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Assured Guaranty (AGO)
:AGO
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Assured Guaranty (AGO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 26, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.57
Last Year’s EPS
1.27
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong performance in financial guarantee production and U.S. public finance, supported by record high adjusted book value per share and successful investment strategies. However, modest declines in quarterly operating income and challenges with specific investments like Brightline tempered the overall outlook.
Company Guidance
During the third quarter of 2025, Assured Guaranty Limited achieved significant financial milestones, reporting an adjusted book value per share of $181.37 and an adjusted operating shareholders' equity per share of $123.10, both record highs. The company generated an adjusted operating income of $6.77 per share, marking a 17% increase from the previous year. Financial guarantee production was robust, with $91 million in PVP for the quarter, a 44% increase from the prior year. Year-to-date, the company produced $194 million, with U.S. public finance contributing $152 million. The secondary market flourished, insuring $1.5 billion of par, a 2.5x increase from 2024. Global structured finance added $42 million of PVP year-to-date. The investment portfolio benefited from alternative investments, achieving an annualized internal rate of return of 13% through Sound Point and Assured Healthcare Partners. Additionally, the Board authorized the repurchase of an additional $100 million in common shares, increasing the total authorization to over $330 million.
Record High Adjusted Book Value Per Share
Adjusted book value per share reached $181.37, and adjusted operating shareholders' equity per share was $123.10, both setting new record highs by the end of the third quarter.
Increased Adjusted Operating Income
Year-to-date adjusted operating income was $6.77 per share, marking a 17% increase compared to the same period last year.
Strong Financial Guarantee Production
Third-quarter financial guarantee production was $91 million of PVP, 44% more than the same quarter last year and 42% more than the second quarter of 2025.
U.S. Public Finance Performance
U.S. public finance secondary market business insured $1.5 billion of par, 2.5 times the amount in 2024. U.S. municipal bond issuance increased by more than $50 billion in the first three quarters compared to the same period last year.
Investment Portfolio Success
Alternative investments, including those managed by Sound Point and Assured Healthcare Partners, have had an annualized internal rate of return of approximately 13% through September.
Share Repurchase Program
An additional $100 million in share repurchases was authorized, bringing the total authorization to over $330 million.

Assured Guaranty (AGO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AGO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 26, 2026
2025 (Q4)
1.57 / -
1.27
Nov 06, 2025
2025 (Q3)
1.42 / 2.57
2.426.20% (+0.15)
Aug 07, 2025
2025 (Q2)
1.48 / 1.01
1.44-29.86% (-0.43)
May 08, 2025
2025 (Q1)
2.67 / 3.18
1.9662.24% (+1.22)
Feb 27, 2025
2024 (Q4)
1.36 / 1.27
5.75-77.91% (-4.48)
Nov 11, 2024
2024 (Q3)
1.34 / 2.42
3.42-29.24% (-1.00)
Aug 07, 2024
2024 (Q2)
1.39 / 1.44
0.6140.00% (+0.84)
May 07, 2024
2024 (Q1)
1.32 / 1.96
1.1275.00% (+0.84)
Feb 27, 2024
2023 (Q4)
1.18 / 5.75
0.222513.64% (+5.53)
Nov 07, 2023
2023 (Q3)
1.12 / 3.42
2.1162.09% (+1.31)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AGO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$81.25$86.55+6.52%
Aug 07, 2025
$83.77$81.24-3.02%
May 08, 2025
$87.40$86.36-1.19%
Feb 27, 2025
$90.75$85.96-5.28%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Assured Guaranty (AGO) report earnings?
Assured Guaranty (AGO) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).
    What is Assured Guaranty (AGO) earnings time?
    Assured Guaranty (AGO) earnings time is at Feb 26, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is AGO EPS forecast?
          AGO EPS forecast for the fiscal quarter 2025 (Q4) is 1.57.
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