Healthcare of Ontario Pension Plan Trust Fund Sells 54,000 Shares of Assured Guaranty Ltd. $AGO

Posted by Geri Gentry on Aug 2nd, 2026

Healthcare of Ontario Pension Plan Trust Fund reduced its stake in shares of Assured Guaranty Ltd. (NYSE:AGO – Free Report) by 73.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,821 shares of the financial services provider’s stock after selling 54,000 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Assured Guaranty were worth $1,615,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of AGO. River Road Asset Management LLC grew its position in Assured Guaranty by 2.3% in the 4th quarter. River Road Asset Management LLC now owns 1,885,863 shares of the financial services provider’s stock worth $169,483,000 after purchasing an additional 42,311 shares during the last quarter. First Trust Advisors LP lifted its stake in shares of Assured Guaranty by 9.8% in the fourth quarter. First Trust Advisors LP now owns 1,464,219 shares of the financial services provider’s stock valued at $131,589,000 after buying an additional 131,195 shares during the period. Reinhart Partners LLC. grew its position in Assured Guaranty by 11.7% during the fourth quarter. Reinhart Partners LLC. now owns 1,262,698 shares of the financial services provider’s stock worth $113,480,000 after buying an additional 132,351 shares in the last quarter. Norges Bank acquired a new stake in Assured Guaranty during the fourth quarter worth about $51,538,000. Finally, AQR Capital Management LLC increased its stake in Assured Guaranty by 25.0% during the third quarter. AQR Capital Management LLC now owns 540,800 shares of the financial services provider’s stock valued at $45,779,000 after acquiring an additional 108,280 shares during the period. 92.22% of the stock is owned by institutional investors.

Assured Guaranty Stock Performance

NYSE AGO opened at $82.58 on Friday. Assured Guaranty Ltd. has a twelve month low of $72.76 and a twelve month high of $92.39. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 0.31. The stock has a market cap of $3.65 billion, a P/E ratio of 9.48 and a beta of 0.75. The company’s 50-day simple moving average is $79.73 and its 200 day simple moving average is $82.06.

Assured Guaranty (NYSE:AGO – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The financial services provider reported $2.50 EPS for the quarter, topping analysts’ consensus estimates of $1.50 by $1.00. The firm had revenue of $261.00 million during the quarter, compared to analysts’ expectations of $208.63 million. Assured Guaranty had a net margin of 40.45% and a return on equity of 6.98%. The company’s revenue for the quarter was down 24.3% compared to the same quarter last year. During the same quarter last year, the company earned $3.18 earnings per share. As a group, research analysts forecast that Assured Guaranty Ltd. will post 7.08 earnings per share for the current fiscal year.

Insider Transactions at Assured Guaranty

In related news, COO Robert Bailenson sold 50,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $78.62, for a total value of $3,931,000.00. Following the sale, the chief operating officer owned 256,251 shares of the company’s stock, valued at $20,146,453.62. The trade was a 16.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder Guaranty Ltd Assured purchased 209,388 shares of the stock in a transaction on Wednesday, July 22nd. The stock was bought at an average price of $24.83 per share, for a total transaction of $5,199,104.04. Following the completion of the transaction, the insider directly owned 1,212,106 shares of the company’s stock, valued at approximately $30,096,591.98. This trade represents a 20.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 5.70% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts have commented on AGO shares. Keefe, Bruyette & Woods cut their price target on Assured Guaranty from $103.00 to $101.00 and set an “outperform” rating for the company in a report on Friday, July 17th. Roth Capital lowered Assured Guaranty from a “buy” rating to a “neutral” rating and set a $80.00 price objective on the stock. in a report on Friday, May 8th. UBS Group upgraded Assured Guaranty from a “neutral” rating to a “buy” rating and set a $94.00 price objective on the stock in a research report on Monday, May 18th. Wall Street Zen upgraded Assured Guaranty from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Weiss Ratings raised Assured Guaranty from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, July 13th. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Assured Guaranty currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.67.

Read Our Latest Report on Assured Guaranty

Assured Guaranty Company Profile

(Free Report)

Assured Guaranty Ltd is a Bermuda-domiciled provider of financial guaranty insurance and reinsurance products serving public finance, infrastructure and structured finance markets. The company’s primary business activity is credit enhancement, whereby it guarantees the timely payment of principal and interest on debt obligations issued by municipal and infrastructure entities. By combining rigorous risk assessment with active portfolio management, Assured Guaranty helps issuers access capital at more attractive rates while protecting investors against credit events.

In its public finance segment, the company underwrites municipal bond insurance for state and local governments, public-private partnerships and essential infrastructure projects.