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Aegon Ltd.

AEG · Financials

Last earnings Aug 20, 2026

Key results

Revenuequarter

5%

In the first half of 2026 new life sales in the Distribution segment increased by 5%, driven by improved WFG agent productivity from more agents producing and a higher average premium per new policy sold.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Third-party revenuequarter

1.5%

Third-party revenues increased by 1.5% to EUR 162 million in the first half of 2026 compared with the prior year period.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Operating marginquarter

15.5%

In Global Platforms, the increase in operating result was mainly driven by lower expenses from ongoing expense management and higher revenues from favorable markets, enabling an increase in operating margin from 15.5% in the first half of 2025 to 20.2% in the reporting period.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Dividendquarter

5%

Over the 2026-2027 period, Aegon aims to grow its free cash flow excluding remittances from Aegon UK or dividends from Standard Life by around 5% per year, from around EUR 0.68 billion run-rate in 2025 (taking into account the divestment of Aegon UK and an assumed EUR/USD exchange rate of 1.20).

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

AI analysis

Q2 2026 · reported Aug 20, 2026

Based on: Earnings release — transcript not held

Operating margin · Q2 2026
15.5%
6-K · Aug 20, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue5%——
Third-party revenue1.5%——
Operating margin15.5%——
Dividend5%——

6-K · Aug 20, 2026

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Supported by our strong capital position and confidence in the outlook for our businesses, we are also increasing our recently announced share buyback program by EUR 150 million to EUR 350 million.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin15.5%

Capital allocation

Growthup 11%
Free cash flow5%
Dividend5%

We are announcing an interim dividend of 21 eurocents per share, up 11% versus the prior year period.

Company-stated claims

Aug 20, 2026

Historical · increased to 189% · other

“Solvency UK ratio The estimated Solvency UK ratio for Scottish Equitable plc increased to 189% as of June 30, 2026, and remained above the operating level of 150%.”

6-K · Aug 20, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

20549 Form 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the six-month period ended June 30, 2026 Commission File Number 001-10882 Aegon Ltd

Based on: Earnings release — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

We are announcing an interim dividend of 21 eurocents per share, up 11% versus the prior year period.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Supported by our strong capital position and confidence in the outlook for our businesses, we are also increasing our recently announced share buyback program by EUR 150 million to EUR 350 million.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

The free cash flow growth ambition of around 5% per annum does not include remittances from Aegon UK or dividends from Standard Life Interim financial information for the six-month period ended June 30, 2026 - Unaudited | 5 Dividend per share is expected to grow in excess of 5% per annum, which remains unchanged from the 2025 CMD financial ambition In addition, subsequent to the announcement at the 2025 CMD, Aegon has completed the transfer of Transamerica Asset Management (TAM) from Transamerica to Aegon Asset Management (AAM) resulting in the following updated financial ambitions for Transamerica and AAM, with no impact on Group financial ambitions for 2026 and 2027.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

The income tax for the period amounted to EUR 107 million and included recurring beneficial impacts, such as dividend received deduction and tax credits in the US.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Capital distributions to shareholders (which include both the EUR 227 million share buyback and EUR 313 million corresponding to the 2025 final dividend paid in July 2026) and the impact of revaluations were partly offset by the positive net result and favorable currency movements.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

This was mainly driven by the loss of capital eligibility of the Perpetual Capital Subordinated Bonds (PCSBs) and the impact of the tender offer on subordinated notes (-9%- points), the EUR 350 million share buyback program for the second half of 2026 and the announced 2026 interim dividend (-10%-points).

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Strategy & priorities

These results demonstrate our strategy is gaining momentum and reinforce our confidence in the ambitions outlined at our 2025 Capital Markets Day.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Strategic developments On December 10, 2025, at the CMD (Capital Markets Day), Aegon announced its ambition to become a leading US life insurance and retirement group and its decision to move its head office and legal seat to the US.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Retirement Plans improved the return on Retirement Plans assets to 10 bps from spread expansion and experienced net outflows.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Continued strategies to grow ancillary products such as the General Account Stable Value product and Individual Retirement Accounts led to an 8% and 21% increase in asset balances of these products, respectively.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Net fee revenues, also driven by Stable Value spread expansion, increased more than account balances and as a result the return on Retirement Plans assets improved by 2 bps to 10 bps.

SEC original ↗Aegon Ltd. — Earnings release (6-K report)6-KAug 20, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials
Documents

Filings

33 documents

Earnings releases

0 documents

No earnings releases for Aegon Ltd. are held in this edition of the library.

Presentations

0 documents

No presentations for Aegon Ltd. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Aegon Ltd. are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Aegon Ltd. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.