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Aegon Ltd.ENXTAM:AGN Stock Report

Market Cap €10.9b
Share Price
€7.19
€7.58
5.1% undervalued intrinsic discount
1Y14.0%
7D-2.1%
1D
Portfolio Value
View

Aegon Ltd.

ENXTAM:AGN Stock Report

Market Cap: €10.9b

Aegon (AGN) Stock Overview

Engages in the provision of insurance, pensions, retirement, and asset management services in the Americas, the Netherlands, the United Kingdom, and internationally. More details

AGN fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance5/6
Financial Health1/6
Dividends4/6

AGN Community Fair Values

Create Narrative

See what 49 others think this stock is worth. Follow their fair value or set your own to get alerts.

Aegon Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Aegon
Historical stock prices
Current Share Price€7.19
52 Week High€7.62
52 Week Low€5.73
Beta0.64
1 Month Change1.55%
3 Month Change17.36%
1 Year Change14.01%
3 Year Change59.16%
5 Year Change92.25%
Change since IPO3.20%

Recent News & Updates

Narrative Update Jun 06

AGN: US Governance Shift And Buybacks Should Support Measured Future Returns

Analysts have raised their price target on Aegon to €7.58 from €7.51, reflecting updated assumptions around fair value, discount rate, revenue trends, profit margins and future P/E expectations. What's in the News Aegon has announced an agreement with its largest shareholder, Vereniging Aegon, outlining their future relationship in connection with Aegon's planned relocation to the US (Source: Aegon company announcement, 28 May 2026).
Narrative Update May 12

AGN: Buyback And Higher Dividend Will Support Measured Future Return Potential

Analysts have raised their price target for Aegon to €7.51 per share. The change reflects updated assumptions around discount rates, profit margins and future P/E expectations.

Recent updates

Narrative Update Jun 06

AGN: US Governance Shift And Buybacks Should Support Measured Future Returns

Analysts have raised their price target on Aegon to €7.58 from €7.51, reflecting updated assumptions around fair value, discount rate, revenue trends, profit margins and future P/E expectations. What's in the News Aegon has announced an agreement with its largest shareholder, Vereniging Aegon, outlining their future relationship in connection with Aegon's planned relocation to the US (Source: Aegon company announcement, 28 May 2026).
Narrative Update May 12

AGN: Buyback And Higher Dividend Will Support Measured Future Return Potential

Analysts have raised their price target for Aegon to €7.51 per share. The change reflects updated assumptions around discount rates, profit margins and future P/E expectations.
Narrative Update Apr 23

AGN: Buyback And Higher Dividend Will Support Balanced Future Return Potential

Analysts have lifted their price target on Aegon by €0.11 to €7.40, citing slightly higher fair value assumptions supported by modest adjustments to the discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Aegon completed a share buyback tranche, repurchasing 34,996,985 shares, equal to 2.21% of its share capital, for €227 million under the program announced on December 10, 2025 (Key Developments).
Narrative Update Apr 08

AGN: Buyback And Higher Dividend Will Support Measured Future Return Potential

Analysts have nudged their price target for Aegon slightly higher to €7.29 from €7.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Aegon completed the repurchase of 34,996,985 shares, representing 2.21% of its share capital, for €227 million under the buyback announced on December 10, 2025 (Key Developments).
Narrative Update Mar 25

AGN: Completed Buyback And Higher Dividend Will Support Future Return Upside

Analysts have slightly reduced their Aegon price target to €7.25 from €7.35. This reflects updated views on fair value while keeping underlying assumptions such as discount rate, revenue growth, profit margin, and forward P/E broadly consistent.
Narrative Update Mar 09

AGN: Future Buybacks And US Refocus Will Support Return Upside

Analysts have slightly lifted their price target on Aegon to €7.35 from €7.31, citing updated assumptions for revenue growth, margin outlook, and a lower forward P/E multiple as key drivers of the change. What's in the News Aegon proposed a 2025 final dividend of €0.21 per common share, described as 11% higher than the 2024 final dividend.
Narrative Update Feb 22

AGN: Future Buybacks And US Refocus Will Drive Return Upside

Analysts have nudged their price target on Aegon higher to €7.31 from €7.23, citing slightly adjusted assumptions around discount rates, revenue, profit margins and future P/E. What's in the News Aegon completed a share repurchase of 34,996,985 shares, representing 2.21% of its share capital, for €227 million under the buyback announced on December 10, 2025.
Narrative Update Feb 08

AGN: US Refocus And Buybacks Will Shape Future Return Balance

Analysts have trimmed their price target on Aegon by about €0.01, citing small adjustments to fair value, discount rate, profit margin assumptions, and a slightly higher future P/E multiple in their models. What's in the News Aegon has launched a review of its UK business, including a possible sale, alongside plans to move its head office to the US and rename the holding company Transamerica.
Narrative Update Jan 24

AGN: US Refocus And Buybacks Will Shape Balanced Future Return Potential

Analysts have trimmed their price target for Aegon slightly to about €7.23. This reflects small adjustments to fair value, discount rate, revenue growth assumptions and future P/E expectations, while keeping the overall outlook broadly consistent.
Narrative Update Jan 06

AGN: US Refocus And Ongoing Buybacks Will Support Balanced Return Potential

Analysts have revised their price target for Aegon from €7.34 to €7.27, citing slightly lower fair value estimates, a marginally reduced discount rate, small adjustments to revenue growth assumptions and profit margin, and an updated future P/E outlook. What's in the News Aegon has completed a share repurchase of 67,255,788 shares for €400 million under the buyback announced on May 16, 2025, representing 4.25% of its shares.
Narrative Update Dec 13

AGN: US Refocus And Buyback Will Drive Attractive Upside Potential

Analysts have modestly reduced their price target on Aegon, trimming fair value by about $0.01 as they factor in a slightly higher discount rate, offset by marginally improved profit margin expectations, while keeping longer term growth and valuation multiples broadly unchanged. What's in the News Aegon launches a strategic review of its UK business, including a potential divestment, as it shifts its head office to the US and plans to rename the holding company Transamerica, sharpening its focus on the US market (company statement).
Narrative Update Nov 28

AGN: Share Buyback and Unit Sales Will Influence Balanced Near-Term Prospects

Analysts have raised their price target for Aegon from $7.13 to $7.36, citing modest improvements in fair value estimates and profit margin projections. What's in the News Aegon has reportedly explored the sale of non-US business units as it seeks to concentrate on its core US operations.
Narrative Update Nov 14

AGN: Share Buyback Expansion and Dividend Increase Will Shape Outlook

Analysts have raised their price target for Aegon slightly from $7.12 to $7.13, citing minor adjustments to the company's valuation metrics and updated forecasts. What's in the News On August 21, 2025, Aegon increased its equity buyback authorization by €200 million.
Narrative Update Oct 30

AGN: Dividend Growth And Buyback Expansion Will Underpin Future Performance

Analysts have raised their price target for Aegon from $6.93 to $7.12. They cited slight improvements in discount rate and revenue growth expectations, even as profit margin forecasts moderated and the anticipated future price-to-earnings ratio rose modestly.
Narrative Update Sep 24

Retirement Expansion And Digital Transformation Will Shape Future Success

Aegon's fair value has seen only a marginal upward adjustment, as both its Future P/E and Discount Rate remained stable, resulting in a negligible increase in the consensus analyst price target from €6.85 to €6.93. What's in the News Announced interim dividend of EUR 0.19 per common share for 2025, up EUR 0.03 from 2024.
Narrative Update Sep 04

Retirement Expansion And Digital Transformation Will Shape Future Success

With both the consensus analyst price target and future P/E ratio for Aegon remaining effectively unchanged, there has been no material revision to fair value, which stays at €6.85. What's in the News Aegon announced an interim dividend of EUR 0.19 per common share for 2025, up EUR 0.03 from the prior year.
User avatar
New Narrative Feb 09

Expansion Through WFG And Chinese Joint Venture Will Drive Future Success

Aegon's focus on growing strategic assets and reducing financial assets is expected to enhance operational results and increase shareholder returns for future growth.

Shareholder Returns

AGNNL InsuranceNL Market
7D-2.1%0.4%-0.1%
1Y14.0%1.9%30.7%

Return vs Industry: AGN exceeded the Dutch Insurance industry which returned -0% over the past year.

Return vs Market: AGN underperformed the Dutch Market which returned 31.2% over the past year.

Price Volatility

Is AGN's price volatile compared to industry and market?
AGN volatility
AGN Average Weekly Movement2.7%
Insurance Industry Average Movement3.5%
Market Average Movement4.6%
10% most volatile stocks in NL Market7.6%
10% least volatile stocks in NL Market2.5%

Stable Share Price: AGN has not had significant price volatility in the past 3 months compared to the Dutch market.

Volatility Over Time: AGN's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
184415,304E. Friesewww.aegon.com

Aegon Ltd. Engages in the provision of insurance, pensions, retirement, and asset management services in the Americas, the Netherlands, the United Kingdom, and internationally. It operates through three segments: Distribution, Protection Solutions, and Savings & Investments. The company offers retirement plans, mutual funds, and stable value solutions; and annuities, individual life, life and health, and individual health.

Aegon Ltd. Fundamentals Summary

How do Aegon's earnings and revenue compare to its market cap?
AGN fundamental statistics
Market cap€10.88b
Earnings (TTM)€924.00m
Revenue (TTM)€12.19b
11.8x
P/E Ratio
0.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AGN income statement (TTM)
Revenue€12.19b
Cost of Revenue€6.83b
Gross Profit€5.36b
Other Expenses€4.44b
Earnings€924.00m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Aug 20, 2026

Earnings per share (EPS)0.61
Gross Margin43.98%
Net Profit Margin7.58%
Debt/Equity Ratio55.0%

How did AGN perform over the long term?

See historical performance and comparison

Dividends

5.8%
Current Dividend Yield
68%
Payout Ratio

Does AGN pay a reliable dividends?

See AGN dividend history and benchmarks
When do you need to buy AGN by to receive an upcoming dividend?
Aegon dividend dates
Ex Dividend DateJun 12 2026
Dividend Pay DateJul 06 2026
Days until Ex dividend1 day
Days until Dividend pay date25 days

Does AGN pay a reliable dividends?

See AGN dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 12:09
End of Day Share Price 2026/06/09 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Aegon Ltd. is covered by 29 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Claudia GaspariBarclays
Michael HuttnerBerenberg
Edward HoughtonBernstein