# Aegon Ltd. (AEG)

> Source: Nexqual · https://nexqual.com/AEG · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Aegon Ltd. (AEG), nexqual.com/AEG" · informational, not investment advice.

**Price:** USD 8.21 (-2.15% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 8.39 · day 8.13–8.24 · 52w 6.75–9.61 · market cap $12.2B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold AEG (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (2 analysts), mean target USD 9.88 (range 9.15–10.6).
- Total return with dividends: 1Y +17.2% vs S&P 500 +14.9%; 5Y +100.1% vs S&P 500 +80.3%.
- Next earnings: 2026-08-20, EPS estimate USD —, revenue estimate $0K.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold AEG. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | 0.20% | $377M | Reduced -11.7% |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 2 analysts; mean target USD 9.88 (low 9.15, high 10.6).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +17.2% | +100.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +17.2% | +14.8% |
| Volatility (annualized) | 24.3% | 30.2% |
| Max drawdown | -15.3% (Nov 2025→Mar 2026) | -32.5% (Jan 2022→Jul 2022) |

## Peers (Insurance - Diversified)
BNT (Brookfield Wealth Solutions Ltd) USD 38.26 +2.05% · ACGL (Arch Capital Group Ltd.) USD 102.69 +2.40% · HIG (The Hartford Insurance Group, I) USD 139.45 +2.67% · AIG (American International Group, I) USD 83.03 +1.57% · SLF (Sun Life Financial Inc.) USD 80.81 +0.12% · PLGO (Pelagos Insurance Capital Limit) USD 26.21 +2.26%

## More
Full page: https://nexqual.com/AEG · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in AEG's own 20-F filed 2026-03-26 (https://www.sec.gov/Archives/edgar/data/769218/000119312526124987/d29563d20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Banco Santander, S.A. (SAN) | "In Spain & Portugal, Aegon has a strategic partnership with Banco Santander to distribute life, health, and non-life insurance products through the bank's branches, with Aegon owning a 51% stake in the joint venture." |
| Partner | Transamerica | "Our businesses in Spain & Portugal, Brazil, China, and Transamerica Life Bermuda – which services high-net worth clients out of Hong Kong and Singapore – are mostly joint ventures with strong local partners that operate …" |
| Partner | Aegon THTF Life Insurance | "Joint ventures include our joint operation in China operating under the name Aegon THTF Life Insurance Co. Other than disclosed in note" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year (ends 2026-12-31) | — | — | — | $9.20B | — |
| Next fiscal year (ends 2027-12-31) | — | — | — | $9.38B | — |