Aegon Ltd. (NYSE:AEG) Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of Aegon Ltd. (NYSE:AEG) by 46.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,329 shares of the financial services provider’s stock after buying an additional 6,733 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Aegon were worth $126,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in AEG. Wilmington Savings Fund Society FSB acquired a new position in Aegon during the third quarter worth $48,000. Advisory Alpha LLC acquired a new position in shares of Aegon during the 2nd quarter worth about $68,000. Wolverine Trading LLC purchased a new position in Aegon in the 3rd quarter valued at about $76,000. Kovitz Investment Group Partners LLC acquired a new stake in Aegon in the 3rd quarter worth about $85,000. Finally, Captrust Financial Advisors increased its stake in Aegon by 22.7% during the 3rd quarter. Captrust Financial Advisors now owns 15,083 shares of the financial services provider’s stock worth $96,000 after buying an additional 2,795 shares in the last quarter. Institutional investors and hedge funds own 4.32% of the company’s stock.

Aegon Stock Up 0.1 %

Aegon stock opened at $6.55 on Friday. The company has a fifty day simple moving average of $6.18 and a 200-day simple moving average of $6.22. The firm has a market capitalization of $14.43 billion, a price-to-earnings ratio of 6.55 and a beta of 1.08. Aegon Ltd. has a 52-week low of $5.53 and a 52-week high of $6.96.

Wall Street Analysts Forecast Growth

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

About Aegon

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.