Assurant, Inc.

NYSE:AIZ 주식 리포트

시가총액: US$13.8b

Assurant 배당 및 자사주 매입

배당 기준 점검 4/6

Assurant 수익으로 충분히 충당되는 현재 수익률 1.26% 보유한 배당금 지급 회사입니다.

핵심 정보

1.3%

배당 수익률

2.9%

자사주 매입 수익률

총 주주 수익률4.1%
미래 배당 수익률1.4%
배당 성장률5.9%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향17%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • Jun 24

AIZ: Future Returns Will Depend On Connected Living And Durable Underwriting Execution

Analysts have raised their average price target for Assurant by about $2, citing broad business momentum, stronger Connected Living trends, and a generally more favorable view on insurance carriers following recent meetings and research updates. Analyst Commentary Recent research on Assurant highlights a cluster of upward price target revisions and a rating upgrade, giving investors a clearer view of how the stock is being framed around growth prospects, execution, and valuation support.
내러티브 업데이트 • Jun 09

AIZ: Future Upside Will Rely On Buybacks And Durable Underwriting Execution

Assurant's analyst price target has moved from $276.83 to $281.80, reflecting analysts' updated views that emphasize the company's underwriting performance, recent stock action, and support from multiple price target increases across the Street. Analyst Commentary Recent Street updates around Assurant focus heavily on underwriting execution, the mix of businesses, and how the stock fits within the broader insurance sector after first quarter results.
Seeking Alpha • Jun 06

Assurant's High Yield Baby Bonds Are Attractive

Summary Assurant delivered strong Q1 results, with EPS near $5.50 and revenue up over 10% year-over-year. Robust dividend coverage and active share buybacks highlight AIZ’s capital return strength, supported by a consensus $21 EPS for the year. AIZ’s investment portfolio is 65% corporate bonds, mostly investment grade, positioning it to benefit from higher interest rates over time. The AIZN baby bonds offer a 6.77% current yield, trading at a discount and providing an attractive risk/reward for fixed income portfolios. Read the full article on Seeking Alpha
내러티브 업데이트 • May 26

AIZ: Future Returns Will Rely On Buybacks And Durable Underwriting Resilience

Analysts have raised their average price target on Assurant to about $276.83 from $260, citing recent stock performance, a series of target increases across the insurance carrier group, and confidence that the company can sustain a durable growth profile despite a softer P&C backdrop. Analyst Commentary Recent research updates on Assurant cluster around higher price targets and a more positive stance on the stock, even as the broader P&C backdrop is described as soft.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: AIZ 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: AIZ 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Assurant 배당 수익률 vs 시장
AIZ의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (AIZ)1.3%
시장 하위 25% (US)1.3%
시장 상위 25% (US)4.1%
업계 평균 (Insurance)2.4%
분석가 예측 (AIZ) (최대 3년)1.4%

주목할만한 배당금: AIZ 의 배당금( 1.26% )은 US 시장에서 배당금 지급자의 하위 25%( 1.35% )와 비교해 주목할 만하지 않습니다.

고배당: AIZ 의 배당금( 1.26% )은 US 시장에서 배당금 지급자의 상위 25%( 4.12% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 지급 비율 ( 17% )이 낮기 때문에 AIZ 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 12% )이 낮기 때문에 AIZ 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 00:45
종가2026/07/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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분석가 소스

Assurant, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Charles LedererBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research