Factory Mutual Insurance Co. Buys Shares of 218,660 Aegon NV $AEG

Factory Mutual Insurance Co. purchased a new stake in Aegon NV (NYSE:AEG) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 218,660 shares of the financial services provider’s stock, valued at approximately $1,747,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AEG. Vanguard Group Inc. raised its stake in Aegon by 2.1% in the third quarter. Vanguard Group Inc. now owns 159,202 shares of the financial services provider’s stock worth $1,272,000 after buying an additional 3,254 shares in the last quarter. HighTower Advisors LLC raised its position in shares of Aegon by 1.2% in the 3rd quarter. HighTower Advisors LLC now owns 205,536 shares of the financial services provider’s stock worth $1,642,000 after acquiring an additional 2,428 shares in the last quarter. Caprock Group LLC purchased a new stake in shares of Aegon during the 3rd quarter worth $437,000. ABC Arbitrage SA bought a new stake in Aegon during the third quarter valued at about $16,634,000. Finally, Savant Capital LLC grew its stake in Aegon by 29.6% in the third quarter. Savant Capital LLC now owns 25,083 shares of the financial services provider’s stock valued at $200,000 after purchasing an additional 5,727 shares during the last quarter. 4.32% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

AEG has been the topic of a number of recent analyst reports. Wall Street Zen upgraded shares of Aegon from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Zacks Research downgraded shares of Aegon from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Aegon in a report on Monday, December 29th. Morgan Stanley reissued an “overweight” rating on shares of Aegon in a research report on Friday, January 9th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Aegon in a research report on Wednesday, January 7th. They set a “hold” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy”.

Aegon News Summary

Here are the key news stories impacting Aegon this week:

• Positive Sentiment: Bank of America maintained a Buy rating and a €7.50 target, citing robust capital, resilient solvency and attractive valuation — supportive for medium-term sentiment. Robust Capital, Resilient Solvency, and Attractive Valuation Underpin Buy Rating
• Positive Sentiment: Aegon beat capital‑creation forecasts, with the Americas (U.S.) business driving stronger-than-expected capital generation — this is the key constructive operational takeaway that underpins solvency and dividend/return capacity. Insurer Aegon exceeds capital creation forecast with strong US momentum Insurer Aegon beats capital generation forecasts boosted by Americas business
• Neutral Sentiment: Company press release and results package for 2H 2025 are available — provides full detail on capital metrics and the items weighing on earnings for investors to review (useful for modeling but not a new directional signal by itself). Aegon reports second half year 2025 results Aegon Ltd.: Aegon reports second half year 2025 results
• Negative Sentiment: Reported net profit roughly halved as reinsurance losses and U.S. relocation costs hit the P&L — a clear earnings headwind that likely drove near‑term selling pressure. Aegon net profit halves on reinsurance losses, U.S. relocation costs; stock down
• Negative Sentiment: Half‑year profit plunged nearly 50% after non‑operating charges — underlines the extent to which one‑offs and accounting items are suppressing headline earnings. Aegon’s H2 profit plunges nearly 50% as non-operating charges bite
• Negative Sentiment: Market commentary framed the capital‑creation beat as “messy” and noted lack of a UK update, which contributed to selling—signals investor caution on clarity and consistency of the story. Insurer Aegon’s ‘messy’ capital creation beat, no UK update knock shares

Aegon Stock Down 5.7%

Shares of NYSE:AEG opened at $7.35 on Friday. Aegon NV has a 52-week low of $5.42 and a 52-week high of $8.15. The stock has a market cap of $14.75 billion, a price-to-earnings ratio of -45.96, a PEG ratio of 0.22 and a beta of 0.79. The business has a 50-day moving average price of $7.70 and a 200-day moving average price of $7.67.

About Aegon

Aegon N.V. is a multinational financial services company headquartered in The Hague, Netherlands, specializing in life insurance, pensions and asset management. Established in 1983 through the merger of AGO and Ennia, Aegon has built a reputation for offering retirement solutions, savings products and protection plans aimed at helping customers secure their financial futures. The company operates under well-known brands, including Transamerica in the United States, and serves both individual and corporate clients.

Throughout its history, Aegon has pursued strategic acquisitions and partnerships to strengthen its market position and broaden its service offerings.