Assured Guaranty (AGO) Stock News

Assured Guaranty Ltd. (NYSE: AGO) reported strong Q2 2025 financial results with net income of $103 million ($2.08 per share). The company achieved record shareholders' equity per share of $117.10 and adjusted book value per share of $176.95 as of June 30, 2025.

Key highlights include gross written premiums of $85 million and present value of new business production of $64 million. The company demonstrated strong capital management, returning $150 million to shareholders through share repurchases ($131M) and dividends ($19M). The board authorized an additional $300 million for share repurchases.

In U.S. municipal business, AGO maintained market leadership with 64% of total insured par sold in H1 2025, while secondary market performance improved significantly, insuring nearly $900 million of par in the first half.

[ "Record shareholders' equity per share at $117.10, up from $108.80 in December 2024", "Net income increased 67% year-over-year to $5.54 per share in H1 2025", "Dominated U.S. municipal market with 64% share of insured par sold", "$300 million additional share repurchase authorization approved", "Secondary market success with $900 million par insured in H1 2025, 1.5x full year 2024", "$250 million stock redemption approved for U.S. Insurance Subsidiary" ]

Assured Guaranty (NYSE:AGO) has declared a quarterly dividend of $0.34 per common share. The dividend will be paid on September 3, 2025 to shareholders of record as of August 20, 2025.

Assured Guaranty is a Bermuda-based holding company that provides credit enhancement products to public finance, infrastructure, and structured finance markets through its subsidiaries. The company also has interests in asset management through its stake in Sound Point Capital Management, LP.

Assured Guaranty Ltd. (NYSE:AGO) announced that Kroll Bond Rating Agency (KBRA) has affirmed the AA+ insurance financial strength ratings with Stable Outlook for Assured Guaranty Inc. (AG) and its subsidiaries, Assured Guaranty UK Limited (AGUK) and Assured Guaranty (Europe) SA (AGE).

KBRA highlighted AG's robust capital position, strong risk management, and market leadership. The company achieved $32 billion in gross par origination in 2024, its highest annual total in over a decade, driven by strong U.S. municipal production and selective international infrastructure participation. The merger of Assured Guaranty Municipal Corp. into AG in 2024 has improved capital efficiency and simplified organizational structure.

Assured Guaranty Ltd. (NYSE:AGO) has scheduled the release of its second quarter 2025 financial results for August 7, 2025, after 4:00 p.m. Eastern Time. The company will host a conference call for investors on August 8, 2025, at 8:00 a.m. Eastern Time.

The financial results and supplementary materials will be accessible through the company's website at AssuredGuaranty.com. Investors can join the conference call via webcast or by phone, with replay options available for 30-90 days after the event.

Assured Guaranty (NYSE: AGO) has insured $600 million of Special Facilities Revenue Bonds for JFK New Terminal One (JFK NTO) project, as part of a larger $1.367 billion Series 2025 issuance. This marks AG's third transaction with JFK NTO, bringing their total insurance coverage to $2.2 billion out of the $5.9 billion bonds issued to date.

The bonds, issued by the New York Transportation Development Corporation, will benefit the JFK NTO consortium comprising Ferrovial Airports, JLC Infrastructure, Ullico Inc., and Carlyle. AG's coverage includes bonds due in 2038, 2043, 2045, 2060, and portions of term bonds due in 2050, 2055, and 2059. BofA Securities and Loop Capital Markets served as co-bookrunners, with Barclays as co-senior manager.

[ "Third successful transaction with JFK NTO demonstrates strong partnership and market confidence", "Total insurance coverage of $2.2 billion showcases significant market presence", "Diversified long-term bond portfolio spanning from 2038 to 2060" ]

Assured Guaranty (NYSE:AGO) announced that S&P Global Ratings has affirmed its insurance subsidiaries' AA financial strength ratings with a stable outlook. The rating agency highlighted AGO's robust capital position, which exceeds S&P's 'AAA' stress level requirements, and its well-diversified global underwriting strategy.

CEO Dominic Frederico emphasized the company's strong performance, noting that AGO has paid over $6 billion in net claims since 2007 while spending more than $6.5 billion on share repurchases and dividends. The company has also reduced its insured leverage by almost 60% during this period, demonstrating its commitment to maintaining excellent capital adequacy while expanding its global infrastructure and structured finance reach.

The Church Pension Fund (CPF) has announced two key leadership appointments to fill vacancies left by the late Very Rev. Sandye A. Wilson. Thomas W. Jones, founder and former senior partner of TWJ Capital LLC, has been elected to the Board of Trustees, while the Very Rev. Cynthia Briggs Kittredge has been elected as Vice Chair of the CPF Board.

Jones brings extensive financial experience from roles at Citigroup, TIAA-CREF, and currently serves on the boards of Assured Guaranty Ltd. (NYSE: AGO) and Jefferies Financial Group. Kittredge, Dean Emerita of the Seminary of the Southwest, has been serving on the CPF Board since 2022 and brings significant theological and academic expertise to her new role as Vice Chair.

Assured Guaranty Europe (AGE) has announced a guarantee for a €96 million loan to finance the A-127 road project in Aragon, Spain. The 23-year fixed-rate loan, bearing a 3.65% coupon, was provided by Bankinter, Kutxabank, and Unicaja Banco. The project involves expanding a 24-kilometer roadway between Tauste and Ejea de los Caballeros, and renovating a 14-kilometer stretch between Tauste and Gallur. AGE, rated AA by S&P and AA+ by Kroll, will guarantee principal and interest payments for this public-private partnership infrastructure project, which aims to improve connectivity and safety in the region.

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.