Captrust Financial Advisors Acquires 2,795 Shares of Aegon Ltd. (NYSE:AEG)

Captrust Financial Advisors grew its holdings in shares of Aegon Ltd. (NYSE:AEG) by 22.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,083 shares of the financial services provider’s stock after purchasing an additional 2,795 shares during the quarter. Captrust Financial Advisors’ holdings in Aegon were worth $96,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Dimensional Fund Advisors LP boosted its position in Aegon by 8.7% during the second quarter. Dimensional Fund Advisors LP now owns 4,920,536 shares of the financial services provider’s stock worth $30,163,000 after purchasing an additional 394,114 shares during the period. Raymond James & Associates boosted its position in Aegon by 5.7% during the third quarter. Raymond James & Associates now owns 2,517,071 shares of the financial services provider’s stock worth $16,084,000 after purchasing an additional 136,208 shares during the period. American Century Companies Inc. boosted its position in Aegon by 5.3% during the second quarter. American Century Companies Inc. now owns 814,739 shares of the financial services provider’s stock worth $4,994,000 after purchasing an additional 41,028 shares during the period. Sei Investments Co. boosted its position in Aegon by 15.7% during the second quarter. Sei Investments Co. now owns 578,652 shares of the financial services provider’s stock worth $3,547,000 after purchasing an additional 78,322 shares during the period. Finally, Creative Planning lifted its holdings in shares of Aegon by 22.7% in the second quarter. Creative Planning now owns 375,263 shares of the financial services provider’s stock worth $2,300,000 after buying an additional 69,405 shares in the last quarter. Institutional investors own 4.32% of the company’s stock.

Analysts Set New Price Targets

Separately, UBS Group raised shares of Aegon from a “neutral” rating to a “buy” rating in a report on Tuesday, October 22nd.

Aegon Trading Down 5.7 %

Shares of Aegon stock opened at $5.95 on Tuesday. Aegon Ltd. has a 12-month low of $5.53 and a 12-month high of $6.96. The company has a market cap of $13.12 billion, a price-to-earnings ratio of 6.68 and a beta of 1.06. The company’s 50-day moving average price is $6.37 and its 200-day moving average price is $6.27.

Aegon Profile

Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the United States, the Netherlands, the United Kingdom, and internationally. The company offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; residential mortgage and digital baking services; and retail and institutional investment management solutions and retirement savings vehicles and strategies.