Surety Insurance · SIC 6351

ASSURED GUARANTY LTD

AGO

Watch

Latest revenue

$82.0M

as of 2026-03-31

Latest net income

$88.0M

as of 2026-03-31

Net margin

107.3%

as of 2026-03-31

Price · 5Y

+12.0% / yr 1.8 pts / yr vs S&P 500 75.8% total
Compare:

Live market

delayed ≤15 min
$76.89
2.26%
Market cap
$3.40B
Enterprise value
$3.40B
P/E (trailing)
6.8×
Forward P/E
P/B
Dividend yield
1.9%
52-wk high
$92.39
52-wk low
$74.18
Beta
Shares out
44.3M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Overview Assured Guaranty Ltd. (AGL and, together with its subsidiaries, Assured Guaranty or the Company) is a Bermuda-based holding company that provides, through its wholly-owned operating subsidiaries, credit protection products to the U.S. and non-U.S. public finance (including infrastructure) and structured finance markets. Assured Guaranty also participates in the asset management business. Through its financial guaranty insurance subsidiaries, the Company applies its credit underwriting judgment, risk management skills and capital markets experience primarily to offer financial guaranty insurance, including nonpayment insurance, that protects holders of debt…

AI summary unavailable — showing raw filing excerpt

Generated from AGO's filing dated 2026-02-27

Key risks

AI

ITEM 1A. RISK FACTORS You should carefully consider the following information, together with the information contained in AGL’s other filings with the SEC. The risks and uncertainties discussed below are not the only ones the Company faces. However, these are the risks that the Company’s management believes are material. The Company may face additional risks or uncertainties that are not presently known to the Company or that management currently deems immaterial, and such risks or uncertainties also may impair its business or results of operations. The risks discussed below could result in a significant or material adverse effect on the Company’s financial condition, results of operations,…

AI summary unavailable — showing raw filing excerpt

Generated from AGO's filing dated 2026-02-27

Profitability

Net margin

45.3%

5.1%

Return on equity

8.9%

29.8%

Return on assets

4.1%

30.8%

Leverage

Debt / equity

1.15×

1.3%

Long-term debt / equity

0.30×

2.7%

Debt / assets

53.5%

0.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$82.0M-5.7%$88.0M-50.0%107.3%

Q4 2025

2025-12-31

$840.0M-3.7%$119.0M+561.1%14.2%

Q3 2025

2025-09-30

$94.0M$105.0M-38.6%111.7%

Q2 2025

2025-06-30

$89.0M$103.0M+32.1%115.7%

Q1 2025

2025-03-31

$87.0M$176.0M+61.5%202.3%

Q4 2024

2024-12-31

$872.0M$18.0M2.1%

Q3 2024

2024-09-30

$0$171.0M+8.9%

Q2 2024

2024-06-30

$0-100.0%$78.0M-37.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surety Insurance · SIC 6351

No data yet for industry average

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Insider activity

Insider buying

$6.0M

Insider selling

$23.8M

Net activity

−$17.8M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Robert Bailenson

Chief Operating Officer

Sale17,647$78.24$1.4M
2026-05-11

Robert Bailenson

Chief Operating Officer

Sale32,353$78.82$2.6M
2026-04-30

ASSURED GUARANTY LTD / Assured Guaranty US Holdings Inc. / Assured Guaranty Municipal Holdings Inc. / Assured Guaranty Inc. / AG Asset Strategies LLC

10%+ owner

Purchase242,718$24.72$6.0M
2026-03-30

Francisco L Borges

Director

Sale123,750$80.22$9.9M
2026-03-23

Dominic Frederico

President/CEO/Deputy Chairman

Sale29,998$81.41$2.4M
2026-03-20

Dominic Frederico

President/CEO/Deputy Chairman

Sale20,002$81.06$1.6M
2026-03-04

Lorin Radtke

Director

Sale1,219$87.14$106.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AGO

Institutional value

$2.15B

Total shares held

26.7M

Distinct holders

232

-127 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.5.8M$471.0M+218.1K (+3.9%)Added
2VANGUARD PORTFOLIO MANAGEMENT LLC3.9M$319.9MNew
3DIMENSIONAL FUND ADVISORS LP3.0M$245.4M-141.9K (-4.5%)Trimmed
4VANGUARD CAPITAL MANAGEMENT LLC2.0M$160.2MNew
5River Road Asset Management, LLC1.9M$154.1M+5.5K (+0.3%)Added
6FIRST TRUST ADVISORS LP1.4M$110.5M-107.6K (-7.3%)Trimmed
7REINHART PARTNERS, LLC.1.3M$104.9M+24.5K (+1.9%)Added
8ROYCE & ASSOCIATES LP982.1K$80.0M-1.2K (-0.1%)Trimmed
9PRINCIPAL FINANCIAL GROUP INC780.6K$63.6M-25.4K (-3.1%)Trimmed
10Boston Partners575.9K$46.9M-190.8K (-24.9%)Trimmed
11FRANKLIN RESOURCES INC384.5K$31.3M+112.0K (+41.1%)Added
12Bank of New York Mellon Corp298.2K$24.3M-10.3K (-3.3%)Trimmed
13VANGUARD FIDUCIARY TRUST CO269.6K$22.0MNew
14Invesco Ltd.197.4K$16.1M+3.3K (+1.7%)Added
15Public Sector Pension Investment Board188.2K$15.3M+9.7K (+5.4%)Added
16BNP PARIBAS FINANCIAL MARKETS171.4K$14.0M+29.0K (+20.4%)Added
17LRI Investments, LLC170.1K$13.9M-126.7K (-42.7%)Trimmed
18UBS Group AG159.5K$13.0M-25.6K (-13.9%)Trimmed
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145.5K$11.9M-1.1K (-0.8%)Trimmed
20Allianz Asset Management GmbH132.3K$10.8M+20.7K (+18.5%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once AGO's latest filing finishes processing.