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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 25.06

Change

+0.07 (+0.28)%

Market Cap

USD 7.84B

Volume

0.03M

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: 2024-11-15 )

Largest Industry Peers for Insurance - Diversified

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

+5,399.12 (+0.77%)

USD 999.73B
BRK-B Berkshire Hathaway Inc

+2.58 (+0.55%)

USD 999.72B
AIG American International Group I..

+0.02 (+0.03%)

USD 47.25B
EQH Axa Equitable Holdings Inc

-0.21 (-0.44%)

USD 15.79B
AEG Aegon NV ADR

+0.11 (+1.74%)

USD 10.40B
BNRE Brookfield Reinsurance Ltd.

N/A

USD 6.87B
WDH Waterdrop Inc ADR

+0.01 (+0.88%)

USD 0.41B
ATH-PC Athene Holding Ltd

+0.01 (+0.04%)

N/A
EQH-PA Equitable Holdings Inc

+0.13 (+0.58%)

N/A
EQH-PC Equitable Holdings Inc.

+0.21 (+1.14%)

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 11.48% 44% F 60% D-
Dividend Return 5.30% 83% B 74% C
Total Return 16.77% 50% F 65% D
Trailing 12 Months  
Capital Gain 8.91% 25% F 44% F
Dividend Return 6.90% 75% C 77% C+
Total Return 15.81% 25% F 50% F
Trailing 5 Years  
Capital Gain -10.18% 14% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.18% 14% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -0.44% 44% F 30% F
Dividend Return 4.33% 50% F 43% F
Total Return 4.77% 100% F 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 15.77% 56% F 65% D
Risk Adjusted Return 27.45% 44% F 44% F
Market Capitalization 7.84B 38% F 83% 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.

Superior return on equity

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

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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