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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 23.89

Change

-0.33 (-1.36)%

Market Cap

USD 7.97B

Volume

0.04M

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Insurance - Diversified

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

+4.31 (+0.95%)

USD 978.78B
BRK-A Berkshire Hathaway Inc

+5,442.80 (+0.80%)

USD 978.77B
AIG American International Group I..

+0.37 (+0.51%)

USD 45.34B
EQH Axa Equitable Holdings Inc

+0.37 (+0.79%)

USD 14.58B
AEG Aegon NV ADR

+0.01 (+0.17%)

USD 10.61B
WDH Waterdrop Inc ADR

-0.03 (-2.44%)

USD 0.42B
ATH-PC Athene Holding Ltd

+0.03 (+0.12%)

N/A
EQH-PA Equitable Holdings Inc

-0.12 (-0.57%)

N/A
EQH-PC Equitable Holdings Inc.

-0.15 (-0.84%)

N/A
ATH-PD Athene Holding Ltd.

-0.26 (-1.48%)

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 6.27% 47% F 55% F
Dividend Return 7.06% 91% A- 82% B
Total Return 13.33% 53% F 61% D-
Trailing 12 Months  
Capital Gain -1.89% 27% F 31% F
Dividend Return 6.52% 73% C 78% C+
Total Return 4.63% 27% F 41% F
Trailing 5 Years  
Capital Gain -15.28% 14% F 32% F
Dividend Return 28.15% 100% F 79% B-
Total Return 12.86% 14% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain -0.26% 47% F 30% F
Dividend Return 4.67% 53% F 42% F
Total Return 4.94% 100% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 15.84% 60% D- 65% D
Risk Adjusted Return 29.50% 53% F 44% F
Market Capitalization 7.97B 29% 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 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.

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.

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 Dividend Growth

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