Assured Guaranty Dividends and Buybacks
Dividend criteria checks 5/6
Assured Guaranty is a dividend paying company with a current yield of 2.02% that is well covered by earnings.
Key information
2.0%
Dividend yield
14.5%
Buyback Yield
| Total Shareholder Yield | 16.5% |
| Future Dividend Yield | 2.0% |
| Dividend Growth | 10.5% |
| Next dividend pay date | n/a |
| Ex dividend date | n/a |
| Dividend per share | n/a |
| Payout ratio | 16% |
Recent dividend and buyback updates
Recent updates
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.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 AlphaAGO: 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.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...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...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...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...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 AlphaWith 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...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...
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.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 AlphaHere'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...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...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...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...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...Stability and Growth of Payments
Fetching dividends data
Stable Dividend: AGO's dividends per share have been stable in the past 10 years.
Growing Dividend: AGO's dividend payments have increased over the past 10 years.
Dividend Yield vs Market
| Assured Guaranty Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (AGO) | 2.0% |
| Market Bottom 25% (US) | 1.4% |
| Market Top 25% (US) | 4.3% |
| Industry Average (Insurance) | 2.6% |
| Analyst forecast (AGO) (up to 3 years) | 2.0% |
Notable Dividend: AGO's dividend (2.02%) is higher than the bottom 25% of dividend payers in the US market (1.43%).
High Dividend: AGO's dividend (2.02%) is low compared to the top 25% of dividend payers in the US market (4.26%).
Earnings Payout to Shareholders
Earnings Coverage: With its low payout ratio (16%), AGO's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its low cash payout ratio (18.6%), AGO's dividend payments are well covered by cash flows.
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/09 21:34 |
| End of Day Share Price | 2026/06/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Assured Guaranty Ltd. is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Giuliano Anderes Bologna | BTIG |
| Giuliano Anderes Bologna | Compass Point Research & Trading, LLC |
| Darin Arita | Deutsche Bank |