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Aegon Nv (DE:J06)
NYSE:J06
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.39Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive performance: Aegon met or exceeded its 2025 financial targets, delivered strong commercial momentum (notably in U.S. strategic assets and WFG), improved CSM and valuation equity per share, returned meaningful capital to shareholders (dividends and buybacks), and maintained robust solvency metrics. Key challenges included one‑off and non‑operating losses related to the SGUL reinsurance transaction, some legal settlements, modest increases in credit reserves, variability in OCG components (new business strain and capital release timing), and selective market/regulatory headwinds in the U.K. adviser platform and China. Overall, the positives — consistent target delivery, strong U.S. commercial execution, capital returns, and solid capital ratios — materially outweigh the identified lowlights, though monitoring of the highlighted risks (SGUL effects, flow volatility, and credit/ECL movements) is warranted.Company Guidance
Met or Outperformed 2025 Financial Targets
Aegon met or exceeded all 2025 financial targets: operating capital generation before holding and funding expenses rose to EUR 1.3 billion (ahead of target), operating results for the full year increased 15% year‑on‑year to EUR 1.7 billion, and free cash flow for 2025 was EUR 829 million (in line with the ~EUR 800m target).
Capital Returns to Shareholders
Returned capital via dividends and buybacks: proposed final dividend EUR 0.21 per common share (full year dividend EUR 0.40, up 14% from EUR 0.35 in 2024), executed EUR 400 million of H2 2025 buybacks and launched the first half of a new EUR 400 million 2026 buyback (EUR 227 million underway).
Strong U.S. Commercial Momentum and Strategic Asset Growth
U.S. strategic assets strengthened: capital employed in U.S. strategic assets $2.7 billion at year‑end (ahead of target); World Financial Group (WFG) licensed agents nearly 96,000 (up 11% year‑on‑year, on track to ~110,000 by 2027); new life sales +10% and annuities +6%; Individual Life new life sales up 30%; indexed annuity net deposits rose 45% in 2025.
OCG and Operating Results Momentum
Operating capital generation improved: group operating results increased 15% YoY to EUR 1.7 billion for full year; H2 operating results rose 11% YoY to EUR 858 million; OCG before holding/funding/operating expenses increased 8% YoY (H2) with U.S. OCG up 19% (27% in USD) over the same period.
CSM and Valuation Equity Improvement
Customer service margin (CSM) and valuation equity per share advanced: CSM rose materially in H2 with a 24% increase in the Americas' CSM in H2 (driven by profitable new business and favorable assumption changes); valuation equity per share increased by EUR 0.60 over the period and stood at EUR 9.06 per share (7 percentage point increase in H2).
Robust Capital and Solvency Metrics
Strong capital position: group solvency ratio robust at 184%; U.S. RBC ratio increased to 424% (up 4 percentage points vs June 2025); Scottish Equitable solvency ratio remained high at 183% (down 2 percentage points).
Positive Commercial Performance Outside U.S.
Solid performance elsewhere: Aegon U.K. Workplace Platform delivered healthy net deposits; International businesses reported higher new life sales in markets such as Brazil, Spain and Portugal; Aegon Asset Management recorded positive third‑party net deposits across global platforms and strategic partnerships (though at a lower level than prior year).
Aegon Asset Management Margin Improvement
Operating margin expansion in asset management: management highlighted margin improvement (nearly doubled to ~17%), and growth initiatives such as expanded CLO warehouse capacity in U.S. and Europe to grow higher‑margin third‑party business.
Execution of Strategic Plan & U.S. Relocation Preparations
Progress on strategic transformation: company finished 2025 ahead of targets set at the 2023 Capital Markets Day, materially shifted capital/emphasis toward U.S. strategic assets, and is progressing U.S. GAAP implementation and preparations for proposed U.S. redomiciliation as planned.
DE:J06 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:J06 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | €6.55 | €6.55 | 0.00% |
Aug 21, 2025 | €6.19 | €6.29 | +1.57% |
May 22, 2025 | €5.88 | €5.83 | -0.82% |
Feb 20, 2025 | €6.02 | €5.97 | -0.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aegon Nv (DE:J06) report earnings?
Aegon Nv (DE:J06) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Aegon Nv (DE:J06) earnings time?
Aegon Nv (DE:J06) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Aegon Nv stock?
The P/E ratio of Aegon is N/A.
What is DE:J06 EPS forecast?
Currently, no data Available