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Aegon Ltd (AEG) Fair Value & Analysis

Financial Services · US · Market cap $13.1B

AL Aegon Ltd logo Aegon Ltd AEG · US
Price$8.36
Fair Value$9.62
Upside+15.1%
Quality95/100
Evidence: High Range $7.22 – $12.03

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)

$8.57 $6.48 Fair Value $9.62 Jun 2025 Jun 2026

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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Analysis

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

Revenue (TTM) $12.2B
Revenue growth (YoY) -13.7%
Net margin 8.0%
Return on equity 10.4%
Free cash flow $852M FY2025
P/E ratio 12.4
More key figures
Operating margin 0.3%
EPS (TTM) $0.7000
Dividend yield 4.7%
EPS growth (YoY) -46.7%
Net debt $2.4B FY2025

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.

Revenue −12.8%/yr
FY21 $46.5B
FY22 −$21.6B
FY23 $13.0B
FY24 $19.5B
FY25 $26.9B
Net income −16.2%/yr
FY21 $2.0B
FY22 −$570M
FY23 −$179M
FY24 $688M
FY25 $977M

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Recent news

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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Frequently asked questions

Is Aegon Ltd (AEG) undervalued?
As of Jun 26, 2026, our model estimates a fair value of $9.62 versus a price of $8.36 — about +15% (undervalued). Model-based estimate, not financial advice.
What is the fair value of AEG?
Our 21-model fair value for Aegon Ltd is $9.62 (as of Jun 26, 2026), built from audited fundamentals. The current price is $8.36.
What is the quality score of AEG?
Aegon Ltd has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Aegon Ltd (AEG)?
Aegon Ltd reported trailing-twelve-month revenue of about $12.2B (latest available figure, as of Jun 26, 2026).
What is the net profit margin of AEG?
The net profit margin of Aegon Ltd is about 8.0%, meaning it keeps roughly 8.0% of revenue as net income. Based on the latest reported figures.
Does Aegon Ltd pay a dividend?
Aegon Ltd currently shows a dividend yield of about 4.69% relative to its recent price (as of Jun 26, 2026).

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.