AEG | Ticker Profile - Titan Protect

AEG

Aegon Ltd.

Financial Services · Insurance - Diversified · NYQ

$8.24

Data: 2026-05-13

✗ ETHICAL FAIL

MODERATE MOAT

HIGH

Data Confidence: 100.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$12.8B

Total market value of the company

Trailing P/E

11.90

Reasonably valued

Forward P/E

9.13

Based on estimated future earnings — lower means cheaper

Rev Growth

-13.7%

Year-over-year revenue change

Profit Margin

8.0%

How much profit the company keeps from each dollar of revenue

ROE

10.4%

Return on equity — how efficiently it uses shareholder money

Analyst Target

$9.38

+14% from current price — median analyst estimate

Recommendation

NONE

Consensus view from 3 analysts covering this stock

About Aegon Ltd.

Aegon Ltd. Engages in the provision of insurance, pensions, retirement, and asset management services in the Americas, the Netherlands, the United Kingdom, and internationally. It operates through three segments: Distribution, Protection Solutions, and Savings & Investments. The company offers retirement plans, mutual funds, and stable value solutions; and annuities, individual life, life and health, and individual health. The company provides its products under the Transamerica and World Financial Group brands. Aegon Ltd. was founded in 1844 and is headquartered in Schiphol, the Netherlands.

https://www.aegon.com

Country: Netherlands Employees: 15,304 Industry: Insurance - Diversified

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% PASS

Debt must be below 33% of total assets

Cash Ratio

0.0% PASS

Interest-bearing cash below 33% of assets

Receivables

0.0% PASS

Receivables below 49% of assets

Revenue Purity

0.0% PASS

Non-compliant revenue below 5% — any excess requires purification

Valuation

Fair Value Est.

$13.89

What our model estimates this business is worth per share

Margin of Safety

40.7%

Trading below fair value — margin of safety exists

Rating

AVOID

Overall assessment combining ethics, valuation, and quality

Percentile

54.5th

Ranks in the top 46% of our 13,571 screened universe

Ethical Score

10.0

Valuation Score

95.0

Quality Score

43.3

Combined

N/A

Trading at $8 against a fair value of $14, a 39% discount. Moderate competitive position. Fails ethical screen (Business activity). Ranks better than 78% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

ACCUMULATION

Smart money appears to be building positions quietly

Sharpe Ratio

0.852

Good returns relative to risk taken

Kelly Fraction

0.0392

Modest edge detected — smaller position warranted

Calmar Ratio

1.186

Returns exceed worst-case losses — strong risk profile

Annual Return

21.8%

Historical annualised return based on price data

Max Drawdown

-18.4%

Largest peak-to-trough decline — the worst it has been

HMM State

BULL

Statistical model sees bullish momentum

Days in State

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

0.63

Less volatile than the market — more defensive

52W High

$8.48

3% below the year high

52W Low

$6.64

24% above the year low

Avg Volume

5,833,640

Average daily shares traded — higher means easier to buy and sell

Short Ratio

0.4

Days it would take all short sellers to cover — higher means more crowded

Short % Float

0.2%

Low short interest — limited bearish positioning

Div Yield

560.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$0.71

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

0.57

Moderate leverage — manageable

Current Ratio

8.00

Strong balance sheet — comfortably covers short-term obligations

Quick Ratio

1.18

Like current ratio but excludes inventory — stricter test

Gross Margin

44.0%

Revenue left after cost of goods — higher means pricing power

Operating Margin

0.3%

Profit from core operations before interest and tax

Free Cash Flow

$-204,500,000

Negative — the business is spending more than it generates

Revenue (TTM)

$12.2B

Total revenue over the last 12 months

Net Income

$924M

Profitable — the bottom line is positive

Analyst Coverage

Analysts

Target High

$10.00

Target Median

$9.38

Target Low

$8.75

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-13

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