Assured Guaranty (AGO)

• Market cap: $4.46B
• 1 day: 2.10%
• 5 days: -2.46%
• 1 month: -3.88%
• 3 months: 8.18%
• 6 months: 11.68%
• Year to date: 17.45%
• 1 year: 20.57%
• 5 years: 77.28%
• 10 years: 244.46%
• Sector: Financials
• Industry: Surety Insurance

About: Assured Guaranty Ltd. provides credit protection products to the United States and international public finance and structured finance markets, and manages assets across collateralized loan obligations as well as opportunity funds and liquid funds that build on its corporate credit, asset-based finance, municipal and healthcare experience. The company is operating in two segments Insurance segment and the Asset Management segment. The majority of the revenue earned by the company from the Insurance segment.

Employees: 350

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]

3% less capital invested

Capital invested by funds: $3.78B [Q2] → $3.67B (-$107M) [Q3]

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

1% less funds holding

Funds holding: 321 [Q2] → 317 (-4) [Q3]

2.46% less ownership

Funds ownership: 89.98% [Q2] → 87.53% (-2.46%) [Q3]

22% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 119

74% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $52.7M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $95 8% upside
• Avg. target: $100 14% upside
• High target: $105 20% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

UBS Brian Meredith 74% 1-year accuracy 29 / 39 met price target	8% upside $95	Neutral Maintained	18 Nov 2024
Keefe, Bruyette & Woods Thomas McJoynt-Griffith 62% 1-year accuracy 8 / 13 met price target	20% upside $105	Outperform Maintained	18 Nov 2024