Assured Guaranty Ltd.

NYSE:AGO 주식 리포트

시가총액: US$3.4b

Assured Guaranty 경영진

경영진 기준 점검 3/4

Assured Guaranty CEO는 Dominic Frederico, Dec2003 에 임명되었습니다 의 임기는 22.5 년입니다. 총 연간 보상은 $13.84M, 9% 급여 및 91% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $117.26M 가치에 해당하는 회사 주식의 3.46% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 8.3 년과 10.8 년입니다.

핵심 정보

Dominic Frederico

최고경영자

US$13.8m

총 보수

CEO 급여 비율9.03%
CEO 재임 기간22.5yrs
CEO 지분 보유율3.5%
경영진 평균 재임 기간8.3yrs
이사회 평균 재임 기간10.8yrs

최근 경영진 업데이트

Recent updates

분석 기사 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%,...
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Jan 19

Assured Guaranty Ltd.'s (NYSE:AGO) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...

CEO 보수 분석

Dominic Frederico의 보수는 Assured Guaranty의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Dominic의 총 보수(USD13.84M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.92M)보다 높습니다.

보상과 수익: Dominic의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Dominic Frederico (73 yo)

22.5yrs
재임 기간
US$13,841,716
보수

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...


리더십 팀

이름직위재임 기간보수지분
Dominic Frederico
Deputy Chairman22.5yrsUS$13.84m3.46%
$ 117.3m
Benjamin Rosenblum
Chief Financial Officer2.4yrsUS$4.61m0.14%
$ 4.8m
Robert Bailenson
Chief Operating Officer2.4yrsUS$9.57m0.58%
$ 19.6m
Gon Chow
General Counsel & Secretary8.4yrsUS$6.22m0.44%
$ 15.0m
Stephen Donnarumma
Chief Credit Officer8.3yrsUS$3.34m0.27%
$ 9.3m
Ashleigh Bischoff
Chief Investment Officerno data데이터 없음데이터 없음
Laura Bieling
Chief Accounting Officer & Controllerno data데이터 없음0.034%
$ 1.1m
Christopher Gibbons
CTO & Head of Information Technology6.4yrs데이터 없음데이터 없음
Kirk Edmunds
Chief Information Officerno data데이터 없음데이터 없음
Robert Tucker
Senior Managing Director of Investor Relations & Corporate Communications15yrs데이터 없음데이터 없음
Dana Damiani
Chief Compliance Officerno data데이터 없음데이터 없음
Dawn Jasiak
Head of Human Capital Managementno data데이터 없음데이터 없음
8.3yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 관리: AGO의 경영진은 노련하고 경험이 풍부합니다(평균 재임 8.3 년).


이사회 구성원

이름직위재임 기간보수지분
Dominic Frederico
Deputy Chairman22.4yrsUS$13.84m3.46%
$ 117.3m
Francisco Borges
Independent Chairman of the Board18.8yrsUS$507.37k0.35%
$ 11.7m
Thomas Jones
Independent Director10.8yrsUS$342.46k0.11%
$ 3.6m
Antonio Ursano
Non-Independent Director1.1yrsUS$340.80k0.013%
$ 427.4k
Alan Kreczko
Independent Director10.8yrsUS$357.17k0.16%
$ 5.4m
Bonnie Howard
Independent Director13.8yrsUS$366.18k0.11%
$ 3.6m
Courtney Shea
Independent Director5.1yrsUS$337.69k0.024%
$ 822.6k
Yukiko Omura
Independent Director12.1yrsUS$325.00k0.025%
$ 860.2k
Mark Batten
Independent Non-Executive Director2.3yrsUS$335.00k0.012%
$ 395.9k
Lorin Radtke
Independent Director5.1yrsUS$358.97k0.021%
$ 712.2k
10.8yrs
평균 재임 기간
71.5yo
평균 나이

경험이 풍부한 이사회: AGO의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/22 13:18
종가2026/06/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Assured Guaranty Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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