Aegon Ltd.

Informe acción ENXTAM:AGN

Capitalización de mercado: €11.5b

Aegon Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Los beneficios de Aegon han disminuido a una tasa media anual de -4.6%, mientras que en la industria Insurance los beneficios crecieron en un 13% anualmente. Los ingresos han ido disminuyendo a una tasa media de 5.1% al año. La rentabilidad financiera de Aegon es de 10.3%, y sus márgenes netos son de 7.6%.

Información clave

-4.62%

Tasa de crecimiento de los beneficios

6.24%

Tasa de crecimiento del BPA

Crecimiento de la industria Insurance 7.60%
Tasa de crecimiento de los ingresos-5.09%
Rentabilidad financiera10.32%
Margen neto7.58%
Próxima actualización de resultados18 Feb 2027

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Aug 11

AGN: Dividend Policy And Slightly Higher Required Returns Should Support Balanced Future Returns

Analysts have nudged their price target on Aegon higher, with fair value moving from €7.73 to €7.91. This reflects updated assumptions on the discount rate, revenue trends, profit margins and future P/E levels.
Nueva narrativa Jul 14

Expanding Distribution And Reinsurance Actions Will Pressure Future Revenue Stability And Earnings Quality

Catalysts About Aegon Aegon is an international insurance, retirement and asset management group with core operations in the U.S., U.K. and several other markets. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Jun 29

Expanding Retirement And Asset Management Platforms Will Support Stronger Long Term Earnings Quality

Catalysts About Aegon Aegon is an international insurance, retirement and asset management company with a large U.S. business operating under the Transamerica brand. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jun 24

AGN: US Governance Overhaul And Dividend Policy Should Support Balanced Future Returns

Analysts have increased their price target on Aegon from €7.58 to €7.73, citing updated assumptions for revenue trends, profit margins and future P/E expectations. What’s in the News for Aegon Aegon plans to relocate its corporate headquarters to New York City, with the new office expected to open in mid 2027, as part of a broader shift of its legal and corporate structure to the United States.
Actualización de narrativa Jun 06

AGN: US Governance Shift And Buybacks Should Support Measured Future Returns

Analysts have raised their price target on Aegon to €7.58 from €7.51, reflecting updated assumptions around fair value, discount rate, revenue trends, profit margins and future P/E expectations. What's in the News Aegon has announced an agreement with its largest shareholder, Vereniging Aegon, outlining their future relationship in connection with Aegon's planned relocation to the US (Source: Aegon company announcement, 28 May 2026).
Actualización de narrativa May 12

AGN: Buyback And Higher Dividend Will Support Measured Future Return Potential

Analysts have raised their price target for Aegon to €7.51 per share. The change reflects updated assumptions around discount rates, profit margins and future P/E expectations.
Actualización de narrativa Apr 23

AGN: Buyback And Higher Dividend Will Support Balanced Future Return Potential

Analysts have lifted their price target on Aegon by €0.11 to €7.40, citing slightly higher fair value assumptions supported by modest adjustments to the discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Aegon completed a share buyback tranche, repurchasing 34,996,985 shares, equal to 2.21% of its share capital, for €227 million under the program announced on December 10, 2025 (Key Developments).
Actualización de narrativa Apr 08

AGN: Buyback And Higher Dividend Will Support Measured Future Return Potential

Analysts have nudged their price target for Aegon slightly higher to €7.29 from €7.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Aegon completed the repurchase of 34,996,985 shares, representing 2.21% of its share capital, for €227 million under the buyback announced on December 10, 2025 (Key Developments).
Actualización de narrativa Mar 25

AGN: Completed Buyback And Higher Dividend Will Support Future Return Upside

Analysts have slightly reduced their Aegon price target to €7.25 from €7.35. This reflects updated views on fair value while keeping underlying assumptions such as discount rate, revenue growth, profit margin, and forward P/E broadly consistent.
Actualización de narrativa Mar 09

AGN: Future Buybacks And US Refocus Will Support Return Upside

Analysts have slightly lifted their price target on Aegon to €7.35 from €7.31, citing updated assumptions for revenue growth, margin outlook, and a lower forward P/E multiple as key drivers of the change. What's in the News Aegon proposed a 2025 final dividend of €0.21 per common share, described as 11% higher than the 2024 final dividend.
Actualización de narrativa Feb 22

AGN: Future Buybacks And US Refocus Will Drive Return Upside

Analysts have nudged their price target on Aegon higher to €7.31 from €7.23, citing slightly adjusted assumptions around discount rates, revenue, profit margins and future P/E. What's in the News Aegon completed a share repurchase of 34,996,985 shares, representing 2.21% of its share capital, for €227 million under the buyback announced on December 10, 2025.
Actualización de narrativa Feb 08

AGN: US Refocus And Buybacks Will Shape Future Return Balance

Analysts have trimmed their price target on Aegon by about €0.01, citing small adjustments to fair value, discount rate, profit margin assumptions, and a slightly higher future P/E multiple in their models. What's in the News Aegon has launched a review of its UK business, including a possible sale, alongside plans to move its head office to the US and rename the holding company Transamerica.
Actualización de narrativa Jan 24

AGN: US Refocus And Buybacks Will Shape Balanced Future Return Potential

Analysts have trimmed their price target for Aegon slightly to about €7.23. This reflects small adjustments to fair value, discount rate, revenue growth assumptions and future P/E expectations, while keeping the overall outlook broadly consistent.
Actualización de narrativa Jan 06

AGN: US Refocus And Ongoing Buybacks Will Support Balanced Return Potential

Analysts have revised their price target for Aegon from €7.34 to €7.27, citing slightly lower fair value estimates, a marginally reduced discount rate, small adjustments to revenue growth assumptions and profit margin, and an updated future P/E outlook. What's in the News Aegon has completed a share repurchase of 67,255,788 shares for €400 million under the buyback announced on May 16, 2025, representing 4.25% of its shares.
Actualización de narrativa Dec 13

AGN: US Refocus And Buyback Will Drive Attractive Upside Potential

Analysts have modestly reduced their price target on Aegon, trimming fair value by about $0.01 as they factor in a slightly higher discount rate, offset by marginally improved profit margin expectations, while keeping longer term growth and valuation multiples broadly unchanged. What's in the News Aegon launches a strategic review of its UK business, including a potential divestment, as it shifts its head office to the US and plans to rename the holding company Transamerica, sharpening its focus on the US market (company statement).
Actualización de narrativa Nov 28

AGN: Share Buyback and Unit Sales Will Influence Balanced Near-Term Prospects

Analysts have raised their price target for Aegon from $7.13 to $7.36, citing modest improvements in fair value estimates and profit margin projections. What's in the News Aegon has reportedly explored the sale of non-US business units as it seeks to concentrate on its core US operations.
Actualización de narrativa Nov 14

AGN: Share Buyback Expansion and Dividend Increase Will Shape Outlook

Analysts have raised their price target for Aegon slightly from $7.12 to $7.13, citing minor adjustments to the company's valuation metrics and updated forecasts. What's in the News On August 21, 2025, Aegon increased its equity buyback authorization by €200 million.
Actualización de narrativa Oct 30

AGN: Dividend Growth And Buyback Expansion Will Underpin Future Performance

Analysts have raised their price target for Aegon from $6.93 to $7.12. They cited slight improvements in discount rate and revenue growth expectations, even as profit margin forecasts moderated and the anticipated future price-to-earnings ratio rose modestly.
Actualización de narrativa Sep 24

Retirement Expansion And Digital Transformation Will Shape Future Success

Aegon's fair value has seen only a marginal upward adjustment, as both its Future P/E and Discount Rate remained stable, resulting in a negligible increase in the consensus analyst price target from €6.85 to €6.93. What's in the News Announced interim dividend of EUR 0.19 per common share for 2025, up EUR 0.03 from 2024.
Actualización de narrativa Sep 04

Retirement Expansion And Digital Transformation Will Shape Future Success

With both the consensus analyst price target and future P/E ratio for Aegon remaining effectively unchanged, there has been no material revision to fair value, which stays at €6.85. What's in the News Aegon announced an interim dividend of EUR 0.19 per common share for 2025, up EUR 0.03 from the prior year.
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Nueva narrativa Feb 09

Expansion Through WFG And Chinese Joint Venture Will Drive Future Success

Aegon's focus on growing strategic assets and reducing financial assets is expected to enhance operational results and increase shareholder returns for future growth.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Aegon. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ENXTAM:AGN Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 2512,1939245670
30 Sep 2512,6341,0965650
30 Jun 2513,0661,2675630
31 Mar 2512,9539395920
31 Dec 2412,8476116200
30 Sep 2412,7312276210
30 Jun 2412,706-1586210
31 Mar 2412,842-1846130
31 Dec 2312,932-2106040
30 Sep 2319,9952012430
30 Jun 2313,698316240
31 Mar 2313,937564800
31 Dec 2214,2876906370
30 Sep 2217,0611722,1730
30 Jun 2227,2742952,1400
31 Mar 2241,2641,1702,6170
31 Dec 2146,5049802,8050
30 Sep 2158,3201,3693,5390
30 Jun 2164,9321,0363,5170
31 Mar 2178,531-8793,5570
31 Dec 2040,653-6702,8770
30 Sep 2035,8862072,8260
30 Jun 2034,3021,0693,6460
31 Mar 2023,2342,2823,6680
31 Dec 1964,6921,4403,6860
30 Sep 1952,7267793,6270
30 Jun 1940,9504193,5670
31 Mar 1929,4695083,5530
31 Dec 1818,0186313,5380
30 Sep 1830,2871,5494,2730
30 Jun 1842,5021,9243,5480
31 Mar 1846,8952,2103,5930
31 Dec 1753,7262,2303,6580
30 Sep 1750,4161,8943,5350
30 Jun 1754,9811,7423,5640
31 Mar 1754,3215393,5540
31 Dec 1649,7913043,5600
30 Sep 1654,006-8123,5690
30 Jun 1637,527-1,7063,5880
31 Mar 1626,083-7153,5920
31 Dec 1534,642-5713,5580
30 Sep 1534,142-1023,3970

Ingresos de calidad: AGN tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (7.6%) de AGN son superiores a los del año pasado (4.8%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: AGN ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de -4.6% al año.

Acelerando crecimiento: El crecimiento de los beneficios de AGN en el último año (51.2%) supera su media de 5 años (-4.6% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de AGN en el último año (51.2%) superó al de la industria Insurance 15.3%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de AGN (10.3%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/20 05:21
Precio de las acciones al final del día2026/08/20 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Aegon Ltd. está cubierta por 30 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Claudia GaspariBarclays
Michael HuttnerBerenberg
Edward HoughtonBernstein