Aegon Funding Company LLC (AEFC) Stock Price & Analysis
Aegon Funding Company LLC (AEFC) — MoonshotScore 50/100 (Fair band), calculated Oct 5, 2026. Price $17.80 (+0.06%), as of the Oct 2, 2026 trading session; market cap $13.8B.
Educational signal · not a buy or sell recommendation · How to read this
Aegon Funding Company LLC · AEFC · NYSE · Financial Services · Insurance - Diversified
Aegon Funding Co. LLC provides financial services. The company is headquartered in Cedar Rapids, IA.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Aegon Funding Company (AEFC)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite growth, but a fragile balance sheet, and the price trend has turned against it. Business Quality: n/a; Financial Safety: Fragile; Valuation: n/a; Growth Durability: Compounding; Momentum: Slipping.
- quarterly revenue $7.95B (Q2 FY2026, quarter ended Jun 2026)
- ROE 11.6% · ROA 0.3% · earnings yield 8.9% · free-cash-flow yield -4.1%
Holding back: balance-sheet strain, weak price trend
Helping: durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 50 | Fair | |
| 52 | Fair | |
| 50 | Fair | |
| 50 | Fair | |
| 52 | Fair | |
| 52 | Fair |
The score moved from 53 in the stored Oct 4, 2026 snapshot to 50 in the current publication computed Oct 5, 2026 (-3); the largest pillar moves were Growth Durability -3 and Momentum -2. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $17.80 | |
| Change on the day | +0.06% | |
| 52-week range | $17.51–$20.80 | |
| Market capitalisation | $13.8B | |
| Price / earnings (trailing) | 11.80 | |
| Shares traded on the day | 80.3K | |
| Beta (volatility vs the S&P 500) | 0.76 | |
| Dividends per share (last 12 months) | $1.27 | |
| Dividend yield (last 12 months) | 7.16% |
Price & events
Point at or tab to any week for its close.
Other perspectives
Council score for Aegon Funding Company (AEFC): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
3-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 1, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the AEFC film — every key number, told as a short cinematic story
~2 min · open the film
What is Aegon Funding Company (AEFC), and what does it report?
Short answer · as of
Aegon Funding Co. LLC provides financial services. The company is headquartered in Cedar Rapids, IA. Aegon Funding Company LLC (AEFC) is listed on NYSE. Financial Services / Insurance Diversified SEC filing business address: World Trade Center Schiphol, Schiphol Boulevard 223, Schiphol, 1118 BH. It employs 19,000 people and is led by E. Lard Friese. In Q2 FY2026 it reported revenue of $7.95B and net income of $700M. The market values it at $13.8B.
What do the latest results show for Aegon Funding Company (AEFC)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $7.95B.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $7.95B | $700M | $0.45 (diluted) |
| Q4 FY2025 | $21.25B | $435M | $0.29 (diluted) |
| Q2 FY2025 | $7.44B | $653M | $0.41 (diluted) |
| Q4 FY2024 | $18.22B | $799M | $0.40 (diluted) |
What are the financial strengths and risks for Aegon Funding Company (AEFC)?
Short answer
The MoonshotScore pillars rate durable growth as strengths. What is holding it back is balance-sheet strain, weak price trend. Trailing ratios: ROE 11.6% · ROA 0.3% · earnings yield 8.9% · free-cash-flow yield -4.1%.
How does Aegon Funding Company compare with its peers?
Short answer
Aegon Funding Company's score ranks tied for 12th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
| Company | Price | Market value | Score |
|---|---|---|---|
| $15.27 Oct 2, 2026 | $32.4B | 92 5-pillar Oct 5, 2026 | |
| $126.05 Oct 2, 2026 | $34.6B | 89 5-pillar Oct 5, 2026 | |
| $38.06 Oct 2, 2026 | $9.27B | 84 5-pillar Oct 5, 2026 | |
| $25.30 Oct 2, 2026 | $15.4B | 76 5-pillar Oct 5, 2026 | |
| $17.75 Oct 2, 2026 | $13.8B | 75 5-pillar Oct 5, 2026 | |
| $78.57 Oct 2, 2026 | $43.5B | 75 5-pillar Oct 5, 2026 | |
| $74.93 Oct 2, 2026 | $39.7B | 68 5-pillar Oct 5, 2026 | |
| $111.96 Oct 2, 2026 | $24.0B | 57 5-pillar Oct 5, 2026 | |
| $8.45 Oct 2, 2026 | $12.7B | 56 5-pillar Oct 5, 2026 | |
| $52.64 Oct 2, 2026 | $14.4B | 55 5-pillar Oct 5, 2026 | |
| $21.31 Oct 2, 2026 | $14.4B | 51 5-pillar Oct 5, 2026 | |
| Aegon Funding Company (AEFC) — this page | $17.80 | $13.8B | 50 |
| $45.51 Oct 2, 2026 | $1.70B | 50 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 24, 2026
- Transactions
- 20
- Identified insiders
- 9
- Purchases
- 0
- Sales
- 0
- Other transactions
- 20
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 0.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 0.0% Prior to period end Jun 30, 2026
- Reporting holders
- 1 Period end Jun 30, 2026
- Previous quarter · holders
- 2 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Sterling Capital Management LLC | 74,260 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What Investors Ask About Aegon Funding Company (AEFC) — Financial Services
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last question is answered from this page's own dated data, not from the research.
What do AEFC insider transactions actually show?
Recorded activity consists of awards and in-kind transactions rather than purchases or sales. The negative net-share figure therefore does not establish bearish intent.
How dependable is the AEFC dividend cadence?
Recent distributions have remained nearly unchanged, and another payment is scheduled. That record shows consistency, not a guarantee of future distributions.
What is the AEFC stock price today?
The last price recorded on this page for Aegon Funding Company LLC (AEFC) is $17.80, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (27 figures)
The 27 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | World Trade Center Schiphol, Schiphol Boulevard 223, Schiphol, 1118 BH | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Schiphol Boulevard 223, Schiphol, ZH, 1118 BH, NL". The FMP company description names Cedar Rapids, IA as the headquarters; this page uses the address in this row. |
FMP — 21 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $17.80 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:04:36.001Z. | |
px.change | Change on the day | +0.06% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $13.8B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T19:57:02.000Z. Captured from FMP at 2026-10-04T21:04:34.164Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
id.business_summary | Business description (FMP excerpt) | Aegon Funding Co. LLC provides financial services. The company is headquartered in Cedar Rapids, IA. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$0.01 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $7.95B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $17.51–$20.80 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 11.80 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 80.3K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.76 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Financial Services / Insurance Diversified | FMP | Financial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 6311 — Life Insurance. | |
id.employees | Employees | 19,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
id.ceo | Chief executive | E. Lard Friese | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_income | Net income, Q2 FY2026 | $700M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
own.insiders | Insider transactions via FMP | 20 transactions · 0 purchases, 0 sales, 20 other transactions · 9 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 24, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 0.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 0.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 1 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 2 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Sterling Capital Management LLC — shares in provider snapshot | 74,260 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 1 fact from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 11.6% · ROA 0.3% · earnings yield 8.9% · free-cash-flow yield -4.1% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 2 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.27 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 7.16% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 50 of 100 · Fair · pillars n/a / 19 / n/a / 96 / 21 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 53 (stored snapshot Oct 4, 2026) → 50 (current publication computed Oct 5, 2026) (-3) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Insider transactions, last 180 days | Net shares: -447,390; Window days: 180; Price low: $7.15; Clustered days: 2026-03-25; 2026-07-06; Price high: $8.36; Buy transactions: 0; Distinct insiders: 13; Sell transactions: 0; Other transactions: 17; Total transactions: 17; Other transaction types: A-Award: 10, F-InKind: 7; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-07-06 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Next scheduled dividend | Ex date: 2026-08-31; Record date: 2026-08-31; Payment date: 2026-09-15; Amount per share: $0.32 Amount is per share as declared, before any withholding. Owning the share before the ex-date is what carries entitlement. | 2026-08-31 | FMP | Financial Modeling Prep (FMP) dividend calendar |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-31 | FMP | Financial Modeling Prep (FMP) dividend history |
Data provided for informational purposes only.