Financial guaranty insurer Assured Guaranty (NYSE: AGO) will be announcing earnings results this Thursday after the bell. Here’s what to expect.
Assured Guaranty beat analysts’ revenue expectations by 51.2% last quarter, reporting revenues of $281 million, up 39.1% year on year. It was a softer quarter for the company, with a significant miss of analysts’ EPS estimates and a miss of analysts’ net premiums earned estimates.
Is Assured Guaranty a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Assured Guaranty’s revenue to decline 31.4% year on year to $184.5 million, improving from the 33.3% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.54 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Assured Guaranty has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 43.5% on average.
Looking at Assured Guaranty’s peers in the property & casualty insurance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Stewart Information Services delivered year-on-year revenue growth of 19.1%, beating analysts’ expectations by 30.8%, and Skyward Specialty Insurance reported revenues up 27.1%, topping estimates by 14.3%. Stewart Information Services traded down 4.1% following the results while Skyward Specialty Insurance was up 1.4%.
Read our full analysis of Stewart Information Services’s results here and Skyward Specialty Insurance’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.3% on average over the last month. Assured Guaranty is down 2% during the same time and is heading into earnings with an average analyst price target of $105.75 (compared to the current share price of $82.03).
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