Assured Guaranty (NYSE:AGO) Director Francisco Borges Sells 123,750 Shares
Assured Guaranty Director Francisco Borges sold 123,750 shares of the company's stock for $9.93 million, reducing his ownership by over 41%. This sale follows Assured Guaranty's strong quarterly earnings beat and a raised quarterly dividend. The stock currently has a "Moderate Buy" consensus rating from analysts with a target price of $98.50.
72,122 Shares in Assured Guaranty Ltd. $AGO Bought by SG Americas Securities LLC
SG Americas Securities LLC initiated a new position in Assured Guaranty Ltd. (NYSE:AGO), purchasing 72,122 shares valued at approximately $6.48 million, making institutional investors now own 92.22% of the company. Assured Guaranty recently reported strong Q4 earnings, surpassing analyst expectations with EPS of $2.32 and revenue of $277 million, leading analysts to give an average "Moderate Buy" rating and a $98.50 price target. The board also increased the quarterly dividend to $0.38 per share, while company insiders have sold over 61,000 shares in the past three months.
Director Francisco Borges Sells 123,750 Shares of Assured Guaran
Francisco Borges, a Director at Assured Guaranty Ltd (AGO), sold 123,750 shares of the company, reducing his total ownership to 175,702 shares. This transaction follows a pattern of 8 insider sells and 0 buys over the past year. Assured Guaranty Ltd, a financial guaranty insurance provider, is currently considered modestly undervalued with a price-to-GF-Value ratio of 0.84.
Assured Guaranty (AGO) director sells 123,750 shares and makes stock gift
Assured Guaranty Ltd. director Francisco L. Borges reported selling 123,750 common shares at a weighted average price of $80.22 per share, and subsequently made a bona fide gift of 1,250 common shares. After these transactions, his direct holdings in the company stand at 175,702 common shares. The article details the transaction from a Form 4 SEC filing, including prices and remaining holdings.
AGO (NYSE: AGO) Form 144 shows multiple vested restricted stock grants
A recently filed Form 144 for Assured Guaranty Ltd (NYSE: AGO) details multiple grants of vested restricted stock, with various grant dates and share amounts. Key examples provided include grants of 17,425 shares on May 4, 2021; 10,949 shares on May 3, 2016; and 11,103 shares on May 2, 2017. The filing indicates these securities were issued by Assured Guaranty Ltd itself, with grant dates spanning up to May 1, 2024.
Assured Guaranty Ltd Stock: A Steady Player in Credit Protection with Strong Fundamentals for North American Investors
Assured Guaranty Ltd (ISIN: BMG0774R1017) is a crucial provider of financial guaranty insurance, protecting investors in public and structured finance markets. The company maintains a strong market position, especially in North American public finance, due to its AAA ratings, pristine claims history, and robust capitalization. With a stable business model, consistent dividend policy, and focus on risk management, it appeals to investors seeking stable cash flows and exposure to infrastructure spending.
Assured Guaranty (FRA:DHU) NonCurrent Deferred Revenue : €0.0 Mil (As of Dec. 2025)
This article reports that Assured Guaranty's (FRA:DHU) NonCurrent Deferred Revenue is €0.0 million as of December 2025. GuruFocus rates Assured Guaranty with a GF Score of 68/100 and considers it modestly undervalued, trading 18.1% below its estimated fair value. The piece also provides historical data and definitions related to non-current deferred revenue, along with a business description of Assured Guaranty.
Vanguard realignment ends beneficial ownership reporting in Assured Guaranty (NYSE: AGO)
The Vanguard Group has filed an amended Schedule 13G/A for Assured Guaranty Ltd (AGO), reporting 0% beneficial ownership of common stock. This change is due to an internal realignment on January 12, 2026, which shifts beneficial ownership reporting to individual Vanguard subsidiaries as per SEC Release No. 34-39538. The filing clarifies that Vanguard no longer holds beneficial ownership of these securities, and future holdings will be disclosed by the specific subsidiaries.
Assured Guaranty (NYSE:AGO) CEO Dominic Frederico Sells 20,002 Shares
Assured Guaranty (NYSE:AGO) CEO Dominic Frederico sold 20,002 shares of the company's stock for over $1.62 million, reducing his stake by 1.52%. The sale occurred after the company reported better-than-expected quarterly earnings and increased its quarterly dividend. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $98.50.
Assured Guaranty releases 2025 financial statements for reinsurance subsidiaries
Assured Guaranty Ltd. announced the availability of the consolidated financial statements for the year ended December 31, 2025, for its reinsurance subsidiaries, Assured Guaranty Re Ltd. and Assured Guaranty Re Overseas Ltd. These documents can be found in the Investor Information section of the company's website and were also submitted to the SEC as exhibits to an 8-K filing. Assured Guaranty Ltd. is a surety insurance provider whose shares and certain senior notes are listed on the NYSE.
Assured Guaranty Re posts $124.6M net income for 2025, total revenues $198.1M
Assured Guaranty Re reported a net income of $124.6 million for the year ended December 31, 2025, with total revenues reaching $198.1 million. This marks an increase from the previous year's net income of $98.5 million and revenues of $163.3 million. The company also saw its shareholders' equity grow to $1.170 billion by year-end 2025.
Assured Guaranty (NYSE: AGO) CEO trims stake with 20,002-share sale
Assured Guaranty (NYSE: AGO) CEO Dominic Frederico sold 20,002 common shares at an average price of $81.06 per share on March 20, 2026. Following this transaction, Frederico directly holds over 1.29 million shares, with additional indirect holdings through family members and a limited partnership. The sale represents a net selling activity according to the SEC Form 4 filing.
Tudor Investment Corp ET AL Sells 48,931 Shares of Assured Guaranty Ltd. $AGO
Tudor Investment Corp ET AL has reduced its stake in Assured Guaranty Ltd. (NYSE:AGO) by 18.0%, selling 48,931 shares and now owning 222,930 shares valued at $18.87 million. Other institutional investors have also adjusted their positions in AGO, with institutional ownership standing at 92.22%. Assured Guaranty recently reported strong Q3 earnings, exceeding EPS and revenue estimates, and increased its quarterly dividend.
Assured Guaranty chief credit officer Stephen Donnarumma to retire in September
Stephen Donnarumma, Assured Guaranty's chief credit officer, has announced his retirement effective September 30, 2026. He will transition to a senior advisor role to the CEO from October 1, 2026, through April 2, 2027. Donnarumma has been with the company since 1993, serving as chief credit officer for various entities within Assured Guaranty.
[144] ASSURED GUARANTY LTD SEC Filing
This article details an SEC Form 144 filing by Assured Guaranty Ltd. (AGO), indicating a proposed sale of 50,000 common shares with an aggregate market value of $4,101,500. The shares were acquired through vested Restricted Stock Units on February 24, 2025. The filing occurred on March 20, 2026, and also provides recent news and financial data for Assured Guaranty Ltd.
Assured Guaranty’s Stephen Donnarumma to Retire as Chief Credit Officer, Becomes Senior Advisor
Stephen Donnarumma, Chief Credit Officer of Assured Guaranty, will retire on September 30, 2026. Following his retirement, he will serve as a senior advisor to the CEO from October 1, 2026, through April 2, 2027. Donnarumma joined the company in 1993 and has been Chief Credit Officer of Assured Guaranty since 2018.
Assured Guaranty (NYSE: AGO) chief credit officer to retire, then advise CEO
Assured Guaranty Ltd. announced that its Chief Credit Officer, Stephen Donnarumma, will retire from his position on September 30, 2026, after more than three decades of service to the company. Following his retirement, Donnarumma will continue to serve as a senior advisor to the Chief Executive Officer from October 1, 2026, through April 2, 2027. This transition plan was disclosed in a Form 8-K filing, detailing the continuity of his expertise through an advisory role.
Assured Guaranty (NYSE:AGO) Given New $103.00 Price Target at Keefe, Bruyette & Woods
Keefe, Bruyette & Woods has set a new price target of $103.00 for Assured Guaranty (NYSE:AGO), down from $108.00, while maintaining an "Outperform" rating. This implies a potential upside of approximately 26.7% from its current share price. The financial services provider recently reported strong quarterly earnings, beating expectations with $2.32 EPS versus $1.54 anticipated, and revenue of $277 million, significantly up year-over-year.
ASSURED GUARANTY LTD ($AGO) CEO 2025 Pay Revealed
The CEO of ASSURED GUARANTY LTD ($AGO), Dominic J. Frederico, is estimated to receive $13,841,716 in compensation for 2025, marking a 7.89% decrease from 2024. This estimate is based on a recent DEF14A SEC filing. The article also details recent insider trading activity, institutional investor movements, and analyst ratings/price targets for AGO.
Capitolis Liquid Global Markets LLC Purchases 40,200 Shares of Assured Guaranty Ltd. $AGO
Capitolis Liquid Global Markets LLC increased its stake in Assured Guaranty Ltd. (NYSE:AGO) by 49.9% in the third quarter, acquiring an additional 40,200 shares to own a total of 120,800 shares valued at $10,226,000. Other hedge funds also adjusted their positions in the company, while insiders sold shares. Assured Guaranty's stock traded up 0.3%, reported strong quarterly earnings, and increased its quarterly dividend.
Assured Guaranty Ltd Stock (ISIN: BMG0774R1017) Holds Steady Amid Bond Insurance Sector Resilience
Assured Guaranty Ltd (ISIN: BMG0774R1017) maintains stability in the market, supported by its strong capital position, conservative underwriting, and high dividend appeal, making it attractive to income-focused investors, particularly those in Europe looking for US credit enhancements. The article highlights the company's resilience in the bond insurance sector, consistent dividend growth, and leadership in the financial guaranty space despite potential economic slowdowns and interest rate shifts. European investors value Assured Guaranty for its diversification into US credit enhancement and tax efficiency, with its operations centered on high-quality public finance deals.
Assured Guaranty outlines $500M share repurchase target and launches Assured Life Re amid record PVP and expanding municipal bond leadership
Assured Guaranty has announced a new $500 million share repurchase target, highlighting its strong financial position and commitment to shareholder returns. The company also launched Assured Life Re, a new reinsurance platform aimed at expanding its presence in the life and annuity sectors. This strategic move comes as Assured Guaranty reports record present value of new business production (PVP) and continues to solidify its leadership in the municipal bond insurance market.
AGO SEC Filings - Assured Guaranty Ltd 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Assured Guaranty Ltd's SEC filings, including 10-K, 10-Q, and 8-K forms, alongside AI-powered summaries. It details the company's credit enhancement and asset management activities, segment performance, and capital structure. The article also highlights a recent Form 4 filing where CEO Dominic Frederico gifted shares while maintaining a significant stake.
WINTON GROUP Ltd Takes $6.18 Million Position in Assured Guaranty Ltd. $AGO
WINTON GROUP Ltd has acquired a new stake of 73,052 shares in Assured Guaranty Ltd., valued at approximately $6.18 million. Other institutional investors like Royal Bank of Canada and UBS AM also increased their positions. Assured Guaranty recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
First Trust Advisors LP Boosts Holdings in Assured Guaranty Ltd. $AGO
First Trust Advisors LP has increased its stake in Assured Guaranty Ltd. (NYSE:AGO) by 12.2%, now owning 1,333,024 shares valued at $112.84 million. This move is part of broader institutional investment, with institutional investors collectively holding 92.22% of the stock. Assured Guaranty recently reported strong Q3 earnings, beating EPS and revenue expectations, and also raised its quarterly dividend to $0.38 per share.
Dimensional Fund Advisors LP Sells 47,549 Shares of Assured Guaranty Ltd. $AGO
Dimensional Fund Advisors LP reduced its stake in Assured Guaranty Ltd. (NYSE:AGO) by 1.4% in the third quarter, selling 47,549 shares. Despite this sale, the firm still holds a significant 7.09% of the company's stock, valued at over $285 million. Other institutional investors, such as Cerity Partners LLC and JPMorgan Chase & Co., increased their holdings in Assured Guaranty during the same period.
How Investors May Respond To Assured Guaranty (AGO) Earnings, Dividend Hike and Warwick Re Acquisition
Assured Guaranty (AGO) recently reported strong Q4 2025 results, with US$277 million in revenue and US$119 million in net income, alongside a dividend hike to US$0.38 per share. The company also acquired Warwick Re Limited to expand into life and annuity reinsurance, reinforcing its capital-return strategy through dividends and buybacks. While 2025 earnings are robust, investors are still weighing the impact of credit and litigation risks like PREPA on future performance and valuation.
How Investors May Respond To Assured Guaranty (AGO) Earnings, Dividend Hike and Warwick Re Acquisition
Assured Guaranty (AGO) reported strong Q4 2025 earnings and full-year results, increased its quarterly dividend by 12% to US$0.38 per share, and acquired Warwick Re Limited to expand into life and annuity reinsurance. While these moves highlight earnings strength and a commitment to capital returns, investors should consider ongoing risks such as concentrated credit exposures and litigation, which could impact future performance. The company's investment narrative projects a revenue decline but an estimated fair value of $106.50, suggesting a 23% upside.
Lorin Radtke Sells 1,219 Shares of Assured Guaranty (NYSE:AGO) Stock
Lorin Radtke, a director at Assured Guaranty (NYSE:AGO), sold 1,219 shares of the company's stock for approximately $106,224, reducing his holdings by 12.81%. This transaction occurred after Assured Guaranty beat earnings expectations, reporting $2.32 EPS against an anticipated $1.54, and increased its quarterly dividend to $0.38 per share. The company maintains a "Moderate Buy" consensus rating from analysts with a $101 price target.
Insider Sell: Lorin Radtke Sells Shares of Assured Guaranty Ltd (AGO)
Lorin Radtke, a Director at Assured Guaranty Ltd (AGO), sold 1,219 shares of the company on March 4, 2026. This transaction follows a period of no insider buys and five insider sells for AGO over the past year. The stock was trading at $87.14 per share, indicating it is fairly valued according to GuruFocus's GF Value.
The Top 5 Analyst Questions From Assured Guaranty's Q4 Earnings Call
This article highlights the top five analyst questions from Assured Guaranty's Q4 earnings call, focusing on investment portfolio allocation, challenges in transportation exposure, opportunities in new sectors like data centers, growth in written premiums, and updates on Puerto Rico's PREPA exposure. The company reported strong Q4 CY2025 results, exceeding analyst estimates for revenue and adjusted EPS, driven by robust U.S. municipal bond issuance and growth in secondary market activity. Upcoming catalysts for analysts include secondary market expansion, development of new counterparties in emerging sectors, and progress in shifting structured finance to shorter-duration transactions.
[Form 3] ASSURED GUARANTY LTD Initial Statement of Beneficial Ownership
This article reports on an SEC Form 3 filing by Assured Guaranty Ltd and its related entities, detailing their initial beneficial ownership in Sound Point Direct Lending BDC. The filing indicates indirect beneficial ownership of 760,000 Common Shares of Beneficial Interest, held directly by AG Asset Strategies LLC. Multiple Assured Guaranty entities are listed as indirect beneficial owners due to a hierarchical ownership structure, all identified as ten percent owners.
Press Release: Assured Guaranty Ltd. Raises Quarterly Dividend by 12% to $0.38 per Common Share
Assured Guaranty Ltd. has announced a 12% increase in its quarterly dividend, raising it to $0.38 per common share. This press release also briefly mentions Unity Software's fourth-quarter financial results, reporting a 35% year-over-year revenue increase to $609 million, although the company posted a quarterly loss of 66 cents per share. However, detailed news from Dow Jones is unavailable due to copyright issues.
American Century Companies Inc. Grows Stock Holdings in Assured Guaranty Ltd. $AGO
American Century Companies Inc. increased its stake in Assured Guaranty Ltd. by 8.8% in the third quarter, holding over 1.1 million shares valued at approximately $96.93 million. This comes after Assured Guaranty reported strong Q4 earnings, beating analyst expectations for EPS and revenue, and subsequently raised its quarterly dividend. Institutional investors and hedge funds collectively own a significant portion of the company's stock.
Assured Guaranty Ltd. 2025 Q4 - Results - Earnings Call Presentation (NYSE:AGO) 2026-03-02
This article provides the earnings call presentation material for Assured Guaranty Ltd.'s 2025 Q4 results. The company reported an EPS of $2.32, beating estimates by $0.76, and revenue of $277.00M, exceeding expectations by $71.17M and showing a 77.56% year-over-year increase. The content highlights the financial performance discussed during the earnings call.
Assured Guaranty’s 2025 net income tops $500m
Assured Guaranty Ltd. reported a significant increase in net income for 2025, reaching $503 million, up from $376 million the previous year. This growth was driven by strong new business production, continued share repurchases, and strategic diversification into the annuity reinsurance market. The company also achieved record highs in key shareholder value metrics, including a 49% jump in earnings per diluted share to $10.26.
Assured Guaranty Ltd. $AGO Stock Position Increased by Royce & Associates LP
Royce & Associates LP increased its stake in Assured Guaranty Ltd. (NYSE:AGO) by 7.1% in the third quarter, making it their sixth-largest position valued at approximately $87.7 million. This increase comes as Assured Guaranty reported strong Q4 results, surpassing analyst expectations for both EPS and revenue, and raising its quarterly dividend. The company maintains a "Moderate Buy" consensus from analysts with an average price target of $101.
Assured Guaranty Posts 2025 Financial Supplement and Audit
Assured Guaranty Ltd. announced the posting of its December 31, 2025 financial supplement and an investor presentation on its website, providing detailed financial data. The report included an unqualified audit opinion from PricewaterhouseCoopers LLP for combined financial statements from 2023-2025. Spark, TipRanks' AI Analyst, rates AGO as "Outperform" due to strong profitability, a solid balance sheet, and attractive P/E valuation, despite some concerns about revenue decline and cash flow.
Assured Guaranty Ltd. (NYSE:AGO) Q4 2025 Earnings Call Transcript
Assured Guaranty Ltd. (NYSE:AGO) reported strong Q4 and full-year 2025 results, achieving new highs in shareholder value metrics and increasing adjusted operating income per share. The company significantly expanded its U.S. municipal secondary market business, repurchased 12% of outstanding shares, and increased its quarterly dividend. Assured Guaranty also diversified into life and annuity reinsurance with the acquisition of Warwick Re, now Assured Life Reinsurance Limited, anticipating further growth opportunities.
Assured Guaranty’s 2025 net income tops $500m
Assured Guaranty Ltd. reported a significant increase in earnings for 2025, with net income rising to $503 million, up from $376 million in 2024. The company achieved record per-share value metrics, driven by strong new business production in the US municipal bond insurance market and continued share repurchases. Additionally, Assured Guaranty expanded into the annuity reinsurance market by acquiring Assured Life Re, diversifying its revenue streams for future growth.
ASSURED GUARANTY LTD SEC 10-K Report
Assured Guaranty Ltd. (AGL) has released its annual 10-K report, detailing robust financial performance for the year, including increased revenues and net income attributed to foreign exchange gains and credit derivatives. The report highlights strategic growth initiatives such as expanding market presence in financial guaranty insurance, growing its asset management business, and entering the life and annuity reinsurance market through acquisitions. AGL also outlines its risk management framework, capital management strategy, and challenges related to market dynamics, regulatory changes, and emerging risks like climate change and cyberattacks.
Insurer Assured Guaranty buys back 11.5% of shares, enters annuity reinsurance
Assured Guaranty Ltd. (NYSE: AGO) reported record financial results for Q4 and full year 2025, with net income per share increasing by 49% to $10.26 in 2025. The company repurchased 11.5% of its outstanding common shares, totaling $500 million, and expanded into the annuity reinsurance market by acquiring Assured Life Re. These moves reflect strong operational performance and strategic growth initiatives aimed at diversifying revenue and enhancing shareholder value.
Assured Guaranty (NYSE:AGO) Surprises With Strong Q4 CY2025
Assured Guaranty (NYSE:AGO) reported strong Q4 CY2025 results, beating Wall Street's revenue and non-GAAP profit expectations, with sales up 77.6% year-on-year to $277 million. The company's Adjusted EPS of $2.32 significantly surpassed analyst estimates, and its Book Value per Share reached a record high of $126.78. Despite some past struggles with consistent revenue growth, the recent performance shows a notable rebound and strong financial metrics.
Earnings Flash (AGO) Assured Guaranty Ltd. Posts Q4 Adjusted EPS $2.32 per Share, vs. FactSet Est of $1.45
Assured Guaranty Ltd. (AGO) announced its Q4 adjusted EPS of $2.32 per share, significantly surpassing FactSet's estimate of $1.45. This strong performance follows an increase in adjusted operating income and revenue for the fourth quarter. The company has also recently raised its quarterly dividend by 12% to $0.38 per common share.
Assured Guaranty earnings up next: Can insurer repeat Q3 beat? By Investing.com
Assured Guaranty Ltd. is preparing to announce its Q4 2025 earnings, with analysts projecting $1.49 EPS and $219.08 million in revenue. This follows a strong Q3 performance, but Q4 EPS estimates suggest a normalization. Investors will be keying into the sustainability of profits, commentary on the recent Warwick Re Limited acquisition, and trends in the core municipal bond insurance sector.
[Form 4] ASSURED GUARANTY LTD Insider Trading Activity
Assured Guaranty Ltd.'s Chief Credit Officer, Stephen Donnarumma, reported a tax-related share withholding. A total of 4,244 Common Shares were disposed of at $85.11 per share to cover tax liabilities. Following this transaction, Donnarumma directly owns 117,603.0408 Common Shares.
Is Dividend Hike And Annuity Re Entry Altering The Investment Case For Assured Guaranty (AGO)?
Assured Guaranty Ltd. (AGO) recently increased its quarterly dividend to US$0.38 per share and entered the annuity reinsurance market through the acquisition of Warwick Re Limited. These moves signal capital flexibility and broaden its insurance footprint, though the core investment case still hinges on managing legacy exposures and interest rate sensitivity. The dividend increase provides a clearer signal of management's confidence in the company's capital position, which investors will weigh against ongoing litigation and credit exposure risks.
Vanguard Group Inc. Sells 200,138 Shares of Assured Guaranty Ltd. $AGO
Vanguard Group Inc. reduced its stake in Assured Guaranty Ltd. by 3.1% in the third quarter of 2025, selling 200,138 shares but still owning about 13.3% of the company. Assured Guaranty recently increased its quarterly dividend to $0.38 per share, representing a 1.8% yield. The company currently has a "Moderate Buy" rating from analysts with an average price target of $101.00.
Is Dividend Hike And Annuity Re Entry Altering The Investment Case For Assured Guaranty (AGO)?
Assured Guaranty (AGO) recently announced an increased quarterly dividend and completed the acquisition of Warwick Re Limited, marking its entry into the annuity reinsurance market. While these developments signal capital flexibility and business expansion, investors should still consider the company's exposure to troubled credits and existing risks. Analysts project a decrease in revenue and earnings by 2028, with a fair value estimate that presents a 24% upside from its current price.
What To Expect From Assured Guaranty's (AGO) Q4 Earnings
Assured Guaranty (AGO) is set to report its Q4 earnings on Thursday afternoon. The market anticipates a 27.2% year-on-year revenue growth, a significant rebound from a previous decline, and analysts have largely maintained their estimates. The company has a strong track record of beating revenue expectations, and its stock has outperformed the property & casualty insurance segment over the last month.
