AGO ASSURED GUARANTY LTD
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q1 2026: $120M, Q3 2025: $131M, Q2 2025: $152M, Q1 2025: $129M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $120M vs trailing avg $137M (-13%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-58M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
1 open-market purchase by ASSURED GUARANTY LTD
- ASSURED GUARANTY LTD () bought 242,718 shares at $24.72 on 2026-04-30
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Company buybacks in 4 quarters but insufficient insider buying
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $6M, sold $14M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 4.5x more than bought. 3 C-suite officers among sellers
- FREDERICO DOMINIC (President/CEO/Deputy Chairman) sold 29,998 shares on 2026-03-23
- FREDERICO DOMINIC (President/CEO/Deputy Chairman) sold 20,002 shares on 2026-03-20
- FREDERICO DOMINIC (President/CEO/Deputy Chairman) sold 25,000 shares on 2025-09-23
- Bailenson Robert (Chief Operating Officer) sold 40,000 shares on 2025-08-11
- FREDERICO DOMINIC (President/CEO/Deputy Chairman) sold 71,917 shares on 2025-05-19
- FREDERICO DOMINIC (President/CEO/Deputy Chairman) sold 10,438 shares on 2025-05-20
- Bieling Laura (Chief Accounting Officer) sold 2,649 shares on 2025-05-13