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AGOAGOFinancial Services · Insurance - Specialty

AGO Stock Forecast: Assured Guaranty Ltd. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$70
−1.03% on the day

The 3 Wall Street analysts covering Assured Guaranty Ltd. hold a median 12-month price target of $91 — +29.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 52 of 100 as at 19 Sept 2026 — in the upper half.

Market cap
$3.1B
Ticker Nerd rank
52 / 100
Median analyst target
$91
Analysts covering
3
Revenue$202.0M−27.3% y/y
Net income$40.0M
Free cash flow$40.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.5%
1M
−6.4%
YTD
−20.6%
1Y
−14.0%
From 52W high
−22.6%
From 52W low
0.0%
$70
$91
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AGO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Assured Guaranty Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
52 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
91
Value
78
Volatility
76
Revisions
66
Growth
49
Quality
31
Accruals
30
Momentum
29
Size
29

Issuance (91): The share count has been shrinking and the company is not leaning on new borrowing.

Momentum (29): The shares have been drifting down relative to others.

Size (29): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AGO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AGO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$65$70$75$80$85$90$95$100Oct 25Jan 26Apr 26Jul 26AGOHigh $97Median $91Low $80

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says3 analysts
2 Buy1 Hold0 Sell
Low $80Median $91High $97

The green dot is the last close — the median target sits +29.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
13 Aug 2026Keefe, Bruyette & WoodsMaintainsOutperform$101 → $97
17 July 2026Keefe, Bruyette & WoodsMaintainsOutperform$103 → $101
17 July 2026Keefe, Bruyette & WoodsMaintainsOutperform—
19 May 2026UBSUpgradeBuy—
19 May 2026UBSUpgradeBuy$94
19 Mar 2026Keefe, Bruyette & WoodsMaintainsOutperform—
19 Nov 2025Keefe, Bruyette & WoodsMaintainsOutperform—
17 Nov 2025UBSMaintainsNeutral—
13 Aug 2025UBSMaintainsNeutral—
18 Nov 2024Keefe, Bruyette & WoodsMaintainsOutperform—
18 Nov 2024UBSMaintainsNeutral—
17 Oct 2024UBSMaintainsNeutral—
9 Aug 2024UBSMaintainsNeutral—
9 July 2024Keefe, Bruyette & WoodsUpgradeOutperform—
9 July 2024Roth MKMMaintainsBuy—
31 May 2024Keefe, Bruyette & WoodsMaintainsMarket Perform—
1 Apr 2024Keefe, Bruyette & WoodsDowngradeMarket Perform—
1 Mar 2024UBSMaintainsNeutral—
17 Nov 2023Keefe, Bruyette & WoodsMaintainsOutperform—
13 July 2023UBSMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AGO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AGO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Assured Guaranty Ltd. returned −14.0% against +16.3% for the S&P 500, dividends included.

AGO vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Oct 25Jan 26Apr 26Jul 26AGOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AGO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−6.7%
Analysts raising
0
Analysts cutting
2
Fundamentals

Assured Guaranty Ltd. (AGO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
9.5×

Cheaper than 59% of US stocks

Price / sales
3.8×

Cheaper than 32% of US stocks

Price / book
0.6×

Cheaper than 83% of US stocks

EV / EBITDA
—
Growth & margins
Revenue growth (YoY)
−0.5%

Higher than 27% of US stocks

Earnings growth (YoY)
−62.1%

Higher than 8% of US stocks

Gross margin
—
Operating margin
42.6%

Higher than 93% of US stocks

Net margin
43.2%

Higher than 95% of US stocks

Returns & dividend
Return on equity
6.7%

Higher than 56% of US stocks

Return on assets
1.6%

Higher than 56% of US stocks

Dividend yield
2.1%

Higher than 47% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Assured Guaranty Ltd. (AGO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Assured Guaranty Ltd. has a market value of $3.1B and an enterprise value of $3.6B.

  • Revenue in the twelve months to 30 June 2026: $871.0M. The latest quarter shrank 0.5% year on year.

  • Net income over the same four quarters: $377.0M, a 43.3% net margin.

  • Diluted earnings per share, trailing twelve months: $7.50.

  • Free cash flow in the twelve months to 30 June 2026: $324.0M.

  • Assured Guaranty Ltd. spent $369.0M on share buybacks and $68.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 44.1M.

  • Trailing P/E: 9.5×; forward P/E: 10.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.14%, paying out 19% of earnings.

  • Assured Guaranty Ltd. employs 367 people — $2.4M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 18 Sept 2026

Data provided by Twelve Data

Peers

AGO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance - Specialty
CompanyMarket capTKN rank
AGOAssured Guaranty Ltd.$3.1B
52
NMIHNMI Holdings, Inc.$3.3B
77
RDNRadian Group Inc.$4.7B
56
MTGMGIC Investment Corp.$6.3B
84
ESNTEssent Group Ltd.$6.4B
81
ACTEnact Holdings, Inc.$6.8B
78
FAFFirst American Financial Corp.$7.1B
79

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Assured Guaranty Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AGO news & analysis

Dividend Champion, Contender, And Challenger Highlights: Week August 16

Seeking Alpha · 14 Aug 2026neutral

A weekly summary was published covering dividend activity among Dividend Champions, Contenders, and Challengers, including companies that changed their dividends and those with upcoming ex-dividend dates.

Why it matters — AGO watchers may monitor dividend lists for any changes that could signal shifts in Assured Guaranty's dividend policy or relative standing among dividend-paying companies.

Assured Guaranty's Recent Selloff Provides Great Entry Price

Seeking Alpha · 10 Aug 2026positive

A Seeking Alpha article highlights Assured Guaranty's recent selloff, noting the stock trades at a steep 60% discount to adjusted book value and 40% to GAAP equity. The piece cites low forward P/E multiples, a 2.0% dividend yield, and $9.98B in claims-paying resources versus a $3.32B market cap.

Why it matters — An AGO watcher would care because the item assesses the company's valuation against its book value, earnings multiples, dividend yield, and claims-paying resources amid the recent price decline.

Assured Guaranty Q2 Earnings Call Highlights

MarketBeat · 7 Aug 2026positive

Assured Guaranty reported higher second-quarter adjusted operating income and record per-share valuation metrics in its Q2 earnings call. Executives highlighted growth in U.S. public finance, global structured finance, and the company's newer annuity reinsurance platform.

Why it matters — AGO watchers would note the earnings report signals improving profitability across key business lines and the expansion of the company's new annuity reinsurance platform.

Assured Guaranty Ltd. (AGO) Q2 2026 Earnings Call Transcript

Seeking Alpha · 7 Aug 2026neutral

Assured Guaranty Ltd. (AGO) held its Q2 2026 earnings call, and the transcript of that call was published on Seeking Alpha. The item provides the full transcript of the company's second-quarter 2026 earnings conference call.

Why it matters — AGO watchers would review the earnings call transcript for management's discussion of the company's financial performance and outlook in the quarter, as reported by the company itself.

Assured Guaranty (AGO) Q2 Earnings Lag Estimates

Zacks Investment Research · 7 Aug 2026negative

Assured Guaranty reported quarterly earnings of $1.23 per share for Q2, missing the Zacks Consensus Estimate of $1.66 per share. This compares with earnings of $1.01 per share in the same period a year ago.

Why it matters — AGO watchers would care because the company fell short of analyst expectations for the quarter, despite earnings that were higher than the prior year.

FAQ

Frequently asked questions about AGO stock

What is the AGO stock price forecast for 2026-2027?

The 3 Wall Street analysts covering Assured Guaranty Ltd. have a median 12-month price target of $91, with estimates ranging from $80 to $97. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AGO stock a buy right now?

Of the 3 analysts covering Assured Guaranty Ltd., 2 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Assured Guaranty Ltd. 52 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AGO?

As at 19 Sept 2026, Assured Guaranty Ltd. ranks 52 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (91 of 100).

Will AGO stock go up?

No one can know that. What the data says: the median 12-month target from 3 analysts implies +29.4% from the last close, and Ticker Nerd's factor model ranks Assured Guaranty Ltd. 52 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AGO stock forecast for 2030?

No analyst covering Assured Guaranty Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AGO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $80 to $97 over the next 12 months.

How has AGO stock performed over the past year?

Assured Guaranty Ltd. returned -14.0% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Assured Guaranty Ltd. do?

Assured Guaranty Ltd. is a Bermuda-based holding company that provides financial guaranty insurance and credit protection products through its subsidiaries.

What is the latest news on AGO?

The most recent item we track (Seeking Alpha, 14 Aug 2026): "Dividend Champion, Contender, And Challenger Highlights: Week August 16". A weekly summary was published covering dividend activity among Dividend Champions, Contenders, and Challengers, including companies that changed their dividends and those with upcoming ex-dividend dates.

Company

About Assured Guaranty Ltd.

Assured Guaranty Ltd. is a Bermuda-based holding company that provides financial guaranty insurance and credit protection products through its subsidiaries. Assured Guaranty Ltd. serves public finance, infrastructure, and structured finance markets in the United States and internationally, helping support scheduled debt payments for municipal issuers, utilities, transportation projects, healthcare facilities, and other public or project finance obligations. The company operates through an Insurance segment, which includes its domestic and foreign insurance subsidiaries, and an Asset Management segment, which offers investment management services to outside investors and to the insurance business. Assured Guaranty Ltd. plays a specialized role in the financial market by underwriting credit risk and providing protection for debt investors and issuers across a broad range of financing structures.

CEO Mr. Dominic John Frederico CPA · 367 employees · Bermuda · https://assuredguaranty.com