Wall Street Zen Downgrades Aegon (NYSE:AEG) to Hold

Aegon (NYSE:AEG) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday.

A number of other research analysts have also recently issued reports on AEG. Morgan Stanley restated an “overweight” rating on shares of Aegon in a report on Friday, January 9th. Zacks Research lowered shares of Aegon from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Aegon in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft initiated coverage on Aegon in a report on Wednesday, January 7th. They set a “hold” rating on the stock. Finally, UBS Group downgraded Aegon from a “buy” rating to a “neutral” rating in a report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy”.

Aegon Trading Up 2.7%

NYSE:AEG opened at $7.54 on Friday. Aegon has a 1-year low of $5.42 and a 1-year high of $8.15. The firm has a market capitalization of $15.12 billion, a price-to-earnings ratio of -47.09, a PEG ratio of 0.20 and a beta of 0.79. The business’s 50-day moving average price is $7.70 and its two-hundred day moving average price is $7.68.

Institutional Trading of Aegon

A number of institutional investors have recently made changes to their positions in the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Aegon during the fourth quarter worth $33,000. CWM LLC lifted its position in Aegon by 87.2% during the 3rd quarter. CWM LLC now owns 5,767 shares of the financial services provider’s stock worth $46,000 after buying an additional 2,687 shares in the last quarter. Parkside Financial Bank & Trust boosted its stake in shares of Aegon by 299.5% during the 3rd quarter. Parkside Financial Bank & Trust now owns 7,410 shares of the financial services provider’s stock worth $59,000 after buying an additional 5,555 shares during the last quarter. Independence Bank of Kentucky bought a new position in shares of Aegon in the 3rd quarter valued at about $64,000. Finally, Quantessence Capital LLC acquired a new stake in shares of Aegon in the fourth quarter valued at about $78,000. Institutional investors own 4.32% of the company’s stock.

Key Aegon News

Here are the key news stories impacting Aegon this week:

• Positive Sentiment: Aegon exceeded capital-creation forecasts, driven by momentum in its Americas business — a key driver for investor confidence in solvency and capital returns. Insurer Aegon beats capital creation forecast with strong US momentum
• Positive Sentiment: Bank of America (David Barma) maintained a Buy rating with a €7.50 price target, citing robust capital, resilient solvency and attractive valuation — a broker endorsement that supports near-term demand for the stock. Robust Capital, Resilient Solvency, and Attractive Valuation Underpin Buy Rating
• Positive Sentiment: Management announced a dividend payment (record date June 15; pay date July 6) and separately proposed a final 2025 dividend of €0.21 per share — both support income-focused investors and signal confidence in capital distribution plans. AEGON proposes final dividend for 2025 of €0.21 per common share
• Neutral Sentiment: Aegon published its 2H 2025 / Q4 results package and supporting presentation and transcript — these provide the detail behind the headlines and are essential for assessing earnings quality and capital trajectory. Aegon reports second half year 2025 results Aegon Ltd. 2025 Q4 – Results – Earnings Call Presentation Aegon Ltd. (AEG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported net profit was halved, driven by reinsurance losses and U.S. relocation costs — a clear earnings headwind that explains part of recent share weakness and raises near-term profitability concerns. Aegon net profit halves on reinsurance losses, US relocation costs; stock down
• Negative Sentiment: Second-half profit plunged nearly 50% because of non-operating charges, highlighting volatility in reported earnings even as capital metrics improved. Aegon’s H2 profit plunges nearly 50% as non-operating charges bite
• Negative Sentiment: Some coverage flagged a “messy” capital-creation beat and the lack of a UK update as near-term negatives that pressured the stock on the initial release — a reminder that details and disclosures still matter to investors. Insurer Aegon’s ‘messy’ capital creation beat, no UK update knock shares

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.