IAK: U.S. Insurance Stocks May Be Breaking Out, Here's How High IAK Could Go

iShares U.S. Insurance ETF remains a buy, despite underperforming the S&P 500 and recent cooling in insurance stocks. IAK's valuation is attractive, with a low P/E ratio and PEG near one, and technicals suggest a potential breakout above $135. Fundamental headwinds include softening insurance premiums and sector concentration risk, but limited recent natural disasters support lower payouts.

Seeking Alpha • Nov 28, 2025

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

Designed to provide broad exposure to the Financials - Insurance segment of the equity market, the iShares U.S. Insurance ETF (IAK) is a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Nov 17, 2025

2025 U.S. P&C Insurance Market Report Projects Stability Amid Broader Volatility

After the industry's combined ratio improved by 5.1 percentage points in 2024 to an 11-year low of 96.5% due in large part to a spectacular fourth quarter for the personal lines, our outlook for 2025 and 2026 contemplates narrower profit margins. A decidedly more favorable operating environment in the private auto business, which accounted for 33.6% of US P&C industry direct premiums written in 2024, will have negative implications for top-line growth in 2025 and 2026 in particular, as some carriers have begun to lower rates.

Seeking Alpha • Aug 23, 2025

IAK: Insurers Offer Attractive Returns After Recent Underperformance

The iShares U.S. Insurance ETF allocates its assets primarily to Property & Casualty insurance stocks. Southern California wildfires have likely contributed to IAK underperforming U.S. financials so far this year, in line with trends observed during past natural disasters. Weak price gains have resulted in IAK holdings trading at only 12x their trailing earnings, a 33% discount to U.S. financials ex-insurance.

Seeking Alpha • Aug 4, 2025

IAK: Bullish Trifecta Of Valuation, Momentum, And Technical

I reiterate my buy rating on iShares U.S. Insurance ETF, citing strong momentum, compelling valuation, and favorable technicals as we approach mid-2025. Insurance stocks have outperformed the S&P 500 and financial sector, with IAK up 7.2% YTD and delivering solid risk-adjusted returns. The Fund offers value-leaning exposure, a high long-term earnings growth rate, and a record-high 2024 dividend payout, despite portfolio concentration risks.

Seeking Alpha • May 19, 2025

Diagnosing the Market on Health Day: 6 ETFs Looking Healthy

Following the worst week since the start of the pandemic, let's examine the health of the U.S. stock market on World Health Day.

Zacks Investment Research • Apr 7, 2025

Fearing Trade War? Hide Under These 2 Sector ETFs Instead of Small Caps

Small-cap ETFs are not a great place to seek refuge amid trade war tensions. Instead, insurance and utilities could be a great place to be invested, per some strategists.

Zacks Investment Research • Mar 5, 2025

IAK: A Defensive ETF Buy

The iShares U.S. Insurance ETF (IAK) offers exposure to U.S. insurance companies. IAK charges an expense ratio of 0.39% and has underperformed the broader market but with significantly less risk due to the insurance sector's stability. Unlike high-valuation defensive sectors like Utilities and Consumer Staples, the insurance sector trades at a substantial discount despite similar growth prospects.

Seeking Alpha • Mar 4, 2025

Insurtechs Shine On Wall Street In 2024 As Managed Care Struggles

Insurance technology companies were some of the best performing US insurers on Wall Street over the course of 2024, while the managed care sector had a less resilient year. Root Inc., Clover Health Investments Corp., Hippo Holdings Inc. and Lemonade Inc. were the top four performers for insurers with a market cap greater than $300 million for the year.

Seeking Alpha • Dec 24, 2024

IAK: Trumpflation Keeps Reserve Portfolio Returns Higher

The iShares U.S. Insurance ETF benefits from Trumpflation and banking deregulation, boosting short-term fixed-income returns on reserve portfolios. IAK's 18x PE ratio is reasonable compared to the broader U.S. market's 30x. IAK's multiple is driven primarily by a high-growth pick to which it is heavily indexed. On the increment, insurance looks to be a good area to stay invested within given the macro setup. But if rates fall more, the multiple may not be sustainable.

Seeking Alpha • Dec 4, 2024