Highest-materiality recent filing
Assurant annual meeting approves ALTEIP amendment, directors elected
All 10 director nominees elected; Elaine D. Rosen received 43.3M votes for, 929K against.
Assurant reports record Q1: Adj. EPS $5.95 (+76% YoY); raises FY outlook
Q1 GAAP net income of $274.1M ($5.41 diluted EPS) vs $146.6M ($2.83) in Q1 2025, up 87%.
Assurant reports Q4 and full year 2025 earnings with double-digit growth
Q4 GAAP net income $225.2M, up 12% YoY; diluted EPS $4.41, up 14%
Assurant appoints Lynn Blake to board, Debra Perry to retire at 2026 annual meeting
Lynn Blake appointed to Assurant board effective Jan 28, 2026; former EVP/CIO at State Street.
Assurant Q3 GAAP EPS $5.17, adj EPS $5.73; raises full-year outlook
GAAP net income $265.6M ($5.17 diluted EPS) vs $133.8M ($2.55) in Q3 2024, up 99%.
Assurant closes $300M offering of 5.55% Senior Notes due 2036; plans to redeem $175M 2026 notes
Issued $300M aggregate principal of 5.55% Senior Notes due 2036; net proceeds ~$296M
Assurant appoints Mike Campbell EVP COO, Ryan Lumsden President Global Housing
Mike Campbell, former President Global Housing, named EVP COO effective Sept 15, 2025; oversees Global Ops and IT.
Assurant Q2 adj EPS $5.10 (+25% YoY); raises FY outlook for ~10% adj EPS growth ex-cat
GAAP net income $235.3M ($4.56/diluted share), up 25% vs Q2'24; 6M net income $381.9M.
Assurant COO Francesca Luthi to step down Sept 15, 2025; equity awards modified
EVP and COO Francesca Luthi to step down Sept 15, 2025 for personal reasons; remains for transition support through Jan 4, 2026.
Assurant enters $500M five-year revolving credit facility, replacing prior facility
New $500M senior unsecured revolver expires June 2030; replaces Dec 2021 facility that was set to expire Dec 2026.
All 10 director nominees elected; ratification of PwC as auditor for 2025.
Assurant (AIZ) Q1 2025: housing strong, auto loss improvement; reaffirms 2025 outlook
Reaffirmed 2025 enterprise outlook for earnings growth.
CEO Keith Demmings highlights double-digit earnings and EPS growth for second consecutive year.
Assurant sells Miami campus for $126M; Q4 cat losses ~$50M pre-tax, better than prior view
Sale of Miami campus by subsidiary American Bankers Life to GPC Miami Business Park for $126M.
Assurant appoints Kevin Warren (ex-UPS) to board; two directors to depart in 2025
Kevin Warren appointed to Assurant board effective Jan 15, 2025; will serve on Compensation and Talent Committee.
Assurant raises 2024 outlook; sees low double-digit EBITDA growth, mid- to high-teens EPS ex-cat
Year-to-date double-digit earnings growth led by Global Housing outperformance and expense discipline.
Assurant expects ~$138M pre-tax catastrophe losses in Q3 2024, led by Hurricane Helene
Expects ~$138M pre-tax (~$109M after-tax) catastrophe losses for Q3 2024, primarily in Global Housing segment.
Assurant raises 2024 outlook; Q2 earnings strong with Global Housing growth
Q2 2024 earnings and EPS grew strongly; performance led by Global Housing segment.
Assurant expects Q2 2024 Global Housing catastrophe losses of ~$46M pre-tax
Approximately $46M pre-tax ($36M after-tax) in reportable catastrophe losses for Q2 2024.
Assurant shareholders elect all 11 directors, ratify auditor, approve say-on-pay
All 11 director nominees elected with 43.3M to 45.2M votes for; broker non-votes ~3.0M.
Assurant reports Q1 2024 results; press release excerpt lacks specific EPS/revenue numbers
No specific financial figures (EPS, revenue, etc.) were provided in the press release excerpt.
Assurant reports strong 2023 results, expects continued profitable growth in 2024
Seventh consecutive year of profitable growth; led by Global Housing.
Assurant directors Juan Cento and Robert Stein to retire at 2024 annual meeting
Juan Cento notified Board of retirement effective as of the 2024 annual meeting.
Assurant appoints Keith Meier CFO, Francesca Luthi COO; prior CFO Dziadzio departs
Keith Meier named EVP, CFO effective Nov 15, 2023; base salary $730k, target bonus 120%, one-time equity $1M (75% PSU, 25% RSU).
Assurant board authorizes $600M share repurchase and raises quarterly dividend 3%
Board authorized $600M additional share repurchase program, supplementing ~$174M remaining.
Assurant raises 2023 outlook; Q3 earnings strong on Global Housing and Lifestyle growth
Company raises 2023 outlook to mid- to high-teens adjusted EBITDA growth and adjusted EPS growth exceeding that, both excluding catastrophes.
Assurant sees Q3 catastrophe losses up to $50M pre-tax; Miami office sale uncertain
Less than $50M pre-tax catastrophe losses for Q3 2023; over half from Hurricane Idalia, remainder from Hawaii wildfires.
Assurant raises 2023 outlook to high single-digit growth; resumes share repurchases
2023 adjusted EBITDA and EPS outlook raised to high single-digit growth, excluding catastrophes.
Assurant places ~$1.3B in 2023 catastrophe reinsurance; retention $125M per event
U.S. program provides ~$1.28B loss coverage in excess of $125M retention (drops to $100M for 2nd/3rd event).
Assurant shareholders elect all 13 board nominees, ratify PwC as auditor at 2023 annual meeting
All 13 director nominees elected with votes for ranging from 44.7M to 46.8M; broker non-votes 3.05M.
Assurant Q1 2023: strong Global Housing, Lifestyle improves seq; reaffirms outlook
Strong performance in Global Housing and sequential improvement in Global Lifestyle for Q1 2023.
Assurant expects $50M pre-tax catastrophe losses in Q1 2023 from severe weather events
Global Housing segment expects ~$50M pre-tax ($39M after-tax) catastrophe losses in Q1 2023.
Assurant appoints Rajiv Basu to Board of Directors, effective March 13, 2023
Board expanded from 13 to 14 directors; appointment effective immediately.
Assurant closes $175M offering of 6.100% senior notes due 2026, redeems 2023 notes
Issued $175.0M aggregate principal of 6.100% Senior Notes due Feb 27, 2026; net proceeds ~$173.1M.
Global Lifestyle delivered high single-digit growth in 2022.
Pre-tax restructuring charges of $60M-$65M, with $51M-$56M in Q4 2022 and remainder in 2023.
Assurant director Montupet to retire; board amends by-laws on stockholder nominations
Jean-Paul L. Montupet resigns from Board effective at 2023 annual meeting per retirement policy.
Assurant Q3 GAAP net income $7.3M (-95% YoY); adjusted EBITDA $116M (-31%)
GAAP net income $7.3M, diluted EPS $0.14 vs $2.54 YoY.
Assurant Q3 GAAP net income $7M, down 95% YoY; revises 2022 outlook lower
GAAP net income $7M ($0.14 diluted EPS) vs $151M ($2.54) in Q3 2021.
Assurant Q2 net income down 72% YoY; revises 2022 adjusted EBITDA and EPS growth outlook lower
Q2 GAAP net income $52.2M ($0.95 diluted EPS) vs $187.1M ($3.05) a year ago.
Assurant finalizes 2022 cat reinsurance: $1.16B coverage, $80M retention per event
U.S. program provides $1.16B of coverage in excess of $80M retention per event; combined with FL fund up to ~$1.34B.
Assurant shareholders elect 12 directors, ratify auditor, approve say-on-pay at 2022 annual meeting
All 12 director nominees elected; Elaine D. Rosen received 47.98M votes for, most others >45.7M.
Assurant appoints Sari Granat to Board; brings technology and governance expertise
Board expanded from 12 to 13 members; Granat to serve on Nominating and Corporate Governance Committee.
GAAP net income $145.5M ($2.59 diluted EPS); adjusted EBITDA $299M (+16% YoY).
Assurant guides 8-10% adjusted EBITDA growth in 2022, $2.9B cash generation target through 2024
2022 outlook: adjusted EBITDA growth 8-10% (excl. reportable catastrophes); adjusted EPS growth 16-20%.
Assurant FY2021 net income up 18%; expects 8-10% adjusted EBITDA growth in 2022
GAAP net income $613.5M ($10.20/diluted share), up 18% and 24% YoY, respectively.
Assurant enters into new $500M senior unsecured revolving credit facility, replacing $450M facility
New $500M five-year senior unsecured revolving credit facility, expiring December 2026.
Assurant appoints Keith Demmings as CEO effective Jan 1, 2022; compensation increased
Keith Demmings, currently President, becomes CEO and a director effective Jan 1, 2022, while remaining President.
Assurant Q3 net income up 75% to $153.6M; CEO Colberg to retire, Demmings to succeed
GAAP net income $153.6M ($2.58 EPS) vs $88.0M ($1.38 EPS) YoY, up 75% and 87% respectively.
Assurant expects ~$99M pre-tax catastrophe losses in Q3 2021; Hurricane Ida accounts for $87M
Reportable catastrophes in Global Housing segment of about $99M pre-tax ($78M after-tax) for Q3 2021.
Paget L. Alves notified the Board of his resignation from the Board, effective as of January 15, 2025, given his new role as CEO of Sorenson.
Lawrence V. Jackson notified the Board of Directors (the “Board”) of Assurant, Inc. (the “Company”) of his retirement from the Board effective as of the date of the Company’s 2025 annual meeting of stockholders.
the Board appointed Kevin Warren to the Board and to the Compensation and Talent Committee of the Board, effective January 15, 2025, subject to customary regulatory approval.
the Board accepted Robert Stein’s resignation from the Board pursuant to the director retirement policy under the Company’s Corporate Governance Guidelines, effective as of the date of the Company’s 2024 annual meeting of stockholders.
Juan Cento notified the Board of Directors (the “Board”) of Assurant, Inc. (the “Company”) of his retirement from the Board effective as of the date of the Company’s 2024 annual meeting of stockholders.
the Company concurrently announced that Richard S. Dziadzio ceased serving as Executive Vice President, Chief Financial Officer, effective immediately, and will depart from the Company on March 18, 2024
Keith R. Meier to serve as Executive Vice President, Chief Financial Officer
and Francesca L. Luthi to serve as Executive Vice President, Chief Operating Officer
On March 13, 2023, the Board of Directors (the “Board”) of Assurant, Inc. (the “Company”) increased the number of directors constituting the Board from thirteen to fourteen and appointed Rajiv Basu to the Board and to the Audit Committee of the Board, effective immediately.
On November 10, 2022, the Board of Directors (the “Board”) of Assurant, Inc. (the “Company”) accepted Jean-Paul L. Montupet’s resignation from the Board, effective upon the completion of his current term as of the date of the Company’s 2023 annual meeting of stockholders.
On May 12, 2022, the Board of Directors (the “Board”) of Assurant, Inc. (the “Company”) increased the number of directors constituting the Board from twelve to thirteen and appointed Sari Granat to the Board and to the Nominating and Corporate Governance Committee of the Board, effective immediately.
Keith W. Demmings, the President of the Company, will become Chief Executive Officer and a director of the Company (in addition to continuing to serve as President of the Company), effective January 1, 2022.
Max materiality 0.90 · Median 0.60 · Most common event earnings