InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$283.31

2026-10-16

Market Cap

$14.0B

Volume

0.4M

52-Wk High

$303.94

52-Wk Low

$206.03

Trailing PE

13.3

P/S

1.04

Gross Margin

78.1%

Net Margin

7.9%

ROE

18%

ROIC

9%

Piotroski

8/9

Altman Z

1.2

1-Yr Return

+37.0%

5-Yr Return

+159.6%

Assurant, Inc. operates globally, delivering essential lifestyle and housing solutions designed to secure, assist, and connect consumer acquisitions across diverse markets including North America, Latin America, Europe, and the Asia Pacific. The company's operations are divided into two main divisions: Global Lifestyle and Global Housing. The Global Lifestyle segment provides comprehensive mobile device support, extended warranty and maintenance programs for mobile devices, consumer electronics, and appliances, as well as vehicle protection plans and associated services, alongside credit protection and other insurance offerings. Conversely, the Global Housing segment focuses on various insurance products, encompassing lender-placed homeowners, manufactured home, and flood coverage. It also offers renters insurance and related benefits, in addition to optional manufactured housing and homeowners policies, and other specialized insurance products. Founded in 1892, the company was formerly known as Fortis, Inc. before officially changing its name to Assurant, Inc. in February 2004. Its corporate headquarters are situated in New York, New York.

SectorFinancial ServicesIndustryInsurance - Property & CasualtyExchangeNYSEMarket Cap$14.0BEmployees14,800 (SEC-filed)CEOKeith Warner DemmingsIPO2004-02-05CountryUS

260 Interstate North Circle SE, Atlanta, GA 30339-2210 · Tel 770 763 1000 · assurant.com

INSIDERSTREET SCORE59 / 100Street mean $331.00 (5 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$11M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · AIZ +37.0% · S&P 500 +15.9% · spread +21.1pp

7 Years vs S&P 500 · AIZ +159.6% · S&P 500 +189.9% · spread -30.2pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE59of 100

Score Breakdown

Profitability	51/100
Growth	65/100
Momentum	91/100
Quality	78/100
Earnings Quality	70/100
Balance Sheet	75/100
Value	72/100
Risk (safety)	100/100
Overall	58.6/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
CNA	54
RE	45
AFG	53
ERIE	64
ORI	56
L	51
AIZ	59

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 59 in 26 Q2, latest 59 — +0 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY59 / 100IS Score 58.6 / 100 · +0.0 from peak of 59

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 81 / 100 · Power +62 · 21 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 59 and price structure at 81 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 58.6	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 48 → 54 → 55 → 59	the direction matters more than the level
Technical vote share back above 50%	now 91%	price structure no longer broken
Institutional holder count rises two quarters running	peak 618 → now 618	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)542 up / 438 downnet +104 funds

Institutions Added (13F)33managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 618 · latest 618 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	618	49.1M	$12.2B	99.1%
2026 Q1	585	47.1M	$9.3B	95.1%
2025 Q4	564	47.9M	$10.4B	96.8%
2025 Q3	538	46.9M	$9.1B	94.8%
2025 Q2	546	48.1M	$8.4B	97.1%
2025 Q1	563	49.5M	$9.4B	100.0%
2024 Q4	567	49.0M	$9.1B	98.9%
2024 Q3	522	49.1M	$8.5B	99.1%
2024 Q2	515	49.1M	$7.1B	99.2%
2024 Q1	509	48.9M	$8.0B	98.7%
2023 Q4	486	48.7M	$7.1B	98.3%
2023 Q3	416	49.6M	$6.1B	100.1%	ex-outlier 86.0%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2023-09 reads 100.11%. Institutions cannot hold more of a company than exists. The reported 49.6M shares exceed the 49.5M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 6,999,944 shares against 6,996,410 the prior quarter, a 1x jump, which alone would be 14.1% of the company. Excluding that filing, ownership is 86.0%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Dirienzo Dimitry	SVP, CAO, Controller	2026-10-01	TAX W/H	219	$0.06M	2,522
Campbell Michael P.	EVP, Chief Operating Officer	2026-10-01	TAX W/H	147	$0.04M	27,296
Demmings Keith	director, President & CEO	2026-09-15	GIFT	3,500	—	133,170
Biju Nair	EVP, Pres, Global Conn Living	2026-08-06	SELL	3,931	$1.19M	24,247
Lonergan Robert	EVP, CSTO	2026-06-22	SELL	7,000	$1.84M	27,374
Dirienzo Dimitry	SVP, CAO, Controller	2026-05-26	SELL	2,000	$0.51M	2,741
Basu Rajiv	director	2026-05-22	A-Award	668	—	3,731
Blake Lynn S.	director	2026-05-22	A-Award	668	—	668

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	8	42,581	$11.0M	Counted
F — Tax withholding	15	88,591	$19.7M	None — compensation
G — Gifts	1	3,500	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$11.0M8 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-04	2026-10-09
Ro Khanna	House	SELL	$1,001 - $15,000	2026-01-29	2026-02-10
Julia Letlow	House	BUY	$1,001 - $15,000	2025-08-26	2026-01-14
Kelly Loeffler	Senate	SELL	$250,001 - $500,000	2020-04-07	2020-05-01
Kelly Loeffler	Senate	BUY	$15,001 - $50,000	2020-04-07	2020-05-01
Kelly Loeffler	Senate	BUY	$50,001 - $100,000	2020-04-07	2020-05-01

House 12-Mo5 trades3 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

13F Filers (last complete Q)585

13F Shares47M95.1% of shares out

New / Closed88 / 55positions, QoQ

Increased / Reduced203 / 197positions, QoQ

Put/Call (13F)1.00option positions

Free Float99.3%49M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Deprince Race & Zollo Inc	115,398	$30M
Valley Wealth Managers, Inc.	98,268	$26M
Assenagon Asset Management S.A.	24,059	$6M
Ghp Investment Advisors, Inc.	19,020	$5M
Czech National Bank	14,172	$4M
Patton Fund Management, Inc.	12,017	$3M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$411M
VTSAX	0.0%	$411M
VSMPX	0.0%	$411M
VTI	0.0%	$411M
VOO	0.0%	$341M
VFIAX	0.0%	$341M

13F Filers Holding AIZ — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session80.6%2026-10-15

20-Day Avg65.9%50-day 64.1%

TrendRising20d vs 50d

By Market CenterQ: 80% · N: 89% · B: 81%latest session

Weekly Notional ($B)

Where AIZ Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	0.5M	26 sh
Ubsa Ubs Ats	0.4M	34 sh
Sgmt Sigma X2	0.4M	24 sh
Mlix Instinct X	0.3M	42 sh
Ebxl Level Ats	0.3M	15 sh
Mspl Ms Pool (Ats-4)	0.2M	135 sh

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Where a dollar of Assurant, Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$10.5B	100%

AIZ (live moat model)Peer median: CNA · RE · AFG · ERIE · ORI

Component scores from the live moat model. Peer median illustrative.

Moat score 48/100 — Weak; primary source Intangible Assets.

3.8 · Employees (SEC filings)

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Officer	Title
Keith Warner Demmings	President, Chief Executive Officer & Director
Keith Roland Meier	Executive Vice President & Chief Financial Officer
Biju Nair	Executive Vice President & President of Global Connected Living
Michael Campbell	Executive Vice President & Chief Operating Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+20.1%

Next Report2026-11-03

Income Quality1.76OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+6.0%	+0.1%	+9.2%	+6.7%	+7.9%
Gross profit	+13.3%	+88.8%	+9.9%	+5.8%	+8.5%
Operating income	+33.4%	-54.6%	+130.6%	+14.9%	+17.3%
Net income	+208.9%	-79.7%	+132.3%	+18.3%	+14.8%

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$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	10.2	10.2	11.1	11.9	12.8
Cost of revenue	6.0	2.4	2.5	2.8	2.9
Gross profit	4.1	7.8	8.6	9.1	9.9
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.0	0.0	0.0	0.0	0.0
Operating income	0.8	0.3	0.8	0.9	1.1
EBITDA	1.1	0.6	1.1	1.3	1.4
D&A	0.2	0.2	0.2	0.2	0.2
Pretax income	0.8	0.3	0.8	0.9	1.1
Income tax	0.2	0.1	0.2	0.2	0.2
Net income	1.4	0.3	0.6	0.8	0.9
Diluted EPS ($)	10.20	5.05	11.95	14.46	17.39
Diluted shares (M)	60	55	54	53	50

Operating CF$2B

CapEx$0B

Free cash flow$2B

SBC$0B

Buybacks$0B

Net cash change$0B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	1.5	1.6	1.8	1.8
ST investments	6.4	2.1	2.4	2.7
Receivables (net)	9.4	8.9	9.6	8.6
Total current assets	0.0	0.0	0.0	13.1
PP&E (net)	0.6	0.7	0.8	0.8
Goodwill + intangibles	3.5	3.3	3.2	13.4
Total assets	33.1	33.6	35.0	36.3
Accounts payable	2.7	2.4	3.4	2.1
Short-term debt	0.2	0.0	0.0	0.0
Deferred revenue	0.0	0.0	0.0	20.9
Total current liabilities	0.0	0.0	0.0	23.9
Long-term debt	1.9	2.1	2.1	2.2
Total liabilities	28.9	28.8	29.9	30.4
Shareholders' equity	4.2	4.8	5.1	5.9

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.3	0.6	0.8	0.9
D&A	0.2	0.2	0.2	0.2
Stock-based compensation	0.1	0.1	0.1	0.0
Working capital change	(0.2)	0.3	(0.0)	0.4
Operating cash flow	0.6	1.1	1.3	1.8
Capital expenditures	(0.2)	(0.2)	(0.2)	(0.2)
Investing cash flow	(0.3)	(0.6)	(0.7)	(1.5)
Buybacks	(0.6)	(0.2)	(0.3)	(0.3)
Dividends paid	(0.2)	(0.2)	(0.2)	(0.2)
Debt issuance / (repay)	(0.1)	(0.1)	0.0	0.1
Financing cash flow	(0.8)	(0.4)	(0.5)	(0.4)
Free cash flow	0.4	0.9	1.1	1.6

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	24.0%	5.7%	14.2%	15.3%	15.9%	18%
ROA	3.5%	0.8%	1.9%	2.2%	2.4%	2.9%
ROIC	-33.4%	-17.1%	20.4%	25.3%	24.7%	8.9%
Gross margin	40.7%	76.8%	77.3%	76.7%	77.2%	78.1%
Operating margin	7.6%	3.4%	7.2%	7.8%	8.5%	9.9%
Net margin	13.4%	2.7%	5.8%	6.4%	6.8%	7.9%
EBITDA margin	10.4%	6.3%	10.0%	10.6%	11.3%	12.7%
FCF margin	5.8%	4.0%	8.4%	10.6%	12.5%	—
VALUATION
P/E	6.12	23.09	13.59	14.39	13.85	13.3
P/B	1.54	1.51	1.81	2.14	2.06	2.3
P/S	0.82	0.63	0.78	0.92	0.94	1.04
P/FCF	14.13	15.56	9.33	8.65	7.56	8.4
EV/EBITDA	1.03	0.85	6.37	7.02	6.73	8.5
EV/Revenue	0.11	0.05	0.64	0.74	0.76	1.1
Earnings yield	16.3%	4.3%	7.4%	7.0%	7.2%	7.58%
FCF yield	7.1%	6.4%	10.7%	11.6%	13.2%	11.85%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	—	—	—	—	0.55	1.27
Quick ratio	—	—	—	—	0.55	1.27
Debt / equity	0.40	0.50	0.43	0.41	0.38	0.36
Debt / assets	6.5%	6.4%	6.2%	5.9%	6.1%	6.1%
Net debt / EBITDA	-6.85	-9.13	-1.49	-1.67	-1.62	0.30
Interest coverage	8.00	4.23	8.47	9.67	10.91	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.26	0.30	0.33	0.35	0.36	0.37
Receivables turnover	1.26	1.18	1.23	1.29	1.43	1.6
DSO (days)	289	310	297	282	256	230
DPO (days)	122	368	371	384	343	—
Cash conversion cycle	167	-57	-74	-102	-88	230
GROWTH (YoY)
Revenue growth	4.9%	0.1%	9.2%	6.7%	7.9%	—
Net income growth	210.6%	-79.8%	132.3%	18.3%	14.8%	—
EPS growth	235.7%	-78.4%	133.8%	21.4%	19.1%	—
FCF growth	-51.3%	-30.9%	127.9%	35.2%	26.4%	—
PER SHARE ($)
EPS (diluted, TTM)	23.77	5.14	12.02	14.60	17.39	21.48
Book value / share	94.65	78.64	90.01	98.06	116.97	123.14
Revenue / share	176.48	189.56	208.32	228.08	255.28	271.73
FCF / share	10.29	7.64	17.51	24.29	31.84	33.43
Cash / share	164.63	148.32	69.87	80.41	90.68	239.31
SHAREHOLDER RETURN & SCORES
Buyback yield	10.0%	9.0%	2.3%	2.8%	2.5%	2.82%
Altman Z-Score	0.73	0.64	0.77	0.83	0.53	1.2
Piotroski F-Score	6	7	8	7	7	8/9
Beneish M-Score	-2.57	-2.62	-2.59	-2.46	-2.83	-2.98

Model	Score	Zone	Note
Piotroski F-Score	8 / 9	Strong
Altman Z-Score	1.2	Distress (<1.81)	Distress
Income quality	1.76	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.98	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.80
Interest burden	0.92
Operating margin	10.7%
Asset turnover	0.38×
Financial leverage	6.17×
= ROE	18%

Growth Quality (live)	Value
Revenue stability	0.95
Earnings stability	0.10
Earnings persistence	0.81
Revenue CAGR 3y	8.4%
EPS CAGR 3y	49.3%
FCF CAGR 3y	12.2%

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Buyback Yield2.82%

Dividend Yield1.24%

Total Shareholder Return4.14%cash yield

SBC / Revenue0.7%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
CNA	$13.0B	10.5	12%	8.4%	+4.5%	8/9	+7.3%
RE	$15.3B	8.0	13%	14.1%	-5.1%	5/9	—
AFG	$12.4B	13.0	20%	12.4%	-1.1%	6/9	+19.7%
ERIE	$11.3B	19.7	25%	16.5%	+9.7%	6/9	-20.0%
ORI	$9.6B	8.5	19%	12.9%	+11.6%	7/9	+5.7%
L	$22.6B	13.5	10%	9.4%	+4.3%	8/9	—
MKL	$22.9B	10.1	13%	22.5%	+6.7%	7/9	—
KNSL	$8.3B	14.8	30%	32.1%	+15.8%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

19 Analysts

Str Sell (0)Sell (1)Hold (7)Buy (11)Str Buy (0)

Mean Target (qtr)$331.005 targets

Target vs. Price+16.8%last-quarter mean

Next Report2026-11-03street $4.75

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$13.92B	$14.11B / $13.68B	$22.54	$23.20 / $21.88	5
FY2027	$14.72B	$15.23B / $14.10B	$23.36	$23.89 / $22.65	5
FY2028	$15.69B	$16.51B / $14.87B	$24.95	$26.04 / $23.87	2

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Quarter	$331.00	+16.8%	5
Last Year	$294.06	+3.8%	16
All Time	$277.27	-2.1%	22

Rolling mean of published targets vs. last close $283.31. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

A

DCF

5/5

ROE

5/5

ROA

4/5

Debt/Eq

3/5

P/E

3/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

AIZ +37.0% vs S&P 500 +15.9% — spread +21.1pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$269.56	+13.75	+5.10%	Above
SMA 50	$277.76	+5.55	+2.00%	Above
SMA 200	$251.86	+31.45	+12.49%	Above
EMA 9	$274.84	+8.47	+3.08%	Above
EMA 21	$273.38	+9.93	+3.63%	Above
EMA 50	$274.36	+8.95	+3.26%	Above
EMA 200	$255.87	+27.44	+10.72%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +6221 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%91

Volume 20%69

Volatility 10%67

Patterns 15%50

This Week91% bullishof 11 price-based votes

4 Weeks Ago64%+27 pts since

12 Weeks Ago45%+46 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$269.56

Price vs SMA 50$277.76

Price vs SMA 200$251.86

EMA 9/21 Cross274.8/273.4

SMA 50/200Golden

ADX DirectionADX 23

Supertrend$267

Parabolic SAR$264

SMA Slope0.060

RSI61.6

Stochastic K/D95/87

StochRSI K/D100/96

Williams %R-9

CCI200

TSI vs Signal-0.2

CMO23.2

ROC6.01%

OBV SignalAccum

Chaikin MF-0.100

MFI80

Force Index1M

Elder Ray Bull12.29

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 87

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$281.26 / $283.90 / $285.92	S1 / S2	$279.24 / $276.60
Bollinger (20,2)	$257.68 – $281.44	Squeeze	Off
52-wk range	$205.24 – $303.94	Off 52-wk high	-6.8%
ATR (14)	$5.62 (2.0%)	Historical vol	23.8%

-0.1%Jan55%

-1.9%Feb40%

+1.1%Mar48%

+2.2%Apr70%

+0.5%May65%

+0.6%Jun50%

+0.9%Jul65%

+3.1%Aug55%

+1.9%Sep75%

-1.9%Oct55%

+1.7%Nov65%

+3.5%Dec70%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	AIZ	S&P 500
Weekly volatility (σ, 1y)	3.27%	1.83%
Best / worst week (1y)	+7.3% / -10.5%	—
Max drawdown (5y, monthly)	-40.1%	—
1-week VaR (95%)	-7.2%	—
Beta (5y)	0.54	1.00

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

AIZ EQUITY WEATHER (LIVE)CLOUDY · +2

Trend+35

Momentum+54

Volume-54

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 137 stories, weekly buckets, −1 to +1.

Overall+2.0+12.0 vs industry

Trend+34.9+33.2 vs industry

Momentum+54.1+39.8 vs industry

Volume-53.8-46.2 vs industry

Reading	AIZ	Insurance - Property & Casualty n=188	Financial Services n=24,134	All US symbols n=70,435
Overall	+2.0	-10.0	-16.3	-20.5
Trend	+34.9	+1.7	-12.5	-21.3
Momentum	+54.1	+14.3	-4.4	-15.8
Volume	-53.8	-7.5	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Keith W. Demmings, President and Chief Execu	$15.2M	88% equity+incentive
Keith R. Meier, Executive Vice President, Ch	$5.5M	82% equity+incentive
Francesca L. Luthi, Former Executive Vice Pr	$4.2M	80% equity+incentive
Michael P. Campbell, Executive Vice Presiden	$4.1M	82% equity+incentive
Biju Nair, Executive Vice President and Pres	$3.6M	79% equity+incentive

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Pillar (live disclosure scores)	Score
Environmental	45
Social	60
Governance	52
Composite ESG	52

Composite ESG Trend

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-11-02 to 2026-08-04
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	93 rows · 2003 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-22 to 2026-10-01
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Assurant, Inc. (AIZ)

Institutions holding — 12 quarters

Assurant, Inc. (AIZ)

Monthly Net Insider Flow (000 shares)

Signal Summary

Assurant, Inc. (AIZ)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding AIZ — quarterly

Institutional Put/Call — quarterly

Where AIZ Trades in the Dark

Assurant, Inc. (AIZ)

3.8 · Employees (SEC filings)

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Balance Sheet — Full

Cash Flow Statement — Full

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Street Price Target — Trajectory

Third-Party Composite Rating

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Family Scores (site weights)

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)

Assurant, Inc. (AIZ)