Schonfeld Strategic Advisors 13F: Adds $1.6M to AIZ Stake

Schonfeld Strategic Advisors Expands Holdings in Assurant

Schonfeld Strategic Advisors increased its investment in Assurant, Inc. (NYSE: AIZ) by purchasing an extra 6,054 shares during the period. The trade grew the quantitative firm's stake by 8.45% compared to the prior filing period. This left the fund holding a total of 77,616 shares of the insurer. Based on the market value at the time, the holding was worth approximately $20.86 million. Institutional filings like this Form 13F look backward at portfolio snapshots from the close of the reporting window and may not represent the fund's exact share count today.

Position Details and Share Movement

Before this adjustment, Schonfeld held 71,562 shares of Assurant. The addition of 6,054 shares pushed the investment value higher, reflecting a calculated expansion in the financial services sector. Because Form 13F reports only show end-of-quarter positions, investors often study these filings to track how major multi-manager funds adjust their allocations over time.

Assurant Stock Performance and Valuation

Assurant shares trade on the New York Stock Exchange, moving within a 52-week band defined by a low of $206.03 and a high of $303.94. The company carries a price-to-earnings ratio of 13.28 and a forward P/E ratio of 11.84. These valuation metrics place the stock in a moderate valuation tier relative to its past earnings. The company's 50-day moving average sits at $282.09, while its 200-day moving average rests at $248.63.

Recent Earnings and Financial Health

Assurant generated $13.46 billion in revenue with a revenue growth rate of 9.4% over the measured timeframe. The insurer posted earnings of $20.89 per share, backed by a net margin of 7.9% and a return on equity of 18.34%. The company's next quarterly financial report is scheduled for release on November 3, 2026.

Dividend Metrics

Assurant pays an annual dividend rate of $3.52 per share, which translates to a dividend yield of 1.25%. The company maintains a conservative dividend payout ratio of 16.47%, leaving a large share of earnings available for reinvestment or corporate growth.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the insurer through the summer and fall of 2026. On October 6, 2026, Morgan Stanley maintained its Overweight rating while adjusting its price target to $300.00. Earlier, on August 28, 2026, BMO Capital kept an Outperform rating with a $320.00 target. UBS reiterated a Buy rating at a $331.00 target on August 13, 2026. Keefe, Bruyette & Woods maintained an Outperform rating on August 7, 2026, setting a $325.00 target. Piper Sandler held an Overweight rating with a $329.00 target on August 6, 2026. Truist Securities also maintained a Buy rating on August 6, 2026, with a $355.00 target. Overall, the stock holds a consensus strong buy rating backed by six analyst opinions and a mean price target of $330.00.

About Assurant, Inc.

Headquartered in Atlanta, Georgia, Assurant operates as a global provider of risk management and protection services. The company focuses on specialized insurance products and connected device solutions across North America, Latin America, Europe, and the Asia Pacific region. It serves customers through two primary operating segments: Global Lifestyle, which handles mobile devices and extended service contracts, and Global Housing, which provides lender-placed homeowners and flood insurance.

What to Watch at Assurant, Inc.

Market participants will monitor upcoming regulatory filings to see if Schonfeld continues adjusting its position in the insurer. Attention will also turn to the company's next earnings report on November 3, 2026, for updated financial results.