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Mar 31, 2024

Assured Guaranty Q1 2024 Earnings Report

Assured Guaranty reported excellent first quarter results with increased net income and adjusted operating income, reaching record levels in shareholders' equity and book value per share. New business production reflected strong activity in U.S. public finance and global structured finance.

Key Takeaways

Assured Guaranty's first quarter 2024 results showed a 35% year-over-year increase in net income and a 66% increase in adjusted operating income. Shareholders' equity per share, adjusted operating shareholders' equity per share, and adjusted book value per share all reached record levels. New business written produced $61 million of GWP and $63 million of PVP.

Net income attributable to Assured Guaranty Ltd. was $109 million, or $1.89 per share for first quarter 2024.

Adjusted operating income was $113 million, or $1.96 per share, for first quarter 2024.

Capital returned to shareholders was $148 million, including share repurchases of $129 million and dividends of $19 million.

Share repurchase authorization was increased by $300 million on May 2, 2024.

Total Revenue
$238M
Previous year: $81M
+193.8%
EPS
$1.96
Previous year: $1.12
+75.0%
Gross Written Premiums
$61M
Previous year: $86M
-29.1%
Total Capital Returned
$148M
Gross Profit
$188M
Previous year: $175M
+7.4%
Cash and Equivalents
$137M
Previous year: $130M
+5.4%
Total Assets
$12.2B
Previous year: $16.8B
-27.5%

Assured Guaranty

Assured Guaranty

Assured Guaranty Revenue by Segment

Forward Guidance

Any forward-looking statements made in this press release reflect the Company’s current views with respect to future events and financial performance and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Revenue & Expenses

Visualization of income flow from segment revenue to net income