Assurant, Inc. $AIZ Shares Sold by Hsbc Holdings PLC

Posted by Francis Steltz on Jul 23rd, 2026

Hsbc Holdings PLC lessened its holdings in shares of Assurant, Inc. (NYSE:AIZ – Free Report) by 8.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 72,632 shares of the financial services provider’s stock after selling 6,859 shares during the period. Hsbc Holdings PLC’s holdings in Assurant were worth $15,806,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Oregon Public Employees Retirement Fund grew its stake in Assurant by 0.9% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 5,739 shares of the financial services provider’s stock worth $1,250,000 after buying an additional 54 shares during the last quarter. R Squared Ltd purchased a new stake in Assurant in the first quarter valued at about $346,000. Praxis Investment Management Inc. acquired a new stake in Assurant in the first quarter worth about $294,000. QRG Capital Management Inc. boosted its holdings in Assurant by 18.7% in the first quarter. QRG Capital Management Inc. now owns 5,665 shares of the financial services provider’s stock worth $1,234,000 after acquiring an additional 894 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd purchased a new stake in shares of Assurant during the first quarter worth about $3,534,000. Institutional investors and hedge funds own 92.65% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on AIZ shares. Keefe, Bruyette & Woods upped their price objective on shares of Assurant from $270.00 to $310.00 and gave the company an “outperform” rating in a report on Wednesday, July 8th. Royal Bank Of Canada set a $310.00 target price on shares of Assurant in a research report on Wednesday, June 17th. Weiss Ratings lowered shares of Assurant from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Tuesday, June 23rd. Truist Financial raised their price target on shares of Assurant from $290.00 to $310.00 and gave the stock a “buy” rating in a report on Wednesday, June 17th. Finally, Piper Sandler reiterated an “overweight” rating on shares of Assurant in a research note on Monday, June 22nd. Nine investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $291.43.

View Our Latest Report on AIZ

Assurant Trading Down 0.9%

Assurant stock opened at $273.34 on Thursday. The company has a quick ratio of 0.39, a current ratio of 0.39 and a debt-to-equity ratio of 0.38. Assurant, Inc. has a 52 week low of $183.39 and a 52 week high of $284.12. The company has a market capitalization of $13.54 billion, a price-to-earnings ratio of 13.98 and a beta of 0.55. The stock has a 50-day moving average price of $263.56 and a 200 day moving average price of $240.63.

Assurant (NYSE:AIZ – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The financial services provider reported $5.95 earnings per share for the quarter, topping the consensus estimate of $5.29 by $0.66. Assurant had a net margin of 7.60% and a return on equity of 20.32%. The company had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.29 billion. During the same quarter in the prior year, the company earned $5.79 EPS. Assurant’s quarterly revenue was up 11.3% on a year-over-year basis. Sell-side analysts anticipate that Assurant, Inc. will post 21.04 EPS for the current year.

Assurant Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 29th. Stockholders of record on Monday, June 8th were paid a $0.88 dividend. The ex-dividend date was Monday, June 8th. This represents a $3.52 dividend on an annualized basis and a dividend yield of 1.3%. Assurant’s dividend payout ratio is presently 18.01%.

Insider Buying and Selling at Assurant

In related news, EVP Keith Meier sold 25,000 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $254.31, for a total transaction of $6,357,750.00. Following the completion of the transaction, the executive vice president directly owned 18,552 shares in the company, valued at $4,717,959.12. The trade was a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Robert Lonergan sold 7,000 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $262.71, for a total transaction of $1,838,970.00. Following the completion of the sale, the executive vice president directly owned 27,374 shares in the company, valued at approximately $7,191,423.54. The trade was a 20.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 36,000 shares of company stock worth $9,211,620 over the last ninety days. 0.54% of the stock is owned by insiders.

Assurant Profile

(Free Report)

Assurant, Inc is a global provider of risk management products and services, specializing in the housing and lifestyle markets. The company offers insurance and related products designed to help consumers protect their homes, personal belongings, and electronic devices. Its core offerings include renters insurance, manufactured housing finance, flood insurance, mobile device protection plans, and extended service contracts for appliances and electronics.

Within its Global Housing segment, Assurant partners with mortgage lenders, financial institutions and government agencies to deliver specialty insurance and risk mitigation services.