United Capital Financial Advisors LLC Takes Position in Assurant, Inc. $AIZ

Posted by Geri Gentry on Sep 1st, 2026

United Capital Financial Advisors LLC bought a new position in shares of Assurant, Inc. (NYSE:AIZ – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,855 shares of the financial services provider’s stock, valued at approximately $498,000.

Other institutional investors have also made changes to their positions in the company. First Bancorp Inc ME acquired a new stake in Assurant during the 2nd quarter valued at $31,000. Montag A & Associates Inc. acquired a new position in shares of Assurant in the fourth quarter valued at $28,000. Arlington Trust Co LLC raised its position in shares of Assurant by 81.4% in the second quarter. Arlington Trust Co LLC now owns 127 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 57 shares during the period. CYBER HORNET ETFs LLC bought a new position in shares of Assurant in the second quarter valued at about $27,000. Finally, Transamerica Financial Advisors LLC acquired a new stake in shares of Assurant during the 2nd quarter worth about $40,000. 92.65% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Nair Biju sold 3,931 shares of the business’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $302.46, for a total value of $1,188,970.26. Following the completion of the transaction, the executive vice president owned 24,247 shares of the company’s stock, valued at $7,333,747.62. The trade was a 13.95% 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 Robert Lonergan sold 7,000 shares of the company’s stock in a transaction dated 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 directly owned 27,374 shares of the company’s stock, valued at $7,191,423.54. This represents a 20.36% decrease in their position. The SEC filing for this sale provides additional information. 0.54% of the stock is currently owned by company insiders.

Assurant Trading Down 1.3%

Shares of AIZ stock opened at $282.06 on Tuesday. The stock has a market cap of $13.91 billion, a P/E ratio of 13.47 and a beta of 0.55. Assurant, Inc. has a 1 year low of $205.01 and a 1 year high of $303.94. 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 stock has a 50 day simple moving average of $279.32 and a 200 day simple moving average of $249.70.

Assurant (NYSE:AIZ – Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $3.45 billion for the quarter, compared to analyst estimates of $3.43 billion. Assurant had a return on equity of 20.40% and a net margin of 7.90%.The company’s revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company earned $5.56 EPS. On average, research analysts predict that Assurant, Inc. will post 22.05 earnings per share for the current fiscal year.

Assurant Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, August 31st will be given a $0.88 dividend. The ex-dividend date is Monday, August 31st. This represents a $3.52 dividend on an annualized basis and a dividend yield of 1.2%. Assurant’s dividend payout ratio (DPR) is presently 16.81%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on AIZ. Truist Financial lifted their target price on shares of Assurant from $310.00 to $355.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Weiss Ratings raised shares of Assurant from a “buy (b+)” rating to a “buy (a-)” rating in a report on Tuesday, August 11th. Morgan Stanley raised their price objective on shares of Assurant from $300.00 to $320.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 19th. Royal Bank Of Canada set a $310.00 price objective on Assurant in a report on Wednesday, June 17th. Finally, UBS Group upped their target price on Assurant from $274.00 to $331.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Assurant presently has an average rating of “Buy” and an average price target of $327.14.

View Our Latest Stock Report on AIZ

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.