Assured Guaranty Management
Management criteria checks 3/4
Assured Guaranty's CEO is Dominic Frederico, appointed in Dec 2003, has a tenure of 22.42 years. total yearly compensation is $13.84M, comprised of 9% salary and 91% bonuses, including company stock and options. directly owns 3.46% of the company’s shares, worth $117.83M. The average tenure of the management team and the board of directors is 8.2 years and 10.8 years respectively.
Key information
Dominic Frederico
Chief executive officer
US$13.8m
Total compensation
| CEO salary percentage | 9.03% |
| CEO tenure | 22.4yrs |
| CEO ownership | 3.5% |
| Management average tenure | 8.2yrs |
| Board average tenure | 10.8yrs |
Recent management updates
Recent updates
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
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.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...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$401m |
Compensation vs Market: Dominic's total compensation ($USD13.84M) is above average for companies of similar size in the US market ($USD7.02M).
Compensation vs Earnings: Dominic's compensation has been consistent with company performance over the past year.
CEO
Dominic Frederico (72 yo)
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Deputy Chairman | 22.4yrs | US$13.84m | 3.46% $ 117.8m | |
| Chief Financial Officer | 2.3yrs | US$4.61m | 0.14% $ 4.8m | |
| Chief Operating Officer | 2.3yrs | US$9.57m | 0.58% $ 19.7m | |
| General Counsel & Secretary | 8.3yrs | US$6.22m | 0.44% $ 15.0m | |
| Chief Credit Officer | 8.2yrs | US$3.34m | 0.27% $ 9.3m | |
| Chief Investment Officer | no data | no data | no data | |
| Chief Accounting Officer & Controller | no data | no data | 0.034% $ 1.1m | |
| CTO & Head of Information Technology | 6.3yrs | no data | no data | |
| Chief Information Officer | no data | no data | no data | |
| Senior Managing Director of Investor Relations & Corporate Communications | 14.9yrs | no data | no data | |
| Chief Compliance Officer | no data | no data | no data | |
| Head of Human Capital Management | no data | no data | no data |
Experienced Management: AGO's management team is seasoned and experienced (8.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Deputy Chairman | 22.3yrs | US$13.84m | 3.46% $ 117.8m | |
| Independent Chairman of the Board | 18.8yrs | US$507.37k | 0.41% $ 13.9m | |
| Independent Director | 10.8yrs | US$342.46k | 0.11% $ 3.6m | |
| Non-Independent Director | 1yr | US$340.80k | 0.013% $ 429.5k | |
| Independent Director | 10.8yrs | US$357.17k | 0.16% $ 5.4m | |
| Independent Director | 13.8yrs | US$366.18k | 0.11% $ 3.6m | |
| Independent Director | 5yrs | US$337.69k | 0.024% $ 826.6k | |
| Independent Director | 12yrs | US$325.00k | 0.025% $ 864.4k | |
| Independent Non-Executive Director | 2.3yrs | US$335.00k | 0.012% $ 397.8k | |
| Independent Director | 5yrs | US$358.97k | 0.023% $ 796.0k |
Experienced Board: AGO's board of directors are seasoned and experienced ( 10.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/24 12:58 |
| End of Day Share Price | 2026/05/22 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 |
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| 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 |