Assurant (AIZ) Tax Rate (2009 - 2026)

Assurant (AIZ) recorded quarterly Tax Rate of 18.33% in Q1 2026, down 10.89% quarter-over-quarter from 20.56% in Q4 2025, and down 187.0% on a YoY basis from 21.06% in Q1 2025.

Assurant (AIZ) Tax Rate (2009 - 2026) Analysis & Trends

Assurant's Tax Rate history runs 18 years deep, the most recent figure standing at 18.33% for Q1 2026.

  • In Q1 2026, Tax Rate fell 187.0% year-over-year to 18.33%; the TTM figure through Mar 2026 stood at 19.29% (up 124.0% YoY), while the FY2025 annual figure was 19.74%, up 172.0% from the prior year.
  • Tax Rate was 18.33% for Q1 2026 at Assurant, down from 20.56% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 29.28% in Q4 2022 to a low of 11.68% in Q3 2024.
  • Historically, Tax Rate has averaged 19.6% across 5 years, with a median of 19.46% in 2023.
  • The sharpest annual moves came in 2023 and 2025: Tax Rate plunged 982 bps in 2023, then surged 812 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 29.28% in 2022, then plunged by 34 bps to 19.46% in 2023, then increased by 0 bps to 19.48% in 2024, then grew by 6 bps to 20.56% in 2025, then retreated by 11 bps to 18.33% in 2026.
  • The last three Tax Rate figures came in at 18.33% (Q1 2026), 20.56% (Q4 2025), and 19.81% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 21.58%
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 20.98%
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 19.25%
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 20.91%
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 16.32%
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 15.95%
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 24.30%
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 23.54%
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 18.33%
10 Cna Financial 11.84 Bn 4.05 Bn 2.33 Bn 20.97%

Historic Data

Download Data
DateValue
Mar 31, 2026 18.33%
Mar 31, 2026 18.33%
Dec 31, 2025 20.56%
Dec 31, 2025 20.56%
Sep 30, 2025 19.81%
Sep 30, 2025 19.81%
Jun 30, 2025 18.58%
Jun 30, 2025 18.58%
Mar 31, 2025 20.20%
Mar 31, 2025 20.20%
Dec 31, 2024 19.48%
Dec 31, 2024 19.48%
Sep 30, 2024 11.68%
Sep 30, 2024 11.68%
Jun 30, 2024 18.98%
Jun 30, 2024 18.98%
Mar 31, 2024 19.29%
Mar 31, 2024 19.29%
Dec 31, 2023 19.46%
Dec 31, 2023 19.46%