# AIZ · Assurant, Inc.

Snapshot 2026-10-26 · CIK 0001267238 · NYSE · Insurance Carriers, Nec

Price 284.75 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 14.04 B

Machine-readable: https://theclaudetrader.com/s/AIZ.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham

### Magic Formula: — (not scored) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula

### Momentum: 79.2 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: 28.0 % · threshold  · points 38.3/50
-  6 month return: 24.4 % · threshold  · points 16.9/20
-  Price / 52-week high: 0.947  · threshold  · points 14.2/15
-  Volatility penalty (60d annualised): 23.8 % · threshold  · points 9.8/15

Inputs:
  - Adjusted close series (14 months): 284.75 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold  · points 0.0/35
-  Distinct buyers: 0  · threshold  · points 0.0/25
-  Buyer seniority: 0.0  · threshold  · points 0.0/20
-  Recency (half-life 30d): 0.0  · threshold  · points 0.0/10
-  Sales penalty (excludes 10b5-1 plan sales): 0.85 bp · threshold  · points -6.8/0

Inputs:
  - Form 4 S Biju Nair 2026-08-06: 1188970.26 · 2026-08-06 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1267238/000119312526340307/

### Buffett Quality: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett

### Lynch GARP: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch

### Graham Enterprising: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising

### Piotroski F-Score: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski

## Market value, source trail

- Formula: 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
- Traded price: 284.75 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 49,323,767 underlying shares, period 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, accession 0001267238-26-000041 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000041/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 14,044,942,653 USD; 284.75 (price 2026-10-23) / 1 x 49,323,767 (shares at 2026-07-31) = 14,044,942,653

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2013 (ended 2013-12-31): 9047657000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828016011239/
- FY2014 (ended 2014-12-31): 10381653000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828017001320/
- FY2015 (ended 2015-12-31): 10325500000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828018001695/
- FY2016 (ended 2016-12-31): 7531800000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828019001767/
- FY2017 (ended 2017-12-31): 6415000000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723820000004/
- FY2018 (ended 2018-12-31): 8057600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723821000010/
- FY2019 (ended 2019-12-31): 9569100000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723822000006/
- FY2020 (ended 2020-12-31): 9597600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723823000007/
- FY2021 (ended 2021-12-31): 10187600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723824000008/
- FY2022 (ended 2022-12-31): 10193000000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723825000008/
- FY2023 (ended 2023-12-31): 11131600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000010/
- FY2024 (ended 2024-12-31): 11877500000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000010/
- FY2025 (ended 2025-12-31): 12814300000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000010/

## Net income by fiscal year (SEC XBRL)

- FY2013 (ended 2013-12-31): 488907000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828016011239/
- FY2014 (ended 2014-12-31): 470907000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828017001320/
- FY2015 (ended 2015-12-31): 141600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828018001695/
- FY2016 (ended 2016-12-31): 565400000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000162828019001767/
- FY2017 (ended 2017-12-31): 519600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723820000004/
- FY2018 (ended 2018-12-31): 251000000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723821000010/
- FY2019 (ended 2019-12-31): 382600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723822000006/
- FY2020 (ended 2020-12-31): 440800000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723823000007/
- FY2021 (ended 2021-12-31): 1361800000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723824000008/
- FY2022 (ended 2022-12-31): 276600000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723825000008/
- FY2023 (ended 2023-12-31): 642500000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000010/
- FY2024 (ended 2024-12-31): 760200000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000010/
- FY2025 (ended 2025-12-31): 872700000.0 · https://www.sec.gov/Archives/edgar/data/1267238/000126723826000010/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2013 (ended 2013-12-31): 6.3 [filed 6.3, split factor 1.0]
- FY2014 (ended 2014-12-31): 6.44 [filed 6.44, split factor 1.0]
- FY2015 (ended 2015-12-31): 2.05 [filed 2.05, split factor 1.0]
- FY2016 (ended 2016-12-31): 9.13 [filed 9.13, split factor 1.0]
- FY2017 (ended 2017-12-31): 9.39 [filed 9.39, split factor 1.0]
- FY2018 (ended 2018-12-31): 3.98 [filed 3.98, split factor 1.0]
- FY2019 (ended 2019-12-31): 5.84 [filed 5.84, split factor 1.0]
- FY2020 (ended 2020-12-31): 6.98 [filed 6.98, split factor 1.0]
- FY2021 (ended 2021-12-31): 22.66 [filed 22.66, split factor 1.0]
- FY2022 (ended 2022-12-31): 5.05 [filed 5.05, split factor 1.0]
- FY2023 (ended 2023-12-31): 11.95 [filed 11.95, split factor 1.0]
- FY2024 (ended 2024-12-31): 14.46 [filed 14.46, split factor 1.0]
- FY2025 (ended 2025-12-31): 16.93 [filed 16.93, split factor 1.0]

## Dividend years (Yahoo history)

2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-08-06 S Biju Nair (officer) 3931 @ 302.46 = 1188970 · https://www.sec.gov/Archives/edgar/data/1267238/000119312526340307/
- 2026-06-22 S Lonergan Robert (officer) 7000 @ 262.71 = 1838970 · https://www.sec.gov/Archives/edgar/data/1267238/000119312526279551/
- 2026-05-26 S DiRienzo Dimitry (officer) 2000 @ 255.68 = 511360 · https://www.sec.gov/Archives/edgar/data/1267238/000119312526241968/
- 2026-05-15 S MEIER KEITH (CFO) 25000 @ 254.31 = 6357750 · https://www.sec.gov/Archives/edgar/data/1267238/000119312526229028/
- 2026-05-14 S Rosenblum Jay (officer) 2000 @ 251.77 = 503540 · https://www.sec.gov/Archives/edgar/data/1267238/000119312526227023/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001267238
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001267238.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001267238&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001267238&type=8-K
- yahoo: https://finance.yahoo.com/quote/AIZ
- stooq: https://stooq.com/q/d/?s=aiz.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=AIZ
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=AIZ
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/aiz/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/AIZ
- openinsider (link only, nothing stored): http://openinsider.com/search?q=AIZ
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=AIZ+stock

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.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.