Assured Guaranty Ltd.

Assured Guaranty Ltd.

AGOยทNYSE

$73.13

-0.089%
Financial ServicesInsurance - Specialty

Assured Guaranty Ltd., through its subsidiaries, provides credit protection products to public finance, infrastructure, and structured finance markets in the United States and internationally. The company operates in two segments, Insurance and Asset Management. It offers financial guaranty insurance that protects holders of debt instruments and other monetary obligations from defaults in scheduled payments. The company insures and reinsures various debt obligations, including bonds issued by the United States state governmental authorities; and notes issued to finance infrastructure projects. It also insures and reinsures various the U.S. public finance obligations, such as general obligation, tax-backed, municipal utility, transportation, healthcare, higher education, infrastructure, housing revenue, investor-owned utility, renewable energy, and other public finance bonds. Further, it is involved in insuring and reinsuring of non-U.S. public finance obligations comprising regulated utilities, infrastructure finance, sovereign and sub-sovereign, renewable energy bonds, pooled infrastructure, and other public finance obligations; and the U.S. and non-U.S. Structured finance obligations, including residential mortgage-backed securities, life insurance transactions, consumer receivables securities, pooled corporate obligations, financial products, and other structured finance securities. Additionally, the company offers specialty insurance and reinsurance that include life and aircraft residual value insurance transactions; and asset management services comprising investment advisory services, including management of collateralized loan obligations, and opportunity and liquid strategy funds. It markets its financial guaranty insurance directly to issuers and underwriters of public finance and structured finance securities, as well as to investors in such obligations. Assured Guaranty Ltd. was incorporated in 2003 and is headquartered in Hamilton, Bermuda.

At a Glance

Live Snapshot
Market Cap$3.24B
EPS10.2900
P/E Ratio7.11
Earnings Date08/06/2026
ago

Assured Guaranty Ltd. Street Expectations Map

AGO ยท NYSE

Wall Street analysts project that AGO stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 80.00, with estimates ranging from a low of 80.00 to a high of 80.00.

Lowest Target
80.00
9.39%
Consensus Target
80.00
9.39%
Highest Target
80.00
9.39%

The consensus 1-year price target stands at 80.00, with estimates ranging from a low of 80.00 to a high of 80.00.

Analyst Consensus Analysis

Upside Potential

+9.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

ago

Assured Guaranty Ltd. Forward Estimates of Revenue

AGO ยท NYSE
Latest Revenue
788.00M
FY 2025
Avg Estimate
840.38M
FY 2026
Estimate Range
793.33M - 895.77M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ago

Assured Guaranty Ltd. Forward Estimates of Net Income

AGO ยท NYSE
Latest Net Income
503.00M
FY 2025
Avg Estimate
350.31M
FY 2026
Estimate Range
326.79M - 373.83M
Analyst Spread

Forward Growth Analysis

Projected Growth-30.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

ago

Assured Guaranty Ltd. Forward Estimates of EPS

AGO ยท NYSE
Latest EPS
10.29
FY 2025
Avg Estimate
$7.10
FY 2026
Estimate Range
$6.62 - $7.57
Analyst Spread

Forward Growth Analysis

Projected Growth-31.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

ago

Assured Guaranty Ltd. Forward Estimates of EBIT

AGO ยท NYSE
Latest EBIT
751.00M
FY 2025
Avg Estimate
597.34M
FY 2026
Estimate Range
563.89M - 636.71M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

ago

Assured Guaranty Ltd. Forward Estimates of EBITDA

AGO ยท NYSE
Latest EBITDA
751.00M
FY 2025
Avg Estimate
597.34M
FY 2026
Estimate Range
563.89M - 636.71M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

ago

Assured Guaranty Ltd. Forward Estimates of SG&A Expense

AGO ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
202.05M
FY 2026
Estimate Range
190.74M - 215.37M
Analyst Spread

Forward Growth Analysis

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ago

Assured Guaranty Ltd. Insider Positioning

AGO ยท NYSE

During the last 12 months, insiders have sold $1.46M worth of AGO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

18.7K

1.46M

Net Activity

-1.5M

-$1.46M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
BR

Bailenson Robert

Officer: Chief Operating Officer

17.6K sharesโ€ข1 transactions

$1.38M

2
RL

Radtke Lorin

Director

1.0K sharesโ€ข1 transactions

$78K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.46M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.46M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.