Company Dossier · Financials
Assurant
- S&P 500
- Russell 1000
What Assurant is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $13.5 billion, up 9.4% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.66 billion, up 71% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.22 billion, down 4.3% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.30 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.30 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.85 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 1 lowered, 2 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 19, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.2 million on the open market.SEC Form 4
- 615 institutional managers reported a position at June 30, 2026 (+29 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 14 (18 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Assurant is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Confident
Expanding ↔ Retrenching
Retrenching
- Capital spending6th pct
- Debt raised—
- Buybacks vs capex45th pct
- Hiring filings10th pct
- Deals and private raises48th pct
- Patent publications72nd pct
Confident ↔ Hedging
Confident
- Call sentiment47th pct
- Call confidence87th pct
- Guidance changes79th pct
- Risk factors added64th pct
- Insider open-market trades41st pct
- + Call confidence
- + Guidance changes
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver39th pct
- Stress filings49th pct
Credit
How these are built →Assurant's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Aug 14, 2025 | $300M | 5.550% | 2036 (11y) | +130bp | 5.591% |
From the pricing term sheets Assurant filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (1607 STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG))third_quarter 2026
- Oct 18, 2026Lobbying
- Oct 13, 2026Patent
- Sep 15, 2026Patent
- Jul 20, 2026LobbyingLobbying report (ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG))second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (1607 STRATEGIES, LLC)second_quarter 2026 · $0.0 million
- Jul 16, 2026Lobbying
- Jun 9, 2026Patent
- Jun 9, 2026Patent
- May 22, 20268-KDirector or officer changeItem 5.02
- May 22, 20268-KShareholder vote resultsItem 5.07
- May 19, 2026Patent
- Apr 20, 2026LobbyingLobbying report (1607 STRATEGIES, LLC)first_quarter 2026 · $0.0 million
- Apr 20, 2026LobbyingLobbying report (ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG))first_quarter 2026 · $0.1 million
- Feb 19, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 28, 20268-KDirector or officer changeItem 5.02
- Aug 12, 20258-KDirector or officer changeItem 5.02
- Jul 15, 20258-KDirector or officer changeItem 5.02
- Jun 18, 20258-KMaterial agreement signedItem 1.01
- May 23, 20258-KShareholder vote resultsItem 5.07
- Feb 20, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 23, 20258-KMaterial agreement signedItem 1.01
- Nov 20, 20248-KDirector or officer changeItem 5.02
- Feb 15, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Lincoln Financial LNC | $19.3B | — | Jun 30, 2026 |
| American Financial Group AFG | $8.3B | — | Jun 30, 2026 |
| American International Group AIG | $26.6B | — | Jun 30, 2026 |
| Loews Corporation L | $3.3B | $1.8B | Jun 30, 2026 |
| Intercontinental Exchange ICE | $13.4B | $5.1B | Jun 30, 2026 |
| Unum UNM | $13.3B | $0.7B | Jun 30, 2026 |
| Cincinnati Financial CINF | $13.9B | $3.4B | Jun 30, 2026 |
| Fidelity National Information Services FIS | $12.2B | $2.8B | Jun 30, 2026 |