Athene Holding Ltd.
ATH-PA, ATH-PB, ATH-PD, ATH-PE, ATHS · Life Insurance · 204K shares · EDGAR filings ↗
Net buyback after stock comp: -$76M (gross $8M, SBC $84M)
Grade
B76Athene Holding — high-return annuity/retirement-services insurer (Apollo-affiliated).
Strengths
- ROE 13.2% (93rd pct), net margin (75th)
- Scale spread-based annuity franchise with Apollo asset management
Risks
- Credit-spread and rate sensitivity; alternative-asset exposure
- Reserve/assumption risk
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Revenue declineRevenue -54.9% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
10.6%
Return on equity
13.2%
Return on assets
0.6%
Revenue growth (QoQ)
-54.9%
Net-income growth
-21.7%
Debt / equity
0.4×
Tangible book value
$14.8B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2025-06-30 | Belardi James Richard | Other | 40K | $25.00 |
| 2025-06-30 | Kvalheim Grant | Other | 40K | $25.00 |
| 2025-06-30 | Downing Michael Stephen | Other | 8.0K | $25.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-25 | 0001527469-26-000039 ↗ |
| 8-K | 2026-06-23 | 2026-06-23 | 0001527469-26-000037 ↗ |
| 8-K | 2026-06-01 | 2026-06-01 | 0001527469-26-000034 ↗ |
| 8-K | 2026-05-15 | 2026-05-15 | 0001527469-26-000032 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001527469-26-000030 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001527469-26-000028 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001527469-26-000024 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0001527469-26-000018 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001527469-26-000016 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001527469-26-000013 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001527469-26-000010 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0001527469-26-000007 ↗ |