Assured Guaranty (NYSE:AGO) Issues Quarterly Earnings Results

09 May 2026, 17:38 by Teresa Graham · The Cerbat Gem

Assured Guaranty (NYSE:AGO – Get Free Report) announced its earnings results on Thursday. The financial services provider reported $2.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $1.00, FiscalAI reports. The business had revenue of $261.00 million for the quarter, compared to analyst estimates of $208.63 million. Assured Guaranty had a net margin of 40.45% and a return on equity of 6.92%. The company’s revenue for the quarter was down 24.3% compared to the same quarter last year. During the same quarter last year, the business earned $3.18 earnings per share.

Assured Guaranty Price Performance

Shares of NYSE AGO traded down $7.31 during mid-day trading on Friday, reaching $75.12. The company’s stock had a trading volume of 1,337,167 shares, compared to its average volume of 357,222. The stock has a 50-day moving average of $83.17 and a two-hundred day moving average of $85.67. The stock has a market capitalization of $3.37 billion, a P/E ratio of 8.62 and a beta of 0.81. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.79 and a current ratio of 0.79. Assured Guaranty has a 1-year low of $74.18 and a 1-year high of $92.39.

Assured Guaranty Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be given a $0.38 dividend. This represents a $1.52 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, May 15th. Assured Guaranty’s dividend payout ratio is 14.84%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on AGO shares. Keefe, Bruyette & Woods reduced their price target on shares of Assured Guaranty from $108.00 to $103.00 and set an “outperform” rating for the company in a research report on Thursday, March 19th. Wall Street Zen upgraded shares of Assured Guaranty from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Roth Mkm downgraded shares of Assured Guaranty from a “buy” rating to a “neutral” rating and set a $80.00 price target for the company. in a research report on Friday. Finally, Weiss Ratings upgraded shares of Assured Guaranty from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, April 29th. Two investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, Assured Guaranty presently has a consensus rating of “Hold” and an average price target of $92.33.

Get Our Latest Stock Analysis on AGO

Key Headlines Impacting Assured Guaranty

Here are the key news stories impacting Assured Guaranty this week:

Positive Sentiment: Assured Guaranty beat first-quarter EPS expectations, reporting $2.50 per share versus the $1.50 consensus, and revenue of $261.0 million also topped estimates. Assured Guaranty Ltd. Reports Results for First Quarter 2026
Positive Sentiment: Management said new business production improved sharply, with first-quarter gross written premium and present value of premium both roughly doubling year over year, signaling stronger origination activity. Assured Guaranty Ltd. Reports Results for First Quarter 2026
Neutral Sentiment: Analysts currently rate Assured Guaranty a “Hold,” suggesting the stock may be fairly valued despite the earnings beat. Assured Guaranty Ltd. Receives Consensus Recommendation of “Hold” from Analysts
Neutral Sentiment: Several articles are centered on the company’s Q1 earnings presentation and snapshot, reinforcing that the market is still parsing the details of the quarter. Assured Guaranty Ltd. 2026 Q1 – Results – Earnings Call Presentation
Negative Sentiment: Despite the earnings beat, quarterly revenue declined 24.3% year over year and EPS also fell from $3.18 a year ago, which may be weighing on sentiment. Assured Guaranty stock performance and earnings summary
Negative Sentiment: Market commentary is also highlighting that AGO could be vulnerable to new lows amid Russell 1000 activity, adding to concerns about near-term technical pressure. Could Assured Guaranty Hit New Lows Amid Russell 1000 Activity?

Insider Buying and Selling at Assured Guaranty

In other news, CEO Dominic Frederico sold 29,998 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $81.41, for a total value of $2,442,137.18. Following the completion of the sale, the chief executive officer directly owned 1,264,295 shares in the company, valued at $102,926,255.95. This represents a 2.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lorin Radtke sold 1,219 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $87.14, for a total transaction of $106,223.66. Following the completion of the sale, the director owned 8,297 shares of the company’s stock, valued at $723,000.58. This trade represents a 12.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 174,969 shares of company stock valued at $14,096,948 over the last ninety days. 5.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Assured Guaranty

A number of hedge funds have recently modified their holdings of AGO. Global Retirement Partners LLC raised its position in shares of Assured Guaranty by 633.9% in the fourth quarter. Global Retirement Partners LLC now owns 455 shares of the financial services provider’s stock valued at $41,000 after buying an additional 393 shares during the last quarter. Quarry LP acquired a new stake in shares of Assured Guaranty in the third quarter valued at about $44,000. Danske Bank A S acquired a new stake in shares of Assured Guaranty in the third quarter valued at about $68,000. EverSource Wealth Advisors LLC increased its position in Assured Guaranty by 99.5% during the second quarter. EverSource Wealth Advisors LLC now owns 868 shares of the financial services provider’s stock worth $76,000 after purchasing an additional 433 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd increased its position in Assured Guaranty by 121.1% during the fourth quarter. Aster Capital Management DIFC Ltd now owns 1,342 shares of the financial services provider’s stock worth $121,000 after purchasing an additional 735 shares during the last quarter. 92.22% of the stock is currently owned by institutional investors and hedge funds.

About Assured Guaranty

(Get Free Report)

Assured Guaranty Ltd is a Bermuda-domiciled provider of financial guaranty insurance and reinsurance products serving public finance, infrastructure and structured finance markets. The company’s primary business activity is credit enhancement, whereby it guarantees the timely payment of principal and interest on debt obligations issued by municipal and infrastructure entities. By combining rigorous risk assessment with active portfolio management, Assured Guaranty helps issuers access capital at more attractive rates while protecting investors against credit events.

In its public finance segment, the company underwrites municipal bond insurance for state and local governments, public-private partnerships and essential infrastructure projects.