Cwm LLC Raises Stock Holdings in Aegon Ltd. (NYSE:AEG)

Cwm LLC increased its stake in shares of Aegon Ltd. (NYSE:AEG) by 83.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,725 shares of the financial services provider’s stock after purchasing an additional 2,606 shares during the quarter. Cwm LLC’s holdings in Aegon were worth $35,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in AEG. Cerity Partners LLC grew its holdings in shares of Aegon by 11.7% during the fourth quarter. Cerity Partners LLC now owns 87,416 shares of the financial services provider’s stock worth $504,000 after buying an additional 9,123 shares in the last quarter. Signaturefd LLC raised its holdings in Aegon by 7.9% in the 4th quarter. Signaturefd LLC now owns 122,947 shares of the financial services provider’s stock valued at $708,000 after acquiring an additional 9,027 shares during the last quarter. Atria Wealth Solutions Inc. purchased a new position in shares of Aegon during the 4th quarter worth $173,000. Certuity LLC acquired a new stake in shares of Aegon during the fourth quarter worth $62,000. Finally, M&T Bank Corp purchased a new stake in shares of Aegon in the fourth quarter valued at $60,000. Institutional investors and hedge funds own 4.32% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on AEG shares. StockNews.com lowered Aegon from a “buy” rating to a “hold” rating in a research note on Monday, May 13th. UBS Group downgraded shares of Aegon from a “buy” rating to a “neutral” rating in a report on Tuesday, May 28th.

Aegon Trading Up 0.3 %

AEG stock opened at $6.44 on Thursday. The company has a quick ratio of 0.08, a current ratio of 0.08 and a debt-to-equity ratio of 0.48. The company has a market cap of $14.20 billion, a price-to-earnings ratio of 6.92 and a beta of 1.11. The business has a fifty day simple moving average of $6.24 and a 200-day simple moving average of $6.16. Aegon Ltd. has a 52 week low of $4.63 and a 52 week high of $6.96.

Aegon Company Profile

Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the United States, the Netherlands, the United Kingdom, and internationally. The company offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; residential mortgage and digital baking services; and retail and institutional investment management solutions and retirement savings vehicles and strategies.