Aegon (ADR) (AEG)
Provides insurance, retirement and investment solutions through the US-centered Transamerica franchise.
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Provides life insurance, retirement, investment and asset-management solutions, with Transamerica as the largest franchise and the United States as the operating center. Fully owned and partner businesses span Europe, Asia and Latin America while the group reduces non-US holdings and prepares a planned US redomiciliation.
Provides life insurance, retirement, investment and asset-management solutions through a portfolio centered on Transamerica in the United States. Fully owned operations also include the UK and Spain, alongside Aegon Asset Management and Transamerica Life Bermuda.
Uses established insurance and retirement brands to serve individuals and employers, while partnerships extend distribution in Spain, Portugal, China and Brazil. A strategic holding in Dutch insurer a.s.r. preserves exposure to the Netherlands after the former Dutch operating businesses were combined with that company.
The group is reducing its non-US footprint: the agreed UK sale remains pending, while asset-management activities there are excluded. The Bermuda-domiciled parent intends to move its legal seat and head office to the United States and adopt the Transamerica name, subject to approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 15, 2026 | Morgan Stanley | Downgrade | ||
| Dec 3, 2025 | UBS | Downgrade | ||
| May 7, 2025 | Exane BNP Paribas | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.02B · Total debt $4.39B · Total assets $386.21B · Shareholders' equity $10.19B
- Revenue
- $8.14B
- Operating income
- $701.2M
- Net income
- $716.4M
Reported in EUR, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | ≈ 12.79% | 244.14M ADS | |
|---|---|---|---|
| 313 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 14.04% | 267.97M ADS | |
| 15 holders · as of Aug 26, 2026 | |||
| Other | ≈ 73.17% | 1.40B ADS | |
| remainder | |||
1.91B ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (1.91B in the company's Sep 22, 2026 report, 1.50B elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Vereniging AegonInsider | 13.86% | 264.67M | filed Aug 26, 2026 |
Dodge & CoxInstitution | 4.68% | 44.64M ADS · 44.64M ADS | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 1.37% | 13.04M ADS · 13.04M ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 0.62% | 5.92M ADS · 5.92M ADS | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 0.56% | 5.32M ADS · 5.32M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aegon (ADR) | $8.94 | −1.71% | $13.67B | 12.2 | — | 0.5 | +3.8% |
| Corebridge Financial | $34.08 | −2.08% | $15.51B | 20.4 | 6.6 | 1.7 | +482.9% |
| Lincoln Financial | $41.04 | −1.54% | $7.98B | 3.5 | 5.0 | 0.4 | +21.2% |
| Prudential Financial | $117.13 | −1.18% | $41.13B | 10.7 | 8.3 | 0.6 | +2.8% |
| Equitable | $52.68 | −2.22% | $14.70B | — | 6.5 | 1.4 | −29.8% |
| Principal Financial Group | $113.08 | −2.91% | $24.94B | 16.6 | 11.3 | 1.6 | +8.9% |
| Voya | $98.15 | −2.37% | $9.11B | 17.0 | 9.3 | 2.4 | +3.2% |
| Median | 16.6 | 7.5 | 1.5 | +6.0% |