Aegon Ltd.

ENXTAM:AGN 주식 리포트

시가총액: €11.6b

Aegon 경영진

경영진 기준 점검 4/4

Aegon CEO는 E. Friese, May2020 에 임명되었습니다 의 임기는 6.25 년입니다. 총 연간 보상은 €3.54M, 38.5% 급여 및 61.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €4.80M 가치에 해당하는 회사 주식의 0.041% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.4 년과 3.7 년입니다.

핵심 정보

E. Friese

최고경영자

€3.5m

총 보수

CEO 급여 비율38.54%
CEO 재임 기간6.3yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간5.4yrs
이사회 평균 재임 기간3.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
새로운 내러티브 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?
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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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새로운 내러티브 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.

CEO 보수 분석

E. Friese의 보수는 Aegon의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

€988m

Mar 31 2026n/an/a

€923m

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

보상 대 시장: E.의 총 보수(USD4.14M)는 Dutch 시장에서 비슷한 규모 기업의 평균(USD4.17M) 수준입니다.

보상과 수익: E.의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

E. Friese (64 yo)

6.3yrs
재임 기간
€3,542,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
E. Friese
CEO, Chairman of Management Board & Executive Director6.3yrs€3.54m0.041%
€ 4.8m
Duncan Russell
CFO & Member of Management Board6yrs데이터 없음0.031%
€ 3.6m
Marco Baptist Keim
CEO of Aegon International & Member of the Management Board18.2yrs데이터 없음데이터 없음
J. van Klinken
General Counsel12.6yrs데이터 없음데이터 없음
Michael Holliday-Williams
CEO of Aegon UK & Member of Management Board6.4yrs데이터 없음데이터 없음
Wilford Fuller
Member of the Management Board & CEO of Aegon Americas5.4yrs데이터 없음0.14%
€ 16.4m
Deborah Waters
CTO & Member of the Management Board4.5yrs데이터 없음데이터 없음
Astrid Jakel
Chief Risk Officer & Member of the Management Board4.4yrs데이터 없음데이터 없음
Shawn C. Johnson
Global CEO of Aegon Asset Management & Member of Executive Committee1.9yrs데이터 없음데이터 없음
Michele A. Bareggi
Chief Strategy1.8yrs데이터 없음데이터 없음
Jennifer Palmieri
Chief Human Resources Officer & Member of Executive Boardless than a year데이터 없음데이터 없음
Bradley Dawson
Global Head of Marketing of Aegon Asset Managementno data데이터 없음데이터 없음
5.4yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 관리: AGN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.4 년).


이사회 구성원

이름직위재임 기간보수지분
E. Friese
CEO, Chairman of Management Board & Executive Directorno data€3.54m0.041%
€ 4.8m
David Herzog
Independent Chairman of the Board1.2yrs€109.00k0.0017%
€ 193.3k
Albert Benchimol
Independent Non-Executive Director2.2yrs€153.00k0.0011%
€ 122.7k
Thomas Wellauer
Independent Director6.3yrs€172.00k0.00076%
€ 88.0k
Mark Ellman
Independent Director9.3yrs€160.00k0.0011%
€ 122.7k
Lori Fouche
Independent Director1.2yrs€75.00k0.00061%
€ 70.6k
John McGarry
Independent Director5.2yrs€170.00k0.0011%
€ 122.7k
Jay Ralph
Independent Director1.2yrs€75.00k0.00061%
€ 70.6k
Francis Blom
Board Observer5.8yrs데이터 없음데이터 없음
Caroline Ramsay
Independent Director6.3yrs€192.00k0.00072%
€ 83.3k
Leni Boeren
Directorless than a year데이터 없음데이터 없음
3.7yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: AGN의 이사회경험이 있음으로 간주됩니다(평균 재임 3.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/21 00:49
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Aegon Ltd.는 30명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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Michael HuttnerBerenberg
Edward HoughtonBernstein