Integrated Quantitative Investments LLC Makes New Investment in Aegon NV $AEG

Key Points

• Integrated Quantitative Investments LLC acquired a new stake of 153,064 shares in Aegon NV (NYSE:AEG) during the third quarter, valued at approximately $1.223 million.
• Dimensional Fund Advisors LP boosted its Aegon holding by 27.5% in Q3, adding 2,127,932 shares to reach 9,869,198 shares (≈$78.85 million), and institutional investors collectively own about 4.32% of the company.
• Aegon announced a dividend of $0.2469 per share payable July 6 with an ex-dividend date of June 15, with the report citing an unusually high dividend yield of 671.0% and a negative payout ratio of -237.50%.

Integrated Quantitative Investments LLC acquired a new stake in Aegon NV (NYSE:AEG - Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 153,064 shares of the financial services provider's stock, valued at approximately $1,223,000.

Other hedge funds also recently modified their holdings of the company. Dimensional Fund Advisors LP boosted its holdings in shares of Aegon by 27.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,869,198 shares of the financial services provider's stock valued at $78,853,000 after buying an additional 2,127,932 shares during the last quarter. Quantbot Technologies LP grew its position in shares of Aegon by 56.0% in the 3rd quarter. Quantbot Technologies LP now owns 151,394 shares of the financial services provider's stock valued at $1,210,000 after acquiring an additional 54,318 shares during the period. Diversify Wealth Management LLC increased its stake in shares of Aegon by 3.4% during the 3rd quarter. Diversify Wealth Management LLC now owns 148,335 shares of the financial services provider's stock worth $1,123,000 after purchasing an additional 4,818 shares during the last quarter. AlphaCore Capital LLC acquired a new position in Aegon during the third quarter worth approximately $81,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in Aegon by 62.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 26,849 shares of the financial services provider's stock valued at $215,000 after buying an additional 10,278 shares during the period. Institutional investors own 4.32% of the company's stock.

Aegon Stock Up 0.7%

Shares of NYSE AEG opened at $7.22 on Thursday. The firm has a market cap of $14.48 billion, a PE ratio of -45.13, a P/E/G ratio of 0.19 and a beta of 0.78. The company's fifty day simple moving average is $7.67 and its 200 day simple moving average is $7.68. Aegon NV has a 12-month low of $5.42 and a 12-month high of $8.15.

Aegon Dividend Announcement

The company also recently disclosed a dividend, which will be paid on Monday, July 6th. Stockholders of record on Monday, June 15th will be issued a dividend of $0.2469 per share. The ex-dividend date is Monday, June 15th. This represents a dividend yield of 671.0%. Aegon's payout ratio is currently -237.50%.

More Aegon News

Here are the key news stories impacting Aegon this week:

• Positive Sentiment: Zacks publishes a valuation/analysis piece arguing investors may be undervaluing Aegon, highlighting the firm’s value/growth/momentum signals and the Zacks Rank framework — this is the primary item that could influence investor sentiment about AEG. Read More.
• Neutral Sentiment: Multiple outlets report Warner Bros. is developing a Game of Thrones movie about Aegon the Conqueror — entertainment news that uses the same name but is unrelated to Aegon NV’s business or outlook. Read More.
• Neutral Sentiment: Coverage summarizes plot and production reports for the Aegon-focused spinoff/movie; high consumer interest for the name “Aegon” may generate search/ticker noise but not fundamental impact. Read More.
• Neutral Sentiment: Industry and fan sites discuss script status, format (movie vs. series), and creative team comparisons to Dune — relevant to pop culture but irrelevant to Aegon NV’s insurance operations. Read More.
• Neutral Sentiment: Additional write-ups and roundups from outlets (IGN, Gizmodo, TechSpot, Yahoo, Outlook India, MissMalini, MSN, SoapCentral, WinterIsComing) repeat the development news and debate whether Aegon’s story suits film or TV — again, cultural interest only. Read More.

Analyst Upgrades and Downgrades

AEG has been the topic of several research reports. Morgan Stanley reiterated an "overweight" rating on shares of Aegon in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft initiated coverage on Aegon in a report on Wednesday, January 7th. They issued a "hold" rating on the stock. UBS Group cut shares of Aegon from a "buy" rating to a "neutral" rating in a research note on Wednesday, December 3rd. Wall Street Zen cut Aegon from a "buy" rating to a "hold" rating in a research note on Saturday, February 21st. Finally, Weiss Ratings upgraded shares of Aegon from a "buy (b+)" rating to a "buy (a-)" rating in a report on Monday, February 23rd. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy".

Aegon Company Profile

Aegon N.V. is a multinational financial services company headquartered in The Hague, Netherlands, specializing in life insurance, pensions and asset management. Established in 1983 through the merger of AGO and Ennia, Aegon has built a reputation for offering retirement solutions, savings products and protection plans aimed at helping customers secure their financial futures. The company operates under well-known brands, including Transamerica in the United States, and serves both individual and corporate clients.

Throughout its history, Aegon has pursued strategic acquisitions and partnerships to strengthen its market position and broaden its service offerings.

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