ATH-PE:NYE-Athene Holding Ltd. (USD)

PREFERRED STOCK | Insurance - Diversified |

Last Closing

USD 25.99

Change

+0.04 (+0.15)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-02 )

Largest Industry Peers for Insurance - Diversified

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

-12,170.00 (-1.51%)

USD 1,068.93B
BRK-B Berkshire Hathaway Inc

-7.56 (-1.41%)

USD 1,068.93B
AIG American International Group I..

-1.52 (-1.73%)

USD 49.32B
BNT Brookfield Wealth Solutions Lt..

-3.81 (-7.03%)

USD 10.47B
AEG Aegon NV ADR

-0.40 (-5.99%)

USD 10.43B
ATH-PA Athene Holding Ltd

-0.11 (-0.45%)

USD 7.80B
WDH Waterdrop Inc ADR

-0.05 (-3.45%)

USD 0.42B
ATH-PC Athene Holding Ltd

-0.03 (-0.13%)

N/A
ATH-PB Athene Holding Ltd

-0.27 (-1.35%)

N/A
SLF Sun Life Financial Inc.

-0.52 (-0.88%)

N/A

ETFs Containing ATH-PE

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 0.31% 62% D 58% F
Dividend Return 1.87% 89% A- 80% B-
Total Return 2.18% 57% F 68% D+
Trailing 12 Months  
Capital Gain -0.46% 33% F 41% F
Dividend Return 7.42% 100% F 87% B+
Total Return 6.96% 42% F 60% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.11% 50% F 43% F
Dividend Return 4.25% 50% F 42% F
Total Return 2.14% 22% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 4.97% 100% F 92% A
Risk Adjusted Return 85.55% 75% C 89% A-
Market Capitalization N/A N/A N/A N/A N/A

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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

Low Dividend Growth

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