← boothcheck All Stocks

AEG

AEGON LTD.

In the published model solve dated 2026-Q2, anchored at $9.13, AEGON LTD. (AEG) is priced for 11.8% 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 24, 2026 from SEC EDGAR filings.

Published model solve
11.8% return on equity
Priced In
within-range

Key Takeaways

• Transamerica is now about 70% of the business, and the board has chosen New York for a future head office and Delaware for the legal seat, with the holding company due to be renamed Transamerica. [Source: Aegon press release, June 17, 2026] • Today's price assumes a sustained return on equity of about 11.8%, above the return on equity of roughly 10.4% the company has recently been earning, and closing that gap is the whole job. • First-half results land on August 20, 2026, and the sale of th

View Full Report →

Is AEG overvalued? See what's priced in →

Institutional ownership

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.

Capital returns

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.

Compare AEG

Browse all stock reportsOpen the screener

Model solve date: 2026-Q2
Narrative composed: July 24, 2026

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.