Assured Guaranty Ltd (AGO)
Assured Guaranty Ltd brought in $947M of revenue over the twelve months to September 30, 2026, down 4.2% from a year earlier. Net income was $324M, a net margin of 34.2%. At September 30, 2026 it held $247M in cash against $1.7B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.
Key facts about Assured Guaranty Ltd
- Net worth
- Assured Guaranty Ltd has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $5.4B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.1B (+27.3% year on year), with net income of $503M. Over the 12 months to September 30, 2026: revenue $947M, net income $324M.
- Cash flow
- In fiscal 2025 operations brought in $259M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Assured Guaranty Ltd's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Assured Guaranty Ltd declared dividends of $1.36 per share in fiscal 2025, a yield of 1.84% at the current price.
What Assured Guaranty Ltd does
Assured Guaranty Ltd is registered with the SEC under industry code SIC 6351 (Surety Insurance). Its shares trade on NYSE under the ticker AGO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.1B | $503M | $10.26 | n/a |
| 2024 | $872M | $376M | $6.87 | n/a |
| 2023 | $1.4B | $739M | $12.30 | n/a |
| 2022 | $723M | $124M | $1.92 | n/a |
| 2021 | $848M | $389M | $5.23 | n/a |
| 2020 | $1.1B | $362M | $4.19 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AGO ranks in Finance
Dividends
Assured Guaranty Ltd declared $1.36 per share in fiscal 2025. At the current price that is a yield of 1.84%. It paid out $68M in cash dividends, 14% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.36 | $68M | 14% |
| 2024 | $1.24 | $68M | 18% |
| 2023 | $1.12 | $67M | 9% |
| 2022 | $1.00 | $64M | 52% |
| 2021 | $0.88 | $66M | 17% |
| 2020 | $0.80 | $69M | 19% |
Latest SEC filings
What Assured Guaranty Ltd has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026
- November 6, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 3.4% to $214M versus the same quarter last year; diluted EPS $1.75 versus $2.18.
- November 5, 2026
- August 7, 2026
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 31% to $195M versus the same quarter last year; diluted EPS $0.88 versus $2.08.
- August 6, 2026
- June 18, 2026Passive stake (5% or more) SCHEDULE 13G
- May 28, 2026
- May 8, 2026
- May 8, 2026Quarterly report 10-Q · period to March 31, 2026Revenue fell 24% to $261M versus the same quarter last year; diluted EPS $1.91 versus $3.44.
Insider trades
What the people running Assured Guaranty Ltd did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 1 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 20, 2026 | Frederico DominicPresident/CEO/Deputy Chairman, Director | Gave as a gift | 23,331 | - |
| July 1, 2026 | Rosenblum Benjamin G.CFO | Shares withheld for tax | 1,156 | $94.1K |
| June 18, 2026 | Borges Francisco LDirector | Gave as a gift | 2,588 | - |
| June 17, 2026 | Borges Francisco LDirector | Gave as a gift | 24,159 | - |
| May 29, 2026 | Radtke LorinDirector | Sold | 1,047 | $77.8K |
| May 28, 2026 | Borges Francisco LDirector | Gave as a gift | 74 | - |
| May 21, 2026 | Borges Francisco LDirector | Gave as a gift | 427 | - |
| May 11, 2026 | Bailenson RobertChief Operating Officer | Sold | 17,647 | $1.4M |
Who owns AGO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 8.81% | April 28, 2026 |
| Vanguard Capital Management13G, passive | 5.12% | April 28, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 370 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 5,787,502 | +7,039 |
| Vanguard Portfolio Management LLC | 3,965,491 | +39,700 |
| Dimensional Fund Advisors LP | 3,027,991 | +16,240 |
| Vanguard Capital Management LLC | 1,916,655 | -49,038 |
| State Street Corp | 1,586,416 | +14,180 |
| First Trust Advisors LP | 1,518,088 | +161,453 |
| American Century Companies Inc | 1,403,093 | +86,964 |
| Aqr Capital Management LLC | 1,395,148 | +534,708 |
| Reinhart Partners, LLC. | 1,246,181 | -40,992 |
| River Road Asset Management, LLC | 1,160,270 | -731,108 |
| Royce & Associates LP | 1,060,397 | +78,250 |
| Fuller & Thaler Asset Management, Inc. | 820,652 | -29,001 |
| Principal Financial Group Inc | 754,859 | -25,714 |
| Gendell Jeffrey L | 726,136 | +480,714 |
| Geode Capital Management, LLC | 716,703 | -17,641 |
| Morgan Stanley | 594,406 | +24,392 |
| Goldman Sachs Group Inc | 573,964 | +2,614 |
| Norges Bank | 537,845 | new |
| Boston Partners | 486,458 | -89,432 |
| Northern Trust Corp | 444,566 | -3,728 |
Insiders
17 insiders reported holding 2,366,557 shares in total, about $174.6M at the last price.
| Holder | Shares |
|---|---|
| Frederico DominicPresident/CEO/Deputy Chairman, Director | 1,275,219 |
| Bailenson RobertChief Operating Officer | 256,251 |
| Chow LingGeneral Counsel and Secretary | 195,570 |
| Borges Francisco LDirector | 153,111 |
| Donnarumma StephenChief Credit Officer | 121,093 |
| Kreczko Alan JDirector | 70,047 |
| Rosenblum Benjamin G.CFO | 61,448 |
| Horn HollyChief Surveillance Officer | 52,566 |
| Howard Bonnie L.Director | 47,401 |
| Jones Thomas WDirector | 47,305 |
Questions about AGO
What does Assured Guaranty Ltd do?
Assured Guaranty Ltd is a company in the Finance sector, listed on NYSE as AGO. Its shares trade on NYSE under the ticker AGO.
What is Assured Guaranty Ltd's net worth?
Assured Guaranty Ltd has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $5.4B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Assured Guaranty Ltd profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $324M on revenue of $947M, a net margin of 34.2%.
How much revenue does Assured Guaranty Ltd make?
Over the twelve months to September 30, 2026 Assured Guaranty Ltd reported revenue of $947M. That is 4.2% less than a year earlier.
When did Assured Guaranty Ltd last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 30, 2026.
When is Assured Guaranty Ltd's next earnings report?
Assured Guaranty Ltd's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Assured Guaranty Ltd pay a dividend?
Yes. Assured Guaranty Ltd declared dividends of $1.36 per share in fiscal 2025, a yield of 1.84% at the current price.
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Where the numbers come from
Financial figures are the values Assured Guaranty Ltd tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.