Assured Guaranty Ltd. filings document operating results, financial supplements and formal corporate disclosures for a Bermuda-based holding company whose subsidiaries provide credit enhancement to public finance, infrastructure and structured finance markets. Recent Form 8-K reports cover earnings releases, Regulation FD materials, fixed-income investor presentations and financial statements for subsidiaries including Assured Guaranty Inc., Assured Guaranty Re Ltd. and Assured Guaranty Re Overseas Ltd.
The filing record also discloses AGO common shares and Assured Guaranty US Holdings Inc. senior notes listed on the New York Stock Exchange, with related registrant guarantees. Proxy and current reports address director elections, shareholder voting results, executive compensation, officer transitions, governance matters and other capital-structure disclosures.
Assured Guaranty Ltd. made available Assured Guaranty Inc.’s September 30, 2026 Financial Supplement and its Fixed Income Investor Presentation for the period ended September 30, 2026, through the Investor Information section of its website.
Assured Guaranty Ltd. reported third-quarter 2026 revenue of $214 million, compared with $207 million a year earlier, while net income attributable to the company was $78 million versus $105 million. For the first nine months, revenue was $670 million versus $833 million and attributable net income was $205 million versus $384 million. Nine-month fair-value gains on derivatives were $17 million, compared with $110 million in 2025; foreign-exchange remeasurement was a $22 million loss versus a $93 million gain.
Comprehensive income attributable to Assured Guaranty was a $93 million loss in the first nine months, versus $590 million of income, alongside a $326 million net unrealized investment loss compared with a $203 million gain. Net cash provided by operating activities was $322 million versus $220 million. On January 21, 2026, the company acquired all outstanding share capital in Warwick Company (UK) Limited, the 100% indirect owner of Assured Life Re, for $158 million, subject to post-closing adjustments. The provisional bargain purchase gain was $6 million; acquisition accounting remains pending final valuation and purchase-price calculation. Nine-month share repurchases were $130 million, and dividends were $1.14 per share.
Assured Guaranty Ltd. (AGO) reported third-quarter 2026 net income attributable to AGL of $78 million, compared with $105 million a year earlier; diluted earnings per share were $1.75 versus $2.18. Adjusted operating income, a non-GAAP measure, was $86 million, down from $124 million, with adjusted diluted earnings per share of $1.94 versus $2.57. Financial guaranty gross written premiums were $127 million versus $75 million, while present value of new business production was $128 million versus $91 million.
Financial guaranty loss expense was $1 million, compared with a $31 million benefit in third quarter 2025; net economic loss development was a $27 million benefit. AGO returned $27 million to shareholders during the quarter, comprising $10 million in share repurchases and $17 million in dividends. As of September 30, 2026, adjusted book value per share was $192.60, compared with $186.43 as of December 31, 2025; shareholders’ equity per share was $122.91, versus $125.32 at year-end. Management attributed the decline in shareholders’ equity per share primarily to unrealized investment losses, largely amid rising interest rates.
Assured Guaranty Ltd (AGO) Chief Credit Officer Michael Gordon Winch reported direct holdings of 5,849 common shares as of October 1, 2026, including restricted stock units (RSUs). Each vested RSU delivers one common share.
ASSURED GUARANTY LTD (AGO) insider Dominic Frederico, President, CEO and Deputy Chairman, reported a bona fide gift of 23,331 Common Shares on 2026-08-20, for no consideration. After this gift, he directly holds 1,275,219.0034 Common Shares, including 275 shares acquired through the company’s Employee Stock Purchase Plan.
In addition, indirect holdings reported are 9,400 shares held by his wife, 200 shares held by his daughter, and 345,000 shares held by a family limited partnership. The filing indicates the Rule 10b5-1 checkbox was not selected for these transactions.
Assured Guaranty Ltd. reported that on August 7, 2026 it made new investor materials available on its website under a Regulation FD disclosure. The materials include the Assured Guaranty Inc. June 30, 2026 Financial Supplement and a Fixed Income Investor Presentation for the period ended June 30, 2026, accessible through the Investor Information section.
Assured Guaranty Ltd. reported Q2 2026 total revenues of $195 million and net income attributable to shareholders of $39 million, compared with $281 million and $103 million a year earlier. For the first six months, revenues were $456 million and net income $127 million versus $626 million and $279 million in 2025.
The company completed the $158 million acquisition of Assured Life Re, creating an annuity reinsurance segment that generated $25 million of revenue in the first half. Net expected loss to be paid across the insured portfolio increased to $192 million from $101 million at December 31, 2025, reflecting higher public finance loss expectations, including Brightline and PREPA, partly offset by structured finance recoveries. Operating cash flow improved to $230 million, while shareholders’ equity attributable to Assured Guaranty was $5.56 billion and common shares outstanding declined to 44.1 million after repurchases and dividends.
Assured Guaranty Ltd. reported second quarter 2026 net income attributable to common shareholders of $39 million, or $0.88 per diluted share, down from $103 million and $2.08 a year earlier, as lower foreign-exchange gains and $10 million of losses from alternative investments, including CLO equity, offset higher premiums and investment income. Adjusted operating income rose to $55 million, or $1.23 per diluted share, from $50 million and $1.01.
Gross written premiums were $81 million and present value of new business production $79 million in the quarter, with strong growth in U.S. and non-U.S. structured finance. Net economic loss development of $48 million, primarily related to Brightline Trains Florida LLC, increased total net expected losses to be paid to $192 million, although reported loss expense declined to $5 million as deferred premium revenue absorbed part of those losses.
Per-share valuation measures reached record highs: shareholders’ equity per share was $126.18, adjusted operating shareholders’ equity per share $129.94, and adjusted book value per share $189.72 as of June 30, 2026. Capital returned to shareholders in the quarter totaled $62 million, including $45 million of share repurchases and $17 million in dividends; year-to-date repurchases were $130 million, and the company has returned $6 billion since 2013.
Affiliates of Assured Guaranty Ltd, through AG Asset Strategies LLC, purchased 209,387.822 Common Shares of Beneficial Interest of Sound Point Direct Lending BDC on July 22, 2026 at $24.8343 per share. Following this open-market purchase, AG Asset Strategies LLC indirectly holds 1,212,106.269 shares, with the parent Assured Guaranty entities reported as indirect beneficial owners.
Assured Guaranty Ltd. reported a routine insider tax event for its CFO, Benjamin G. Rosenblum. On July 1, 2026, 1,156 Common Shares were disposed of at $81.39 per share to cover tax liabilities, as indicated by the tax-withholding code and footnote.
These shares were withheld rather than sold in the open market, so the transaction does not represent a discretionary sale. After this withholding, Rosenblum directly holds 61,448 Common Shares, showing that his overall equity position in the company remains substantial.