Every material Form 8-K Assured Guaranty has filed with the SEC since August 07, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Assured Guaranty Ltd. made available its Assured Guaranty Inc. financial supplement for the period ended September 30, 2026, and a fixed income investor presentation on its website. The filing is a Regulation FD disclosure that points to materials but does not state any financial results, guidance or other figures in the text itself.
Materials posted to the Investor Information section of the company website on November 6, 2026
Documents include the Assured Guaranty Inc. September 30, 2026 Financial Supplement
Also included is a Fixed Income Investor Presentation for the period ended September 30, 2026
Assured Guaranty reported third quarter 2026 net income attributable to the company of $78 million, or $1.75 per diluted share, down from $105 million, or $2.18, a year earlier. Adjusted operating income also declined, to $86 million, or $1.94 per share, from $124 million, or $2.57, in third quarter 2025, so the headline profit measures fell year over year for shareholders.
Net income attributable to AGL was $78 million, or $1.75 per diluted share, versus $105 million, or $2.18, in third quarter 2025.
Adjusted operating income was $86 million, or $1.94 per share, versus $124 million, or $2.57, a year earlier.
Shareholders' equity per share fell to $122.91 at September 30, 2026 from $125.32 at December 31, 2025, while adjusted book value per share rose to $192.60 from $186.43.
Third quarter capital returned to shareholders was $27 million, including $10 million of share repurchases and $17 million of dividends.
Assured Guaranty reported second quarter 2026 GAAP net income attributable to the company of $39 million, or $0.88 per diluted share, down from $103 million, or $2.08 per share, a year earlier. Adjusted operating income rose to $55 million, or $1.23 per share, from $50 million, or $1.01 per share, and the company returned $62 million to shareholders in the quarter through buybacks and dividends.
GAAP net income attributable to the company was $39 million ($0.88 per diluted share) in Q2 2026, versus $103 million ($2.08) in Q2 2025.
Adjusted operating income was $55 million ($1.23 per share), versus $50 million ($1.01) in Q2 2025.
Shareholders' equity per share was $126.18 as of June 30, 2026, and adjusted book value per share was $189.72; the CEO said both reached record highs.
Capital returned to shareholders in Q2 2026 was $62 million, including $45 million of share repurchases and $17 million of dividends.
Assured Guaranty reported first quarter 2026 net income attributable to the company of $88 million, or $1.91 per diluted share, down from $176 million, or $3.44 per share, a year earlier. Adjusted operating income also fell, to $115 million, or $2.50 per share, from $162 million, or $3.18 per share, and total revenues were $261 million versus $345 million. The company also plans to cut its share repurchases to a target of $30 million over the next three months, down from $75 million in the first quarter.
Net income attributable to the company was $88 million, or $1.91 per diluted share, versus $176 million, or $3.44, in first quarter 2025.
Adjusted operating income was $115 million, or $2.50 per share, versus $162 million, or $3.18, a year earlier.
Shareholders' equity per share was $124.28 at March 31, 2026, down from $125.32 at December 31, 2025, while adjusted book value per share rose to $188.74 from $186.43.
Share repurchases are planned to fall to a $30 million target over the next three months, from $75 million in the first quarter.
Assured Guaranty Ltd. furnished audited December 31, 2025 financial statements for its subsidiary Assured Guaranty Re Ltd., with a second set for Assured Guaranty Re Overseas Ltd. attached as Exhibit 99.2. The subsidiary's 2025 net income and total revenues both rose from 2024, and it paid $80.0 million in dividends, down from $97.4 million. These are subsidiary-level figures, not the parent's consolidated results.
Net income for the year ended December 31, 2025 was $124.6 million, versus $98.5 million in 2024.
Total revenues were $198.1 million in 2025, versus $163.3 million in 2024.
Dividends were $80.0 million in 2025, down from $97.4 million in 2024.
Total shareholder's equity was $1.17 billion at December 31, 2025, versus $1.09 billion a year earlier.
Assured Guaranty's Chief Credit Officer, Stephen Donnarumma, notified the company on March 13, 2026 that he will retire effective September 30, 2026. He will then serve as a senior advisor to the CEO through April 2, 2027, which gives the company a transition period for the credit role.
Stephen Donnarumma notified the company of his retirement on March 13, 2026, effective September 30, 2026.
He will serve as a senior advisor to the Chief Executive Officer from October 1, 2026 until April 2, 2027.
He has been Chief Credit Officer of Assured Guaranty Ltd. since 2018 and of Assured Guaranty Inc. since 2007, and joined the company in 1993.
Assured Guaranty Ltd. filed audited 2025 combined financial statements for its subsidiary Assured Guaranty Inc. and posted them on its website, along with a financial supplement and a fixed income investor presentation. The subsidiary reported total revenues of $806 million for 2025, up from $668 million in 2024, and net income attributable to Assured Guaranty Inc. of $437 million, up from $402 million. The filing covers the subsidiary only, not the parent's consolidated results.
Total revenues were $806 million in 2025, compared with $668 million in 2024.
Net income attributable to Assured Guaranty Inc. was $437 million in 2025, compared with $402 million in 2024.
Dividends paid to the parent were $287 million in 2025, compared with $400 million in 2024.
Total shareholder's equity was $5,485 million as of December 31, 2025, compared with $5,376 million a year earlier.
Assured Guaranty reported fourth quarter 2025 net income attributable to the company of $119 million, or $2.53 per diluted share, up from $18 million, or $0.35 per share, a year earlier. For full year 2025, net income was $503 million, or $10.26 per share, compared with $376 million, or $6.87 per share, in 2024. The company also reported that it returned $500 million to shareholders through share repurchases in 2025.
Q4 2025 adjusted operating income was $109 million, or $2.32 per share, versus $66 million, or $1.27 per share, in Q4 2024.
FY 2025 adjusted operating income was $445 million, or $9.08 per share, versus $389 million, or $7.10 per share, in FY 2024.
Q4 2025 gross written premiums were $61 million, down from $186 million in Q4 2024; FY 2025 gross written premiums were $256 million, down from $440 million.
Shareholders' equity attributable to the company was $125.32 per share as of December 31, 2025, up from $108.80 a year earlier.
Assured Guaranty's UK subsidiary closed its purchase of Warwick Company (UK) Limited on January 21, 2026, for approximately $158 million in cash, subject to post-closing adjustments. The Bermuda-based reinsurer, renamed Assured Life Reinsurance Ltd., gives the company an entry into the annuity reinsurance market. The filing does not report financial results of the acquired business, so its effect on earnings is not quantified.
Purchase price of approximately $158 million in cash, subject to post-closing adjustments; part held by an escrow agent pending a final book value based on the December 31, 2025 balance sheet
Acquired Warwick Re Limited, a Bermuda Class E life reinsurer, and renamed it Assured Life Reinsurance Ltd.
Dan Bevill named President of Assured Life Re, which plans to reinsure fixed-term and pension risk transfer annuities
Assured Guaranty reported third quarter 2025 GAAP net income of $105 million, or $2.18 per diluted share, down from $171 million, or $3.17, a year earlier. Adjusted operating income rose to $2.57 per share from $2.42, while total adjusted operating income fell to $124 million from $130 million, and the Board authorized an additional $100 million of share repurchases.
GAAP net income attributable to Assured Guaranty was $105 million, or $2.18 per diluted share, in Q3 2025, versus $171 million, or $3.17, in Q3 2024.
Adjusted operating income was $124 million, or $2.57 per share, versus $130 million, or $2.42, in Q3 2024.
The Company repurchased $118 million of shares in Q3 2025, and its Board authorized an additional $100 million on November 5, 2025.
Shareholders' equity attributable to Assured Guaranty per share was $121.13 as of September 30, 2025, up from $108.80 at December 31, 2024.
Assured Guaranty reported second quarter 2025 GAAP net income of $103 million, or $2.08 per diluted share, up from $78 million, or $1.41, a year earlier. Adjusted operating income fell to $50 million, or $1.01 per share, from $80 million, or $1.44, and the company said the GAAP gain included a $71 million pre-tax foreign exchange gain that it excludes from adjusted results. The board also raised its share repurchase authorization by $300 million on August 6, 2025.
GAAP net income attributable to Assured Guaranty was $103 million, or $2.08 per diluted share, versus $78 million, or $1.41, in Q2 2024.
Adjusted operating income was $50 million, or $1.01 per share, versus $80 million, or $1.44, in Q2 2024.
Shareholders' equity per share was a record $117.10 as of June 30, 2025.
Capital returned in Q2 2025 was $150 million, including $131 million of share repurchases and $19 million of dividends; the board authorized an additional $300 million of repurchases on August 6, 2025.
Assured Guaranty reported first quarter 2025 net income attributable to the company of $176 million, or $3.44 per diluted share, up from $109 million, or $1.89, a year earlier. Results were helped by a $103 million pre-tax gain from the resolution of the LBIE litigation, and the company returned $138 million to shareholders in the quarter, including $120 million of share repurchases.
Net income attributable to Assured Guaranty was $176 million ($3.44 per diluted share) for Q1 2025, versus $109 million ($1.89) in Q1 2024.
Adjusted operating income was $162 million ($3.18 per share), versus $113 million ($1.96) in Q1 2024.
The company recognized a $103 million pre-tax gain tied to the LBIE litigation.
Capital returned in Q1 2025 was $138 million, including $120 million of buybacks and $18 million of dividends; about $181 million of repurchase authorization remained as of May 8, 2025.
Assured Guaranty Ltd. furnished audited 2024 financial statements for two subsidiaries, Assured Guaranty Re Ltd. (Exhibit 99.1) and Assured Guaranty Re Overseas Ltd. (Exhibit 99.2). Assured Guaranty Re Ltd. reported net income of $98.5 million for 2024, down from $283.5 million in 2023, while total revenues fell to $163.3 million from $192.1 million. These are subsidiary-level figures, and the filing does not give the parent's consolidated results.
Assured Guaranty Re Ltd. net income was $98.5 million in 2024 versus $283.5 million in 2023
Total revenues were $163.3 million versus $192.1 million; net earned premiums rose to $96.4 million from $81.3 million
Loss and loss adjustment expenses were a $2.3 million benefit in 2024, compared with a $50.8 million expense in 2023
Dividends were $97.4 million in 2024 versus $53.4 million in 2023; statements dated April 1, 2025
Assured Guaranty Ltd. made available the audited 2024 combined financial statements of its subsidiary Assured Guaranty Inc., along with a financial supplement and a fixed income investor presentation. For 2024, the subsidiary reported total revenues of $668 million, down from $799 million in 2023, and net income attributable to Assured Guaranty Inc. of $402 million, down from $424 million.
Total revenues were $668 million in 2024, compared with $799 million in 2023.
Net income attributable to Assured Guaranty Inc. was $402 million in 2024, compared with $424 million in 2023.
Total shareholder's equity was $5,376 million at December 31, 2024, down from $5,795 million a year earlier.
The subsidiary paid $400 million in dividends and redeemed $400 million of common stock in 2024.
Assured Guaranty reported fourth quarter 2024 net income attributable to the company of $18 million, or $0.35 per diluted share, down from $376 million, or $6.40 per share, a year earlier. The prior-year quarter included a $208 million benefit from tax law changes, and full-year 2024 net income fell to $376 million, or $6.87 per share, from $739 million, or $12.30 per share. For shareholders, the decline in reported earnings is large, though the company also repurchased $502 million of shares in 2024.
Q4 2024 adjusted operating income was $66 million, or $1.27 per share, versus $338 million, or $5.75 per share, in Q4 2023.
Full-year 2024 adjusted operating income was $389 million, or $7.10 per share, versus $648 million, or $10.78 per share, in 2023.
Q4 2024 total revenues were $156 million, versus $327 million in Q4 2023; full-year revenues were $872 million, versus $1,373 million.
As of February 27, 2025, the company was authorized to buy back about $276 million of its common shares, and it expects a gain of about $103 million in Q1 2025 from the LBIE litigation.
Assured Guaranty reported third quarter 2024 GAAP net income of $171 million, or $3.17 per diluted share, up from $157 million, or $2.60, a year earlier. Adjusted operating income, the measure management uses for its core results, fell to $130 million, or $2.42 per share, from $206 million, or $3.42, partly because the 2023 period included a $241 million pre-tax gain from the Sound Point and AHP transactions.
GAAP net income was $171 million, or $3.17 per diluted share, for Q3 2024, versus $157 million, or $2.60, for Q3 2023; the company cited a $54 million foreign exchange gain among pre-tax adjustments.
Adjusted operating income was $130 million, or $2.42 per share, versus $206 million, or $3.42, in Q3 2023.
Q3 2024 capital returned to shareholders totaled $147 million, including $131 million of share repurchases and $16 million of dividends.
On November 8, 2024, the board authorized an additional $250 million of share repurchases; about $385 million remained authorized as of that date.
Assured Guaranty reported second quarter 2024 results. GAAP net income attributable to the company was $78 million, or $1.41 per diluted share, down from $125 million, or $2.06, a year earlier. Adjusted operating income rose to $80 million, or $1.44 per share, from $36 million, or $0.60, and the company returned $169 million to shareholders in the quarter.
GAAP net income attributable to Assured Guaranty Ltd. was $78 million, or $1.41 per diluted share, in Q2 2024, versus $125 million, or $2.06, in Q2 2023.
Adjusted operating income was $80 million, or $1.44 per share, in Q2 2024, versus $36 million, or $0.60, in Q2 2023.
Capital returned to shareholders in Q2 2024 totaled $169 million, including $152 million of share repurchases and $17 million of dividends.
A $300 million stock redemption by Assured Guaranty Inc. was completed on August 5, 2024, after the AGM merger into AG on August 1.
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