Assured Guaranty Ltd.

NYSE:AGO 株式レポート

時価総額:US$3.7b

Assured Guaranty マネジメント

マネジメント 基準チェック /34

Assured Guarantyの CEO はDominic Fredericoで、 Dec2003年に任命され、 の在任期間は 22.58年です。 の年間総報酬は$ 13.84Mで、 9%給与と91%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の3.47%を直接所有しており、その価値は$ 128.96M 。経営陣と取締役会の平均在任期間はそれぞれ8.3年と10.9年です。

主要情報

Dominic Frederico

最高経営責任者

US$13.8m

報酬総額

CEO給与比率9.03%
CEO在任期間22.6yrs
CEOの所有権3.5%
経営陣の平均在職期間8.3yrs
取締役会の平均在任期間10.9yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
分析記事 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%,...
ナラティブ更新 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.
ナラティブ更新 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 Alpha
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...
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新しいナラティブ 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Assured Guaranty の収益と比較して、Dominic Frederico の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$411m

Dec 31 2025US$14mUS$1m

US$499m

Sep 30 2025n/an/a

US$400m

Jun 30 2025n/an/a

US$464m

Mar 31 2025n/an/a

US$440m

Dec 31 2024US$15mUS$1m

US$373m

Sep 30 2024n/an/a

US$728m

Jun 30 2024n/an/a

US$714m

Mar 31 2024n/an/a

US$760m

Dec 31 2023US$13mUS$1m

US$733m

Sep 30 2023n/an/a

US$453m

Jun 30 2023n/an/a

US$309m

Mar 31 2023n/an/a

US$138m

Dec 31 2022US$14mUS$1m

US$123m

Sep 30 2022n/an/a

US$293m

Jun 30 2022n/an/a

US$299m

Mar 31 2022n/an/a

US$444m

Dec 31 2021US$15mUS$1m

US$389m

Sep 30 2021n/an/a

US$273m

Jun 30 2021n/an/a

US$342m

Mar 31 2021n/an/a

US$427m

Dec 31 2020US$11mUS$1m

US$361m

Sep 30 2020n/an/a

US$350m

Jun 30 2020n/an/a

US$333m

Mar 31 2020n/an/a

US$292m

Dec 31 2019US$12mUS$1m

US$401m

報酬と市場: Dominicの 総報酬 ($USD 13.84M ) は、 US市場 ($USD 6.98M ) の同規模の企業の平均を上回っています。

報酬と収益: Dominicの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Dominic Frederico (73 yo)

22.6yrs
在職期間
US$13,841,716
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Dominic Frederico
Deputy Chairman22.6yrsUS$13.84m3.47%
$ 129.0m
Benjamin Rosenblum
Chief Financial Officer2.5yrsUS$4.61m0.14%
$ 5.2m
Robert Bailenson
Chief Operating Officer2.5yrsUS$9.57m0.58%
$ 21.6m
Gon Chow
General Counsel & Secretary8.5yrsUS$6.22m0.44%
$ 16.5m
Stephen Donnarumma
Chief Credit Officer8.3yrsUS$3.34m0.27%
$ 10.2m
Ashleigh Bischoff
Chief Investment Officer & Treasurerno dataデータなしデータなし
Laura Bieling
Chief Accounting Officer & Controllerno dataデータなし0.034%
$ 1.3m
Christopher Gibbons
CTO & Head of Information Technology6.5yrsデータなしデータなし
Kirk Edmunds
Chief Information Officerno dataデータなしデータなし
Robert Tucker
Senior Managing Director of Investor Relations & Corporate Communications15.1yrsデータなしデータなし
Dana Damiani
Chief Compliance Officerno dataデータなしデータなし
Dawn Jasiak
Head of Human Capital Managementno dataデータなしデータなし
8.3yrs
平均在職期間
59.5yo
平均年齢

経験豊富な経営陣: AGOの経営陣は経験豊富で経験豊富です(平均在職期間は8.3年)。


取締役

名称ポジション在職期間報酬所有権
Dominic Frederico
Deputy Chairman22.5yrsUS$13.84m3.47%
$ 129.0m
Francisco Borges
Independent Chairman of the Board18.9yrsUS$507.37k0.35%
$ 12.9m
Thomas Jones
Independent Director10.9yrsUS$342.46k0.11%
$ 4.0m
Antonio Ursano
Non-Independent Director1.2yrsUS$340.80k0.013%
$ 469.9k
Alan Kreczko
Independent Director10.9yrsUS$357.17k0.16%
$ 5.9m
Bonnie Howard
Independent Director13.9yrsUS$366.18k0.11%
$ 4.0m
Courtney Shea
Independent Director5.2yrsUS$337.69k0.024%
$ 904.6k
Yukiko Omura
Independent Director12.2yrsUS$325.00k0.025%
$ 945.8k
Mark Batten
Independent Non-Executive Director2.4yrsUS$335.00k0.012%
$ 435.4k
Lorin Radtke
Independent Director5.2yrsUS$358.97k0.021%
$ 783.4k
10.9yrs
平均在職期間
71.5yo
平均年齢

経験豊富なボード: AGOの 取締役会 は経験豊富で 経験豊富 です ( 10.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/31 19:13
終値2026/07/31 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Assured Guaranty Ltd. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

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