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Aegon NV (NL:AGN)
:AGN
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Aegon NV (AGN) AI Stock Analysis

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NL:AGN

Aegon NV

(AGN)

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Neutral 64 (OpenAI - 5.2)
Rating:64Neutral
Price Target:
€8.00
▲(15.27% Upside)
Action:Reiterated
Date:07/05/26
The score is driven primarily by improving but still volatile financial performance (profit recovery and lower debt offset by inconsistent revenue and cash-flow swings). Technicals are constructive with the price above key moving averages, though momentum is near overbought. Valuation is a clear positive, supported by a moderate P/E and strong dividend yield.
Positive Factors
Diversified business model
Aegon's mix of life insurance, pensions/retirement solutions and asset management creates multiple, complementary revenue streams. This durable model generates premium income, recurring management fees and investment returns, reducing dependence on any single product or market over time.
Negative Factors
Volatile revenue and earnings history
Large swings in revenue and episodic loss years show earnings are not yet consistently predictable. For a business with long-duration liabilities, this variability complicates pricing, capital planning and investor confidence, raising execution risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified business model
Aegon's mix of life insurance, pensions/retirement solutions and asset management creates multiple, complementary revenue streams. This durable model generates premium income, recurring management fees and investment returns, reducing dependence on any single product or market over time.
Read all positive factors

Aegon NV (AGN) vs. iShares MSCI Netherlands ETF (EWN)

Aegon NV Business Overview & Revenue Model

Company Description
Aegon N.V. is a global financial services provider offering insurance, pension plans, and asset management expertise across the Americas, the Netherlands, and the United Kingdom. Its offerings encompass a wide array of insurance products, includin...
How the Company Makes Money
Aegon primarily makes money through (1) insurance and retirement product earnings and (2) fee-based asset management and related services. In its insurance and retirement businesses, it collects premiums and contract deposits from policyholders fo...

Aegon NV Financial Statement Overview

Summary
Financial statements show improvement but remain inconsistent: profitability recovered with positive net income in 2024–2025 and strong 2025 revenue growth, leverage looks manageable with debt trending down, but equity has contracted and both revenue and cash flows have been volatile (including prior loss years and a sharp free-cash-flow decline in 2025 vs 2024).
Income Statement
62
Positive
Balance Sheet
58
Neutral
Cash Flow
49
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue26.86B19.52B29.54B53.77B46.14B
Gross Profit5.67B19.52B22.88B-15.85B46.14B
EBITDA1.22B635.00M-204.00M1.00B2.21B
Net Income977.00M688.00M-179.00M-570.00M1.98B
Balance Sheet
Total Assets317.23B327.39B301.58B401.79B468.25B
Cash, Cash Equivalents and Short-Term Investments3.19B58.18B4.07B64.31B108.25B
Total Debt5.61B5.00B4.92B6.67B12.23B
Total Liabilities309.62B318.08B292.03B387.60B441.88B
Stockholders Equity7.53B9.19B7.55B14.01B26.18B
Cash Flow
Free Cash Flow887.00M711.00M748.00M2.75B-1.91B
Operating Cash Flow928.00M762.00M864.00M2.85B-1.80B
Investing Cash Flow580.00M300.00M-2.00B616.00M-54.00M
Financing Cash Flow-2.00B-1.75B-3.24B-1.92B300.00M

Aegon NV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price6.94
Price Trends
50DMA
7.22
Positive
100DMA
6.72
Positive
200DMA
6.58
Positive
Market Momentum
MACD
0.14
Negative
RSI
65.66
Neutral
STOCH
84.51
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NL:AGN, the sentiment is Positive. The current price of 6.94 is below the 20-day moving average (MA) of 7.49, below the 50-day MA of 7.22, and above the 200-day MA of 6.58, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 65.66 is Neutral, neither overbought nor oversold. The STOCH value of 84.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NL:AGN.

Aegon NV Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
€14.83B9.2911.85%2.07%-0.30%32.04%
66
Neutral
€31.13B14.669.85%4.36%-9.78%1.72%
64
Neutral
€11.44B11.9314.36%5.79%26.07%45.09%
60
Neutral
€78.96B13.0412.05%5.10%2.44%10.58%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
54
Neutral
€14.05B24.296.31%5.32%29.96%-44.65%
53
Neutral
€19.20B18.296.47%5.40%-0.97%-25.25%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NL:AGN
Aegon NV
7.70
2.05
36.26%
NL:ABN
ABN AMRO Group N.V.
38.25
14.96
64.26%
NL:ASRNL
ASR Nederland N.V
68.24
13.55
24.78%
NL:HAL
HAL Trust
164.20
43.72
36.29%
NL:INGA
ING GROEP
28.43
9.98
54.10%
NL:NN
NN Group N.V.
76.44
22.21
40.94%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 05, 2026