ASSURED GUARANTY LTD
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No SEC Form 4 filings for $AGO in the last 30 days.
See all $AGO insider activity →Assured Guaranty (AGO) CEO Dominic Frederico gifted 23,331 shares on 2026-08-20. He directly holds 1,275,219 shares post-transaction, with additional indirect holdings. The gift was not part of a Rule 10b5-1 trading plan. His direct holdings include 275 shares acquired through the company's Employee Stock Purchase Plan.
Assured Guaranty (NYSE:AGO) reported record first-half 2026 metrics, including higher shareholders’ equity and adjusted book value per share. New business production rose to $152 million PVP from $103 million a year earlier. Q2 adjusted operating income increased 22% to $55 million as loss expenses fell. AGO repurchased 554,000 shares for $45 million and paid $17 million in dividends. Risks include Brightline and Thames Water exposures.
Assured Guaranty (AGO) reported Q2 2026 adjusted operating income of $55 million, or $1.23 per share, up 22% from Q2 2025. Net income was $39 million, or $0.88 per share, versus $103 million, or $2.08, a year earlier. Adjusted book value per share was $189.72 at June 30, 2026. The company also noted $19 million CLO equity mark-to-market losses and $45 million in Q2 share repurchases.
Over the past 7 days, alphai's AI scored 1 news story mentioning AGO (ASSURED GUARANTY LTD). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent AGO coverage spans earnings, financial news and sector analysis.
The gift adds no immediate cash flow and does not change ownership significantly; minimal price impact expected.
Record valuation metrics and stronger production are offset by ongoing economic loss development drivers (Brightline) and mark-to-market volatility in the alternative investment book.
Earnings show per-share improvement and record book value, but CLO equity mark-to-market losses and Brightline liquidity pressure are key risk offsets.
The deal is a new, specific guarantee issuance that supports Assured Guaranty’s fee/volume narrative, but it is unlikely to move the stock materially on its own.
Revenue and EPS both missed consensus, signaling weaker underwriting or fee/investment dynamics and likely near-term pressure on the stock.
alphai scores every news story that mentions AGO with an AI model for sentiment and relevance, and aggregates insider trades from ASSURED GUARANTY LTD's SEC EDGAR Form 4 filings. Figures refresh continuously.
Assured Guaranty (AGO) CEO Dominic Frederico gifted 23,331 shares on 2026-08-20. He directly holds 1,275,219 shares post-transaction, with additional indirect holdings. The gift was not part of a Rule 10b5-1 trading plan. His direct holdings include 275 shares acquired through the company's Employee Stock Purchase Plan.
1 min readAssured Guaranty (NYSE:AGO) reported record first-half 2026 metrics, including higher shareholders’ equity and adjusted book value per share. New business production rose to $152 million PVP from $103 million a year earlier. Q2 adjusted operating income increased 22% to $55 million as loss expenses fell. AGO repurchased 554,000 shares for $45 million and paid $17 million in dividends. Risks include Brightline and Thames Water exposures.
6 min readAssured Guaranty (AGO) reported Q2 2026 adjusted operating income of $55 million, or $1.23 per share, up 22% from Q2 2025. Net income was $39 million, or $0.88 per share, versus $103 million, or $2.08, a year earlier. Adjusted book value per share was $189.72 at June 30, 2026. The company also noted $19 million CLO equity mark-to-market losses and $45 million in Q2 share repurchases.
9 min readAssured Guaranty Ltd. (NYSE: AGO) said its Europe unit AGE guaranteed €200 million of debt for ALiS, an entity refinancing France’s A28 toll road. The guarantee covers principal and interest on a 30-year floating-rate loan and a 35-year fixed-rate note, plus a €55.5 million debt service reserve guarantee. AGE cited its AA ratings and regulatory capital relief for lenders.
4 min readAssured Guaranty (NYSE: AGO) reported Q2 CY2026 results that missed Wall Street revenue expectations. Revenue fell 30.6% year on year to $195 million, and non-GAAP profit was $1.23 per share, 23.2% below analysts’ consensus. The stock was flat at $82.05 after the release.
4 min readASSURED GUARANTY LTD (AGO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Assured Guaranty Ltd. Reports Results for Second Quarter 2026 • GAAP Highlights: • Net income attributable to Assured Guaranty Ltd. was $39 million, or $0.88 per share, (1) for second quarter 2026. • Shareholders’ equity attributable to Assured Guaranty Ltd. per share was $126.18
15 min readAssured Guaranty (NYSE: AGO) is set to report Q2 earnings Thursday. The company’s prior-quarter revenue was $261 million, down 24.3% year on year, and it beat analysts’ EPS estimates. For the upcoming quarter, analysts expect revenue to fall 28.7% y/y. AGO has an average analyst price target of $91.67 versus a $82.92 share price.
4 min readBond insurance wrapped 18% less par in 1H 2026 than a year earlier, despite near-record municipal supply. LSEG data show top insurers Assured Guaranty and Build America Mutual (BAM) wrapped $18.012B across 819 deals. Assured’s insured par fell 31.7% YoY to $9.445B, while BAM insured $8.567B, up 5.4% YoY. LSEG also cites 6.2% penetration in 1H 2026.
7 min readS&P Global Ratings affirmed Assured Guaranty’s AA financial strength, financial enhancement and issuer credit ratings for its insurance subsidiaries, and affirmed AGL’s A issuer credit rating. Outlooks are stable. S&P cited strong capital and earnings, liquidity rated exceptional, and no longer-term material liquidity risks. Assured Guaranty said it is expanding via Assured Life Re in annuity reinsurance.
2 min readUBS upgraded Assured Guaranty (AGO) to Buy from Neutral on May 19, setting a $94 price target, citing a valuation about 40% below operating book value and pointing to market leadership, resilient earnings, and strong cash generation. Earlier, Roth Capital cut AGO to Neutral and lowered its target to $80, citing caution after heavy buybacks but noting sufficient capital.
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