Aegon Ltd (AEG) Fair Value & Analysis
Financial Services · US · Market cap $13.1B
Fair value as of: Jun 26, 2026
From 26 valuation models · updated 4 days ago
Fair value updated Jun 26, 2026 — revised from $12.54 to $9.62 (−23.3%) since Jun 24, 2026. Share price +3.3% over the past month.
Price vs Fair Value (12 months)
12‑month range $6.48 – $8.57 · fair‑value band $7.22 – $12.03 · the $8.36 price screens below the $9.62 fair value. As of Jun 26, 2026.
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Aegon Ltd (AEG) currently trades at $8.36, while our model-based Fair Value estimate is $9.62 — implying the stock looks roughly 15.1% undervalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.
Over the trailing twelve months, Aegon Ltd generated revenue of $12.2B at a net margin of 8.0%. Revenue declined 13.7% year over year. It earns a return on equity of 10.4%. Net debt stands at $2.4B. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
Aegon Ltd. provides insurance services in the Americas, the Netherlands, the United Kingdom, and internationally. It offers retirement plans, mutual funds, and unit-linked products; and annuities, life, and health insurance. The company provides its products under the Transamerica and World Financial Group brands. Aegon Ltd. was founded in 1844 and is based in Schiphol, the Netherlands.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Aegon Ltd reported revenue of $26.9B in FY2025 versus $46.5B in FY2021, a compound −12.8%/yr. Reported net income was $977M in FY2025, compounding −16.2%/yr from FY2021.
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Recent news
- Investors Can Buy 5 High-Yield Dividend Stocks Trading Under $10 Hand-Over-Fist
- Aegon (AEG) Announces Governance Agreement to Support Corporate Relocation to the US
- Exchange-Traded Funds Higher, Equity Futures Mixed Pre-Bell Wednesday Ahead of Fed Rates Announcement
- Aegon appoints Will Fuller as President & COO; selects NYC for global HQ
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
6 more Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Berkshire Hathaway Inc BRK | C$35.75 | C$28.29 | -21% |
| Allianz SE ALIZY | $46.11 | $51.39 | +11% |
| Zurich Insurance Group ZURVY | $36.15 | $29.58 | -18% |
| AXA SA AXAHY | $48.48 | $66.69 | +38% |
| Assicurazioni Generali S.p.A ARZGY | $24.04 | $19.38 | -19% |
| Sun Life Financial Inc SLF | $77.55 | $118.90 | +53% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.