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AEG · Aegon Ltd.

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$9.15 -0.06 (-0.65%) At close · Aug 27
Market Cap
$13.68B
Shares
1.48B

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$9.15 Open$9.17 Day$9.11–9.21 52W close$6.79–9.53 Avg vol 30d4.6M Short int3.2M · 0.2% float · 1.0d Short vol40% Last earningsDec 31, 2025 DataJan 2020–Aug 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.5 · calm Equity put/call 0.39
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +13%
above
Price vs 50-day avg +2%
above
RSI (14) 48
neutral
MACD trend Negative
52-week position 86%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −3%
trailing
6-month return +30%
trailing
YTD return +19%
this year
Relative strength +15%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $9 › 200d $8 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +50 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.22% of float · ▼ -7.6% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
304 holders — near 3-yr high, broad support
Squeeze score 36
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −16%
past year
ATR 1.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Dec 31, 2025
U.S. OCG · per quarter $200M – $240M
Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
Quarterly OCG run rate for the Americas · for the remainder of the year $200M – $240M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+13% Bullish
Price vs 50-day avg
+2% Bullish
RSI (14)
48 Neutral
MACD trend
Negative Bearish
52-week position
86% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $9 › 200d $8 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +50 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.22% of float · ▼ -7.6% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
304 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $7 Now $9 · 86% Range high $10
vs 200-day avg +13% vs 50-day avg +2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Insurance - Diversified — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
AEG
Aegon Ltd.
this stock
$13.68B +18.7% 0.2%
BRK-B
Berkshire Hathaway Inc
$703.92B +0.2% +0.0% 0.8%
SLF
Sun Life Financial Inc
$44.01B +26.0% 1.3%
AIG
American International Group, Inc.
$40.25B -10.4% -1.7% 14.1 1.5%
HIG
Hartford Insurance Group, Inc.
$37.33B +0.0% +6.9% 8.9 1.4%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
304
% held
8.2%
Net QoQ
-7.3M sh
Top holder
Dodge & Cox
Held Float
View
Held by Funds
Fund positions
31
View
Short & Settlement
Short Interest Falling
Shares short
3.2M
Days to cover
1.0d
Change
-265.7K sh
View
Short Volume
Short vol %
40%
As of
Aug 27, 2026
Short Total
View
Fails to Deliver
FTD shares
1.1K
Value
$9.6K
As of
Jul 22, 2026
View
Off-Exchange
Off-exchange %
36.6%
Week of
Jul 20, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Daniel Goldman
Amount
$15.0K–$50.0K
Traded
Jul 10, 2023
View
Filings
SEC Filings
Latest
6-K
Filed
Aug 26, 2026
This year
28
View
Earnings & Events
Earnings Calls
Last call
Dec 31, 2025
View
Investor Relations
Upcoming events
2
View

Performance

5D 20D 120D MTD YTD
AEG +1.6% -3.1% +29.8% -3.1% +18.7%
SPY +1.1% +4.0% +14.7% +3.2% +13.1%
vs SPY +0.4% -7.0% +15.1% -6.3% +5.6%

Capital returns

Latest dividend
$0.247 / share · ex Jun 15, 2026
Declared · upcoming
$0.2455 / share · ex Sep 3, 2026
Raised 12.3%
Paid (TTM)
$0.247 / share · 1 payout
Dividend yield (TTM, derived)
· history filling in

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 769218 CUSIP 0076CA104 13F (30d) 223 filings 223 filers Visit website Investor relations