Assurant, Inc. (AIZ)
NYSE: AIZ · Real-Time Price · USD
283.56
-2.55 (-0.89%)
Sep 16, 2026, 4:00 PM EDT - Market closed
Assurant Income Statement
Financials in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
Premiums & Annuity Revenue | 10,882 | 10,703 | 10,483 | 10,335 | 10,125 | 9,982 | 9,796 | 9,661 | 9,601 | 9,499 | 9,388 | 9,229 | 9,069 | 8,894 | 8,765 | 8,678 | 8,621 | 8,603 | 8,572 | 8,499 |
Total Interest & Dividend Income | 575.8 | 562.1 | 527.3 | 524.8 | 521 | 517 | 518.9 | 526.6 | 522.4 | 510.6 | 489.1 | 445.9 | 403.9 | 383 | 364.1 | 341 | 333.5 | 324.4 | 314.4 | 308.5 |
Gain (Loss) on Sale of Investments | -65.5 | -77 | -71.8 | -80.4 | -85.1 | -83 | -75.8 | -65.7 | -66.5 | -66.9 | -68.7 | -63.2 | -71.5 | -127.9 | -179.7 | -161.2 | -21.7 | 65 | 128.2 | 147 |
Other Revenue | 2,064 | 1,973 | 1,876 | 1,790 | 1,744 | 1,656 | 1,639 | 1,634 | 1,506 | 1,426 | 1,323 | 1,190 | 1,174 | 1,204 | 1,243 | 1,257 | 1,272 | 1,245 | 1,173 | 1,071 |
| 13,456 | 13,160 | 12,814 | 12,569 | 12,305 | 12,071 | 11,878 | 11,756 | 11,562 | 11,369 | 11,132 | 10,801 | 10,575 | 10,353 | 10,193 | 10,115 | 10,205 | 10,238 | 10,188 | 10,025 | |
Revenue Growth (YoY) | 9.36% | 9.02% | 7.89% | 6.92% | 6.42% | 6.18% | 6.70% | 8.84% | 9.34% | 9.81% | 9.21% | 6.78% | 3.62% | 1.13% | 0.05% | 0.90% | 4.52% | 6.94% | 6.15% | 2.96% |
Policy Benefits | 2,944 | 2,917 | 2,928 | 2,881 | 2,949 | 2,923 | 2,767 | 2,695 | 2,563 | 2,499 | 2,522 | 2,522 | 2,548 | 2,515 | 2,360 | 2,278 | 2,225 | 2,160 | 2,202 | 2,252 |
Policy Acquisition & Underwriting Costs | 8,726 | 8,566 | 8,363 | 8,243 | 8,094 | 7,943 | 7,797 | 7,805 | 7,657 | 7,594 | 7,445 | 7,218 | 7,204 | 7,147 | 7,119 | 7,120 | 7,062 | 6,993 | 6,886 | 6,675 |
Depreciation & Amortization | 156.4 | 156.4 | 156.4 | 139.4 | 139.4 | 139.4 | 139.4 | 109.3 | 109.3 | 109.3 | 109.3 | 86.3 | 86.3 | 86.3 | 86.3 | 73.8 | 73.8 | 73.8 | 73.8 | 56.1 |
Other Operating Expenses | 168.5 | 149.4 | 149.4 | 150.6 | 151 | 149.8 | 149.8 | 143.1 | 139 | 101.6 | 130.5 | 128 | 124.9 | 124 | 126.1 | 127.3 | 127.1 | 122.4 | 125.5 | 127.7 |
Total Operating Expenses | 11,988 | 11,781 | 11,589 | 11,400 | 11,318 | 11,141 | 10,838 | 10,729 | 10,445 | 10,281 | 10,183 | 9,937 | 9,945 | 9,855 | 9,673 | 9,583 | 9,471 | 9,333 | 9,270 | 9,111 |
Operating Income | 1,469 | 1,379 | 1,226 | 1,169 | 986.6 | 930.5 | 1,040 | 1,027 | 1,118 | 1,088 | 949 | 864.7 | 630.3 | 498.3 | 520 | 532.4 | 734.2 | 904.5 | 917.3 | 914 |
Interest Expense | -112.9 | -111.2 | -109.7 | -108.2 | -107 | -107 | -107 | -107 | -107.3 | -107.8 | -108 | -109.1 | -108.4 | -108.4 | -108.3 | -107.5 | -108.7 | -110.3 | -111.8 | -111.5 |
EBT Excluding Unusual Items | 1,356 | 1,268 | 1,116 | 1,061 | 879.6 | 823.5 | 932.7 | 919.9 | 1,010 | 980.5 | 841 | 755.6 | 521.9 | 389.9 | 411.7 | 424.9 | 625.5 | 794.2 | 805.5 | 802.5 |
Merger & Restructuring Charges | -27.3 | -27.3 | -27.3 | -5.4 | -5.4 | -5.4 | -5.4 | -16 | -29.2 | -27.9 | -34.3 | -71.4 | -58 | -59.5 | -53.1 | -11.8 | -12 | -11.8 | -11.8 | -7.5 |
Impairment of Goodwill | - | - | - | - | - | - | - | - | - | - | - | -7.8 | -7.8 | -7.8 | -7.8 | - | - | - | - | - |
Asset Writedown | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -1.7 | -2.7 |
Other Unusual Items | -1.3 | -1.3 | -1.3 | -1.3 | - | - | - | - | - | - | 0.1 | 0.1 | 0.1 | -0.8 | -0.9 | -0.9 | -21.6 | -20.7 | -20.7 | -20.7 |
Pretax Income | 1,327 | 1,239 | 1,087 | 1,054 | 874.2 | 818.1 | 927.3 | 903.9 | 981.2 | 952.6 | 806.8 | 676.5 | 456.2 | 321.8 | 349.9 | 412.2 | 591.9 | 761.7 | 771.3 | 771.6 |
Income Tax Expense | 263.7 | 239.1 | 214.7 | 205.1 | 157.2 | 147.7 | 167.1 | 162.5 | 183.5 | 187.3 | 164.3 | 148.4 | 110.9 | 80.6 | 73.3 | 79.7 | 115.7 | 150.6 | 168.4 | 173.6 |
Earnings From Continuing Ops. | 1,064 | 1,000 | 872.7 | 848.8 | 717 | 670.4 | 760.2 | 741.4 | 797.7 | 765.3 | 642.5 | 528.1 | 345.3 | 241.2 | 276.6 | 332.5 | 476.2 | 611.1 | 602.9 | 598 |
Earnings From Discontinued Ops. | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -3.1 | 725.7 | 744.6 | 758.9 | 781.9 |
Net Income to Company | 1,064 | 1,000 | 872.7 | 848.8 | 717 | 670.4 | 760.2 | 741.4 | 797.7 | 765.3 | 642.5 | 528.1 | 345.3 | 241.2 | 276.6 | 329.4 | 1,202 | 1,356 | 1,362 | 1,380 |
Minority Interest in Earnings | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.2 | - | 0.2 |
Net Income | 1,064 | 1,000 | 872.7 | 848.8 | 717 | 670.4 | 760.2 | 741.4 | 797.7 | 765.3 | 642.5 | 528.1 | 345.3 | 241.2 | 276.6 | 329.4 | 1,202 | 1,356 | 1,362 | 1,380 |
Preferred Dividends & Other Adjustments | 8.8 | 8.6 | 7.7 | 11.2 | 11.2 | 9.1 | 7.7 | - | - | - | 7 | - | - | - | - | - | - | - | 4.7 | 9.4 |
Net Income to Common | 1,055 | 991.6 | 865 | 837.6 | 705.8 | 661.3 | 752.5 | 741.4 | 797.7 | 765.3 | 635.5 | 528.1 | 345.3 | 241.2 | 276.6 | 329.4 | 1,202 | 1,356 | 1,357 | 1,371 |
Net Income Growth (YoY) | 49.43% | 49.95% | 14.95% | 12.97% | -11.52% | -13.59% | 18.41% | 40.39% | 131.02% | 217.29% | 129.75% | 60.32% | -71.27% | -82.21% | -79.62% | -75.97% | 163.58% | 219.92% | 221.51% | 233.10% |
Shares Outstanding (Basic) | 50 | 50 | 50 | 50 | 51 | 51 | 52 | 53 | 53 | 53 | 53 | 54 | 54 | 54 | 54 | 55 | 57 | 58 | 59 | 60 |
Shares Outstanding (Diluted) | 51 | 51 | 51 | 51 | 51 | 52 | 52 | 53 | 53 | 54 | 53 | 54 | 54 | 54 | 55 | 56 | 57 | 59 | 60 | 61 |
Shares Change (YoY) | -1.49% | -1.59% | -1.86% | -3.71% | -3.75% | -3.60% | -2.15% | -1.60% | -1.12% | -1.08% | -2.89% | -3.62% | -5.78% | -7.77% | -8.88% | -8.95% | -8.10% | -6.37% | -4.84% | -2.63% |
EPS (Basic) | 21.13 | 19.75 | 17.14 | 16.60 | 13.89 | 12.90 | 14.55 | 14.10 | 15.08 | 14.38 | 12.02 | 9.86 | 6.44 | 4.48 | 5.09 | 5.95 | 21.20 | 23.26 | 22.95 | 22.98 |
EPS (Diluted) | 20.88 | 19.51 | 16.93 | 16.43 | 13.77 | 12.81 | 14.46 | 14.00 | 14.98 | 14.28 | 11.95 | 9.82 | 6.41 | 4.46 | 5.05 | 5.90 | 21.02 | 23.08 | 22.65 | 22.51 |
EPS Growth (YoY) | 51.70% | 52.33% | 17.08% | 17.36% | -8.13% | -10.34% | 21.00% | 42.54% | 133.65% | 220.17% | 136.63% | 66.52% | -69.49% | -80.67% | -77.70% | -73.80% | 178.15% | 227.36% | 224.64% | 233.19% |
Additional Metrics
Fiscal Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
Free Cash Flow | 1,656 | 1,452 | 1,598 | 1,022 | 968.8 | 1,419 | 1,111 | 1,385 | 1,276 | 756.1 | 935.6 | 852 | 1,173 | 1,164 | 410.6 | 384.5 | -264.9 | 510.4 | 594.3 | 796 |
Free Cash Flow Per Share | 32.78 | 28.57 | 31.29 | 20.04 | 18.90 | 27.47 | 21.35 | 26.16 | 23.95 | 14.11 | 17.59 | 15.83 | 21.78 | 21.49 | 7.50 | 6.89 | -4.63 | 8.69 | 9.88 | 12.98 |
Dividend Per Share | 3.440 | 3.360 | 3.280 | 3.200 | 3.120 | 3.040 | 2.960 | 2.880 | 2.860 | 2.840 | 2.820 | 2.800 | 2.780 | 2.760 | 2.740 | 2.720 | 2.700 | 2.680 | 2.660 | 2.640 |
Dividend Growth (YoY) | 10.26% | 10.53% | 10.81% | 11.11% | 9.09% | 7.04% | 4.96% | 2.86% | 2.88% | 2.90% | 2.92% | 2.94% | 2.96% | 2.99% | 3.01% | 3.03% | 3.45% | 3.88% | 4.31% | 4.76% |
Operating Margin | 10.91% | 10.48% | 9.56% | 9.30% | 8.02% | 7.71% | 8.75% | 8.73% | 9.67% | 9.57% | 8.53% | 8.01% | 5.96% | 4.81% | 5.10% | 5.26% | 7.19% | 8.83% | 9.00% | 9.12% |
Profit Margin | 7.84% | 7.54% | 6.75% | 6.66% | 5.74% | 5.48% | 6.34% | 6.31% | 6.90% | 6.73% | 5.71% | 4.89% | 3.26% | 2.33% | 2.71% | 3.26% | 11.78% | 13.24% | 13.32% | 13.67% |
Free Cash Flow Margin | 12.30% | 11.03% | 12.47% | 8.13% | 7.87% | 11.75% | 9.36% | 11.78% | 11.03% | 6.65% | 8.40% | 7.89% | 11.09% | 11.24% | 4.03% | 3.80% | -2.60% | 4.98% | 5.83% | 7.94% |
EBITDA | 1,737 | 1,639 | 1,476 | 1,411 | 1,225 | 1,160 | 1,263 | 1,242 | 1,320 | 1,287 | 1,145 | 1,048 | 812.2 | 681.1 | 702 | 718.2 | 917.1 | 1,082 | 1,089 | 1,078 |
EBITDA Margin | 12.91% | 12.45% | 11.52% | 11.22% | 9.95% | 9.61% | 10.63% | 10.56% | 11.42% | 11.32% | 10.29% | 9.70% | 7.68% | 6.58% | 6.89% | 7.10% | 8.99% | 10.57% | 10.69% | 10.75% |
D&A For EBITDA | 268.4 | 259.8 | 250 | 241.9 | 238.1 | 229.6 | 223.5 | 214.8 | 202.2 | 198.9 | 196.4 | 183 | 181.9 | 182.8 | 182 | 185.8 | 182.9 | 177.5 | 171.6 | 164.1 |
EBIT | 1,469 | 1,379 | 1,226 | 1,169 | 986.6 | 930.5 | 1,040 | 1,027 | 1,118 | 1,088 | 949 | 864.7 | 630.3 | 498.3 | 520 | 532.4 | 734.2 | 904.5 | 917.3 | 914 |
EBIT Margin | 10.91% | 10.48% | 9.56% | 9.30% | 8.02% | 7.71% | 8.75% | 8.73% | 9.67% | 9.57% | 8.53% | 8.01% | 5.96% | 4.81% | 5.10% | 5.26% | 7.19% | 8.83% | 9.00% | 9.12% |
Effective Tax Rate | 19.87% | 19.29% | 19.74% | 19.46% | 17.98% | 18.05% | 18.02% | 17.98% | 18.70% | 19.66% | 20.36% | 21.94% | 24.31% | 25.05% | 20.95% | 19.34% | 19.55% | 19.77% | 21.83% | 22.50% |
Revenue as Reported | 13,456 | 13,160 | 12,814 | 12,569 | 12,305 | 12,071 | 11,878 | 11,756 | 11,562 | 11,369 | 11,132 | 10,801 | 10,575 | 10,353 | 10,193 | 10,115 | 10,205 | 10,238 | 10,188 | 10,031 |