{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/AEFC",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# AEGON LTD. (NYSE: AEFC) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is AEGON LTD., listed on NYSE under ticker AEFC. Its ISIN is US00775V1044 and its LEI is KEIOKM01PSK5VZ5CCI74. Its security type is Non-operating entity type (other). Its segment is not on the record. Its sector is 6311 Life Insurance and its jurisdiction is Bermuda. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 114 filings in the twelve months to 2026-11-08, across 47 filing days. The filings comprise 41 directors' dealings, 3 prospectuses, 32 regulatory filings and 38 results. The median gap between filing days is 6.0 days. The latest filing is dated 2026-10-16 and is a regulatory filing, 23 days before the record date. On NYSE the median gap between filing days is 6.0 days across 3256 issuers, the median filing count is 64.0 and the median latency is 4.0 days. In sector 6311 Life Insurance the median gap between filing days is 5.5 days across 44 issuers, the median filing count is 100.0 and the median latency is 3.0 days. The issuer's gap is equal to the NYSE median, and its filing count of 114 is above the sector median of 100.0.\n\n## Auditor\n\nThe auditor is not on the record, because the latest annual report cover carries no dei:AuditorName tag and foreign private issuers and older filings carry none. The auditor's location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds listing lines dated 2026-05-07 and 2026-05-08. It holds no delisting and no name change. The domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's investor-relations page names 15 research houses: ABN AMRO ODDO BHF, Autonomous Research, Barclays, Berenberg, Citi, Deutsche Bank, Exane BNP Paribas, ING, J.P. Morgan, KBC Securities, Keefe, Bruyette & Woods, Kepler Cheuvreux, Morgan Stanley, Morningstar and UBS.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe record holds sealed years 2021, 2022, 2023, 2024, 2025 and 2026 for this issuer. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0000769218.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/AEFC (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.aegon.com/investors/investor-information/analysts (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/AEFC (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "market": "US",
    "reason": "no dei:AuditorName tag on the latest annual report cover (foreign private issuers and older filings carry none)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "US",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/AEFC",
  "coverage": {
   "count": 15,
   "houses": [
    {
     "analyst": "Cor Kluis",
     "house": "ABN AMRO ODDO BHF",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Farquhar Murray",
     "house": "Autonomous Research",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Claudia Gaspari",
     "house": "Barclays",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Michael Huttner",
     "house": "Berenberg",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "house": "Citi",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Rhea Shah",
     "house": "Deutsche Bank",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Iain Pearce",
     "house": "Exane BNP Paribas",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Jason Kalamboussis",
     "house": "ING",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Farooq Hanif",
     "house": "J.P. Morgan",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Thomas Couvreur",
     "house": "KBC Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Michele Ballatore",
     "house": "Keefe, Bruyette & Woods",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Benoît Petrarque",
     "house": "Kepler Cheuvreux",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "house": "Morgan Stanley",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Henry Heathfield",
     "house": "Morningstar",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    },
    {
     "analyst": "Nasib Ahmed",
     "house": "UBS",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.aegon.com/investors/investor-information/analysts",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.aegon.com/investors/investor-information/analysts",
     "result": "read: 15 of 33 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 44,
     "median_cadence_gap_days": 5.5,
     "median_filings": 100,
     "median_latency_days": 3,
     "name": "6311 Life Insurance"
    }
   },
   "by_type": {
    "directors_dealings": 41,
    "prospectus": 3,
    "regulatory_filing": 32,
    "results": 38
   },
   "cadence_median_gap_days": 6,
   "filing_days": 47,
   "filings": 114,
   "latency_days": 23,
   "latest": [
    {
     "category": "SCHEDULE 13D/A",
     "date": "2026-10-16",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000095014226002779/xslSCHEDULE_13D_X02/primary_doc.xml",
     "title": "SCHEDULE 13D/A",
     "type": "regulatory_filing"
    },
    {
     "category": "6-K",
     "date": "2026-10-15",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000119312526422683/d296119d6k.htm",
     "title": "6-K — 6-K",
     "type": "results"
    },
    {
     "category": "6-K",
     "date": "2026-10-15",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000119312526422254/d113370d6k.htm",
     "title": "6-K — 6-K",
     "type": "results"
    },
    {
     "category": "6-K",
     "date": "2026-10-15",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000117184326006645/f6k_101526.htm",
     "title": "6-K — FORM 6-K",
     "type": "results"
    },
    {
     "category": "6-K",
     "date": "2026-10-13",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000119312526419615/d176261d6k.htm",
     "title": "6-K — FS6-K",
     "type": "results"
    }
   ],
   "latest_filing_date": "2026-10-16",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/AEFC",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-08",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US00775V1044"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000769218.json",
    "state": "sourced",
    "value": "Bermuda"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US00775V1044)",
    "state": "sourced",
    "value": "KEIOKM01PSK5VZ5CCI74"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000769218.json",
    "state": "sourced",
    "value": "AEGON LTD."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000769218.json",
    "state": "sourced",
    "value": "6311 Life Insurance"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000769218.json",
    "state": "sourced",
    "value": "Non-operating entity type (other)"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "AEFC"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [
    {
     "date": "2026-05-07",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000119312526211794/d109803d8a12b.htm",
     "title": "8-A12B — 8-A12B"
    },
    {
     "date": "2026-05-08",
     "source": "https://www.sec.gov/Archives/edgar/data/769218/000087666126000404/AEG36050826.pdf",
     "title": "CERT — NYSE CERTIFICATION"
    }
   ],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:990b9bcc639e2f94bf3bbc24094429faf4d663ab795603ced93987325f3eba92",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/AEFC",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:990b9bcc639e2f94bf3bbc24094429faf4d663ab795603ced93987325f3eba92",
 "path": "/us/NYSE/AEFC",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is AEGON LTD., listed on NYSE under ticker AEFC. Its ISIN is US00775V1044 and its LEI is KEIOKM01PSK5VZ5CCI74. Its security type is Non-operating entity type (other). Its segment is not on the record. Its sector is 6311 Life Insurance and its jurisdiction is Bermuda. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 114 filings in the twelve months to 2026-11-08, across 47 filing days. The filings comprise 41 directors' dealings, 3 prospectuses, 32 regulatory filings and 38 results. The median gap between filing days is 6.0 days. The latest filing is dated 2026-10-16 and is a regulatory filing, 23 days before the record date. On NYSE the median gap between filing days is 6.0 days across 3256 issuers, the median filing count is 64.0 and the median latency is 4.0 days. In sector 6311 Life Insurance the median gap between filing days is 5.5 days across 44 issuers, the median filing count is 100.0 and the median latency is 3.0 days. The issuer's gap is equal to the NYSE median, and its filing count of 114 is above the sector median of 100.0.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record, because the latest annual report cover carries no dei:AuditorName tag and foreign private issuers and older filings carry none. The auditor's location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds listing lines dated 2026-05-07 and 2026-05-08. It holds no delisting and no name change. The domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's investor-relations page names 15 research houses: ABN AMRO ODDO BHF, Autonomous Research, Barclays, Berenberg, Citi, Deutsche Bank, Exane BNP Paribas, ING, J.P. Morgan, KBC Securities, Keefe, Bruyette & Woods, Kepler Cheuvreux, Morgan Stanley, Morningstar and UBS.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The record holds sealed years 2021, 2022, 2023, 2024, 2025 and 2026 for this issuer. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0000769218.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/AEFC"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.aegon.com/investors/investor-information/analysts"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/AEFC"
  }
 ],
 "title": "AEGON LTD. (AEFC) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}