AEG Research | Milton Maxwell

AEG

Aegon Ltd.

7.54

-0.10-1.31%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Reaffirms targets; color on OCG, WFG.

2/18/26Feb 18, 2026

Q&A largely reaffirmed prepared remarks on beating 2025 targets and CMD growth ambitions, offering color on Q4 OCG landing at run-rate bottom after stripping EUR47M U.S. favors like EUR36M mortality gains and high new business strain from strong life sales. WFG margins dipped on growth investments in tech and training as agents hit 96k, but productivity rose with more producers selling higher-premium policies. Legal settlements resolved two non-WFG cases within U.S. charges; UK review update eyed pre-summer. Flows reflected market norms and consolidation, not weakness. No walk-backs. Management stayed confident on 5% annual op result growth. Watch financial assets runoff.

Key Stats

Market Cap

11.90B

P/E (TTM)

8.20

Basic EPS (TTM)

0.92

Dividend Yield

0.05%

About

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.

CEO

Mr. E. Lard Friese

IPO

6/28/1985

Website

https://www.aegon.com

Employees

15,500

Sector

Financial Services

Industry

Insurance - Diversified