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Assured Guaranty Ltd Q2 2026: Revenue $195M, EPS $0.88— 10-Q Summary

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Assured Guaranty Ltd reported results for the second quarter of 2026 with total revenues of $195M and diluted EPS of $0.88, down from $281M revenue and $2.08 EPS in the year‑ago quarter; net income attributable to the company was $39M versus $103M in Q2 2025.

Financial Highlights

  • Revenue was $195M in Q2 2026, compared with $281M in Q2 2025.
  • Net income attributable to Assured Guaranty Ltd. was $39M in Q2 2026, compared with $103M in Q2 2025.
  • Diluted EPS was $0.88 in Q2 2026, compared with $2.08 in Q2 2025.

Business Highlights

  • Adjusted operating income was supported by growth in the Financial Guaranty segment while annuity reinsurance and asset management added diversified fee streams.
  • New business production: present value of premiums (PVP) rose to $79M driven mainly by infrastructure and fund finance; gross par written shifted toward shorter‑duration structured deals.
  • Annuity reinsurance expanded after the January 2026 acquisition of Warwick/Assured Life Re, adding PRT and MYGA platforms and associated asset‑liability hedging capabilities.
  • Investment strategy: a $1B commitment to Sound Point targets alternative credit to reallocate alternatives and enhance returns.
  • Loss mitigation: active workouts, purchases and legal actions (including matters in Puerto Rico and Brightline) continued to reduce insured losses and improve recoveries.

Original SEC Filing: ASSURED GUARANTY LTD [ AGO ] - 10-Q - Aug. 07, 2026

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