Business Wire·Oct 21, 2026
AEG and Splitero Grow Relationship with New Founding Partnership at Crypto.com ArenaSAN DIEGO--(BUSINESS WIRE)--AEG and Splitero Grow Relationship with New Founding Partnership at Crypto.com Arena.
Aegon's 2024 structural transformation to a capital-light model appears to be stabilizing operations, as evidenced by a 2026Q2 combined ratio of 91.2% and a return to underwriting profitability.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth is erratic, with a 106.2% surge in 2025Q2 followed by a 48.3% decline in 2024Q2, but the latest 2026Q2 quarter shows a return to underwriting profitability with a 91.2% combined ratio.
Some analyses suggest AEG could be undervalued, with a discounted cash flow (DCF) analysis indicating a fair value significantly higher than its current trading price.
Multiple analysts have issued 'Moderate Buy' or 'Strong Buy' ratings for AEG stock. The consensus 12-month price target from analysts is around $10.00, representing a potential upside of over 24% from its current price.
The company has demonstrated strong TTM EPS growth of 111.55%, outperforming its industry average. Free cash flow (FCF) CAGR over three years is 101%, placing it in the top 10% of its industry.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 20, 2026 | $0.44+24.5% vs $0.35 | $8.1B+10.0% vs $7.4B |
Q1 2026 Feb 19, 2026 | $0.27-43.7% vs $0.48 | $22.3B+195.6% vs $7.5B |
Q4 2025 Nov 13, 2025 | $0.43+45.7% vs $0.30 | $7.8B vs — |
Q3 2025 Aug 21, 2025 | $0.33+10.0% vs $0.30 | $7.8B+5.9% vs $7.4B |
SAN DIEGO--(BUSINESS WIRE)--AEG and Splitero Grow Relationship with New Founding Partnership at Crypto.com Arena.
LONDON & PARIS--(BUSINESS WIRE)--AEG Presents Drives Future Growth in France With the Acquisition of Auguri Productions.
Crack Open the Good Times: Fans 21+ Can Scan the SweetWater QR Code in or Enter Online for a Shot at a Night Out at Georgia Theatre, The Eastern, Variety Playhouse, or Terminal West Crack Open the Good Times: Fans 21+ Can Scan the SweetWater QR Code in or Enter Online for a Shot at a Night Out at Georgia Theatre, The Eastern, Variety Playhouse, or Terminal West
Aegon's stakes in a.s.r. and Standard Life, worth approximately €5.4 billion combined, support an attractive sum-of-the-parts valuation for Transamerica. H1 operating profit increased 9%, while operating capital generation rose 27%, reinforcing the outlook for the core US insurance business. Expanded share buybacks and an 11% increase in the interim dividend demonstrate management's commitment to returning capital to shareholders.
Benchmark AEG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Aegon Ltd. (AEG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.30 | $12.55B | 12.41 | 37.63% | 3.64% | 11.54% | 4.92% | |
| $98.27 | $63.23B | 12.27 | 10.22% | 6.23% | 19.1% | 2.31% | |
| $119.24 | $41.38B | 10.92 | -13.74% | 6.17% | 11.21% | 4.62% | |
| $40.05 | $7.66B | 2.38 | 1.24% | 16.36% | 31.63% | 4.36% | |
| $110.91 | $23.96B | 12.24 | -3.11% | 11.82% | 15.77% | 2.73% | |
| $52.66 | $14.37B | 9.57 | -6.21% | 11.53% | 109.28% | 2% |
Aegon Ltd. (AEG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Aegon Ltd. (AEG) stock FAQ — growth, dividends, profitability & financials explained
Aegon Ltd. (AEG) grew revenue by 37.6% in fiscal year 2025, compared with the prior fiscal year.
Yes. Aegon Ltd. (AEG) earned $977.0M in net income in fiscal year 2025 (a 3.6% net margin).
Yes. Aegon Ltd. (AEG) pays a dividend that yields 4.92% at the current price, a high yield.
Aegon Ltd. (AEG) had a return on equity (ROE) of 11.5% in fiscal year 2025. That is in line with the market's typical 10-15%.
Aegon Ltd. (AEG) has a combined ratio of 83.9%. A ratio below 100% indicates underwriting profitability.
