Assurant, Inc.

NYSE:AIZ 株式レポート

時価総額：US$12.7b

Assurant 将来の成長

Future 基準チェック /16

Assurant利益と収益がそれぞれ年間6.3%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.3% 6.8%なると予測されています。

主要情報

6.3%

収益成長率

6.81%

EPS成長率

Insurance 収益成長1.9%
収益成長率5.0%
将来の株主資本利益率16.25%
アナリストカバレッジ

Low

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 06

AIZ: Future Returns Will Depend On Buybacks And Margin Resilience

Analysts have trimmed their price target on Assurant by around $8 to reflect slightly higher discount rate assumptions, somewhat softer projected revenue growth, as well as modestly higher expected profit margins and future P/E estimates. Analyst Commentary Bullish Takeaways Bullish analysts view the updated price targets as still supportive of the current valuation, even after factoring in slightly higher discount rate assumptions.
ナラティブの更新 • Apr 21

AIZ: Future Upside Will Rely On Buybacks And Margin Stabilisation

Analysts have trimmed their price target on Assurant by about $1 to $260, citing slightly lower profit margin expectations, offset by a modestly higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable assigning a slightly higher assumed future P/E multiple, which suggests they still see room for valuation support despite the trimmed price targets.
ナラティブの更新 • Apr 06

AIZ: Future Returns Will Rely On Buybacks And Steadier Earnings Assumptions

Analysts reduced their price target on Assurant by $9 to reflect updated assumptions around revenue growth, profit margins and future P/E expectations, while keeping the underlying fair value estimate essentially unchanged. Analyst Commentary Analysts framed the US$9 price target cut as a fine tuning of their models rather than a shift in their long term view, pointing to revised assumptions on revenue growth, margins and future P/E levels.
ナラティブの更新 • Mar 22

AIZ: Future Returns Will Rely On Buybacks And Refined Earnings Risk Profile

Analysts have trimmed their price target on Assurant by $9 to reflect updated views on the company's risk profile and earnings outlook, while keeping key valuation inputs broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the updated price target as still consistent with a core investment case that has not materially changed.
ナラティブの更新 • Mar 08

AIZ: Future Returns Will Rely On Buybacks And P/E Multiple Resilience

Assurant's analyst price target has been trimmed by $9, as analysts factor in modest changes to revenue growth, profit margin, and a slightly lower assumed future P/E multiple following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts see the updated price target trim as a fine tuning of assumptions around revenue growth and profit margins rather than a shift in the core investment case.
ナラティブの更新 • Feb 21

AIZ: Future Returns Will Rely On Capital Returns And P&E Resilience

Analysts now estimate fair value for Assurant at about $261, up from roughly $259. They cite adjusted expectations for revenue growth, profit margins and future P/E assumptions, even as some firms, including BMO Capital with its recent $9 price target reduction, have fine tuned their views.
ナラティブの更新 • Feb 06

AIZ: Future Returns Will Balance Capital Returns And A Softer P&C Cycle

Narrative Update on Assurant Analysts have lifted their price target on Assurant by US$16 to US$248, citing refreshed insurance sector models following Q3 results and updated assumptions around the property and casualty cycle heading into 2026. Analyst Commentary Recent research points to a more refined view of Assurant's outlook, with updated sector models after Q3 and a higher price target of US$248.
ナラティブの更新 • Jan 21

AIZ: Future Returns Will Reflect Capital Returns And A Softer Cycle

Narrative Update on Assurant Analysts have nudged their price views on Assurant higher, with a key target moving to $248 from $232 as refreshed insurance models factor in updated post Q3 assumptions and a more measured outlook for the property and casualty cycle heading into 2026. Analyst Commentary Recent research updates point to a more constructive stance on Assurant, with refreshed insurance models and a higher reference price reflecting how analysts are recalibrating expectations after the Q3 reporting season.
ナラティブの更新 • Jan 07

AIZ: Future Returns Will Reflect Resilient Margins And A Softer Cycle

Narrative Update on Assurant Analysts have lifted their fair value estimate for Assurant by about US$2 to roughly US$256, citing updated sector models and a revised US$248 price target that reflects their latest views on the insurance cycle. Analyst Commentary Recent Street research on Assurant focuses on refreshed insurance models after Q3, a revised US$248 price target, and how a potentially softer property and casualty cycle heading into 2026 could influence results and valuation.
ナラティブの更新 • Dec 18

AIZ: Future Returns Will Lean On Resilient Margins Amid Softer Insurance Cycle

Analysts modestly raised their price target on Assurant to $248, reflecting updated post Q3 insurance sector models and a view that the company can navigate anticipated softening in property and casualty markets heading into 2026. Analyst Commentary Recent Street research on Assurant highlights a constructive view on valuation support and earnings durability, even as the broader property and casualty backdrop shows signs of softening heading into 2026.
Seeking Alpha • Dec 16

Assurant: Letting The Cat Out Of The Bag

Summary Assurant is a niche P&C insurer with strong recent EPS growth, but earnings are highly sensitive to catastrophe losses. AIZ's Q3 2025 EPS beat was driven by unusually low catastrophe losses, not underlying business outperformance. Management reports focus on 'ex cat' results, masking the true volatility and risk from increasing catastrophe exposures. I rate AIZ an opportunistic Buy for the upcoming earnings season, but not a long-term Buy due to limited Cat transparency. Read the full article on Seeking Alpha
ナラティブの更新 • Dec 04

AIZ: Future Returns Will Build On Resilient Margins In Softer Insurance Cycle

Analysts have nudged their price target on Assurant higher to reflect a modestly improved profit margin outlook and more favorable long term earnings visibility, even as revenue growth expectations ease slightly and sector models are recalibrated following recent updates in the insurance space. Analyst Commentary Recent Street research reflects a generally constructive stance on Assurant, with multiple price target increases indicating improved confidence in earnings durability and capital deployment, even as the sector backdrop for property and casualty moderates.
ナラティブの更新 • Nov 20

AIZ: Share Momentum Will Build On Resilience In Softening Insurance Cycle

Analysts have increased their average price target for Assurant from $246 to approximately $253.67. They cite updated industry models following recent quarterly reports and expectations for modest improvements in revenue growth, despite a challenging property and casualty insurance cycle.
ナラティブの更新 • Nov 05

AIZ: Future Share Gains And Operating Efficiency Will Drive Outperformance

Analysts have slightly raised their price target for Assurant to $246.00 from $245.17 per share. They cite positive momentum, as reflected in recent Street research updates and improved profit margin projections.
ナラティブの更新 • Oct 22

Analysts Raise Assurant Price Target as Positive Trends Support Improved Valuation Outlook

Assurant's analyst price target has been modestly increased by $1.67 to $245.17, as analysts point to ongoing positive revenue trends and improved profitability, which support a slightly higher valuation outlook. Analyst Commentary Recent street research highlights a range of perspectives on Assurant's outlook.
ナラティブの更新 • Oct 08

AI And Device Protection Will Expand Global Markets

Assurant's analyst price target has been increased from $241 to $243.50. Analysts cite steady revenue growth and a positive sector outlook, despite ongoing challenges in commercial property and casualty markets.
ナラティブの更新 • Sep 05

AI And Device Protection Will Expand Global Markets

Assurant’s price target was reaffirmed at $241.00, as analysts cited solid Q2 results, ongoing earnings momentum, and market share gains, despite broader sector headwinds and minimal change in key valuation metrics. Analyst Commentary Bullish analysts point to Assurant's positive Q2 earnings momentum and upward earnings estimate revisions.
Seeking Alpha • Mar 04

Assurant: Consistent Growth Through Strategic Partnerships And Focus

Summary Assurant Inc. is a market leader in mobile device, electronics, auto and home renter's insurance, focusing on capital-light, recurring revenue segments, making it a less risky investment. The company has shown consistent revenue and earnings growth, supported by strong business relationships and a B2B2C distribution model. Despite challenges like catastrophic losses and investment income volatility, Assurant's dividend safety and growth streak make it a strong candidate for dividend growth portfolios. Currently undervalued with a fair value estimate of $226.80, Assurant is a buy, supported by bullish Wall Street analyst ratings and strong financial metrics. Read the full article on Seeking Alpha
Seeking Alpha • Sep 11

Assurant: Niche Markets Lead To Consistent Growth

Summary Assurant, a niche insurer with recurring revenue, has shown consistent long-term growth and returns cash to shareholders through buybacks and dividends, making it a long-term buy. Despite challenges from severe weather and the potential for catastrophic losses, Assurant's capital-light model and recurring revenue streams provide stability and growth potential. The company's 20-year streak of dividend increases, low payout ratio, and strong financial ratings underscore its dividend safety and attractiveness for dividend growth investors. Assurant stock is undervalued with a forward P/E ratio of 11.6X, suggesting significant upside potential based on fair value estimates ranging from $215.80 to $276.61. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 25

Innovations In Connected Living And Global Housing Segments Promise Robust Revenue And EBITDA Growth

Expansion in Connected Living and partnerships are set to boost revenue growth and improve market penetration without specifying values.
Seeking Alpha • Jul 12

Assurant: The Growth Story Remains Solid

Summary Assurant trades at 10x FWD earnings, which is very cheap in relation to its growth potential. The company focuses on unique insurance products like mobile device solutions and homeowners insurance. Assurant's Global Housing segment saw a remarkable 181% increase in adjusted EBITDA, driving overall strong performance and future growth prospects. Shares are a buy with price target of $210. Read the full article on Seeking Alpha
Seeking Alpha • Jan 11

Assurant: My Peter Lynch Story, But The Stock Is A Hold

Summary Assurant is an insurance company that offers property, casualty, and preneed insurance products. The company has a long history and has more than quadrupled since its IPO in 2004, while also paying increasing dividends since the IPO. AIZ is trading at a reasonable multiple and has recently increased its annual dividend by 3% on top of a new buyback program. After a 60% run in 10 months, I recommend waiting for a pullback before initiating a position. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AIZ - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202814,8541,174N/AN/A1
12/31/202714,6481,086N/AN/A3
12/31/202613,8551,000N/AN/A3
3/31/202613,1609921,4521,682N/A
12/31/202512,8148651,5981,834N/A
9/30/202512,5698401,0221,266N/A
6/30/202512,3057089691,197N/A
3/31/202512,0716611,4191,643N/A
12/31/202411,8787531,1111,333N/A
9/30/202411,7567411,3851,593N/A
6/30/202411,5627981,2761,487N/A
3/31/202411,369765756961N/A
12/31/202311,1326369361,138N/A
9/30/202310,8015288521,053N/A
6/30/202310,5753451,1731,370N/A
3/31/202310,3532411,1641,358N/A
12/31/202210,193277411597N/A
9/30/202210,115333385575N/A
6/30/202210,205476-265-75N/A
3/31/202210,238611510699N/A
12/31/202110,188598594782N/A
9/30/202110,025589796967N/A
6/30/20219,7645211,4191,579N/A
3/31/20219,5744949071,047N/A
12/31/20209,5985001,2211,342N/A
9/30/20209,7375091,0261,147N/A
6/30/20209,739366881980N/A
3/31/20209,9233469451,043N/A
12/31/20199,406284N/A1,413N/A
9/30/20199,667261N/A1,370N/A
6/30/20199,559369N/A1,210N/A
3/31/20198,854292N/A979N/A
12/31/20188,001237N/A657N/A
9/30/20187,417529N/A619N/A
6/30/20186,733424N/A703N/A
3/31/20186,502482N/A431N/A
12/31/20176,415520N/A530N/A
9/30/20176,491238N/A543N/A
6/30/20176,739440N/A432N/A
3/31/20176,936489N/A479N/A
12/31/20167,502565N/A109N/A
9/30/20168,281600N/A-343N/A
6/30/20168,981448N/A-238N/A
3/31/20169,828312N/A86N/A
12/31/201510,309142N/A230N/A
9/30/201510,400126N/A409N/A
6/30/201510,569273N/A301N/A

アナリストによる今後の成長予測

収入対貯蓄率: AIZの予測収益成長率 (年間6.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AIZの収益 ( 6.3% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: AIZの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AIZの収益 ( 5% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: AIZの収益 ( 5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AIZの 自己資本利益率 は、3年後には低くなると予測されています ( 16.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 12:45
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Assurant, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Charles LedererBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research