NYSE: AIZ - Assurant

Доходность за полгода: +26.07%
Сектор: Financials

График акции Assurant


О компании

Assurant, Inc. — глобальный поставщик продуктов и услуг по управлению рисками со штаб-квартирой в Нью-Йорке. Его предприятия предоставляют разнообразный набор специализированных страховых продуктов нишевого рынка в секторах недвижимости, несчастных случаев, расширенной защиты устройств и страхования потребностей.


EBITDA 0.6761
EV/EBITDA 12.46
IPO date 2004-02-05
ISIN US04621X1081
Industry Insurance
P/BV 1.46
P/E 21.66
P/S 0.8227
Sector Financials
Валюта usd
Валюта отчета usd
Выручка 10.07
Див.доход ао 1.99
Дивиденд ао 2.8
Сайт http://www.assurant.com
Цена ао 163.8
Число акций ао 0.05378 млрд
Изменение цены за день: +0.3285% (213.12)
Изменение цены за неделю: -1.43% (216.93)
Изменение цены за месяц: -3.51% (221.6)
Изменение цены за 3 месяца: +10.32% (193.82)
Изменение цены за полгода: +26.07% (169.6)
Изменение цены за год: +27.73% (167.4)
Изменение цены за 3 года: +39.47% (153.31)
Изменение цены за 5 лет: +81.45% (117.84)
Изменение цены за 10 лет: +149.09% (85.84)
Изменение цены с начала года: +28.52% (166.37)

Недооценка

Название Значение Оценка
P/S 0.8018 9
P/BV 1.86 8
P/E 13.89 8
EV/EBITDA 14.6 7
Итого: 8.63

Эффективность

Название Значение Оценка
ROA, % 1.91 1
ROE, % 13.36 4
Итого: 2

Дивиденды

Название Значение Оценка
Div yield, % 1.52 3.8
DSI 1 10
Итого: 5.84

Долг

Название Значение Оценка
Debt/EBITDA 3.24 4
Итого: 6.2

Импульс роста

Название Значение Оценка
Доходность Revenue, % 10.54 2
Доходность Ebitda, % 42.65 6
Доходность EPS, % 94.56 9
Итого: 5

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
0.49% 0.8 III кв. 2024 06.12.2024 09.12.2024 24.12.2024
0.44% 0.72 II кв. 2024 30.08.2024 03.09.2024 18.09.2024
0.41% 0.72 I кв. 2024 07.06.2024 10.06.2024 25.06.2024
0.41% 0.72 IV кв. 2023 31.01.2024 02.02.2024 19.02.2024
0.49% 0.7 II кв. 2023 23.08.2023 25.08.2023 11.09.2023
0.56% 0.7 I кв. 2023 24.05.2023 26.05.2023 12.06.2023
0.52% 0.7 IV кв. 2022 22.02.2023 24.02.2023 13.03.2023
0.55% 0.7 III кв. 2022 23.11.2022 25.11.2022 12.12.2022
0.41% 0.68 II кв. 2022 24.08.2022 26.08.2022 12.09.2022
0.4% 0.68 IV кв. 2021 23.02.2022 25.02.2022 14.03.2022
0.43% 0.68 III кв. 2021 24.11.2021 26.11.2021 13.12.2021
0.41% 0.66 II кв. 2021 25.08.2021 27.08.2021 13.09.2021
0.42% 0.66 IV кв. 2020 17.02.2021 19.02.2021 08.03.2021

Дата сделки Дата раскрытия Инсайдер Тип Цена Объем Количество Доля до, % Доля после, % Документ
29.03.2022 30.03.2022 Luthi Francesca
EVP, CAO
Продажа 181.81 727 240 4000 0 -0.01 cсылка

Институционалы Объем Доля, %
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FMR, LLC 1885781 3.63
Massachusetts Financial Services Co. 1457630 2.8
Geode Capital Management, LLC 1311565 2.52
Price (T.Rowe) Associates Inc 1031255 1.98
Invesco Ltd. 983421 1.89

ETF Доля, % Доходность за год, % Дивиденды, %
Reverse Cap Weighted U.S. Large Cap ETF 0.63 72.25 1.54
Invesco S&P 500® Equal Weight Financials ETF 1.54 -5.7662002281028 2.35
iShares MSCI Global Min Vol Factor ETF 0.11311 15.307048502571 2.34992
First Trust Active Factor Large Cap ETF 0.14904 35.695238095238 1.67411
First Trust Active Factor Mid Cap ETF 0.37103 39.147857376513 1.88793
Avantis U.S. Large Cap Value ETF 0.00897 27.847633136095 2.05311
Avantis Responsible U.S. Equity ETF 0.05751 26.778312788906 1.45257
Avantis U.S. Equity ETF 0.05034 30.338089728757 1.59151
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.26649 32.193834773128 1.42082
Vanguard Intermediate-Term Bond ETF 0.01 1.6430670585092 3.45
BNY Mellon US Mid Cap Core Equity ETF 0.29645 30.412321007464 1.5641
Vanguard Long-Term Bond ETF 0.01 -0.44388958246637 4.89
Vanguard Short-Term Bond ETF 0.01 1.5586116568435 3.02
AGF U.S. Market Neutral Anti-Beta Fund 0.417 -5.0245098039216 2.03993
Global X S&P 500 Catholic Values Custom ETF 0.04304 30.18227305218 1.82969
iShares MSCI ACWI Low Carbon Target ETF 0.00674 24.634051907177 2.05381
Proshares Large Cap Core Plus 0.31298 29.052511415525 1.66486
Invesco Zacks Mid-Cap ETF 0.68774 27.939561004241 1.99956
Xtrackers Russell US Multifactor ETF 0.12613 31.566701317102 1.63409
Dimensional U.S. Core Equity 2 ETF 0.04303 30.755198832543 1.47098
Dimensional U.S. Targeted Value ETF 0.05537 26.007247921552 1.93487
Dimensional US Core Equity Market ETF 0.02314 30.983243755928 1.40618
Dimensional U.S. Equity ETF 0.01832 31.530984204131 1.3557
Dimensional US Marketwide Value ETF 0.08266 24.87762741146 2.11042
iShares Core Dividend Growth ETF 0.03759 24.441878367975 2.42719
iShares Core Dividend ETF 0.03853 30.616875986908 3.10166
WisdomTree U.S. MidCap Dividend Fund 0.34611 27.936434822662 2.93788
SPDR S&P 500 ESG ETF 0.02925 30.462717691484 1.46919
Invesco Russell 1000 Equal Weight ETF 0.06929 24.189418774377 2.1901
Vanguard ESG U.S. Stock ETF 0.02 32.395678092399 1.26927
iShares ESG MSCI USA Min Vol Factor ETF 0.16859 22.953165654814 1.82337
iShares MSCI USA Equal Weighted ETF 0.17883 27.495824232301 1.80633
First Trust Multi Cap Value AlphaDEX Fund 0.09743 23.016284603201 2.52798
Fidelity Low Volatility Factor ETF 0.54635 19.930875576037 1.70252
Franklin Systematic Style Premia ETF 0.06686 6.8729281767956 2.05576
Schwab Fundamental U.S. Broad Market Index ETF 0.02563 -57.771210013908 2.19075
Schwab Fundamental U.S. Large Company ETF 0.02788 27.149842839951 2.21151
First Trust Mid Cap Value AlphaDEX Fund 0.32227 24.955555555556 2.35816
First Trust Mid Cap Core AlphaDEX Fund 0.24003 30.919563875746 1.65423
Fidelity Small-Mid Multifactor ETF 0.25561 32.307692307692 1.59943
First Trust Long/Short Equity ETF 0.20407 18.34829443447 1.96644
First Trust Financials AlphaDEX Fund 0.66332 44.360166381209 2.58773
Gotham Enhanced 500 ETF 0.00567 30.115508276108 1.55253
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0192 32.996534978682 1.42661
Gotham 1000 Value ETF 0.51231 23.36430412998 1.90434
Humankind US Stock ETF 0.11376 18.809430395549 1.99919
iShares U.S. Insurance ETF 1.22409 33.236876840288 1.78994
iShares Morningstar Small-Cap ETF 0.21812 30.095066471445 1.60498
iShares Morningstar Small Cap Value ETF 0.44163 26.701717953559 2.50476
Invesco RAFI Strategic US ETF 0.05343 24.709864603482 1.96287
iShares Russell 1000 Value ETF 0.04057 25.937401201391 2.15361
iShares Russell Midcap ETF 0.08674 29.941504557203 1.71565
iShares Russell Mid-Cap Value ETF 0.11411 27.343679099737 2.03934
iShares Russell 3000 ETF 0.01813 30.952834139099 1.43482
iShares Global Financials ETF 0.08916 32.873989664767 3.18552
iShares Dow Jones U.S. ETF 0.01923 31.013845466726 1.41797
John Hancock Multifactor Large Cap ETF 0.03812 28.849213363974 1.59539
John Hancock Multifactor Mid Cap ETF 0.17544 30.120481927711 1.52586
iShares Morningstar Small-Cap ETF 0.21812 391.25300933451 1.60498
iShares Morningstar Small-Cap Value ETF 0.44163 213.164717614 2.50476
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.03066 32.307522423251 1.46271
Invesco KBW Property & Casualty Insurance ETF 4.15221 32.669827966476 1.64396
SPDR S&P Insurance ETF 2.08662 36.527746824159 1.54292
Xtrackers MSCI Kokusai Equity ETF 0.01745 26.333488794521 1.971
SPDR SSGA US Large Cap Low Volatility Index ETF 0.36759 23.971177504394 2.13444
FlexShares Credit-Scored US Long Corporate Bond Index Fund 0.18 4.938970211106 5.18
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.07186 30.615850580515 2.01786
SPDR S&P 1500 Momentum Tilt ETF 0.02066 38.251249368151 1.12176
Nuveen ESG Dividend ETF 0.19864 26.022025696646 2.95887
Nuveen ESG Mid-Cap Value ETF 1.44454 31.475748194014 2.22266
SPDR MSCI ACWI Climate Paris Aligned ETF 0.07618 25.31561461794 1.86415
SPDR Russell 1000 Momentum Focus ETF 0.08751 27.709048313845 1.54958
SPDR Russell 1000 Low Volatility Focus ETF 0.16413 22.525869411573 1.95844
Invesco S&P 500 BuyWrite ETF 0.02204 8.3522287228583 1.43995
Invesco MSCI USA ETF 0.01985 31.983307709203 1.43215
Invesco Dividend Achievers™ ETF 0.04373 25.258450109653 2.15034
Invesco S&P 500® Downside Hedged ETF 0.01153 15.955770978491 1.44362
Invesco FTSE RAFI US 1000 ETF 0.03878 26.838671411625 2.3733
Pacer Trendpilot US Large Cap ETF 0.02202 29.973544156063 1.44165
Principal Value ETF 0.72753 26.651818856719 2.47282
FlexShares Quality Dividend Defensive Index Fund 0.52411 27.40017968701 2.508
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.0188 22.588674548849 1.44158
FlexShares US Quality Low Volatility Index Fund 0.75933 24.015538819563 1.89656
SPDR MSCI World StrategicFactors ETF 0.07131 21.440646130729 2.3827
Columbia Research Enhanced Core ETF 0.0544 33.583489681051 1.60295
Columbia Research Enhanced Value ETF 0.09737 28.015923103063 2.60097
First Trust Mid Cap US Equity Select ETF 1.08085 12.981455064194 1.42674
Hartford Multifactor US Equity ETF 0.08088 28.958733205374 1.92094
Invesco S&P 500® Pure Value ETF 0.62343 24.230031948882 2.70887
Invesco S&P 500® Equal Weight ETF 0.21622 24.723517654897 1.93354
Invesco ESG S&P 500 Equal Weight ETF 0.59033 25.123595505618 2.08397
Invesco S&P 500 Revenue ETF 0.07331 26.317070203188 2.08195
Schwab U.S. Broad Market ETF 0.01835 31.504006586479 1.43354
Schwab 1-5 Year Corporate Bond ETF 0.02 -48.420720151611 3.48
Schwab 1000 Index ETF 0.01915 31.534799365223 1.42441
Schwab US Mid-Cap ETF 0.23513 27.692451372439 1.59098
Schwab U.S. Large-Cap Value ETF 0.04293 25.391849529781 2.38078
Schwab U.S. Large-Cap ETF 0.01967 31.742508324084 1.42733
Schwab U.S. Aggregate Bond ETF 0 1.1800699300699 3.65
SoFi Next 500 ETF 0.27094 29.558208955224 1.43041
SPDR MSCI USA Gender Diversity ETF 0.04121 31.203713938322 1.66855
FlexShares Credit-Scored US Corporate Bond Index Fund 0.04 3.502399403044 4.56
iShares Russell 2500 ETF 0.15967 32.983216025988 1.58987
Xtrackers S&P 500 ESG ETF 0.03493 29.924062648315 1.4688
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.01945 30.354281645006 1.46083
Direxion Daily S&P 500 Bull 2x Shares 0.01861 63.208342110807 1.4399
Invesco S&P 500 Value with Momentum ETF 1.26987 26.648630019667 2.35402
Invesco S&P 500® Enhanced Value ETF 0.21839 27.554857709382 2.81942
Direxion Daily S&P 500 Bull 3X Shares 0.02235 93.552885646857 1.45226
ProShares S&P 500 Ex-Technology ETF 0.03025 26.581047476121 1.82312
ProShares S&P 500 Ex-Health Care ETF 0.02456 -32.287170288914 1.40888
Syntax Stratified LargeCap ETF 0.28376 21.129804445378 1.99305
iShares ESG MSCI USA Leaders ETF 0.03814 30.352970114377 1.38463
FlexShares Morningstar US Market Factor Tilt Index Fund 0.12419 29.893496435497 1.69572
iShares MSCI Kokusai ETF 0.01524 25.89122322104 1.97357
ProShares UltraPro S&P500 0.0112 93.512851897185 1.43997
WisdomTree US Multifactor Fund 0.34989 32.541778378051 1.5745
iShares MSCI USA Min Vol Factor ETF 0.28397 22.622779519331 1.75872
Xtrackers MSCI USA ESG Leaders Equity ETF 0.04169 29.932131991575 1.38205
VictoryShares US Small Mid Cap Value Momentum ETF 0.53559 36.185892615431 1.97666
iShares ESG Advanced MSCI USA ETF 0.05095 39.78324859513 1.23301
American Century U.S. Quality Value ETF 0.08682 26.790131072318 1.8806
Cambria Value & Momentum ETF 0.7093 19.621096725057 1.4628
Vanguard Small Cap Value ETF 0.3 28.230850938275 2.19419
Vanguard Intermediate-Term Corporate Bond ETF 0.02 2.9882738620603 4.17
Vanguard U.S. Momentum Factor ETF 0.18 45.845704753962 1.05834
Vanguard Dividend Appreciation ETF 0.06 23.546159437848 1.84135
SPDR S&P 1500 Value Tilt ETF 0.03905 27.14840508514 2.3833
Vanguard Russell 1000 ETF 0.02 31.042915368017 1.43539
Vanguard Russell 1000 Value ETF 0.04 25.936599423631 2.15186
Vanguard S&P 500 Value ETF 0.05 23.316964008205 2.28265
VictoryShares Dividend Accelerator ETF 1.04471 19.383930510315 2.73415
Vanguard Russell 3000 ETF 0.02 31.87314172448 1.43817
WisdomTree U.S. Value Fund 0.42291 34.186156019463 1.98112
iShares ESG Screened S&P 500 ETF 0.02299 32.721528076978 1.30173
Global X S&P 500 Covered Call & Growth ETF 0.02044 20.971154550113 1.43973
iShares MSCI ACWI ETF 0.01186 -19.679618719799 2.10908
Columbia U.S. ESG Equity Income ETF 0.01783 -99.180880631677 1.44131
iShares Genomics Immunology and Healthcare ETF 0.01976 -70.077014218009 1.54385
Matthews Asia Innovators Active ETF 0.18355 -99.35570089383 2.43546



Руководитель Должность Оплата Год рождения
Mr. Keith Warner Demmings President, CEO & Director 2.45M 1973 (51 год)
Mr. Vadim Lipovetsky Chief Investment Officer N/A
Mr. Dimitry DiRienzo Senior VP, Chief Accounting Officer & Controller N/A 1977 (47 лет)
Mr. Joseph A. Surber III Chief Technology Officer N/A
Mr. Keith Roland Meier Executive VP & CFO 1.23M 1970 (54 года)
Ms. Francesca L. Luthi Executive VP & COO 1.09M 1976 (48 лет)
Mr. Robert A. Lonergan Executive VP and Chief Marketing & Risk Officer 1.03M 1977 (47 лет)
Mr. Sean Moshier Vice President of Investor Relations N/A
Mr. Jay E. Rosenblum Executive VP & Chief Legal Officer N/A 1967 (57 лет)
Mr. Michael P. Campbell Executive VP & President of Global Housing 1968 (56 лет)

Адрес: United States, New York, NY , 55 Broadway - открыть в Google картах, открыть Яндекс картах
Сайт: http://www.assurant.com