Is Assurant, Inc. (AIZ) a Buy, Sell, or Hold?
NYSE : AIZ
Assurant, Inc. — Institutional Ownership
$301.57 USD
$20.26 (7.2%)
- Volume
- 602.81K
- Average Volume
- 421.85K
- Market Capitalization
- $14.94B
- P/E Ratio
- 15.22
- Dividend Yield
- 1.14%
- Price Target
- $295.00
- Year High
- $302.29
- Year Low
- $195.57
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.17
- Current Ratio
- $0.14
Institutional Ownership Summary
Institutional Ownership %
6.42%
Investors Holding
232
change: -361.0 | last: 593
Increased Positions
136
change: -154.0 | last: 290
Reduced Positions
49
change: -150.0 | last: 199
New Positions
47
change: -41.0 | last: 88
Sold Positions
401
change: 332.0 | last: 69
Total Calls
1700
Total Puts
1500
Put-Call Ratio
0.88
change: -53.5931 | last: 1.4183
Total Invested
849.47M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-04-29 | Vanguard Capital Management | 3.68M | 7.40% |
| 2026-04-28 | Vanguard Portfolio Management | 3.02M | 6.07% |
| 2026-03-26 | The Vanguard Group | - | 0.00% |
| 2026-02-17 | T. Rowe Price Investment Management, Inc. | 3.62M | 7.20% |
| 2025-12-05 | Bank of New York Mellon Corp | 5.09M | 10.20% |
| 2025-10-28 | Bank of New York Mellon Corp | 5.01M | 9.90% |
| 2025-07-16 | BlackRock, Inc. | 3.19M | 6.30% |
| 2025-05-14 | T. Rowe Price Investment Management, Inc. | 4.38M | 8.60% |
| 2025-05-13 | STATE STREET CORPORATION | 3.05M | 6.00% |
| 2025-04-23 | BlackRock, Inc. | 4.05M | 8.00% |
| 2025-04-21 | Bank of New York Mellon Corp | 3.74M | 7.40% |
| 2025-01-23 | Bank of New York Mellon Corp | 3.32M | 6.50% |
| 2022-10-11 | 85-4328500 | 5.46M | 10.30% |
| 2022-09-08 | (1)Names of reporting persons. BlackRock, Inc. | 5.39M | 10.10% |
| 2022-08-10 | 52-0556948 | 896.23K | 1.60% |
| 2022-02-14 | 52-0556948 | 6.14M | 10.70% |
| 2022-02-10 | STATE STREET CORPORATION | 3.1M | 5.44% |
| 2022-02-09 | FMR LLC | 3.37M | 5.91% |
| 2022-02-09 | Abigail P. Johnson | 3.37M | 5.91% |
| 2022-02-09 | The Vanguard Group - 23-1945930 | 6.86M | 12.05% |
| 2022-02-03 | (1) BlackRock, Inc. | 5.06M | 8.90% |
| 2021-09-10 | 52-0556948 | 6.02M | 10.20% |
| 2021-02-16 | 52-0556948 | 5.55M | 9.40% |
| 2021-02-12 | STATE STREET CORPORATION | 2.9M | 4.93% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 6.63M | 11.29% |
| 2021-02-05 | (1) BlackRock, Inc. | 5.12M | 8.70% |
| 2021-02-03 | Wellington Management Group LLP | 2.71M | 4.62% |
| 2020-02-14 | 52-0556948 | 5.75M | 9.40% |
| 2020-02-13 | STATE STREET CORPORATION | 3.11M | 5.13% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 7M | 11.55% |
| 2020-02-10 | (1) BlackRock, Inc. | 4.6M | 7.60% |
| 2020-01-27 | Wellington Management Group LLP | 4.11M | 6.77% |
| 2020-01-27 | Wellington Group Holdings LLP | 4.11M | 6.77% |
| 2020-01-27 | Wellington Investment Advisors Holdings LLP | 4.11M | 6.77% |
| 2020-01-27 | Wellington Management Company LLP | 3.86M | 6.37% |
| 2019-03-25 | David Bonderman | - | 0.00% |
| 2019-03-25 | James G. Coulter | - | 0.00% |
| 2019-03-25 | TPG Advisors VI-AIV, Inc. | - | 0.00% |
| 2019-02-14 | 52-0556948 | 4.65M | 7.40% |
| 2019-02-13 | Abigail P. Johnson | 2.54M | 4.10% |
| 2019-02-13 | FMR LLC | 2.54M | 4.10% |
| 2019-02-12 | Wellington Management Group LLP | 3.13M | 5.05% |
| 2019-02-12 | STATE STREET CORPORATION | 2.68M | 4.30% |
| 2019-02-12 | Wellington Investment Advisors Holdings LLP | 3.13M | 5.05% |
| 2019-02-12 | Wellington Group Holdings LLP | 3.13M | 5.05% |
| 2019-02-11 | (1) BlackRock, Inc. | 3.9M | 6.30% |
| 2018-09-14 | TPG Advisors VI-AIV, Inc. | 8.87M | 14.20% |
| 2018-09-14 | David Bonderman | 8.87M | 14.20% |
| 2018-09-14 | James G. Coulter | 8.87M | 14.20% |
| 2018-06-11 | David Bonderman | 10.07M | 15.96% |
| 2018-06-11 | TPG Advisors VI-AIV, Inc. | 10.07M | 15.96% |
| 2018-06-11 | James G. Coulter | 10.07M | 15.96% |
| 2018-06-08 | TPG Advisors VI-AIV, Inc. | 10.07M | 15.96% |
| 2018-06-08 | James G. Coulter | 10.07M | 15.96% |
| 2018-06-08 | David Bonderman | 10.07M | 15.96% |
| 2018-02-14 | STATE STREET CORPORATION | 2.79M | 5.19% |
| 2018-02-13 | FMR LLC | 3.88M | 7.20% |
| 2018-02-13 | Abigail P. Johnson | 3.88M | 7.20% |
| 2018-02-13 | Fidelity Low-Priced Stock Fund | 2.76M | 5.13% |
| 2018-01-29 | (1) BlackRock, Inc. | 3.78M | 7.00% |
| 2017-02-14 | Fidelity Low-Priced Stock Fund | 4.09M | 7.18% |
| 2017-02-14 | Neuberger Berman Group LLC | 2.29M | 4.02% |
| 2017-02-14 | Neuberger Berman Investment Advisers LLC | 2.29M | 4.02% |
| 2017-02-14 | FMR LLC | 5.06M | 8.87% |
| 2017-02-14 | Abigail P. Johnson | 5.06M | 8.87% |
| 2017-02-09 | STATE STREET CORPORATION | 3.05M | 5.35% |
| 2017-01-19 | (1) BlackRock, Inc. | 3.75M | 6.60% |
| 2016-02-22 | STATE STREET CORPORATION | 3.22M | 4.90% |
| 2016-02-12 | FMR LLC | 5.9M | 8.97% |
| 2016-02-12 | Fidelity Low-Priced Stock Fund | 4.68M | 7.11% |
| 2016-02-12 | Abigail P. Johnson | 5.9M | 8.97% |
| 2016-02-09 | Neuberger Berman Investment Advisers LLC | 3.43M | 5.20% |
| 2016-02-09 | Neuberger Berman Group LLC | 3.43M | 5.20% |
| 2016-01-25 | (1) BlackRock, Inc. | 3.91M | 5.90% |
| 2015-02-13 | Fidelity Low-Priced Stock Fund | 5.05M | 7.19% |
| 2015-02-13 | Edward C. Johnson 3d | 5.64M | 8.03% |
| 2015-02-13 | FMR LLC | 5.64M | 8.03% |
| 2015-02-13 | Abigail P. Johnson | 5.64M | 8.03% |
| 2015-02-12 | 23-2312104 | 2.47M | 3.50% |
| 2015-02-11 | STATE STREET CORPORATION | 3.68M | 5.20% |
| 2015-02-02 | (1) BlackRock, Inc. | 4.09M | 5.80% |
| 2014-02-14 | FMR LLC | 5.72M | 7.86% |
| 2014-02-14 | Edward C. Johnson 3d | 5.72M | 7.86% |
| 2014-02-11 | 23-2312104 | 4.24M | 5.80% |
| 2014-02-03 | STATE STREET CORPORATION | 3.7M | 5.10% |
| 2014-01-28 | (1) BlackRock, Inc. | 4.03M | 5.50% |
| 2013-02-14 | FMR LLC | 6.09M | 7.73% |
| 2013-02-14 | Edward C. Johnson 3d | 6.09M | 7.73% |
| 2013-02-11 | STATE STREET CORPORATION | 3.96M | 5.00% |
| 2013-02-08 | (1) BlackRock, Inc. | 4.17M | 5.30% |
| 2012-02-14 | Edward C. Johnson 3d | 9.38M | 10.18% |
| 2012-02-14 | FMR LLC | 9.38M | 10.18% |
| 2012-02-10 | (1) BlackRock, Inc. | 7.6M | 8.25% |
| 2011-02-14 | FMR LLC | 6.93M | 6.50% |
| 2011-02-14 | Edward C. Johnson 3d | 6.93M | 6.50% |
| 2011-02-02 | (1) BlackRock, Inc. | 9.02M | 8.47% |
| 2010-02-16 | FMR LLC | 8.44M | 7.23% |
| 2010-02-16 | Edward C. Johnson 3d | 8.44M | 7.23% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 6.14M | 5.25% |
| 2009-02-17 | Edward C. Johnson 3d | 7.46M | 6.35% |
| 2009-02-17 | FMR LLC | 7.46M | 6.35% |
| 2009-02-13 | 52-0556948 | 3.77M | 3.20% |
| 2008-02-14 | Edward C. Johnson 3d | 9.81M | 8.32% |
| 2008-02-14 | FMR LLC | 9.81M | 8.32% |
| 2008-02-14 | 04-2683227 | 4.38M | 3.71% |
| 2008-02-13 | 52-0556948 | 7.16M | 6.00% |
| 2007-02-14 | Edward C. Johnson 3d | 12.25M | 9.92% |
| 2007-02-14 | 04-2683227 | 10.25M | 8.31% |
| 2007-02-14 | FMR Corp. | 12.25M | 9.92% |
| 2007-02-13 | 52-0556948 | 3.11M | 2.50% |
| 2006-06-12 | Edward C. Johnson 3d | 12.98M | 10.06% |
| 2006-06-12 | FMR Corp. | 12.98M | 10.06% |
| 2006-02-14 | Edward C. Johnson 3d | 12.52M | 9.57% |
| 2006-02-14 | FMR Corp. | 12.52M | 9.57% |
| 2006-02-14 | 52-0556948 | 8.43M | 6.40% |
| 2006-02-10 | S | 23M | 17.60% |
| 2005-02-15 | 52-0556948 | 7.06M | 5.00% |
| 2005-02-14 | FMR Corp. | 10.2M | 7.29% |
| 2005-02-14 | Abigail P. Johnson | 10.2M | 7.29% |
| 2005-02-14 | Edward C. Johnson 3d | 10.2M | 7.29% |
| 2005-02-11 | S | 50.2M | 35.90% |
| 2005-02-08 | 52-0556948 | 7.06M | 5.00% |
AIZ Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $240.85 | 50.47M | $12.16B | $1.83B | $2.21B | $12.53B |
| 2024-12-31 | $213.22 | 52.23M | $11.14B | $1.81B | $2.08B | $11.41B |
| 2023-12-31 | $168.49 | 53.46M | $9.01B | $1.63B | $2.08B | $9.46B |
| 2022-12-31 | $125.06 | 54.37M | $6.8B | $1.54B | $2.13B | $7.39B |
| 2021-12-31 | $155.86 | 59.14M | $9.22B | $2.04B | $2.2B | $9.38B |
| 2020-12-31 | $136.22 | 60.11M | $8.19B | $2.21B | $2.25B | $8.23B |
| 2019-12-31 | $131.08 | 61.94M | $8.12B | $1.87B | $2.01B | $8.26B |
| 2018-12-31 | $89.44 | 59.24M | $5.3B | $1.25B | $2.01B | $6.05B |
| 2017-12-31 | $100.84 | 54.99M | $5.54B | $996.8M | $1.07B | $5.62B |
| 2016-12-31 | $92.86 | 61.26M | $5.69B | $1.03B | $1.07B | $5.72B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217.81 | 49.7M | $10.83B | $1.59B | $2.21B | $11.44B |
| 2025-12-31 | $240.85 | 50.2M | $12.09B | $1.83B | $2.21B | $12.46B |
| 2025-09-30 | $216.60 | 50.83M | $11.01B | $1.71B | $2.21B | $11.5B |
| 2025-06-30 | $197.49 | 51.14M | $10.1B | $1.49B | $2.08B | $10.7B |
| 2025-03-31 | $209.75 | 51.28M | $10.76B | $1.67B | $2.08B | $11.17B |
| 2024-12-31 | $213.22 | 51.7M | $11.02B | $1.81B | $2.08B | $11.3B |
| 2024-09-30 | $198.86 | 52.2M | $10.38B | $1.81B | $2.08B | $10.65B |
| 2024-06-30 | $166.89 | 52.5M | $8.76B | $1.71B | $2.08B | $9.13B |
| 2024-03-31 | $187.22 | 52.53M | $9.84B | $1.28B | $2.08B | $10.63B |
| 2023-12-31 | $168.49 | 53.05M | $8.94B | $1.63B | $2.08B | $9.39B |
| 2023-09-30 | $143.58 | 53.54M | $7.69B | $1.43B | $2.08B | $8.34B |
| 2023-06-30 | $125.72 | 53.75M | $6.76B | $1.4B | $2.13B | $7.48B |