Assured Guaranty's core underwriting remains disciplined, with combined ratios below 100% for five consecutive quarters (75.1% in 2026Q2), but earnings quality is undermined by reliance on reserve releases and fair value swings, as evidenced by negative loss ratios in 2025Q3 (-12.1%) and 2024Q3 (-18.3%).
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $1.94+19.0% vs $1.63 | $214M+4.0% vs $206M |
Q3 2026 Aug 6, 2026 | $1.23-18.5% vs $1.51 | $195M-4.9% vs $205M |
Q2 2026 May 7, 2026 | $2.50+66.7% vs $1.50 | $261M+25.1% vs $209M |
Q1 2026 Feb 26, 2026 | $2.32+50.6% vs $1.54 | $277M+34.6% vs $206M |
Assured Guaranty NYSE: AGO expects financial guaranty production to exceed $400 million in 2026, after growth across its business lines helped lift production 44% in the first nine months of the year.
Assured Guaranty Ltd. ( AGO ) Q3 2026 Earnings Call November 6, 2026 8:00 AM EST Company Participants Robert Tucker - Senior Managing Director of Investor Relations & Corporate Communications Dominic Frederico - Deputy Chairman, President & CEO Robert Bailenson - Chief Operating Officer Benjamin Rosenblum - Chief Financial Officer Conference Call Participants Ameeta Lobo Nelson - UBS Investment Bank, Research Division Thomas Mcjoynt-Griffith - Keefe, Bruyette, & Woods, Inc., Research Division Geoffrey Dunn - Dowling & Partners Securities, LLC Presentation Operator Good morning, and welcome to the Assured Guaranty Limited Third Quarter 2026 Earnings Conference Call.
Assured Guaranty (AGO) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $2.57 per share a year ago.
HAMILTON, Bermuda--(BUSINESS WIRE)--Assured Guaranty Ltd. (NYSE: AGO) (AGL and, together with its subsidiaries, Assured Guaranty or the Company) announced today its financial results for the three-month period ended September 30, 2026 (third quarter 2026). Dominic Frederico, President and CEO, said: “Our strong new business production in the first nine months of 2026 demonstrated the success of our current growth strategy across our financial guaranty franchise, generating $278 million of GWP a.
Benchmark AGO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Assured Guaranty Ltd. (AGO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $73.45 | $3.25B | 7.22 | -3.19% | 63.83% | 8.87% | 1.87% | |
| $4.62 | $235.32M | -1.29 | 90.48% | -154.26% | — | — | |
| $180.20 | $1.96B | 10.84 | 8.95% | 15.75% | 12.66% | 4.5% | |
| $35.97 | $4.78B | 8.69 | -3.36% | 32.45% | 11.26% | 2.93% | |
| $28.60 | $5.87B | 9.11 | 0.49% | 59.2% | 13.9% | 2.05% | |
| $63.41 | $5.84B | 9.19 | -0.49% | 51.43% | 11.91% | 1.92% |
Assured Guaranty Ltd. (AGO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Assured Guaranty Ltd. (AGO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 6, 2026·SEC
May 8, 2026·SEC
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Assured Guaranty Ltd. (AGO) stock FAQ — growth, dividends, profitability & financials explained
Assured Guaranty Ltd. (AGO) revenue fell by 3.2% in fiscal year 2025, compared with the prior fiscal year.
Yes. Assured Guaranty Ltd. (AGO) earned $351.0M in net income over the trailing twelve months (a 40.3% net margin).
Yes. Assured Guaranty Ltd. (AGO) pays a dividend that yields 1.87% at the current price, a moderate yield.
Assured Guaranty Ltd. (AGO) had a return on equity (ROE) of 8.9% in fiscal year 2025. That is below the market's typical 10-15%.
Assured Guaranty Ltd. (AGO) has a combined ratio of 16.0%. A ratio below 100% indicates underwriting profitability.
