Education
About Us
Working with TipRanks
Follow Us
Assured Guaranty Ltd (AGO)
NYSE:AGO
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.52Last Year’s EPS
1.44Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -4.65%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with significant growth in adjusted operating income and successful litigation outcomes. However, there were challenges, particularly related to Puerto Rico and UK water exposures. Despite these issues, the overall sentiment was positive due to strong results and strategic expansions.Company Guidance
During the first quarter of 2025, Assured Guaranty Limited reported strong financial performance, with adjusted operating income per share increasing to $3.18 from $1.96 in the previous year. Key valuation metrics reached new highs, with adjusted operating shareholders' equity at $117.40 per share, adjusted book value at $172.79, and shareholders' equity per share at $112.80. The company recorded a pretax gain of $103 million from the conclusion of litigation with Lehman Brothers International, contributing significantly to the quarterly results. New business production was $39 million of PVP, primarily from US public finance, which accounted for 65% of the total. Assured Guaranty also experienced substantial growth in secondary market bond insurance, with insured par rising by $376 million compared to all of 2024. The company's alternative investments delivered a total income of $59 million, achieving the highest quarterly level to date, while maintaining an inception-to-date annualized rate of return of 13%. Assured Guaranty continues to focus on strategic asset management and expanding its presence in various sectors and geographies, including a recent transaction in the French infrastructure space.Significant Increase in Adjusted Operating Income
Adjusted operating income per share was $3.18 for Q1 2025, up from $1.96 in Q1 2024, representing a 62% increase.
Successful Resolution of Lehman Brothers Litigation
The company recognized a pretax gain of $103 million from the resolution of litigation with Lehman Brothers International.
Strong Performance in US Public Finance
US public finance led with $25 million of PVP, capturing 64% of the primary market insured par sold and 58% of the insured transaction count.
Growth in Alternative Investments
Total first-quarter investment income from alternative investments was $59 million, the highest quarterly level to date, with a 13% annualized rate of return.
Increase in Secondary Market Bond Insurance
Activity in secondary market bond insurance increased substantially, producing $376 million of insured par, more than in all of 2024.
Expansion into European Markets
Post-quarter, the company guaranteed a transaction with XpFibre in France, marking its first primary financial guaranty in the French infrastructure space.
AGO Earnings History
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 |
|---|---|---|---|
May 08, 2025 | $88.10 | $87.06 | -1.18% |
Feb 27, 2025 | $91.48 | $86.65 | -5.28% |
Nov 11, 2024 | $88.56 | $90.39 | +2.07% |
Aug 07, 2024 | $75.13 | $73.35 | -2.37% |
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 Ltd (AGO) report earnings?
Assured Guaranty Ltd (AGO) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Assured Guaranty Ltd (AGO) earnings time?
Assured Guaranty Ltd (AGO) earnings time is at Aug 06, 2025, TBA Not 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 (Q2) is 1.52.