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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 24.64

Change

-0.06 (-0.24)%

Market Cap

USD 7.80B

Volume

0.14M

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: 2025-03-11 )

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BRK-A Berkshire Hathaway Inc

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USD 1,068.93B
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-0.85 (-0.17%)

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AEG Aegon NV ADR

+0.09 (+1.50%)

USD 10.43B
WDH Waterdrop Inc ADR

+0.01 (+0.83%)

USD 0.42B
ATH-PB Athene Holding Ltd

-0.08 (-0.39%)

N/A
ATH-PE Athene Holding Ltd.

+0.05 (+0.19%)

N/A
ATH-PD Athene Holding Ltd.

+0.05 (+0.28%)

N/A
ATH-PC Athene Holding Ltd

-0.08 (-0.32%)

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 1.15% 62% D 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.15% 62% D 64% D
Trailing 12 Months  
Capital Gain 1.23% 64% D 52% F
Dividend Return 6.52% 88% B+ 82% B
Total Return 7.75% 64% D 64% D
Trailing 5 Years  
Capital Gain 14.07% 17% F 39% F
Dividend Return 34.91% 75% C 78% C+
Total Return 48.98% 17% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -0.20% 42% F 30% F
Dividend Return 4.94% 50% F 43% F
Total Return 5.14% 100% F 83% B
Risk Return Profile  
Volatility (Standard Deviation) 15.85% 67% D+ 64% D
Risk Adjusted Return 31.17% 50% F 45% F
Market Capitalization 7.80B 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:
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.

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.

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.

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.

Negative cashflow

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

Low Earnings Growth

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

Low Revenue Growth

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