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Aegon Ltd.

Schiphol, June 10, 2026 - Aegon Ltd.'s Annual General Meeting of Shareholders (AGM) today approved all resolutions on the agenda. The meeting approved the final dividend for 2025 of EUR 0.21 per common share, bringing Aegon's total dividend for 2025 to EUR 0.40 per common share. The meeting also approved the extension of Lard Friese's term as Executive Director and Chief Executive Officer until the end of the 2030 AGM, and the appointment of Leni Boeren to the Board of Directors.

Full details of the resolutions approved during the AGM can be found on the Aegon website.

Contacts

Media relations Investor relations Carolien van der Giessen Yves Cormier +31 611 953 367 +44 782 337 1511 carolien.vandergiessen@aegon.com yves.cormier@aegon.com

About Aegon Aegon is an international financial services holding company. Aegon's ambition is to build leading businesses that offer their customers investment, protection, and retirement solutions. Aegon's portfolio of businesses includes fully owned businesses in the United States and United Kingdom, and a global asset manager. Aegon also creates value by combining its international expertise with strong local partners via insurance joint-ventures in Spain & Portugal, China, and Brazil, and via asset management partnerships in France and China. In addition, Aegon owns a Bermuda-based life insurer and generates value via a strategic shareholding in a market leading Dutch insurance and pensions company.

Aegon's purpose of helping people live their best lives runs through all its activities. As a leading global investor and employer, Aegon seeks to have a positive impact by addressing critical environmental and societal issues. Aegon is headquartered in Schiphol, the Netherlands, domiciled in Bermuda, and listed on Euronext Amsterdam and the New York Stock Exchange. More information can be found at aegon.com.

Forward-looking statements The statements contained in this document that are not historical facts are forward-looking statements as defined in the US Private Securities Litigation Reform Act of 1995. The following are words that identify such forward-looking statements: aim, believe, estimate, target, focus, intend, may, expect, anticipate, predict, project, counting on, plan, continue, want, forecast, goal, should, would, could, is confident, will, and similar expressions as they relate to Aegon. These statements may contain information about financial prospects, economic conditions and trends and involve risks and uncertainties. In addition, any statements that refer to sustainability, environmental and social targets, commitments, goals, efforts and expectations and other events or circumstances that are partially dependent on future events are forward-looking statements. These statements are not guarantees of future performance and involve risks, uncertainties and assumptions that are difficult to predict. Aegon undertakes no obligation, and expressly disclaims any duty, to publicly update or revise any forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which merely reflect the company's expectations at the time of writing. Actual results may differ materially and adversely from expectations conveyed in forward-looking statements due to changes caused by various risks and uncertainties. Such risks and uncertainties include, but are not limited to, the following:

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Changes in general economic and/or governmental conditions, particularly in Bermuda, the United States, the United Kingdom and, in relation to Aegon's shareholding in ASR Nederland N.V., and Aegon's asset management business, the Netherlands. Civil unrest, (geo-) political tensions, military action or other instability in countries or geographic regions that affect our operations or that affect global markets. Changes in the performance of financial markets, including emerging markets, such as:

The frequency and severity of defaults by issuers in Aegon's fixed income investment portfolios. The effects of corporate bankruptcies and/or accounting restatements on the financial markets and the resulting decline in the value of equity and debt securities Aegon holds. The effects of declining creditworthiness of certain public sector securities and the resulting decline in the value of government exposure that Aegon holds. The impact from volatility in credit, equity, and interest rates. Changes in the performance of Aegon's investment portfolio and a decline in the ratings of Aegon's counterparties. The effect of tariffs and potential trade wars on trading markets and on economic growth, both globally and in the markets where Aegon operates. The lowering of one or more of Aegon's debt ratings issued by recognized rating organizations and the adverse impact such action may have on Aegon's ability to raise capital and on its liquidity and financial condition. The lowering of one or more insurer financial strength ratings of Aegon's insurance subsidiaries and the adverse impact such action may have on the written premium, policy retention, profitability and liquidity of its insurance subsidiaries. The effect of applicable Bermuda solvency requirements, the European Union's Solvency II requirements, and applicable equivalent solvency requirements and other regulations in other jurisdictions affecting the capital Aegon is required to maintain and our ability to pay dividends. Changes in the European Commission's or European regulator's position on the equivalence of the supervisory regime for insurance and reinsurance undertakings in force in Bermuda. Changes affecting interest rate levels and low or rapidly changing interest rate levels. Changes affecting currency exchange rates, in particular the EUR/USD and EUR/GBP exchange rates. The effects of global inflation, or inflation in the markets where Aegon operates. Changes in the availability of, and costs associated with, liquidity sources, such as bank and capital markets funding, as well as conditions in the credit markets in general, such as changes in borrower and counterparty creditworthiness. Increasing levels of competition, particularly in the United States, the United Kingdom, emerging markets and, in relation to Aegon's shareholding in ASR Nederland N.V. and Aegon's asset management business, the Netherlands. Catastrophic events, either manmade or by nature – including, for example, acts of God, acts of terrorism, acts of war and pandemics – could result in material losses and significantly interrupt Aegon's business. The frequency and severity of insured loss events. Changes affecting longevity, mortality, morbidity, persistence and other factors that may impact the profitability of Aegon's insurance products and management of derivatives. Aegon's projected results, which are highly sensitive to complex mathematical models of financial markets, mortality, longevity, and other dynamic systems that are subject to shocks and unpredictable volatility. Should assumptions to these models later prove incorrect or should errors in those models escape the controls in place to detect them, future performance will vary from projected results. Reinsurers to whom Aegon has ceded significant underwriting risks may fail to meet their obligations. Changes in customer behavior and public opinion in general related to, among other things, the type of products Aegon sells, including legal, regulatory or commercial necessity to meet changing customer expectations. Customer responsiveness to both new products and distribution channels. Third-party information used by Aegon, which may prove to be inaccurate and/or change over time (as methodologies and data availability and quality continue to evolve) and therefore impact our results and disclosures. Operational risks (such as system disruptions or failures, security or data privacy breaches, cyberattacks, human error, failure to safeguard personally identifiable information, changes in operational practices or inadequate controls including with respect to third parties with which Aegon does business) which may disrupt Aegon's business, damage its reputation and adversely affect its results of operations, financial condition and cash flows. Aegon's failure to swiftly, effectively, and securely adapt and integrate emerging technologies. The impact of acquisitions and divestitures, restructurings, product withdrawals and other unusual items, including Aegon's ability to complete, or obtain regulatory approval for, acquisitions and divestitures, integrate acquisitions, and realize anticipated results from such transactions, and its ability to separate businesses as part of divestitures. In particular, there is no certainty or guarantee what the manner, timing, and potential impacts of the planned relocation of the company's legal domicile and head office to the United States will be, and if such a relocation can be completed successfully. Aegon's failure to achieve anticipated levels of earnings or operational efficiencies, as well as other management initiatives related to cost savings, Cash Capital at Holding, gross financial leverage and free cash flow. Changes in the policies of central banks and/or governments. Litigation or regulatory action that could require Aegon to pay significant damages or change the way Aegon does business. Competitive, legal, regulatory, or tax changes that affect profitability, the distribution cost of, or demand for, Aegon's products. The consequences of an actual or potential break-up of the European Monetary Union in whole or in part and the potential consequences of European Union countries leaving the European Union. Changes in laws and regulations, or the interpretation thereof by regulators and courts, including as a result of comprehensive reform or shifts away from multilateral approaches to regulation of global or national operations, particularly regarding those laws and regulations related to ESG matters, those affecting, for example, the ability of Aegon's operations to hire and retain key personnel, the taxation of Aegon companies, the products Aegon sells, the attractiveness of certain products to its consumers and Aegon's intellectual property. Regulatory changes relating to the pensions, investment, insurance industries and enforcing adjustments in the jurisdictions in which Aegon operates. Standard setting initiatives of supranational standard setting bodies, such as the Financial Stability Board and the International Association of Insurance Supervisors, or changes to such standards that may have an impact on regional (such as EU), national (such as Bermuda) or US federal or state level financial regulation or the application thereof to Aegon. Changes in accounting regulations and policies or a change by Aegon in applying such regulations and policies, voluntarily or otherwise, which may affect Aegon's reported results, shareholders' equity or regulatory capital adequacy levels. Rapid changes in the landscape for ESG responsibilities, which lead to potential challenges by private parties and governmental authorities, and/or changes in ESG standards and requirements, including assumptions, methodology and materiality, or a change by Aegon in applying such standards and requirements, voluntarily or otherwise, that may affect Aegon's ability to meet evolving standards and requirements, or Aegon's ability to meet its sustainability and ESG-related goals, or related public expectations, which may also negatively affect Aegon's reputation or the reputation of its board of directors or its management. Unexpected delays, difficulties, and expenses in executing against Aegon's environmental, climate, or other ESG targets, goals and commitments, and changes in laws or regulations affecting us, such as changes in data privacy, environmental, health and safety laws. Reliance on third-party information in certain of Aegon's disclosures, which may change over time as methodologies and data availability and quality continue to evolve. These factors, as well as any inaccuracies in third-party information used by Aegon, including in estimates or assumptions, may cause results to differ materially and adversely from statements, estimates, and beliefs made by Aegon or third parties. Moreover, Aegon's disclosures based on any standards may change due to revisions in framework requirements, availability of information, changes in its business or applicable governmental policies, or other factors, some of which may be beyond Aegon's control. Additionally, Aegon's discussion of various ESG and other sustainability issues in this document or in other locations, including on our corporate website, may be informed by the interests of various stakeholders, as well as various ESG standards, frameworks, and regulations (including for the measurement and assessment of underlying data). As such, our disclosures on such issues, including climate-related disclosures, may include information that is not necessarily "material" under US securities laws for SEC reporting purposes, even if we use words such as "material" or "materiality" in relation to those statements. ESG expectations continue to evolve, often quickly, including for matters outside of our control; our disclosures are inherently dependent on the methodology (including any related assumptions or estimates) and data used, and there can be no guarantee that such disclosures will necessarily reflect or be consistent with the preferred practices or interpretations of particular stakeholders, either currently or in future.

Further details of potential risks and uncertainties affecting Aegon are included in its filings with the Netherlands Authority for the Financial Markets and the US Securities and Exchange Commission, including the Annual Report 2025. These forward-looking statements speak only as of the date of this document. Except as required by any applicable law or regulation, Aegon expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Aegon's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based.

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20260610_PR_Aegon Annual General Meeting approves all resolutions

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(Bloomberg) -- New York City Comptroller Mark Levine says the unprecedented control that Elon Musk will have over SpaceX represents a new level of disregard for regular shareholders’ rights.

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“I understand that we are in an era of founders wanting more control,” Levine said in an interview. But what Musk is planning with SpaceX “is way beyond what we’ve seen.”

“There’s no precedent for this,” he said.

SpaceX, which is due to go public this week, is drawing a frenzy of interest from investors desperate to participate in what is set to be the biggest initial public offering ever undertaken. But buying into the company requires accepting a governance structure that gives Musk roughly 80% of the voting rights, while also making him chief executive and chief technical officer, as well as chair of the board.

SpaceX’s Mission:

“Our mission is to build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars. To do this, we have formed the most ambitious, vertically integrated innovation engine on (and off) Earth with unmatched capabilities to rapidly manufacture and launch space-based communications that connect the world, to harness the Sun to power a truth-seeking artificial intelligence that advances scientific discovery, and ultimately to build a base on the Moon and cities on other planets.”

Not investing in SpaceX, which is already forcing markets to adjust around it, isn’t easy for a large, index-tracking investor.

Levine, whose job entails overseeing about $300 billion in both actively and passively managed portfolios in New York city’s public pension funds, says it would be “very complicated” to exclude SpaceX.

“We’ve never divested from a single company,” he said. “We’ve done sector-based exclusion only,” so blacklisting SpaceX “would be unprecedented for us and it is not simple.”

Instead, Levine says he plans to push for a more democratic corporate governance process from within.

Musk can’t be allowed to “disempower” shareholders, he said, adding that investment professionals in New York have told him they want him to “keep fighting on this.”

A Bloomberg request for comment from SpaceX, sent by email, went unanswered.

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Levine, along with Marcie Frost, chief executive of California Public Employees’ Retirement System, and Thomas DiNapoli, the State of New York Comptroller, last month raised “serious concerns” about the “extreme governance structure” at SpaceX. Their letter, sent to Musk a week before the May 20 IPO filing, received no answer, Levine said.

On Tuesday, the Council of Institutional Investors sent a letter to SpaceX outlining its concerns about shareholder rights and corporate governance. The nonprofit, whose members include some of the biggest US public pension funds, said it’s urging SpaceX to “reconsider” several governance provisions before completing its offering.

SpaceX Voting Profile vs. Mag 7

The SpaceX IPO is already oversubscribed, with the offering expected to price on June 11 and begin trading the following day. The $75 billion being sold this week values the company at roughly $1.8 trillion.

For some ESG-focused investors, governance concerns have proved a dealbreaker. AkademikerPension, a Danish pension fund with $25 billion in assets, said at the end of May it won’t be participating in the IPO. Not only is SpaceX “grossly overvalued” but it also has a “catastrophic governance structure,” AkademikerPension Chief Investment Officer Anders Schelde said on May 29. The fund will also exclude SpaceX via passive, index-tracking investments, he said.

In the UK, EdenTree Investment Management told Bloomberg it’s expecting to stay away from the IPO. SpaceX’s intended governance structure would “reduce the protections available to minority investors,” said Hayley Grafton, senior sustainable investment analyst at EdenTree, which manages around $4.3 billion in assets.

“The main question for us is whether we are comfortable allocating clients’ assets to a structure where weak investor protections appear to be the price of admission,” Grafton said. “On the information available today, the answer is, ‘No’.”

Bård Bringedal, CIO for equities at Norway-based Storebrand Asset Management, says the investor “notes that SpaceX’s governance structure raises a number of clear concerns.”

For that reason, the $145 billion asset manager has “no plans to invest in SpaceX in our actively managed strategies,” he said. However, the company “does not meet our exclusion criteria,” meaning Storebrand’s “index-tracking strategies may still gain exposure if the company is included in relevant benchmarks,” Bringedal said.

SpaceX is set to be fast-tracked into the Nasdaq 100 Index, after Nasdaq Inc. changed its rules to accommodate the company. S&P Dow Jones Indices’ index committee, meanwhile, won’t drop its requirement that companies generate positive net income for at least a year before they can join the S&P 500 Index.

Fast-tracking SpaceX into indexes is not “prudent,” Levine said. “The whole idea of having a waiting period is that stocks tend to be volatile in the early days because they’re unproven. I think it would be prudent to take a little bit of time and see where it stabilizes at.”

Nell Minow, co-founder and chair of ValueEdge Advisors LLC, says she’s advising clients asking about this week’s SpaceX IPO “not to buy the stock or the indexes,” because, in her view, the company’s offering “extinguishes shareholder rights entirely.”

Instead, Minnow says she’s “recommending that large institutional investors tell their financial institutions to create new indexes” that exclude SpaceX.

For the most part, however, governance concerns aren’t preventing investors from lining up for a piece of SpaceX. And any ESG advisers telling CIOs to stay away from SpaceX might find they just sent a “career-ending memo,” according to one former UK-based sustainability manager who asked not to be identified by name discussing such a sensitive matter.

The ESG considerations around SpaceX are “highly complex,” says Nick Gaskell, senior sustainability investment manager at Aberdeen Investments. “Taking a balanced view, there is clear value from SpaceX operations,” he said.

SpaceX announced in February that it had acquired Musk’s xAI, which includes the chatbot, Grok, and the social media platform, X. The deal gave SpaceX a valuation of $1 trillion at the time, and xAI a value of $250 billion, Bloomberg News reported at the time.

Grok was recently the target of widespread criticism after it was used to generate sexualized images of people without their consent. In January, California Attorney General Rob Bonta launched an investigation into “the proliferation of non-consensual sexually explicit material produced using Grok.” xAI has since applied some restrictions and blocking mechanisms to prevent users “undressing” real people.

At the same time, the energy and water consumption of the data centers powering artificial intelligence has drawn criticism from climate activists. Musk’s efforts to build data centers in Tennessee and Mississippi, for example, are currently being fought by local communities worried about the ramifications for regional water supply, prices and pollution.

AI is expected to be a major driver behind the rise in global electricity demand toward 2030, the International Energy Agency said last year. However, much of that demand will be filled with low-carbon energy sources, the IEA also noted, adding that the computational capability of AI may actually help expedite efforts to cut planet-warming emissions.

SpaceX recently amended its IPO prospectus to include water scarcity and drought as potential risk factors to its data center projects. And Musk has famously said he plans to put data centers in space, in order to rely on solar power and not place any burden on Earth-based grids. The technology behind that plan, however, remains unproven.

Gaskell of Aberdeen says SpaceX is helping to improve the supply-chain efficiency of the International Space Station, while Starlink plays a role in providing easier internet access in remote areas.

Miranda Beacham, head of responsible investment at Aegon AM, says she would expect SpaceX to provide shareholders with “the usual information” on metrics such as climate and greenhouse gas emissions.

And “we would expect further details on the strategy for sourcing renewable electricity and carbon offsetting strategy,” she said.

However, given the “lack of accountability built into the governance structures of SpaceX,” she said, “the normal avenue of stewardship activities to improve these matters may be of limited use.”

(Adds comment from Council of Institutional Investors, in 13th paragraph.)

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©2026 Bloomberg L.P.

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Aegon Ltd. Schiphol, 28. Mai 2026 - Aegon gibt heute eine Absichtserklärung mit seinem größten Aktionär, Vereniging Aegon, über die zukünftige Beziehung mit der Vereniging bekannt, neben einem vorgeschlagenen Governance-Strukturrahmen, der in Zusammenhang mit dem geplanten Umzug von Aegon in die USA eingesetzt werden soll. Diese Schritte sollen dazu beitragen, dass sich Aegons Governance an US-Marktstandards anpasst und das Unternehmen unterstützt, um ein führendes US-amerikanisches Lebensversicherungs- und Rentengruppe zu werden.

Vorgeschlagene Governance-Struktur Aegon plant, seinen Rechtsitz nach Delaware zu verlegen, dem Staat der Eintragung der Mehrheit der US-Publikumsunternehmen. In Zusammenhang mit diesem Schritt wird Aegon seine Satzungen ändern, um die Governance von Aegon an US-Marktstandards anzupassen. Schlüsselvorschläge für Änderungen beinhalten:

• Phasenweise Entfernung der gestaffelten Aufsichtsratsstruktur mit jährlichen Wahlen aller Direktoren ab 2030
• Mehrheitswahl in unbestrittenen Wahlen und Pluralitätswahl bei bestrittenen Wahlen
• Jährliche Say-on-Pay-Beratungsvoten
• Vereinfachung der Kapitalstruktur durch Eliminierung von Common Shares B und Sonderzählwahlen durch Umwandlung aller ausstehenden Common Shares B in eine einzige Klasse von Stammaktien mit gleichen Stimmrechten
• Genehmigung einer neuen Klasse von Vorzugsaktien, wie üblich für US-gelistete Unternehmen

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Investoren meinen, dass es jetzt die richtige Zeit für den staatseigenen Petroleos Mexicanos SA ist, globale Anleihen zum ersten Mal in mehr als drei Jahren zu platzieren. ...

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Die Aegon Ltd. (NYSE:AEG) ist unter den 10 besten Aktien unter 15 $ zu kaufen. Morgan Stanley änderte Aegon (AEG) auf Neutral, wegen europäischer Versicherungsbewertungsbedenken. Die Firma sagte, Bewertungen seien "voll" und zitierte Bewertungsbedenken als Grund für die Downgrade. Jennifer Palmieri wird Chief Human Resources Officer bei Aegon und Mitglied des Executive Committees werden. Sie bringt mehr als 25 Jahre Erfahrung in HR-Strategie, Betriebsmodelltransformation, Talententwicklung und Mitarbeiterengagement mit.

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Aegon Ltd. Schiphol, 22. Mai 2026 - Aegon gibt bekannt, dass Jennifer Palmieri die Position der Chief Human Resources Officer und Mitglied des Executive Committees von Aegon übernehmen wird, ab dem 29. Juni 2026. Sie wird Holly Waters nachfolgen, die am 1. Juni 2026 in den Ruhestand treten wird.

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Aktien der Assurant Inc. (AIZ) handeln unter dem Durchschnitt des Sektors. Der Verhältnis von Buchwert zu Aktienkurs im letzten Jahr beträgt 2,19X und liegt unter dem Durchschnitt des Sektors von 2,55X, der Finanzsektor hat einen Wert von 4,28X und das Zacks-S&P-500-Kompositum 8,08X. Die Marktkapitalisierung beträgt 12,7 Milliarden US-Dollar. Der Durchschnittswert der im letzten Quartal gehandelten Aktien betrug 0,4 Millionen. Die Zacks-Investment-Forschung hat festgestellt, dass andere Versicherungsunternehmen wie American International Group (AIG), Aegon Ltd (AEG) und Allianz SE (ALIZY) ebenfalls unter dem Durchschnitt des Sektors handeln. Der Preisverlauf von AIZ Im letzten Jahr stieg der Aktienkurs um 26,9% gegenüber einem Rückgang des Multi-line-Insurance-Sektors um 0,9%. Der Finanzsektor ist zurückgegangen, während das Zacks-S&P-500-Kompositum im gleichen Zeitraum gestiegen ist. Prognosen für AIZ Die Zacks-Konsensschätzung für die Earnings per Share (EPS) von Assurant für 2026 beträgt 21,01 US-Dollar, was einem Jahr-zu-Jahr-Anstieg von 6,3% entspricht. Die Konsensschätzung für die Umsätze liegt bei 13,82 Milliarden US-Dollar und bedeutet einen Jahr-zu-Jahr-Anstieg von 7,6%. Die Konsensschätzung für EPS und Umsätze im Jahr 2027 weist einen Anstieg um 8% bzw. 7% gegenüber den entsprechenden Schätzungen für 2026 auf. Assurants günstige Rendite auf Kapital Die Rendite auf Eigenkapital im letzten Quartal betrug 20,32%, was über dem Durchschnitt des Sektors von 16,17% lag. Dies unterstreicht die Effizienz der Gesellschaft bei der Nutzung der Aktionärsfonds. ROIC im letzten Quartal betrug 13,34%, was über dem Durchschnitt des Sektors von 2,19% lag und zeigt die Effizienz von AIZ bei der Nutzung der Fonds zur Erzeugung von Einnahmen. Schlüsselpunkte für AIZ Assurant konzentriert sich auf das Wachstum von Gebührenbasierten, kapitalarmen Geschäften, die derzeit 52% der Segmentumsätze ausmachen. Die Verwaltung schätzt, dass diese Beiträge im Laufe der Zeit mit einem Zehnerprozentsatz wachsen werden. Connected Living bleibt ein wichtiger Wachstumsmotor, unterstützt durch Erweiterungen von Mobilschutzprogrammen bei Verizon/Total Wireless, T-Mobile, Best Buy Geek Squad und Chase Card Services sowie internationale Expansionen. Strategische Partnerschaften mit Carrier, Händlern und Finanzinstituten stärken die Verteilung. Die Gesellschaft erweitert Connected Living durch Innovation und Partnerschaften und zielt auf 8% Margen im Laufe der Zeit ab. Für 2026 wird die Global Lifestyle angepasste EBITDA um etwa 10% steigen, mit Beiträgen von Connected Living und Global Automotive. AIZ geht davon aus, dass das Wachstum innerhalb von Global Lifestyle fortgesetzt wird, wobei sowohl Connected Living als auch Global Automotive expandieren werden. Die Geschäftsbereiche bleiben ein wichtiger Einnahmeanker, getrieben durch Wachstum in Lender-placed-Versicherungen, Mieterlösungen und günstigen Branchenbedingungen, die eine Erweiterung der Policen unterstützen. Für 2026 wird die Global Housing angepasste EBITDA, ohne Berücksichtigung von berichteten Katastrophen, moderat zurückgehen. Inzwischen stabilisiert sich das Auto-Segment mit verbesserten Verlusterfahrungen durch Preisaktionen und bessere Ansprücheverwaltung. Die Erweiterungen über Händlernetzwerke, OEMs und Kreditgeber unterstützen ein stabiles Einnahmezuwachs. Home Warranty ist ein neuer langfristiger Wachstumsweg. Die Verwaltung beschrieb Home Warranty als Weg zur Marktführerschaft mit einer erwarteten Investition von 15-20 Millionen US-Dollar im Jahr 2026 und einem langfristigen Gewinnpotenzial. Assurant hat eine solide Kapitalverwaltungsstrategie. Sie plant, Kapital für Investitionen, Fusionen und Übernahmen einzusetzen. AIZ erwartet Repurchases im Jahr 2026 in Höhe von 250-350 Millionen US-Dollar, was höher ist als das letzte Jahr mit einer Bandbreite von 200 Millionen bis 300 Millionen US-Dollar. Risiken für AIZ AIZ erleidet eine Zunahme an Policenfonds, Verwaltungskosten und Zinsaufwendungen. Die Versicherungsaktivitäten von AIZ bleiben weiterhin auf Katastrophen- und Nichtkatastrophenschäden ausgesetzt, insbesondere bei Wohnimmobilienversicherungen, Mieterversicherungen und Hochwasserschutzangeboten. Der Nettoinvestitionsrendite sinkt weiterhin hauptsächlich aufgrund reduzierter Partnererträge und niedrigerer Zinsen auf liquide Mittel. Darüber hinaus bleibt die Ratekürzung durch die Federal Reserve ein Anliegen für Versicherungen.

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Die Banker arbeiteten noch an den letzten Details für die Blockbuster-Ausgabe von 17 Milliarden US-Dollar an Alphabet-Anleihen, als am Montagmorgen auf der Wall Street das Gerücht umging: Das Unternehmen verkauft bereits mehr Schulden. Diesmal in Yen. Die Exekutiv-Chefs von Alphabet hatten bis in die Nacht gearbeitet, um mit den Investoren in Tokio zu sprechen und den Deal abzuschließen. Nur eine Woche zuvor war es in Euro und kanadischen Dollar gewesen, einige Monate zuvor in Dollar, Pfund und Schweizer Franken. Insgesamt wird Alphabet knapp 60 Milliarden US-Dollar an Schulden aufnehmen haben, wenn der Yen-Deal abgeschlossen ist – ein viermonatiger Lauf, der als einer der größten Unternehmens-Schulden-Binge in die Geschichte einging. Beide, die riesige Größe des Finanzierungsbedarfs und die globale Vorgehensweise, um ihn zu decken, haben Alphabet an die Spitze eines Rennens gebracht, das darauf abzielt, bis 2030 fast 5 Billionen US-Dollar für den Aufbau von künstlicher Intelligenz aufzubringen. Insgesamt haben Technologieunternehmen bereits mehr als 300 Milliarden US-Dollar an Schulden an amerikanische Investoren verkauft, um ihre AI-Ausgaben zu finanzieren.

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Die britische Anleihenmärkte kollabierten, was zu einer Erhöhung der langfristigen Anleihezinsen führte. Die Zinssätze für 30-Jahre-Anleihen erreichten einen Höchststand seit 1998. Der Pfundkurs sank um 0,7% auf 1,3517 Dollar. NatWest Group Plc und Lloyds Banking Group Plc führten die Verluste unter den britischen Aktien an, da Analysten spekulierten, dass das Finanzwesen höhere Steuern unter einer neuen Regierung erwarten muss. Die Hauptbesorgnis ist, dass ein neuer Labour-Führer linksgerichtet wäre und möglicherweise die Haushaltsregeln lockern würde.

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Der Versicherer CNO Financial Group, Inc. hat kürzlich eine Erhöhung seiner Quartalsdividende um 5,9 % auf 18 Cent pro Aktie von 17 Cent angekündigt, die zuvor ausgezahlt wurden. Der erhöhte Betrag wird am 24. Juni 2026 an seine Aktionäre ausbezahlt, die am 10. Juni 2025 in den Buchungsverzeichnis aufgenommen werden. Allerdings beträgt der Dividendenrendite basierend auf dem Schlusskurs von 45,90 US-Dollar pro Aktie am 7. Mai nur 1,57 %, was unter dem Branchenmittelwert von 2,52 % liegt. Dies lässt Raum für zukünftige Dividendenerhöhungen. Diese Maßnahme signalisiert das 14. jährliche Dividendenwachstum der Gesellschaft. Wenn man sich an die letzten Quartale erinnert, zahlte CNO im letzten Quartal 17,1 Millionen US-Dollar an Dividende. Darüber hinaus kaufte es in den ersten drei Monaten 1,4 Millionen Aktien für 60 Millionen US-Dollar zurück. Es hatte umgerechnet 360,4 Millionen US-Dollar von dem aktuellen Rückkaufprogramm am 31. März 2026 übrig. Jetzt lassen wir uns das Finanzstehen der Gesellschaft ansehen, das es ermöglicht, Aktionärsfreundliche Maßnahmen zu ergreifen.