AEGON LTD.
In the published model solve dated 2026-Q2, anchored at $9.14, AEGON LTD. (AEG) is priced for 11.5% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Aegon has been shrinking itself deliberately, retiring about 6.6% of its shares a year in the four years to the end of 2025, and in April 2026 it agreed to sell its UK arm to Standard Life for GBP 2.0 billion. [Source: Aegon press release, April 15, 2026] • Paying above book value asks this insurer for a sustained return on equity of about 11.8% when it has lately been earning about 10.4%, and for a life company book value is itself an estimate resting on decades-long mortality, lapse and inte
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284 institutional managers reported holding AEG in 13F filings for the quarter ended 2026-03-31. Together they hold about 8% of the company; the top 10 hold 6%. 34 opened new positions that quarter. Held by Dodge & Cox, Dimensional Fund Advisors, Morgan Stanley, among others. On the short side, 3.0M shares were sold short as of the 2026-06-15 count, about 0.2% of shares outstanding (1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AEG has cut its share count 24% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting), raised 5 years straight. Cash returned over the past three years: $1.75B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.