ASSURED GUARANTY LTD — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Assured Guaranty Ltd. reported Q2 2026 GAAP net income of $39 million ($0.88/share) and adjusted operating income of $55 million ($1.23/share). Shareholders' equity per share reached record $126.18; adjusted operating shareholders' equity per share hit $129.94; adjusted book value per share reached $189.72—all per-share records. Gross written premiums (GWP) were $81 million; present value of new business production (PVP) was $79 million. The company returned $62 million to shareholders via $45 million in repurchases and $17 million in dividends. Financial Guaranty segment adjusted operating income rose to $85 million from $76 million YoY, driven by lower loss expenses and higher net earned premiums. Annuity Reinsurance segment (acquired January 21, 2026 as Assured Life Re) contributed $2 million adjusted operating income. H1 2026 GWP increased 26% vs. H1 2025 ($151M vs. $120M); PVP increased 48% ($152M vs. $103M).
Why this rating
Record per-share equity metrics and 26–48% YoY production growth are encouraging, but Q2 net income and adjusted operating income are modest relative to $4B market cap (~1% return). Annuity Reinsurance remains immaterial. No major M&A or portfolio disruption.
See more from August 6, 2026.
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