ATH-PA:NYE-Athene Holding Ltd (USD)

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 24.84

Change

-0.41 (-1.62)%

Market Cap

USD 7.92B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Athene Holding Ltd., a financial services company, specializes in issuing, reinsuring, and acquiring retirement savings products for individuals and institutions in the United States and internationally. It offers fixed indexed, fixed rate, registered index-linked, private placement variable, income riders to fixed, payout, and group annuities. The company also provides life and other products that include life insurance policies assumed through reinsurance transactions and other retail products, including legacy run-off or ceded business and statutory closed blocks. In addition, it issues funding agreements to institutional investors; and offers a suite of services for investment portfolio, including direct investment management, asset allocation, mergers and acquisitions asset diligence, and operational support services, including investment compliance, tax, legal, and risk management support. Athene Holding Ltd. distributes its products through various channels that include retail, flow reinsurance, institutional, and acquisitions and block reinsurance. The company was incorporated in 2008 and is headquartered in West Des Moines, Iowa. Address: 7700 Mills Civic Parkway, West Des Moines, IA, United States, 50266

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-B Berkshire Hathaway Inc

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USD 982.61B
BRK-A Berkshire Hathaway Inc

+4,997.59 (+0.73%)

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AIG American International Group I..

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EQH Axa Equitable Holdings Inc

+0.05 (+0.12%)

USD 13.32B
AEG Aegon NV ADR

N/A

USD 10.48B
BNRE Brookfield Reinsurance Ltd.

-0.17 (-0.32%)

USD 6.87B
WDH Waterdrop Inc ADR

+0.02 (+1.69%)

USD 0.42B
ATH-PC Athene Holding Ltd

-0.12 (-0.48%)

N/A
EQH-PA Equitable Holdings Inc

-0.35 (-1.49%)

N/A
EQH-PC Equitable Holdings Inc.

-0.33 (-1.61%)

N/A

ETFs Containing ATH-PA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.50% 41% F 57% F
Dividend Return 5.30% 79% B- 81% B-
Total Return 15.79% 53% F 65% D
Trailing 12 Months  
Capital Gain 17.11% 28% F 50% F
Dividend Return 5.61% 54% F 70% C-
Total Return 22.73% 28% F 53% F
Trailing 5 Years  
Capital Gain -10.97% 7% C- 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.97% 7% C- 17% F
Average Annual (5 Year Horizon)  
Capital Gain -1.08% N/A N/A 30% F
Dividend Return 3.67% N/A N/A 42% F
Total Return 4.75% N/A N/A 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 15.53% N/A N/A 63% D
Risk Adjusted Return 23.65% N/A N/A 41% F
Market Capitalization 7.92B 31% F 82% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector