Assured Guaranty Declares Quarterly Dividend of $0.38
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 01 2026
0mins
Should l Buy AGO?
Source: seekingalpha
- Quarterly Dividend Declaration: Assured Guaranty has declared a quarterly dividend of $0.38 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is expected to attract income-seeking investors.
- Dividend Yield: The forward yield of 1.86% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock.
- Shareholder Record Date: The dividend will be payable on May 29, with a record date of May 15 and an ex-dividend date also on May 15, providing investors with a clear timeline for their investment decisions.
- Share Repurchase Plan: Assured Guaranty has also set a $500 million share repurchase target, aimed at enhancing earnings per share by reducing the number of shares outstanding, further increasing shareholder value and demonstrating the company's confidence in future growth.
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Analyst Views on AGO
Wall Street analysts forecast AGO stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 82.430
Low
94.00
Averages
104.00
High
110.00
Current: 82.430
Low
94.00
Averages
104.00
High
110.00
About AGO
Assured Guaranty Ltd. is a Bermuda-based holding company. Through its subsidiaries, the Company provides credit enhancement products to the United States and non-United States public finance, infrastructure and structured finance markets. The Company also participates in the asset management business through its ownership interest in Sound Point Capital Management, LP and certain of its investment management affiliates and in the annuity reinsurance business through Assured Life Reinsurance Ltd. Its segments include Insurance and Asset Management. Through its insurance subsidiaries, the Company applies its credit underwriting judgment, risk management skills and capital markets experience primarily to offer financial guaranty insurance that protects holders of debt instruments and other monetary obligations from defaults in scheduled payments. Asset management segment serves as an investment advisor to primarily collateralized loan obligations and opportunity funds.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Assured Guaranty Q1 2026 Earnings Highlights
- Strong Adjusted Earnings: Assured Guaranty reported an adjusted operating income of $2.50 per share for Q1 2026, with PVP nearly doubling to $73 million compared to the previous year, indicating significant financial performance improvement that boosts investor confidence.
- Stable Market Share: The company maintained a 53% insurance coverage in the U.S. municipal bond market, insuring $4 billion in par across primary and secondary markets, demonstrating its strong market position and ongoing business demand in municipal debt.
- Capital Allocation Strategy: The CFO announced a reduction in share repurchase targets to $30 million over the next three months to support growth in financial guaranty insurance and new annuity reinsurance businesses, reflecting a prudent approach to capital management.
- Growth Potential Assessment: Management indicated that Assured Life Re may require between $50 million and $150 million in capital over the next 18 months to support its growth initiatives, showcasing the company's positive outlook for future expansion.
See More
Assured Guaranty Reports Strong Q1 2026 Earnings with Significant Growth
- Adjusted Operating Income: Assured Guaranty reported an adjusted operating income of $115 million for Q1 2026, translating to $2.50 per share, which, while down from $162 million in Q1 2025, still indicates the company's resilience and profitability in a challenging market.
- New Business Production Surge: The company achieved $73 million in new business production (PVP) in Q1 2026, nearly doubling from $39 million in the same quarter of 2025, demonstrating significant progress in expanding its market presence and client base.
- Asset Management Segment Growth: The asset management segment generated $44 million in income for Q1 2026, nearly quadrupling from the previous year, highlighting the strong growth potential and demand in the asset management sector.
- Shareholder Return Strategy: Despite repurchasing 882,000 shares for $75 million at an average price of $85.58 per share in Q1 2026, the company plans to reduce buybacks over the next three months to allocate capital for growth opportunities, reflecting its focus on effective capital management.
See More
Assured Guaranty Q1 Earnings Beat Expectations
- Earnings Beat: Assured Guaranty's Q1 non-GAAP EPS of $2.50 exceeded expectations by $0.87, indicating strong profitability despite revenue challenges, which may bolster investor confidence.
- Revenue Decline: The company reported Q1 revenue of $182 million, a 23.8% year-over-year decrease, missing market expectations by $26.63 million, reflecting challenges in the current economic environment that could impact future performance.
- Share Repurchase Plan: Assured Guaranty outlines a $500 million share repurchase target, aiming to enhance EPS by reducing outstanding shares, demonstrating confidence in its value and potentially supporting stock price in the long run.
- New Business Launch: The launch of Assured Life Re aims to expand its leadership in the municipal bond market, and while facing revenue challenges, this initiative could provide new growth momentum moving forward.
See More
Assured Guaranty Declares Quarterly Dividend of $0.38
- Quarterly Dividend Declaration: Assured Guaranty has declared a quarterly dividend of $0.38 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is expected to attract income-seeking investors.
- Dividend Yield: The forward yield of 1.86% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock.
- Shareholder Record Date: The dividend will be payable on May 29, with a record date of May 15 and an ex-dividend date also on May 15, providing investors with a clear timeline for their investment decisions.
- Share Repurchase Plan: Assured Guaranty has also set a $500 million share repurchase target, aimed at enhancing earnings per share by reducing the number of shares outstanding, further increasing shareholder value and demonstrating the company's confidence in future growth.
See More
Assured Guaranty Declares Quarterly Dividend
- Quarterly Dividend Announcement: Assured Guaranty Ltd. declared a quarterly dividend of $0.38 per common share, payable on May 29, 2026, reflecting the company's stable cash flow and commitment to shareholder returns.
- Record Date for Shareholders: The record date for the dividend payment is May 15, 2026, ensuring that shareholders who own stock by this date will receive the dividend, thereby enhancing investor confidence in holding shares.
- Business Diversification: Assured Guaranty provides credit enhancement products through its subsidiaries across U.S. and non-U.S. public finance, infrastructure, and structured finance markets, showcasing its strong capabilities in diversified financial services.
- Asset Management Involvement: The company also participates in the asset management business through its ownership interest in Sound Point Capital Management, LP, indicating its comprehensive strength and potential for continued growth in the financial markets.
See More
Assured Guaranty Announces Q1 2026 Financial Results Release Date
- Earnings Release Schedule: Assured Guaranty Ltd. will issue its Q1 2026 financial results on May 7, 2026, at 4:00 PM ET, demonstrating the company's commitment to transparency and timely information disclosure.
- Investor Conference Call: The company will host an investor conference call on May 8, 2026, at 8:00 AM ET, providing a live interactive platform that enhances communication with investors and is expected to attract significant market interest.
- Webcast Replay Availability: A replay of the conference call will be available approximately three hours after the call ends and will remain accessible for one year, ensuring that investors who cannot participate live can still obtain key information, thereby improving information accessibility.
- Company Background: Assured Guaranty Ltd. is a publicly traded Bermuda-based holding company listed on the NYSE, focusing on providing credit enhancement products, showcasing its strong influence in the public finance and infrastructure markets.
See More
Assured Guaranty Q1 2026 Earnings Highlights
- Strong Adjusted Earnings: Assured Guaranty reported an adjusted operating income of $2.50 per share for Q1 2026, with PVP nearly doubling to $73 million compared to the previous year, indicating significant financial performance improvement that boosts investor confidence.
- Stable Market Share: The company maintained a 53% insurance coverage in the U.S. municipal bond market, insuring $4 billion in par across primary and secondary markets, demonstrating its strong market position and ongoing business demand in municipal debt.
- Capital Allocation Strategy: The CFO announced a reduction in share repurchase targets to $30 million over the next three months to support growth in financial guaranty insurance and new annuity reinsurance businesses, reflecting a prudent approach to capital management.
- Growth Potential Assessment: Management indicated that Assured Life Re may require between $50 million and $150 million in capital over the next 18 months to support its growth initiatives, showcasing the company's positive outlook for future expansion.
See More
Assured Guaranty Reports Strong Q1 2026 Earnings with Significant Growth
- Adjusted Operating Income: Assured Guaranty reported an adjusted operating income of $115 million for Q1 2026, translating to $2.50 per share, which, while down from $162 million in Q1 2025, still indicates the company's resilience and profitability in a challenging market.
- New Business Production Surge: The company achieved $73 million in new business production (PVP) in Q1 2026, nearly doubling from $39 million in the same quarter of 2025, demonstrating significant progress in expanding its market presence and client base.
- Asset Management Segment Growth: The asset management segment generated $44 million in income for Q1 2026, nearly quadrupling from the previous year, highlighting the strong growth potential and demand in the asset management sector.
- Shareholder Return Strategy: Despite repurchasing 882,000 shares for $75 million at an average price of $85.58 per share in Q1 2026, the company plans to reduce buybacks over the next three months to allocate capital for growth opportunities, reflecting its focus on effective capital management.
See More
Assured Guaranty Q1 Earnings Beat Expectations
- Earnings Beat: Assured Guaranty's Q1 non-GAAP EPS of $2.50 exceeded expectations by $0.87, indicating strong profitability despite revenue challenges, which may bolster investor confidence.
- Revenue Decline: The company reported Q1 revenue of $182 million, a 23.8% year-over-year decrease, missing market expectations by $26.63 million, reflecting challenges in the current economic environment that could impact future performance.
- Share Repurchase Plan: Assured Guaranty outlines a $500 million share repurchase target, aiming to enhance EPS by reducing outstanding shares, demonstrating confidence in its value and potentially supporting stock price in the long run.
- New Business Launch: The launch of Assured Life Re aims to expand its leadership in the municipal bond market, and while facing revenue challenges, this initiative could provide new growth momentum moving forward.
See More
Assured Guaranty Declares Quarterly Dividend of $0.38
- Quarterly Dividend Declaration: Assured Guaranty has declared a quarterly dividend of $0.38 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is expected to attract income-seeking investors.
- Dividend Yield: The forward yield of 1.86% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock.
- Shareholder Record Date: The dividend will be payable on May 29, with a record date of May 15 and an ex-dividend date also on May 15, providing investors with a clear timeline for their investment decisions.
- Share Repurchase Plan: Assured Guaranty has also set a $500 million share repurchase target, aimed at enhancing earnings per share by reducing the number of shares outstanding, further increasing shareholder value and demonstrating the company's confidence in future growth.
See More
Assured Guaranty Declares Quarterly Dividend
- Quarterly Dividend Announcement: Assured Guaranty Ltd. declared a quarterly dividend of $0.38 per common share, payable on May 29, 2026, reflecting the company's stable cash flow and commitment to shareholder returns.
- Record Date for Shareholders: The record date for the dividend payment is May 15, 2026, ensuring that shareholders who own stock by this date will receive the dividend, thereby enhancing investor confidence in holding shares.
- Business Diversification: Assured Guaranty provides credit enhancement products through its subsidiaries across U.S. and non-U.S. public finance, infrastructure, and structured finance markets, showcasing its strong capabilities in diversified financial services.
- Asset Management Involvement: The company also participates in the asset management business through its ownership interest in Sound Point Capital Management, LP, indicating its comprehensive strength and potential for continued growth in the financial markets.
See More
Assured Guaranty Announces Q1 2026 Financial Results Release Date
- Earnings Release Schedule: Assured Guaranty Ltd. will issue its Q1 2026 financial results on May 7, 2026, at 4:00 PM ET, demonstrating the company's commitment to transparency and timely information disclosure.
- Investor Conference Call: The company will host an investor conference call on May 8, 2026, at 8:00 AM ET, providing a live interactive platform that enhances communication with investors and is expected to attract significant market interest.
- Webcast Replay Availability: A replay of the conference call will be available approximately three hours after the call ends and will remain accessible for one year, ensuring that investors who cannot participate live can still obtain key information, thereby improving information accessibility.
- Company Background: Assured Guaranty Ltd. is a publicly traded Bermuda-based holding company listed on the NYSE, focusing on providing credit enhancement products, showcasing its strong influence in the public finance and infrastructure markets.
See More
