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AIZ Assurant, Inc.

NYSE, CIK 0001267238, fiscal year ends 12/31. Last price 284.75 on 2026-10-23, market value 14.0 billion dollars.

Machine-readable: AIZ.json, AIZ.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	79	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	ok	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	284.75	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	49,323,767	underlying shares	2026-07-31	SEC cover page 10-Q 0001267238-26-000041 (49,323,767 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1267238/000126723826000041/aiz-20260630.htm 0001267238-26-000041
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	14,044,942,653	USD	2026-10-23 shares at 2026-07-31	284.75 (price 2026-10-23) / 1 x 49,323,767 (shares at 2026-07-31) = 14,044,942,653

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

79 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	28.0 % (percentile 76.6)	38.3 / 50
6 month return	24.4 % (percentile 84.3)	16.9 / 20
Price / 52-week high	0.947	14.2 / 15
Volatility penalty (60d annualised)	23.8 %	9.8 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	284.75	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.85 bp	-6.8 / 0

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Form 4 S Biju Nair 2026-08-06	1188970.26	2026-08-06	SEC Form 4 (insider transactions data set)	not cross-checked

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-12-31	9,048	489	6.3	paid	0001628280-16-011239
2014	2014-12-31	10,382	471	6.44	paid	0001628280-17-001320
2015	2015-12-31	10,326	142	2.05	paid	0001628280-18-001695
2016	2016-12-31	7,532	565	9.13	paid	0001628280-19-001767
2017	2017-12-31	6,415	520	9.39	paid	0001267238-20-000004
2018	2018-12-31	8,058	251	3.98	paid	0001267238-21-000010
2019	2019-12-31	9,569	383	5.84	paid	0001267238-22-000006
2020	2020-12-31	9,598	441	6.98	paid	0001267238-23-000007
2021	2021-12-31	10,188	1,362	22.66	paid	0001267238-24-000008
2022	2022-12-31	10,193	277	5.05	paid	0001267238-25-000008
2023	2023-12-31	11,132	642	11.95	paid	0001267238-26-000010
2024	2024-12-31	11,878	760	14.46	paid	0001267238-26-000010
2025	2025-12-31	12,814	873	16.93	paid	0001267238-26-000010

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-08-06	Biju Nair	officer	sale	3,931	302.46	1,188,970
2026-06-22	Lonergan Robert	officer	sale	7,000	262.71	1,838,970
2026-05-26	Dirienzo Dimitry	officer	sale	2,000	255.68	511,360
2026-05-15	Meier Keith	CFO	sale	25,000	254.31	6,357,750
2026-05-14	Rosenblum Jay	officer	sale	2,000	251.77	503,540

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/AIZ; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.