Aegon (ADR)
Provides insurance, retirement and investment solutions through the US-centered Transamerica franchise.
Something off on this page? Send us feedback.
Profile
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
Categories
Key statistics
Year to date +18.6% · Average volume (30d) 4.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| May 15, 2026 | Morgan Stanley | Downgrade | Overweight | Equal Weight |
| Dec 3, 2025 | UBS | Downgrade | Buy | Neutral |
| May 7, 2025 | Exane BNP Paribas | Upgrade | Neutral | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026Q2 FY26 | $0.35 | $0.45 | +25.7% | $7.39B | $8.13B | +10.0% | −2.91% |
| Feb 19, 2026Q4 FY25 | $0.48 | $0.27 | −43.7% | $7.55B | $22.31B | +195.6% | +2.59% |
| Nov 13, 2025 | $0.30 | $0.43 | +45.7% | — | $7.83B | — | −1.27% |
| Feb 20, 2025Q4 FY24 | $0.16 | $0.37 | +124.7% | — | $16.87B | — | −1.48% |
Financial highlights
| 12 quarters | Q1 FY24 | Q2 FY24 | Q4 FY24 | Q2 FY25 | Q4 FY25 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.74B | $3.74B | $18.88B | $7.71B | $22.01B | $8.24B | |
| Gross profit | $3.74B | $3.74B | $18.88B | $7.71B | $22.01B | $2.85B | |
| Operating income | $3.56B | $3.56B | −$2.80B | $7.42B | $423.2M | $710.2M | |
| Net income | −$30.1M | −$30.1M | $827.3M | $676.7M | $450.8M | $725.6M | |
| Diluted EPS | −$0.02 | −$0.03 | $0.38 | $0.42 | $0.30 | $0.45 | |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 34.5% | |
| Operating margin | 95.3% | 95.3% | -14.8% | 96.3% | 1.9% | 8.6% |
Fiscal years (4-quarter sums)FY19 $75.05B · FY20 $52.76B · FY21 $54.80B · FY22 −$17.71B · FY23 $18.34B
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $4.07B · Total debt $4.44B · Total assets $391.15B · Shareholders' equity $10.33B
Dividends
Raised for 5 straight years — most recently to $0.2418 from $0.2216 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 15, 2026 | Jun 15 | Jul 6 | $0.2418 | raised from $0.2216 |
| Sep 4, 2025 | Sep 4 | Sep 25 | $0.2216 | raised from $0.2196 |
| Jun 17, 2025 | Jun 17 | Jul 7 | $0.2196 | raised from $0.177 |
| Sep 5, 2024 | Sep 5 | Sep 26 | $0.177 | raised from $0.172 |
| Jun 17, 2024 | Jun 17 | Jul 8 | $0.172 | raised from $0.151 |
| Aug 29, 2023 | Aug 30 | Sep 27 | $0.151 | raised from $0.129 |
| May 26, 2023 | May 30 | Jun 29 | $0.129 | raised from $0.11 |
| Aug 23, 2022 | Aug 24 | Sep 21 | $0.11 | raised from $0.096 |
Ownership
Shares outstanding 1.50B · Float 1.50B · 100.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Vereniging Aegon | 264.67M | 18.01% | 13D | Aug 26, 2026 |
| Dodge & Cox | 44.64M | 2.97% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 13.04M | 0.87% | 13F | Aug 11, 2026 |
| Morgan Stanley | 5.92M | 0.39% | 13F | Aug 13, 2026 |
| Goldman Sachs Group Inc | 5.32M | 0.35% | 13F | Aug 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Corebridge Financial
Broad overlap across U.S. life, annuity, and retirement markets
- Lincoln Financial
Direct rival in annuities, life insurance, and retirement plans
- Prudential Financial
Large-scale rival in life, retirement income, and asset management
- Equitable
Competes in annuities, group retirement, life, and asset management
- Principal Financial Group
Retirement, life, benefits, and investment-management competitor
- Voya
Workplace retirement and benefits rival with investment capabilities
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aegon (ADR) | $9.37 | +1.85% | $13.82B | 12.4 | 10.2 | 0.5 | — |
| Corebridge Financial | $32.50 | −0.35% | $14.54B | 19.1 | 6.4 | 1.5 | +482.9% |
| Lincoln Financial | $43.25 | −0.07% | $8.29B | 3.7 | 5.3 | 0.4 | +21.2% |
| Prudential Financial | $119.79 | +0.01% | $41.57B | 10.8 | 8.5 | 0.6 | +2.8% |
| Equitable | $49.68 | −1.04% | $13.70B | — | 6.2 | 1.3 | −29.8% |
| Principal Financial Group | $111.41 | 0.00% | $23.85B | 15.8 | 11.2 | 1.5 | +8.8% |
| Voya | $102.55 | −0.02% | $9.30B | 17.4 | 9.7 | 2.5 | +3.2% |
| Median | 15.8 | 7.4 | 1.4 | +6.0% |