Aegon Ltd. AEG FINANCIAL
Company Overview
Aegon Ltd. provides insurance services in the Americas, the Netherlands, the United Kingdom, and internationally. It offers retirement plans, mutual funds, and unit-linked products; and annuities, life, and health insurance. The company provides its products under the Transamerica and World Financial Group brands. Aegon Ltd. was founded in 1844 and is based in Schiphol, the Netherlands.
Why Investors Should Care
Net profit has compounded at 90.5% per year over the last five years.
Revenue has grown at a 74.7% CAGR over the past five years.
Trades at a P/E of 12.2, below the sector median of 12.9.
Offers a dividend yield of 5.37%.
Recent Developments
- Dec 2025 Revenue of $26.86B (+37.6% YoY); net profit $977.00M.
- Trailing 12 Months Year-on-year growth — revenue -8.2%, earnings +7.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 74.7%, profit CAGR 90.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 74.71% |
| 1 Year: | -8.20% |
Compounded Profit Growth
| 5 Years: | 90.47% |
| 1 Year: | 7.90% |
Stock Price Performance
| 1 Year: | +26.35% |
| 6 Months: | +36.60% |
| 3 Months: | +17.33% |
| 1 Month: | -1.69% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)56.91 · Neutral
P/E of 12.16 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 74.7% over 5 years.
- Profit CAGR of 90.5% over 5 years.
- Attractive dividend yield of 5.37%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AEG Aegon Ltd. FINANCIAL | 9.12 | 12.16 | $13.42B | 5.37% | - | 11.07% | 74.71% | 90.47% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | -21.64B | 20.06B | 19.52B | 26.86B |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - |
| Operating Income | - | 834.00M | -384.00M | 666.00M | 1.05B |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 7.00M | 7.00M | 6.00M | 6.00M |
| Pretax Income | - | 827.00M | -391.00M | 660.00M | 1.04B |
| Tax Provision | - | 71.00M | -209.00M | -16.00M | 65.00M |
| Net Income | - | -570.00M | -179.00M | 688.00M | 977.00M |
| Diluted EPS | - | -0.80 | -0.12 | 0.37 | 0.59 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 380.71B | 301.58B | 327.39B | 317.23B |
| Current Assets | - | - | - | - | - |
| Cash & Equivalents | - | 3.40B | 4.07B | 3.47B | 2.73B |
| Inventory | - | - | - | - | - |
| Receivables | - | 7.86B | 3.57B | 3.83B | 3.47B |
| Total Liabilities | - | 369.78B | 292.03B | 318.08B | 307.74B |
| Current Liabilities | - | - | - | - | - |
| Long Term Debt | - | 6.46B | 4.68B | 4.74B | 3.53B |
| Total Debt | - | 6.67B | 4.92B | 5.00B | 3.73B |
| Total Equity | - | 10.76B | 9.43B | 9.19B | 9.41B |
| Shares Outstanding | - | 2.12B | 1.82B | 1.66B | 1.58B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 2.67B | 864.00M | 762.00M | 434.00M |
| Investing Cash Flow | - | 733.00M | -2.00B | 300.00M | 1.01B |
| Financing Cash Flow | - | -1.83B | -3.24B | -1.75B | -2.04B |
| Capital Expenditure | - | -98.00M | -116.00M | -66.00M | -54.00M |
| Free Cash Flow | - | 2.57B | 748.00M | 696.00M | 380.00M |
| Net Change in Cash | - | 1.57B | -4.37B | -693.00M | -591.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | -3.9% | -1.9% | 3.4% | 3.9% |
| Net Margin % | - | 2.6% | -0.9% | 3.5% | 3.6% |
| ROE % | - | -5.3% | -1.9% | 7.5% | 10.4% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Dodge & Cox Inc. | 2.84% | 44.64M | $403.50M |
| 2 | Dimensional Fund Advisors LP | 0.83% | 13.04M | $117.84M |
| 3 | Morgan Stanley | 0.38% | 5.92M | $53.52M |
| 4 | Goldman Sachs Group Inc | 0.34% | 5.32M | $48.09M |
| 5 | Blackrock Inc. | 0.33% | 5.18M | $46.87M |
| 6 | Arrowstreet Capital, Limited Partnership | 0.31% | 4.82M | $43.54M |
| 7 | Qube Research & Technologies Ltd | 0.18% | 2.80M | $25.34M |
| 8 | JPMORGAN CHASE & CO | 0.17% | 2.60M | $23.52M |
| 9 | Quantinno Capital Management, LP | 0.16% | 2.56M | $23.17M |
| 10 | Raymond James Financial, Inc. | 0.16% | 2.47M | $22.31M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for AEG
Aegon has filed Shareholder Circular for proposed US redomiciliation
Schiphol, August 26, 2026 - Aegon announces that it has filed with the U.S. Securities and Exchange Commission (SEC) today its registration statement on Form F-4 (Shareholder Circular) in connection with its upcoming Extraordinary General M…
Aegon (AEG) Expanded its Buyback After a Capital Beat. Is the Transamerica Pivot Working?
Aegon Ltd. (NYSE:AEG) delivered a stronger argument for its American pivot after first-half operating capital generation, after holding funding and operating expenses, reached €416 million, ahead of the €376 million median consensus estimat…
Aegon Adds EUR 150 Million to Buybacks: What's Powering the Move?
AEG expands its 2026 buyback by EUR 150 million as strong profits, capital generation and cash flow support returns.
Aegon implements EUR 150 million increase in share buyback program
Schiphol, August 24, 2026 - Aegon announces that the previously announced EUR 150 million increase to its second-half 2026 share buyback program takes effect today. The total program now amounts to EUR 350 million, up from EUR 200 million. …
Aegon Ltd (AEG) (H1 2026) Earnings Call Highlights: Strong Commercial Growth and Strategic ...
Aegon Ltd (AEG) reports a 9% rise in operating results to EUR804 million, driven by a 54% surge in Transamerica life sales, while navigating model updates and leadership transitions.
Aegon announces Chief Financial Officer transition
Schiphol, August 20, 2026 - Aegon today announced that, in connection with the planned move of its head office and legal seat to the United States, it has agreed with Duncan Russell that he will step down as Chief Financial Officer and leav…
AEG — Frequently Asked Questions
What is the current share price of Aegon Ltd. (AEG)?
As of 2026-09-19 21:16 PDT, Aegon Ltd. (AEG) trades at $9.12 on NYSE. Its 52-week range is $6.42 to $9.28.
What is the market capitalisation of AEG?
Aegon Ltd. (AEG) has a market capitalisation of $13.42B on NYSE.
What is the P/E ratio of AEG?
AEG trades at a trailing price-to-earnings (P/E) ratio of 12.16. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 1.30.
Does AEG pay a dividend?
Aegon Ltd. (AEG) currently offers a dividend yield of 5.37%.
What is the return on equity (ROE) of AEG?
AEG has a return on equity (ROE) of 11.07%.
Is AEG a good stock to buy?
This page provides a data-driven analysis of Aegon Ltd. (AEG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.