ATH RSI Chart
ATH Valuation
ATH Price/Sales (Trailing)
ATH Profitability
ATH Fundamentals
ATH Revenue
ATH Earnings
Price Action
ATH Financial Health
ATH Investor Care
Historical Charts for Stock Metrics
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Net sales
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Latest Insider Trading transactions for ATH
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
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 | - |
Which funds bought or sold ATH recently?
View All Details| Datesorted ascending | Fund Name | Type | % 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 | - | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
Schedule 13G FIlings of Athene Holding
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form 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| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
MET | 50.0B | 70.6B | 6.68% | 1.60% | 22.49 | 0.71 | 4.01% | -58.32% |
PRU | 38.7B | 64.4B | 8.46% | 7.56% | 125.56 | 0.61 | 4.97% | -6.22% |
TRV | 38.7B | 38.7B | 4.54% | 6.04% | 17.31 | 1 | 8.33% | -37.32% |
RE | 25.2B | 13.3B | 0.67% | 24.34% | 20.79 | 1.9 | 12.64% | 55.58% |
GL | 11.7B | 5.3B | -1.65% | 6.99% | 17.51 | 2.22 | 1.78% | -46.10% |
ATH | - | 22.8B | - | - | - | - | 34.59% | 179.04% |
| MID-CAP | ||||||||
PRI | 7.2B | 2.7B | -0.13% | 55.74% | 15.98 | 2.64 | -1.39% | 16.12% |
LNC | 4.4B | 15.3B | 0.50% | -43.85% | -3.31 | 0.29 | -26.53% | -139.84% |
AEL | 4.2B | 2.7B | 2.00% | 43.46% | 3.53 | 1.58 | 38.34% | -32.53% |
BHF | 3.4B | 1.9B | 7.96% | 5.39% | 2.13 | 1.8 | -77.15% | -71.29% |
GNW | 2.7B | 7.5B | 3.00% | 49.36% | 5.07 | 0.36 | -1.40% | -38.58% |
| SMALL-CAP | ||||||||
VERY | 81.1M | 171.0M | -2.50% | -17.43% | -6.56 | 0.47 | -0.92% | 29.17% |
AAME | 39.9M | 187.0M | 2.62% | -36.73% | 60.43 | 0.21 | -4.23% | -77.34% |
Athene Holding News
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) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 |
| Revenue | 90.9% | 22,842 | 11,963 | 7,623 | 12,297 | 16,972 | 21,646 | 26,320 | 28,178 | 22,729 | 20,704 | 21,751 | 14,572 | 16,317 | 16,258 | 14,180 | 12,182 | 10,609 | 6,637 | 9,331 | 8,218 | 8,131 |
| EBITDA | 100.0% | - | -2,770 | -5,418 | -6,699 | -4,392 | 1,399 | 4,311 | - | - | 3,826 | 2,305 | 1,305 | 560 | 2,351 | 1,648 | 2,048 | 1,619 | 1,201 | 1,754 | 1,369 | 1,385 |
| EBITDA Margin | 100.0% | - | -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 Taxes | 151.4% | 1,290 | -2,510 | -5,662 | -5,602 | -3,295 | 1,867 | 4,186 | 4,332 | 4,636 | 3,727 | 2,206 | 1,256 | 511 | 2,302 | 1,622 | 2,022 | 1,593 | 1,175 | 1,749 | 1,364 | 1,380 |
| EBT Margin | 100.0% | - | -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 Income | 148.9% | 705 | -1,441 | -2,910 | -2,526 | -892 | 2,230 | 3,859 | 3,857 | 3,776 | 3,202 | 1,541 | 899 | 540 | 2,172 | 1,617 | 1,947 | 1,484 | 1,053 | 1,596 | 1,217 | 1,258 |
| Net Income Margin | 100.0% | - | -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% | - | 6,178 | 6,258 | 9,108 | 12,520 | 8,821 | 10,292 | 10,490 | 5,250 | 5,009 | 4,154 | 1,596 | 2,475 | 2,656 | 3,624 | 4,030 | 3,310 | - | - | - | - |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Assets | 4.6% | 269,437 | 257,654 | 243,931 | 236,700 | 234,254 | 246,134 | 235,149 | 224,396 | 215,549 | 205,670 | 202,771 | 191,088 | 183,241 | 142,179 | 146,875 | 144,202 | 138,980 | 132,857 | 125,505 | 118,204 | 114,755 |
| Cash Equivalents | -23.4% | 10,601 | 13,844 | 7,779 | 11,265 | 12,123 | 9,878 | 10,429 | 8,510 | 8,726 | 6,973 | 8,442 | 8,774 | 7,521 | 5,983 | 4,642 | 4,035 | 5,239 | 3,520 | 3,405 | 3,943 | 3,788 |
| Goodwill | 0.1% | 4,065 | 4,061 | 4,058 | 4,058 | 4,153 | 4,181 | 4,073 | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Liabilities | 4.7% | 256,203 | 244,604 | 233,382 | 238,566 | 230,865 | 232,442 | 212,968 | 202,024 | 193,878 | 187,334 | 182,631 | 173,971 | 167,602 | 131,649 | 132,734 | 130,657 | 126,615 | 122,740 | 117,229 | 109,135 | 106,250 |
| Short Term Borrowings | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 400 | 475 | - | - | - | - | - | - |
| Long Term Debt | -0.2% | 3,642 | 3,650 | 3,658 | 3,271 | 3,279 | 3,287 | 2,964 | 2,469 | 2,468 | 1,977 | 1,976 | 1,487 | 1,486 | 986 | 992 | - | - | - | - | - | - |
| Shareholder's Equity | -33.3% | 8,701 | 13,050 | 7,158 | - | 9,758 | 17,293 | 22,546 | 22,372 | 21,671 | 18,336 | 20,140 | 17,117 | 15,639 | 10,530 | 14,141 | 13,545 | 12,365 | 10,117 | 8,276 | 8,978 | 8,462 |
| Retained Earnings | 6.3% | -3,085 | -3,293 | -3,640 | -5,198 | -4,074 | -1,732 | 11,033 | 10,727 | 10,029 | 8,647 | 8,073 | 7,010 | 6,437 | 5,613 | 6,939 | 6,668 | 6,461 | 5,963 | 5,286 | 5,527 | 4,887 |
| Additional Paid-In Capital | 0.1% | 18,162 | 18,139 | 18,119 | 17,607 | 17,586 | 17,555 | 6,667 | 6,651 | 6,640 | 6,623 | 6,613 | 6,045 | 6,090 | 5,501 | 4,171 | 4,435 | 4,144 | 3,448 | 3,462 | 3,499 | 3,492 |
| Shares Outstanding | - | - | - | 138 | - | - | - | 138 | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Minority Interest | 4.2% | 4,533 | 4,352 | 3,391 | -520 | -336 | 2,543 | 2,051 | 1,983 | 1,665 | 1,045 | 1,483 | 1,174 | 928 | 590 | 750 | - | - | - | - | - | - |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Cashflow From Operations | -3.9% | 5,938 | 6,178 | 6,258 | 9,108 | 12,520 | 8,821 | 10,292 | 10,490 | 5,250 | 5,009 | 4,154 | 1,596 | 2,475 | 2,418 | 2,656 | 3,716 | 4,030 | 3,310 | 2,874 | 2,971 | 2,524 |
| 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 Financing | 6.0% | 35,743 | 33,727 | 26,472 | 24,485 | 19,278 | 21,304 | 19,629 | 16,414 | 17,313 | 17,307 | 14,489 | 12,967 | 10,502 | 7,625 | 8,537 | 5,754 | 5,800 | 5,450 | 3,707 | 4,626 | 4,655 |
| Dividend Payments | 0.1% | 750 | 749 | 1,313 | 1,313 | 1,125 | 938 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Buy Backs | - | - | - | - | 4.00 | 4.00 | 4.00 | 8.00 | 7.00 | 104 | 104 | 428 | 709 | 733 | 1,109 | 832 | 648 | 527 | 153 | 105 | 7.00 | 7.00 |
ATH Income Statement
2023-06-30Condensed Consolidated Statements of Income (Loss) - USD ($) $ in Millions | 3 Months Ended | 6 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 Fees | 207 | 175 | 405 | 341 |
| Net Investment Income | 2,717 | 1,726 | 5,124 | 3,409 |
| Investment related gains (losses) | 366 | (5,751) | 1,431 | (9,963) |
| Other Income | 7 | (9) | 20 | (12) |
| Total revenues | 12,686 | 1,807 | 16,746 | 1,526 |
| Benefits and expenses | ||||
| Interest sensitive contract benefits | 2,012 | (653) | 3,301 | (752) |
| Future policy and other policy benefits | 9,512 | 5,776 | 9,978 | 7,960 |
| Market risk benefits remeasurement (gains) losses | (71) | (609) | 275 | (1,231) |
| Amortization of deferred acquisition costs, deferred sales inducements and value of business acquired | 153 | 108 | 291 | 206 |
| Policy and other operating expenses | 452 | 357 | 887 | 695 |
| Total benefits and expenses | 12,058 | 4,979 | 14,732 | 6,878 |
| Income (loss) before income taxes | 628 | (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 interests | 54 | (1,089) | 509 | (1,970) |
| Net income (loss) attributable to Athene Holding Ltd. shareholders | 441 | (1,705) | 1,209 | (2,720) |
| Less: Preferred stock dividends | 45 | 35 | 92 | 70 |
| Net income (loss) available to Athene Holding Ltd. common shareholder | 396 | (1,740) | 1,117 | (2,790) |
| Variable Interest Entities | ||||
| Revenues | ||||
| Net Investment Income | 55 | 30 | 135 | 47 |
| Investment related gains (losses) | 293 | 22 | 494 | (20) |
| Consolidated Entity Excluding Variable Interest Entities (VIE) | ||||
| Revenues | ||||
| Net Investment Income | 2,717 | 1,726 | 5,124 | 3,409 |
| Investment related gains (losses) | $ 366 | $ (5,751) | $ 1,431 | $ (9,963) |
ATH Balance Sheet
2023-06-30Condensed Consolidated Balance Sheets - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
|---|---|---|
| Investments | ||
| Available-for-sale securities | $ 128,559 | $ 112,225 |
| Investment funds | 15,868 | 14,128 |
| Derivative assets | 5,114 | 3,309 |
| Cash and cash equivalents | 10,601 | 7,779 |
| Restricted cash | 2,203 | 628 |
| Accrued investment income (related party: 2023 – $154 and 2022 – $105) | 1,646 | 1,328 |
| Reinsurance recoverable (portion at fair value: 2023 – $1,436 and 2022 – $1,388) | 4,236 | 4,358 |
| Deferred acquisition costs, deferred sales inducements and value of business acquired | 5,166 | 4,466 |
| Goodwill | 4,065 | 4,058 |
| Other assets (related party: 2023 – $189 and 2022 – $161) | 7,914 | 8,693 |
| Total assets | 269,437 | 243,931 |
| 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) | 184,359 | 173,616 |
| Future policy benefits | 50,284 | 42,110 |
| Market risk benefits | 3,195 | 2,970 |
| Debt | 3,642 | 3,658 |
| Derivative liabilities | 1,753 | 1,646 |
| Payables for collateral on derivatives and securities to repurchase | 9,845 | 6,707 |
| Other liabilities (related party: 2023 – $597 and 2022 – $564) | 1,936 | 1,860 |
| Total liabilities | 256,203 | 233,382 |
| Commitments and Contingencies (Note 14) | ||
| Equity | ||
| Preferred stock | 0 | 0 |
| Common stock | 0 | 0 |
| Additional paid-in capital | 18,162 | 18,119 |
| 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’ equity | 8,701 | 7,158 |
| Noncontrolling interests | 4,533 | 3,391 |
| Total equity | 13,234 | 10,549 |
| Total liabilities and equity | 269,437 | 243,931 |
| Variable Interest Entities | ||
| Investments | ||
| Trading securities, at fair value | 1,720 | 1,063 |
| Mortgage loans | 2,113 | 2,055 |
| Investment funds | 14,109 | 12,480 |
| Other investments | 100 | 101 |
| Cash and cash equivalents | 122 | 362 |
| Other assets (related party: 2023 – $189 and 2022 – $161) | 120 | 112 |
| Liabilities | ||
| Other liabilities (related party: 2023 – $597 and 2022 – $564) | 1,189 | 815 |
| Consolidated Entity, excluding Affiliated Entity | ||
| Investments | ||
| Available-for-sale securities | 115,152 | 102,404 |
| Trading securities, at fair value | 1,628 | 1,595 |
| Equity securities (portion at fair value: 2023 – $896 and 2022 – $1,087) | 1,296 | 1,487 |
| Mortgage loans | 34,668 | 27,454 |
| Investment funds | 123 | 79 |
| Policy loans | 336 | 347 |
| Funds withheld at interest | 27,844 | 32,880 |
| Derivative assets | 5,114 | 3,309 |
| Short-term Investments | 650 | 2,160 |
| Other investments | 741 | 773 |
| Total investments | 187,552 | 172,488 |
| Related Party | ||
| Investments | ||
| Available-for-sale securities | 13,407 | 9,821 |
| Trading securities, at fair value | 867 | 878 |
| Equity securities, at fair value | 313 | 279 |
| Mortgage loans | 1,296 | 1,302 |
| Investment funds | 1,636 | 1,569 |
| Funds withheld at interest | 9,017 | 9,808 |
| Short-term Investments | 891 | 0 |
| Other investments | 343 | 303 |
| Accrued investment income (related party: 2023 – $154 and 2022 – $105) | 154 | 105 |
| Other assets (related party: 2023 – $189 and 2022 – $161) | 189 | 161 |
| 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) | 10,877 | 11,889 |
| Future policy benefits | 1,321 | 1,353 |
| Market risk benefits | 210 | |
| Other liabilities (related party: 2023 – $597 and 2022 – $564) | 597 | 564 |
| Equity | ||
| Accumulated other comprehensive loss (related party: 2023 – $(126) and 2022 – $(167)) | $ (126) | $ (167) |
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.