Assured Guaranty Ltd
Assured Guaranty Ltd (AGO) is listed on NYSE and classified in Insurance - Specialty, part of the Financial Services sector. It is headquartered in Hamilton, Bermuda and has 367 employees. The company is worth $3.09B and trades at 9.4x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $1.11B in fiscal 2025, up 27.3% from the year before. Net income was $503M. The share price is 23.9% below its 52-week high of $92.40. It pays a dividend yielding 2.16%, and has raised its annual dividend for 14 years in a row in our records. 7 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $111.67M. In that quarter, 4 of them opened or added to the position and 1 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +44.7% over 5Y.
today you would have $1,378.01▲ +37.8%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $89.87 | $90.01 | $74.83 | $62.26 | $50.20 | $31.49 | $49.02 | $38.28 | $33.87 | $37.77 | $26.43 | $25.99 | $23.59 | $14.23 | $13.14 | $17.70 | $21.76 | $11.40 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 19.6% a year plus a 2.2% dividend yield. Growth capped at 25%.
Median P/E of 13.2 among peers in the sector.
Median P/E of 7.8 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividend growing 6.1% a year against a 7.6% required return, from the stock’s beta.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| BKUBankUnited, Inc. | $43.76 | 11.4x | 1.1x | 3.02% | 9.36% | $3.12B |
| NMIHNMI Holdings, Inc. | $41.49 | 8.0x | 1.2x | 0.00% | 15.43% | $3.12B |
| SLDESlide Insurance Holdings, Inc. | $27.07 | 6.6x | 2.6x | 0.26% | 53.88% | $3.16B |
| PFSProvident Financial Services Inc |
| P/E | 7.8x | 8.8x | 13.1x | 6.1x | 32.4x | 9.6x | 7.5x | 12.3x | 8.2x | 5.7x | 5.8x | 3.7x | 4.2x | 5.5x | 25.0x | 3.2x | 6.9x | 33.0x | 14.8x |
| P/S | 2.9x | 3.6x | 5.2x | 3.0x | 5.1x | 3.9x | 2.2x | 4.7x | 3.9x | 2.2x | 2.8x | 1.6x | 2.0x | 2.7x | 2.9x | 1.3x | 2.5x | 4.4x | — |
| P/B | 0.7x | 0.7x | 0.8x | 0.7x | 0.7x | 0.5x | 0.4x | 0.7x | 0.6x | 0.6x | 0.7x | 0.6x | 0.7x | 0.8x | 0.6x | 0.5x | 0.9x | 1.1x | — |
| EPS | $10.26 | $6.87 | $12.30 | $1.92 | $5.23 | $4.19 | $4.00 | $4.68 | $5.96 | $6.56 | $7.08 | $6.26 | $4.30 | $0.57 | $4.16 | $2.56 | $0.66 | $0.77 |
| Dividend yield | 1.59% | 0.76% | 1.38% | 1.50% | 1.61% | 1.75% | 2.54% | 1.47% | 1.67% | 1.69% | 1.38% | 1.82% | 1.69% | 1.70% | 2.53% | 1.37% | 1.02% | 0.83% | 1.58% |
| Payout | 11.64% | 6.63% | 18.05% | 9.11% | 52.08% | 16.83% | 19.09% | 18.00% | 13.68% | 9.60% | 7.93% | 6.78% | 7.03% | 9.30% | 63.16% | 4.33% | 7.03% | 27.27% | 23.38% |
| Profit margin | 42.97% | 45.32% | 43.12% | 53.82% | 17.15% | 45.87% | 32.47% | 41.74% | 52.05% | 41.98% | 52.53% | 47.85% | 54.56% | 50.25% | 11.53% | 42.83% | 37.60% | 9.37% | 12.45% |
| ROE | 8.42% | 8.88% | 6.84% | 12.94% | 2.45% | 6.18% | 5.45% | 6.06% | 7.95% | 10.67% | 13.55% | 17.42% | 18.90% | 15.80% | 2.20% | 16.62% | 13.45% | 2.45% | 3.54% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
+58.0% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $23.12 |
| 9.6x |
| 1.0x |
| 4.15% |
| 11.14% |
| $3.02B |
| FHBFirst Hawaiian Inc | $26.13 | 11.4x | 1.1x | 3.98% | 10.32% | $3.18B |
| ABAlliancebernstein Holding L.p | $34.86 | 10.3x | 2.6x | 9.95% | 19.37% | $3.21B |