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Assurant (AIZ) Stock News, Nov 2025-Feb 2026

AIZ NYSE

Assurant, Inc. operates as a global protection company that partners with brands to safeguard and service connected devices, homes and automobiles. Company news commonly centers on Global Lifestyle and Global Housing results, including mobile device protection, Connected Living trade-in and upgrade programs, extended service contracts, lender-placed homeowners coverage, flood and manufactured housing insurance, and home warranty offerings.

Recurring updates also cover client partnerships with mobile operators, real estate brands and automotive channels; industry reports on the secondary market for mobile devices; quarterly earnings, outlook commentary, catastrophe impacts and capital actions such as share repurchases. These developments reflect Assurant's mix of fee, insurance, warranty and service programs across consumer-device, housing and vehicle-protection markets.

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Assurant (NYSE: AIZ) reported strong Q4 and full-year 2025 results with GAAP net income of $225.2M in Q4 and $872.7M for 12M'25, up 12% and 15% respectively. Adjusted EBITDA rose to $436.5M in Q4 and $1,536.2M for 12M, excluding catastrophes $1,734.4M.

EPS: GAAP diluted EPS $4.41 Q4, $16.93 FY; adjusted EPS ex-cats $5.75 Q4, $22.81 FY. Share repurchases totaled $300M in 2025; $745M remains authorized. 2026 outlook: underlying growth led by Global Lifestyle, adjusted EBITDA ex-cats expected in line with 2025 or mid-to-high single-digit growth ex-PYD.

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Assurant (NYSE: AIZ) launched Assurant Home Warranty through a long-term relationship with six Compass International Holdings brands on February 9, 2026. The program will be available to roughly 300,000 affiliated agents across Coldwell Banker, CENTURY 21, Sotheby’s International Realty, Corcoran, ERA, and Better Homes and Gardens Real Estate.

The offering expands Assurant’s home protection portfolio into the real estate channel, emphasizes customer-first claims resolution, and leverages a nationwide service network and Assurant’s global scale and experience protecting more than 300 million customers and 210 million annual consumer touchpoints.

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Assurant (NYSE: AIZ) declared a quarterly dividend of $0.88 per common share. The dividend is payable on March 30, 2026 to shareholders of record at the close of business on February 17, 2026. Future dividends remain at the Board's discretion and depend on earnings, financial condition, capital needs, regulatory restrictions, and other considerations.

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Assurant (NYSE: AIZ) appointed Lynn Blake to its Board of Directors, effective January 28, 2026. Blake, a former State Street executive with more than 30 years of asset management experience, will join the Finance and Risk Committee and the Nominating and Corporate Governance Committee.

Debra Perry plans to retire from the board at Assurant’s 2026 annual shareholder meeting. Blake’s background includes leadership of systematic equity strategies, sustainability stewardship, and prior board roles at United Natural Foods and WisdomTree.

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Assurant (NYSE: AIZ) launched F&I On Demand on January 27, 2026, a patent-pending, full-service virtual staffing solution for auto dealerships facing finance and insurance (F&I) staffing shortages.

The service connects dealer teams to Assurant-employed, on-demand F&I specialists via a proprietary scheduling tool to handle financing, product presentations, titling, registration, and paperwork. A key feature is Warranty Insights, a visual tool using Assurant claims history to highlight warranty limits and coverage gaps.

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Assurant (NYSE:AIZ) announced on January 18, 2026 the acquisition of RL Circular Operations (formerly TIC Reverse Logistics), a reverse logistics division serving retailers, manufacturers and suppliers across Australia and New Zealand. The deal expands Assurant’s post-purchase and end-to-end device lifecycle management capabilities in APAC, adds regional operations in Melbourne and Auckland, aims to leverage AI and robotics to drive sustainability and asset monetisation, and reduces reliance on third-party logistics partners while strengthening extended warranty and mobile value chain services.

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Assurant (NYSE: AIZ) will release fourth quarter and full year 2025 financial results on Tuesday, February 10, 2026 after market close.

The company will host a conference call and live audio webcast on Wednesday, February 11, 2026 at 8:00 a.m. ET, with CEO Keith Demmings, CFO Keith Meier, and VP Investor Relations Sean Moshier reviewing the results. The news release, investor presentation, supplemental information, and an archived replay of the webcast will be available in the Investor Relations section of Assurant's website.

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Assurant (NYSE:AIZ) appointed Jeff Unterreiner, President of U.S. Connected Living, to its Management Committee effective January 1, 2026. The move signals an increased company focus on expanding protection products and partner relationships across mobile, cable, consumer electronics, retail, and financial services to support long-term growth.

Jeff will continue to oversee the company’s U.S. Connected Living business, including protection programs and related services for service providers and financial institutions, while Biju Nair remains focused on global strategy across 21 markets to ensure continuity and alignment.

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Assurant (NYSE: AIZ) reported record third-quarter trade-in value as consumers upgraded to AI-enabled devices. Q3 trade-in programs returned $1.59 billion to consumers, a 46% year-over-year increase and 19% above Q2 2025. Year-to-date trade-ins totaled $4.17 billion, up 54% versus the same period in 2024 and on track to exceed last year’s $4.5 billion record. Assurant attributes growth to accelerated adoption of personalized AI features and an inflow of newer, higher-value 5G devices into the secondary market.

Key trends include dominance of 5G models in top trade-ins and a shift to iPhone 13/14 generation devices returning higher secondary-market value.

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Assurant (NYSE: AIZ) announced its Board authorized a $700 million share repurchase program, which is in addition to an existing authorization with approximately $141 million unused as of October 31, 2025.

The Board also declared a quarterly common dividend increase of b$0.08 to $0.88 per share21st consecutive year of raising the common dividend. Future dividends remain at the Board’s discretion and depend on earnings, financial condition, capital needs and regulatory factors.

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FAQ

What is the current stock price of Assurant (AIZ)?

The current stock price of Assurant (AIZ) is $267.32 as of October 3, 2026.

What is the market cap of Assurant (AIZ)?

The market cap of Assurant (AIZ) is approximately 13.2B.