Overview
Assurant, Inc., based in the United States, operates primarily within the insurance industry, focusing on a diverse range of risk management solutions and services. The company is notably engaged in sectors such as property, casualty, extended device protection, and vehicle protection. Assurant's offerings extend to supportive solutions that encompass pre-funded funeral insurance and renters insurance, addressing both individual and corporate needs. Key projects that highlight Assurant's strategic direction include integrating robust mobile device insurance programs, expanding their global footprint in lifestyle and housing solutions, and advancing their automotive coverage services. Through these initiatives, Assurant aims to reinforce its market presence and enhance its service delivery across its operational regions.
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Basic Stats
The Factor Analysis chart (below right) shows a view of Assurant, Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 57.97 MM |
| Earnings Date | |
| EPS (TTM) | 7.62 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-09-02 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.01 |
| ROE | 0.08 |
| ROIC | 0.05 |
| CROIC | 0.04 |
| OCROIC | 0.16 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 8.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Assurant, Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2025-08-12 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-08-12 | BMO Capital | Outperform | Initiate | |
| 2025-02-20 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2025-02-13 | Truist Securities | Buy | Buy | Maintains |
| 2024-12-05 | Morgan Stanley | Equal-Weight | Initiate | |
| 2024-11-12 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-11-07 | Truist Securities | Buy | Buy | Maintains |
| 2024-10-10 | B of A Securities | Buy | Buy | Maintains |
| 2024-10-02 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-09-23 | UBS | Buy | Buy | Maintains |
| 2024-08-22 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2024-08-14 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-08-13 | UBS | Buy | Buy | Maintains |
| 2024-07-11 | B of A Securities | Buy | Buy | Maintains |
| 2024-06-28 | Piper Sandler | Overweight | Overweight | Maintains |
| 2024-05-15 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-04-05 | Piper Sandler | Overweight | Overweight | Maintains |
| 2024-02-12 | UBS | Buy | Buy | Maintains |
| 2024-02-12 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2024-01-17 | Piper Sandler | Overweight | Overweight | Maintains |
| 2023-11-09 | UBS | Buy | Buy | Maintains |
| 2023-11-03 | Truist Securities | Buy | Buy | Maintains |
| 2023-10-02 | Piper Sandler | Overweight | Overweight | Maintains |
| 2023-08-03 | Truist Securities | Buy | Buy | Maintains |
| 2023-06-13 | Piper Sandler | Neutral | Overweight | Upgrade |
| 2023-05-03 | B of A Securities | Buy | Maintains | |
| 2023-04-05 | Piper Sandler | Neutral | Maintains | |
| 2023-03-21 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2023-02-08 | Piper Sandler | Neutral | Maintains | |
| 2022-12-20 | Piper Sandler | Neutral | Maintains | |
| 2022-11-21 | Morgan Stanley | Overweight | Maintains | |
| 2022-11-03 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2022-06-24 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2022-03-28 | Morgan Stanley | Overweight | Maintains | |
| 2022-02-14 | Morgan Stanley | Overweight | Maintains | |
| 2021-11-04 | Morgan Stanley | Overweight | Maintains | |
| 2021-10-15 | Morgan Stanley | Overweight | Maintains | |
| 2021-10-14 | Piper Sandler | Overweight | Initiate | |
| 2021-08-16 | Morgan Stanley | Overweight | Maintains | |
| 2021-07-23 | William Blair | Outperform | Initiate | |
| 2021-05-27 | Morgan Stanley | Overweight | Maintains | |
| 2021-05-21 | B of A Securities | Buy | Initiate | |
| 2021-04-19 | Truist Securities | Buy | Maintains | |
| 2021-01-12 | Morgan Stanley | Overweight | Maintains | |
| 2020-11-24 | Morgan Stanley | Overweight | Maintains | |
| 2020-08-19 | Morgan Stanley | Overweight | Maintains | |
| 2020-08-10 | Morgan Stanley | Overweight | Maintains | |
| 2020-06-11 | Morgan Stanley | Overweight | Maintains | |
| 2020-05-18 | Morgan Stanley | Overweight | Maintains | |
| 2020-05-07 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2020-04-01 | Morgan Stanley | Overweight | Maintains | |
| 2020-02-28 | Morgan Stanley | Overweight | Maintains | |
| 2020-02-19 | UBS | Buy | Maintains | |
| 2020-02-14 | Morgan Stanley | Overweight | Maintains | |
| 2019-11-08 | Morgan Stanley | Overweight | Maintains | |
| 2019-11-06 | UBS | Buy | Maintains | |
| 2019-10-10 | UBS | Buy | Maintains | |
| 2019-10-03 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2019-09-10 | UBS | Buy | Maintains | |
| 2019-09-09 | UBS | Buy | Maintains | |
| 2019-08-15 | Morgan Stanley | Overweight | Maintains | |
| 2018-07-16 | Keefe Bruyette & Woods | Outperform | Initiate | |
| 2018-07-10 | Morgan Stanley | Overweight | Initiate | |
| 2018-06-21 | UBS | Buy | Buy | Maintains |
| 2018-03-02 | UBS | Buy | Initiate | |
| 2016-10-20 | Bank of America | Buy | Neutral | Downgrade |
| 2016-10-07 | Credit Suisse | Neutral | Initiate | |
| 2015-10-21 | PiperJaffray | Neutral | Maintains | |
| 2015-08-14 | Jefferies | Hold | Maintains | |
| 2015-08-03 | Bank of America | Underperform | Buy | Upgrade |
| 2015-07-30 | SunTrust Robinson Humphrey | Neutral | Buy | Upgrade |
| 2015-07-29 | Macquarie | Neutral | Maintains | |
| 2015-06-10 | Bank of America | Underperform | Maintains | |
| 2015-05-15 | Goldman Sachs | Buy | Initiate | |
| 2015-04-29 | Jefferies | Hold | Maintains | |
| 2015-02-24 | Jefferies | Hold | Maintains | |
| 2014-07-17 | Sterne Agee | Neutral | Maintains | |
| 2014-07-01 | JP Morgan | Neutral | Maintains | |
| 2014-05-16 | Bank of America | Neutral | Underperform | Downgrade |
| 2014-04-25 | SunTrust Robinson Humphrey | Neutral | Maintains | |
| 2013-10-11 | Bank of America | Underperform | Neutral | Upgrade |
| 2013-09-20 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2013-07-03 | Bank of America | Neutral | Underperform | Downgrade |
| 2013-04-10 | Sterne Agee | Underperform | Neutral | Upgrade |
| 2012-10-03 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2012-05-22 | Macquarie | Underperform | Initiate | |
| 2012-03-19 | Sterne Agee | Neutral | Maintains | |
| 2012-03-08 | Bank of America | Buy | Maintains | |
| 2025-04-10 | Piper Sandler | Neutral | Overweight | Upgrade |
| 2025-04-09 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-05-19 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-19 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-07-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
