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Dec 31, 2025
Assured Guaranty Q4 2025 Earnings Report
Assured Guaranty reported fourth quarter 2025 net income attributable to AGL of 119000000 and gross written premiums of 61000000, with continued capital return to shareholders.
Key Takeaways
Assured Guaranty delivered strong Q4 2025 results with net income of 119000000 and adjusted operating income of 109000000, supported by solid insurance segment performance and 61000000 in gross written premiums. The company returned 147000000 to shareholders during the quarter.
Net income attributable to AGL was 119000000, or 2.53 per diluted share
Adjusted operating income was 109000000, or 2.32 per diluted share
Gross written premiums totaled 61000000 in the quarter
Returned 147000000 to shareholders through buybacks and dividends
Revenue by Segment
Forward Guidance
Management highlighted a robust transaction pipeline heading into 2026 and continued focus on capital management, including share repurchases under the existing authorization.
Positive Outlook
- Robust transaction pipeline entering 2026
- Continued leadership in U.S. municipal bond insurance market
- Ongoing share repurchase authorization of 204000000 as of February 25, 2026
- Diversification into annuity reinsurance market
- Strong adjusted book value per share growth year-over-year
Challenges Ahead
- Exposure to foreign exchange volatility
- Sensitivity to credit market conditions
- Potential variability in structured finance production
- Loss exposure in public finance sectors including PREPA
Historical Earnings Impact
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Avg. Return Before/After Earnings
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