Grufity logoGrufity logo
StocksFundsSearch FilingsAPI

Athene Holding Ltd Stock Research

ATH

Market Closed
Watchlist

ATH Alerts

ATH RSI Chart

ATH Valuation

ATH Price/Sales (Trailing)

ATH Profitability

EBT Margin

-25.22%

Return on Equity

-21.34%

Return on Assets

-0.72%

ATH Fundamentals

ATH Revenue

Revenue (TTM)

22.8B

Revenue Y/Y

602.05%

Revenue Q/Q

212.46%

ATH Earnings

Earnings (TTM)

705.0M

Earnings Y/Y

125.87%

Earnings Q/Q

-42.58%

Price Action

ATH Financial Health

Debt/Equity

0.42

Debt/Cashflow

1.69

ATH Investor Care

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

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

Which funds bought or sold ATH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-08-22
COMERICA BANK
new
-
1,000
1,000
-%
2023-08-09
Heritage Wealth Advisors
unchanged
-
-750
21,000
-%
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%
2022-01-31
SPHINX TRADING, LP
unchanged
-
87,000
500,000
0.51%
2021-11-15
Moab Capital Partners LLC
reduced
-3.27
-76,000
5,708,000
13.92%
2021-11-15
NorthCoast Asset Management LLC
reduced
-0.95
46,000
4,381,000
0.16%
2021-11-10
World Asset Management Inc
sold off
-100
-209,000
-
-%

1–10 of 13

Latest Funds Activity

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

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

Recent SEC filings of Athene Holding

View All Filings
Date Filed Form Type Document
Aug 16, 2023
8-K
Current Report
Aug 07, 2023
8-K
Current Report
Aug 07, 2023
10-Q
Quarterly Report
Aug 03, 2023
8-K
Current Report
Jul 24, 2023
8-K
Current Report
Jul 05, 2023
8-K
Current Report
Jun 16, 2023
3
Insider Trading

Peers (Alternatives to Athene Holding)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
50.0B
70.6B
6.68% 1.60%
22.49
0.71
4.01% -58.32%
38.7B
64.4B
8.46% 7.56%
125.56
0.61
4.97% -6.22%
38.7B
38.7B
4.54% 6.04%
17.31
1
8.33% -37.32%
25.2B
13.3B
0.67% 24.34%
20.79
1.9
12.64% 55.58%
11.7B
5.3B
-1.65% 6.99%
17.51
2.22
1.78% -46.10%
-
22.8B
- -
-
-
34.59% 179.04%
MID-CAP
7.2B
2.7B
-0.13% 55.74%
15.98
2.64
-1.39% 16.12%
4.4B
15.3B
0.50% -43.85%
-3.31
0.29
-26.53% -139.84%
4.2B
2.7B
2.00% 43.46%
3.53
1.58
38.34% -32.53%
3.4B
1.9B
7.96% 5.39%
2.13
1.8
-77.15% -71.29%
2.7B
7.5B
3.00% 49.36%
5.07
0.36
-1.40% -38.58%
SMALL-CAP
81.1M
171.0M
-2.50% -17.43%
-6.56
0.47
-0.92% 29.17%
39.9M
187.0M
2.62% -36.73%
60.43
0.21
-4.23% -77.34%

Athene Holding News

openPR
Investigation announced for Investors in Apollo Global Management, Inc. (NYSE: APO) Investor over potential Wr.
openPR,
30 days ago
Clayton County Register
Seeking Alpha
Seeking Alpha
Seeking Alpha
Seeking Alpha
StreetInsider.com
Media - Lockheed Martin - Releases

Returns for ATH

Cumulative Returns on ATH

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

Financials for Athene Holding

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22019Q42019Q32019Q22019Q12018Q42018Q32018Q22018Q1
Revenue90.9%22,84211,9637,62312,29716,97221,64626,32028,17822,72920,70421,75114,57216,31716,25814,18012,18210,6096,6379,3318,2188,131
EBITDA100.0%--2,770-5,418-6,699-4,3921,3994,311--3,8262,3051,3055602,3511,6482,0481,6191,2011,7541,3691,385
EBITDA Margin100.0%--0.23*-0.71*-0.46*-0.19*0.05*0.16*--0.18*0.11*0.09*0.03*0.14*0.12*0.17*0.15*0.18*0.19*0.17*0.17*
Interest Expenses---244---125---99.00--49.00---26.00---
Earnings Before Taxes151.4%1,290-2,510-5,662-5,602-3,2951,8674,1864,3324,6363,7272,2061,2565112,3021,6222,0221,5931,1751,7491,3641,380
EBT Margin100.0%--0.25*-0.74*-0.46*-0.19*0.05*0.16*0.15*0.20*0.18*0.10*0.09*0.03*0.14*0.11*0.17*0.15*----
Net Income148.9%705-1,441-2,910-2,526-8922,2303,8593,8573,7763,2021,5418995402,1721,6171,9471,4841,0531,5961,2171,258
Net Income Margin100.0%--0.16*-0.38*-0.23*-0.08*0.07*0.15*0.14*0.17*0.15*0.07*0.06*0.03*0.13*0.11*0.16*0.14*----
Free Cashflow-100.0%-6,1786,2589,10812,5208,82110,29210,4905,2505,0094,1541,5962,4752,6563,6244,0303,310----
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets4.6%269,437257,654243,931236,700234,254246,134235,149224,396215,549205,670202,771191,088183,241142,179146,875144,202138,980132,857125,505118,204114,755
    Cash Equivalents-23.4%10,60113,8447,77911,26512,1239,87810,4298,5108,7266,9738,4428,7747,5215,9834,6424,0355,2393,5203,4053,9433,788
  Goodwill0.1%4,0654,0614,0584,0584,1534,1814,073--------------
Liabilities4.7%256,203244,604233,382238,566230,865232,442212,968202,024193,878187,334182,631173,971167,602131,649132,734130,657126,615122,740117,229109,135106,250
  Short Term Borrowings--------------400475------
  Long Term Debt-0.2%3,6423,6503,6583,2713,2793,2872,9642,4692,4681,9771,9761,4871,486986992------
Shareholder's Equity-33.3%8,70113,0507,158-9,75817,29322,54622,37221,67118,33620,14017,11715,63910,53014,14113,54512,36510,1178,2768,9788,462
  Retained Earnings6.3%-3,085-3,293-3,640-5,198-4,074-1,73211,03310,72710,0298,6478,0737,0106,4375,6136,9396,6686,4615,9635,2865,5274,887
  Additional Paid-In Capital0.1%18,16218,13918,11917,60717,58617,5556,6676,6516,6406,6236,6136,0456,0905,5014,1714,4354,1443,4483,4623,4993,492
Shares Outstanding---138---138--------------
Minority Interest4.2%4,5334,3523,391-520-3362,5432,0511,9831,6651,0451,4831,174928590750------
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-3.9%5,9386,1786,2589,10812,5208,82110,29210,4905,2505,0094,1541,5962,4752,4182,6563,7164,0303,3102,8742,9712,524
Cashflow From Investing-19.8%-40,888-34,129-34,375-30,821-28,379-27,214-27,932-27,167-21,353-21,322-14,817-9,796-10,674-7,558-9,956-9,378-8,379-8,065-8,173-7,364-6,989
Cashflow From Financing6.0%35,74333,72726,47224,48519,27821,30419,62916,41417,31317,30714,48912,96710,5027,6258,5375,7545,8005,4503,7074,6264,655
  Dividend Payments0.1%7507491,3131,3131,125938---------------
  Buy Backs----4.004.004.008.007.001041044287097331,1098326485271531057.007.00

ATH Income Statement

2023-06-30
Condensed Consolidated Statements of Income (Loss) - USD ($)
$ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenues    
Premiums Earned, Net$ 9,041$ 5,614$ 9,137$ 7,724
Insurance Commissions and Fees207175405341
Net Investment Income2,7171,7265,1243,409
Investment related gains (losses)366(5,751)1,431(9,963)
Other Income7(9)20(12)
Total revenues12,6861,80716,7461,526
Benefits and expenses    
Interest sensitive contract benefits2,012(653)3,301(752)
Future policy and other policy benefits9,5125,7769,9787,960
Market risk benefits remeasurement (gains) losses(71)(609)275(1,231)
Amortization of deferred acquisition costs, deferred sales inducements and value of business acquired153108291206
Policy and other operating expenses452357887695
Total benefits and expenses12,0584,97914,7326,878
Income (loss) before income taxes628(3,172)2,014(5,352)
Income tax expense (benefit)133(378)296(662)
Net income (loss)495(2,794)1,718(4,690)
Less: Net income (loss) attributable to noncontrolling interests54(1,089)509(1,970)
Net income (loss) attributable to Athene Holding Ltd. shareholders441(1,705)1,209(2,720)
Less: Preferred stock dividends45359270
Net income (loss) available to Athene Holding Ltd. common shareholder396(1,740)1,117(2,790)
Variable Interest Entities    
Revenues    
Net Investment Income553013547
Investment related gains (losses)29322494(20)
Consolidated Entity Excluding Variable Interest Entities (VIE)    
Revenues    
Net Investment Income2,7171,7265,1243,409
Investment related gains (losses)$ 366$ (5,751)$ 1,431$ (9,963)

ATH Balance Sheet

2023-06-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Millions
Jun. 30, 2023
Dec. 31, 2022
Investments  
Available-for-sale securities$ 128,559$ 112,225
Investment funds15,86814,128
Derivative assets5,1143,309
Cash and cash equivalents10,6017,779
Restricted cash2,203628
Accrued investment income (related party: 2023 – $154 and 2022 – $105)1,6461,328
Reinsurance recoverable (portion at fair value: 2023 – $1,436 and 2022 – $1,388)4,2364,358
Deferred acquisition costs, deferred sales inducements and value of business acquired5,1664,466
Goodwill4,0654,058
Other assets (related party: 2023 – $189 and 2022 – $161)7,9148,693
Total assets269,437243,931
Liabilities  
Interest sensitive contract liabilities (related party: 2023 – $10,877 and 2022 – $11,889; portion at fair value: 2023 – $9,052 and 2022 – $6,670)184,359173,616
Future policy benefits50,28442,110
Market risk benefits3,1952,970
Debt3,6423,658
Derivative liabilities1,7531,646
Payables for collateral on derivatives and securities to repurchase9,8456,707
Other liabilities (related party: 2023 – $597 and 2022 – $564)1,9361,860
Total liabilities256,203233,382
Commitments and Contingencies (Note 14)
Equity  
Preferred stock00
Common stock00
Additional paid-in capital18,16218,119
Retained deficit(3,085)(3,640)
Accumulated other comprehensive loss (related party: 2023 – $(126) and 2022 – $(167))(6,376)(7,321)
Total Athene Holding Ltd. shareholders’ equity8,7017,158
Noncontrolling interests4,5333,391
Total equity13,23410,549
Total liabilities and equity269,437243,931
Variable Interest Entities  
Investments  
Trading securities, at fair value1,7201,063
Mortgage loans2,1132,055
Investment funds14,10912,480
Other investments100101
Cash and cash equivalents122362
Other assets (related party: 2023 – $189 and 2022 – $161)120112
Liabilities  
Other liabilities (related party: 2023 – $597 and 2022 – $564)1,189815
Consolidated Entity, excluding Affiliated Entity  
Investments  
Available-for-sale securities115,152102,404
Trading securities, at fair value1,6281,595
Equity securities (portion at fair value: 2023 – $896 and 2022 – $1,087)1,2961,487
Mortgage loans34,66827,454
Investment funds12379
Policy loans336347
Funds withheld at interest27,84432,880
Derivative assets5,1143,309
Short-term Investments6502,160
Other investments741773
Total investments187,552172,488
Related Party  
Investments  
Available-for-sale securities13,4079,821
Trading securities, at fair value867878
Equity securities, at fair value313279
Mortgage loans1,2961,302
Investment funds1,6361,569
Funds withheld at interest9,0179,808
Short-term Investments8910
Other investments343303
Accrued investment income (related party: 2023 – $154 and 2022 – $105)154105
Other assets (related party: 2023 – $189 and 2022 – $161)189161
Liabilities  
Interest sensitive contract liabilities (related party: 2023 – $10,877 and 2022 – $11,889; portion at fair value: 2023 – $9,052 and 2022 – $6,670)10,87711,889
Future policy benefits1,3211,353
Market risk benefits210 
Other liabilities (related party: 2023 – $597 and 2022 – $564)597564
Equity  
Accumulated other comprehensive loss (related party: 2023 – $(126) and 2022 – $(167))$ (126)$ (167)
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.