Siemens Energy activist push

On this episode of Stock Movers:
- Aegon the Netherlands-based insurer which generates the majority of its profit from the US, confirmed that it will move its headquarters there and rename itself Transamerica Inc.
- Siemens Energy may be active after GE Vernova doubled its dividend, increased its scope for share buybacks and increased earnings projections at its investor day in New York. Analysts at Morgan Stanley see a positive read-across from the US maker of electric generation equipment’s updated 2028 targets.
- Oddo BHF analyst Anthony Dick cut the recommendation on Ferrari NV to neutral from outperform.

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