Market Dynamics: The Return of Value Investing
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AGO?
Source: Benzinga
- Global Economic Overview: While inflation continues to ease across major economies, uneven growth persists, and concerns over how AI will reshape margins and pricing power have led to volatility in the software sector, impacting credit markets.
- European Market Resilience: The Eurozone remains stable with fiscal support, despite modest deterioration in manufacturing and hiring trends, as strong performances in banks, commodities, and defense industries offset volatility tied to global technology concerns.
- Japan's Policy Shifts: Fiscal expansion linked to election promises has pushed bond yields higher in Japan, prompting markets to reassess debt and spending expectations, while corporate governance reforms and improving economic growth have supported stock performance.
- North American Rotation: With moderating inflation and a resilient labor market in the U.S., investors are increasingly favoring companies with strong balance sheets and predictable cash flows, leading to relative strength in energy and financial sectors.
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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: 86.730
Low
94.00
Averages
104.00
High
110.00
Current: 86.730
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.
Market Dynamics: The Return of Value Investing
- Global Economic Overview: While inflation continues to ease across major economies, uneven growth persists, and concerns over how AI will reshape margins and pricing power have led to volatility in the software sector, impacting credit markets.
- European Market Resilience: The Eurozone remains stable with fiscal support, despite modest deterioration in manufacturing and hiring trends, as strong performances in banks, commodities, and defense industries offset volatility tied to global technology concerns.
- Japan's Policy Shifts: Fiscal expansion linked to election promises has pushed bond yields higher in Japan, prompting markets to reassess debt and spending expectations, while corporate governance reforms and improving economic growth have supported stock performance.
- North American Rotation: With moderating inflation and a resilient labor market in the U.S., investors are increasingly favoring companies with strong balance sheets and predictable cash flows, leading to relative strength in energy and financial sectors.
See More
Multiple Companies Announce Quarterly Dividends
- Roper Technologies Dividend: Roper Technologies has declared a dividend of $0.91 per share, payable on April 22, 2026, to shareholders of record on April 6, 2026, indicating the company's strong cash flow and commitment to shareholder returns.
- Ecolab Dividend Record: Ecolab announced a quarterly cash dividend of $0.73 per share, payable on April 15, 2026, to shareholders of record at the close of business on March 17, 2026, marking 89 consecutive years of cash dividends, reflecting its stable profitability and shareholder value creation.
- DuPont Dividend Announcement: DuPont declared a quarterly dividend of $0.20 per share, payable on March 16, 2026, to shareholders of record on March 2, 2026, showcasing the company's robust financial position in the current economic environment.
- Omnicom Dividend Declaration: Omnicom announced a quarterly dividend of $0.80 per share, payable on April 9, 2026, to shareholders of record on March 11, 2026, demonstrating the company's ongoing commitment to shareholder returns and effective cash flow management.
See More
Assured Guaranty Increases Quarterly Dividend by 12%
- Dividend Increase: Assured Guaranty has declared a quarterly dividend of $0.38 per share, marking a 12% increase from the previous dividend of $0.34, which reflects the company's ongoing improvement in profitability and cash flow management, thereby boosting investor confidence.
- Stable Yield: Following this dividend adjustment, the forward yield stands at 1.75%, providing a relatively stable return in the current market environment, which is likely to attract income-seeking investors.
- Payment Schedule: The new dividend will be payable on March 20, with a record date of March 6 and an ex-dividend date also on March 6, ensuring that shareholders receive their earnings promptly, further solidifying the relationship between the company and its shareholders.
- Financial Health: The increase in Assured Guaranty's dividend reflects its strong financial health, with sustained profitability supporting future dividend payments and potential reinvestment, thereby enhancing market confidence in its long-term growth prospects.
See More
Assured Guaranty Declares 12% Increase in Quarterly Dividend
- Dividend Increase: Assured Guaranty Ltd. declared a quarterly dividend of $0.38 per share, marking a 12% increase from the previous $0.34 declared on November 5, 2025, reflecting the company's ongoing profitability and enhancing investor confidence.
- Payment Date: The dividend is set to be paid on March 20, 2026, with a record date of March 6, 2026, ensuring shareholders receive timely returns and further solidifying the relationship between the company and its investors.
- Market Positioning: As a publicly traded company based in Bermuda, Assured Guaranty focuses on providing credit enhancement products across U.S. and non-U.S. public finance, infrastructure, and structured finance markets, showcasing its significant role in the global financial landscape.
- Diversified Business: In addition to credit enhancement, Assured Guaranty participates in asset management through its ownership in Sound Point Capital Management, LP, and expands into annuity reinsurance via Assured Life Reinsurance Ltd., demonstrating its business diversity and risk resilience.
See More
Assured Guaranty to Release 2025 Financial Results on February 26
- Earnings Release Schedule: Assured Guaranty Ltd. will issue its financial results for the full year and fourth quarter ended December 31, 2025, on February 26, 2026, at 4:00 p.m. ET, providing detailed financial supplements to enhance investor understanding of the company's performance.
- Investor Conference Call: The company will host a conference call for investors on February 27, 2026, at 8:00 a.m. ET, which is expected to attract significant investor interest and further enhance market focus on the company's financial results.
- Webcast and Replay Availability: The conference call will be available via live webcast, and a replay will be accessible approximately three hours after the call, ensuring that investors who cannot attend live can still access critical information.
- Company Overview: Assured Guaranty Ltd. is a publicly traded holding company based in Bermuda, focusing on credit enhancement products and participating in public finance and infrastructure markets, showcasing its diversified presence in the financial services sector.
See More
Assured Guaranty Issues €175 Million DSR Guarantee for XpFibre Groupe
- Guarantee Transaction Completed: Assured Guaranty (AGE) issued a €175 million five-year debt service reserve guarantee for XpFibre Groupe on December 30, 2025, replacing part of an existing bank facility, demonstrating AGE's active role in the European infrastructure market.
- Strengthening Partnership: This transaction marks AGE's second collaboration with XpFibre Groupe, following the issuance of a 13-year senior secured fixed-rate guarantee in April 2025, indicating a deepening relationship with a major issuer in the French fiber sector.
- Competitive Market Advantage: AGE's DSR guarantee is viewed as a cost-effective alternative to traditional bank guarantees, with XpFibre Groupe recognizing its value, suggesting that AGE will increase its activity in the European fiber and telecom sectors in the coming years, enhancing its competitive edge.
- Rating Support: AGE holds an AA rating from S&P Global Ratings and an AA+ rating from Kroll Bond Rating Agency, reflecting its financial strength and market credibility, which provides robust support for future guarantee transactions.
See More
Market Dynamics: The Return of Value Investing
- Global Economic Overview: While inflation continues to ease across major economies, uneven growth persists, and concerns over how AI will reshape margins and pricing power have led to volatility in the software sector, impacting credit markets.
- European Market Resilience: The Eurozone remains stable with fiscal support, despite modest deterioration in manufacturing and hiring trends, as strong performances in banks, commodities, and defense industries offset volatility tied to global technology concerns.
- Japan's Policy Shifts: Fiscal expansion linked to election promises has pushed bond yields higher in Japan, prompting markets to reassess debt and spending expectations, while corporate governance reforms and improving economic growth have supported stock performance.
- North American Rotation: With moderating inflation and a resilient labor market in the U.S., investors are increasingly favoring companies with strong balance sheets and predictable cash flows, leading to relative strength in energy and financial sectors.
See More
Multiple Companies Announce Quarterly Dividends
- Roper Technologies Dividend: Roper Technologies has declared a dividend of $0.91 per share, payable on April 22, 2026, to shareholders of record on April 6, 2026, indicating the company's strong cash flow and commitment to shareholder returns.
- Ecolab Dividend Record: Ecolab announced a quarterly cash dividend of $0.73 per share, payable on April 15, 2026, to shareholders of record at the close of business on March 17, 2026, marking 89 consecutive years of cash dividends, reflecting its stable profitability and shareholder value creation.
- DuPont Dividend Announcement: DuPont declared a quarterly dividend of $0.20 per share, payable on March 16, 2026, to shareholders of record on March 2, 2026, showcasing the company's robust financial position in the current economic environment.
- Omnicom Dividend Declaration: Omnicom announced a quarterly dividend of $0.80 per share, payable on April 9, 2026, to shareholders of record on March 11, 2026, demonstrating the company's ongoing commitment to shareholder returns and effective cash flow management.
See More
Assured Guaranty Increases Quarterly Dividend by 12%
- Dividend Increase: Assured Guaranty has declared a quarterly dividend of $0.38 per share, marking a 12% increase from the previous dividend of $0.34, which reflects the company's ongoing improvement in profitability and cash flow management, thereby boosting investor confidence.
- Stable Yield: Following this dividend adjustment, the forward yield stands at 1.75%, providing a relatively stable return in the current market environment, which is likely to attract income-seeking investors.
- Payment Schedule: The new dividend will be payable on March 20, with a record date of March 6 and an ex-dividend date also on March 6, ensuring that shareholders receive their earnings promptly, further solidifying the relationship between the company and its shareholders.
- Financial Health: The increase in Assured Guaranty's dividend reflects its strong financial health, with sustained profitability supporting future dividend payments and potential reinvestment, thereby enhancing market confidence in its long-term growth prospects.
See More
Assured Guaranty Declares 12% Increase in Quarterly Dividend
- Dividend Increase: Assured Guaranty Ltd. declared a quarterly dividend of $0.38 per share, marking a 12% increase from the previous $0.34 declared on November 5, 2025, reflecting the company's ongoing profitability and enhancing investor confidence.
- Payment Date: The dividend is set to be paid on March 20, 2026, with a record date of March 6, 2026, ensuring shareholders receive timely returns and further solidifying the relationship between the company and its investors.
- Market Positioning: As a publicly traded company based in Bermuda, Assured Guaranty focuses on providing credit enhancement products across U.S. and non-U.S. public finance, infrastructure, and structured finance markets, showcasing its significant role in the global financial landscape.
- Diversified Business: In addition to credit enhancement, Assured Guaranty participates in asset management through its ownership in Sound Point Capital Management, LP, and expands into annuity reinsurance via Assured Life Reinsurance Ltd., demonstrating its business diversity and risk resilience.
See More
Assured Guaranty to Release 2025 Financial Results on February 26
- Earnings Release Schedule: Assured Guaranty Ltd. will issue its financial results for the full year and fourth quarter ended December 31, 2025, on February 26, 2026, at 4:00 p.m. ET, providing detailed financial supplements to enhance investor understanding of the company's performance.
- Investor Conference Call: The company will host a conference call for investors on February 27, 2026, at 8:00 a.m. ET, which is expected to attract significant investor interest and further enhance market focus on the company's financial results.
- Webcast and Replay Availability: The conference call will be available via live webcast, and a replay will be accessible approximately three hours after the call, ensuring that investors who cannot attend live can still access critical information.
- Company Overview: Assured Guaranty Ltd. is a publicly traded holding company based in Bermuda, focusing on credit enhancement products and participating in public finance and infrastructure markets, showcasing its diversified presence in the financial services sector.
See More
Assured Guaranty Issues €175 Million DSR Guarantee for XpFibre Groupe
- Guarantee Transaction Completed: Assured Guaranty (AGE) issued a €175 million five-year debt service reserve guarantee for XpFibre Groupe on December 30, 2025, replacing part of an existing bank facility, demonstrating AGE's active role in the European infrastructure market.
- Strengthening Partnership: This transaction marks AGE's second collaboration with XpFibre Groupe, following the issuance of a 13-year senior secured fixed-rate guarantee in April 2025, indicating a deepening relationship with a major issuer in the French fiber sector.
- Competitive Market Advantage: AGE's DSR guarantee is viewed as a cost-effective alternative to traditional bank guarantees, with XpFibre Groupe recognizing its value, suggesting that AGE will increase its activity in the European fiber and telecom sectors in the coming years, enhancing its competitive edge.
- Rating Support: AGE holds an AA rating from S&P Global Ratings and an AA+ rating from Kroll Bond Rating Agency, reflecting its financial strength and market credibility, which provides robust support for future guarantee transactions.
See More
