“Other Structured Finance : The benefit attributable to other structured finance of $65 million was primarily attributable to recoveries related to the resolution of the LBIE litigation.”10-Q · Aug 7, 2026 ↗
Assured Guaranty Ltd.
AGO
Market read
Assured Guaranty Ltd.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- AGO's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AGO's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- AGO's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
- P/E is 52% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
73.14Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Adjusted operating shareholders’ equity is defined as shareholders’ equity attributable to AGL, as reported under GAAP, adjusted for the following: 1) Elimination of non-credit impairment-related fair value gains (losses) on credit derivatives that are report…”10-Q · Aug 7, 2026 ↗
“Changes in fair value of available-for-sale investments attributable to changes in foreign exchange rates are recorded in other comprehensive income.”10-K · Feb 27, 2026 ↗
“Principal and Carrying Amounts of Long-Term Debt As of December 31, 2025 As of December 31, 2024 Principal Carrying Value Principal Carrying Value (in millions) AGUS 6.125 % Senior Notes $ 350 $ 347 $ 350 $ 346 AGUS 3.15 % Senior Notes 500 497 500 496 AGUS 7…”10-K · Feb 27, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 10:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AGO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AGO. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AGO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
WTMWhite Mountains Insurance Group, Ltd.competitorFeb 27, 2026 ▾
“BAM’s primary competitor is Assured Guaranty Ltd.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AGO is currently a Leader in the organic co-movement group Financial Guaranty Insurance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AGO; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.