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Assurant, Inc. (AIZ) Stock Analysis

SellModerate Confidence

Financial Services · Insurance - Property & Casualty

Earnings in 5 days (2026-05-05). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Analyst target reached at $235.48 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: few significant clients.

Assurant provides protection products via B2B2C partnerships across Global Lifestyle (mobile devices, extended service contracts, vehicle protection) and Global Housing (lender-placed homeowners insurance, renters insurance) segments in North America, Europe, Latin America, and... Read more

$235.48-1.4% A.UpsideScore 5.5/10#16 of 29 Insurance - Property & Casualty
Stop $226.96Target $232.26(resistance)A.R:R -0.5:1
Analyst target$260.00+10.4%6 analysts
$232.26our TP
$235.48price
$260.00mean
$280

Sell if holding. Analyst target reached at $235.48 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: few significant clients. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.5/10, moderate confidence.

Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 5d<=7d. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Risks
Concentration risk — Customer: few significant clients
Analyst target reached - limited upside remaining
Near 52-week high (4.4% away)

Key Metrics

P/E (TTM)13.7
P/E (Fwd)10.5
Mkt Cap$11.6B
EV/EBITDA7.9
Profit Mgn6.8%
ROE15.9%
Rev Growth7.9%
Beta0.56
Dividend1.44%
Rating analysts12

Quality Signals

Piotroski F7/9

Options Flow

P/C0.39bullish
IV50%elevated
Max Pain$190-19.3% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerfew significant clients
    10-K Item 1A: 'Each of our Global Lifestyle and Global Housing segments receives a substantial portion of its revenues from a few clients.'

Material Events(8-K, last 90d)

  • 2026-01-28Item 5.02LOW
    On January 28, 2026, the Board appointed Lynn Blake as a new director to the Finance and Risk Committee and Nominating and Corporate Governance Committee. Ms. Blake most recently served as EVP and Chief Investment Officer at State Street Investment Management (2011-2021). No related party transactions reportable.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
3.2
Growth Rank
4.5
Value Rank
5.2

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
0.7
Bollinger
0.8
52w Position
9.2
GatesA.R:R -0.5=NEGATIVEEARNINGS PROXIMITY 5d<=7dMomentum 6.6>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARSuitability: Moderate
RSI
81 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $215.05Resistance $237.00

Price Targets

$227
$232
A.Upside-1.4%
A.R:R-0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-3.9% upside)
! Negative risk/reward — downside exceeds upside
! EARNINGS_PROXIMITY:5d<=7d

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-05 (5d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is AIZ stock a buy right now?

Sell if holding. Analyst target reached at $235.48 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: few significant clients. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $226.96. Score 5.5/10, moderate confidence.

What is the AIZ stock price target?

Take-profit target: $232.26 (-1.4% upside). Prior stop was $226.96. Stop-loss: $226.96.

What are the risks of investing in AIZ?

Concentration risk — Customer: few significant clients; Analyst target reached - limited upside remaining; Near 52-week high (4.4% away).

Is AIZ overvalued or undervalued?

Assurant, Inc. trades at a P/E of 13.7 (forward 10.5). TrendMatrix value score: 7.7/10. Verdict: Sell.

What do analysts say about AIZ?

12 analysts cover AIZ with a consensus score of 4.0/5. Average price target: $260.

What does Assurant, Inc. do?Assurant provides protection products via B2B2C partnerships across Global Lifestyle (mobile devices, extended service...

Assurant provides protection products via B2B2C partnerships across Global Lifestyle (mobile devices, extended service contracts, vehicle protection) and Global Housing (lender-placed homeowners insurance, renters insurance) segments in North America, Europe, Latin America, and Asia Pacific. Revenue flows through exclusive and non-exclusive relationships with mobile carriers, mortgage servicers, and retailers; total assets were $36.29 billion as of December 31, 2025.

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