AGO Assured Guaranty (AGO) Insider Trading, Ownership & Congress Trades
Insurance · Surety insurance · CIK 0001273813
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
170
13F, latest reported quarter
What the filings say about AGO
Insiders, 180 days
-$4.0M net sold
2 sellers · 0% of sales under a 10b5-1 plan
Assured Guaranty insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ASSURED GUARANTY LTD insiders sold a net $4.0M of stock across 47 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Mar 4, 2026.
- The trade is 11.2% of the 9,307 shares held after it.
- 1 other insider sold within 30 days.
- 170 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Radtke Lorin sold about $77.8K of AGO on May 29, 2026; 1 other insider sold within 30 days and 170 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Aug 11, 2025.
- The trade is 6.1% of the 288,604 shares held after it.
- 1 other insider sold within 30 days.
- 170 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Bailenson Robert sold about $1.4M of AGO on May 11, 2026; 1 other insider sold within 30 days and 170 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Aug 11, 2025.
- The trade is 12.6% of the 256,251 shares held after it.
- 1 other insider sold within 30 days.
- 170 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Bailenson Robert sold about $2.6M of AGO on May 11, 2026; 1 other insider sold within 30 days and 170 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 69.9% of the 176,952 shares held after it.
- 2 other insiders sold within 30 days.
- 170 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BORGES FRANCISCO L sold about $9.9M of AGO on Mar 30, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 170 funds added in the latest 13F quarter.Context
- 17 earlier Form 4 trades (code P or S) here by this insider (17 sales), the last on Mar 20, 2026.
- The trade is 2.4% of the 1,264,295 shares held after it.
- 2 other insiders sold within 30 days.
- 170 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President/CEO/Deputy Chairman FREDERICO DOMINIC sold about $2.4M of AGO on Mar 23, 2026; 2 other insiders sold within 30 days and 170 funds added in the latest 13F quarter.47 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$4.0M over 180 days
below 58% of Insurance
Congress
no House purchase disclosed in the last 12 months
Funds
170 funds bought in last quarter
more than 55% of Insurance
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
$120.0M repurchased, FY to 2026-06-30
below 59% of Insurance
Short interest
5.9% of the float short (float per yahoo 2026-10-27) · 6.2 days to cover · settled 2026-10-15
more than 84% of Insurance
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch AGO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-14.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AGO: institutional holders (13F)
13F holdings, latest reported quarter
5,787,502 sh
$463.9M
3,965,491 sh
$317.9M
3,027,991 sh
$242.7M
1,916,655 sh
$153.6M
1,586,416 sh
$127.2M
Congress trades in AGO
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AGO planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
HOLLY HORN
Filed 2026-06-23
$500.0K
AGO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
VELA SMALL CAP FUND
$2.7M position · as of 2026-06-30
1.5%
JAMES SMALL CAP FUND
$1.1M position · as of 2026-06-30
1.2%
Small-MidCap Dividend Income Fund
$17.5M position · as of 2026-05-31
1.1%
Invesco Zacks Multi-Asset Income ETF
$1.3M position · as of 2026-07-31
1.0%
Invesco S&P SmallCap Low Volatility ETF
$2.3M position · as of 2026-05-31
1.0%
Invesco S&P SmallCap Financials ETF
$193.5K position · as of 2026-05-31
0.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Dominic J. Frederico
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$13.8M
$14.5M
$5.9M
+211%
+101%
2024
$14.9M
$25.7M
$4.5M
+206%
+76%
2023
$13.5M
$26.8M
$3.8M
+151%
+34%
2022
$13.6M
$28.9M
$3.7M
+105%
+19%
2021
$14.5M
$23.8M
$4.3M
+62%
+36%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $4.0M sold by insiders over 180 days, 170 funds added last quarter. Each figure is a federal filing, dated the day it went public.
AGO financials
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$940.0M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AGO
| FY Dec 2025 | $1.1B |
| FY Dec 2024 | $872.0M |
| FY Dec 2023 | $1.4B |
| FY Dec 2022 | $723.0M |
| FY Dec 2021 | $848.0M |
| Jun 2026 | $195.0M |
| Mar 2026 | $261.0M |
| Dec 2025 | $277.0M |
| Sep 2025 | $207.0M |
| Jun 2025 | $281.0M |
| Mar 2025 | $345.0M |
| Dec 2024 | $156.0M |
| Sep 2024 | $269.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+37.3%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AGO
| FY Dec 2025 | +45.3% |
| FY Dec 2024 | +43.1% |
| FY Dec 2023 | +53.8% |
| FY Dec 2022 | +17.2% |
| FY Dec 2021 | +45.9% |
| Jun 2026 | +20.0% |
| Mar 2026 | +33.7% |
| Dec 2025 | +43.0% |
| Sep 2025 | +50.7% |
| Jun 2025 | +36.7% |
| Mar 2025 | +51.0% |
| Dec 2024 | +11.5% |
| Sep 2024 | +63.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM AGO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
0.31x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity AGO
| FY Dec 2025 | 0.30x |
| FY Dec 2024 | 0.31x |
| FY Dec 2023 | 0.30x |
| FY Dec 2022 | 0.33x |
| FY Dec 2021 | 0.27x |
| Jun 2026 | 0.31x |
| Mar 2026 | 0.31x |
| Dec 2025 | 0.30x |
| Sep 2025 | 0.30x |
| Jun 2025 | 0.30x |
| Mar 2025 | 0.30x |
| Dec 2024 | 0.31x |
| Sep 2024 | 0.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.19x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt AGO
| FY Dec 2025 | 0.15x |
| FY Dec 2024 | 0.03x |
| FY Dec 2023 | 0.27x |
| FY Dec 2022 | -1.48x |
| FY Dec 2021 | -1.16x |
| Jun 2026 | 0.19x |
| Mar 2026 | 0.21x |
| Dec 2025 | 0.15x |
| Sep 2025 | 0.16x |
| Jun 2025 | 0.13x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.03x |
| Sep 2024 | 0.12x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+6.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AGO
| FY Dec 2025 | +9.0% |
| FY Dec 2024 | +6.7% |
| FY Dec 2023 | +13.7% |
| FY Dec 2022 | +2.2% |
| FY Dec 2021 | +6.0% |
| Jun 2026 | +6.3% |
| Mar 2026 | +7.5% |
| Dec 2025 | +9.0% |
| Sep 2025 | +7.1% |
| Jun 2025 | +8.4% |
| Mar 2025 | +7.9% |
| Dec 2024 | +6.7% |
| Sep 2024 | +13.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AGO
| FY Dec 2025 | +4.2% |
| FY Dec 2024 | +3.1% |
| FY Dec 2023 | +5.0% |
| FY Dec 2022 | +0.7% |
| FY Dec 2021 | +2.3% |
| Jun 2026 | +2.8% |
| Mar 2026 | +3.4% |
| Dec 2025 | +4.2% |
| Sep 2025 | +3.3% |
| Jun 2025 | +3.9% |
| Mar 2025 | +3.7% |
| Dec 2024 | +3.1% |
| Sep 2024 | +6.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital AGO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed AGO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
9.31x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AGO
| FY Dec 2025 | 8.78x |
| FY Dec 2024 | 13.04x |
| FY Dec 2023 | 6.08x |
| FY Dec 2022 | 33.12x |
| FY Dec 2021 | 9.62x |
| Jun 2026 | 10.69x |
| Mar 2026 | 9.37x |
| Dec 2025 | 8.78x |
| Sep 2025 | 10.41x |
| Jun 2025 | 9.55x |
| Mar 2025 | 10.43x |
| Dec 2024 | 13.04x |
| Sep 2024 | 6.22x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no cash line filed
Enterprise value AGO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield AGO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -18%, PEG needs growth
PEG, trailing AGO
| FY Dec 2025 | 0.18x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.01x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.44x |
| Jun 2026 | n/a |
| Mar 2026 | 3.17x |
| Dec 2025 | 0.18x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 0.09x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.1B | $872.0M | $1.4B | $723.0M |
| Net income | $503.0M | $376.0M | $739.0M | $124.0M |
| EPS (diluted) | 10.26 | 6.87 | 12.30 | 1.92 |
| Operating cash flow | $259.0M | $47.0M | $461.0M | -$2.5B |
| Long-term debt | $1.7B | $1.7B | $1.7B | $1.7B |
| Buybacks | $500.0M | $502.0M | $199.0M | $500.0M |
| Dividends paid | $68.0M | $68.0M | $67.0M | $64.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
AGO Stock Sonar score 5/7 axes
Find similar shapesCompareAGO ranks highest on institutional and government (57th percentile) and financial health (36th), and lowest on insider conviction (20th), among Insurance peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AGO filings, in plain words
Are Assured Guaranty insiders buying or selling AGO?
In the 180 days to 2026-10-28, Assured Guaranty insiders were net sellers, a net $4.0M across purchases and sales reported on Form 4, by 2 sellers.
Read the full summary
In the 180 days to 2026-10-28, Assured Guaranty insiders were net sellers of AGO, a net $4.0M across purchases and sales reported on Form 4 by 2 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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