EURONEXT-AMS$AEG

Aegon Ltd · Q4 2025 earnings

Q4 2025 earnings · · Investor relations

Briefing

AEG Q4 2025 — extraction skipped

Aegon Ltd filed Form 20-F/A (accession 0001193125-25-069669) for Q4 2025, but headline financial numerics could not be extracted automatically: no headline numerics found by parser nor by Financial Datasets fallback. The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 20-F/A filed; press release body not parseable here.
  • Reason: no headline numerics found by parser nor by Financial Datasets fallback.
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$5.61B

No prior period
EPS (adj)

$0.21

No prior period
Free Cash Flow

$83.1M

No prior period
Net Income

$270M

No prior period
Operating Income

$349M

No prior period

Revenue & EPS history

Aegon · Revenue · Quarterly

$5.61B

Q4 2025
Beat estimate in 0 of 4 quarters(0%)
ActualEstimate

Forward guidance

The company expects sustained capital generation and financial discipline, though macroeconomic risks remain.

Tailwinds

  • Strong operational performance in Protection and Savings.
  • Robust US and UK solvency ratios.
  • Growth in assets under management in Asset Management.
  • Healthy remittances from operating units.
  • Continued cost discipline at the holding level.

Headwinds

  • Ongoing market volatility affects results.
  • Lower contribution from one-time positive items.
  • Net outflows persist in certain business lines.
  • EUR appreciation impacts USD/GBP-based earnings.
  • Margin pressure due to competitive environment.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.2%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+1.4%

Avg return

30 days after

56%

20 / 36 earnings

Positive

+11.8%

Q3 2016

Best reaction

-11.9%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025+0.8%-4.2%-5.9%
Q1 2025-0.4%+0.1%-0.4%
Q4 2025-11.4%-8.0%-2.5%
Q4 2023-5.7%-2.4%+2.2%
Q3 2023+4.5%+3.9%+10.3%
Q1 2023+4.8%+5.7%+8.6%
Q4 2022+3.9%+3.6%-9.6%
Q3 2022+5.2%+1.7%+6.0%
Q2 2022+9.3%+8.0%+0.2%
Q1 2022+5.7%+9.3%-2.2%
Q3 2021+0.8%+1.2%-6.0%
Q2 2021+8.6%+6.8%+5.7%
Q1 2021+3.2%+3.0%-3.6%
Q4 2018+1.3%+2.7%+1.9%
Q3 2017+3.8%+2.1%+5.8%
Q2 2017+3.2%+4.6%-1.2%
Q1 2017-6.4%-6.0%-5.2%
Q4 2016-3.7%-4.0%+1.1%
Q3 2016+11.8%+13.8%+21.9%
Q1 2016-11.9%
Q4 2015-0.6%
Q3 2015-9.4%
Q2 2015-11.0%
Q1 2015+0.6%
Q4 2014+2.0%
Q3 2014-6.0%
Q2 2014-1.7%
Q1 2014-2.9%
Q4 2013-1.8%
Q3 2013+2.7%
Q2 2013-2.2%
Q1 2013-3.7%
Q4 2012+4.2%
Q3 2012-3.1%
Q2 2012+6.6%
Q1 2012+6.9%

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