Aegon: Value Continues To Surface As The Group Simplifies And Refocuses On The U.S.
2026-06-12 06:59:42 ET
It has been almost a semester since our last update on Aegon ( AEG ) ( AEGOF ). At that time, the company released a new plan, with a Capital Market Day in London. As shown in the title analysis (Fig. 1), while growth was lower, our buy case remains intact. Aegon shares increased by more than 13% since mid December 2025. Much has evolved since then, and a portion of the value we anticipated from our equity investment is now starting to crystallize. As a reminder, our buy rating was backed by: 1) solid capital generation, 2) the planned U.S. domiciliation (with upside from a US listing) with further value creation opportunities within the Transamerica franchise, and 3) a favorable read-across from the Corebridge VA transaction (representing an upside for the company's own annuity operations)....
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Aegon: Value Continues To Surface As The Group Simplifies And Refocuses On The U.S.
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