At $75.43, the company trades at a steep 60% discount to adjusted book value and 40% to GAAP equity. Forward P/E multiples remain low, with FY2025 at 8.3x and consensus FY2026 at ~10.5x, suggesting undervaluation. Dividend yield stands at 2.0%, supported by robust claims-paying resources of $9.98B versus a $3.32B market cap.
Assured Guaranty NYSE: AGO reported higher second-quarter adjusted operating income and record per-share valuation metrics, while executives pointed to growth in U.S. public finance, global structured finance and the company's newer annuity reinsurance platform.
Assured Guaranty Ltd. (AGO) Q2 2026 Earnings Call Transcript
Assured Guaranty (AGO) came out with quarterly earnings of $1.23 per share, missing the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.01 per share a year ago.
Investors need to pay close attention to AGO stock based on the movements in the options market lately.
Assured Guaranty (AGO) trades at a steep 39.8% of adjusted book value per share, despite strong compounding and robust capital allocation. Management's strategic pivot reduces buybacks to fund growth in financial guaranty and annuity reinsurance, signaling a focus on organic expansion. Q1 2026 results were strong, with adjusted operating income of $2.50/share and new business production nearly doubling year-over-year.
Assured Guaranty NYSE: AGO reported a stronger start to 2026 in new business production, with management pointing to higher demand across U.S. public finance, non-U.S. public finance and global structured finance, while also signaling a near-term slowdown in share repurchases as it allocates capital toward growth opportunities.
Assured Guaranty Ltd. (AGO) Q1 2026 Earnings Call Transcript
Assured Guaranty (AGO) came out with quarterly earnings of $2.5 per share, beating the Zacks Consensus Estimate of $1.5 per share. This compares to earnings of $3.18 per share a year ago.
Assured Guaranty Ltd. (AGO) Q4 2025 Earnings Call Transcript
Assured Guaranty (AGO) came out with quarterly earnings of $2.32 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $1.27 per share a year ago.
From a technical perspective, Assured Guaranty Ltd. (AGO) is looking like an interesting pick, as it just reached a key level of support.