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Assured Guaranty's Q1 Surge: Why the Market is Misreading This Specialty Insurer

2 weeks ago

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KBRA Affirms Assured Guaranty's AA+ Insurance Financial Strength Ratings with Stable Outlook

KBRA affirmed Assured Guaranty's AA+ insurance financial strength ratings with a stable outlook, reflecting the company's strong capital position and consistent performance.

AGO

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SiriusPoint: The Turnaround Is Over, But The Valuation Hasn't Caught Up

SiriusPoint's underwriting profile has shifted to lower-risk, with reduced catastrophe exposure making earnings more durable. Capital allocation now targets buybacks and preferred redemptions, but the...

SPNT

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Until The Housing Market Improves, Essent Group Looks Like A Value Trap

Essent Group faces structural headwinds despite Q1 2026 earnings beats, as top-line growth slows and expenses rise. While EPS gains were supported by aggressive share buybacks, the company's market sh...

ESNT

Stock News•3 months ago

Assured Guaranty's Selloff Has Created A Strong Buying Opportunity

Assured Guaranty (AGO) shares currently trade at 39.8% of adjusted book value per share. The company reported Q1 2026 adjusted operating income of $2.50/share, while new business production nearly dou...

AGO