Aegon files SEC paperwork to become Transamerica Inc.

Aegon has filed a registration statement with the SEC for its planned redomiciliation to the US, with an EGM scheduled for October 8, 2026. The Shareholder Circular includes governance documents and a voting agreement with its largest shareholder, Vereniging Aegon, which supports the redomiciliation and an Omnibus Incentive Plan. Aegon aims to become a leading US life insurance and retirement group.

Aegon Ltd. reported 1H 2026 results with a net profit of EUR 608 million, up slightly from EUR 606 million in 1H 2025. Operating profit rose 9% to EUR 804 million, driven by strong commercial performance and favorable markets. The company increased its share buyback program by EUR 150 million and declared an 11% higher interim dividend. Aegon is on track to meet or exceed its 2026 financial goals and is preparing to relocate its headquarters to the US.

Aegon began a new EUR 200 million share buyback announced at its Dec. 10, 2025 Capital Markets Day, expected to finish by Dec. 23, 2026, with repurchased shares intended for cancellation. Vereniging Aegon agreed pro-rata participation (~18.4% voting rights). A prior EUR 227 million buyback (Jan 12–Jun 30, 2026) repurchased 33,909,553 shares for EUR 227 million at EUR 6.68 average.

Aegon began a new EUR 200m share buyback on July 1, 2026, announced at its Dec 10, 2025 Capital Markets Day, expected to finish by Dec 23, 2026. The company will cancel repurchased shares and buy back pro-rata with Vereniging Aegon (~18.4% voting rights). It also said a prior EUR 227m buyback ended June 30, 2026, repurchasing 33,909,553 shares for EUR 227m at EUR 6.68.

Naver and Brookfield are negotiating up to $9 billion in financing for the first phase of Naver's Gak Sejong AI data center expansion, which aims to increase capacity to 200 MW. The project requires significant investment in GPUs, complicating lenders' assessments of its commercial viability. Nvidia plans to invest $1 billion, and several Korean banks and securities firms are considering participation. The project's success could set a precedent for future AI infrastructure financing.

Wolfspeed (WOLF) received a $1.5B conditional financing commitment from the U.S. Department of Defense for a 30-year term to boost domestic production of silicon carbide and gallium nitride technologies. Shares surged 24% in after-hours trading. The deal includes warrants allowing the DoD to acquire up to 7.5% equity. Finalization is subject to due diligence and approvals.