FY2026 Earnings Forecast for AGO Issued By DOWLING & PARTN

Key Points

• DOWLING & PARTN set Assured Guaranty’s FY2026 EPS estimate at $6.60, below the current consensus estimate of $7.55. The firm also projected FY2027 EPS of $6.05 and FY2028 EPS of $6.80.
• Assured Guaranty reported better-than-expected quarterly results, with EPS of $2.50 versus the $1.50 consensus and revenue of $261 million versus $208.63 million expected. Even so, revenue fell 24.3% year over year.
• The stock was trading down 1.7% at $74.89, near its 52-week low of $74.18, while analysts overall rate it Moderate Buy with an average price target of $92.33. The company also announced a quarterly dividend of $0.38 per share, yielding about 2.0%.

Assured Guaranty Ltd. (NYSE:AGO - Free Report) - Stock analysts at DOWLING & PARTN issued their FY2026 earnings per share estimates for shares of Assured Guaranty in a research note issued on Wednesday, May 20th. DOWLING & PARTN analyst G. Dunn forecasts that the financial services provider will post earnings of $6.60 per share for the year. The consensus estimate for Assured Guaranty's current full-year earnings is $7.55 per share. DOWLING & PARTN also issued estimates for Assured Guaranty's FY2027 earnings at $6.05 EPS and FY2028 earnings at $6.80 EPS.

Several other research firms have also recently weighed in on AGO. Weiss Ratings cut Assured Guaranty from a "buy (b)" rating to a "buy (b-)" rating in a research note on Wednesday, May 13th. Roth Mkm cut Assured Guaranty from a "buy" rating to a "neutral" rating and set a $80.00 target price on the stock. in a research note on Friday, May 8th. Wall Street Zen raised Assured Guaranty from a "sell" rating to a "hold" rating in a research note on Saturday, May 2nd. UBS Group raised Assured Guaranty from a "neutral" rating to a "buy" rating and set a $94.00 target price on the stock in a research note on Monday, May 18th. Finally, Keefe, Bruyette & Woods lowered their target price on Assured Guaranty from $108.00 to $103.00 and set an "outperform" rating on the stock in a research note on Thursday, March 19th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $92.33.

Assured Guaranty Trading Down 1.7%

NYSE:AGO opened at $74.89 on Thursday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.63 and a quick ratio of 0.63. Assured Guaranty has a fifty-two week low of $74.18 and a fifty-two week high of $92.39. The stock's 50-day moving average is $80.65 and its two-hundred day moving average is $85.17. The stock has a market cap of $3.32 billion, a PE ratio of 8.60 and a beta of 0.81.

Assured Guaranty (NYSE:AGO - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The financial services provider reported $2.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.50 by $1.00. The firm had revenue of $261.00 million for the quarter, compared to the consensus estimate of $208.63 million. Assured Guaranty had a return on equity of 6.98% and a net margin of 40.45%.The business's revenue for the quarter was down 24.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.18 EPS.

Institutional Investors Weigh In On Assured Guaranty

Several large investors have recently made changes to their positions in AGO. M&T Bank Corp lifted its holdings in Assured Guaranty by 156.4% in the 4th quarter. M&T Bank Corp now owns 49,522 shares of the financial services provider's stock worth $4,743,000 after purchasing an additional 30,208 shares during the last quarter. IMC Chicago LLC acquired a new stake in Assured Guaranty in the 4th quarter worth approximately $1,446,000. American Century Companies Inc. lifted its holdings in Assured Guaranty by 8.8% in the 3rd quarter. American Century Companies Inc. now owns 1,145,054 shares of the financial services provider's stock worth $96,929,000 after purchasing an additional 92,148 shares during the last quarter. Public Sector Pension Investment Board lifted its holdings in Assured Guaranty by 7.5% in the 3rd quarter. Public Sector Pension Investment Board now owns 193,640 shares of the financial services provider's stock worth $16,392,000 after purchasing an additional 13,575 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in Assured Guaranty by 12.2% in the 3rd quarter. First Trust Advisors LP now owns 1,333,024 shares of the financial services provider's stock worth $112,840,000 after purchasing an additional 144,841 shares during the last quarter. Institutional investors own 92.22% of the company's stock.

Insiders Place Their Bets

In related news, Director Francisco L. Borges sold 123,750 shares of the business's stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $80.22, for a total value of $9,927,225.00. Following the completion of the sale, the director owned 176,952 shares of the company's stock, valued at approximately $14,195,089.44. The trade was a 41.15% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Dominic Frederico sold 29,998 shares of the business's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $81.41, for a total value of $2,442,137.18. Following the completion of the sale, the chief executive officer directly owned 1,264,295 shares of the company's stock, valued at approximately $102,926,255.95. The trade was a 2.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 224,969 shares of company stock worth $18,027,948 in the last quarter. Corporate insiders own 5.70% of the company's stock.

Assured Guaranty Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be paid a $0.38 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $1.52 annualized dividend and a dividend yield of 2.0%. Assured Guaranty's payout ratio is presently 17.45%.

About Assured Guaranty

Assured Guaranty Ltd is a Bermuda-domiciled provider of financial guaranty insurance and reinsurance products serving public finance, infrastructure and structured finance markets. The company's primary business activity is credit enhancement, whereby it guarantees the timely payment of principal and interest on debt obligations issued by municipal and infrastructure entities. By combining rigorous risk assessment with active portfolio management, Assured Guaranty helps issuers access capital at more attractive rates while protecting investors against credit events.

In its public finance segment, the company underwrites municipal bond insurance for state and local governments, public-private partnerships and essential infrastructure projects.

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