NYSE · Insurance - Diversified

Aegon Ltd. (AEG) Stock

$9.14 -0.27% NYSE: AEG Financial Services

Aegon Ltd. functions as a leading financial services provider, offering a comprehensive suite of insurance, retirement planning, and asset management solutions across its operational regions in the Americas, the Netherlands, and the United Kingdom.

Valuation

MetricValue
Price$9.14
Market Cap$13.74B
P/E Ratio14.02
P/B Ratio1.69
P/S Ratio0.43
EPS (TTM)$0.60
52-Week High$9.21
52-Week Low$6.64
Dividend Yield5.20%

Financials & Margins

MetricValue
ROE12.46%
ROA0.30%
ROCE13.18%
Gross Margin3.13%
Operating Margin3.13%
Net Margin3.78%
Debt/Equity0.74
Current Ratio0.00

Annual Financials (USD)

Metric20212022202320242025
Revenue$46.5B$-21.6B$13.0B$19.5B$32.1B
Operating Profit$43.7B$834.0M$12.4B$657.0M$1.0B
Net Profit$2.0B$-570.0M$-179.0M$688.0M$938.0M
EPS$0.48$-0.30$-0.12$0.30$0.60
Op Margin94.0%-3.9%95.3%3.4%3.1%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$468.3B$401.8B$301.6B$327.4B$317.1B
Total Liabilities$441.9B$387.6B$292.0B$318.1B$309.5B
Cash$6.9B$3.4B$4.1B$3.5B$3.2B
Borrowings$12.2B$6.7B$4.9B$5.0B$5.6B

Latest News

Analyst Report: Aegon Ltd. Morningstar Research · Jul 15, 2026 EG Outperforms Industry, Trades Near 52-Week High: Time to Exit? Zacks · Jul 14, 2026 Buy 3 Transamerica Mutual Funds for Long-Term Returns Zacks · Jul 1, 2026 Aegon Launches New Share Buyback Program MT Newswires · Jul 1, 2026 EUR 200 million share buyback begins following completion of EUR 227 million share buyback GlobeNewswire · Jul 1, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$-1.8B$2.9B$864.0M$762.0M$891.0M
Investing Cash Flow$-166.0M$518.0M$-2.1B$249.0M$518.0M
Financing Cash Flow$-434.0M$-672.0M$-1.1B$-988.0M$-558.0M
Net Cash Flow$-1.5B$1.6B$-4.4B$-605.0M$-325.0M
Free Cash Flow$-1.9B$2.8B$799.0M$711.0M$852.0M

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA17.94
FCF Yield-4.78%
Quick Ratio0.00
Interest Coverage3.10
Return 1Y32.14%
Return 3Y102.75%
Return 5Y182.93%

Ownership

Insiders Held0.00%
Institutions Held8.67%
Institutions Float Held8.67%
Institutional HolderSharesReport Date
Dodge & Cox Inc.50,556,5092026-03-31
Dimensional Fund Advisors LP11,741,7112026-03-31
Morgan Stanley10,520,7902026-03-31
Arrowstreet Capital, Limited Partnership5,631,8442026-03-31
Blackrock Inc.5,293,2582026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AGESYAgeas SA/NV $82.05 +0.66% 7.90 $16.88B 6.36%
BBSEYBB Seguridade Participações S.A. $8.10 +1.25% 8.61 $15.72B 12.35%
BLHEYBâloise Holding AG $23.50 -15.92% 22.29 $1.07B 1.05%
GIVSYGrupo de Inversiones Suramericana S.A. $19.72 +0.00% 8.86 $4.30B 5.88%
GJNSYGjensidige Forsikring ASA $28.69 +0.00% 20.31 $14.34B 5.30%

About Aegon Ltd.

Aegon Ltd. functions as a leading financial services provider, offering a comprehensive suite of insurance, retirement planning, and asset management solutions across its operational regions in the Americas, the Netherlands, and the United Kingdom. The company's diverse product range includes life, accident, and health insurance, alongside property and casualty coverage. It also facilitates wealth growth and retirement security through savings vehicles, pensions, annuities, mutual funds, individual retirement accounts, voluntary employee benefits, and stable value programs. Beyond these, Aegon deals in various financial instruments such as debt and mortgage-backed securities, derivatives, reinsurance assets, and short-term investments, while also delivering services like credit risk management, disability assistance, and innovative digital banking platforms. Established in 1983 as Aegon N.V., the firm's main offices are located in The Hague, Netherlands.

Aegon Ltd. is led by CEO E. Lard Friese, employs 15,304 people, headquartered in The Hague, NL, publicly traded since 1985.

Aegon Ltd. (AEG) stock trades at $9.14 with a market capitalization of $13.74B. The stock is valued at a price-to-earnings (P/E) ratio of 14.02, price-to-book of 1.69, price-to-sales of 0.43. Over the past 52 weeks the stock has ranged between $6.64 and $9.21, and currently trades at its 52-week high. It pays a dividend yielding 5.20%.

On profitability, Aegon Ltd. generates a return on equity (ROE) of 12.46%, above the typical market average, return on capital employed of 13.18%, an operating margin of 3.13%, a net profit margin of 3.78%.

Official website: www.aegon.com

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