AGO

Over the past six months, AGO stock declined by 15.82% over the past year, hitting new 52-week lows in September 2026. Q1 2026 earnings showed a sharp increase in new business production and strong alternative investment returns, while Q2 2026 earnings missed Wall Street expectations but highlighted record book value metrics and reduced loss expenses. Analyst ratings varied, with Wall Street Zen upgrading to 'hold,' UBS Group setting a $91 price target, Keefe, Bruyette & Woods lowering their target to $97 but maintaining 'outperform,' and Weiss Ratings lowering to 'hold (c)'; the consensus rating is 'Hold' with an average target price of $89.33. The company declared a $0.38 per share quarterly dividend, a 12% increase, marking 14 consecutive years of dividend increases. Share repurchases were significantly reduced in Q2 2026 to $45 million, prioritizing strategic growth and rating agency considerations, which has been cited as a factor in the market capitalization drop. S&P and KBRA affirmed Assured Guaranty's strong financial strength ratings (AA and AA+ respectively) with stable outlooks. Insider transactions included several stock sales by CEO Dominic Frederico and other executives. Analysts slashed 2026 revenue estimates by 13% in August 2026, forecasting an 11% annualized decline.