Assured Guaranty Q4 net income rises significantly

Assured Guaranty

26/02/2026 21:57

Overview

Financial guaranty insurer's Q4 net income rose significantly, driven by strategic asset sale

Company returned $147 mln to shareholders via share repurchases and dividends

Gross written premiums for Q4 were $61 mln

Outlook

Assured Guaranty expects strong results from financial guaranty product lines in 2026

Company enters annuity reinsurance market to diversify revenue sources

Result Drivers

ASSET SALE - Net income increase partly due to $23 mln gain from sale of a commercially leased building as part of a loss mitigation strategy

FOREIGN EXCHANGE GAINS - Significant increase in net income due to $73 mln gain from foreign exchange remeasurement

LOWER LOSS EXPENSES - Insurance segment adjusted operating income rose due to lower loss expenses and a gain from a building sale

Company press release: ID:nBw8MWsgda

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Gross Written Premiums
$61 mln
Q4 EPS
$2.53
Q4 Net Income
$119 mln
Q4 Adjusted EBIT
$109 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 $108.00, about 25.2% above its February 25 closing price of $86.24

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)