Assured Guaranty's Q3 net income falls, premiums rise

Assured Guaranty

06/11/2025 21:43

Overview

Assured Guaranty 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/Miss
Actual
Consensus Estimate
Q3 Gross Written Premiums
$75 mln
Q3 EPS
$2.18
Q3 Net Income
$105 mln
Q3 Adjusted EBIT
$124 mln


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 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: ID:nBw2ybq9Sa

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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.)