Overview

* Assured Guaranty ( AGO ) Q3 net income was $105 mln, down from $171 mln last year

* Gross written premiums rose 23% yr/yr to $75 mln in Q3 2025

* Company increased share repurchase authorization by $100 mln on November 5, 2025

Outlook

* Company did not provide specific future guidance

Result Drivers

* GROSS WRITTEN PREMIUMS - GWP increased by 23% in Q3 2025 due to large transactions in U.S. public finance and secondary market policies

* NET ECONOMIC BENEFIT - Co reported a $38 mln net economic benefit primarily from legacy RMBS and non-U.S. public finance exposures

* U.S. PUBLIC FINANCE - Strong performance in U.S. public finance with record par sold and increased secondary market activity

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Gross $75 mln

Written

Premiums

Q3 EPS $2.18

Q3 Net $105 mln

Income

Q3 $124 mln

Adjusted

EBIT

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the property & casualty insurance peer group is "buy"

* Wall Street's median 12-month price target for Assured Guaranty Ltd ( AGO ) is $107.50, about 23.8% above its November 5 closing price of $81.92

* The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)