Zacks Investment Research·Oct 9, 2026
Are Finance Stocks Lagging Assurant (AIZ) This Year?Here is how Assurant (AIZ) and Mobile Infrastructure Corporation (BEEP) have performed compared to their sector so far this year.
Assurant's investment thesis centers on its accelerating premium growth, driven by Global Lifestyle strength, and disciplined underwriting that has improved the combined ratio to 89.1% in Q2 2026 from 90.8% a year earlier. The company's robust cash flow genera...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 9.4% year-over-year in Q2 2026, reaching $3.5B, while the combined ratio improved to 89.1%, down from 90.8% a year earlier, reflecting strong underwriting discipline.
Assurant's Global Lifestyle segment has demonstrated impressive growth, with Connected Living revenue increasing by approximately 14% and EBITDA rising by around 21%. This strong performance underscores the segment's potential to drive future revenue and profitability.
The company's renters' business has achieved double-digit growth for 12 consecutive quarters, significantly enhanced by the acquisition of a substantial number of policies from a competitor. This consistent growth positions Assurant favorably in the expanding renters' insurance market.
Assurant's home business is characterized by greater underwriting leverage, which is expected to enhance premium-to-equity ratios. This leverage is anticipated to improve return-on-equity and return-on-tangible equity, contributing to overall profitability.
Trailing total returns as of 10/25/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $6.60+27.7% vs $5.17 | $3.5B+0.7% vs $3.4B |
Q2 2026 May 5, 2026 | $5.95+12.5% vs $5.29 | $3.4B+3.9% vs $3.3B |
Q1 2026 Feb 10, 2026 | $5.61+1.1% vs $5.55 | $3.4B+1.3% vs $3.3B |
Q4 2025 Nov 4, 2025 | $5.73+30.5% vs $4.39 | $3.2B+1.4% vs $3.2B |
Here is how Assurant (AIZ) and Mobile Infrastructure Corporation (BEEP) have performed compared to their sector so far this year.
Embedded insurance is transforming coverage distribution. Explore how PGR, CB, TRV, AIZ and ROOT are tapping into this fast-growing market.
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Better pricing, product redesigns and technological advancements are expected to aid Zacks Multiline Insurance industry players like PRU, PFG, AIZ, OSCR and HMN.
Benchmark AIZ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Assurant, Inc. (AIZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $284.75 | $14.11B | 16.37 | 7.89% | 6.81% | 15.9% | 1.18% | |
| $114.99 | $39.9B | 11.25 | -13.74% | 5.93% | 11.2% | — | |
| $98.82 | $63.58B | 20.59 | 10.22% | 4.61% | 12.75% | — | |
| $120.51 | $61.34B | 17.64 | -8.84% | 26.88% | 16.42% | — | |
| $53.66 | $5.01B | 22.83 | 0.94% | 6.02% | 10.82% | — | |
| $154.79 | $12.02B | 11.01 | 3.82% | 19.56% | 20.28% | — |
Assurant, Inc. (AIZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Assurant, Inc. (AIZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 22, 2026·SEC
May 5, 2026·SEC
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Assurant, Inc. (AIZ) stock FAQ — growth, dividends, profitability & financials explained
Assurant, Inc. (AIZ) grew revenue by 7.9% over the past year. This is steady growth.
Yes, Assurant, Inc. (AIZ) is profitable, generating $1.06B in net income for fiscal year 2025 (6.8% net margin).
Yes, Assurant, Inc. (AIZ) pays a dividend with a yield of 1.18%. This makes it attractive for income-focused investors.
Assurant, Inc. (AIZ) has a return on equity (ROE) of 15.9%. This is reasonable for most industries.
Assurant, Inc. (AIZ) has a combined ratio of 91.5%. A ratio below 100% indicates underwriting profitability.
