Assurant (AIZ) Tax Rate (2009 - 2026)
Assurant (AIZ) recorded Tax Rate of 20.77% in Q2 2026, up 2.19 percentage points from 18.58% a year earlier and up 2.45 percentage points from the prior quarter.
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Analysis
Assurant (AIZ) Tax Rate (2009 - 2026) Analysis & Trends
On a TTM basis, Assurant's Tax Rate came in at 19.87% as of Jun 30, 2026, up 1.89 percentage points year-over-year; for FY2025, it was 19.74%, up 1.72 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +9.59 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 18.02% in FY2024 (-2.34 pp), 20.36% in FY2023 (-0.58 pp), 20.95% in FY2022 (-0.88 pp) and 21.83% in FY2021 (+11.68 pp).
- The Q2 2026 figure is the highest quarterly Tax Rate since Q2 2023.
- On a year-over-year basis, Tax Rate rose in five of the last eight quarters, with an average year-over-year change of +0.60 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 8.12 percentage points in Q3 2025, against a drop of 9.82 percentage points in Q4 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 18.33% (Q1 2026), 20.56% (Q4 2025) and 19.81% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,082.55 Bn | -334.93 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 128.03 Bn | 80.09 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 122.38 Bn | 98.22 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.46 Bn | 73.20 Bn | - | 24.15% |
| 5 | Travelers Companies | 75.77 Bn | 52.02 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 73.91 Bn | 75.11 Bn | - | - |
| 7 | Metlife | 60.71 Bn | -45.77 Bn | 7.82 Bn | 24.73% |
| 8 | Aon | 58.53 Bn | 51.77 Bn | - | 21.96% |
| 9 | Arthur J. Gallagher | 58.38 Bn | 52.82 Bn | - | 21.74% |
| 10 | Assurant | 13.02 Bn | 4.79 Bn | 2.71 Bn | 20.77% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.77% |
| Mar 31, 2026 | 18.33% |
| Dec 31, 2025 | 20.56% |
| Sep 30, 2025 | 19.81% |
| Jun 30, 2025 | 18.58% |
| Mar 31, 2025 | 20.20% |
| Dec 31, 2024 | 19.48% |
| Sep 30, 2024 | 11.68% |
| Jun 30, 2024 | 18.98% |
| Mar 31, 2024 | 19.29% |
| Dec 31, 2023 | 19.46% |
| Sep 30, 2023 | 16.91% |
| Jun 30, 2023 | 23.49% |
| Mar 31, 2023 | 22.77% |
| Dec 31, 2022 | 29.28% |
| Sep 30, 2022 | 14.12% |
| Jun 30, 2022 | 25.32% |
| Mar 31, 2022 | 14.95% |
| Dec 31, 2021 | 21.82% |
| Sep 30, 2021 | 19.77% |
API Access
Assurant Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=AIZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "AIZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=AIZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();