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AEG · Aegon Ltd.

Track AEG — free
$8.49 +0.04 (+0.47%) At close · Oct 5
Market Cap
$13.11B
Shares
1.48B
Volume · Oct 5 5.75M Avg daily vol (3M) 4.88M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.49 Open$8.47 Day$8.45–8.52 52W close$6.79–9.53 Avg vol 30d5.0M Short int3.4M · 0.2% float · 1.0d Short vol43% Last earningsAug 19, 2027 DataJan 2020–Oct 2026

Up next

Next earnings call
Feb 18, 2027 Scheduled · in 19 wks
call held Dec 31, 2025

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
5.8%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+7.1%
Trailing year
Short interest
0.2%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +3%
above
Price vs 50-day avg −7%
below
RSI (14) 29
oversold
MACD trend Negative
52-week position 62%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −7%
trailing
6-month return +6%
trailing
YTD return +10%
this year
Relative strength −6%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $9 › 200d $8 — 50d above 200d
Institutional flow Accumulating
4 of 309 funds reported for Sep 30 · net +344 sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.23% of float · ▼ -8.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
309 holders — near 3-yr high, broad support
Squeeze score 40
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 −15%
past year
ATR 1.6%
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 Jun 30, 2021
Take-up rate · once it is fully completed 15%

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

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+3% Bullish
Price vs 50-day avg
−7% Bearish
RSI (14)
29 Neutral
MACD trend
Negative Bearish
52-week position
62% Neutral
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
4 of 309 funds reported for Sep 30 · net +344 sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.23% of float · ▼ -8.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
309 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $7 Now $8 · 62% Range high $10
vs 200-day avg +3% vs 50-day avg -7%

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
$13.11B +10.1% — — 0.2%
BRK-B
Berkshire Hathaway Inc
$707.57B +0.3% +0.0% — 0.9%
SLF
Sun Life Financial Inc
$44.43B +26.0% — — 0.7%
AIG
American International Group, Inc.
$38.15B -12.2% -1.7% 13.3 2.0%
HIG
Hartford Insurance Group, Inc.
$33.65B -8.4% +6.9% 8.0 1.5%

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 Accumulating
Holders
310
% held
8.3%
Reported
4 of 309
Top holder
Dodge & Cox
Held Float
View
Held by Funds
Fund positions
33
View
Short & Settlement
Short Interest Falling
Shares short
3.4M
Days to cover
1.0d
Change
-328.8K sh
View
Short Volume
Short vol %
43%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
1.6M
Value
$15.0M
As of
Sep 8, 2026
View
Off-Exchange
Off-exchange %
25.3%
Week of
Aug 31, 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
Sep 1, 2026
This year
29
View
Earnings & Events
Webcasts Upcoming
Next webcast
Oct 8, 2026
Last webcast
Aug 20, 2026
View
Investor Relations
Upcoming events
3
View

Performance

5D 20D 120D MTD YTD
AEG -3.5% -7.1% +5.6% -1.6% +10.1%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY -4.7% -7.7% -6.0% -3.2% -3.5%

Capital returns

Latest dividend
$0.246 / share · ex Sep 3, 2026
Cut 0.4%
Paid (TTM)
$0.493 / share · 2 payouts
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) 8 filings 8 filers Visit website Investor relations