Aegon Ltd.

ENXTAM:AGN Rapport sur les actions

Capitalisation boursière : €12.3b

Aegon Gestion

Gestion contrôle des critères 4/4

Le PDG Aegon est E. Friese, nommé en May2020, a un mandat de 6.25 ans. La rémunération annuelle totale est € 3.54M, composée du salaire de 38.5% et des bonus 61.5%, y compris les actions et options de la société. détient directement 0.041% des actions de la société, d'une valeur de € 5.08M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.4 ans et 3.7 ans.

Informations clés

E. Friese

Directeur général

€3.5m

Rémunération totale

Pourcentage du salaire du PDG38.54%
Durée du mandat du directeur général6.3yrs
Propriété du PDG0.04%
Durée moyenne d'occupation des postes de direction5.4yrs
Durée moyenne du mandat des membres du conseil d'administration3.7yrs

Mises à jour récentes de la gestion

Recent updates

Nouveau récit 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?
Nouveau récit 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?
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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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Nouveau récit 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.

Analyse de la rémunération des PDG

Comment la rémunération de E. Friese a-t-elle évolué par rapport aux bénéfices de Aegon?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025€4m€1m

€924m

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€1b

Mar 31 2025n/an/a

€939m

Dec 31 2024€3m€1m

€611m

Sep 30 2024n/an/a

€227m

Jun 30 2024n/an/a

-€158m

Mar 31 2024n/an/a

-€184m

Dec 31 2023€4m€2m

-€210m

Sep 30 2023n/an/a

€201m

Jun 30 2023n/an/a

€31m

Mar 31 2023n/an/a

€56m

Dec 31 2022€4m€2m

€690m

Sep 30 2022n/an/a

€172m

Jun 30 2022n/an/a

€295m

Mar 31 2022n/an/a

€1b

Dec 31 2021€4m€1m

€980m

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€1b

Mar 31 2021n/an/a

-€879m

Dec 31 2020€2m€931k

-€670m

Rémunération vs marché: La rémunération totale de E. ($USD 4.10M ) est dans la moyenne des entreprises de taille similaire sur le marché Dutch ($USD 4.10M ).

Rémunération et revenus: La rémunération de E. a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

E. Friese (64 yo)

6.3yrs
Titularisation
€3,542,000
Compensation

Mr. E. Lard Friese is Non-Independent Member of Supervisory Board of Aegon NV. Mr. Friese serves as Director of Transamerica Corporation. He serves as Director at The Geneva Association since June 2022.He...


Équipe de direction

NomPositionTitularisationCompensationPropriété
E. Friese
CEO, Chairman of Management Board & Executive Director6.3yrs€3.54m0.041%
€ 5.1m
Duncan Russell
CFO & Member of Management Board6yrspas de données0.031%
€ 3.8m
Marco Baptist Keim
CEO of Aegon International & Member of the Management Board18.2yrspas de donnéespas de données
J. van Klinken
General Counsel12.6yrspas de donnéespas de données
Michael Holliday-Williams
CEO of Aegon UK & Member of Management Board6.4yrspas de donnéespas de données
Wilford Fuller
Member of the Management Board & CEO of Aegon Americas5.4yrspas de données0.14%
€ 17.3m
Deborah Waters
CTO & Member of the Management Board4.5yrspas de donnéespas de données
Astrid Jakel
Chief Risk Officer & Member of the Management Board4.4yrspas de donnéespas de données
Shawn C. Johnson
Global CEO of Aegon Asset Management & Member of Executive Committee1.9yrspas de donnéespas de données
Michele A. Bareggi
Chief Strategy1.8yrspas de donnéespas de données
Jennifer Palmieri
Chief Human Resources Officer & Member of Executive Boardless than a yearpas de donnéespas de données
Bradley Dawson
Global Head of Marketing of Aegon Asset Managementno datapas de donnéespas de données
5.4yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de AGN est chevronnée et expérimentée (5.4 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
E. Friese
CEO, Chairman of Management Board & Executive Directorno data€3.54m0.041%
€ 5.1m
David Herzog
Independent Chairman of the Board1.2yrs€109.00k0.0017%
€ 204.6k
Albert Benchimol
Independent Non-Executive Director2.2yrs€153.00k0.0011%
€ 129.9k
Thomas Wellauer
Independent Director6.3yrs€172.00k0.00076%
€ 93.1k
Mark Ellman
Independent Director9.3yrs€160.00k0.0011%
€ 129.9k
Lori Fouche
Independent Director1.2yrs€75.00k0.00061%
€ 74.7k
John McGarry
Independent Director5.2yrs€170.00k0.0011%
€ 129.9k
Jay Ralph
Independent Director1.2yrs€75.00k0.00061%
€ 74.7k
Francis Blom
Board Observer5.8yrspas de donnéespas de données
Caroline Ramsay
Independent Director6.3yrs€192.00k0.00072%
€ 88.2k
Leni Boeren
Directorless than a yearpas de donnéespas de données
3.7yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de AGN sont considérés comme expérimentés (ancienneté moyenne 3.7 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/09 18:53
Cours de l'action en fin de journée2026/08/07 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Aegon Ltd. est couverte par 29 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Claudia GaspariBarclays
Michael HuttnerBerenberg
Edward HoughtonBernstein