Assurant (AIZ)

Assurant’s fourth quarter results reflected continued expansion in its housing and lifestyle segments, but the market responded negatively to the results. Management highlighted the impact of ongoing investments in new product initiatives, such as the launch of home warranty offerings, and the resilience of its core housing business. CEO Keith Demmings credited double-digit growth in adjusted EBITDA, excluding catastrophe losses, to scale in mobile device protection and strong demand in lender-placed insurance. However, he acknowledged that “year-over-year growth was impacted by an unfavorable $7 million non-run rate mobile inventory adjustment in Connected Living.”

Assurant currently trades at $217.48 per share and has shown little upside over the past six months, posting a middling return of 4%.

Insurance services company Assurant (NYSE:AIZ) announced better-than-expected revenue in Q4 CY2025, with sales up 7.9% year on year to $3.35 billion. Its non-GAAP profit of $5.61 per share was 1.9% above analysts’ consensus estimates.

Assurant (AIZ) Q4 2025 Earnings Call Transcript

Insurance services company Assurant (NYSE:AIZ) announced better-than-expected revenue in Q4 CY2025, with sales up 7.9% year on year to $3.35 billion. Its non-GAAP profit of $5.61 per share was 1.9% above analysts’ consensus estimates.

Insurance services company Assurant (NYSE:AIZ) will be announcing earnings results this Tuesday afternoon. Here’s what to expect.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Assurant (NYSE:AIZ) and the rest of the property & casualty insurance stocks fared in Q3.

Insurance providers use their expertise in risk assessment to help protect assets while offering consumers peace of mind through comprehensive coverage options. But worries about an economic slowdown and potential claims deterioration have kept sentiment in check, and over the past six months, the industry’s 4.8% return has trailed the S&P 500 by 5.1 percentage points.

Assurant’s 20.9% return over the past six months has outpaced the S&P 500 by 7.5%, and its stock price has climbed to $241.51 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

Insurance services company Assurant (NYSE:AIZ) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.9% year on year to $3.23 billion. Its non-GAAP profit of $5.73 per share was 34% above analysts’ consensus estimates.

Insurance services company Assurant (NYSE:AIZ) will be announcing earnings results this Tuesday after market hours. Here’s what you need to know.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.