Welcome to our dedicated page for AEGON LTD. SEC filings (Ticker: AEG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Aegon Ltd. filings document a foreign private issuer organized as a Bermuda exempted company with international financial services operations. The company's Form 6-K reports cover material events tied to investment, protection, retirement, life insurance, pensions, and asset management businesses, including capital-structure actions, debt guarantees, tender offers for subordinated notes, registration-statement exhibits, and related material agreements.
Governance disclosures include annual general meeting materials, shareholder voting matters, annual accounts, dividend proposals, and board-composition items. The filings also identify Aegon's fully owned U.S. and U.K. businesses, its global asset manager, and insurance joint ventures in Spain and Portugal, China, and Brazil.
Aegon Ltd. has priced USD 500 million of senior unsecured notes carrying a fixed 5.625% coupon and a ten-year term, maturing on May 7, 2036. The notes will be issued by Aegon Funding Company LLC and guaranteed on a senior unsecured basis by Aegon Ltd.
Net proceeds are intended primarily to fund the repurchase of certain unregistered subordinated notes through a concurrent tender offer to eligible non-US holders outside the United States, with any remainder for general corporate purposes. Settlement is expected on May 7, 2026, and an application will be made to list the notes on the New York Stock Exchange.
Aegon Ltd has priced USD 500 million of senior unsecured notes with a fixed coupon of 5.625% and a tenor of ten years, maturing on May 7, 2036. The notes will be issued by Aegon Funding Company LLC and guaranteed on a senior unsecured basis by Aegon Ltd.
Net proceeds will mainly fund the repurchase of certain unregistered subordinated notes through a concurrent tender offer to eligible non-US holders outside the United States, with any remaining proceeds used for general corporate purposes. Settlement and expected NYSE admission are targeted for May 7, 2026.
Aegon Ltd has published the agenda for its 2026 Annual General Meeting of Shareholders, to be held virtually on June 10, 2026. The Board of Directors will present the 2025 Annual Accounts and propose a final dividend of EUR 0.21 per common share, bringing the total 2025 dividend to EUR 0.40 per common share.
The agenda includes governance proposals, such as extending the term of CEO Lard Friese as Executive Director until the end of the 2030 AGM and appointing Leni Boeren to the Board for a four-year term ending at the 2030 AGM. Corien Wortmann will leave the Board after completing a 12-year tenure, and Karen Fawcett will not stand for re-election. Shareholders can attend virtually, ask questions via live chat or video, and those not attending can vote in advance.
Aegon Ltd. has launched cash tender offers for five series of outstanding subordinated notes, including its EUR 950,000,000 Perpetual Capital Securities and USD 500,000,000 Perpetual Capital Securities. The aim is to manage its liability structure and financial leverage.
The EUR 950,000,000 notes, with a current coupon of 3.269%, have EUR 520,805,700 principal outstanding and a purchase price of 80.25%. The USD 500,000,000 notes carry a 4.257% coupon and a 78.75% purchase price. Three NLG-denominated perpetual subordinated bond series (NLG 250,000,000, NLG 300,000,000 and NLG 450,000,000) have purchase prices of 89.625%, 81.50% and 75.00% respectively.
The offers commence on April 28, 2026, with an expiration deadline of 17:00 CEST on May 7, 2026. Final acceptance amounts and results are expected on May 8, 2026, and settlement is expected on May 11, 2026. Noteholders are directed to the Tender Offer Memorandum for full terms and procedures.
Aegon Funding Company LLC is offering a new series of senior unsecured notes due 2036 that will be unconditionally guaranteed on a senior unsecured basis by Aegon Ltd. The prospectus supplement describes terms including semi-annual interest, make-whole optional redemption prior to the Par Call Date and tax redemption rights.
The document discloses the Sale of Aegon UK to Standard Life for approximately GBP 2 billion (GBP 750 million cash plus 181.1 million Standard Life shares, ~15.3% of enlarged share capital), subject to regulatory approvals and customary closing conditions; proceeds are expected to be used for deleveraging and share buy-backs. Timing and the aggregate principal amount of the Notes are shown as blank in the provided excerpt.
Aegon Ltd. has published unaudited pro forma financials showing the impact of its proposed sale of Aegon UK plc to Standard Life. The deal, announced April 15, 2026, would deliver GBP 750 million in cash and a 15.3% equity stake in Standard Life.
Based on the pro forma statement of financial position as of December 31, 2025, Aegon’s total assets would fall from EUR 317,233 million to EUR 192,709 million, mainly due to removing Aegon UK’s investments. Shareholders’ equity would increase by EUR 1,119 million to EUR 10,529 million, reflecting expected net consideration and derecognition of Aegon UK.
The pro forma income statements show how removing Aegon UK’s results would have affected past performance. For 2025, net result from continuing operations would decline from EUR 980 million to EUR 900 million, with similar reductions in 2024 and 2023. Aegon’s UK asset management activities remain within the group, and Aegon UK will be treated as held for sale and discontinued operations in 1H 2026 reporting. The transaction is expected to close around the end of 2026, subject to customary conditions and regulatory approvals.
BlackRock, Inc. reported beneficial ownership of 107,463,526 shares of AEGON LTD common stock, equal to 6.8% of the class, in an amended Schedule 13G/A. The filing shows sole voting power for 101,605,542 shares and sole dispositive power for 107,463,526 shares, with the position reflected as of 03/31/2026.
Aegon Ltd plans to sell Aegon UK to Standard Life for total consideration of GBP 2.0 billion. The deal consists of a 15.3% shareholding in Standard Life, equal to 181.1 million shares, plus GBP 0.75 billion in cash, adjusted for any remittances from Aegon UK before closing.
The price equates to 14.2 times Aegon UK’s 2025 operating result after tax and 1.9 times its 2025 IFRS shareholder’s equity. Aegon expects to use the net cash proceeds for a mix of deleveraging and share buybacks once the transaction is completed. On a pro forma 2025 basis, the sale is expected to add EUR 1.1 billion to group shareholders’ equity and EUR 0.6 billion to group net result, while reducing the Group Solvency ratio by 5 percentage points.
Following closing, Aegon’s 2026–2027 financial guidance will be updated, with target growth rates unchanged but based on adjusted run-rates, including a EUR 1.3–1.5 billion group operating result run-rate and EUR 0.7–0.75 billion Operating Capital Generation in 2025 terms. Aegon will retain its UK asset management activities and will hold a board seat at Standard Life, with a lock-up on the new shares lasting until the earlier of 18 months after completion or completion of Aegon’s planned redomiciliation to the United States.
AEGON LTD. Chief Financial Officer Russell Duncan James reported a tax-related share transfer. He used 59,926 Common Shares on a Form 4/A as a tax-withholding disposition at $7.1512 per share to satisfy tax obligations, rather than an open-market sale. Following this transaction, he directly holds 462,972 Common Shares.
Aegon Ltd plans to ask shareholders to extend CEO Lard Friese’s term at its Annual General Meeting on June 10, 2026. The Board of Directors will propose keeping him as Executive Director and Chief Executive Officer until 2030, instead of his current term ending at the 2028 AGM.
Chairman David Herzog highlights Friese’s leadership as central to Aegon’s transformation, including its planned relocation of legal domicile and head office to the United States and its ambition to become a leading US life insurance and retirement group. The company notes the proposal aims to support leadership continuity while it continues executing its strategy.