Aegon is a Dutch life and pensions insurer and asset manager, selling term and whole life policies, annuities, pension plans and retail mutual funds across the Netherlands, the US, the UK and Brazil. Its edge is scale in workplace pensions and a large in-house asset management arm, though the business is cyclical and sensitive to interest rates and equity markets. Revenue fell 8.2% in the latest reported period and operating margin is thin at 5.8%, so the top line is shrinking and the company has yet to show it can stabilise it. The stock trades at 12.0 times trailing and 9.1 times forward earnings, a discount that prices in the current weakness, with ROE of 11.1% indicating the balance sheet is earning a reasonable return. The composite score is 54/100 and the name carries no index membership, so the case rests on whether the forward earnings estimate holds up as the decline in revenue works through.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 12:04 CEST | Rating | Undervalued | first publication | $8.32 |
| 11 Oct 2026, 00:00 CEST | Fair value | $12.55 | $9.03 | $8.24 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $8.20 | first publication | $8.27 |
| 4 Oct 2026, 00:00 CEST | Fair value | $9.03 | $9.23 | $7.53 |
| 30 Sept 2026, 00:00 CEST | Fair value | $9.23 | $9.34 | $7.73 |
| 25 Sept 2026, 00:00 CEST | Fair value | $9.34 | $9.51 | $7.67 |
| 22 Sept 2026, 00:00 CEST | Fair value | $9.51 | $9.68 | $7.89 |
| 14 Sept 2026, 00:00 CEST | Fair value | $9.68 | $9.81 | $7.82 |
| 6 Sept 2026, 00:00 CEST | Fair value | $9.81 | $10.14 | $7.86 |
| 1 Sept 2026, 00:00 CEST | Fair value | $10.14 | $8.28 | $7.89 |
Answered from Aegon Ltd. New York Registry Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AEG Aegon Ltd. New York Registry Shares | $8.10 | $13 | 36% below | 11.7x | 11.1% | 59 | 51 |
| ACGLO Arch Capital Group Ltd. Depositary Shares Each Representing 1/1000th Interest in a Share of 5.45% Non-Cumulative Preferred Shares Series F | $18.02 | - | - | 3.8x | 19.9% | 87 | 44 |
| AGN.AS Aegon Ltd. | €7.33 | €11 | 34% below | 12.4x | 11.1% | 59 | 54 |
| IAG.TO iA Financial Corporation Inc. | C$211.89 | C$175 | 21% above | 17.8x | 13.9% | 72 | 79 |
| BNT Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares | $38.26 | - | - | 45.2x | 1.1% | 39 | 41 |
| TRYG.CO Tryg | kr 156.70 | kr 97 | 62% above | 20.4x | 12.5% | 72 | 56 |
| MAP.MC Mapfre | €4.40 | €5 | 13% below | 11.6x | 17.4% | 57 | 67 |
Where AEG ranks against its sector peers on each metric.