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| Date | Value |
|---|---|
| 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% |