Assured Guaranty Dirección
Dirección controles de criterios 3/4
El CEO de Assured Guaranty es Dominic Frederico , nombrado en Dec 2003, tiene una permanencia de 22.67 años. compensación anual total es $13.84M, compuesta por 9% salario y 91% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.47% de las acciones de la empresa, por valor de $128.65M. La antigüedad media del equipo directivo y de la junta directiva es de 7.5 años y 11 años, respectivamente.
Información clave
Dominic Frederico
Chief Executive Officer (CEO)
US$13.8m
Compensación total
| Porcentaje del salario del CEO | 9.03% |
| Permanencia del CEO | 22.7yrs |
| Participación del CEO | 3.5% |
| Permanencia media de la dirección | 7.5yrs |
| Promedio de permanencia en la Junta Directiva | 11yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 24
AGO: Earnings Resilience And Cash Generation Will Support Future Upside Potential
Analysts have lifted their price target on Assured Guaranty to $94, citing the stock's current discount to operating book value, the company's market leadership, and what they see as resilient, cash-generative earnings that support a modest reset in growth and margin expectations. Analyst Commentary Analysts are reassessing Assured Guaranty with a focus on how its market position, valuation and recent headlines interact.Artículo de análisis • Jun 18
Assured Guaranty (AGO) Stock Could Be 16.3% Undervalued Despite Weaker Analyst Forecasts
Analyst concerns put Assured Guaranty stock under the spotlight Fresh analyst projections pointing to a 24% revenue decline over the next year and weaker earnings per share have put Assured Guaranty (AGO) in focus after a 16.5% six month share price drop. See our latest analysis for Assured Guaranty. At the latest share price of US$77.25, Assured Guaranty’s short term picture reflects pressure, with the 90 day share price return down 5.83% and year to date share price return down 12.95%,...Actualización de narrativa • Jun 10
AGO: Earnings Resilience And AI Expansion Will Support Future Upside Potential
Analysts have kept their fair value estimate for Assured Guaranty steady at $92.33 while refining key model inputs only slightly, highlighting recent upgrade activity and the stock's discount to operating book value, along with its earnings resilience, as key supports for their updated price view. Analyst Commentary Street research on Assured Guaranty has been mixed recently, with some bullish analysts highlighting value upside and franchise strength, while more cautious voices focus on headline risk and earlier target reductions.Actualización de narrativa • May 26
AGO: Earnings Resilience And Buybacks Will Support Future Upside Potential
Assured Guaranty’s analyst fair value estimate has shifted from $102.33 to $92.33 as analysts weigh a higher discount rate against stronger assumptions for revenue growth, profit margins and a lower future P/E, while also highlighting the stock’s current discount to operating book value and the company’s earnings resilience. Analyst Commentary Recent Street research on Assured Guaranty reflects a mix of constructive and cautious views, with attention on valuation, earnings durability and headline risk from specific exposures.Seeking Alpha • May 12
Assured Guaranty's Selloff Has Created A Strong Buying Opportunity
Summary Assured Guaranty (AGO) trades at a steep 39.8% of adjusted book value per share, despite strong compounding and robust capital allocation. Management’s strategic pivot reduces buybacks to fund growth in financial guaranty and annuity reinsurance, signaling a focus on organic expansion. Q1 2026 results were strong, with adjusted operating income of $2.50/share and new business production nearly doubling year-over-year. I see a compelling value disconnect; AGO’s respected guarantees, solid credit portfolio, and diversified growth justify a fair value above $100/share. Read the full article on Seeking AlphaActualización de narrativa • May 01
AGO: Share Repurchases And Dividend Increase Will Support Upside Potential
Analysts have trimmed their price target on Assured Guaranty by about $4, citing updated assumptions that include a different fair value estimate, a slightly higher discount rate, and revised expectations for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research around the lower price target centers on updated valuation work rather than a single fundamental event.Artículo de análisis • Aug 01
There's No Escaping Assured Guaranty Ltd.'s (NYSE:AGO) Muted Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Artículo de análisis • May 01
Lacklustre Performance Is Driving Assured Guaranty Ltd.'s (NYSE:AGO) Low P/E
With a price-to-earnings (or "P/E") ratio of 11.7x Assured Guaranty Ltd. ( NYSE:AGO ) may be sending bullish signals at...Artículo de análisis • Feb 18
We Ran A Stock Scan For Earnings Growth And Assured Guaranty (NYSE:AGO) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Jan 23
Assured Guaranty Ltd.'s (NYSE:AGO) Low P/E No Reason For Excitement
Assured Guaranty Ltd.'s ( NYSE:AGO ) price-to-earnings (or "P/E") ratio of 6.4x might make it look like a strong buy...Seeking Alpha • Dec 27
Assured Guaranty Stock: Why It's Not For Me
Summary Assured Guaranty is a leading financial guaranty insurance provider with a stable AA rating, operating primarily in the U.S. and internationally. AGO has outperformed peers with a 437% total return, despite no recent growth and declining revenues and net income over the past decade. Assured Guaranty has maintained per-share performance by repurchasing 75% of its shares since 2012, supporting a 10% CAGR in book value per share. AGO stock's valuation is fair at 1.16x adjusted book value and 12x forward P/E, but risks include systemic credit events and international exposure. Read the full article on Seeking AlphaArtículo de análisis • Nov 04
With EPS Growth And More, Assured Guaranty (NYSE:AGO) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • Oct 06
Benign Growth For Assured Guaranty Ltd. (NYSE:AGO) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 6.1x Assured Guaranty Ltd. ( NYSE:AGO ) may be sending very bullish...
Nueva narrativa • Sep 02
Merger And Share Repurchase To Boost Efficiency But Facing Diminishing Margins And Legal Risks
Merger with Assured Guaranty Inc. aims for capital efficiency and operating improvements, indicating potential for future cost savings and operational effectiveness.Seeking Alpha • Aug 09
Assured Guaranty's Accretive Buybacks Continue To Grow Intrinsic Value
Summary Assured Guaranty common stock offers a significant discount to intrinsic value, providing attractive returns for investors. AGO's management has effectively utilized share buybacks, maintaining profitability and capital strength despite economic challenges. AGO's strong Q2 results, low exposure to below investment grade assets, and potential for future growth make it an appealing investment opportunity. Read the full article on Seeking AlphaArtículo de análisis • Jul 29
Here's Why We Think Assured Guaranty (NYSE:AGO) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • Jun 05
Why Investors Shouldn't Be Surprised By Assured Guaranty Ltd.'s (NYSE:AGO) Low P/E
Assured Guaranty Ltd.'s ( NYSE:AGO ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy...Artículo de análisis • Apr 28
Here's Why Assured Guaranty (NYSE:AGO) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Feb 25
Assured Guaranty (NYSE:AGO) Will Pay A Larger Dividend Than Last Year At $0.31
Assured Guaranty Ltd.'s ( NYSE:AGO ) periodic dividend will be increasing on the 20th of March to $0.31, with investors...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$411m |
| Dec 31 2025 | US$14m | US$1m | US$499m |
| Sep 30 2025 | n/a | n/a | US$400m |
| Jun 30 2025 | n/a | n/a | US$464m |
| Mar 31 2025 | n/a | n/a | US$440m |
| Dec 31 2024 | US$15m | US$1m | US$373m |
| Sep 30 2024 | n/a | n/a | US$728m |
| Jun 30 2024 | n/a | n/a | US$714m |
| Mar 31 2024 | n/a | n/a | US$760m |
| Dec 31 2023 | US$13m | US$1m | US$733m |
| Sep 30 2023 | n/a | n/a | US$453m |
| Jun 30 2023 | n/a | n/a | US$309m |
| Mar 31 2023 | n/a | n/a | US$138m |
| Dec 31 2022 | US$14m | US$1m | US$123m |
| Sep 30 2022 | n/a | n/a | US$293m |
| Jun 30 2022 | n/a | n/a | US$299m |
| Mar 31 2022 | n/a | n/a | US$444m |
| Dec 31 2021 | US$15m | US$1m | US$389m |
| Sep 30 2021 | n/a | n/a | US$273m |
| Jun 30 2021 | n/a | n/a | US$342m |
| Mar 31 2021 | n/a | n/a | US$427m |
| Dec 31 2020 | US$11m | US$1m | US$361m |
| Sep 30 2020 | n/a | n/a | US$350m |
| Jun 30 2020 | n/a | n/a | US$333m |
| Mar 31 2020 | n/a | n/a | US$292m |
| Dec 31 2019 | US$12m | US$1m | US$401m |
Compensación vs. Mercado: La compensación total de Dominic($USD13.84M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD6.98M).
Compensación vs. Ingresos: La compensación de Dominic ha sido consistente con los resultados de la empresa en el último año.
CEO
Dominic Frederico (73 yo)
22.7yrs
Permanencia
US$13,841,716
Compensación
Mr. Dominic John Frederico, C.P.A., is currently a Member of the Board of Managers at Sound Point Capital Management, LP. He has served as President and Chief Executive Officer of Assured Guaranty Ltd. sin...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Deputy Chairman | 22.7yrs | US$13.84m | 3.47% $ 128.6m | |
| Chief Financial Officer | 2.6yrs | US$4.61m | 0.14% $ 5.2m | |
| Chief Operating Officer | 2.6yrs | US$9.57m | 0.58% $ 21.5m | |
| General Counsel & Secretary | 8.6yrs | US$6.22m | 0.44% $ 16.4m | |
| Chief Credit Officer | 8.4yrs | US$3.34m | 0.27% $ 10.2m | |
| Chief Investment Officer & Treasurer | less than a year | sin datos | sin datos | |
| Chief Accounting Officer & Controller | no data | sin datos | 0.034% $ 1.3m | |
| CTO & Head of Information Technology | 6.6yrs | sin datos | sin datos | |
| Chief Information Officer | no data | sin datos | sin datos | |
| Senior Managing Director of Investor Relations & Corporate Communications | 15.2yrs | sin datos | sin datos | |
| Chief Compliance Officer | no data | sin datos | sin datos | |
| Head of Human Capital Management | no data | sin datos | sin datos |
7.5yrs
Permanencia media
59.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de AGO es experimentado (7.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Deputy Chairman | 22.6yrs | US$13.84m | 3.47% $ 128.6m | |
| Independent Chairman of the Board | 19yrs | US$507.37k | 0.35% $ 12.9m | |
| Independent Director | 11yrs | US$342.46k | 0.11% $ 4.0m | |
| Non-Independent Director | 1.3yrs | US$340.80k | 0.013% $ 468.8k | |
| Independent Director | 11yrs | US$357.17k | 0.16% $ 5.9m | |
| Independent Director | 14yrs | US$366.18k | 0.11% $ 4.0m | |
| Independent Director | 5.3yrs | US$337.69k | 0.024% $ 902.4k | |
| Independent Director | 12.3yrs | US$325.00k | 0.025% $ 943.6k | |
| Independent Non-Executive Director | 2.5yrs | US$335.00k | 0.012% $ 434.3k | |
| Independent Director | 5.3yrs | US$358.97k | 0.021% $ 781.5k |
11.0yrs
Permanencia media
71.5yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de AGO son experimentados ( 11 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/04 18:06 |
| Precio de las acciones al final del día | 2026/08/04 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Assured Guaranty Ltd. está cubierta por 12 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Giuliano Anderes Bologna | BTIG |
| Giuliano Anderes Bologna | Compass Point Research & Trading, LLC |
| Darin Arita | Deutsche Bank |