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Assured Guaranty (AGO) investor relations material
Assured Guaranty Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Adjusted book value per share reached $176.95 and adjusted operating shareholders' equity per share hit $120.11, both record highs as of June 30, 2025.
Net income for Q2 2025 was $103 million ($2.08 per share), up from $78 million in Q2 2024, driven by foreign exchange gains and litigation recovery.
Adjusted operating income was $50 million ($1.01 per share) for Q2 2025 and $212 million ($4.21 per share) for H1 2025.
Insured $15 billion of new business par in H1 2025, the largest first-half amount in a decade, with a 64% market share in the primary market.
Returned $296 million to shareholders YTD through repurchases and dividends, with an additional $300 million authorized and a $250 million special dividend approved.
Financial highlights
Q2 2025 adjusted operating income was $50 million ($1.01/share), down from $80 million ($1.44/share) in Q2 2024.
Net investment income for Q2 2025 was $89 million, a 10% increase year-over-year.
Deferred premium revenue stood at $3.9 billion, indicating strong future earnings.
Insurance segment contributed $76 million, asset management $4 million, offset by a $29 million corporate loss in Q2 2025.
Net earned premiums and net investment income both increased year-over-year.
Outlook and guidance
Board authorized an additional $300 million for share repurchases as of August 2025.
U.S. municipal issuance continued at a record pace in H1 2025, with insured par up $3.3 billion year-over-year.
Management expects continued volatility in net income due to market conditions, loss development, and fair value changes.
Dividend capacity for AG in 2025 is $287 million; $72 million dividend payment planned for Q3 2025.
Economic uncertainty, inflation, and global trade tensions are expected to impact insured obligors and new business opportunities.
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Next Assured Guaranty earnings date
Q3 202511 Nov, 2025
Next Assured Guaranty earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
Assured Guaranty Ltd. is a Bermuda-based holding company primarily engaged in providing financial guaranty insurance. The company offers insurance, reinsurance, and other financial products to the public finance, structured finance, and infrastructure sectors. Its services include insuring municipal bonds, infrastructure projects, and structured finance securities, thereby enhancing their credit quality and reducing the risk for investors. Assured Guaranty Ltd. operates through various subsidiaries, which are involved in underwriting, credit analysis, and portfolio management to ensure the stability and reliability of its insurance products. The company is headquartered in Hamilton, Bermuda, and its shares are listed on the NYSE.
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