Pacer Advisors Inc. Cuts Position in Assurant, Inc. $AIZ

Posted by Francis Steltz on Aug 11th, 2026

Pacer Advisors Inc. decreased its stake in Assurant, Inc. (NYSE:AIZ – Free Report) by 50.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,498 shares of the financial services provider’s stock after selling 2,563 shares during the period. Pacer Advisors Inc.’s holdings in Assurant were worth $544,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in AIZ. ProShare Advisors LLC grew its position in Assurant by 0.3% during the fourth quarter. ProShare Advisors LLC now owns 17,064 shares of the financial services provider’s stock worth $4,110,000 after buying an additional 47 shares during the period. Root Financial Partners LLC lifted its position in shares of Assurant by 27.5% during the 1st quarter. Root Financial Partners LLC now owns 246 shares of the financial services provider’s stock valued at $54,000 after acquiring an additional 53 shares during the period. Oregon Public Employees Retirement Fund boosted its stake in shares of 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 acquiring an additional 54 shares in the last quarter. Blackhawk Capital Partners LLC grew its holdings in shares of Assurant by 2.5% in the 1st quarter. Blackhawk Capital Partners LLC now owns 2,223 shares of the financial services provider’s stock worth $484,000 after acquiring an additional 55 shares during the period. Finally, Cresset Asset Management LLC grew its holdings in shares of Assurant by 5.4% in the 2nd quarter. Cresset Asset Management LLC now owns 1,075 shares of the financial services provider’s stock worth $212,000 after acquiring an additional 55 shares during the period. Hedge funds and other institutional investors own 92.65% of the company’s stock.

Assurant Price Performance

NYSE:AIZ opened at $286.92 on Tuesday. The firm has a market cap of $14.15 billion, a price-to-earnings ratio of 13.70 and a beta of 0.55. The company has a current ratio of 0.38, a quick ratio of 0.38 and a debt-to-equity ratio of 0.36. The company’s 50-day moving average is $271.42 and its two-hundred day moving average is $244.96. Assurant, Inc. has a 12-month low of $203.16 and a 12-month high of $303.94.

Assurant (NYSE:AIZ – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The financial services provider reported $6.41 EPS for the quarter, topping analysts’ consensus estimates of $5.17 by $1.24. The business had revenue of $3.45 billion during the quarter, compared to the consensus estimate of $3.43 billion. Assurant had a net margin of 7.90% and a return on equity of 20.40%. The company’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.56 earnings per share. Research analysts expect that Assurant, Inc. will post 21.61 EPS for the current year.

Assurant Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 29th. Shareholders of record on Monday, June 8th were paid a $0.88 dividend. This represents a $3.52 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Monday, June 8th. Assurant’s payout ratio is presently 16.81%.

Insider Buying and Selling

In other news, EVP Robert Lonergan sold 7,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $262.71, for a total transaction of $1,838,970.00. Following the sale, the executive vice president owned 27,374 shares in the company, valued at $7,191,423.54. This trade represents a 20.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Nair Biju sold 3,931 shares of Assurant stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $302.46, for a total value of $1,188,970.26. Following the completion of the sale, the executive vice president directly owned 24,247 shares of the company’s stock, valued at approximately $7,333,747.62. This represents a 13.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 39,931 shares of company stock worth $10,400,590 in the last three months. 0.54% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on AIZ shares. Royal Bank Of Canada set a $310.00 price objective on Assurant in a report on Wednesday, June 17th. Weiss Ratings downgraded Assurant from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Tuesday, June 23rd. Piper Sandler boosted their price objective on shares of Assurant from $290.00 to $329.00 and gave the stock an “overweight” rating in a research report on Thursday. Keefe, Bruyette & Woods increased their price objective on shares of Assurant from $310.00 to $325.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Wall Street Zen downgraded shares of Assurant from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Nine analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $305.57.

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About Assurant

(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.