Assured Guaranty (AGO)
Insures municipal and structured-finance obligations while participating in asset management.
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Provides financial-guaranty insurance for U.S. and non-U.S. public-finance, infrastructure and structured-finance markets. The Bermuda holding company also participates in asset management and has added a life-and-annuity reinsurance platform.
Wholly owned insurance subsidiaries provide credit-protection products for public-finance, infrastructure and structured-finance markets in the United States and internationally. Financial-guaranty insurance protects holders of debt securities and other monetary obligations from scheduled-payment default.
Underwriting, exposure limits, credit policy, surveillance, risk management and financial-strength ratings shape the operating model. The insurance platform combines legacy monoline operations, including the former Assured Guaranty Municipal Corp., which merged into Assured Guaranty Inc. in 2024.
Asset-management participation comes through an ownership interest in the combined Sound Point Capital Management business. Assured Life Reinsurance, added in 2026, is planned to focus on fixed-term annuities and pension-risk-transfer annuities.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | UBS | Target | Target: $94 | Target: $91 |
| May 19, 2026 | UBS | Upgrade | ||
| May 8, 2026 | Roth Capital | Target | Target: — | Target: $80 |
| Nov 17, 2025 | UBS | Reiterate | Rating: —Target: $92 | Target: $94 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $7.13B · Total debt $1.71B · Total assets $12.64B · Shareholders' equity $5.56B
- Revenue
- $197.0M
- Operating income
- $49.0M
- Net income
- $39.0M
HistoryDividendAnnual yield
| Institutions | 94.04% | 41.64M shares | |
|---|---|---|---|
| 376 holders · as of Jun 30, 2026 | |||
| Insiders | 2.46% | 1.09M shares | |
| 16 holders · as of Jul 6, 2026 | |||
| Other | 3.50% | 1.55M shares | |
| remainder | |||
44.28M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.07% | 5.79M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.95% | 3.97M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.84% | 3.03M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.33% | 1.92M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.58% | 1.59M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Lorin Radtke | director | −1,047 | $74.32 |
| May 11, 2026 | Robert Bailenson | officer: Chief Operating Officer | −50,000 | $78.62 |
| Mar 30, 2026 | Francisco L. Borges | director | −123,750 | $80.22 |
| Mar 23, 2026 | Dominic Frederico | director, officer: President/CEO/Deputy Chairman | −29,998 | $81.41 |
| Mar 20, 2026 | Dominic Frederico | director, officer: President/CEO/Deputy Chairman | −20,002 | $81.06 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Assured Guaranty | $70.74 | −0.07% | $3.15B | 9.7 | 10.5 | 3.6 | −2.0% |
| Reinsurance Group of America | $245.82 | +0.01% | $16.06B | 10.8 | 8.6 | 0.6 | +18.2% |
| Apollo Global Management | $124.15 | −0.04% | $73.67B | 28.6 | 12.7 | 2.0 | +63.7% |
| KKR | $98.44 | −0.03% | $90.53B | 31.7 | 14.0 | 4.3 | −44.8% |
| Brookfield Wealth Solutions | $37.83 | +0.08% | $12.65B | 519.0 | — | 1.1 | +41.4% |
| Median | 30.2 | 12.7 | 1.6 | +29.8% |