AGO

ASSURED GUARANTY LTD

NYSE · Surety Insurance · Inc. D0 · CIK 0001273813
$78.26 -0.71% $3.5B
Insider Selling Cluster (2 insiders)
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (71%)
Insider Activity0B / 5S
Insider Net $-$15.5M
Reddit Sentiment64° Warm
SEC Reports4
Exchange NYSE·Sector Surety Insurance·Inc. D0·CIK 0001273813·Prev Close $78.82

Recent Activity

May 11, 2026 Insider
Bailenson Robert sold 17,647 shares
Chief Operating Officer @ $78.24 ($1.4M)
May 8, 2026 SEC
Assured Guaranty Ltd. filed an 8-K under Item 7.01 to announce the availability of its Q1 2026 Financial Supplement and
8-K — Impact 2/10
May 7, 2026 earnings_calendar
AGO Q1 2026 Earnings Scheduled — 2026-05-07
May 1, 2026 Insider
Ursano Antonio Jr. sold 1,756 shares
Director @ $0.00 ($0.00)
May 1, 2026 Insider
Omura Yukiko sold 1,756 shares
Director @ $0.00 ($0.00)
Apr 13, 2026 SEC
Assured Guaranty Ltd. is holding a shareholder vote on its say-on-pay proposal, where management is defending its execut
DEFA14A — Impact 4/10
Mar 30, 2026 SEC
Francisco L. Borges, a director of Assured Guaranty Ltd (AGO), filed a Form 144 to notify intent to sell up to 123,750 s
144 — Impact 3/10

Price Targets

$92.33 +18.0% upside Buy
Current $78.26 Low $80.00 Median $94.00 High $103.00 3 analysts
$80.00 $103.00

Analyst Ratings

Buy71% buy · 7 analysts
1Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 UBS UPGRADE Neutral → Buy
Mar 19, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.56 ▼ -11.4% $1.46 — $1.66 55% YoY 2
Next Q $1.61 ▼ -13.9% $1.52 — $1.69 -37% YoY 2
Current FY $7.26 ▲ +4.1% $7.00 — $7.55 -20% YoY 3
Next FY $7.66 ▼ -3.9% $6.40 — $9.04 6% YoY 4

Recent Insider Trades

DateInsiderTypeValue
May 11, 2026Bailenson RobertSELL$1.4M
May 1, 2026Ursano AntonioA$0.00
May 1, 2026Omura YukikoA$0.00
May 1, 2026Radtke LorinA$0.00
May 1, 2026Howard BonnieA$0.00

Reddit Sentiment

64°
Warm
Bearish Neutral Bullish
3 mentions 2 bullish 0 bearish

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

17 unique insiders with 5 transactions. Net insider value: -$15.5M ($0.00 bought, $15.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 11, 2026Bailenson RobertChief Operating OfficerSELL17,647$78.24$1.4M
May 1, 2026Ursano Antonio Jr.DirectorA1,756$0.00$0.00
May 1, 2026Omura YukikoDirectorA1,756$0.00$0.00
May 1, 2026Radtke LorinDirectorA2,422$0.00$0.00
May 1, 2026Howard Bonnie L.DirectorA1,756$0.00$0.00
May 1, 2026Shea Courtney C.DirectorA1,756$0.00$0.00
May 1, 2026JONES THOMAS WDirectorA1,756$0.00$0.00
May 1, 2026BORGES FRANCISCO LDirectorA5,934$0.00$0.00
May 1, 2026Batten MarkDirectorA2,240$0.00$0.00
May 1, 2026Kreczko Alan JDirectorA3,936$0.00$0.00
May 1, 2026Rosenblum Benjamin G.CFOF637$80.86$51.5K
May 1, 2026Chow LingGeneral Counsel and SecretaryA5,970$0.00$0.00
May 1, 2026Horn HollyChief Surveillance OfficerA2,755$0.00$0.00
May 1, 2026Donnarumma StephenChief Credit OfficerA3,490$0.00$0.00
May 1, 2026Bailenson RobertChief Operating OfficerA7,806$0.00$0.00
May 1, 2026FREDERICO DOMINICPresident/CEO/Deputy ChairmanA33,980$0.00$0.00
Apr 30, 2026Ursano Antonio Jr.DirectorF365$81.90$29.9K
Apr 30, 2026Omura YukikoDirectorF748$81.90$61.3K
Apr 30, 2026Radtke LorinDirectorF365$81.90$29.9K
Apr 30, 2026Shea Courtney C.DirectorF365$81.90$29.9K
Apr 30, 2026JONES THOMAS WDirectorF365$81.90$29.9K
Apr 30, 2026Howard Bonnie L.DirectorF365$81.90$29.9K
Apr 30, 2026Batten MarkDirectorF961$81.90$78.7K
Apr 30, 2026BORGES FRANCISCO LDirectorF1,277$81.90$104.6K
Apr 30, 2026Kreczko Alan JDirectorF626$81.90$51.3K
Mar 30, 2026BORGES FRANCISCO LDirectorG1,250$0.00$0.00
Mar 30, 2026BORGES FRANCISCO LDirectorSELL123,750$80.22$9.9M
Mar 23, 2026FREDERICO DOMINICPresident/CEO/Deputy ChairmanSELL29,998$81.41$2.4M
Mar 20, 2026FREDERICO DOMINICPresident/CEO/Deputy ChairmanSELL20,002$81.06$1.6M
Mar 4, 2026Radtke LorinDirectorSELL1,219$87.14$106.2K
Feb 23, 2026Chow LingGeneral Counsel and SecretaryF7,835$85.11$666.8K
Feb 23, 2026Bailenson RobertChief Operating OfficerF9,494$85.11$808.0K
Feb 23, 2026FREDERICO DOMINICPresident/CEO/Deputy ChairmanF34,785$85.11$3.0M
Feb 23, 2026Gana Jorge A.Chief Risk OfficerF318$85.11$27.1K
Feb 23, 2026Bieling LauraChief Accounting OfficerF416$85.11$35.4K
Feb 23, 2026Horn HollyChief Surveillance OfficerF445$85.11$37.9K
Feb 23, 2026Rosenblum Benjamin G.CFOF1,220$85.11$103.8K
Feb 23, 2026Donnarumma StephenChief Credit OfficerF4,244$85.11$361.2K
Feb 22, 2026Bieling LauraChief Accounting OfficerF397$88.39$35.1K
Feb 22, 2026Gana Jorge A.Chief Risk OfficerF348$88.39$30.8K
Feb 22, 2026FREDERICO DOMINICPresident/CEO/Deputy ChairmanF19,400$88.39$1.7M
Feb 22, 2026Rosenblum Benjamin G.CFOF1,710$88.39$151.1K
Feb 22, 2026Horn HollyChief Surveillance OfficerF1,565$88.39$138.3K
Feb 22, 2026Bailenson RobertChief Operating OfficerF5,634$88.39$498.0K
Feb 22, 2026Chow LingGeneral Counsel and SecretaryF4,694$88.39$414.9K
Feb 22, 2026Donnarumma StephenChief Credit OfficerF2,767$88.39$244.6K
Feb 20, 2026Bieling LauraChief Accounting OfficerA2,295$0.00$0.00
Feb 20, 2026Bailenson RobertChief Operating OfficerA13,771$0.00$0.00
Feb 20, 2026FREDERICO DOMINICPresident/CEO/Deputy ChairmanA37,870$0.00$0.00
Feb 20, 2026Chow LingGeneral Counsel and SecretaryA8,722$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 7 analysts: 1 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$92.33 mean target +18.0% upside Buy (2.00)
$80.00 Low $103.00 High
MetricValue
Current Price$78.26
Target Low$80.00
Target Mean$92.33
Target Median$94.00
Target High$103.00
# Analysts3
RecommendationBuy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.56 $1.46 $1.66 54.6% -11.4% 1↑ 0↓ $0.2B -28.4% 2
Next Q
2026-09-30
$1.61 $1.52 $1.69 -37.5% -13.9% 1↑ 1↓ $0.2B -2.1% 2
Current FY
2026-12-31
$7.26 $7.00 $7.55 -20.0% +4.1% 0↑ 1↓ $0.8B -24.3% 3
Next FY
2027-12-31
$7.66 $6.40 $9.04 5.5% -3.9% 0↑ 1↓ $0.9B 2.2% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.561
7d ago$1.660-0.099
30d ago$1.761-0.200
60d ago$1.761-0.200
90d ago$1.768-0.206
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 UBS UPGRADE Neutral Buy
Mar 19, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20261420071%
Apr 1, 20261420071%
Mar 1, 20261420071%
Feb 1, 20261420071%
Jan 1, 20261420071%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

64°
Warm
Bearish Neutral Bullish
3 mentions 2 bullish 0 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 1, 2026160° Warm101
May 1, 2026160° Warm101
Apr 29, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 19d 21h ago
$WEN deez parking lots are now MY parking lots
▲ 1 💬 2 ⚡ 0.5
r/wallstreetbets Neutral 21d 22h ago
PYPL to sell Venmo. Calls?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 19d 22h ago
$WEN deez parking lots are now MY parking lots
▲ 0 💬 2
May 7, 2026
earnings_calendar
AGO Q1 2026 Earnings Scheduled — 2026-05-07
Apr 27, 2026
dark_pool
Dark Pool: AGO — 0.4M shares, 17,588 trades
Week starting 2026-04-27. Total ATS volume: 387,412 shares across 17,588 trades.
Apr 20, 2026
dark_pool
Dark Pool: AGO — 0.5M shares, 20,167 trades
Week starting 2026-04-20. Total ATS volume: 467,954 shares across 20,167 trades.
Apr 13, 2026
dark_pool
Dark Pool: AGO — 0.4M shares, 19,321 trades
Week starting 2026-04-13. Total ATS volume: 397,267 shares across 19,321 trades.
Apr 6, 2026
dark_pool
Dark Pool: AGO — 0.3M shares, 18,929 trades
Week starting 2026-04-06. Total ATS volume: 344,663 shares across 18,929 trades.
Mar 30, 2026
dark_pool
Dark Pool: AGO — 0.3M shares, 13,314 trades
Week starting 2026-03-30. Total ATS volume: 321,629 shares across 13,314 trades.
Mar 23, 2026
dark_pool
Dark Pool: AGO — 0.3M shares, 16,463 trades
Week starting 2026-03-23. Total ATS volume: 318,488 shares across 16,463 trades.
Mar 16, 2026
dark_pool
Dark Pool: AGO — 0.4M shares, 16,613 trades
Week starting 2026-03-16. Total ATS volume: 352,647 shares across 16,613 trades.
Mar 9, 2026
dark_pool
Dark Pool: AGO — 0.4M shares, 18,335 trades
Week starting 2026-03-09. Total ATS volume: 427,841 shares across 18,335 trades.
Mar 2, 2026
dark_pool
Dark Pool: AGO — 0.5M shares, 19,760 trades
Week starting 2026-03-02. Total ATS volume: 476,421 shares across 19,760 trades.
Feb 26, 2026
earnings_calendar
AGO Q4 2025 Earnings After Market Close — 2026-02-26
Feb 23, 2026
dark_pool
Dark Pool: AGO — 0.4M shares, 17,098 trades
Week starting 2026-02-23. Total ATS volume: 366,398 shares across 17,098 trades.
Feb 16, 2026
dark_pool
Dark Pool: AGO — 0.2M shares, 10,832 trades
Week starting 2026-02-16. Total ATS volume: 208,845 shares across 10,832 trades.
Feb 9, 2026
dark_pool
Dark Pool: AGO — 0.2M shares, 12,475 trades
Week starting 2026-02-09. Total ATS volume: 237,361 shares across 12,475 trades.
Feb 2, 2026
dark_pool
Dark Pool: AGO — 0.3M shares, 14,286 trades
Week starting 2026-02-02. Total ATS volume: 295,138 shares across 14,286 trades.