the company, valued at approximately $7,191,423.54. The trade was a 20.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Dimitry Dirienzo sold 2,000 shares of the business’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $255.68, for a total transaction of $511,360.00. Following the sale, the chief accounting officer directly owned 2,741 shares in the company, valued at $700,818.88. This trade represents a 42.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 12,931 shares of company stock valued at $3,539,300. Insiders own 0.54% of the company’s stock.

Assurant Stock Performance

AIZ opened at $284.14 on Friday. Assurant, Inc. has a 52-week low of $205.01 and a 52-week high of $303.94. The company has a quick ratio of 0.38, a current ratio of 0.38 and a debt-to-equity ratio of 0.36. The company has a market cap of $14.01 billion, a P/E ratio of 13.57 and a beta of 0.55. The firm’s 50-day moving average price is $276.34 and its 200-day moving average price is $247.72.

Assurant (NYSE:AIZ) last announced its quarterly earnings data on Tuesday, August 4th. The financial services provider reported $6.41 EPS for the quarter, beating the consensus estimate of $5.17 by $1.24. The firm had revenue of $3.45 billion during the quarter, compared to analyst estimates of $3.43 billion. Assurant had a net margin of 7.90% and a return on equity of 20.40%. Assurant’s revenue was up 9.4% on a year-over-year basis. During the same period last year, the firm posted $5.56 EPS. As a group, equities analysts anticipate that Assurant, Inc. will post 22.05 EPS for the current fiscal year.

Assurant Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, August 31st will be paid a dividend of $0.88 per share. The ex-dividend date is Monday, August 31st. This represents a $3.52 dividend on an annualized basis and a yield of 1.2%. Assurant’s dividend payout ratio is presently 16.81%.

Wall Street Analyst Weigh In

A number of research firms recently commented on AIZ. UBS Group increased their target price on shares of Assurant from $274.00 to $331.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Royal Bank Of Canada set a $310.00 price target on shares of Assurant in a report on Wednesday, June 17th. Wall Street Zen downgraded Assurant from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Keefe, Bruyette & Woods increased their price objective on Assurant from $310.00 to $325.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Finally, Weiss Ratings raised Assurant from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Tuesday, August 11th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $316.57.

About Assurant

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.