Nama Insights

Assured Guaranty (AGO)

Financial Services · Insurance Specialty · NYSE

Assured Guaranty (AGO) is a Financial Services company in the Insurance Specialty industry. It has a market capitalization of $3.23B and a trailing price-to-earnings ratio of 9.2. Over the most recent reported fiscal year, revenue grew 25.9%. Nama's AI scorecard rates it Hold, 5.0 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.0/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -15.2% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-24.0%
How far the last close sits under the highest price of the past five years.
Market cap$3.23B
Trailing P/E9.2
Price / book0.6
Price / sales4.0
FCF yield—
Dividend yield2.1%
Gross margin94.3%
Operating margin42.6%
Net margin43.2%
Revenue growth (YoY)+25.9%
Revenue growth (3-yr annual)+14.4%
EPS growth (YoY)+28.1%
FCF/share growth (YoY)—
Beta0.7
ExchangeNYSE
SectorFinancial Services
IndustryInsurance Specialty

AGO earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $1.79). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $1.94 $1.70 +14.1% —
Q2 2026 Aug 6, 2026 $1.23 $1.60 -23.1% $202.00M
Q1 2026 May 7, 2026 $2.50 $1.63 +53.4% $257.00M
Q4 2025 Feb 26, 2026 $2.32 $1.56 +48.7% $213.00M

AGO analyst price target

Median target $91.00 from 3 analysts, ranging $85.00 – $97.00.

Insurance Specialty peers

TickerCompanyMarket capP/E
RYAN Ryan Specialty $12.10B 22.0
FNF Fidelity National Financial $11.76B 8.7
AXS AXIS Capital $7.60B 8.5
FAF First American Financial $6.84B 9.3
ACT Enact $6.38B 9.5
ESNT Essent Group $5.70B 8.7
MTG MGIC Investment $5.69B 8.8
RDN Radian Group $4.67B 7.3
Explore live AGO data on Nama Insights →

AGO FAQ

Is AGO a buy?
Nama's AI scorecard currently rates Assured Guaranty Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AGO's P/E ratio?
Assured Guaranty trades at a trailing price-to-earnings ratio of 9.2.
When does AGO report earnings?
Assured Guaranty's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $1.79.
What is the AGO price target?
The median analyst price target from 3 analysts is $91.00, with a range of $85.00 – $97.00.
Is AGO Shariah compliant?
Nama's AAOIFI-style screen reads Assured Guaranty as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does AGO pay a dividend?
Yes — Assured Guaranty's dividend yield is 2.1%.