Assured Guaranty Ltd Stock Price, News & Analysis

Assured Guaranty Ltd. (NYSE: AGO) reported strong Q1 2025 financial results with net income of $176 million ($3.44 per share), up 61% year-over-year. Adjusted operating income was $162 million ($3.18 per share), a 43% increase. The company achieved record levels in key metrics: shareholders' equity per share ($112.80), adjusted operating shareholders' equity per share ($117.40), and adjusted book value per share ($172.79). AGO dominated the U.S. municipal bond insurance market with 64% market share. The company returned $138 million to shareholders through $120 million in share repurchases and $18 million in dividends. A significant $103 million pre-tax gain was recognized from the successful LBIE litigation. Gross written premiums were $35 million, with total new business production (PVP) of $39 million.

Assured Guaranty (Europe) SA (AGE) has announced its first transaction in the European fibre sector, guaranteeing €75 million of notes issued by XpFibre Groupe. The notes, issued on April 30, 2025, are 13-year senior secured fixed-rate notes funded by a single U.S. investor to refinance existing debt. XpFibre Groupe is France's largest independent Fibre-to-the-Home operator. This marks AGE's first primary financial guarantee in French infrastructure since opening its Paris office in 2019. AGE, rated AA by S&P Global Ratings and AA+ by Kroll Bond Rating Agency, aims to expand its presence in the European fibre sector, targeting both primary and secondary markets.

Assured Guaranty Ltd. (NYSE:AGO) has announced the election of Antonio (Tony) Ursano, Jr. to its Board of Directors on May 2, 2025, expanding the board to 10 members. Ursano will serve on the Environmental and Social Responsibility, Finance and Risk Oversight committees.

Ursano brings significant insurance industry and investment banking expertise, having founded Insurance Advisory Partners, LLC in 2021. His previous roles include Group CFO of Hamilton Insurance Group, President of TigerRisk Partners, CEO of TigerRisk Capital Markets & Advisory, and Global Head of Financial Institutions Group at Banc of America Securities.

The appointment strengthens Assured Guaranty's leadership, as Ursano has been advising the company since its 2004 IPO through his various roles, including his current position at Insurance Advisory Partners.

Assured Guaranty Ltd. (NYSE:AGO) has announced a quarterly dividend payment of $0.34 per common share. The dividend will be paid on May 30, 2025, to shareholders of record as of May 16, 2025. Assured Guaranty is a Bermuda-based holding company that provides credit enhancement products to U.S. and international public finance, infrastructure, and structured finance markets. The company also maintains a presence in asset management through its ownership stake in Sound Point Capital Management, LP.

Assured Guaranty (NYSE:AGO) has scheduled the release of its first quarter 2025 financial results for May 8, 2025, after 4:00 p.m. Eastern Time. The company will host an investor conference call on May 9, 2025, at 8:00 a.m. Eastern Time, accessible via webcast or phone.

The financial results press release and Financial Supplement will be available in the Investor Information section of AssuredGuaranty.com. A replay of the conference call will be available for 90 days on the website and 30 days via telephone.

Assured Guaranty (NYSE: AGO) reported its Q4 and full-year 2024 financial results. In Q4 2024, the company posted net income of $18 million ($0.35 per share), while adjusted operating income was $66 million ($1.27 per share). Gross written premiums reached $186 million with present value of new business production at $121 million.

For full-year 2024, AGO achieved net income of $376 million ($6.87 per share) and adjusted operating income of $389 million ($7.10 per share). The company returned $570 million to shareholders through share repurchases ($502 million) and dividends ($68 million). Shareholders' equity per share increased to $108.80, while adjusted book value reached $170.12.

The company maintained strong market position with 61% of U.S. primary municipal market insured par sold in Q4 2024. Share price appreciated 20% during the year, continuing the momentum from 2023.

Assured Guaranty (NYSE: AGO) has announced a 10% increase in its quarterly dividend to $0.34 per common share, up from the previous $0.31. The dividend will be payable on March 19, 2025, to shareholders of record as of March 5, 2025.

This increase continues the company's track record of raising dividends annually since 2012. Assured Guaranty operates as a Bermuda-based holding company providing credit enhancement products to U.S. and international public finance, infrastructure, and structured finance markets. The company also maintains a presence in asset management through its ownership stake in Sound Point Capital Management, LP.

Assured Guaranty (NYSE:AGO) has announced it will release its financial results for the full year and fourth quarter ended December 31, 2024, after 4:00 p.m. Eastern Time on February 27, 2025. The company will host an investor conference call on February 28, 2025, at 8:00 a.m. Eastern Time.

The financial results press release and Financial Supplement will be available on the company's website. Investors can access the conference call via webcast or by phone, with replay options available for 90 days via webcast and 30 days via telephone. Assured Guaranty provides credit enhancement products to U.S. and non-U.S. public finance, infrastructure and structured finance markets, and has an ownership interest in Sound Point Capital Management, LP.

Assured Guaranty UK (AGUK) has issued £140 million in five-year debt service reserve (DSR) guarantees to Associated British Ports (ABP) Group. These guarantees replace existing liquidity facilities from relationship banks. The transaction represents a strategic move for ABP to diversify its capital base and secure long-term commitment. AGUK, rated AA by S&P Global Ratings, A1 by Moody's, and AA+ by Kroll Bond Rating Agency, sees this as an opportunity to expand its debt service guarantee services to key infrastructure corporate clients.