AIZ financial statements
The full income statement, balance sheet, and cash-flow statement for Assurant Inc. (AIZ), plus valuation ratios — straight from SEC filings. Switch between annual, quarterly, and trailing-twelve-month figures, pick how far back to look, and flip the time order. Every line has a trend sparkline.
Shares outstanding (point-in-time)
SEC-filed end-of-period counts (cover pages and balance sheets, split-adjusted) — the series realized buyback yield is computed from. The weighted-average share lines in the statements below lag these by design: an average over the year sits near the midpoint of an ongoing buyback.
| Line item | Trend | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Income Statement | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| Revenue | 12.8B+7.9% | 11.9B+6.7% | 11.1B+9.2% | 10.2B+0.1% | 10.2B+6.1% | |
| Selling, general & administrative | — | — | — | — | 3.25B+6.5% | |
| Amortization of intangibles | 109M+11.2% | 97.9M-0.2% | 98.1M+3.8% | 94.5M+6.3% | 88.9M+20.3% | |
| Interest expense | 110M+2.5% | 107M-0.9% | 108M-0.3% | 108M-3.1% | 112M+7.0% | |
| Gain (loss) on equity securities | 5.90M-69.7% | 19.5M+370.8% | -7.20M+93.6% | -112M-203.6% | 108M+401.4% | |
| Pre-tax income | 1.09B+17.3% | 927M+14.9% | 807M+130.6% | 350M-54.6% | 771M+33.4% | |
| Income tax | 215M+28.5% | 167M+1.7% | 164M+124.1% | 73.3M-56.5% | 168M+186.9% | |
| 873M+14.8% | 760M+18.3% | 643M+132.3% | 277M-79.7% | 1.36B+208.9% | ||
| Income from continuing operations | — | — | 643M+132.3% | 277M-54.1% | 603M+16.3% | |
| Discontinued operations | — | — | — | 0.00-100.0% | 759M+1076.7% | |
| Net income to non-controlling interest | — | — | — | 0.00 | 0.00-100.0% | |
| Preferred dividends | — | — | 0.00 | 0.00-100.0% | 4.70M-74.9% | |
| Net income to common | 865M+15.0% | 753M+18.4% | 636M+129.8% | 277M-79.6% | 1.36B+221.5% | |
| $16.93+17.1% | $14.46+21.0% | $11.95+136.6% | $5.05-77.7% | $22.66+224.6% | ||
| EPS (basic) | $17.14+17.8% | $14.55+21.0% | $12.02+136.1% | $5.09-77.8% | $22.95+226.9% | |
| Weighted-avg shares (basic) | 50.5M-2.4% | 51.7M-2.2% | 52.9M-2.8% | 54.4M-8.1% | 59.1M-1.6% | |
| Weighted-avg shares (diluted) | 51.1M-1.9% | 52.1M-2.2% | 53.2M-2.9% | 54.8M-8.9% | 60.1M-4.8% | |
| Dividends per share | $3.28+10.8% | $2.96+5.0% | $2.82+2.9% | $2.74+3.0% | $2.66+4.3% | |
| Balance Sheet | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| Cash & equivalents | 1.83B+1.5% | 1.81B+11.1% | 1.63B+5.9% | 1.54B-24.7% | 2.04B-7.6% | |
| 36.3B+3.6% | 35.0B+4.1% | 33.6B+1.6% | 33.1B-2.4% | 33.9B-24.0% | ||
| Property, plant & equipment | 842M+9.6% | 768M+12.0% | 686M+6.3% | 645M+14.9% | 561M+25.8% | |
| Operating lease right-of-use | 59.2M+9.4% | 54.1M+135.2% | 23.0M-22.3% | 29.6M-37.9% | 47.7M-28.8% | |
| Goodwill | 2.65B+1.2% | 2.62B+0.3% | 2.61B+0.2% | 2.60B+1.2% | 2.57B-0.7% | |
| Intangible assets | 522M-2.5% | 536M-5.6% | 567M-11.2% | 639M-11.2% | 719M+3.3% | |
| 30.4B+1.7% | 29.9B+3.8% | 28.8B-0.2% | 28.9B+1.5% | 28.5B-26.5% | ||
| Operating lease liability (total) | 73.9M+18.4% | 62.4M+76.8% | 35.3M-11.1% | 39.7M-34.4% | 60.5M-22.1% | |
| 5.87B+15.0% | 5.11B+6.2% | 4.81B+13.7% | 4.23B-22.6% | 5.46B-8.2% | ||
| Preferred stock | — | — | — | — | 0.00-100.0% | |
| Common stock | 500K+0.0% | 500K-16.7% | 600K+0.0% | 600K-14.3% | 700K+16.7% | |
| Additional paid-in capital | 1.71B+1.5% | 1.69B+1.1% | 1.67B+1.9% | 1.64B-3.4% | 1.70B-13.4% | |
| Retained earnings | 4.83B+10.2% | 4.38B+8.7% | 4.03B+8.9% | 3.70B-8.5% | 4.04B+13.9% | |
| Treasury stock | 123M+0.0% | 123M+0.0% | 123M+0.0% | 123M+0.0% | 123M-54.1% | |
| Accumulated other comprehensive income | -544M+34.9% | -836M-9.3% | -765M+22.4% | -986M-557.5% | -150M-121.1% | |
| Non-controlling interest | — | — | — | — | 0.00-100.0% | |
| Total equity incl. non-controlling | — | — | 4.81B+13.7% | 4.23B-22.6% | 5.46B-8.0% | |
| Total liabilities & equity | 36.3B+3.6% | 35.0B+4.1% | 33.6B+1.6% | 33.1B-2.4% | 33.9B-24.0% | |
| Common shares issued | 52.1M-2.0% | 53.1M-2.1% | 54.3M-1.6% | 55.1M-5.0% | 58.1M-7.8% | |
| Common shares outstanding | 49.8M-2.0% | 50.8M-2.2% | 52.0M-1.7% | 52.8M-5.2% | 55.8M-3.8% | |
| Shares outstanding (cover) | 49.7M-2.2% | 50.8M-2.3% | 52.0M-1.8% | 52.9M-4.1% | 55.2M-4.7% | |
| Cash Flow | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| 1.83B+37.6% | 1.33B+17.1% | 1.14B+90.7% | 597M-23.6% | 782M-41.8% | ||
| Depreciation & amortization | 250M+11.9% | 224M+13.8% | 196M+7.9% | 182M+6.1% | 172M+20.6% | |
| Intangible amortization | 109M+11.2% | 97.9M-0.2% | 98.1M+3.8% | 94.5M+6.3% | 88.9M+20.3% | |
| Share-based compensation | 85.7M+5.7% | 81.1M+8.0% | 75.1M+20.0% | 62.6M-6.1% | 66.7M+15.2% | |
| Deferred income taxes | 101M-58.6% | 245M+325.7% | -109M-270.1% | 63.8M-51.6% | 132M-34.9% | |
| -1.46B-121.6% | -658M-3.2% | -638M-143.3% | -262M-266.3% | 158M+121.4% | ||
| Capital expenditure | 236M+6.4% | 221M+9.3% | 203M+8.7% | 186M-0.6% | 187M+54.6% | |
| Free cash flow | 1.60B+43.8% | 1.11B+18.8% | 936M+127.9% | 411M-30.9% | 594M-51.3% | |
| Acquisitions | 23.5M+82.2% | 12.9M+4200.0% | 300K-99.6% | 72.5M+336.7% | 16.6M-96.4% | |
| Sales/maturities of investments | 807M+43.0% | 564M+101.4% | 280M-42.1% | 484M-50.2% | 971M+20.7% | |
| Other investing activities | -6.00M-5900.0% | -100K+95.8% | -2.40M-300.0% | -600K+81.3% | -3.20M-10.3% | |
| -364M+23.7% | -478M-18.2% | -404M+50.6% | -818M+24.9% | -1.09B-311.6% | ||
| Long-term debt issued | 298M | 0.00-100.0% | 173M | 0.00-100.0% | 347M+42.5% | |
| Long-term debt repaid | 0.00 | 0.00-100.0% | 225M+196.4% | 75.9M-81.9% | 420M | |
| Common stock issued | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Common stock repurchased | 304M-1.2% | 307M+59.2% | 193M-66.3% | 573M-31.8% | 839M+182.6% | |
| Dividends paid | 168M+8.0% | 156M+2.4% | 152M+1.4% | 150M-4.7% | 158M+1.9% | |
| Other financing activities | — | — | — | — | 0.00 | |
| FX effect on cash | — | — | -5.80M+83.2% | -34.5M-46.8% | -23.5M-221.1% | |
| Net change in cash | 26.4M-85.4% | 180M+98.8% | 90.7M+117.5% | -518M-198.1% | -174M-148.1% | |
| Interest paid | 107M-0.2% | 107M+0.0% | 107M-1.1% | 109M-1.1% | 110M+6.0% | |
| Income taxes paid | 272M+114.5% | 127M-45.6% | 233M+82.4% | 128M-42.2% | 221M+124.5% | |
| Valuation Ratios | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| Market cap | 12.0B+10.5% | 10.8B+22.2% | 8.86B+34.1% | 6.61B-23.2% | 8.60B+9.0% | |
| P/E | 13.7×-3.7% | 14.2×-15.1% | 16.8×-16.3% | 20.1×+217.7% | 6.3×-64.7% | |
| P/S | 0.9×+2.4% | 0.9×+11.1% | 0.8×+25.6% | 0.7×-22.6% | 0.8×+2.7% | |
| P/B | 2.0×-3.9% | 2.1×+7.5% | 2.0×+22.4% | 1.6×+2.4% | 1.6×+18.7% | |
| P/FCF | 7.5×-23.1% | 9.7×-6.3% | 10.4×-39.5% | 17.2×+18.8% | 14.5×+123.9% | |
| Earnings yield | 7.3%+3.9% | 7.0%+17.8% | 6.0%+19.5% | 5.0%-68.5% | 15.8%+183.4% | |
| FCF yield | 13.4%+30.1% | 10.3%+6.7% | 9.6%+65.2% | 5.8%-15.8% | 6.9%-55.3% | |
| Dividend yield | 1.4%-1.9% | 1.4%-17.1% | 1.7%-23.6% | 2.2%+28.4% | 1.7%-8.8% | |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K |
About this data
Source: AIZ’s SEC filings (10-K / 10-Q). Annual columns are as-reported fiscal years; quarterly columns are as-reported fiscal quarters (Q4 derived as full-year minus the first three quarters where a company doesn’t file a standalone Q4); TTM (quarterly) rolls the trailing four quarters at every quarter end, TTM (yearly) samples that one year apart; balance-sheet rows show the period-end balance. Valuation ratios are sampled as of each period end. View all AIZ filings on SEC EDGAR → Not investment advice.
