Aegon Ltd. (AEG) has increased its second-half 2026 share buyback program by EUR 150 million, bringing the total program size to EUR 350 million, up from EUR 200 million. This increase aligns with Aegon’s objective to reduce Cash Capital at Holding to around EUR 1.0 billion by year-end 2026.
The original EUR 200 million program began on July 1, 2026, and Aegon has so far repurchased EUR 57 million of shares, about 28% of the initial program. The expanded program is expected to run until December 23, 2026, barring unforeseen circumstances, with shares intended to be cancelled after repurchase.
Aegon’s largest shareholder, Vereniging Aegon, which holds about 18.4% of currently exercisable voting rights, will participate pro-rata. This corresponds to EUR 26 million of the additional EUR 150 million and EUR 63 million across the full EUR 350 million program. Purchases, including those from Vereniging Aegon, will be executed by a third party at prices based on the daily volume-weighted average price on Euronext Amsterdam and in compliance with the EU Market Abuse Regulation and existing shareholder authorities.
Aegon Ltd. (AEG) reported solid first-half 2026 results while advancing its shift to a US‑focused life and retirement group and preparing redomiciliation to the US. Net result was EUR 608 million, broadly flat year-on-year, while operating result rose 9% to EUR 804 million.
Operating capital generation increased 27% to EUR 416 million, supporting EUR 392 million of free cash flow. Transamerica delivered strong growth, including Individual Life new sales up 54% and World Financial Group agents above 100,000. Asset Management assets under management grew 22% to EUR 390.4 billion, helped by the transfer of Transamerica Asset Management.
Aegon announced an interim dividend of EUR 0.21 per share, up 11%, and increased its ongoing 2026 share buyback to EUR 350 million. Valuation equity rose to EUR 14.0 billion, while the Group solvency ratio decreased to 169% after capital actions and loss of eligibility for certain subordinated instruments, with key US and UK capital ratios still well above operating targets.
Aegon Ltd (AEG) reports a planned Chief Financial Officer transition linked to moving its head office and legal seat to the United States. The company has agreed with CFO Duncan Russell that he will step down and leave in April 2027, and has started searching for his successor.
CEO Lard Friese and Duncan Russell both emphasize Russell’s role in Aegon’s transformation and his commitment to an orderly handover. Aegon states it will provide further updates as appropriate while continuing its strategy to become a leading US life insurance, annuity, and retirement group.
Aegon Ltd. (AEG) reported solid first half 2026 results while advancing its strategic shift toward a US-centered life, annuity, and retirement group. Operating result rose 9% to EUR 804 million, and net result was broadly stable at EUR 608 million. Operating capital generation increased 27% to EUR 416 million, supporting EUR 392 million of free cash flow.
Transamerica drove growth: new Individual Life sales rose 54%, WFG licensed agents exceeded 100,000, and Retirement Plans assets under administration grew 12% with improved returns. International results were led by Brazil and Transamerica Life Bermuda, while Asset Management benefited from higher Assets under Management of EUR 390 billion, up 22%.
Capital remained strong but moderated, with the Group solvency ratio at 169% and US RBC at 420%. Aegon announced an 11% higher interim dividend of EUR 0.21 per share and expanded its 2026 second-half share buyback to EUR 350 million. The company is progressing with its planned redomiciliation to the US and the announced sale of Aegon UK to Standard Life.
AEGON LTD. director Mark Alan Ellman reported acquiring 32 Common Shares as a compensation-related award. The shares were granted as dividend equivalent shares tied to his outstanding equity awards, rather than through an open-market purchase. Following this award, he directly holds 15,705 Common Shares.
Boeren Leni reported acquisition or exercise transactions in this Form 4 filing.
AEGON LTD. director Leni Boeren received an award of 21 Common Shares on July 6, 2026 as dividend equivalent shares tied to her outstanding equity awards. The shares were granted at $0.00 per share, bringing her direct holdings to 4,181 Common Shares.
Wellauer Thomas Peter reported acquisition or exercise transactions in this Form 4 filing.
AEGON LTD. director Thomas Peter Wellauer received an award of 32 Common Shares on July 6, 2026 at a stated price of $0.00 per share. The award represents dividend equivalent shares tied to his existing equity awards. Following this grant, he directly holds 11,247 Common Shares.
McGarry John F reported acquisition or exercise transactions in this Form 4 filing.
AEGON LTD. director John F. McGarry reported receiving 32 Common Shares on 2026-07-06. The filing describes this as an award of dividend equivalent shares tied to his existing equity awards, with no cash price per share. After this compensation-related grant, he directly holds 15,705 Common Shares.
Herzog David L reported acquisition or exercise transactions in this Form 4 filing.
AEGON LTD. director David L. Herzog received an award of 136 Common Shares on 2026-07-06 at no cost. The award represents dividend equivalent shares tied to his existing equity awards. Following this grant, he directly holds 24,728 Common Shares of AEGON LTD.
AEGON LTD. director Ralph Jay Stuart reported a compensation-related share award. He acquired 32 Common Shares on 2026-07-06 at a stated price of $0.0000 per share, increasing his direct holdings to 8,966 shares. The footnote explains this represents dividend equivalent shares tied to his existing equity awards, rather than an open-market purchase.