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Assurant AIZ Financial Service — Prior years

Other product segments

Lender-placed Insurance
-$16.7M+50.1%
Connected Living
-$9.6M-167%
Other Product and Services
-$7.3M-417%
Extended Service Contracts
-$5.5M-175%
Global Automotive
-$5M
Sharing Economy Insurance Product
$3M-75.6%
Credit and Other Insurance
-$2.7M-286%
Mobile Contracts
-$1.4M-55.6%
Small Commercial Insurance
$0-100%

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ACGLCasualty — Prior years
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ALLAuto — Prior years
-$648M-50.3%
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ALLHomeowners — Prior years
$66M+120%
Globe Life logo
GLHealth premium — Prior years
-$3.37M-157%
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ALLCommercial lines — Prior years
-$11M-222%
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ALLSpecialty lines — Prior years
-$19M-163%

Other financials

Income statement

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Revenue$3.5B+9.4%
Net income$298.6M+26.9%
EPS (diluted)$5.95+30.5%

Balance sheet

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Cash & equivalents$1.7B+14.3%
Total debt$73.9M+18.4%
Total equity$6.1B+10.9%
Total assets$36.1B+1.6%

Cash flow

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Operating cash flow$454.4M+71.1%
CapEx$45.2M-24.5%
Free cash flow$409.2M+99.0%

Valuation

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Market cap$14.94B+40.3%
P/E14.1×-0.8×
P/S1.1×+0.2×

Profitability

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Net margin7.9%+2.1pp
FCF margin12.3%+4.4pp

Returns & leverage

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Return on equity18.3%+4.7pp
Debt / equity0.0×

Where this comes from

Reported directly by Assurant in its filing.

Tagged under the XBRL concept us-gaap:SupplementalInformationForPropertyCasualtyInsuranceUnderwritersPriorYearClaimsAndClaimsAdjustmentExpense.

The source filing: Assurant’s 10-K, filed February 19, 2026.

Filed
Feb 19, 2026, 4:19 PM EST
Fiscal year
FY2025
Accession
0001267238-26-000010

For the years ended December 31, 2025, 2024 and 2023, non-core operations contributed net unfavorable loss development of $3.0 million, $13.6 million, and $40.1 million, including $0.0 million, $1.3 million and $(0.5) million from small commercial and $3.0 million, $12.3 million and $40.6 million from sharing economy products, respectively. The Company stopped writing new small commercial business in 2019 and the claims are in runoff. In 2023, the Company entered into a retroactive reinsurance treaty to cover certain known losses and adverse development up to a $50.0 million aggregate limit, relating to the small commercial business. For the year ended December 31, 2025, the net unfavorable development was primarily attributable to sharing economy due to the deterioration in the anticipated portion and amount of claims exceeding the per policy deductible. For the year ended December 31, 2024, the net unfavorable development in sharing economy was attributable to reserve increases related to higher settlement values, primarily for accident years 2019 and 2020. For the year ended December 31, 2023, the net unfavorable development from sharing economy was driven by emerging adverse claim development trends on known claims as well as reserve assumption revisions to reflect relevant industry benchmarks.

Item 16. Form 10-K Summary

FAQ

What is Assurant's financial service — prior years?
Assurant (AIZ) reported financial service — prior years of -$400K in Q4 2025.
How has Assurant's financial service — prior years changed year-over-year?
Assurant's financial service — prior years increased by 83.8% year-over-year, from -$2.48M to -$400K.
What is the long-term trend for Assurant's financial service — prior years?
Over 2 years (2023 to 2025), Assurant's financial service — prior years has grown at a -67.0% compound annual growth rate (CAGR), from -$14.7M to -$1.6M.
What does financial service — prior years mean?
This metric represents the net change in estimated losses and loss adjustment expenses for claims occurring in previous reporting periods. It reflects the impact of favorable or unfavorable development in reserves established for insurance claims that were not fully settled at the end of prior fiscal years. Adjustments here indicate the accuracy of initial actuarial assumptions regarding claim frequency and severity for the company's financial service products.

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