Research analysts who have asked questions during AEGON earnings calls.
FH
Farooq Hanif
JPMorgan Chase & Co.
4 questions for AEG
Also covers: NNGRY, PUK
Michael Huttner
Berenberg
4 questions for AEG
Also covers: NNGRY
FM
Farquhar Murray
Autonomous
3 questions for AEG
Also covers: ING, NNGRY
NA
Nazeem Ahmed
UBS
3 questions for AEG
DB
David Baumer
Bank of America
2 questions for AEG
Iain Pearce
Exane BNP Paribas
2 questions for AEG
SH
Stephen Hayward
HSBC
2 questions for AEG
BP
Benoit Patchard
Kepler Cheuvreux
1 question for AEG
Benoit Petrarque
Kepler Cheuvreux
1 question for AEG
Also covers: ING, NNGRY
DB
David Barma
BofA Securities
1 question for AEG
Also covers: NNGRY, SAXPY
DB
David Barman
Bank of America
1 question for AEG
JK
Jason Kalambosas
ING Groep N.V.
1 question for AEG
JK
Jason Kalamboszis
ING
1 question for AEG
Also covers: NNGRY
MR
Markus Rivaldi
Jefferies
1 question for AEG
NA
Nasib Ahmed
UBS Group AG
1 question for AEG
Also covers: PUK
RS
Ria Shah
Deutsche Bank
1 question for AEG
Recent press releases and 8-K filings for AEG.
Aegon Commences EUR 227 Million Share Buyback
AEG
Share Buyback
- Aegon initiated a EUR 227 million share buyback program on January 12, 2026, which is expected to be completed by June 30, 2026.
- This buyback includes EUR 200 million from a previously announced EUR 400 million program and an additional EUR 27 million to cover share-based compensation plans for senior management.
- Aegon's largest shareholder, Vereniging Aegon, will participate pro-rata, accounting for EUR 37 million of the buyback.
- The company intends to cancel the shares associated with the EUR 200 million component of the buyback.
Jan 12, 2026, 11:05 AM
Aegon Initiates EUR 227 Million Share Buyback
AEG
Share Buyback
Executive Compensation
- Aegon commenced a EUR 227 million share buyback on January 12, 2026.
- This buyback includes EUR 200 million from a previously announced EUR 400 million program and an additional EUR 27 million to cover obligations from share-based compensation plans for senior management.
- The company's largest shareholder, Vereniging Aegon, will participate pro-rata, accounting for EUR 37 million of the buyback.
- The share buyback is projected to be completed by June 30, 2026, and Aegon intends to cancel the shares associated with the EUR 200 million component.
Jan 12, 2026, 7:00 AM
Aegon completes EUR 400 million share buyback program
AEG
Share Buyback
- Aegon successfully completed its share buyback program, which totaled EUR 400 million.
- The program, initially launched on July 1, 2025, for EUR 200 million, was expanded by an additional EUR 200 million on August 25, 2025.
- Between July 1, 2025, and December 15, 2025, Aegon repurchased 61,197,437 common shares at an average price of EUR 6.4772 per share.
- The repurchased shares will be canceled in December 2025.
Dec 16, 2025, 7:00 AM
Aegon Announces Strategic Relocation to US and Renaming to Transamerica Inc.
AEG
New Projects/Investments
Share Buyback
Guidance Update
- Aegon announced its ambition to become a leading US life insurance and retirement group, with plans to move its head office and legal seat to the US and be renamed Transamerica Inc. by January 1, 2028.
- The company will initiate a new EUR 400 million share buyback program in 2026 and targets dividend growth of > 5% per annum from approximately EUR 0.40 per share for 2025.
- Aegon anticipates its operating result and free cash flow to grow by around 5% per annum between 2025 and 2027.
- A strategic review of Aegon UK is underway, evaluating all options including divestment, with an estimated one-time implementation cost of around EUR 350 million for the relocation between 2H 2025 and 1H 2028.
Dec 10, 2025, 11:05 AM
Aegon Announces US Relocation and Rebranding to Transamerica by 2028
AEG
Share Buyback
Accounting Changes
New Projects/Investments
- Aegon, a Dutch life insurance company, plans to relocate its head office and legal seat to the United States and rename itself Transamerica Inc. by January 1, 2028, to fully capitalize on growth opportunities in the U.S. market.
- The transition will incur a €350 million implementation cost and includes a €400 million share buyback program planned for 2026.
- Post-relocation, the company will begin reporting under U.S. GAAP starting with the 2027 financial results and projects annual operating result growth of around 5% and dividend growth exceeding 5% per annum through this transition period.
- Aegon will stop publishing trading updates in 2026 and 2027, limiting disclosures to comprehensive half-year reporting during the transition period.
Dec 10, 2025, 6:44 AM
Aegon Announces Strategic Shift to US, Rebranding, and Share Buyback
AEG
New Projects/Investments
Share Buyback
Guidance Update
- Aegon announced its ambition to become a leading US life insurance and retirement group, with plans to move its head office and legal seat to the US and be renamed Transamerica Inc. by January 1, 2028.
- The company aims to achieve all its 2025 financial targets and introduced a new EUR 400 million share buyback program to be split evenly between the first and second half of 2026, alongside new financial ambitions including dividend growth of > 5% per annum from around EUR 0.40 per share for 2025.
- The relocation is expected to incur an estimated one-time implementation cost of around EUR 350 million between 2H 2025 and 1H 2028.
- A strategic review of Aegon UK is underway, evaluating all options, including potential divestment, to accelerate and maximize value.
Dec 10, 2025, 6:00 AM
Aegon Reports Strong Q3 2025 Operating Capital Generation and Progress on Share Buyback
AEG
Earnings
Share Buyback
Guidance Update
- Aegon reported EUR 340 million in operating capital generation (OCG) before holding funding and operating expenses for Q3 2025, and remains on track to achieve its full-year OCG target of EUR 1.2 billion for 2025.
- Cash Capital at Holding stood at EUR 1.88 billion at the end of Q3 2025, reflecting the EUR 700 million sale of 12.5 million a.s.r. shares and 54% completion of the EUR 400 million share buyback program.
- The company's main capital ratios remain strong, with the US RBC ratio at 425% and the Solvency UK ratio at 188% as of September 30, 2025, both above their respective operating levels.
- Commercial momentum in US Strategic Assets continued, with Individual Life sales up 39% compared to the prior year period, while the UK platform business experienced net outflows.
- Aegon will host a Capital Markets Day on December 10, 2025, to provide updates on strategy, financial targets, and the outcome of its review regarding a potential relocation of its legal domicile and head office to the United States.
Nov 13, 2025, 3:57 PM
AEG Reports Q3 2025 Operating Capital Generation and Strategic Progress
AEG
Earnings
Guidance Update
Share Buyback
- AEG generated EUR 340 million in operating capital generation (OCG) for Q3 2025 and remains on track to achieve its full-year OCG target of around EUR 1.2 billion for 2025.
- Cash capital at holding was EUR 1.9 billion at the end of September 2025, despite returning just over EUR 800 million to shareholders in the period.
- The company has executed just over half of its ongoing EUR 400 million share buyback program, with the remainder expected to be completed by December 15th.
- AEG continues to expect to achieve all its financial targets for 2025.
- An update on strategy and the outcome of a review regarding a potential relocation of its legal domicile and head office to the United States will be shared at the Capital Markets Day on December 10th.
Nov 13, 2025, 8:00 AM
Aegon Reports Q3 2025 Operating Capital Generation and Capital Position
AEG
Earnings
Share Buyback
Guidance Update
- Aegon generated EUR 340 million in operating capital generation during Q3 2025, marking a 1% increase year-on-year, and remains on track to achieve its full-year OCG target of EUR 1.2 billion for 2025.
- Cash capital at holding remained strong at EUR 1.9 billion at the end of September 2025, despite returning just over EUR 800 million to shareholders in the period. The company expects to complete its EUR 400 million share buyback program by December 15th.
- The US RBC ratio increased by five percentage points to 425% compared to the end of June, which is above its operating level target of around 400%.
- Aegon continues to expect to achieve all its financial targets for 2025. An update on strategy and the outcome of a review regarding a potential relocation of its legal domicile and head office to the United States will be shared on December 10th.
Nov 13, 2025, 8:00 AM
Aegon Reports Q3 2025 Operating Capital Generation and Strategic Updates
AEG
Guidance Update
Share Buyback
New Projects/Investments
- Aegon generated EUR 340 million in operating capital generation during the third quarter of 2025, an increase of 1% year-on-year, and remains on track to achieve its full-year 2025 target of approximately EUR 1.2 billion.
- Cash capital at holding remained healthy at EUR 1.9 billion at the end of September.
- The company has executed just over half of its ongoing EUR 400 million share buyback program and expects to complete the remainder by December 15th.
- The U.S. RBC ratio increased by five percentage points to 425% by the end of June.
- Aegon will host a Capital Markets Day on December 10th to provide a strategy update and share the outcome of a review regarding a potential relocation of its legal domicile and head office to the United States.
Nov 13, 2025, 8:00 AM
Quarterly earnings call transcripts for AEGON.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more