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Assurant AIZ Equity Method Investments

Equity Method Investments at other companies

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S&P GlobalSPGI
$613M-66.8%

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:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The source filing: Assurant’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:18 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001267238-26-000041
Line itemJune 30, 2026December 31, 2025
Initial cost$84.9$82.5
Cumulative upward adjustments56.155.6
Cumulative downward adjustments (including impairments)(22.8)(22.8)
Carrying value$118.2$115.3

Cover / Front Matter

FAQ

What is Assurant's equity method investments?
Assurant (AIZ) reported equity method investments of $118.2M in Q2 2026.
How has Assurant's equity method investments changed year-over-year?
Assurant's equity method investments increased by 6.6% year-over-year, from $110.9M to $118.2M.
What is the long-term trend for Assurant's equity method investments?
Over 4 years (2021 to 2025), Assurant's equity method investments has grown at a 3.2% compound annual growth rate (CAGR), from $101.7M to $115.3M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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