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Athene Holding Ltd Stock Research

ATH

Delayed

ATH Alerts

ATH RSI Chart

ATH Valuation

Market Cap

17.0B

Price/Earnings (Trailing)

-9.57

Price/Sales (Trailing)

0.74

EV/EBITDA

-2.13

Price/Free Cashflow

1.36

ATH Price/Sales (Trailing)

ATH Profitability

EBT Margin

-94.84%

Return on Equity

-174.87%

Return on Assets

-1.69%

Free Cashflow Yield

73.72%

ATH Fundamentals

ATH Revenue

Revenue (TTM)

7.6B

Revenue Y/Y

-44.15%

Revenue Q/Q

64.05%

ATH Earnings

Earnings (TTM)

-4.2B

Earnings Y/Y

-68.77%

Earnings Q/Q

137.96%

Price Action

ATH Financial Health

Debt/Equity

1.54

Debt/Cashflow

1.71

ATH Investor Care

Shares Dilution (1Y)

6.07%

Peers (Alternatives to Athene Holding)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
42.3B
69.9B
-23.30% -20.83%
16.68
0.61
-1.66% -61.26%
38.7B
60.0B
-21.12% -32.57%
125.56
0.61
-15.34% -118.62%
38.3B
36.9B
-11.40% -9.04%
13.47
1.04
5.94% -22.39%
24.1B
12.1B
-9.20% 18.91%
40.37
2
1.63% -56.71%
17.0B
7.6B
- -
-9.57
0.74
-71.04% -207.85%
11.2B
5.2B
-11.45% 6.68%
15.18
2.15
2.00% -0.71%
MID-CAP
6.0B
2.7B
-2.33% 23.20%
16.04
2.2
0.38% -0.09%
3.5B
18.8B
-35.95% -67.83%
-1.57
0.19
-2.32% -258.51%
3.0B
1.4B
-13.79% -10.97%
2.45
2.12
-61.63% 157.59%
2.8B
8.5B
-27.13% -20.78%
565.21
0.33
18.64% 104.63%
2.4B
7.5B
-20.83% 27.35%
3.86
0.31
-4.15% -32.63%
SMALL-CAP
116.0M
101.8M
5.64% 57.38%
-6.85
1.14
-19.68% 11.97%
50.7M
192.4M
3.75% -12.01%
16.13
0.26
-8.30% -76.65%
41.4M
66.1M
0.80% 56.55%
-121.51
0.63
-2.59% 95.15%

Financials for Athene Holding

Income Statement (Last 12 Months)
Description(%) Q/Q2022Q42022Q32022Q22021Q42021Q3
Revenue-47.5%7,623,000,00014,514,666,66723,068,000,00026,320,000,00028,178,000,000
EBITDA-7.9%-7,230,000,000-6,699,000,000-4,392,000,000--
EBITDA Margin-105.5%-0.95-0.46-0.19--
Earnings Before Taxes-7.9%-7,230,000,000-6,699,000,000-4,392,000,0004,186,000,000-
EBT Margin-105.5%-0.95-0.46-0.19--
Interest Expenses-125,000,000----
Net Income-22.1%-4,162,000,000-3,409,000,000-1,775,000,0003,859,000,000-
Net Income Margin-132.5%-0.55-0.23-0.08--
Free Cahsflow-31.3%6,258,000,0009,108,000,00012,520,000,000--
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets3.9%246,047236,700234,254246,134235,149
    Cash Equivalents-10.7%8,7699,82311,1728,5239,479
  Goodwill0%4,0584,0584,1534,181-
Liabilities2.1%243,667238,566230,865232,442212,968
  Long Term Debt11.8%3,6583,2713,2793,2872,964
Shareholder's Equity-29.8%2,3803,38913,69220,130-
  Retained Earnings5.9%-4,892-5,198-4,074-1,73211,033
  Additional Paid-In Capital2.9%18,11917,60717,58617,5556,667
Shares Outstanding-138----
Minority Interest381.5%1,464-520-3362,5432,051
Cashflow (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations-31.3%6,2589,10812,5208,82110,292
Cashflow From Investing-11.5%-34,375-30,821-28,379-27,214-27,932
Cashflow From Financing8.1%26,47224,48519,27821,30419,629
  Dividend Payments0%1,3131,3131,1259380.00
  Buy Backs-100.0%0.004.004.004.008.00

Risks for ATH

What is the probability of a big loss on ATH?

null%


Probability that Athene Holding stock will be more than 20% underwater in next one year

null%


Probability that Athene Holding stock will be more than 30% underwater in next one year.

null%


Probability that Athene Holding stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does ATH drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Athene Holding was unfortunately bought at previous high price.

Drawdowns

Returns for ATH

Cumulative Returns on ATH

What are the long-term rolling returns for ATH?

FIve years rolling returns for Athene Holding.

Annualized Returns

Which funds bought or sold ATH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-02-14
RHUMBLINE ADVISERS
sold off
-100
-363,000
-
-%
2023-02-14
Register Financial Advisors LLC
new
-
42,900
42,900
0.03%
2023-02-10
PNC Financial Services Group, Inc.
new
-
257
257
-%
2023-02-07
Heritage Wealth Advisors
unchanged
-
-2,550
21,450
-%
2022-05-16
Parametric Portfolio Associates LLC
sold off
-100
-26,518,000
-
-%
2022-05-11
NN Investment Partners Holdings N.V.
sold off
-100
-3,834,000
-
-%
2022-05-10
People's United Financial, Inc.
sold off
-100
-721,000
-
-%
2022-02-14
MD Financial Management Inc.
reduced
-3.61
215,000
1,510,000
0.04%
2022-02-14
COOPERMAN LEON G
reduced
-7.87
13,727,000
133,328,000
6.70%
2022-01-31
SPHINX TRADING, LP
unchanged
-
87,000
500,000
0.51%

1–10 of 16

Latest Funds Activity

Are funds buying ATH calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own ATH
No. of Funds

Athene Holding News

Seeking Alpha

Athene Holding PFD B declares $0.3516 dividend.

Seeking Alpha,
32 days ago

Seeking Alpha

Fitch Ratings

Seeking Alpha

Royal Gazette

Fitch upgrades Athene's ratings.

Royal Gazette,
10 months ago

Fitch Ratings

Schedule 13G FIlings of Athene Holding

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2022
vanguard group inc
6.27%
12,047,234
SC 13G/A
Feb 04, 2022
wellington management group llp
1.82%
3,506,422
SC 13G/A
Mar 08, 2021
apollo management holdings gp, llc
1.5%
2,882,191
SC 13D/A
Feb 10, 2021
vanguard group inc
5.64%
10,804,002
SC 13G/A
Feb 03, 2021
wellington management group llp
7.82%
14,980,016
SC 13G/A
Mar 09, 2020
apollo management holdings gp, llc
1.4%
2,882,191
SC 13D
Mar 06, 2020
vanguard group inc
10.07%
14,430,067
SC 13G/A
Feb 14, 2020
apollo management holdings gp, llc
0.0%
1
SC 13G/A
Feb 12, 2020
vanguard group inc
9.26%
13,907,033
SC 13G/A
Jan 27, 2020
wellington management group llp
8.50%
12,762,294
SC 13G/A

ATH Fair Value

Recent SEC filings of Athene Holding

View All Filings
Date Filed Form Type Document
Mar 13, 2023
8-K
Current Report
Mar 01, 2023
10-K
Annual Report
Feb 22, 2023
8-K
Current Report
Feb 10, 2023
8-K
Current Report
Feb 10, 2023
5
Insider Trading
Feb 09, 2023
8-K
Current Report
Feb 03, 2023
8-K
Current Report

Latest Insider Trading transactions for ATH

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2022-12-12
Belardi James Richard
bought
1,670,620
25.16
66,400
chairman, ceo and cio
2022-12-12
Klein Martin P
bought
500,000
25.00
20,000
executive vp and cfo
2022-01-01
KLEINMAN SCOTT
back to issuer
-
-
-88,052
-
2022-01-01
Klein Martin P
acquired
-
-
20,029
executive vp and cfo
2022-01-01
Belardi James Richard
back to issuer
-
-
-16,657
chairman, ceo and cio
2022-01-01
Belardi James Richard
acquired
-
-
56,256
chairman, ceo and cio
2022-01-01
Belardi James Richard
back to issuer
-
-
-86,929
chairman, ceo and cio
2022-01-01
MCCALL H CARL
back to issuer
-
-
-23,186
-
2022-01-01
SWANN LYNN C
back to issuer
-
-
-4,796
-
2022-01-01
KLEINMAN SCOTT
back to issuer
-
-
-67,307
-

1–10 of 50

James R. Belardi
153
Athene Holding Ltd., a retirement services company, issues, reinsures, and acquires retirement savings products for individuals, professionals, and institutions in the United States, Bermuda, and Canada. The company provides annuity retirement solutions to its policyholders; and reinsures multi-year guaranteed annuities, fixed indexed annuities, traditional one-year guarantee fixed deferred annuities, immediate annuities, and institutional products. It also offers funding agreements and pension risk transfer transactions, as well as group annuities. The company was incorporated in 2008 and is headquartered in Hamilton, Bermuda.

ATH Income Statement

2022-12-31
Consolidated Statements of Income - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
Revenues [Abstract]   
Net investment income$ 7,571$ 7,100$ 4,834
Other Income(28)7236
Revenues7,62326,32014,764
Premiums Earned, Net11,63814,2625,963
Insurance Commissions and Fees718621571
Gain (Loss) on Investments(12,706)4,2153,287
Benefits, Losses and Expenses [Abstract]   
Interest Sensitive Contract Benefits Expense5414,4423,891
Deferred Sales Inducement Cost, Amortization Expense019866
Policyholder Benefits and Claims Incurred, Net12,31015,7347,187
Deferred Policy Acquisition Costs and Present Value of Future Insurance Profits, Amortization509632521
Other Cost and Expense, Operating1,4931,128893
Benefits, Losses and Expenses, Total14,85322,13412,558
Income (loss) before income taxes(7,230)4,1862,206
Income tax expense (benefit)(976)386285
Net income (loss)(6,254)3,8001,921
Less: Net income (loss) attributable to noncontrolling interests(2,092)(59)380
Net income available to Athene Holding Ltd. shareholders(4,162)3,8591,541
Less: Preferred stock dividends14114195
Net Income (Loss) Available to Common Stockholders, Basic$ 4,303$ (3,718)$ (1,446)

ATH Balance Sheet

2022-12-31
Consolidated Balance Sheets - USD ($)
$ in Millions
Dec. 31, 2022
Dec. 31, 2021
Assets  
Available-for-sale securities$ 112,225$ 110,561
Mortgage loans 24,148
Investment funds14,1289,866
Derivative assets3,3094,387
Cash and Cash Equivalents, at Carrying Value7,7799,479
Restricted Cash and Cash Equivalents628796
Accrued Investment Income Receivable1,328962
Reinsurance Recoverables, Including Reinsurance Premium Paid4,3674,594
Deferred Policy Acquisition Costs, Deferred Sales Inducements, and Present Value of Future Profits5,5765,362
Goodwill4,0580
Other Assets9,6901,257
Assets, Total246,047235,149
Liabilities  
Policyholder Contract Deposit173,653156,325
Liability for Future Policy Benefit, before Reinsurance55,32842,488
Long-term Debt3,6582,964
Derivative liabilities1,646472
Investment-related Liabilities6,7077,044
Other Liabilities1,8603,214
Liabilities, Total243,667212,968
Commitments and Contingencies (Note 15)
Equity  
Additional Paid in Capital18,1196,667
Retained Earnings (Accumulated Deficit)(4,892)11,033
Accumulated other comprehensive income (loss)(12,311)2,430
Stockholders' Equity Attributable to Parent, Total91620,130
Stockholders' Equity Attributable to Noncontrolling Interest1,4642,051
Equity2,38022,181
Liabilities and Equity, Total246,047235,149
Consolidated Entity, excluding Affiliated Entity  
Assets  
Available-for-sale securities102,404100,159
Trading securities1,5952,056
Equity securities1,4871,170
Mortgage loans27,45420,748
Investment funds791,178
Policy Loans347312
Funds withheld at interest32,88043,907
Derivative assets3,3094,387
Short-term investments, at fair value2,160139
Other investments7731,473
Investments, Total172,488175,529
Variable Interest Entities  
Assets  
Trading securities1,0630
Mortgage loans2,0552,040
Investment funds12,4801,297
Other investments1010
Cash and Cash Equivalents, at Carrying Value362154
Other Assets11232
Liabilities  
Other Liabilities815461
Related Party  
Assets  
Available-for-sale securities9,82110,402
Trading securities8781,781
Equity securities279284
Mortgage loans1,3021,360
Investment funds1,5697,391
Funds withheld at interest9,80812,207
Other investments303222
Accrued Investment Income Receivable10554
Liabilities  
Policyholder Contract Deposit11,88912,948
Liability for Future Policy Benefit, before Reinsurance2,1481,853
Other Liabilities564936
Equity  
Accumulated other comprehensive income (loss)(491)33
Series A Preferred Stock [Member]  
Equity  
Preferred Stock, Value, Outstanding00
Series B Preferred Stock [Member]  
Equity  
Preferred Stock, Value, Outstanding00
Series C Preferred Stock [Member]  
Equity  
Preferred Stock, Value, Outstanding00
Series D Preferred Stock  
Equity  
Preferred Stock, Value, Outstanding00
Series E Preferred Stock  
Equity  
Preferred Stock, Value, Outstanding00
Common Class A [Member]  
Equity  
Common Stock, Value, Issued$ 0$ 0