Assurant, Inc.
AIZ · NYSE
Company research
Assurant, Inc. (NYSE: AIZ) is a premier Fortune 500 global protection company headquartered in Atlanta, Georgia, founded in 1892 and formerly known as Fortis, Inc. before rebranding in February 2004. Operating in 21 countries across North America, Latin America, Europe, and the Asia Pacific, Assurant partners with the world's leading brands to safeguard and service connected devices, homes, and automobiles through two primary segments: Global Lifestyle and Global Housing. The Global Lifestyle segment provides mobile device protection solutions, extended service contracts for consumer electronics and appliances, vehicle protection plans, and financial services, while the Global Housing segment offers lender-placed homeowners insurance, manufactured housing and flood coverage, and renters insurance products. With approximately 14,200 employees, a market capitalization of approximately $13.8 billion, and revenues of roughly $11.9 billion in 2024, Assurant leverages data-driven technology and deep B2B partnerships — boasting a client retention rate exceeding 98% — to deliver recurring, fee-based protection solutions embedded directly into the sales processes of its partners.
Research reports
Independent equity research memo arguing AIZ is a high-quality, capital-light specialty insurer with a genuine moat in lender-placed housing but fairly to fully valued at a record ~2.2x book, leading to a Hold view with a preferred buy zone around 200–225 and illustrative fair value range of roughly 245–285.
Flash (StockSentinel) · June 19, 2026Assurant, Inc. (AIZ) Stock Research ReportLong-form report presenting AIZ as a defensive specialty protection “steady capital compounder” and “undervalued value creator,” highlighting embedded B2B2C distribution, high switching costs, capital-light fee income, strong ROE, and a probability‑weighted five‑year target price around 369, with a distinctly bullish technical and fundamental stance.
Zacks Investment Research · May 14, 2026AIZ Stock Outperforms Industry: Time to Hold or Buy?Article-style research note emphasizing that AIZ is undervalued versus peers, with solid EPS and revenue growth estimates, rising return on capital, and strong fee-based, capital-light businesses in Connected Living and Housing, concluding that attractive valuations and broad-based growth should benefit investors even though the official rating is Zacks Rank #3 (Hold).
TickerSpark · May 4, 2026Assurant (AIZ): Embedded Protection Drives Steady Growth...AI-driven equity research report rating AIZ a Buy with fair value around 255, arguing that embedded protection partnerships in Global Lifestyle and strong Housing earnings create a high-quality compounder, supported by steady revenue and EPS growth, robust free cash flow, modest leverage, and disciplined buybacks and dividends.
StockStory · March 30, 2026Assurant (AIZ) Research ReportDetailed fundamental research piece that labels AIZ “Underperform,” stressing tepid long-term revenue growth, only modest book-value-per-share expansion, and its trading at a high P/B multiple relative to what StockStory views as mediocre growth prospects, despite acknowledging strong recent EPS and BVPS trends and Wall Street’s higher price targets.
Pelican Alpha · March 8, 2026AIZ Research ReportValuation-focused report with a five‑method blended fair value of about 219 versus a current price near 223, presenting balanced bull and bear cases around Connected Living growth and Housing moat erosion, and concluding with an “Unclear” recommendation to maintain no position until catalysts and incremental ROIC improve.
DeepValue · February 19, 2026Assurant (AIZ) deep research report: 3 key catalysts that could drive returns through 2026Institutional-style deep dive framing AIZ around Global Lifestyle, Global Housing, and a new Home Warranty ramp, suggesting the stock around 222 is a potential buy with base-case fair value near 245 and upside to ~275 if catalysts around Housing stability, reinsurance, and Home Warranty traction play out, while flagging catastrophe and execution risks in a balanced but overall constructive tone.