What Happened? Shares of financial guaranty insurer Assured Guaranty (NYSE:AGO) jumped 6.3% in the afternoon session after the company reported third-quarter 2025 results that significantly surpassed analyst expectations for earnings and revenue. The financial guaranty insurer posted adjusted earnings of $2.57 per share, beating consensus estimates by 67.2%. Revenue for the quarter came in at $207 million, which was 12.2% higher than anticipated, although this represented a 23% decline from the same peri ...

Assured Guaranty (NYSE:AGO) Q3 2025 Earnings Call November 07, 2025 08:00 AM ET Company ParticipantsTommy McJoynt - Director of Equity ResearchRob Bailenson - COOBen Rosenblum - CFODominic Frederico - President and CEORobert Tucker - Senior Managing Director of Investor Relations and Corporate CommunicationsConference Call ParticipantsMarissa Lobo - Equity Research AnalystOperatorGood morning and welcome to the Assured Guaranty Limited third quarter 2025 earnings conference call. My name is Becky, and I'll ...

Assured Guaranty (NYSE:AGO) Q3 2025 Earnings Call November 07, 2025 08:00 AM ET Company ParticipantsTommy McJoynt - Director of Equity ResearchRob Bailenson - COOBen Rosenblum - CFODominic Frederico - President and CEORobert Tucker - Senior Managing Director of Investor Relations and Corporate CommunicationsConference Call ParticipantsMarissa Lobo - Equity Research AnalystOperatorGood morning and welcome to the Assured Guaranty Limited third quarter 2025 earnings conference call. My name is Becky, and I'll ...

Assured Guaranty (NYSE:AGO) Q3 2025 Earnings Call November 07, 2025 08:00 AM ET Speaker0Good morning and welcome to the Assured Guaranty Limited third quarter 2025 earnings conference call. My name is Becky, and I'll be your operator for today's call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing Star, then Zero on your telephone. After today's presentation, there will be an opportunity to ask questions. To ask a question, you m ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________ FORM 10-Q ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2025 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition Period from to Commission File No. 001-32141 ASSURED GUARANTY LTD. (Exact name of registra ...

Equity Investor Presentation Year-to-Date through September 30, 2025 Forward-Looking Statements and Safe Harbor Disclosure 2 ASSURED GUARANTY LTD. • This presentation contains information that includes or is based upon forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward looking statements give the expectations or forecasts of future events of Assured Guaranty Ltd. (AGL) and its subsidiaries (collectively with AGL, Assured Guaranty or the Company). T ...

Financial guaranty insurer Assured Guaranty (NYSE:AGO) reported Q3 CY2025 results exceeding the market’s revenue expectations , but sales fell by 23% year on year to $207 million. Its non-GAAP profit of $2.57 per share was 67.2% above analysts’ consensus estimates. Is now the time to buy Assured Guaranty? Find out in our full research report. Assured Guaranty (AGO) Q3 CY2025 Highlights: Net Premiums Earned: $93 million vs analyst estimates of $92 million (4.1% year-on-year decline, 1.1% beat)Revenue: $ ...

Assured Guaranty Ltd. September 30, 2025 Financial Supplement | Table of Contents | Page | | --- | --- | | Selected Financial Highlights | 1 | | Condensed Consolidated Statements of Operations (unaudited) | 3 | | Condensed Consolidated Balance Sheets (unaudited) | 4 | | Selected Financial Highlights GAAP to Non-GAAP Reconciliations | 5 | | Income Components | 8 | | Fixed-Maturity Securities, Short-Term Investments and Cash | 12 | | Investment Portfolio, Cash and CIVs | 13 | | Income from Investment Portfoli ...

Core Viewpoint - Assured Guaranty Ltd. will release its financial results for the third quarter ended September 30, 2025, on November 6, 2025, after 4:00 p.m. Eastern Time [1] Financial Results Announcement - The financial results press release will be available in the Investor Information section of the Company's website [1] - The release will include the Financial Supplement for September 30, 2025 [1]

Core Insights - Small caps are experiencing a resurgence, with significant potential for dividends, specifically a 7.1% payout being highlighted as an opportunity [2][8] Small Cap Performance - Small caps have historically underperformed compared to large caps, but recent trends indicate they are now matching or even surpassing large caps in performance, as evidenced by the iShares Russell 2000 ETF [3] Advantages of Small Caps - Small firms maintain strong client relationships, benefiting from customer loyalty and directly profiting from the strength of the US economy, providing a hedge against global economic issues [4] Dividend Challenges - Many small caps are in early growth stages and may not be able to offer dividends while funding their expansion, contrasting with larger companies that typically provide more consistent dividends [5][6] Investment Strategy - The focus has been on closed-end funds (CEFs) that invest in large caps and high-yield bonds, which have historically provided higher returns and dividends compared to small caps [7] Exception in Small Caps - The Royce Small-Cap Trust (RVT) is noted as an exception, offering a 7.1% dividend while closely tracking small cap performance [8] Fund Structure and Holdings - RVT invests in a diverse portfolio of 488 small caps, with top holdings including IES Holdings, Assured Guaranty, and SEI Investments, all showing strong revenue growth [9][10] Dividend Flexibility - RVT's dividend is not fixed but floats based on the net asset value (NAV), allowing for potential increases in payouts as NAV rises, which has been consistent over the past five years [11][12] Market Position - RVT is currently available at a 9.2% discount to NAV, indicating potential for upside as the discount has decreased from higher levels earlier in the year [12][13]