AEG$7.70
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AI AEG Summary
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Powered by LiveAIOverall Analysis
BuyAegon presents a mixed investment profile. Fundamentally, it offers a substantial dividend yield and demonstrates improving profitability. However, recent performance and technical indicators suggest some short-term caution is warranted. The company's position in the insurance and asset management sector provides some thematic stability.
Thematic
Aegon operates in the established financial services sector. While it benefits from stable demand for insurance and pensions, it faces competition and evolving regulatory landscapes. Growth drivers are more incremental, focusing on market share within existing segments and emerging digital solutions.
Fundamental
Aegon offers an attractive dividend yield and has shown a recent improvement in profitability metrics after a period of losses. The company has a substantial asset base and manages its debt levels reasonably well. Valuation ratios are generally attractive.
Technical
The stock is trading below its 52-week high and shows mixed signals from moving averages and oscillators. Recent performance has been mixed, with short-term gains but a slight decline in the last trading day.
| Factor | Score |
|---|---|
| Financial Services Demand | 75 |
| Digital Transformation | 70 |
| Regulatory Environment | 55 |
| Interest Rate Sensitivity | 60 |
| Market Competition | 70 |
| Factor | Score |
|---|---|
| Valuation | 75 |
| Profitability | 70 |
| Growth | 40 |
| Balance Sheet Health | 50 |
| Cash Flow | 65 |
| Dividend Yield | 90 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 30 |
| Volume Confirmation | 60 |
| Support & Resistance | 70 |
| Short-term Performance | 75 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Positive EPS Surprises
Several recent quarters (e.g., 2023 Q1, 2022 Q4) have shown significant positive EPS surprises, indicating better-than-expected earnings.
Attractive Dividend Yield
The dividend yield is 4.77%, offering a substantial income stream to investors.
Bearish Points (7)
Inconsistent EPS Surprises
While some quarters show positive surprises, others (e.g., 2022 Q3, 2022 Q2) reported significant negative surprises, indicating earnings volatility.
Declining Revenue and Net Income (Recent Periods)
Recent annual data shows a decline in Total Revenue in 2024 (vs. 2021) and net income has been volatile, with losses in some recent periods (e.g., 2023 Q4, 2022 Q4), suggesting potential profitability challenges.
Calendar
June 2025
17
Ex-Dividend Date
July 2025
7
Next Dividend Date
August 2025
21
Next Earnings Date
H: $
A: $
L: $
Profile
Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the Americas, the Netherlands, the United Kingdom, and internationally. It offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; commercial and residential mortgage loans; digital saving services; retail and institutional investment management solutions; and investment vehicles. The company provides its products under the Transamerica and World Financial Group brands. Aegon Ltd. was founded in 1844 and is headquartered in The Hague, the Netherlands.
Seasonals
Price Target
7.85 USD
The 39 analysts offering 1 year price forecasts for AEG have a max estimate of 7.90 and a min estimate of 7.80.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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